Investor universe

The public-regulatory universe, RIAs & family offices (Form ADV) and institutional managers (13F). Click any entity for its profile & holdings. Read-only; public SEC data, no contacts.

Type:AllRIAs / family offices13F managersIssuersAUM ≥:Any$1B$10B$100B

8,796 matches · showing 75017600 (page 76 of 88)

EntityTypeAUMLocationAnchor
STONEBRIDGE CAPITAL MANAGEMENT INC13F managerCIK 51812
Stonebridge Financial Group, LLC13F managerCIK 2009367
Stonebridge Financial Group, LLC / MO13F managerCIK 2109198
Stonebridge Financial Planning Group, LLC13F managerCIK 1802494
Stonebridge Wealth Management, LLC13F managerCIK 2082460
Stonebrook Private Inc.13F managerCIK 2008738
StoneCrest Wealth Management, Inc.13F managerCIK 2008409
Stonegate Management LLC13F managerCIK 1877054
Stonehage Fleming Financial Services Holdings Ltd13F managerCIK 1786379
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC13F managerCIK 2056591
Stonehearth Capital Management, LLC13F managerCIK 1550191
STONEHILL CAPITAL MANAGEMENT LLC13F managerCIK 1266227
Stonekeep Investments, LLC13F managerCIK 2032486
Stonepine Capital Management, LLC13F managerCIK 1440771
STONERIDGE INVESTMENT PARTNERS LLC13F managerCIK 1108831
StoneX Group Inc.13F managerCIK 913760
Stony Point Capital LLC13F managerCIK 1776023
Stordahl Capital Management, Inc.13F managerCIK 1729093
STOREBRAND ASSET MANAGEMENT AS13F managerCIK 1685676
Storen Legacy Partners, LLC13F managerCIK 2116061
Storgate, LLC13F managerCIK 2110835
StoryOne LLC13F managerCIK 2079652
Straight Path Wealth Management13F managerCIK 1902506
STRAIGHTLINE GROUP LLC13F managerCIK 1444864
Strait & Sound Wealth Management LLC13F managerCIK 1966210
Strata Wealth Advisors, LLC13F managerCIK 1946237
Strategent Financial, LLC13F managerCIK 2052737
Strategic Advisors LLC13F managerCIK 1569119
STRATEGIC ADVISORY PARTNERS, LLC13F managerCIK 2114344
Strategic Advocates LLC13F managerCIK 1991340
Strategic Blueprint, LLC13F managerCIK 1767821
Strategic Equity Management13F managerCIK 1843578
Strategic Family Wealth Counselors, L.L.C.13F managerCIK 1729755
Strategic Financial Concepts, LLC13F managerCIK 1870686
Strategic Financial Group, LLC13F managerCIK 2131286
Strategic Financial Partners, Ltd.13F managerCIK 2027921
Strategic Financial Planning, Inc.13F managerCIK 1802277
Strategic Financial Services, Inc.13F managerCIK 1432539
Strategic Global Advisors, LLC13F managerCIK 1580212
Strategic Investment Advisors / MI13F managerCIK 1760540
STRATEGIC INVESTMENT MANAGEMENT, LLC13F managerCIK 846633
Strategic Investment Solutions, Inc. /IL13F managerCIK 1960144
STRATEGIC PLANNING GROUP, LLC13F managerCIK 1875525
Strategic Planning, Inc.13F managerCIK 1925220
Strategic Point Investment Advisors, LLC13F managerCIK 1295044
STRATEGIC VALUE BANK PARTNERS LLC13F managerCIK 1904067
Strategic Value Partners, LLC13F managerCIK 1301912
Strategic Wealth Advisors LLC13F managerCIK 2107449
Strategic Wealth Investment Group, LLC13F managerCIK 1802365
Strategic Wealth Partners, Ltd.13F managerCIK 1720777
Strategies Wealth Advisors, LLC13F managerCIK 1976435
STRATEGY ASSET MANAGERS LLC13F managerCIK 1166716
Strategy Capital LLC13F managerCIK 1592413
Strathmore Capital Advisors, Inc.13F managerCIK 2021703
Stratos Investment Management, LLC13F managerCIK 1707206
Stratos Wealth Advisors, LLC13F managerCIK 1707202
Stratos Wealth Partners, LTD.13F managerCIK 1612865
Strengthening Families & Communities, LLC13F managerCIK 1921196
Strid Group, LLC13F managerCIK 1625800
Strive Asset Management, LLC13F managerCIK 1954109
Strive Financial Group ,LLC13F managerCIK 2090040
Strong Retirement Solutions LLC13F managerCIK 2111795
Strong Tower Advisory Services13F managerCIK 1889322
StrongBox Wealth, LLC13F managerCIK 1812155
Stronghold Wealth Management L.L.C.13F managerCIK 2107257
STRS OHIO13F managerCIK 820478
STUART INVESTMENT ADVISORS, INC.13F managerCIK 1910180
STUDIO INVESTMENT MANAGEMENT LLC13F managerCIK 1893893
Styrax Capital, LP13F managerCIK 1904897
Successful Portfolios LLC13F managerCIK 1721780
Sugar Maple Asset Management, LLC13F managerCIK 2012673
Sullivan Wood Capital Management LLC13F managerCIK 2077718
Sulzberger Capital Advisors, Inc.13F managerCIK 2056727
SUMITOMO LIFE INSURANCE CO13F managerCIK 937760
Sumitomo Mitsui DS Asset Management Company, Ltd13F managerCIK 1411530
SUMITOMO MITSUI FINANCIAL GROUP, INC.13F managerCIK 1022837
Sumitomo Mitsui Trust Group, Inc.13F managerCIK 1475365
Summa Corp.13F managerCIK 1954929
SUMMER ROAD LLC13F managerCIK 1604873
SummerHaven Investment Management, LLC13F managerCIK 1846436
Summerhill Capital Management lnc.13F managerCIK 2017598
Summit Asset Management, LLC13F managerCIK 1509974
Summit Creek Advisors LLC13F managerCIK 1333709
Summit Financial Consulting LLC13F managerCIK 2065794
Summit Financial Strategies, Inc.13F managerCIK 1625246
Summit Financial Wealth Advisors, LLC13F managerCIK 1632283
Summit Financial, LLC13F managerCIK 1765536
Summit Global Investments13F managerCIK 1697953
Summit Investment Advisory Services, LLC13F managerCIK 1914395
SUMMIT PARTNERS L P13F managerCIK 830588
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC13F managerCIK 1638555
Summit Place Financial Advisors, LLC13F managerCIK 1801413
Summit Portfolio Management, LTD.13F managerCIK 2132683
Summit Rock Advisors, LP13F managerCIK 1540951
SUMMIT SECURITIES GROUP LLC13F managerCIK 1531593
Summit Street Capital Management, LLC13F managerCIK 1595533
Summit Trail Advisors, LLC13F managerCIK 1698478
SUMMIT WEALTH & RETIREMENT PLANNING, INC.13F managerCIK 1766995
SUMMIT WEALTH GROUP LLC / CO13F managerCIK 2081278
Summit Wealth Group, LLC13F managerCIK 1802865
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