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 7501–7600 (page 76 of 88)

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