Investor intelligence · Universe
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.
23,520 matches · showing 7501–7600 (page 76 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| GRAY PRIVATE WEALTH, LLC → | RIA / FO | $541M | CANTON, MA | CRD 128547 |
| CONSILIUM INVESTMENT MANAGEMENT LLC → | RIA / FO | $541M | FORT LAUDERDALE, FL | CRD 131934 |
| CAZ INVESTMENTS REGISTERED ADVISER LLC → | RIA / FO | $541M | HOUSTON, TX | CRD 327614 |
| AHOY CAPITAL → | RIA / FO | $540M | PALO ALTO, CA | CRD 300100 |
| OAKWOOD REAL ESTATE PARTNERS, LLC → | RIA / FO | $540M | DENVER, CO | CRD 169387 |
| HEROLD ADVISORS, INC. → | RIA / FO | $540M | NEW YORK, NY | CRD 105090 |
| LK&A INVESTMENT COUNSEL → | RIA / FO | $540M | PASADENA, CA | CRD 106635 |
| IMC ADVISORS, LLC → | RIA / FO | $540M | COLUMBUS, IN | CRD 111537 |
| SPIRIT OF AMERICA MANAGEMENT CORP → | RIA / FO | $540M | SYOSSET, NY | CRD 110023 |
| WBI INVESTMENTS, LLC → | RIA / FO | $540M | RED BANK, NJ | CRD 106336 |
| DYNAMIC FINANCIAL GROUP → | RIA / FO | $540M | CEDAR FALLS, IA | CRD 288763 |
| NCM CAPITAL MANAGEMENT, LLC → | RIA / FO | $539M | RAMSEY, NJ | CRD 151109 |
| WEALTH ADVISORS OF IOWA, LLC → | RIA / FO | $539M | WEST DES MOINES, IA | CRD 115088 |
| K FUND CAPITAL MANAGEMENT, LLC → | RIA / FO | $539M | LOS ANGELES, CA | CRD 318110 |
| RIVER STREET ADVISORS, LLC → | RIA / FO | $539M | AURORA, IL | CRD 153537 |
| BLACK KNIGHT WEALTH MANAGEMENT, LLC → | RIA / FO | $539M | – | CRD 305515 |
| ACCESS WEALTH → | RIA / FO | $539M | EAST HANOVER, NJ | CRD 112973 |
| MOUNTAIN HILL INVESTMENT PARTNERS → | RIA / FO | $539M | ATLANTIC HIGHLANDS, NJ | CRD 175187 |
| EUPHRATES ADVISORS → | RIA / FO | $539M | WASHINGTON, DC | CRD 167257 |
| GALLACHER CAPITAL MANAGEMENT, LLC → | RIA / FO | $539M | LONE TREE, CO | CRD 113189 |
| THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC → | RIA / FO | $539M | PHOENIX, AZ | CRD 140551 |
| BUSKA WEALTH MANAGEMENT, LLC → | RIA / FO | $539M | WAUSAU, WI | CRD 170627 |
| HARBOURVEST REGISTERED ADVISERS → | RIA / FO | $539M | BOSTON, MA | CRD 332106 |
| MORRIS FINANCIAL CONCEPTS, INC. → | RIA / FO | $538M | MOUNT PLEASANT, SC | CRD 114862 |
| DEANS KNIGHT CAPITAL MANAGEMENT → | RIA / FO | $538M | VANCOUVER | CRD 149155 |
| ORIGIN CREDIT ADVISERS, LLC → | RIA / FO | $538M | DENVER, CO | CRD 324839 |
| ARKFELD WEALTH STRATEGIES, L.L.C. → | RIA / FO | $538M | OMAHA, NE | CRD 293175 |
| TROOB CAPITAL MANAGEMENT LLC → | RIA / FO | $538M | RYE BROOK, NY | CRD 161416 |
| WEAVER CAPITAL MANAGEMENT, LLC → | RIA / FO | $538M | SUWANEE, GA | CRD 135037 |
| ALPHA PARTNERS MANAGEMENT, LLC → | RIA / FO | $538M | NEW YORK, NY | CRD 286141 |
| RAREVIEW CAPITAL LLC → | RIA / FO | $538M | LAS VEGAS, NV | CRD 284474 |
| ANTARA CAPITAL LP → | RIA / FO | $537M | NEW YORK, NY | CRD 298247 |
| AECOM-CANYON PARTNERS REAL ESTATE FUND ADVISORS LLC → | RIA / FO | $537M | DALLAS, TX | CRD 297526 |
| BP CAPITAL ENERGY ADVISORS, LLC → | RIA / FO | $537M | DALLAS, TX | CRD 167087 |
| REDMOND ASSET MANAGEMENT, LLC → | RIA / FO | $537M | HENRICO, VA | CRD 138706 |
| HINDS FINANCIAL GROUP INC → | RIA / FO | $537M | LAKEWOOD, CO | CRD 129971 |
| NOVAPOINT CAPITAL LLC → | RIA / FO | $536M | ATLANTA, GA | CRD 173663 |
| HENDRICKS WEALTH AND ESTATE MANAGEMENT → | RIA / FO | $536M | ALGONQUIN, IL | CRD 289593 |
| LITVAK WEALTH, LLC → | RIA / FO | $536M | NORWALK, CT | CRD 170805 |
| CRESCAT PORTFOLIO MANAGEMENT LLC → | RIA / FO | $536M | DENVER, CO | CRD 139620 |
| NINTH AVENUE CAPITAL, LP → | RIA / FO | $536M | KANSAS CITY, MO | CRD 337730 |
| BRIGHT ROCK CAPITAL MANAGEMENT LLC → | RIA / FO | $536M | HANOVER, MA | CRD 152820 |
| LEGACY CAPITAL GROUP CALIFORNIA, INC. → | RIA / FO | $536M | LOS GATOS, CA | CRD 111436 |
| FAIRBRIDGE ASSET MANAGEMENT LLC → | RIA / FO | $535M | DARIEN, CT | CRD 314538 |
| SPG ADVISORS LLC → | RIA / FO | $535M | KIRKLAND, WA | CRD 284496 |
| JUNIPER CAPITAL ADVISORS, L.P. → | RIA / FO | $535M | HOUSTON, TX | CRD 173612 |
| TRIAGEN WEALTH MANAGEMENT LLC → | RIA / FO | $535M | CALABASAS, CA | CRD 308457 |
| FINANCIAL INNOVATIONS, LLC → | RIA / FO | $535M | ATLANTA, GA | CRD 142769 |
| NATIONAL WEALTH MANAGEMENT GROUP, LLC → | RIA / FO | $535M | CINCINNATI, OH | CRD 174883 |
| CELERES CAPITAL ADVISORS, LLC → | RIA / FO | $535M | SAN JUAN, PR | CRD 304581 |
| PEAK FINANCIAL MANAGEMENT INC → | RIA / FO | $534M | WELLESLEY, MA | CRD 110559 |
| MEZZASALMA ADVISORS → | RIA / FO | $534M | TINTON FALLS, NJ | CRD 129045 |
| USA FINANCIAL FORMULAS CORPORATION → | RIA / FO | $534M | ADA, MI | CRD 139987 |
| MORSE ASSET MANAGEMENT, INC. → | RIA / FO | $534M | DARIEN, CT | CRD 285650 |
| PEIRCE CAPITAL MANAGEMENT, LLC → | RIA / FO | $534M | THE WOODLANDS, TX | CRD 142654 |
| ROBERTSON INVESTMENT MANAGEMENT → | RIA / FO | $534M | HOUSTON, TX | CRD 115425 |
| AFFILIATED PRIVATE INVESTORS LLC → | RIA / FO | $534M | WEST PALM BEACH, FL | CRD 111545 |
| JACKSONVILLE WEALTH MANAGEMENT → | RIA / FO | $534M | JACKSONVILLE, FL | CRD 309312 |
| NEW CAPITAL MANAGEMENT, LP → | RIA / FO | $534M | HOUSTON, TX | CRD 131658 |
| SKY ISLAND CAPITAL → | RIA / FO | $533M | DALLAS, TX | CRD 305087 |
| BAYBERRY CAPITAL PARTNERS LP → | RIA / FO | $533M | NEW YORK, NY | CRD 300381 |
| COLLECTIVE FAMILY OFFICE, LLC → | RIA / FO | $533M | YORK, PA | CRD 301274 |
| TRIGRAN INVESTMENTS, INC. → | RIA / FO | $533M | NORTHBROOK, IL | CRD 155200 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC → | RIA / FO | $533M | WELLESLEY, MA | CRD 316736 |
| CIMARRON HEALTHCARE CAPITAL, LLC → | RIA / FO | $533M | SALT LAKE CITY, UT | CRD 282387 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. → | RIA / FO | $533M | SAN JUAN, PR | CRD 111846 |
| CMT ASSET MANAGEMENT LLC → | RIA / FO | $533M | CHICAGO, IL | CRD 290487 |
| BROPHY WEALTH MANAGEMENT, LLC → | RIA / FO | $533M | BEDFORD, NH | CRD 169894 |
| PASSPORT CAPITAL, LLC → | RIA / FO | $532M | SAN FRANCISCO, CA | CRD 134484 |
| EIGHT 31 FINANCIAL, LLC → | RIA / FO | $532M | MIDLAND, TX | CRD 327632 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC → | RIA / FO | $532M | RICHMOND, VA | CRD 331352 |
| WHITE PINE INVESTMENT CO → | RIA / FO | $532M | LIVONIA, MI | CRD 111556 |
| P. SCHOENFELD ASSET MANAGEMENT LP → | RIA / FO | $532M | NEW YORK, NY | CRD 149236 |
| DST WEALTH MANAGEMENT LLC → | RIA / FO | $532M | INDIAN WELLS, CA | CRD 302110 |
| ELEVATED FINANCIAL GROUP → | RIA / FO | $532M | INDIANAPOLIS, IN | CRD 334353 |
| MH ADVISORY SERVICES LLC → | RIA / FO | $532M | – | CRD 171653 |
| MONUMENT WEALTH MANAGEMENT → | RIA / FO | $532M | ALEXANDRIA, VA | CRD 159882 |
| CERRO PACIFIC WEALTH ADVISORS, LLC → | RIA / FO | $532M | SAN LUIS OBISPO, CA | CRD 310825 |
| ANCIENT MANAGEMENT LP D/B/A ANCIENT → | RIA / FO | $532M | NEW YORK, NY | CRD 324806 |
| XXI WEALTH, LLC → | RIA / FO | $532M | CHICAGO, IL | CRD 330796 |
| NEW SILK ROUTE → | RIA / FO | $532M | NEW YORK, NY | CRD 161339 |
| CEETO CAPITAL GROUP, LLC → | RIA / FO | $531M | CORAL GABLES, FL | CRD 286538 |
| SARDIS GROUP, LLC → | RIA / FO | $531M | ATLANTA, GA | CRD 333854 |
| CAP91 PARTNERS MANAGEMENT LLC → | RIA / FO | $531M | RICHMOND, VA | CRD 324057 |
| TITAN RETIREMENT ADVISORS LLC → | RIA / FO | $531M | FULSHEAR, TX | CRD 166359 |
| RAI WEALTH → | RIA / FO | $531M | NAPERVILLE, IL | CRD 324695 |
| TRINITY PORTFOLIO ADVISORS, LLC → | RIA / FO | $531M | SOUTHLAKE, TX | CRD 151721 |
| SANTA BARBARA MANAGEMENT → | RIA / FO | $530M | CHICAGO, IL | CRD 334801 |
| MATHESON & ROCK WEALTH MANAGEMENT, LLC → | RIA / FO | $530M | DAVENPORT, IA | CRD 289603 |
| A-STREET MANAGEMENT LP → | RIA / FO | $530M | – | CRD 336707 |
| PENSION & WEALTH MANAGEMENT ADVISORS → | RIA / FO | $530M | WALTHAM, MA | CRD 309546 |
| DENVER WEALTH MANAGEMENT, INC. → | RIA / FO | $530M | DENVER, CO | CRD 284868 |
| GAGNON SECURITIES, LLC → | RIA / FO | $530M | NEW YORK, NY | CRD 103727 |
| TC LATIN AMERICA PARTNERS LLC → | RIA / FO | $530M | SAN JUAN, PR | CRD 307441 |
| YARGER WEALTH STRATEGIES, LLC → | RIA / FO | $530M | WESTERVILLE, OH | CRD 310207 |
| BARRETT & COMPANY → | RIA / FO | $530M | PROVIDENCE, RI | CRD 1175 |
| MINDFUL ASSET PLANNING → | RIA / FO | $529M | APPLE VALLEY, MN | CRD 113965 |
| BENEFIT FIDUCIARY GROUP LLC → | RIA / FO | $529M | RICHMOND, VA | CRD 291252 |
| BENEDICT FINANCIAL ADVISORS, INC. → | RIA / FO | $529M | ATLANTA, GA | CRD 116690 |
| COUNCIL OAK WEALTH ADVISORS → | RIA / FO | $529M | TULSA, OK | CRD 297180 |