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.
36,242 matches · showing 7601–7700 (page 77 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| NAVIGATE PRIVATE WEALTH, LLC → | RIA / FO | $529M | DRAPER, UT | CRD 170774 |
| CH GLOBAL CAPITAL MANAGEMENT, LLC → | RIA / FO | $529M | NEW YORK, NY | CRD 283431 |
| CARAVELA ENERGY PARTNERS LP → | RIA / FO | $529M | DARIEN, CT | CRD 323131 |
| WILLOW CREEK FINANCIAL → | RIA / FO | $529M | SAN DIEGO, CA | CRD 285670 |
| S.A. MASON, LLC → | RIA / FO | $529M | HOLLAND, MI | CRD 151440 |
| PETERSON WEALTH SERVICES INC. → | RIA / FO | $529M | SOUTH OGDEN, UT | CRD 288620 |
| MEASURED WEALTH PRIVATE CLIENT GROUP, LLC → | RIA / FO | $528M | PORTSMOUTH, NH | CRD 170442 |
| BCR WEALTH STRATEGIES → | RIA / FO | $528M | VESTAVIA, AL | CRD 119670 |
| STRENGTH CAPITAL PARTNERS, LLC → | RIA / FO | $528M | BIRMINGHAM, MI | CRD 134320 |
| ARCHEAN CAPITAL PARTNERS II, L.L.C. → | RIA / FO | $528M | NEWTOWN SQUARE, PA | CRD 294346 |
| CURA WEALTH ADVISORS, LLC → | RIA / FO | $528M | CHICAGO, IL | CRD 332511 |
| ROSECAP INVESTMENT ADVISORS, LLC → | RIA / FO | $528M | GRAND JUNCTION, CO | CRD 152054 |
| NOBLE FAMILY WEALTH → | RIA / FO | $527M | CLEARWATER, FL | CRD 315152 |
| AXON CAPITAL LP → | RIA / FO | $527M | NEW YORK, NY | CRD 158281 |
| SOPHRON CAPITAL MANAGEMENT → | RIA / FO | $527M | SUMMIT, NJ | CRD 331387 |
| HVPF MANAGER II, LLC → | RIA / FO | $527M | NEW YORK, NY | CRD 318754 |
| COMPASS FINANCIAL ADVISORY SERVICES, LLC → | RIA / FO | $527M | ORMOND BEACH, FL | CRD 316843 |
| ARISTON SERVICES GROUP, LLC → | RIA / FO | $527M | SAN DIEGO, CA | CRD 146255 |
| COMPASS GROUP INVESTMENTS SOLUTIONS LLC → | RIA / FO | $527M | MIAMI, FL | CRD 305680 |
| NORTHERN CAPITAL MANAGEMENT, INC. → | RIA / FO | $527M | SPOKANE, WA | CRD 111379 |
| RETIREMENT WELLNESS GROUP → | RIA / FO | $527M | PASADENA, CA | CRD 297255 |
| ALAETHES WEALTH, LLC → | RIA / FO | $526M | – | CRD 304920 |
| CONSTELLATION ASSET MANAGEMENT → | RIA / FO | $526M | SAO PAULO | CRD 157140 |
| AURDAN CAPITAL MANAGEMENT, LLC → | RIA / FO | $526M | WAYNE, PA | CRD 330304 |
| ONE BOW RIVER ADVISERS, LLC. → | RIA / FO | $526M | COLORADO SPRINGS, CO | CRD 333311 |
| GRAYBILL WEALTH MANAGEMENT, LTD. → | RIA / FO | $526M | ELMHURST, IL | CRD 112046 |
| GOLD INVESTMENT MANAGEMENT LTD. → | RIA / FO | $526M | EDMONTON | CRD 152056 |
| BOSTONPREMIER WEALTH → | RIA / FO | $525M | HINGHAM, MA | CRD 282268 |
| CORE PLANNING → | RIA / FO | $525M | OFALLON, MO | CRD 154660 |
| OPTIMIZED INVESTMENT PARTNERS, LLC → | RIA / FO | $525M | – | CRD 322145 |
| 5TH STREET ADVISORS, LLC → | RIA / FO | $524M | SOUTHPORT, CT | CRD 140165 |
| ESSENTIAL PLANNING, LLC → | RIA / FO | $524M | PORTSMOUTH, NH | CRD 106651 |
| REIFY WEALTH ADVISORS, INC. → | RIA / FO | $524M | INDIANAPOLIS, IN | CRD 121978 |
| MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC → | RIA / FO | $524M | LINCOLNSHIRE, IL | CRD 118366 |
| DENVER PWM, LLC → | RIA / FO | $524M | DENVER, CO | CRD 171139 |
| PATHWAY FINANCIAL ADVISERS, LLC → | RIA / FO | $524M | AUBURN, IN | CRD 166237 |
| SST BENEFITS CONSULTING → | RIA / FO | $524M | ALISO VIEJO, CA | CRD 288129 |
| CONIFER INVESTMENTS LTD → | RIA / FO | $524M | WEST HARTFORD, CT | CRD 106159 |
| DLK INVESTMENT MANAGEMENT → | RIA / FO | $524M | SOLANA BEACH, CA | CRD 149096 |
| CONVERGENCE INVESTMENT PARTNERS, LLC → | RIA / FO | $524M | PALM BEACH GARDENS, FL | CRD 148472 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. → | RIA / FO | $523M | AUSTIN, TX | CRD 144008 |
| CHURCHILL FINANCIAL ADVISORS, LLC → | RIA / FO | $523M | LOUISVILLE, KY | CRD 333071 |
| EVERGREEN ADVISORS, LLC → | RIA / FO | $523M | CHATTANOOGA, TN | CRD 149861 |
| FORT POINT CAPITAL → | RIA / FO | $523M | BOSTON, MA | CRD 164067 |
| PARK EDGE ADVISORS, LLC → | RIA / FO | $523M | CLEVELAND, OH | CRD 317521 |
| DELTA WEALTH MANAGEMENT → | RIA / FO | $522M | – | CRD 111368 |
| SHERBORNE INVESTORS MANAGEMENT LP → | RIA / FO | $522M | NEW YORK, NY | CRD 160178 |
| VOYA INVESTMENT MANAGEMENT (UK) LIMITED → | RIA / FO | $522M | LONDON | CRD 319170 |
| MCLAUGHLIN RYDER INVESTMENTS, INC. → | RIA / FO | $522M | ALEXANDRIA, VA | CRD 147529 |
| DG CAPITAL MANAGEMENT, LLC → | RIA / FO | $522M | NEW YORK, NY | CRD 157258 |
| LEADING EDGE FINANCIAL PLANNING LLC → | RIA / FO | $522M | KNOXVILLE, TN | CRD 277149 |
| VERSO PARTNERS → | RIA / FO | $522M | SAN FRANCISCO, CA | CRD 318319 |
| REFLOW SERVICES, LLC → | RIA / FO | $521M | SAN FRANCISCO, CA | CRD 158301 |
| ANDREW GARRETT, INC. → | RIA / FO | $521M | NEW YORK, NY | CRD 29931 |
| TRINITY LEGACY PARTNERS, LLC → | RIA / FO | $521M | HOUSTON, TX | CRD 159179 |
| 5TH CENTURY PARTNERS → | RIA / FO | $521M | CHICAGO, IL | CRD 313522 |
| BENIN MANAGEMENT CORP → | RIA / FO | $521M | – | CRD 110988 |
| DISCIPLINED EQUITY MANAGEMENT, INC. → | RIA / FO | $521M | NEPTUNE BEACH, FL | CRD 129436 |
| KINGDOM FINANCIAL GROUP, LLC → | RIA / FO | $521M | PEORIA, AZ | CRD 155676 |
| PAUL CAPITAL → | RIA / FO | $521M | SAN FRANCISCO, CA | CRD 121168 |
| FIDUCIARY ADVISORS, LLC → | RIA / FO | $520M | COTTONWOOD HEIGHTS, UT | CRD 104189 |
| GROUNDED CAPITAL, LLC → | RIA / FO | $520M | MILL VALLEY, CA | CRD 323354 |
| ZURAW FINANCIAL ADVISORS, LLC → | RIA / FO | $520M | GREENSBORO, NC | CRD 173129 |
| UNCOMMON CENTS INVESTING → | RIA / FO | $520M | JANESVILLE, WI | CRD 290105 |
| DEAN, JACOBSON FINANCIAL SERVICES → | RIA / FO | $519M | FORT WORTH, TX | CRD 115879 |
| ALTERA PRIVATE ACCESS, LLC → | RIA / FO | $519M | ATLANTA, GA | CRD 287467 |
| SAVANO DIRECT CAPITAL PARTNERS, LLC → | RIA / FO | $519M | BALTIMORE, MD | CRD 174066 |
| BROADOAK ASSET MANAGEMENT, LLC → | RIA / FO | $519M | BETHESDA, MD | CRD 148901 |
| NORTHSTAR FINANCIAL COMPANIES, INC. → | RIA / FO | $519M | CONSHOHOCKEN, PA | CRD 119396 |
| MATSON FINANCIAL ADVISORS, INC. → | RIA / FO | $519M | DANBURY, CT | CRD 122480 |
| SUMMIT HOUSE CAPITAL MANAGEMENT, LLC → | RIA / FO | $519M | DALLAS, TX | CRD 306823 |
| COUNCIL CAPITAL FUNDS MANAGEMENT, LLC → | RIA / FO | $519M | NASHVILLE, TN | CRD 174036 |
| BICYCLE CAPITAL → | RIA / FO | $518M | COCONUT GROVE, FL | CRD 328090 |
| BOARDMAN BAY CAPITAL MANAGEMENT LLC → | RIA / FO | $518M | NEW YORK, NY | CRD 164577 |
| INDEPENDENT WEALTH NETWORK, INC. → | RIA / FO | $518M | URBANDALE, IA | CRD 286262 |
| HUDSON HILL CAPITAL MANAGEMENT, LLC → | RIA / FO | $518M | NEW YORK, NY | CRD 316815 |
| QUANTECH SOLUTION PARTNERS NORTH AMERICA INC. → | RIA / FO | $518M | NY, NY | CRD 315603 |
| PARKSHORE WEALTH MANAGEMENT → | RIA / FO | $518M | GRANITE BAY, CA | CRD 148052 |
| SELDON CAPITAL LP → | RIA / FO | $518M | SAN FRANCISCO, CA | CRD 300755 |
| ALTIUM INVESTMENT STRATEGIES LLC → | RIA / FO | $518M | WESLEY CHAPEL, FL | CRD 333950 |
| BGM WEALTH MANAGEMENT → | RIA / FO | $517M | BLOOMINGTON, MN | CRD 110483 |
| JZ PARTNERS → | RIA / FO | $517M | NEW YORK, NY | CRD 160932 |
| ALLIANCE WEALTH MANAGEMENT GROUP, LLC → | RIA / FO | $517M | FLEMINGTON, NJ | CRD 169573 |
| FIAT WEALTH MANAGEMENT → | RIA / FO | $517M | WAYZATA, MN | CRD 318201 |
| NESTYIELD ETFS → | RIA / FO | $517M | DOWNEY, CA | CRD 332971 |
| CHELSEA MANAGEMENT COMPANY → | RIA / FO | $517M | WOODLAND HILLS, CA | CRD 110399 |
| SOWA FINANCIAL GROUP → | RIA / FO | $517M | LINCOLN, RI | CRD 107646 |
| GIFFORD FONG ASSOCIATES → | RIA / FO | $517M | LAFAYETTE, CA | CRD 142917 |
| MEDALLION WEALTH ADVISORS, LLC → | RIA / FO | $517M | FARMINGTON, CT | CRD 156064 |
| CRG FUND MANAGER, LLC → | RIA / FO | $517M | CHICAGO, IL | CRD 311944 |
| MILLENNIA GLOBAL INVESTORS, LLC → | RIA / FO | $516M | NEW YORK, NY | CRD 322761 |
| 801 WEST CAPITAL MANAGEMENT, LLC → | RIA / FO | $516M | LAKE OSWEGO, OR | CRD 168417 |
| PRUDENT INVESTORS → | RIA / FO | $516M | LAKE FOREST, CA | CRD 127284 |
| CID CAPITAL II, INC. → | RIA / FO | $516M | CARMEL, IN | CRD 160776 |
| STEAMBOAT CAPITAL PARTNERS, LLC → | RIA / FO | $516M | – | CRD 173141 |
| ORION INVESTMENT CO → | RIA / FO | $515M | ST LOUIS, MO | CRD 110867 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC → | RIA / FO | $515M | MURRAY, UT | CRD 318842 |
| THE MAIN STREET GROUP → | RIA / FO | $515M | GLEN ALLEN, VA | CRD 175502 |
| TWENTY-FIRST TAILORED SOLUTIONS, INC. → | RIA / FO | $515M | – | CRD 158381 |
| PRISM ADVISORS, INC. → | RIA / FO | $515M | STUDIO CITY, CA | CRD 286474 |