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 7701–7800 (page 78 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| WEALTHSPRING CAPITAL LLC → | RIA / FO | $515M | WEST HARRISON, NY | CRD 301040 |
| MATTSON FINANCIAL SERVICES, LLC → | RIA / FO | $515M | KENTWOOD, MI | CRD 153067 |
| TAIKO PRIVATE WEALTH → | RIA / FO | $515M | CHICAGO, IL | CRD 329909 |
| HAVEN WEALTH GROUP → | RIA / FO | $515M | HOUSTON, TX | CRD 148099 |
| GAVILAN INVESTMENT PARTNERS LLC → | RIA / FO | $515M | BURLINGAME, CA | CRD 311134 |
| JAMES T. BORELLO & CO. → | RIA / FO | $514M | EAST DUNDEE, IL | CRD 16860 |
| SEARCY FINANCIAL SERVICES, INC. → | RIA / FO | $514M | OVERLAND PARK, KS | CRD 105807 |
| UHLER VERTICH WHITE ADVISORS → | RIA / FO | $514M | FORT MYERS, FL | CRD 130716 |
| WISER WEALTH MANAGEMENT, INC → | RIA / FO | $514M | MARIETTA, GA | CRD 125282 |
| TOWER BAY ASSET MANAGEMENT LP → | RIA / FO | $514M | STAMFORD, CT | CRD 317104 |
| SERENITY INVESTMENT ADVISORS → | RIA / FO | $514M | CHICAGO, IL | CRD 307924 |
| GREYBULL ADVISORS, LLC → | RIA / FO | $514M | JACKSON, WY | CRD 317767 |
| ALLOCATOR SOLUTIONS, LLC → | RIA / FO | $514M | ST LOUIS, MO | CRD 337300 |
| ELEVATUS WEALTH MANAGEMENT, LLC → | RIA / FO | $513M | VICTOR, NY | CRD 325629 |
| CACM → | RIA / FO | $513M | NEW YORK, NY | CRD 298587 |
| DEW POINT CAPITAL → | RIA / FO | $513M | LOS ANGELES, CA | CRD 305010 |
| PHARVISION ADVISERS, LLC → | RIA / FO | $513M | BOCA RATON, FL | CRD 311739 |
| BROADWING CAPITAL MANAGEMENT LLC → | RIA / FO | $513M | DALLAS, TX | CRD 328881 |
| FORTWOOD CAPITAL LP → | RIA / FO | $513M | GREENWICH, CT | CRD 329381 |
| GGM FINANCIAL LLC → | RIA / FO | $513M | COLUMBUS, OH | CRD 327008 |
| WAKEFIELD WEALTH MANAGEMENT, LLLP → | RIA / FO | $513M | ENGLEWOOD, CO | CRD 173997 |
| SYSTIMA CAPITAL MANAGEMENT → | RIA / FO | $513M | CHICAGO, IL | CRD 168318 |
| TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L → | RIA / FO | $513M | TROY, MI | CRD 156177 |
| INVESTMENT RESEARCH PARTNERS → | RIA / FO | $512M | LEMONT, PA | CRD 304315 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP → | RIA / FO | $512M | MILL VALLEY, CA | CRD 316549 |
| LEO WEALTH AMERICAS, LLC → | RIA / FO | $512M | HURST, TX | CRD 338799 |
| MISAKI CAPITAL INC. → | RIA / FO | $512M | TOKYO | CRD 282308 |
| VENATOR MANAGEMENT LLC → | RIA / FO | $512M | PITTSBURGH, PA | CRD 310406 |
| ST. JAMES INVESTMENT ADVISORS, LLC → | RIA / FO | $512M | PORT JEFFERSON, NY | CRD 283880 |
| CLIENT 1ST ADVISORY GROUP → | RIA / FO | $511M | DUNEDIN, FL | CRD 167790 |
| OWNER RESOURCE GROUP, LLC → | RIA / FO | $511M | AUSTIN, TX | CRD 164028 |
| FLOREK FINANCIAL, LLC → | RIA / FO | $511M | DUXBURY, MA | CRD 152235 |
| ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES → | RIA / FO | $511M | PASADENA, CA | CRD 109766 |
| SHOKER INVESTMENTS → | RIA / FO | $511M | – | CRD 107857 |
| FIDATO WEALTH LLC → | RIA / FO | $511M | MIDDLEBURG HEIGHTS, OH | CRD 158173 |
| HORIZON FINANCIAL → | RIA / FO | $510M | WEST HENRIETTA, NY | CRD 305239 |
| ELDRIDGE GP1 ADVISERS → | RIA / FO | $510M | NEW YORK, NY | CRD 333934 |
| DEFENDER CAPITAL → | RIA / FO | $510M | CHARLOTTE, NC | CRD 159607 |
| CHASE INVESTMENT COUNSEL CORPORATION → | RIA / FO | $510M | CHARLOTTESVILLE, VA | CRD 104648 |
| MADISON ADVISORY SERVICES, INC. → | RIA / FO | $510M | WHITE PLAINS, NY | CRD 132386 |
| NEBARI PARTNERS, LLC → | RIA / FO | $510M | NEW YORK, NY | CRD 295859 |
| ASPIRE PRIVATE CAPITAL → | RIA / FO | $510M | CORNELIUS, NC | CRD 154116 |
| HIGHBROOK CAPITAL PARTNERS → | RIA / FO | $509M | ATLANTA, GA | CRD 338408 |
| PLATFORM WEALTH ADVISORS → | RIA / FO | $509M | HOLLADAY, UT | CRD 329313 |
| MANA ADVISORS LLC → | RIA / FO | $509M | NEW YORK, NY | CRD 284792 |
| TURNSPIRE CAPITAL PARTNERS LLC → | RIA / FO | $509M | NEW YORK, NY | CRD 311053 |
| PERMANENT EQUITY MANAGEMENT → | RIA / FO | $509M | COLUMBIA, MO | CRD 309530 |
| LIONHEART STRATEGIC MANAGEMENT, LLC → | RIA / FO | $509M | NEW YORK, NY | CRD 314990 |
| TAURUS PRIVATE MARKETS, LLC → | RIA / FO | $509M | MALVERN, PA | CRD 300786 |
| DOVER PARTNERS INC → | RIA / FO | $509M | DAYTON, OH | CRD 105133 |
| PINNACLE INVESTMENT ADVISORS → | RIA / FO | $508M | TULSA, OK | CRD 108086 |
| &WEALTH PARTNERS → | RIA / FO | $508M | BALTIMORE, MD | CRD 149136 |
| IBN ASSET MANAGEMENT, LLC → | RIA / FO | $508M | THOUSAND OAKS, CA | CRD 290114 |
| QUADRATIC CAPITAL MANAGEMENT LLC → | RIA / FO | $508M | GREENWICH, CT | CRD 172768 |
| SOLACE CAPITAL PARTNERS, L.P. → | RIA / FO | $508M | EL SEGUNDO, CA | CRD 175319 |
| INSTRUMENTAL WEALTH, LLC → | RIA / FO | $508M | TAMPA, FL | CRD 310788 |
| FINANCIAL DESIGNS CORPORATION → | RIA / FO | $508M | CLAREMONT, CA | CRD 14829 |
| WEA FINANCIAL ADVISORS, INC. → | RIA / FO | $508M | MADISON, WI | CRD 144919 |
| AGELLUS CAPITAL, LLC → | RIA / FO | $508M | CLAYTON, MO | CRD 330152 |
| CROSSBEAM VENTURE PARTNERS → | RIA / FO | $508M | NEW YORK, NY | CRD 309047 |
| MANDARINFISH MANAGEMENT, LLC → | RIA / FO | $508M | – | CRD 288139 |
| GARDEN INVESTMENTS → | RIA / FO | $508M | GREENWICH, CT | CRD 330358 |
| WEALTHCREST FINANCIAL SERVICES, LLC → | RIA / FO | $508M | SPRINGFIELD, VA | CRD 130049 |
| STRATIS CAPITAL, LLC → | RIA / FO | $508M | DARIEN, CT | CRD 300130 |
| THE LAM GROUP, INC. → | RIA / FO | $507M | – | CRD 128055 |
| MEP CAPITAL MANAGEMENT, LLC → | RIA / FO | $507M | NEW YORK, NY | CRD 304299 |
| MALTIN WEALTH MANAGEMENT, INC. → | RIA / FO | $507M | – | CRD 164330 |
| PINE HARBOR WEALTH MANAGEMENT LLC → | RIA / FO | $507M | FAIRFAX, VA | CRD 317352 |
| HELVETIA INVESTMENT ADVISORS → | RIA / FO | $507M | LUGANO | CRD 171155 |
| LFL ADVISERS, LLC → | RIA / FO | $507M | EVANSTON, IL | CRD 163963 |
| BOONE WEALTH ADVISORS, LLC → | RIA / FO | $507M | BELLEVUE, WA | CRD 116682 |
| KAUFMAN ROSSIN WEALTH, LLC → | RIA / FO | $507M | MIAMI, FL | CRD 301921 |
| CREAND MANAGEMENT → | RIA / FO | $507M | MIAMI, FL | CRD 154894 |
| CLEVELAND WEALTH, LLC → | RIA / FO | $507M | CLEVELAND, OH | CRD 282196 |
| ONYX FINANCIAL ADVISORS, LLC → | RIA / FO | $506M | IDAHO FALLS, ID | CRD 134881 |
| BLACKSAND CAPITAL, LLC → | RIA / FO | $506M | HONOLULU, HI | CRD 291612 |
| FINANCIAL & TAX ARCHITECTS, LLC → | RIA / FO | $506M | ST. LOUIS, MO | CRD 119169 |
| BLUESPHERE ADVISORS LLC → | RIA / FO | $506M | EAST NORRITON, PA | CRD 283972 |
| PHD RETIREMENT CONSULTING → | RIA / FO | $506M | OVERLAND PARK, KS | CRD 304989 |
| WELCH CAPITAL PARTNERS LLC → | RIA / FO | $506M | HARRISON, NY | CRD 106721 |
| SENECA HOUSE ADVISORS → | RIA / FO | $506M | RICHMOND, VA | CRD 210519 |
| EAB INVESTMENT GROUP, LLC → | RIA / FO | $506M | BALA CYNWYD, PA | CRD 165865 |
| FIRST ADVISORS NATIONAL, LLC → | RIA / FO | $506M | ATLANTA, GA | CRD 166212 |
| MKD WEALTH → | RIA / FO | $506M | TROY, MI | CRD 144994 |
| GLOBAL CREDIT ADVISERS, LLC → | RIA / FO | $506M | NEW YORK, NY | CRD 147843 |
| HFG WEALTH MANAGEMENT, LLC → | RIA / FO | $506M | THE WOODLANDS, TX | CRD 148406 |
| 327 CAPITAL PARTNERS, LLC → | RIA / FO | $506M | SAN ANTONIO, TX | CRD 313414 |
| OLIVER CAPITAL MANAGEMENT → | RIA / FO | $506M | SEATTLE, WA | CRD 127606 |
| SELBY LANE CAPITAL, LLC → | RIA / FO | $505M | CHARLOTTESVILLE, VA | CRD 325345 |
| CARL P. SHERR & CO., LLC → | RIA / FO | $505M | WORCESTER, MA | CRD 3394 |
| PUNCH CARD MANAGEMENT → | RIA / FO | $505M | WINTER PARK, FL | CRD 162939 |
| BELLARS HARRIS WEALTH MANAGEMENT → | RIA / FO | $505M | VIRGINIA BEACH, VA | CRD 338986 |
| LEGACIES WEALTH LLC → | RIA / FO | $505M | MINNETONKA, MN | CRD 143138 |
| CAPITALA PRIVATE ADVISORS, LLC → | RIA / FO | $505M | CHARLOTTE, NC | CRD 283527 |
| PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. → | RIA / FO | $505M | WAYZATA, MN | CRD 119436 |
| SAGE TRADING COLLECTIVE → | RIA / FO | $505M | – | CRD 337481 |
| ACCRETIVE WEALTH PARTNERS, LLC → | RIA / FO | $505M | PARSIPPANY, NJ | CRD 299544 |
| BLACK CORAL FINANCIAL ADVISORS, LLC → | RIA / FO | $504M | MOUNT OLIVE, NJ | CRD 154623 |
| FYRA CAPITAL MANAGEMENT → | RIA / FO | $504M | ST. CHARLES, MO | CRD 315100 |
| DENTIST ADVISORS → | RIA / FO | $504M | SALT LAKE CITY, UT | CRD 149559 |