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 7801–7900 (page 79 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| DUCERE WEALTH MANAGEMENT → | RIA / FO | $504M | NEWPORT BEACH, CA | CRD 337471 |
| WEINBERGER ASSET MANAGEMENT, INC → | RIA / FO | $504M | LOS ANGELES, CA | CRD 106176 |
| 11 CAPITAL PARTNERS LP → | RIA / FO | $504M | DARIEN, CT | CRD 306165 |
| ETESIAN WEALTH ADVISORS, INC. → | RIA / FO | $503M | WEST LINN, OR | CRD 152127 |
| DRUM CAPITAL MANAGEMENT LLC → | RIA / FO | $503M | STAMFORD, CT | CRD 137964 |
| SMH CAPITAL ADVISORS LLC → | RIA / FO | $503M | FORT WORTH, TX | CRD 108344 |
| PROSPERITY FINANCIAL GROUP, INC. → | RIA / FO | $503M | SAN RAMON, CA | CRD 339321 |
| PRESERVATION EQUITY FUND ADVISORS, LLC → | RIA / FO | $503M | IRVINE, CA | CRD 300968 |
| SAYBROOK CAPITAL CORP → | RIA / FO | $503M | SAG HARBOR, NY | CRD 107679 |
| BOLTWOOD CAPITAL MANAGEMENT → | RIA / FO | $503M | WALNUT CREEK, CA | CRD 110293 |
| SHARP FINANCIAL → | RIA / FO | $502M | HORSHAM, PA | CRD 289325 |
| QUANTITATIVE PROCESS, LLC → | RIA / FO | $502M | CHARLOTTE, NC | CRD 165699 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC → | RIA / FO | $502M | ATLANTA, GA | CRD 106796 |
| HUMBLE GROWTH → | RIA / FO | $502M | NEW YORK, NY | CRD 322006 |
| FIRST WASHINGTON CORPORATION → | RIA / FO | $501M | SEATTLE, WA | CRD 6681 |
| GOOGINS ADVISORS, INC. → | RIA / FO | $501M | MIDDLETON, WI | CRD 13985 |
| OTUS CAPITAL MANAGEMENT LIMITED → | RIA / FO | $501M | LONDON | CRD 284879 |
| BITWISE INVESTMENT MANAGER, LLC → | RIA / FO | $501M | SAN FRANCISCO, CA | CRD 317943 |
| FAMILY FINANCIAL SOLUTIONS GROUP, LLC → | RIA / FO | $501M | DURANGO, CO | CRD 172725 |
| SAOTHAIR CAPITAL PARTNERS → | RIA / FO | $501M | WAYNE, PA | CRD 328192 |
| PANDOWEALTH. LLC → | RIA / FO | $500M | – | CRD 281456 |
| HC ADVISORS LLC → | RIA / FO | $500M | SANDY SPRINGS, GA | CRD 165200 |
| PRIVATE WEALTH SOLUTIONS, LLC → | RIA / FO | $500M | CALABASAS, CA | CRD 289437 |
| SABREPOINT CAPITAL MANAGEMENT → | RIA / FO | $500M | DALLAS, TX | CRD 283638 |
| STOKES CAPITAL ADVISORS, LLC → | RIA / FO | $499M | GREENWOOD, SC | CRD 281278 |
| GREENSTONE PARTNERS, LLC → | RIA / FO | $499M | LARKSPUR, CA | CRD 136566 |
| ELEVATED CAPITAL ADVISORS, LLC → | RIA / FO | $499M | DRAPER, UT | CRD 226721 |
| EVT FINANCIAL ADVISORS → | RIA / FO | $499M | ZURICH | CRD 155268 |
| PRESIDIO CAPITAL MANAGEMENT, LLC → | RIA / FO | $499M | SAN DIEGO, CA | CRD 304501 |
| ACT ADVISORS → | RIA / FO | $499M | ASHEVILLE, NC | CRD 173120 |
| SCIENTECH RESEARCH LLC → | RIA / FO | $499M | JERSEY CITY, NJ | CRD 310615 |
| CLARK FINANCIAL SERVICES GROUP, INC. → | RIA / FO | $499M | CHESTERFIELD, MO | CRD 110650 |
| KAHN BROTHERS ADVISORS LLC → | RIA / FO | $499M | NEW YORK, NY | CRD 144368 |
| BLUE OPAL CAPITAL, LLC → | RIA / FO | $499M | NEW YORK, NY | CRD 315680 |
| OUTRUNNER CAPITAL, LLC → | RIA / FO | $498M | AUSTIN, TX | CRD 331377 |
| HASTINGS EQUITY PARTNERS, LLC → | RIA / FO | $498M | BOSTON, MA | CRD 167499 |
| JACKSON FINANCIAL SERVICES, LLC → | RIA / FO | $498M | MT. PLEASANT, SC | CRD 132252 |
| RUEDI WEALTH MANAGEMENT, INC. → | RIA / FO | $498M | CHAMPAIGN, IL | CRD 173262 |
| PITZL FINANCIAL → | RIA / FO | $498M | ARDEN HILLS, MN | CRD 171441 |
| XCEL WEALTH MANAGEMENT, LLC → | RIA / FO | $498M | HOLLY HILL, FL | CRD 158863 |
| SOCORRO ASSET MANAGEMENT → | RIA / FO | $498M | DALLAS, TX | CRD 304401 |
| WILLIAM MADISON ADVISORS, INC. → | RIA / FO | $498M | ABILENE, TX | CRD 294782 |
| SCHMIDT FINANCIAL MANAGEMENT → | RIA / FO | $498M | KIRKLAND, WA | CRD 328247 |
| LEGEIS CAPITAL ADVISORS, LLC → | RIA / FO | $497M | GREAT NECK, NY | CRD 332943 |
| ESCHLER ASSET MANAGEMENT LLP → | RIA / FO | $497M | LONDON | CRD 311807 |
| VERDIS INVESTMENT MANAGEMENT, LLC → | RIA / FO | $497M | WEST CONSHOHOCKEN, PA | CRD 134445 |
| THE MILWEALTH GROUP, LLC → | RIA / FO | $497M | MILWAUKEE, WI | CRD 108931 |
| RR ADVISORS, LLC → | RIA / FO | $497M | DALLAS, TX | CRD 130609 |
| RIPOSTE CAPITAL LLC → | RIA / FO | $497M | NEW YORK, NY | CRD 322217 |
| STEINBERGANNA WEALTH MANAGEMENT LLC → | RIA / FO | $496M | HUNTINGTON, NY | CRD 335680 |
| PEAVINE CAPITAL, LLC → | RIA / FO | $496M | – | CRD 159922 |
| ALEXANDER INVESTMENT SERVICES CO. → | RIA / FO | $496M | LOUISVILLE, KY | CRD 1037 |
| POWERLAW FUND ADVISER, LLC → | RIA / FO | $496M | SAN FRANCISCO, CA | CRD 338152 |
| WHITE OAKS INVESTMENT MANAGEMENT, INC → | RIA / FO | $496M | SARASOTA, FL | CRD 170016 |
| RELEVANCE CAPITAL MANAGEMENT → | RIA / FO | $496M | DENTON, TX | CRD 159983 |
| STRUCTURAL CAPITAL MANAGEMENT COMPANY II, LP → | RIA / FO | $496M | MENLO PARK, CA | CRD 284310 |
| MONARCH CAPITAL MANAGEMENT INC → | RIA / FO | $496M | FORT WAYNE, IN | CRD 106244 |
| KLOSTERS CAPITAL → | RIA / FO | $496M | MIAMI, FL | CRD 285582 |
| PIEDMONT CAPITAL MANAGEMENT, LLC → | RIA / FO | $496M | GREENBORO, NC | CRD 155682 |
| CHERRYDALE WEALTH MANAGEMENT, LLC → | RIA / FO | $495M | MONTCLAIR, NJ | CRD 171541 |
| MCCAY WEALTH ADVISORY LLC → | RIA / FO | $495M | MANCHESTER, TN | CRD 286503 |
| SEMMAX FINANCIAL ADVISORS, INC. → | RIA / FO | $495M | WINSTON-SALEM, NC | CRD 144978 |
| WASATCH HEALTH PARTNERS → | RIA / FO | $495M | SALT LAKE CITY, UT | CRD 335443 |
| GREAT RANGE CAPITAL, LLC → | RIA / FO | $495M | MISSION WOODS, KS | CRD 164294 |
| PORTFOLIO ADVISORY COUNCIL,L.L.C. → | RIA / FO | $495M | HOUSTON, TX | CRD 107465 |
| INFANGER INVESTMENT TECHNOLOGY, LLC → | RIA / FO | $495M | MOUNTAIN VIEW, CA | CRD 112328 |
| GREYSTONE FINANCIAL GROUP, LLC → | RIA / FO | $495M | BLOOMFIELD HILLS, MI | CRD 306595 |
| JDH WEALTH MANAGEMENT, LLC → | RIA / FO | $495M | SANTA ROSA, CA | CRD 112474 |
| STERLING WEALTH MANAGEMENT, INC. → | RIA / FO | $495M | CHAMPAIGN, IL | CRD 131304 |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC → | RIA / FO | $495M | LAKE OSWEGO, OR | CRD 152154 |
| LINCOLNSHIRE MANAGEMENT, INC. → | RIA / FO | $494M | NEW YORK, NY | CRD 157144 |
| THE CONNOR GROUP FUND MANAGER, LLC → | RIA / FO | $494M | MIAMISBURG, OH | CRD 342266 |
| BALANCED WEALTH GROUP LLC → | RIA / FO | $494M | WESTLAKE, OH | CRD 328007 |
| TRUE WEALTH DESIGN, LLC → | RIA / FO | $494M | AKRON, OH | CRD 143194 |
| BUSEY CAPITAL MANAGEMENT, INC. → | RIA / FO | $494M | URBANA, IL | CRD 128044 |
| BONAVENTURE CAPITAL, LLC → | RIA / FO | $494M | BIRMINGHAM, AL | CRD 120780 |
| ALLRED HARRIS WEALTH MANAGEMENT. → | RIA / FO | $493M | DALLAS, TX | CRD 297533 |
| SELLARONDA GLOBAL MANAGEMENT LP → | RIA / FO | $493M | NEW YORK, NY | CRD 325400 |
| HFM INVESTMENT ADVISORS, INC. → | RIA / FO | $493M | – | CRD 115799 |
| UAS ASSET MANAGEMENT → | RIA / FO | $493M | NEW YORK, NY | CRD 21274 |
| MANTEIO CAPITAL LLC → | RIA / FO | $493M | JERSEY CITY, NJ | CRD 311029 |
| GRAHAM PARTNERS → | RIA / FO | $493M | ASHEVILLE, NC | CRD 158939 |
| SYMMETRY CAPITAL ADVISORS LLC → | RIA / FO | $493M | DALLAS, TX | CRD 122563 |
| BASIN OIL AND GAS MANAGEMENT, LP → | RIA / FO | $493M | FORT WORTH, TX | CRD 289099 |
| CARR'S HILL PARTNERS → | RIA / FO | $493M | NEW ORLEANS, LA | CRD 305205 |
| TRUE NORTH MANAGEMENT GROUP, LLC → | RIA / FO | $493M | STAMFORD, CT | CRD 161042 |
| MASTODON ADVISORY GROUP → | RIA / FO | $492M | – | CRD 283494 |
| ENGLE CAPITAL MANAGEMENT, L.P. → | RIA / FO | $492M | GREENWICH, CT | CRD 178525 |
| FUSION CAPITAL, LLC → | RIA / FO | $492M | MT. PLEASANT, SC | CRD 154726 |
| MONETARY MANAGEMENT GROUP INC → | RIA / FO | $492M | ST LOUIS, MO | CRD 110284 |
| HUNGERFORD FINANCIAL LLC → | RIA / FO | $492M | GRAND RAPIDS, MI | CRD 249789 |
| RPD FUND MANAGEMENT LLC → | RIA / FO | $492M | – | CRD 316867 |
| THE O'DONNELL GROUP → | RIA / FO | $492M | CHICO, CA | CRD 162562 |
| BRICK & KYLE ASSOCIATES INC → | RIA / FO | $492M | NEWTOWN, PA | CRD 107771 |
| TYLER STREET CAPITAL → | RIA / FO | $492M | PLYMOUTH, MA | CRD 340011 |
| ATWATER CAPITAL, LLC → | RIA / FO | $491M | LOS ANGELES, CA | CRD 299075 |
| INFLECTION FINANCIAL → | RIA / FO | $491M | – | CRD 309631 |
| PACES FERRY WEALTH ADVISORS, LLC → | RIA / FO | $491M | ATLANTA, GA | CRD 300057 |
| PERMIT CAPITAL, LLC → | RIA / FO | $491M | WEST CONSHOHOCKEN, PA | CRD 138436 |
| VICTOR CAPITAL PARTNERS → | RIA / FO | $491M | NEW YORK, NY | CRD 313929 |