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 701–800 (page 8 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| SMARTX ADVISORY SOLUTIONS → | RIA / FO | $27.0B | WEST PALM BEACH, FL | CRD 297680 |
| ARISTOTLE PACIFIC CAPITAL, LLC → | RIA / FO | $26.8B | NEWPORT BEACH, CA | CRD 298050 |
| AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC → | RIA / FO | $26.7B | NEW YORK, NY | CRD 292769 |
| WELLTH ADVISORY SERVICES, LLC → | RIA / FO | $26.7B | – | CRD 330537 |
| ALPHA WAVE GLOBAL, LP → | RIA / FO | $26.7B | MIAMI BEACH, FL | CRD 160894 |
| BROWN ADVISORY LTD. → | RIA / FO | $26.6B | LONDON | CRD 168985 |
| ARCLINE INVESTMENT MANAGEMENT LP → | RIA / FO | $26.5B | NASHVILLE, TN | CRD 299352 |
| ALLSTATE INVESTMENT MANAGEMENT COMPANY → | RIA / FO | $26.5B | CHICAGO, IL | CRD 107775 |
| CFI PARTNERS → | RIA / FO | $26.3B | CHICAGO, IL | CRD 139531 |
| INVESCO HONG KONG LIMITED → | RIA / FO | $26.2B | HONG KONG | CRD 109923 |
| SUMMIT ROCK ADVISORS, LP → | RIA / FO | $26.2B | NEW YORK, NY | CRD 144059 |
| FRED ALGER MANAGEMENT, LLC → | RIA / FO | $26.1B | NEW YORK, NY | CRD 106750 |
| DRIEHAUS CAPITAL MANAGEMENT LLC → | RIA / FO | $26.1B | CHICAGO, IL | CRD 105757 |
| 1919 INVESTMENT COUNSEL, LLC → | RIA / FO | $26.0B | BALTIMORE, MD | CRD 133370 |
| MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC → | RIA / FO | $25.9B | BOSTON, MA | CRD 109355 |
| CSOP ASSET MANAGEMENT LIMITED → | RIA / FO | $25.9B | CENTRAL | CRD 170206 |
| TEMPLETON GLOBAL ADVISORS LIMITED → | RIA / FO | $25.8B | NASSAU | CRD 111383 |
| BLUE OWL INSURANCE SOLUTIONS → | RIA / FO | $25.8B | NEW YORK, NY | CRD 331318 |
| IMPAX ASSET MANAGEMENT, LTD. → | RIA / FO | $25.8B | LONDON | CRD 143247 |
| FMR INVESTMENT MANAGEMENT (UK) LIMITED → | RIA / FO | $25.8B | LONDON | CRD 108273 |
| AGL CREDIT MANAGEMENT LLC → | RIA / FO | $25.8B | NEW YORK, NY | CRD 299601 |
| CIGNA INVESTMENTS, INC. → | RIA / FO | $25.8B | BLOOMFIELD, CT | CRD 105811 |
| PRETIUM SINGLE-FAMILY RENTAL MANAGER III, LLC → | RIA / FO | $25.7B | NEW YORK, NY | CRD 304443 |
| AUDAX PRIVATE DEBT → | RIA / FO | $25.7B | NEW YORK, NY | CRD 159458 |
| STRATEGIC VALUE PARTNERS, LLC → | RIA / FO | $25.6B | GREENWICH, CT | CRD 138406 |
| KSL CAPITAL PARTNERS → | RIA / FO | $25.6B | DENVER, CO | CRD 155677 |
| PALMER SQUARE CAPITAL MANAGEMENT LLC → | RIA / FO | $25.6B | MISSION WOODS, KS | CRD 155697 |
| CVC ADVISORS (U.S.) INC. → | RIA / FO | $25.6B | NEW YORK, NY | CRD 174050 |
| H&H INTERNATIONAL INVESTMENT, LLC → | RIA / FO | $25.5B | PALO ALTO, CA | CRD 292451 |
| HIRTLE & CO., LLC → | RIA / FO | $25.4B | WEST CONSHOHOCKEN, PA | CRD 105403 |
| SOMPO ASSET MANAGEMENT CO., LTD. → | RIA / FO | $25.4B | TOKYO | CRD 286479 |
| ALKEON CAPITAL MANAGEMENT, LLC → | RIA / FO | $25.3B | NEW YORK, NY | CRD 118059 |
| PLANTE MORAN FINANCIAL ADVISORS → | RIA / FO | $25.1B | SOUTHFIELD, MI | CRD 112158 |
| PEMBERTON CAPITAL ADVISORS LLP → | RIA / FO | $25.1B | LONDON | CRD 282621 |
| PERSHING SQUARE CAPITAL MANAGEMENT, L.P. → | RIA / FO | $25.1B | NEW YORK, NY | CRD 132982 |
| THREE FIFTY EIGHT INVESTMENT GROUP, LLC → | RIA / FO | $25.0B | – | CRD 334965 |
| LPL ENTERPRISE, LLC → | RIA / FO | $24.9B | FORT MILL, SC | CRD 8733 |
| RUFFER LLP → | RIA / FO | $24.9B | LONDON | CRD 309733 |
| GARCIA HAMILTON & ASSOCIATES LP → | RIA / FO | $24.9B | HOUSTON, TX | CRD 108017 |
| W1M WEALTH MANAGEMENT LIMITED → | RIA / FO | $24.8B | LONDON | CRD 132210 |
| HERMES INVESTMENT MANAGEMENT LIMITED → | RIA / FO | $24.8B | LONDON | CRD 153104 |
| FEDERATED HERMES (UK) LLP → | RIA / FO | $24.7B | LONDON | CRD 169087 |
| DAVENPORT & COMPANY LLC → | RIA / FO | $24.7B | RICHMOND, VA | CRD 1588 |
| THE BAUPOST GROUP, L.L.C. → | RIA / FO | $24.7B | BOSTON, MA | CRD 109530 |
| UNITED CAPITAL FINANCIAL ADVISORS → | RIA / FO | $24.6B | IRVING, TX | CRD 134600 |
| JEFFERIES FINANCE LLC → | RIA / FO | $24.6B | NEW YORK, NY | CRD 162264 |
| ARGA INVESTMENT MANAGEMENT, LP → | RIA / FO | $24.6B | STAMFORD, CT | CRD 153665 |
| GABELLI FUNDS, LLC → | RIA / FO | $24.6B | RYE, NY | CRD 104949 |
| MML INVESTMENT ADVISERS, LLC → | RIA / FO | $24.5B | SPRINGFIELD, MA | CRD 169568 |
| DWS ALTERNATIVES GLOBAL LIMITED → | RIA / FO | $24.5B | LONDON | CRD 139526 |
| PGIM PRIVATE PLACEMENT INVESTORS, L.P. → | RIA / FO | $24.4B | NEWARK, NJ | CRD 106442 |
| FIRST COMMAND ADVISORY SERVICES → | RIA / FO | $24.4B | FORT WORTH, TX | CRD 281958 |
| ONEAMERICA ASSET MANAGEMENT, LLC → | RIA / FO | $24.4B | INDIANAPOLIS, IN | CRD 165929 |
| WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. → | RIA / FO | $24.4B | BOSTON, MA | CRD 146990 |
| PICTET ASSET MANAGEMENT LIMITED → | RIA / FO | $24.4B | LONDON | CRD 105205 |
| GE INVESTMENT MANAGEMENT → | RIA / FO | $24.4B | NORWALK, CT | CRD 323648 |
| MATSON MONEY, INC. → | RIA / FO | $24.3B | MASON, OH | CRD 110425 |
| TOWERS WATSON INVESTMENT MANAGEMENT → | RIA / FO | $24.3B | LONDON | CRD 168493 |
| ELMWOOD ASSET MANAGEMENT LLC → | RIA / FO | $24.3B | NEW YORK, NY | CRD 297926 |
| MAKENA CAPITAL MANAGEMENT, LLC → | RIA / FO | $24.3B | MENLO PARK, CA | CRD 156855 |
| XPONANCE LLC → | RIA / FO | $24.3B | PHILADELPHIA, PA | CRD 111126 |
| BRIDGEPOINT LLC → | RIA / FO | $24.2B | NEW YORK, NY | CRD 322260 |
| BGO US REAL ESTATE LP → | RIA / FO | $24.1B | NEW YORK, NY | CRD 157034 |
| PROVIDENCE EQUITY PARTNERS L.L.C. → | RIA / FO | $24.1B | PROVIDENCE, RI | CRD 155678 |
| LEAFHOUSE FINANCIAL ADVISORS, LLC → | RIA / FO | $24.1B | AUSTIN, TX | CRD 149694 |
| T. ROWE PRICE JAPAN, INC. → | RIA / FO | $24.1B | TOKYO | CRD 290585 |
| BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP → | RIA / FO | $24.1B | SEATTLE, WA | CRD 111470 |
| POLEN CAPITAL MANAGEMENT, LLC → | RIA / FO | $24.1B | BOCA RATON, FL | CRD 106093 |
| TEMPLETON ASSET MANAGEMENT LTD. → | RIA / FO | $24.0B | SINGAPORE | CRD 111382 |
| COLCHESTER GLOBAL INVESTORS → | RIA / FO | $24.0B | LONDON | CRD 110985 |
| CHINA ASSET MANAGEMENT (HONG KONG) LIMITED → | RIA / FO | $23.9B | HONG KONG | CRD 166615 |
| MERIT FINANCIAL ADVISORS → | RIA / FO | $23.9B | ALPHARETTA, GA | CRD 142457 |
| FEG → | RIA / FO | $23.9B | CINCINNATI, OH | CRD 121658 |
| INDEPENDENT FRANCHISE PARTNERS LLP → | RIA / FO | $23.8B | LONDON | CRD 150108 |
| ACCEL-KKR → | RIA / FO | $23.8B | MENLO PARK, CA | CRD 156498 |
| SYSTEMATICA INVESTMENTS GP LIMITED → | RIA / FO | $23.8B | ST HELIER | CRD 289338 |
| SYSTEMATICA INVESTMENTS LIMITED → | RIA / FO | $23.8B | ST HELIER | CRD 173876 |
| SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD → | RIA / FO | $23.8B | SINGAPORE | CRD 289335 |
| SYSTEMATICA INVESTMENTS UK LLP → | RIA / FO | $23.8B | LONDON | CRD 289336 |
| ADP STRATEGIC PLAN SERVICES, LLC → | RIA / FO | $23.8B | ROSELAND, NJ | CRD 286555 |
| MOORE CAPITAL MANAGEMENT, LP → | RIA / FO | $23.7B | NEW YORK, NY | CRD 160188 |
| HORSLEY BRIDGE PARTNERS LLC → | RIA / FO | $23.6B | SAN FRANCISCO, CA | CRD 110877 |
| K1 INVESTMENT MANAGEMENT LLC → | RIA / FO | $23.6B | MANHATTAN BEACH, CA | CRD 161953 |
| TWENTYFOUR ASSET MANAGEMENT (US) LP → | RIA / FO | $23.5B | NEW YORK, NY | CRD 285791 |
| LONGFELLOW INVESTMENT MANAGEMENT CO. LLC → | RIA / FO | $23.4B | BOSTON, MA | CRD 104945 |
| WASATCH ADVISORS LP → | RIA / FO | $23.3B | SALT LAKE CITY, UT | CRD 106081 |
| OXFORD FINANCIAL GROUP, LTD → | RIA / FO | $23.3B | CARMEL, IN | CRD 105303 |
| BELLE HAVEN INVESTMENTS, L.P. → | RIA / FO | $23.3B | RYE BROOK, NY | CRD 29278 |
| NEW HOLLAND CAPITAL, LLC → | RIA / FO | $23.3B | NEW YORK, NY | CRD 160211 |
| J O HAMBRO CAPITAL MANAGEMENT LIMITED → | RIA / FO | $23.3B | LONDON | CRD 138653 |
| JORDAN PARK GROUP LLC → | RIA / FO | $23.3B | SAN FRANCISCO, CA | CRD 287755 |
| ARAX ADVISORY PARTNERS → | RIA / FO | $23.2B | NEW YORK, NY | CRD 133535 |
| ENGINEERS GATE MANAGER LP → | RIA / FO | $23.2B | NEW YORK, NY | CRD 172249 |
| CAPITAL ADVISORS GROUP, INC → | RIA / FO | $23.0B | BOSTON, MA | CRD 112000 |
| JOHNSON INVESTMENT COUNSEL, INC. → | RIA / FO | $23.0B | CINCINNATI, OH | CRD 117054 |
| EXCHANGE TRADED CONCEPTS, LLC → | RIA / FO | $23.0B | OKLAHOMA CITY, OK | CRD 151197 |
| OA PRIVATE CAPITAL → | RIA / FO | $22.9B | GRAND RAPIDS, MI | CRD 282516 |
| CBRE INVESTMENT MANAGEMENT → | RIA / FO | $22.8B | NEW YORK, NY | CRD 109981 |
| PRUDENTIAL SELECT STRATEGIES LLC → | RIA / FO | $22.8B | NEWARK, NJ | CRD 286153 |
| THRIVENT PRIVATE INVESTMENTS → | RIA / FO | $22.8B | MINNEAPOLIS, MN | CRD 338378 |