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 7901–8000 (page 80 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| MARYLAND CAPITAL ADVISORS, INC. → | RIA / FO | $491M | CHESTER, MD | CRD 134875 |
| WHITCOMB & HESS, INC. → | RIA / FO | $491M | ASHLAND, OH | CRD 121064 |
| QUANTUM CAPITAL GROUP → | RIA / FO | $491M | HOUSTON, TX | CRD 160267 |
| REDSTONE ADVISORS INC → | RIA / FO | $491M | WICHITA, KS | CRD 107699 |
| THE LIFE WEALTH GROUP → | RIA / FO | $491M | WINTER GARDEN, FL | CRD 332978 |
| SAMALIN WEALTH → | RIA / FO | $491M | CHAPPAQUA, NY | CRD 142214 |
| CYPRESS FINANCIAL PLANNING → | RIA / FO | $490M | HADDON HEIGHTS, NJ | CRD 151014 |
| SYNERGY FUND MANAGEMENT GROUP LIMITED → | RIA / FO | $490M | CENTRAL | CRD 168167 |
| COOK PINE CAPITAL LLC → | RIA / FO | $490M | GREENWICH, CT | CRD 134911 |
| 10 EAST PARTNERS LLC → | RIA / FO | $490M | NEW YORK, NY | CRD 322360 |
| TIM LOONEY INVESTMENTS, LLC → | RIA / FO | $490M | LONGWOOD, FL | CRD 164413 |
| FOURPOINTS INVESTMENT MANAGERS S.A.S → | RIA / FO | $490M | PARIS | CRD 164612 |
| DAHER CAPITAL GROUP, LLC → | RIA / FO | $490M | JUPITER, FL | CRD 341516 |
| HILLCREST CREDIT AND INCOME FUND II MANAGER, LLC → | RIA / FO | $490M | NEW YORK, NY | CRD 288671 |
| MONTGOMERY INVESTMENT MANAGEMENT INC → | RIA / FO | $490M | ROCKVILLE, MD | CRD 105417 |
| MARQUIS WEALTH MANAGEMENT GROUP → | RIA / FO | $489M | FORT MYERS, FL | CRD 116604 |
| IRON FINANCIAL LLC → | RIA / FO | $489M | NORTHBROOK, IL | CRD 106682 |
| IFRAH FINANCIAL SERVICES, INC. → | RIA / FO | $489M | LITTLE ROCK, AR | CRD 136925 |
| POSTROCK PARTNERS LLC → | RIA / FO | $489M | OVERLAND PARK, KS | CRD 328865 |
| ONE DEGREE ADVISORS, INC. → | RIA / FO | $489M | SAN DIEGO, CA | CRD 170392 |
| WOOD TARVER FINANCIAL → | RIA / FO | $489M | BOISE, ID | CRD 298793 |
| WESTERLY CAPITAL MANAGEMENT LLC → | RIA / FO | $489M | SAN FRANCISCO, CA | CRD 140089 |
| WINCOVE → | RIA / FO | $489M | BOSTON, MA | CRD 295192 |
| ACORN CREEK CAPITAL LLC → | RIA / FO | $489M | FORT COLLINS, CO | CRD 325809 |
| GORDIAN WEALTH ADVISORS, LLC → | RIA / FO | $489M | MILL VALLEY, CA | CRD 281775 |
| PARKVIEW LTD. → | RIA / FO | $488M | ZURICH | CRD 160171 |
| REGISTER FINANCIAL ADVISORS, LLC → | RIA / FO | $488M | ATLANTA, GA | CRD 143884 |
| BRIDGEFRONT CAPITAL, LLC → | RIA / FO | $488M | AUSTIN, TX | CRD 291949 |
| FINANCIAL AVENGERS, INC. → | RIA / FO | $488M | OAKLAND, CA | CRD 119636 |
| OBJECTIVITY SQUARED WEALTH MANAGEMENT → | RIA / FO | $488M | CHARLESTON, SC | CRD 311052 |
| HIXON ZUERCHER CAPITAL MANAGEMENT → | RIA / FO | $488M | FINDLAY, OH | CRD 123465 |
| HRC WEALTH MANAGEMENT, LLC → | RIA / FO | $487M | MOSCOW, ID | CRD 117212 |
| 44 WEALTH MANAGEMENT LLC → | RIA / FO | $487M | EUGENE, OR | CRD 309647 |
| BLT FUND MANAGER LLC → | RIA / FO | $487M | STAMFORD, CT | CRD 166743 |
| BROWN, LISLE/CUMMINGS, INC → | RIA / FO | $487M | PROVIDENCE, RI | CRD 1331 |
| ARGENT WEALTH, LLC → | RIA / FO | $487M | RIDGELAND, MS | CRD 311685 |
| ABR CAPITAL PARTNERS, LLC → | RIA / FO | $487M | BALTIMORE, MD | CRD 152121 |
| THREE MAGNOLIAS FINANCIAL ADVISORS → | RIA / FO | $487M | WINSTON SALEM, NC | CRD 114471 |
| DB FITZPATRICK → | RIA / FO | $487M | BOISE, ID | CRD 105671 |
| BELL & BROWN WEALTH ADVISORS, LLC → | RIA / FO | $487M | NEWPORT BEACH, CA | CRD 175419 |
| ROSENBLUM SILVERMAN SUTTON SF INC → | RIA / FO | $487M | SAN FRANCISCO, CA | CRD 105774 |
| INTERLOCK EQUITY LP → | RIA / FO | $486M | LOS ANGELES, CA | CRD 315618 |
| BALLINA CAPITAL, LLC → | RIA / FO | $486M | – | CRD 289598 |
| CORNERSTONE WEALTH PLANNING → | RIA / FO | $486M | CHARLOTTE, NC | CRD 166886 |
| THE PINES WEALTH MANAGEMENT, LLC → | RIA / FO | $486M | SOUTHERN PINES, NC | CRD 326353 |
| I-QU & CO. → | RIA / FO | $486M | CHICAGO, IL | CRD 301006 |
| 1505 CAPITAL LLC → | RIA / FO | $486M | NEW YORK, NY | CRD 298880 |
| THE CAVANAUGH GROUP INC → | RIA / FO | $486M | KIAWAH ISLAND, SC | CRD 105931 |
| ANTHEMIS CAPITAL MANAGERS LIMITED → | RIA / FO | $486M | LONDON | CRD 286542 |
| ARMOR ADVISORS, L.L.C. → | RIA / FO | $486M | NEW YORK, NY | CRD 157238 |
| ANTHEMIS CAPITAL MANAGERS (AMERICAS) LLC → | RIA / FO | $486M | NEW YORK, NY | CRD 323376 |
| PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. → | RIA / FO | $485M | VILLANOVA, PA | CRD 281131 |
| NWK GROUP → | RIA / FO | $485M | SAN FRANCISCO, CA | CRD 124186 |
| BRIDGER MANAGEMENT LLC → | RIA / FO | $485M | NEW YORK, NY | CRD 160738 |
| THE AMBRUS GROUP LLC → | RIA / FO | $485M | TAMPA, FL | CRD 316761 |
| JOHNSON & WHITE WEALTH MANAGEMENT LLC → | RIA / FO | $485M | YORK, PA | CRD 169795 |
| VANTAGE POINT FINANCIAL, LLC → | RIA / FO | $485M | LISLE, IL | CRD 305016 |
| NINE MASTS CAPITAL ADVISERS LLC → | RIA / FO | $485M | NEW YORK, NY | CRD 322775 |
| XEBEC ASSET MANAGEMENT, LLC → | RIA / FO | $484M | DALLAS, TX | CRD 305669 |
| GRANEY& KING, LLC → | RIA / FO | $484M | LATHAM, NY | CRD 126461 |
| MOUNTAIN PACIFIC ADVISORS, LLC → | RIA / FO | $484M | BELLEVUE, WA | CRD 151666 |
| RAIL-SPLITTER CAPITAL MANAGEMENT LLC → | RIA / FO | $484M | WINNETKA, IL | CRD 338394 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC → | RIA / FO | $484M | LOUISVILLE, KY | CRD 324258 |
| LOCUS INVESTMENT GROUP, LTD. → | RIA / FO | $484M | PORT LOUIS | CRD 297940 |
| MILITIA INVESTMENTS, LLC → | RIA / FO | $484M | AUSTIN, TX | CRD 331788 |
| EXODUS WEALTH, LLC → | RIA / FO | $484M | FORT LAUDERDALE, FL | CRD 174328 |
| MORTON BROWN FAMILY WEALTH LLC → | RIA / FO | $483M | ALLENTOWN, PA | CRD 292278 |
| PARADIEM, LLC → | RIA / FO | $483M | COVINGTON, LA | CRD 158200 |
| ALTMAN ADVISORS → | RIA / FO | $483M | CHICAGO, IL | CRD 281778 |
| USADVISORS WEALTH MANAGEMENT, LLC → | RIA / FO | $483M | EDEN PRAIRIE, MN | CRD 158108 |
| GLOBAL KANDOR ADVISORS, LLC → | RIA / FO | $483M | KEY BISCAYNE, FL | CRD 308452 |
| BUTTONWOOD FINANCIAL ADVISORS, INC. → | RIA / FO | $483M | BALTIMORE, MD | CRD 144926 |
| JOYCE WEALTH MANAGEMENT, LLC → | RIA / FO | $483M | HOUSTON, TX | CRD 325221 |
| VAN STRUM & TOWNE INC → | RIA / FO | $483M | SAN FRANCISCO, CA | CRD 106228 |
| ASTORIA STRATEGIC WEALTH, INC. → | RIA / FO | $483M | – | CRD 113510 |
| MONTE FINANCIAL GROUP, LLC → | RIA / FO | $482M | GUILFORD, CT | CRD 150119 |
| THE LEWIS FINANCIAL GROUP → | RIA / FO | $482M | ASHBURN, VA | CRD 315692 |
| PHYSICIANS FINANCIAL SERVICES, INC. → | RIA / FO | $482M | RALEIGH, NC | CRD 118519 |
| PING CAPITAL MANAGEMENT, INC. → | RIA / FO | $482M | NEW YORK, NY | CRD 308358 |
| SS&H FINANCIAL ADVISORS, INC. → | RIA / FO | $482M | TROY, MI | CRD 112256 |
| OAKSTREET WEALTH MANAGEMENT, INC. → | RIA / FO | $482M | MAGNOLIA, TX | CRD 288723 |
| EMET CAPITAL MANAGEMENT → | RIA / FO | $482M | NEW YORK, NY | CRD 167047 |
| AMJ FINANCIAL WEALTH MANAGEMENT LLC → | RIA / FO | $482M | LEESBURG, VA | CRD 162878 |
| CROSS FINANCIAL ADVISORS → | RIA / FO | $482M | BEAVERTON, OR | CRD 287686 |
| IP FINANCIAL ADVISORY SERVICES LLC → | RIA / FO | $481M | CHARLOTTE, NC | CRD 305772 |
| HS WEALTH PARTNERS → | RIA / FO | $481M | NASHVILLE, TN | CRD 330640 |
| ONYXPOINT GLOBAL MANAGEMENT LP → | RIA / FO | $481M | NEW YORK, NY | CRD 288356 |
| PINNACLE PEAK PRIVATE CLIENT GROUP, LLC → | RIA / FO | $481M | SCOTTSDALE, AZ | CRD 282003 |
| AUREON MANAGEMENT LLC → | RIA / FO | $481M | NEW YORK, NY | CRD 338348 |
| THURSTON ADVISORS → | RIA / FO | $481M | VERO BEACH, FL | CRD 318422 |
| HARBOR ADVISORY CORPORATION → | RIA / FO | $481M | PORTSMOUTH, NH | CRD 105151 |
| EATON-CAMBRIDGE INC. → | RIA / FO | $481M | PHOENIX, AZ | CRD 116798 |
| ORANGE AVENUE ADVISORS LLC → | RIA / FO | $481M | ORLANDO, FL | CRD 339327 |
| COURAGE MILLER PARTNERS, LLC → | RIA / FO | $481M | NORFOLK, VA | CRD 147360 |
| LION POINT CAPITAL, LP → | RIA / FO | $481M | NEW YORK, NY | CRD 174322 |
| NINE TEN CAPITAL MANAGEMENT → | RIA / FO | $481M | CHICAGO, IL | CRD 171420 |
| CONTRARY LLC → | RIA / FO | $481M | – | CRD 311054 |
| 10TH MOUNTAIN, LLC → | RIA / FO | $480M | – | CRD 285804 |
| TRELLIS WEALTH ADVISORS, LLC → | RIA / FO | $480M | SAN LUIS OBISPO, CA | CRD 154861 |
| ADAMS ASHBY FINANCIAL ADVISORS → | RIA / FO | $480M | SACRAMENTO, CA | CRD 149683 |