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.

Type:AllRIAs / family offices13F managersIssuersAUM ≥:Any$1B$10B$100B

8,796 matches · showing 79018000 (page 80 of 88)

EntityTypeAUMLocationAnchor
Total Wealth Planning & Management, Inc.13F managerCIK 2058383
Totem Point Management, LLC13F managerCIK 1759364
TOTH FINANCIAL ADVISORY CORP13F managerCIK 866780
TOUNJIAN ADVISORY PARTNERS, LLC13F managerCIK 2039850
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.13F managerCIK 2054965
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA13F managerCIK 2071170
TOWER BRIDGE ADVISORS13F managerCIK 1278249
Tower Research Capital LLC (TRC)13F managerCIK 1533421
TOWER TRUST & INVESTMENT Co13F managerCIK 2067591
Tower View Wealth Management LLC13F managerCIK 1729045
Tower Wealth Partners, Inc.13F managerCIK 1852808
Towercrest Capital Management13F managerCIK 1633288
Towerpoint Wealth, LLC13F managerCIK 1731445
TOWERVIEW LLC13F managerCIK 1166573
TOWLE & CO13F managerCIK 1224014
Town & Country Bank & Trust CO dba First Bankers Trust CO13F managerCIK 1327944
Town Capital LLC13F managerCIK 1871352
TOWN LANE MANAGEMENT LP13F managerCIK 2019534
Towne Trust Company, N.A13F managerCIK 1102256
Towneley Capital Management, Inc / DE13F managerCIK 2004980
Townsend & Associates, Inc13F managerCIK 1729359
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV13F managerCIK 709089
Townsend Financial Planning, LLC13F managerCIK 2110688
TOWNSQUARE CAPITAL LLC13F managerCIK 1761755
TOYOTA MOTOR CORP/13F managerCIK 1094517
TPG Advisors LLC13F managerCIK 2033388
TPG Financial Advisors, LLC13F managerCIK 1706669
TPG GP A, LLC13F managerCIK 1903793
Trace Wealth Advisors, LLC13F managerCIK 2055838
Traction Financial Partners, LLC13F managerCIK 2007748
TradeLink Capital LLC13F managerCIK 1642044
Trademark Financial Management, LLC13F managerCIK 2011736
TradeWell Securities, LLC.13F managerCIK 2066232
Tradewinds Capital Management, LLC13F managerCIK 1616026
Tradewinds, LLC.13F managerCIK 1932342
Tradition Wealth Management, LLC13F managerCIK 1843010
Trail Ridge Investment Advisors, LLC13F managerCIK 1911013
Trailhead Planners LLC13F managerCIK 2109534
Trails Edge Capital Partners, LP13F managerCIK 2077247
Trajan Wealth LLC13F managerCIK 1934415
TRAN CAPITAL MANAGEMENT, L.P.13F managerCIK 1009262
Tranquility Partners, LLC13F managerCIK 1783773
Tranquilli Financial Advisor LLC13F managerCIK 1847769
Trans-Canada Capital Inc.13F managerCIK 1896476
Transamerica Financial Advisors, LLC13F managerCIK 1502149
Transce3nd, LLC13F managerCIK 2023570
TRANSCEND CAPITAL ADVISORS, LLC13F managerCIK 1776082
Transcendent Capital Group LLC13F managerCIK 2013703
Transmarket Holdings LP13F managerCIK 2134828
TRAPHAGEN INVESTMENT ADVISORS LLC13F managerCIK 2023380
Trask Adam Roland13F managerCIK 2109050
Traub Capital Management LLC13F managerCIK 2079207
Traveka Wealth, LLC13F managerCIK 2009176
TRAVELERS COMPANIES, INC.13F managerCIK 86312
Traynor Capital Management, Inc.13F managerCIK 1666786
TRB Advisors LP13F managerCIK 1513300
TRB Wealth Management, LLC13F managerCIK 2130988
Treasure Coast Financial Planning13F managerCIK 1911307
Treasurer of the State of North Carolina13F managerCIK 1761054
TRED AVON FAMILY WEALTH, LLC13F managerCIK 2094435
Tredje AP-fonden13F managerCIK 1650290
Tree Line Advisors (Hong Kong) Ltd.13F managerCIK 1535096
Trek Financial, LLC13F managerCIK 1768195
Trellis Wealth Advisors LLC13F managerCIK 1989031
TREMBLANT CAPITAL GROUP13F managerCIK 1353312
Trevian Wealth Management LLC13F managerCIK 1901929
Trexquant Investment LP13F managerCIK 1633445
Tri Locum Partners LP13F managerCIK 1826434
Triad Investment Management13F managerCIK 1615717
Triad Wealth Partners, LLC13F managerCIK 2012717
TriaGen Wealth Management LLC13F managerCIK 1843848
TRIAN FUND MANAGEMENT, L.P.13F managerCIK 1345471
Triangle Securities Wealth Management13F managerCIK 1541353
Triasima Portfolio Management inc.13F managerCIK 1938757
Triata Capital Ltd13F managerCIK 2014039
Triavera Capital LLC13F managerCIK 2011325
Tribridge Partners Financial LLC13F managerCIK 2083677
Tribune Investment Group LP13F managerCIK 2000730
Tributary Capital Management, LLC13F managerCIK 1441888
Trifecta Capital Advisors, LLC13F managerCIK 1962615
TRIGLAV INVESTMENTS, D.O.O.13F managerCIK 2056690
Trigran Investments, Inc.13F managerCIK 1336800
TRILLIUM ASSET MANAGEMENT, LLC13F managerCIK 884541
Trilogy Capital Inc.13F managerCIK 1722512
Trinity Financial Advisors LLC13F managerCIK 1809574
Trinity Legacy Partners, LLC13F managerCIK 1652529
Trinity Street Asset Management LLP13F managerCIK 1592579
Trinity Wealth Management, LLC13F managerCIK 1685364
TrinityBridge Ltd13F managerCIK 1718570
Triodos Investment Management BV13F managerCIK 1748729
Triple Frond Partners LLC13F managerCIK 1454502
Tripletail Wealth Management, LLC13F managerCIK 2079812
Triton Financial Group Inc13F managerCIK 1811805
Triton Wealth Management, PLLC13F managerCIK 1791126
TritonPoint Partners, LLC13F managerCIK 2111167
TRITONPOINT WEALTH, LLC13F managerCIK 2008171
Trium Capital LLP13F managerCIK 1963860
Triumph Capital Management13F managerCIK 1730765
Triune Financial Partners, LLC13F managerCIK 2040393
Trivant Custom Portfolio Group, LLC13F managerCIK 1977992
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