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 8001–8100 (page 81 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| TOWNSEND ASSET MANAGEMENT CORP. → | RIA / FO | $480M | RALEIGH, NC | CRD 108216 |
| ASSET ADVISORY GROUP, INC. → | RIA / FO | $480M | KINNELON, NJ | CRD 106618 |
| MATCH GRADE ADVISORS → | RIA / FO | $479M | GREENVILLE, SC | CRD 299181 |
| POSITIVE SELECTION INVESTMENT MANAGEMENT, LLC → | RIA / FO | $479M | GREENWICH, CT | CRD 331469 |
| PRIORITY SENIOR SECURED INCOME MANAGEMENT, LLC → | RIA / FO | $479M | WEST PALM BEACH, FL | CRD 165500 |
| KEENER FINANCIAL PLANNING → | RIA / FO | $479M | KELLER, TX | CRD 147615 |
| MEREDITH WEALTH PLANNING → | RIA / FO | $479M | MARYVILLE, IL | CRD 300019 |
| JOULE FINANCIAL, LLC → | RIA / FO | $479M | LEXINGTON, KY | CRD 320791 |
| SOUND POINT MERIDIAN MANAGEMENT COMPANY LLC → | RIA / FO | $478M | NEW YORK, NY | CRD 329887 |
| IDB LIDO WEALTH, LLC → | RIA / FO | $478M | NEW YORK, NY | CRD 322488 |
| GREAT OAK CAPITAL PARTNERS, LLC → | RIA / FO | $478M | SOUTH EASTON, MA | CRD 281045 |
| ELMWOOD WEALTH MANAGEMENT → | RIA / FO | $478M | BERKELEY, CA | CRD 165639 |
| TINGEY ADVISORS INC → | RIA / FO | $478M | SALT LAKE CITY, UT | CRD 107539 |
| BARNES WEALTH MANAGEMENT GROUP → | RIA / FO | $477M | BAKERSFIELD, CA | CRD 132189 |
| MIDATLANTIC CAPITAL MANAGEMENT, INC. → | RIA / FO | $477M | RICHMOND, VA | CRD 116524 |
| JW ASSET MANAGEMENT, LLC → | RIA / FO | $477M | – | CRD 160805 |
| BROAD SKY PARTNERS LLC → | RIA / FO | $477M | NEW YORK, NY | CRD 317966 |
| SFW CAPITAL PARTNERS LP → | RIA / FO | $477M | RYE, NY | CRD 160561 |
| RFG WEALTH ADVISORY → | RIA / FO | $477M | ARGYLE, TX | CRD 173862 |
| MBM WEALTH CONSULTANTS, LLC → | RIA / FO | $477M | CHESTERFIELD, MO | CRD 169091 |
| ANDRA CAPITAL LLC → | RIA / FO | $477M | SAN FRANCISCO, CA | CRD 314080 |
| ARBORSTONE FINANCIAL, LLC → | RIA / FO | $476M | ANDOVER, MA | CRD 338225 |
| THE INVICTUS COLLECTIVE, LLC → | RIA / FO | $476M | PARK RIDGE, IL | CRD 310744 |
| EMERALD HILL CAPITAL PARTNERS HOLDINGS LLC → | RIA / FO | $476M | LAKEWOOD, CO | CRD 298843 |
| WIMMER ASSOCIATES LLC → | RIA / FO | $476M | PASADENA, CA | CRD 125243 |
| G&S CAPITAL LLC → | RIA / FO | $476M | DENVER, CO | CRD 171033 |
| ONEASCENT WEALTH MANAGEMENT → | RIA / FO | $476M | BIRMINGHAM, AL | CRD 308057 |
| SOURCE CAPITAL, LLC → | RIA / FO | $475M | ATLANTA, GA | CRD 325758 |
| XENDIA WEALTH LLC → | RIA / FO | $475M | MIAMI, FL | CRD 157973 |
| ALLGEN FINANCIAL ADVISORS, INC. → | RIA / FO | $475M | ORLANDO, FL | CRD 126877 |
| NW1 PARTNERS → | RIA / FO | $475M | LONDON | CRD 289852 |
| HORIKO CAPITAL MANAGEMENT LLC → | RIA / FO | $475M | NEW YORK, NY | CRD 126343 |
| HAMMOND ILES WEALTH ADVISORS → | RIA / FO | $475M | WETHERSFIELD, CT | CRD 136372 |
| THE O.H.I.O. FUND → | RIA / FO | $475M | CLEVELAND, OH | CRD 330178 |
| NOCTUA INTERNATIONAL WMG, LLC → | RIA / FO | $474M | MIAMI, FL | CRD 151170 |
| TRUEBLOOD WEALTH MANAGEMENT, LLC → | RIA / FO | $474M | LIMA, OH | CRD 321659 |
| PROEM ADVISORS LLC → | RIA / FO | $474M | DALLAS, TX | CRD 300404 |
| MARKOWSKI INVESTMENTS → | RIA / FO | $474M | – | CRD 141883 |
| SPIELBERGER & BROOKS, INC. → | RIA / FO | $474M | WOODBURY, NY | CRD 147197 |
| SDS REAL ESTATE ADVISORS → | RIA / FO | $474M | LOS ANGELES, CA | CRD 309932 |
| CAPE INVESTMENT ADVISORY, INC. → | RIA / FO | $474M | MCDONOUGH, GA | CRD 146384 |
| TOWLE & CO → | RIA / FO | $474M | DENVER, CO | CRD 110862 |
| THE WELLINGTON GRP LLC → | RIA / FO | $474M | INDIANAPOLIS, IN | CRD 332803 |
| JUNCTURE WEALTH STRATEGIES, LLC → | RIA / FO | $474M | SCOTTSDALE, AZ | CRD 298110 |
| SYCALE ADVISORS → | RIA / FO | $473M | NEW YORK, NY | CRD 168204 |
| COIGN CAPITAL ADVISORS LLC → | RIA / FO | $473M | DRAPER, UT | CRD 171306 |
| BRIGHTSIDE CAPITAL PARTNERS LLC → | RIA / FO | $473M | LANTANA, FL | CRD 338288 |
| BLUE WATER WEALTH → | RIA / FO | $473M | PORTLAND, OR | CRD 164432 |
| ENCOMPASS WEALTH ADVISORS, LLC → | RIA / FO | $473M | PORTLAND, OR | CRD 170807 |
| STELLUS CAPITAL INCOME PBDC, LLC → | RIA / FO | $473M | HOUSTON, TX | CRD 317513 |
| AIGH CAPITAL MANAGEMENT, LLC → | RIA / FO | $473M | – | CRD 285013 |
| LIGHTHOUSE FINANCIAL SERVICES INC → | RIA / FO | $473M | BREA, CA | CRD 110367 |
| RETURN ON LIFE WEALTH PARTNERS → | RIA / FO | $473M | CLEVELAND, OH | CRD 112879 |
| STRAIGHT PATH WEALTH MANAGEMENT → | RIA / FO | $472M | JENISON, MI | CRD 148897 |
| ZIMMERMAN WEALTH MANAGEMENT, LLC → | RIA / FO | $472M | EVANSTON, IL | CRD 127526 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC → | RIA / FO | $472M | NEW YORK, NY | CRD 126337 |
| WEALTH EFFECTS → | RIA / FO | $472M | BOSTON, MA | CRD 315244 |
| CABANA ASSET MANAGEMENT → | RIA / FO | $472M | FAYETTEVILLE, AR | CRD 151418 |
| BIRINYI ASSOCIATES, INC. → | RIA / FO | $472M | WESTPORT, CT | CRD 107169 |
| MAIN CAPITAL PARTNERS NORTH AMERICA LLC → | RIA / FO | $472M | BOSTON, MA | CRD 329886 |
| MASON & ASSOCIATES, LLC → | RIA / FO | $471M | NEWPORT NEWS, VA | CRD 307206 |
| THE STERLING GROUP → | RIA / FO | $471M | PASADENA, CA | CRD 111782 |
| PRAETORIAN PR LLC → | RIA / FO | $471M | RINCON, PR | CRD 323280 |
| KASSOUF WEALTH ADVISORS, LLC → | RIA / FO | $471M | BIRMINGHAM, AL | CRD 122683 |
| SAND CREEK CAPITAL, LLC → | RIA / FO | $471M | REXBURG, ID | CRD 326719 |
| ILLUMINATION WEALTH MANAGEMENT → | RIA / FO | $471M | SAN DIEGO, CA | CRD 149576 |
| VANTERRA CAPITAL LLC → | RIA / FO | $471M | NEW YORK, NY | CRD 167242 |
| VAN CLEMENS WEALTH MANAGEMENT, LLC → | RIA / FO | $470M | MINNEAPOLIS, MN | CRD 297362 |
| ATYANT CAPITAL MANAGEMENT LTD → | RIA / FO | $470M | PORT-LOUIS | CRD 165518 |
| KEEL WEALTH MANAGEMENT, LLC → | RIA / FO | $470M | – | CRD 285682 |
| HS MANAGEMENT PARTNERS, LLC → | RIA / FO | $470M | NEW YORK, NY | CRD 145480 |
| ROTHSCHILD CAPITAL PARTNERS → | RIA / FO | $470M | NEW YORK, NY | CRD 161688 |
| OCTOGONE NA → | RIA / FO | $470M | MIAMI, FL | CRD 322478 |
| BCS PRIVATE WEALTH MANAGEMENT → | RIA / FO | $470M | RUMSON, NJ | CRD 174761 |
| TAYLOR HOFFMAN CAPITAL MANAGEMENT → | RIA / FO | $470M | RICHMOND, VA | CRD 309329 |
| ARCATAUR CAPITAL MANAGEMENT LLC → | RIA / FO | $470M | MILWAUKEE, WI | CRD 124663 |
| NOVA FINANCIAL SERVICES → | RIA / FO | $469M | TUCSON, AZ | CRD 150148 |
| KINGSBRIDGE WEALTH MANAGEMENT, INC. → | RIA / FO | $469M | LAS VEGAS, NV | CRD 165560 |
| CARSON MANAGEMENT COMPANY, LLC → | RIA / FO | $469M | DALLAS, TX | CRD 153261 |
| LAKESHORE FINANCIAL PLANNING INC. → | RIA / FO | $469M | SAINT CLAIR SHORES, MI | CRD 299129 |
| ADAPT WEALTH ADVISORS, LLC → | RIA / FO | $469M | ATLANTA, GA | CRD 329448 |
| SPEECE THORSON CAPITAL GROUP INC → | RIA / FO | $469M | MINNETONKA, MN | CRD 106052 |
| ADVANTAGE ADVISERS MANAGEMENT, LLC → | RIA / FO | $469M | NEW YORK, NY | CRD 108180 |
| CHESAPEAKE ASSET MANAGEMENT LLC → | RIA / FO | $469M | NEW YORK, NY | CRD 108994 |
| HENRY BRAGG & CO. → | RIA / FO | $469M | HOUSTON, TX | CRD 311388 |
| CAPCO ASSET MANAGEMENT, LLC → | RIA / FO | $469M | TAMPA, FL | CRD 141325 |
| PEMBROOK CAPITAL MANAGEMENT LLC → | RIA / FO | $469M | NEW YORK, NY | CRD 161420 |
| HIVEMIND CAPITAL PARTNERS LLC → | RIA / FO | $468M | NEW YORK, NY | CRD 319077 |
| BROWN FINANCIAL ADVISORY → | RIA / FO | $468M | FAIRHOPE, AL | CRD 155548 |
| MANGROVE EQUITY PARTNERS → | RIA / FO | $468M | TAMPA, FL | CRD 162429 |
| THIRTYNORTH INVESTMENTS, LLC → | RIA / FO | $468M | NEW ORLEANS, LA | CRD 155355 |
| FLAGSTONE FINANCIAL MANAGEMENT, LLC → | RIA / FO | $468M | LINCOLN, NE | CRD 285484 |
| FORTITUDE ADVISORY GROUP L.L.C. → | RIA / FO | $468M | GIG HARBOR, WA | CRD 116083 |
| NORTH BRANCH CAPITAL MANAGEMENT, L.P. → | RIA / FO | $468M | OAK BROOK, IL | CRD 307344 |
| YUKON WEALTH MANAGEMENT, INC. → | RIA / FO | $467M | OVERLAND PARK, KS | CRD 109413 |
| RETIREMENT PLANNING SOLUTIONS, LLC → | RIA / FO | $467M | LOUISVILLE, KY | CRD 311575 |
| SANDS CAPITAL HORIZONS, LLC → | RIA / FO | $467M | ARLINGTON, VA | CRD 335568 |
| COSTON, MCISAAC & SHEA FINANCIAL ADVISORS → | RIA / FO | $467M | BAR HARBOR, ME | CRD 194515 |
| SEASCAPE CAPITAL MANAGEMENT,LLC → | RIA / FO | $467M | PORTSMOUTH, NH | CRD 126928 |
| EDGEWATER CAPITAL PARTNERS → | RIA / FO | $467M | INDEPENDENCE, OH | CRD 162735 |