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 8101–8200 (page 82 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| WIDMANN FINANCIAL SERVICES → | RIA / FO | $467M | BOWIE, MD | CRD 289106 |
| Z3 CAPITAL PARTNERS → | RIA / FO | $467M | RICHMOND, VA | CRD 336791 |
| CLEAR SKY ADVISERS, LLC → | RIA / FO | $467M | BELLAIRE, TX | CRD 311751 |
| MARK SHEPTOFF FINANCIAL PLANNING LLC → | RIA / FO | $467M | GLASTONBURY, CT | CRD 108742 |
| WEALTHVALUES, LLC → | RIA / FO | $467M | REDWOOD CITY, CA | CRD 140004 |
| CLOSED LOOP CAPITAL MANAGEMENT → | RIA / FO | $466M | NEW YORK, NY | CRD 307079 |
| PETER KIMMELMAN ASSET MANAGEMENT LP → | RIA / FO | $466M | NEW YORK, NY | CRD 133302 |
| ALLIANCE PRIVATE WEALTH, LLC → | RIA / FO | $466M | NORTH READING, MA | CRD 316612 |
| CONSILIUM WEALTH ADVISORY, LLC → | RIA / FO | $466M | – | CRD 164993 |
| ADIT VENTURES MANAGEMENT, LLC → | RIA / FO | $466M | NEW YORK, NY | CRD 283262 |
| ALTA FUNDAMENTAL ADVISERS LLC → | RIA / FO | $466M | NEW YORK, NY | CRD 168642 |
| BCAS → | RIA / FO | $466M | BEDFORD, NH | CRD 105666 |
| BLOOMFIELD CAPITAL HOLDINGS, LLC → | RIA / FO | $466M | BIRMINGHAM, MI | CRD 169198 |
| CLELLAND & COMPANY INC → | RIA / FO | $466M | SAN DIEGO, CA | CRD 105406 |
| ARROWROOT CAPITAL MANAGEMENT, LLC → | RIA / FO | $465M | MARINA DEL REY, CA | CRD 285193 |
| FELLOWSHIP FINANCIAL PLANNING → | RIA / FO | $465M | SPOKANE, WA | CRD 330347 |
| BROWNLEE WEALTH MANAGEMENT → | RIA / FO | $465M | HOUSTON, TX | CRD 304855 |
| SHARPVUE CAPITAL, LLC → | RIA / FO | $465M | RALEIGH, NC | CRD 304746 |
| ACUMEN FINANCIAL ADVISORS, LLC → | RIA / FO | $465M | EDINA, MN | CRD 152748 |
| FIRST CITIZENS ASSET MANAGEMENT, INC → | RIA / FO | $465M | RALEIGH, NC | CRD 140777 |
| JOHN F SUBY WEALTH MANAGEMENT LLC → | RIA / FO | $465M | MADISON, WI | CRD 150824 |
| LOGAN PARK WEALTH MANAGEMENT → | RIA / FO | $465M | MINNEAPOLIS, MN | CRD 299007 |
| HMV WEALTH ADVISORS, LLC → | RIA / FO | $465M | SHREVEPORT, LA | CRD 297747 |
| S2 FUND MANAGER, LLC → | RIA / FO | $465M | DALLAS, TX | CRD 323759 |
| DEW WEALTH MANAGEMENT → | RIA / FO | $465M | SCOTTSDALE, AZ | CRD 114148 |
| CYPRESS CAPITAL PARTNERS, LLC → | RIA / FO | $464M | CHICAGO, IL | CRD 140754 |
| VERT ASSET MANAGEMENT LLC → | RIA / FO | $464M | SAUSALITO, CA | CRD 288445 |
| COLONIAL RIVER WEALTH MANAGEMENT LLC → | RIA / FO | $464M | MIDLOTHIAN, VA | CRD 284839 |
| OBRIEN GREENE & CO INC → | RIA / FO | $464M | MEDIA, PA | CRD 110281 |
| ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLC → | RIA / FO | $464M | PLAINVIEW, NY | CRD 126685 |
| SLW INVESTMENT MANAGEMENT, LLC → | RIA / FO | $464M | DALLAS, TX | CRD 332006 |
| SARD WEALTH MANAGMENT GROUP, LLC → | RIA / FO | $464M | ATLANTA, GA | CRD 123457 |
| SCOGGIN MANAGEMENT LP → | RIA / FO | $464M | NEW YORK, NY | CRD 157587 |
| DESTRA CAPITAL ADVISORS LLC → | RIA / FO | $464M | BOZEMAN, MT | CRD 148574 |
| INDEPENDENCE FINANCIAL ADVISORS, LLC → | RIA / FO | $464M | FRANKLIN, NH | CRD 156305 |
| TUFTON CAPITAL MANAGEMENT, LLC → | RIA / FO | $464M | HUNT VALLEY, MD | CRD 113543 |
| MKT ADVISORS LLC → | RIA / FO | $464M | CARLSBAD, CA | CRD 163833 |
| MONARCH WEALTH STRATEGIES → | RIA / FO | $463M | SANTA BARBARA, CA | CRD 136029 |
| MILLER FINANCIAL SERVICES LLC → | RIA / FO | $463M | MARSHALL, MI | CRD 143788 |
| PLUM STREET ADVISORS, LLC → | RIA / FO | $463M | – | CRD 283917 |
| HARMONY ASSET MANAGEMENT LLC → | RIA / FO | $463M | SCOTTSDALE, AZ | CRD 116069 |
| TIDEMARK, LLC → | RIA / FO | $463M | SAN DIEGO, CA | CRD 327611 |
| ENVISION FINANCIAL PLANNING, LLC → | RIA / FO | $462M | MEMPHIS, TN | CRD 321790 |
| SIERRA ASSET MANAGEMENT → | RIA / FO | $462M | OAKHURST, CA | CRD 108685 |
| CHARTER CAPITAL MANAGEMENT, INC → | RIA / FO | $462M | BROOKFIELD, WI | CRD 35919 |
| TRUMAN CAPITAL ADVISORS, LP → | RIA / FO | $462M | ARMONK, NY | CRD 156659 |
| GREENLEA LANE CAPITAL MANAGEMENT LLC → | RIA / FO | $462M | – | CRD 162012 |
| ADIRONDACK FINANCIAL SERVICES CORP → | RIA / FO | $462M | UTICA, NY | CRD 126155 |
| STERLING FUND MANAGEMENT, LLC → | RIA / FO | $462M | CHICAGO, IL | CRD 160338 |
| REYL OVERSEAS LTD. → | RIA / FO | $462M | ZÜRICH | CRD 152526 |
| RED IRON GROUP MANAGEMENT, LLC → | RIA / FO | $462M | MENLO PARK, CA | CRD 317920 |
| GAINPLAN LLC → | RIA / FO | $462M | BLOOMFIELD HILLS, MI | CRD 174427 |
| AOF MANAGEMENT LLC → | RIA / FO | $461M | LOS ANGELES, CA | CRD 170193 |
| SAYBROOK FUND ADVISORS, LLC → | RIA / FO | $461M | SANTA MONICA, CA | CRD 158634 |
| TRUE NORTH RETIREMENT ADVISORS, LLC → | RIA / FO | $461M | CLACKAMAS, OR | CRD 290885 |
| CURIO WEALTH, LLC → | RIA / FO | $461M | ANNAPOLIS, MD | CRD 328178 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC → | RIA / FO | $461M | FLORENCE, SC | CRD 121006 |
| BETA WEALTH GROUP, INC → | RIA / FO | $460M | SAN DIEGO, CA | CRD 165224 |
| ROTH FINANCIAL PARTNERS LLC → | RIA / FO | $460M | KINGWOOD, TX | CRD 309814 |
| VERMILLION WEALTH MANAGEMENT INC. → | RIA / FO | $460M | ROSEMOUNT, MN | CRD 281978 |
| ALPHA FINANCIAL PARTNERS LLC → | RIA / FO | $460M | LEXINGTON, KY | CRD 306639 |
| BEACON ADVISORS → | RIA / FO | $460M | AUSTIN, TX | CRD 335101 |
| BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC → | RIA / FO | $459M | DAYTON, OH | CRD 292661 |
| SAIPH CAPITAL, LLC → | RIA / FO | $459M | WYCKOFF, NJ | CRD 312119 |
| US SELECT ASSET MANAGEMENT, LLC → | RIA / FO | $459M | – | CRD 166672 |
| SEASIDE WEALTH MANAGEMENT, INC. → | RIA / FO | $459M | CARLSBAD, CA | CRD 271039 |
| HARSPRING CAPITAL MANAGEMENT, LLC → | RIA / FO | $459M | NEW YORK, NY | CRD 170882 |
| MIZZEN MANAGEMENT LLC → | RIA / FO | $459M | STAMFORD, CT | CRD 333592 |
| NIA IMPACT CAPITAL → | RIA / FO | $459M | – | CRD 286587 |
| OWEN LARUE FINANCIAL GROUP → | RIA / FO | $459M | ELIZABETHTOWN, KY | CRD 289436 |
| WARNER WEALTH → | RIA / FO | $458M | MADISON, CT | CRD 334877 |
| STRATEGAS ASSET MANAGEMENT, LLC → | RIA / FO | $458M | NEW YORK, NY | CRD 172000 |
| ANCOR CAPITAL PARTNERS → | RIA / FO | $458M | SOUTHLAKE, TX | CRD 210524 |
| TRINITY CAPITAL INVESTORS → | RIA / FO | $458M | JACKSON, MS | CRD 110798 |
| FIRST NEBRASKA FINANCIAL SERVICES → | RIA / FO | $458M | NORTH PLATTE, NE | CRD 298667 |
| MRE MANAGEMENT, LLC → | RIA / FO | $458M | ANNAPOLIS, MD | CRD 338513 |
| PARAGON PRIVATE WEALTH MANAGEMENT LLC → | RIA / FO | $458M | LEXINGTON, KY | CRD 312817 |
| EAGLE POINT INCOME MANAGEMENT LLC → | RIA / FO | $458M | GREENWICH, CT | CRD 299198 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC → | RIA / FO | $458M | O'FALLON, IL | CRD 110932 |
| PARAMOUNT GROUP REAL ESTATE ADVISOR LLC → | RIA / FO | $458M | NEW YORK, NY | CRD 161324 |
| PURSUIT WEALTH STRATEGIES, LLC → | RIA / FO | $457M | RALEIGH, NC | CRD 337709 |
| BIRCH RUN INVESTMENTS, LLC → | RIA / FO | $457M | EXTON, PA | CRD 285285 |
| CORTEN REAL ESTATE MANAGEMENT LLC → | RIA / FO | $457M | PHILADELPHIA, PA | CRD 321897 |
| PALLADIN CONSUMER RETAIL PARTNERS, LLC → | RIA / FO | $457M | BOSTON, MA | CRD 164689 |
| RETIREMENT CONSULTING GROUP, INC. → | RIA / FO | $457M | LAKE OSWEGO, OR | CRD 311184 |
| GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC → | RIA / FO | $457M | DENVER, CO | CRD 316072 |
| SMITH FINANCIAL → | RIA / FO | $457M | KOKOMO, IN | CRD 154022 |
| MOSELEY INVESTMENT MANAGEMENT, INC. → | RIA / FO | $457M | BRADENTION, FL | CRD 124152 |
| WEALTH ADVISORS OF TAMPA BAY → | RIA / FO | $457M | TAMPA, FL | CRD 162724 |
| GARDNER LEWIS ASSET MANAGEMENT LP → | RIA / FO | $456M | CHADDS FORD, PA | CRD 105033 |
| TRUE WAVE WEALTH PLANNERS → | RIA / FO | $456M | SACRAMENTO, CA | CRD 130163 |
| ACCESS INVESTMENT MANAGEMENT, LLC → | RIA / FO | $456M | ATLANTA, GA | CRD 322491 |
| AGH WEALTH ADVISORS, LLC → | RIA / FO | $456M | WICHITA, KS | CRD 146796 |
| FIVE OCEANS ADVISORS → | RIA / FO | $456M | – | CRD 308377 |
| TRUENORTH WEALTH & IMPACT, LLC → | RIA / FO | $456M | JOPLIN, MO | CRD 321238 |
| FLORIDA FINANCIAL ADVISORS, LLC → | RIA / FO | $456M | TAMPA, FL | CRD 288811 |
| WORTH VENTURE PARTNERS, LLC → | RIA / FO | $456M | FORT LEE, NJ | CRD 168610 |
| LGT FINANCIAL ADVISORS LLC → | RIA / FO | $456M | DALLAS, TX | CRD 111575 |
| BENFORD CAPITAL PARTNERS MANAGEMENT, L.P. → | RIA / FO | $456M | CHICAGO, IL | CRD 309272 |
| CYPRESS ASSET MANAGEMENT INC → | RIA / FO | $456M | HOUSTON, TX | CRD 106593 |