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 8201–8300 (page 83 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| MULLOOLY ASSET MANAGEMENT, INC. → | RIA / FO | $456M | WALL TOWNSHIP, NJ | CRD 121184 |
| CHANEY CAPITAL MANAGEMENT INC. → | RIA / FO | $456M | LYNNWOOD, WA | CRD 116511 |
| COVE PRIVATE WEALTH, LLC → | RIA / FO | $455M | OYSTER BAY, NY | CRD 316866 |
| SICART ASSOCIATES, LLC → | RIA / FO | $455M | NEW YORK, NY | CRD 285275 |
| FLOURISH WEALTH MANAGEMENT INC. → | RIA / FO | $455M | EDINA, MN | CRD 170591 |
| EAGLE CAPITAL MANAGEMENT, LLC → | RIA / FO | $455M | MANDEVILLE, LA | CRD 110177 |
| LEGACY WEALTH MANAGEMENT, LLC → | RIA / FO | $455M | RIDGELAND, MS | CRD 304659 |
| CEDAR COVE WEALTH PARTNERS → | RIA / FO | $455M | BLOOMINGTON, MN | CRD 336245 |
| IVC WEALTH ADVISORS LLC → | RIA / FO | $455M | SILVERDALE, PA | CRD 301127 |
| SELECTIVE WEALTH MANAGEMENT, INC. → | RIA / FO | $455M | FOREST, VA | CRD 164882 |
| WHITESTAR ADVISORS, LLC → | RIA / FO | $454M | BOCA RATON, FL | CRD 124627 |
| NEW WATER CAPITAL, L.P. → | RIA / FO | $454M | BOCA RATON, FL | CRD 226608 |
| SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC → | RIA / FO | $454M | MONTVALE, NJ | CRD 298315 |
| PROVENANCE MANAGEMENT CO., LP → | RIA / FO | $454M | BEVERLY HILLS, CA | CRD 307347 |
| CONFIDENCE WEALTH MANAGEMENT, INC. → | RIA / FO | $454M | LOS ANGELES, CA | CRD 127383 |
| AXIENT INVESTMENT ADVISORS LLC → | RIA / FO | $454M | HUNTSVILLE, AL | CRD 336722 |
| WAKEFIELD ASSET MANAGEMENT, LLLP → | RIA / FO | $454M | ENGLEWOOD, CO | CRD 143720 |
| COLUMBUS INVESTMENT ADVISORY INC. → | RIA / FO | $454M | NEW ALBANY, OH | CRD 104595 |
| LAUREL WEALTH PLANNING → | RIA / FO | $454M | EDINA, MN | CRD 122035 |
| SILVER GROVE ADVISORY SERVICES → | RIA / FO | $454M | ORCHARD PARK, NY | CRD 287512 |
| BRANT POINT INVESTMENT MANAGEMENT LLC → | RIA / FO | $453M | NEW YORK, NY | CRD 157572 |
| RICHMOND INVESTMENT SERVICES LLC → | RIA / FO | $453M | MEQUON, WI | CRD 327451 |
| PRENTISS SMITH & COMPANY, INC. → | RIA / FO | $453M | BRATTLEBORO, VT | CRD 110928 |
| CROSS ISLAND ADVISORS LLC → | RIA / FO | $453M | DARIEN, CT | CRD 292058 |
| MCCLARREN FINANCIAL ADVISORS → | RIA / FO | $453M | STATE COLLEGE, PA | CRD 122147 |
| IMZ ADVISORY INC. → | RIA / FO | $453M | BOCA RATON, FL | CRD 314890 |
| ENDICOTT CAPITAL → | RIA / FO | $453M | NEW YORK, NY | CRD 308447 |
| NOVA R WEALTH, INC. → | RIA / FO | $453M | OVERLAND PARK, KS | CRD 169574 |
| OLD NORTH STATE WEALTH MANAGEMENT, LLC → | RIA / FO | $453M | WILMINGTON, NC | CRD 148659 |
| ASPEN INVESTMENT MANAGEMENT INC. → | RIA / FO | $452M | GRAND RAPIDS, MI | CRD 112081 |
| CERTIOR FINANCIAL GROUP, LLC → | RIA / FO | $452M | KING OF PRUSSIA, PA | CRD 285502 |
| AUDENT GLOBAL ASSET MANAGEMENT, LLC → | RIA / FO | $452M | WEST HOLLYWOOD, CA | CRD 308166 |
| POINTE CAPITAL MANAGEMENT LLC → | RIA / FO | $452M | GROSSE POINTE FARMS, MI | CRD 152520 |
| SARVER VROOMAN WEALTH ADVISORS LLC → | RIA / FO | $452M | KANSAS CITY, MO | CRD 332699 |
| RBA WEALTH MANAGEMENT, LLC → | RIA / FO | $452M | NEWPORT BEACH, CA | CRD 291029 |
| BLACKHAWK CAPITAL PARTNERS, LLC → | RIA / FO | $452M | THIENSVILLE, WI | CRD 158020 |
| VIRTERA PARTNERS LLC → | RIA / FO | $452M | PEPPER PIKE, OH | CRD 308187 |
| HOLCOMBE FINANCIAL, INC. → | RIA / FO | $452M | ATLANTA, GA | CRD 142238 |
| HORIZON WEALTH ADVISORS → | RIA / FO | $451M | HOUSTON, TX | CRD 114102 |
| EDGE FOCUS CAPITAL MANAGEMENT, LLC → | RIA / FO | $451M | NEW YORK, NY | CRD 309884 |
| PRIVATE WEALTH ADVISORS → | RIA / FO | $451M | FRESNO, CA | CRD 141971 |
| WEALTHSPAN PARTNERS, LLC → | RIA / FO | $451M | DAVENPORT, IA | CRD 297712 |
| JUNIPER INVESTMENT COMPANY → | RIA / FO | $451M | NEW YORK, NY | CRD 170814 |
| KINETIC INVESTMENT MANAGEMENT, INC. → | RIA / FO | $451M | LOS ANGELES, CA | CRD 283034 |
| IFC PERSONAL MONEY MANAGERS, INC. → | RIA / FO | $451M | NEW YORK, NY | CRD 126344 |
| ENZI WEALTH → | RIA / FO | $451M | AUSTIN, TX | CRD 315457 |
| HAVENCREST CAPITAL MANAGEMENT, LLC → | RIA / FO | $451M | DALLAS, TX | CRD 287944 |
| STONECOURT CAPITAL LP → | RIA / FO | $451M | NEW YORK, NY | CRD 286234 |
| M1 CAPITAL MANAGEMENT LLC → | RIA / FO | $450M | TROY, MI | CRD 158269 |
| NOLAN MANAGEMENT LLC → | RIA / FO | $450M | HERMOSA BEACH, CA | CRD 312637 |
| TIMONIER → | RIA / FO | $450M | WINSTON SALEM, NC | CRD 150748 |
| WATEREQUITY LLC → | RIA / FO | $450M | KANSAS CITY, MO | CRD 281955 |
| PERRY CAPITAL PARTNERS LLC → | RIA / FO | $450M | – | CRD 312808 |
| MITCHELL & PAHL PRIVATE WEALTH → | RIA / FO | $450M | OKLAHOMA CITY, OK | CRD 307625 |
| CAPITAL SQUARE, LLC → | RIA / FO | $450M | ATHENS, TN | CRD 286098 |
| HAZARD & SIEGEL ADVISORY SERVICES LLC → | RIA / FO | $450M | DEWITT, NY | CRD 151462 |
| GUIDANCE CAPITAL, INC. → | RIA / FO | $450M | LOUISVILLE, KY | CRD 323541 |
| MUSTARD SEED WEALTH MANAGEMENT → | RIA / FO | $449M | MAGNOLIA, AR | CRD 117737 |
| QUAKER WEALTH MANAGEMENT LLC → | RIA / FO | $449M | MOORESTOWN, NJ | CRD 284546 |
| SILVERLEAFE CAPITAL PARTNERS, LLC → | RIA / FO | $449M | GERMANTOWN, TN | CRD 133174 |
| HSC WEALTH ADVISORS → | RIA / FO | $449M | FOREST, VA | CRD 105103 |
| AVANT MANAGEMENT LLC → | RIA / FO | $449M | DENVER, CO | CRD 330991 |
| NIKULSKI FINANCIAL, INC. → | RIA / FO | $449M | BETTENDORF, IA | CRD 151569 |
| SQUARE CIRCLE IA LP → | RIA / FO | $449M | BOSTON, MA | CRD 312718 |
| WESTBOURNE INVESTMENT ADVISORS INC. → | RIA / FO | $449M | ANNAPOLIS, MD | CRD 144571 |
| MAIN LINE RETIREMENT ADVISORS, LLC → | RIA / FO | $449M | WHITEFISH, MT | CRD 284780 |
| DARBY INTERNATIONAL CAPITAL → | RIA / FO | $448M | – | CRD 310826 |
| OSPREY PRIVATE WEALTH LLC → | RIA / FO | $448M | NEW YORK, NY | CRD 331295 |
| HARBOUR GROUP INDUSTRIES, INC. → | RIA / FO | $448M | ST. LOUIS, MO | CRD 160634 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC → | RIA / FO | $448M | SHREVEPORT, LA | CRD 166749 |
| ADVOCATES WEALTH PLANNING → | RIA / FO | $448M | HOUSTON, TX | CRD 138612 |
| CADENCE WEALTH MANAGEMENT LLC → | RIA / FO | $448M | WESTBOROUGH, MA | CRD 155080 |
| HARDIN CAPITAL PARTNERS, LLC → | RIA / FO | $448M | GREENVILLE, SC | CRD 153023 |
| KERRISDALE CAPITAL MANAGEMENT, LLC → | RIA / FO | $448M | MIAMI BEACH, FL | CRD 160804 |
| ARMSTRONG DIXON → | RIA / FO | $448M | BALTIMORE, MD | CRD 168345 |
| PETRA FINANCIAL ADVISORS INC → | RIA / FO | $447M | COLORADO SPRINGS, CO | CRD 107196 |
| FLAGSHIP PRIVATE WEALTH → | RIA / FO | $447M | WOBURN, MA | CRD 175277 |
| STEPHENSON AND COMPANY, INC. → | RIA / FO | $447M | SAN CLEMENTE, CA | CRD 111453 |
| LESLIE GLOBAL WEALTH, LLC → | RIA / FO | $447M | ITASCA, IL | CRD 128202 |
| UNITED ADVISORS AMERICA → | RIA / FO | $447M | PROSPER, TX | CRD 147350 |
| MAINSTREET RIA LLC → | RIA / FO | $446M | O'FALLON, MO | CRD 309150 |
| OAK LANE ADVISORS → | RIA / FO | $446M | CENTERVILLE, UT | CRD 140612 |
| L. K. BENSON & COMPANY, P.C. → | RIA / FO | $446M | TIMONIUM, MD | CRD 107908 |
| BRACCO ASSET MANAGEMENT → | RIA / FO | $446M | PURCHASE, NY | CRD 326536 |
| PEAK WEALTH MANAGEMENT, LLC → | RIA / FO | $446M | PLYMOUTH, MI | CRD 166944 |
| ROBERTS WEALTH ADVISORS, LLC → | RIA / FO | $446M | MENLO PARK, CA | CRD 308827 |
| BEATON MANAGEMENT CO INC → | RIA / FO | $446M | HAVERHILL, MA | CRD 104728 |
| BRIGHAM ROYALTIES MANAGEMENT, LLC → | RIA / FO | $446M | AUSTIN, TX | CRD 333329 |
| ARCADIA WEALTH MANAGEMENT, LLC → | RIA / FO | $446M | MANCHESTER, NH | CRD 284925 |
| MINDSET WEALTH MANAGEMENT, LLC → | RIA / FO | $445M | INDIANAPOLIS, IN | CRD 330384 |
| MAXIM FINANCIAL ADVISORS LLC → | RIA / FO | $445M | NEW YORK, NY | CRD 139366 |
| N1 ADVISORS → | RIA / FO | $445M | NEWARK, DE | CRD 147048 |
| 4X4 CAPITAL → | RIA / FO | $445M | NEW YORK, NY | CRD 316647 |
| SPECTRUM WEALTH ADVISORY GROUP, LLC → | RIA / FO | $445M | GRANITE BAY, CA | CRD 298632 |
| CWC ADVISORS, LLC → | RIA / FO | $445M | LAKE OSWEGO, OR | CRD 127739 |
| BEACONLIGHT CAPITAL, LLC → | RIA / FO | $445M | NEW YORK, NY | CRD 158390 |
| SSB&T WEALTH MANAGEMENT, LLC → | RIA / FO | $445M | FREDERICKSBURG, TX | CRD 328102 |
| LEFAVI WEALTH MANAGEMENT → | RIA / FO | $445M | SALT LAKE CITY, UT | CRD 104961 |
| ROBINSON SMITH WEALTH ADVISORS, LLC → | RIA / FO | $445M | SOUTH PORTLAND, ME | CRD 123098 |
| KENTER CANYON CAPITAL, LLC → | RIA / FO | $445M | – | CRD 150624 |