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 8301–8400 (page 84 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| HOLISTIC FINANCIAL PARTNERS, LLC → | RIA / FO | $445M | INDIANAPOLIS, IN | CRD 170913 |
| FLOWER CITY CAPITAL LLC → | RIA / FO | $445M | PITTSFORD, NY | CRD 281503 |
| WESTRIVER MANAGEMENT, LLC → | RIA / FO | $444M | SEATTLE, WA | CRD 161921 |
| CORNERSTONE PORTFOLIO RESEARCH → | RIA / FO | $444M | – | CRD 315130 |
| CM INVESTMENT PARTNERS, LLC → | RIA / FO | $444M | NEW YORK, NY | CRD 168941 |
| CARLISLE TAX CREDIT ADVISORS → | RIA / FO | $444M | – | CRD 151461 |
| SAGE RESIDENTIAL MANAGEMENT LLC → | RIA / FO | $444M | MORRISTOWN, NJ | CRD 315039 |
| HAMILTON CAPITAL PARTNERS, LLC → | RIA / FO | $444M | ATLANTA, GA | CRD 314344 |
| KING RIVER CAPITAL MANAGEMENT PTY LTD → | RIA / FO | $444M | SURRY HILLS, NEW SOUTH WALES | CRD 317361 |
| SUMITOMO MITSUI DS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. → | RIA / FO | $444M | SINGAPORE | CRD 309255 |
| O'BOYLE WEALTH MANAGEMENT, INC. → | RIA / FO | $444M | BEVERLY HILLS, CA | CRD 292849 |
| CAROLINA QUALIFIED RETIREMENT PLAN ADVISERS, LLC → | RIA / FO | $444M | – | CRD 171534 |
| SOCIAL LEVERAGE ADVISORS, LLC → | RIA / FO | $444M | SCOTTSDALE, AZ | CRD 292690 |
| PAVION BLUE CAPITAL, LLC → | RIA / FO | $444M | NEWPORT BEACH, CA | CRD 301968 |
| LUMBARD & KELLNER, LLC → | RIA / FO | $444M | HOLLIS, NH | CRD 117196 |
| STONE SUMMIT WEALTH LLC → | RIA / FO | $444M | – | CRD 315438 |
| INVISTA ADVISORS → | RIA / FO | $444M | MONTGOMERY, AL | CRD 282899 |
| CANDACE SHIRA ASSOCIATES, LLC → | RIA / FO | $443M | PITTSFORD, NY | CRD 165984 |
| HEDGEYE ASSET MANAGEMENT, LLC → | RIA / FO | $443M | STAMFORD, CT | CRD 336185 |
| BRIGHT ROAD WEALTH MANAGEMENT, LLC → | RIA / FO | $443M | ANCHORAGE, AK | CRD 164408 |
| FINANCIAL FREEDOM → | RIA / FO | $443M | CINCINNATI, OH | CRD 118772 |
| MEMBERS ADVISORY GROUP, LLC → | RIA / FO | $443M | WILLIAMSVILLE, NY | CRD 153723 |
| GREYKASELL WEALTH STRATEGIES, INC. → | RIA / FO | $443M | DANVILLE, CA | CRD 329018 |
| INLAND ADVISORY SERVICES, LLC → | RIA / FO | $443M | OAK BROOK, IL | CRD 338893 |
| SELKIRK MANAGEMENT, LLC → | RIA / FO | $443M | CHATHAM, NJ | CRD 162808 |
| SPIEGELMAN WEALTH MANAGEMENT, INC. → | RIA / FO | $443M | WALNUT CREEK, CA | CRD 336637 |
| ULLAND INVESTMENT ADVISORS, LLC → | RIA / FO | $443M | MINNEAPOLIS, MN | CRD 109610 |
| LUMINUS MANAGEMENT, LLC → | RIA / FO | $443M | HOUSTON, TX | CRD 157536 |
| JAMES R. MARTIN CONSULTING, INC → | RIA / FO | $443M | VANCOUVER, WA | CRD 109542 |
| LIFESTEPS FINANCIAL → | RIA / FO | $443M | CLAREMONT, CA | CRD 153852 |
| THACKERAY PARTNERS → | RIA / FO | $443M | DALLAS, TX | CRD 166351 |
| MONEY MANAGEMENT SERVICES INC → | RIA / FO | $443M | BIRMINGHAM, AL | CRD 106832 |
| SWS PARTNERS, LLC → | RIA / FO | $443M | COLUMBUS, OH | CRD 281838 |
| EAST BRIDGE CAPITAL MANAGEMENT LP → | RIA / FO | $442M | BOSTON, MA | CRD 167207 |
| FIGURE INVESTMENT ADVISORS, LLC → | RIA / FO | $442M | SAN FRANCISCO, CA | CRD 158307 |
| OAK HARBOR CAPITAL, LLC → | RIA / FO | $442M | LAS VEGAS, NV | CRD 169089 |
| LANDMARK WEALTH MANAGEMENT, LLC → | RIA / FO | $442M | MELVILLE, NY | CRD 158693 |
| DURATIONAL CAPITAL MANAGEMENT LP → | RIA / FO | $442M | NEW YORK, NY | CRD 291371 |
| OVATA CAPITAL MANAGEMENT LLC → | RIA / FO | $442M | HONG KONG | CRD 316669 |
| MERIDIANA → | RIA / FO | $442M | CORAL GABLES, FL | CRD 306237 |
| TEMPLETON FINANCIAL SERVICES INC. → | RIA / FO | $442M | CHANDLER, AZ | CRD 128240 |
| PARADIGM ASSET MANAGEMENT → | RIA / FO | $442M | WHITE PLAINS, NY | CRD 111479 |
| ARTEMIS CAPITAL PARTNERS → | RIA / FO | $442M | BOSTON, MA | CRD 285607 |
| DESTINY ADVISORS LLC → | RIA / FO | $441M | AUSTIN, TX | CRD 312099 |
| NORTH ISLAND VENTURES → | RIA / FO | $441M | NEW YORK, NY | CRD 309291 |
| ARDAN EQUITY PARTNERS, LLC → | RIA / FO | $441M | WEST PALM BEACH, FL | CRD 312470 |
| RISE ADVISORS, LLC → | RIA / FO | $441M | ROCHESTER, NY | CRD 309760 |
| OWLS NEST PARTNERS → | RIA / FO | $441M | CHADDS FORD, PA | CRD 289811 |
| TOURMALET ADVISORS, LP → | RIA / FO | $441M | FAIRFIELD, CT | CRD 336207 |
| BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC → | RIA / FO | $441M | ERIE, PA | CRD 146448 |
| SAGE PRIVATE WEALTH GROUP, LLC → | RIA / FO | $441M | OAKBROOK TERRACE, IL | CRD 173399 |
| BLACK DIAMOND FINANCIAL, LLC → | RIA / FO | $441M | – | CRD 314622 |
| COHERE CAPITAL → | RIA / FO | $441M | BOSTON, MA | CRD 305806 |
| AG ASSET ADVISORY, LLC → | RIA / FO | $440M | LOS ANGELES, CA | CRD 154406 |
| BOREALIS STRATEGIC CAPITAL PARTNERS, LP → | RIA / FO | $440M | CHICAGO, IL | CRD 300562 |
| TOWER WEALTH PARTNERS → | RIA / FO | $440M | LEWISBURG, PA | CRD 310461 |
| INVESTMENT MANAGEMENT CONSULTANTS → | RIA / FO | $440M | LAS VEGAS, NV | CRD 122718 |
| BURFORD BROTHERS, INC. → | RIA / FO | $440M | DALLAS, TX | CRD 306574 |
| PRIMESOLUTIONS ADVISORS, LLC → | RIA / FO | $440M | PITTSBURGH, PA | CRD 110085 |
| TIND ASSET MANAGEMENT → | RIA / FO | $440M | OSLO | CRD 334505 |
| BLUESTONE EQUITY PARTNERS → | RIA / FO | $440M | NEW YORK, NY | CRD 323332 |
| VANTUS WEALTH → | RIA / FO | $440M | LANCASTER, PA | CRD 337216 |
| COLLWICK FUNDS GP, LLC → | RIA / FO | $440M | CHARLOTTE, NC | CRD 162923 |
| THE MOORINGS GROUP, LLC → | RIA / FO | $440M | – | CRD 129403 |
| BILTMORE WEALTH MANAGEMENT, LLC → | RIA / FO | $440M | TEMPE, AZ | CRD 151365 |
| BRANSON FOWLKES & CO INC → | RIA / FO | $439M | HOUSTON, TX | CRD 107657 |
| OSTERWEIS CAPITAL MANAGEMENT → | RIA / FO | $439M | SAN FRANCISCO, CA | CRD 105421 |
| BATES FINANCIAL ADVISORS, INC. → | RIA / FO | $439M | ROCKFORD, IL | CRD 116515 |
| GROUNDFORCE CAPITAL MANAGEMENT, LLC → | RIA / FO | $439M | MILL VALLEY, CA | CRD 299383 |
| FORTRESS WEALTH GROUP → | RIA / FO | $439M | WINTER PARK, FL | CRD 308968 |
| SPIVAK ASSET MANAGEMENT, LLC → | RIA / FO | $439M | AVON, CT | CRD 125714 |
| BARCA CAPITAL, LLC → | RIA / FO | $439M | WEST NEWTON, MA | CRD 263786 |
| SIMPLYRICH → | RIA / FO | $439M | – | CRD 119311 |
| TA CAPITAL MANAGEMENT, LLC → | RIA / FO | $439M | SEWELL, NJ | CRD 169326 |
| GABLES CAPITAL MANAGEMENT, INC. → | RIA / FO | $439M | MIAMI, FL | CRD 109608 |
| NEWPORT INVESTMENT MANAGEMENT, LLC → | RIA / FO | $439M | CHICAGO, IL | CRD 153918 |
| SHAWSPRING PARTNERS, LLC → | RIA / FO | $439M | BOSTON, MA | CRD 172766 |
| DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC → | RIA / FO | $439M | FORT WAYNE, IN | CRD 124281 |
| SECOND ALPHA PARTNERS → | RIA / FO | $438M | NEW YORK, NY | CRD 282418 |
| STOREN FINANCIAL → | RIA / FO | $438M | ZIONSVILLE, IN | CRD 339197 |
| NEWVEST MANAGEMENT, LP → | RIA / FO | $438M | – | CRD 316841 |
| HENDLEY & CO. INC. → | RIA / FO | $438M | ZANESVILLE, OH | CRD 110465 |
| ARNOLD WEITZ & CO → | RIA / FO | $438M | ELKHORN, NE | CRD 108026 |
| SCHULZ WEALTH, LTD. → | RIA / FO | $438M | MANSFIELD, TX | CRD 172194 |
| CIC PARTNERS MANAGEMENT LLC → | RIA / FO | $438M | DALLAS, TX | CRD 158019 |
| ACCESS FINANCIAL SERVICES, INC. → | RIA / FO | $438M | MINNEAPOLIS, MN | CRD 115361 |
| THE LLOYD ADVISORY GROUP → | RIA / FO | $438M | SUWANEE, GA | CRD 150582 |
| CROWN WEALTH GROUP LLC → | RIA / FO | $438M | CHARLOTTE, NC | CRD 299732 |
| NOTE ADVISORS, LLC → | RIA / FO | $437M | BUFFALO, NY | CRD 171466 |
| HERBERT J. SIMS CAPITAL MANAGEMENT, INC. → | RIA / FO | $437M | FAIRFIELD, CT | CRD 134510 |
| PEACHTREE WEALTH ADVISORS, INC → | RIA / FO | $437M | ATLANTA, GA | CRD 139779 |
| PRACTICE FINANCIAL GROUP → | RIA / FO | $437M | JACKSONVILLE, OR | CRD 289256 |
| FOGEL CAPITAL MANAGEMENT INC → | RIA / FO | $437M | STUART, FL | CRD 108212 |
| NDURE GLOBAL LLC → | RIA / FO | $437M | – | CRD 327280 |
| AUGUST WEALTH ADVISORS LLC → | RIA / FO | $437M | WESTPORT, CT | CRD 339322 |
| BLUEPRINT INVESTING LLC → | RIA / FO | $436M | SAN FRANCISCO, CA | CRD 151422 |
| WESTEND CAPITAL MANAGEMENT, LLC. → | RIA / FO | $436M | SAUSALITO, CA | CRD 120545 |
| FINANCIAL ASSET MANAGEMENT CORP → | RIA / FO | $436M | CHAPPAQUA, NY | CRD 106643 |
| RAVENSWOOD PARTNERS LP → | RIA / FO | $436M | MCLEAN, VA | CRD 327106 |
| CHAPEL HILL INVESTMENT ANALYSTS INC → | RIA / FO | $436M | GREENSBURG, PA | CRD 109511 |