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.
23,520 matches · showing 8401–8500 (page 85 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| MUHLENKAMP & CO INC → | RIA / FO | $436M | WEXFORD, PA | CRD 110787 |
| OFF ROAD CAPITAL MANAGEMENT LLC → | RIA / FO | $436M | NEW YORK, NY | CRD 285344 |
| PRECISION FINANCIAL SERVICES → | RIA / FO | $436M | MINE HILL, NJ | CRD 147872 |
| PRINCETON CAPITAL MANAGEMENT LLC → | RIA / FO | $435M | RED BANK, NJ | CRD 113926 |
| ADVISORSTRUST PARTNERS LLC → | RIA / FO | $435M | RALEIGH, NC | CRD 304967 |
| MMHP INVESTMENT ADVISORS → | RIA / FO | $435M | THOMASVILLE, GA | CRD 107861 |
| FEFA FINANCIAL → | RIA / FO | $435M | SAINT LOUIS, MO | CRD 324833 |
| FAMILY CAPITAL MANAGEMENT → | RIA / FO | $435M | GRAND RAPIDS, MI | CRD 111230 |
| HORRELL CAPITAL MANAGEMENT, INC. → | RIA / FO | $435M | LITTLE ROCK, AR | CRD 115711 |
| BRANDON FINANCIAL PLANNING, INC. → | RIA / FO | $435M | MEMPHIS, TN | CRD 110267 |
| CARMEL CAPITAL PARTNERS, LLC → | RIA / FO | $434M | SAN DIEGO, CA | CRD 123907 |
| COMPREHENSIVE FINANCIAL PLANNING, INC. → | RIA / FO | $434M | EAST PETERSBURG, PA | CRD 110937 |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY → | RIA / FO | $434M | NEW YORK, NY | CRD 15356 |
| SPARK INVESTMENT MANAGEMENT LLC → | RIA / FO | $434M | NEW YORK, NY | CRD 160815 |
| SESTANTE FAMILY OFFICE → | RIA / FO | $434M | CORONADO, CA | CRD 335152 |
| PLAN A WEALTH, LLC → | RIA / FO | $434M | LINCOLN, NE | CRD 287860 |
| RETIRE AGILE → | RIA / FO | $434M | HERMANTOWN, MN | CRD 309238 |
| L1 CAPITAL GLOBAL INC. → | RIA / FO | $434M | MIAMI BEACH, FL | CRD 310223 |
| SANTORI & PETERS → | RIA / FO | $433M | CANONSBURG, PA | CRD 105978 |
| ROBINSWOOD FINANCIAL → | RIA / FO | $433M | KIRKLAND, WA | CRD 143417 |
| GREENBRIDGE PARTNERS LLC → | RIA / FO | $433M | LAKELAND, FL | CRD 304445 |
| ALPHACENTRIC ADVISORS LLC → | RIA / FO | $433M | SAN JUAN, PR | CRD 170679 |
| BGV VC MANAGEMENT LLC → | RIA / FO | $433M | MENLO PARK, CA | CRD 298473 |
| REGENTS PARK FUNDS, LLC → | RIA / FO | $433M | IRVINE, CA | CRD 284684 |
| LIGHTSPEED FACTION → | RIA / FO | $433M | PALO ALTO, CA | CRD 318821 |
| LISANTI CAPITAL GROWTH LLC → | RIA / FO | $432M | NEW YORK, NY | CRD 130023 |
| ENGAGED CAPITAL → | RIA / FO | $432M | NEWPORT BEACH, CA | CRD 161251 |
| THIRD NORTH CAPITAL LP → | RIA / FO | $432M | NEW YORK, NY | CRD 285348 |
| TRED AVON FAMILY WEALTH, LLC → | RIA / FO | $432M | EASTON, MD | CRD 174115 |
| HEITMAN INTERNATIONAL HK LIMITED → | RIA / FO | $432M | CENTRAL HONG KONG | CRD 170550 |
| ARGENTARII, LLC → | RIA / FO | $432M | CINCINNATI, OH | CRD 332112 |
| FSB PREMIER WEALTH MANAGEMENT, INC. → | RIA / FO | $432M | WATERLOO, IA | CRD 15898 |
| MUSIC ROW WEALTH MANAGEMENT → | RIA / FO | $432M | NASHVILLE, TN | CRD 288944 |
| TRICORD ADVISORS, INC. → | RIA / FO | $432M | RIVERSIDE, CA | CRD 155749 |
| INTERMARKET CORPORATION → | RIA / FO | $432M | NEW YORK, NY | CRD 161833 |
| FOREWORD CAPITAL, LP → | RIA / FO | $431M | SAN FRANCISCO, CA | CRD 332205 |
| NBZ INVESTMENT ADVISORS, LLC → | RIA / FO | $431M | KNOXVILLE, TN | CRD 123902 |
| ETF PORTFOLIO PARTNERS, INC. → | RIA / FO | $431M | LEAWOOD, KS | CRD 128366 |
| PROSPECT FINANCIAL SERVICES LLC → | RIA / FO | $431M | MELVILLE, NY | CRD 314154 |
| MWM GROUP LLC → | RIA / FO | $431M | CEDARHURST, NY | CRD 164123 |
| REPUBLIC CAPITAL → | RIA / FO | $431M | NEW YORK, NY | CRD 316437 |
| CAUSEY PUBLIC FINANCE → | RIA / FO | $431M | – | CRD 332123 |
| CUTLER CAPITAL MANAGEMENT → | RIA / FO | $431M | WORCESTER, MA | CRD 107463 |
| STEADMONT ADVISORS, LLC → | RIA / FO | $431M | BIRMINGHAM, AL | CRD 328882 |
| ARROWROOT FAMILY OFFICE, LLC → | RIA / FO | $431M | MARINA DEL REY, CA | CRD 168744 |
| WHITE PINE CAPITAL LLC → | RIA / FO | $431M | BLOOMINGTON, MN | CRD 108417 |
| SWMG, LLC → | RIA / FO | $430M | FORT WORTH, TX | CRD 166688 |
| CASTLE WEALTH MANAGEMENT → | RIA / FO | $430M | BOYNTON BEACH, FL | CRD 118364 |
| DIKER MANAGEMENT LLC → | RIA / FO | $430M | NEW YORK, NY | CRD 119786 |
| SOCHA FINANCIAL GROUP, LLC → | RIA / FO | $430M | CORNING, NY | CRD 299263 |
| POWER WEALTH MANAGEMENT → | RIA / FO | $430M | ALPHARETTA, GA | CRD 315101 |
| INTEGRATED CAPITAL MANAGEMENT → | RIA / FO | $430M | BLOOMFIELD HILLS, MI | CRD 284766 |
| COMPASS FINANCIAL GROUP, INC. → | RIA / FO | $430M | DEERFIELD BEACH, FL | CRD 125186 |
| NAVIGATE WEALTH MANAGEMENT, LLC → | RIA / FO | $430M | BIRMINGHAM, AL | CRD 173770 |
| SHAYNE & JACOBS, LLC → | RIA / FO | $429M | NASHVILLE, TN | CRD 109423 |
| CARLSON CAPITAL, L.P. → | RIA / FO | $429M | DALLAS, TX | CRD 118156 |
| QBOX FIDUCIARY SOLUTIONS, LLC → | RIA / FO | $429M | FORT WAYNE, IN | CRD 167622 |
| RADIAN INVESTMENT MANAGEMENT LLC → | RIA / FO | $429M | NEW YORK, NY | CRD 325109 |
| SQUARE WAVE CAPITAL → | RIA / FO | $429M | BROOKLYN, NY | CRD 318517 |
| AGIS MANAGEMENT LLC → | RIA / FO | $429M | CLEARWATER, FL | CRD 172457 |
| SYMPHONY FINANCIAL SERVICES, INC. → | RIA / FO | $429M | AKRON, OH | CRD 125058 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC → | RIA / FO | $429M | OMAHA, NE | CRD 105053 |
| BLUE WATER ASSET MANAGEMENT → | RIA / FO | $428M | GRAND RAPIDS, MI | CRD 175362 |
| LEGA Z ADVISORY LLC → | RIA / FO | $428M | – | CRD 297417 |
| COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP → | RIA / FO | $428M | NEW YORK, NY | CRD 285361 |
| LONGWALL FAMILY OFFICE → | RIA / FO | $428M | WESTPORT, CT | CRD 324336 |
| PROVIDENCE FINANCIAL ADVISORS, LLC → | RIA / FO | $428M | OVERLAND PARK, KS | CRD 124839 |
| HAVEN PRIVATE → | RIA / FO | $428M | ORLANDO, FL | CRD 329012 |
| CPC MANAGEMENT, LLC → | RIA / FO | $428M | KANSAS CITY, MO | CRD 313413 |
| ABOUND FINANCIAL → | RIA / FO | $428M | GRANITE BAY, CA | CRD 327724 |
| MCCARTER PRIVATE WEALTH SERVICES LLC → | RIA / FO | $428M | BOSTON, MA | CRD 108191 |
| BELAY INVESTMENT GROUP, LLC → | RIA / FO | $427M | SHERMAN OAKS, CA | CRD 281985 |
| SHEARWATER CAPITAL → | RIA / FO | $427M | DENVER, CO | CRD 115399 |
| SAG HARBOR CAPITAL MANAGEMENT, LLC → | RIA / FO | $427M | GREAT NECK, NY | CRD 161490 |
| O'DONNELL FINANCIAL SERVICES, LLC → | RIA / FO | $427M | SAN RAFAEL, CA | CRD 172520 |
| PROTIUM CAPITAL LIMITED → | RIA / FO | $427M | HONG KONG | CRD 335585 |
| CP CAPITAL (US) PARTNERS LP → | RIA / FO | $427M | NEW YORK, NY | CRD 158979 |
| CARE EQUITY CAPITAL MANAGEMENT, L.P. → | RIA / FO | $427M | – | CRD 312131 |
| HACKMAN FINANCIAL GROUP → | RIA / FO | $427M | CINCINNATI, OH | CRD 282027 |
| BEACON BRIDGE WEALTH PARTNERS, LLC → | RIA / FO | $427M | LOWER GWYNEDD, PA | CRD 321705 |
| HEP MANAGEMENT CORPORATION → | RIA / FO | $427M | NEW YORK, NY | CRD 161855 |
| BLUE LIKE AN ORANGE SUSTAINABLE CAPITAL → | RIA / FO | $427M | WASHINGTON, DC | CRD 291948 |
| PACIFIC STRATEGIC MANAGEMENT, LP → | RIA / FO | $426M | HOUSTON, TX | CRD 127990 |
| ABR DYNAMIC FUNDS, LLC → | RIA / FO | $426M | NEW YORK, NY | CRD 171847 |
| BOULDER ASSET MANAGEMENT → | RIA / FO | $426M | ENGLEWOOD, CO | CRD 107636 |
| CYPRESS CAPITAL, LLC → | RIA / FO | $426M | FRANKLIN, TN | CRD 171266 |
| TGS FINANCIAL ADVISORS → | RIA / FO | $426M | RADNOR, PA | CRD 107289 |
| LEGACY BRIDGE PRIVATE FAMILY OFFICES → | RIA / FO | $426M | WEST DES MOINES, IA | CRD 282261 |
| OMNI 360 WEALTH, INC. → | RIA / FO | $426M | PLAINSBORO, NJ | CRD 124878 |
| MURPHY & SYLVEST → | RIA / FO | $426M | DALLAS, TX | CRD 165130 |
| PERIGEE CAPITAL, LP → | RIA / FO | $426M | SARASOTA, FL | CRD 122085 |
| APPOMATTOX ADVISORY, INC → | RIA / FO | $426M | NEW YORK, NY | CRD 153731 |
| CIP CAPITAL → | RIA / FO | $426M | NEW YORK, NY | CRD 160700 |
| QUAD-CITIES INVESTMENT GROUP, LLC → | RIA / FO | $426M | DAVENPORT, IA | CRD 154113 |
| SCIENCE & TECHNOLOGY PARTNERS, L.P. → | RIA / FO | $425M | GREENWICH, CT | CRD 331267 |
| STONEHEARTH CAPITAL MANAGEMENT → | RIA / FO | $425M | DANVERS, MA | CRD 128866 |
| BUTTONWOOD WEALTH → | RIA / FO | $425M | WINCHESTER, VA | CRD 305896 |
| DYNAMIC CORE CAPITAL PARTNERS → | RIA / FO | $425M | JACKSONVILLE BEACH, FL | CRD 282733 |
| TRINITY WEALTH MANAGEMENT LLC → | RIA / FO | $425M | CINCINNATI, OH | CRD 152355 |
| BROADVIEW REAL ESTATE PARTNERS, LLC → | RIA / FO | $425M | STAMFORD, CT | CRD 297775 |