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 8501–8600 (page 86 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| PARADIGM INVESTMENT ADVISORY, LLC → | RIA / FO | $425M | BRIDGEWATER, NJ | CRD 334370 |
| ASHDON INVESTMENT MANAGEMENT, LLC → | RIA / FO | $425M | TULLAHOMA, TN | CRD 130180 |
| FORWARD CONSUMER PARTNERS, LLC → | RIA / FO | $425M | GREENWICH, CT | CRD 327847 |
| TCW ASSET BACKED FINANCE MANAGEMENT COMPANY LLC → | RIA / FO | $425M | LOS ANGELES, CA | CRD 332802 |
| LIFEMARK SECURITIES CORP. → | RIA / FO | $425M | ROCHESTER, NY | CRD 16204 |
| MACDOUGALL FINANCIAL COUNSELING → | RIA / FO | $425M | DELMONT, PA | CRD 104644 |
| GAMMA ASSET MANAGEMENT LLC → | RIA / FO | $425M | SAN JUAN, PR | CRD 300050 |
| SPRING LANE CAPITAL → | RIA / FO | $425M | BOSTON, MA | CRD 290181 |
| SYRIOS WEALTH MANAGEMENT GROUP → | RIA / FO | $425M | LA JOLLA, CA | CRD 332139 |
| MASCAGNI WEALTH MANAGEMENT, INC. → | RIA / FO | $425M | CLINTON, MS | CRD 115046 |
| HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. → | RIA / FO | $424M | FAIRHOPE, AL | CRD 106454 |
| SMART MONEY GROUP, LLC → | RIA / FO | $424M | EASTLAND, TX | CRD 284187 |
| BLACKDIAMOND WEALTH MANAGEMENT, LLC → | RIA / FO | $424M | NEW YORK, NY | CRD 291459 |
| APOLLO S3 RIC MANAGEMENT, L.P. → | RIA / FO | $424M | NEW YORK, NY | CRD 330339 |
| FIRST CITY CAPITAL MANAGEMENT INC → | RIA / FO | $424M | SAVANNAH, GA | CRD 104780 |
| CASTLE COAST WEALTH, LLC → | RIA / FO | $424M | LA JOLLA, CA | CRD 298439 |
| GENEVA PARTNERS, LLC → | RIA / FO | $424M | LAKE GENEVA, WI | CRD 130768 |
| SINDIA CAPITAL ADVISERS, LLC → | RIA / FO | $423M | SOMERS POINT, NJ | CRD 333325 |
| HERITAGE FAMILY OFFICES, LLP → | RIA / FO | $423M | SCOTTSDALE, AZ | CRD 323930 |
| SAGEVEST WEALTH MANAGEMENT → | RIA / FO | $423M | MCLEAN, VA | CRD 143562 |
| ZARVONA ENERGY LLC → | RIA / FO | $423M | HOUSTON, TX | CRD 288820 |
| VALIANT WEALTH, LLC → | RIA / FO | $423M | WEST DES MOINES, IA | CRD 146911 |
| BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. → | RIA / FO | $423M | SAN LUIS OBISPO, CA | CRD 287683 |
| CAPITAL WEALTH INVESTMENTS → | RIA / FO | $423M | SCRANTON, PA | CRD 311698 |
| MCCARTHY ASSET MANAGEMENT, INC. → | RIA / FO | $422M | REDWOOD SHORES, CA | CRD 118285 |
| MAREK CAPITAL MANAGEMENT LP → | RIA / FO | $422M | NEW YORK, NY | CRD 333745 |
| FORZA WEALTH MANAGEMENT → | RIA / FO | $422M | SARASOTA, FL | CRD 281075 |
| CONGRESS PARK CAPITAL LLC → | RIA / FO | $422M | SARATOGA SPRINGS, NY | CRD 150309 |
| ADIRONDACK CAPITAL ADVISORS, LLC → | RIA / FO | $422M | SYRACUSE, NY | CRD 133305 |
| ONCE CAPITAL MANAGEMENT, LLC → | RIA / FO | $422M | NEW YORK, NY | CRD 289714 |
| THE ESTATE PLANNERS GROUP → | RIA / FO | $422M | YARDLEY, PA | CRD 124418 |
| TRUFP → | RIA / FO | $422M | CUMMING, GA | CRD 299212 |
| PRIMETRUST ADVISORS LLC → | RIA / FO | $422M | GREENVILLE, SC | CRD 141625 |
| FISCHER INVESTMENT GROUP, INC. → | RIA / FO | $421M | PITTSFORD, NY | CRD 110966 |
| ADAPTIVE INVESTMENTS → | RIA / FO | $421M | ALPHARETTA, GA | CRD 281201 |
| JGB CAPITAL MANAGEMENT L.P. → | RIA / FO | $421M | WESTPORT, CT | CRD 163658 |
| GIVERNY CAPITAL ADVISORS → | RIA / FO | $421M | PRINCETON, NJ | CRD 150123 |
| ODYSSEY GROUP WEALTH ADVISORS → | RIA / FO | $421M | LANCASTER, PA | CRD 336636 |
| GRAHAM, BORDELON, GOLSON & GILBERT, INC. → | RIA / FO | $421M | MONROE, LA | CRD 104612 |
| RUBICON ADVISORS → | RIA / FO | $421M | REDDING, CA | CRD 174447 |
| METAVASI CAPITAL LP → | RIA / FO | $421M | LARCHMONT, NY | CRD 311581 |
| GENCAP PORTFOLIO MANAGEMENT → | RIA / FO | $420M | TIBURON, CA | CRD 269910 |
| ACIMA PRIVATE WEALTH LLC → | RIA / FO | $420M | RICHMOND, VA | CRD 281496 |
| GENESEE CAPITAL ADVISORS, LLC → | RIA / FO | $420M | AUBURN, NY | CRD 167353 |
| EXETER FINANCIAL, LLC → | RIA / FO | $420M | SCOTTSDALE, AZ | CRD 143420 |
| CASCADE INVESTMENT GROUP, INC. → | RIA / FO | $420M | COLORADO SPRINGS, CO | CRD 35844 |
| POINT BRIDGE CAPITAL, LLC → | RIA / FO | $420M | FORT WORTH, TX | CRD 168071 |
| HOLLANDER ASSET MANAGEMENT LLC → | RIA / FO | $420M | MIAMI, FL | CRD 150343 |
| POTRERO CAPITAL RESEARCH, LLC → | RIA / FO | $420M | SAN FRANCISCO, CA | CRD 125909 |
| DIRECTED CAPITAL ADVISORS → | RIA / FO | $420M | ST. PETERSBURG, FL | CRD 162277 |
| ORIENTAL FINANCIAL SERVICES LLC → | RIA / FO | $420M | SAN JUAN, PR | CRD 29753 |
| R.W. ROGE & COMPANY, INC → | RIA / FO | $419M | BOHEMIA, NY | CRD 104645 |
| EMBLEM GROUP, L.P. → | RIA / FO | $419M | BOSTON, MA | CRD 329533 |
| HARLOW WEALTH MANAGEMENT, INC. → | RIA / FO | $419M | VANCOUVER, WA | CRD 148315 |
| MOONTOWER ASSET MANAGEMENT LP → | RIA / FO | $419M | AUSTIN, TX | CRD 328999 |
| RIDGEWOOD INVESTMENTS → | RIA / FO | $419M | SPRINGFIELD, NJ | CRD 121220 |
| SEABIRD INVESTMENT PARTNERS → | RIA / FO | $419M | SAN DIEGO, CA | CRD 284125 |
| WT WEALTH MANAGEMENT, LLC → | RIA / FO | $419M | SCOTTSDALE, AZ | CRD 169566 |
| SUMMIT PARTNERS CREDIT ADVISORS, L.P. → | RIA / FO | $419M | BOSTON, MA | CRD 153195 |
| P4G CAPITAL MANAGEMENT, LLC → | RIA / FO | $419M | STATELINE, NV | CRD 300645 |
| SILVER OAK ADVISORY GROUP → | RIA / FO | $419M | PORTLAND, OR | CRD 108298 |
| TRANSCE3ND LLC → | RIA / FO | $419M | BUDA, TX | CRD 317745 |
| ONE OAK CAPITAL MANAGEMENT, LLC → | RIA / FO | $419M | PURCHASE, NY | CRD 170339 |
| ALPHA LEONIS PARTNERS, LLC → | RIA / FO | $418M | WAYNE, PA | CRD 314560 |
| LINCOLN CAPITAL CORPORATION → | RIA / FO | $418M | EAST GREENWICH, RI | CRD 109922 |
| ASPECT PARTNERS, LLC → | RIA / FO | $418M | FAIRFAX, VA | CRD 307273 |
| MILLER VALUE PARTNERS, LLC → | RIA / FO | $418M | SARASOTA, FL | CRD 110632 |
| SEAPORT CAPITAL, LLC → | RIA / FO | $418M | NEW YORK, NY | CRD 160734 |
| MAUNEY-PITT FINANCIAL MANAGEMENT, INC. → | RIA / FO | $418M | SHELBY, NC | CRD 337870 |
| QUANTUM PRIVATE WEALTH, LLC → | RIA / FO | $418M | TAMPA, FL | CRD 307358 |
| ONEX CREDIT ADVISOR, LLC → | RIA / FO | $418M | ENGLEWOOD CLIFFS, NJ | CRD 330076 |
| FRUTH INVESTMENT MANAGEMENT → | RIA / FO | $418M | HOUSTON, TX | CRD 107273 |
| HONTE ADVISORS LLC → | RIA / FO | $418M | BERKELEY, CA | CRD 308341 |
| ARTIST CAPITAL MANAGEMENT LLC → | RIA / FO | $418M | NEW YORK, NY | CRD 296835 |
| FLATROCK WEALTH PARTNERS LLC → | RIA / FO | $418M | NEWPORT BEACH, CA | CRD 321777 |
| COQUINA PRIVATE WEALTH ADVISORS → | RIA / FO | $418M | PORT CHARLOTTE, FL | CRD 333615 |
| EAGLE WEALTH MANAGEMENT GROUP INC. → | RIA / FO | $418M | VALENCIA, CA | CRD 327052 |
| CEDAR WEALTH MANAGEMENT → | RIA / FO | $417M | – | CRD 167149 |
| CASTLEVIEW PARTNERS, LLC → | RIA / FO | $417M | DALLAS, TX | CRD 281410 |
| SEVEN MILE ADVISORY LLC → | RIA / FO | $417M | TALLAHASSEE, FL | CRD 324114 |
| JUPITER WEALTH MANAGEMENT, LLC → | RIA / FO | $417M | GLENDALE, CO | CRD 299220 |
| LAKEMORE PARTNERS MANAGEMENT US LLC → | RIA / FO | $417M | DIFC | CRD 311223 |
| STRATEGIC ASSET MANAGEMENT GROUP ADVISORS → | RIA / FO | $416M | POMPANO BEACH, FL | CRD 135832 |
| TWO PRIME INC. → | RIA / FO | $416M | – | CRD 316015 |
| MARKET INVESTMENT GROUP, LLC → | RIA / FO | $416M | WICHITA, KS | CRD 334248 |
| CULTIVATION CAPITAL, LLC → | RIA / FO | $416M | ST. LOUIS, MO | CRD 168734 |
| HIGHVIEW CAPITAL MANAGEMENT, LLC → | RIA / FO | $416M | BUFFALO GROVE, IL | CRD 306195 |
| BARD ASSOCIATES INC → | RIA / FO | $416M | CHICAGO, IL | CRD 104984 |
| JEFFREY N. MEHLER, CFP LLC → | RIA / FO | $416M | ESSEX, CT | CRD 126681 |
| JMF CAPSTONE WEALTH MANAGEMENT → | RIA / FO | $416M | TUSCALOOSA, AL | CRD 118296 |
| SGL FINANCIAL, LLC → | RIA / FO | $416M | BUFFALO GROVE, IL | CRD 158023 |
| R.T. JONES CAPITAL EQUITIES MANAGEMENT INC. → | RIA / FO | $416M | ST. LOUIS, MO | CRD 131804 |
| ALLARD PARTNERS LIMITED → | RIA / FO | $416M | CENTRAL | CRD 138933 |
| MCCOLLUM CHRISTOFERSON GROUP, LLC → | RIA / FO | $416M | AMHERST, NY | CRD 268812 |
| SLOTNIK CAPITAL, LLC → | RIA / FO | $416M | DALLAS, TX | CRD 324251 |
| APAX PARTNERS US, LLC → | RIA / FO | $416M | NEW YORK, NY | CRD 157110 |
| DAVIDSON KAHN CAPITAL MANAGEMENT, LLC → | RIA / FO | $415M | SHERMAN OAKS, CA | CRD 290062 |
| BROADCREST ASSET MANAGEMENT, LLC → | RIA / FO | $415M | WINTER PARK, FL | CRD 287590 |
| GOODMAN ADVISORY GROUP, LLC → | RIA / FO | $415M | NEEDHAM, MA | CRD 285637 |
| FIRST WILSHIRE SECURITIES MANAGEMENT, INC. → | RIA / FO | $415M | PASADENA, CA | CRD 171971 |