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 8601–8700 (page 87 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| FERGUSON SHAPIRO LLC → | RIA / FO | $415M | DECATUR, GA | CRD 297555 |
| LANDSEER ADVISORS LLC → | RIA / FO | $415M | PRINCETON, NJ | CRD 309937 |
| WHETSTONE CAPITAL ADVISORS → | RIA / FO | $415M | MISSION WOODS, KS | CRD 155414 |
| FLYWHEEL PRIVATE WEALTH LLC → | RIA / FO | $415M | LOS ALTOS, CA | CRD 325690 |
| CENTER CAPITAL PARTNERS LLC → | RIA / FO | $415M | BEVERLY HILLS, CA | CRD 315464 |
| ELLINGTON CREDIT COMPANY MANAGEMENT LLC → | RIA / FO | $415M | OLD GREENWICH, CT | CRD 168311 |
| LOCK 8 PARTNERS → | RIA / FO | $415M | NEW YORK, NY | CRD 319731 |
| MOMENTUM ADVISORS → | RIA / FO | $415M | NEW YORK, NY | CRD 159574 |
| NORTHEAST PLANNING ASSOCIATES, INC. → | RIA / FO | $414M | BEDFORD, NH | CRD 131406 |
| GARNER ASSET MANAGEMENT CORPORATION → | RIA / FO | $414M | – | CRD 115350 |
| MOKOSAK ADVISORY GROUP, LLC → | RIA / FO | $414M | URBANDALE, IA | CRD 287538 |
| GOLD COAST WEALTH MANAGEMENT, LLC → | RIA / FO | $414M | JERICHO, NY | CRD 156338 |
| OAK ASSET MANAGEMENT, LLC → | RIA / FO | $414M | WESTLAKE VILLAGE, CA | CRD 287856 |
| WATERSHED PRIVATE WEALTH → | RIA / FO | $414M | OAK BROOK, IL | CRD 316408 |
| CLEARWELL GROUP → | RIA / FO | $414M | TAMPA, FL | CRD 306186 |
| TED BUCHAN & COMPANY → | RIA / FO | $413M | SAN DIEGO, CA | CRD 140722 |
| CAIRD INVESTMENTS → | RIA / FO | $413M | DALLAS, TX | CRD 334504 |
| GROVE STREET FIDUCIARY, LLC → | RIA / FO | $413M | PETERBOROUGH, NH | CRD 107703 |
| NORTHBRIDGE FINANCIAL GROUP, LLC → | RIA / FO | $413M | TAMPA, FL | CRD 310394 |
| SWS CAPITAL MANAGEMENT, LLC → | RIA / FO | $413M | NEW YORK, NY | CRD 119043 |
| AULDBRASS PARTNERS, LP → | RIA / FO | $413M | NEW YORK, NY | CRD 161360 |
| ALETHEIAN WEALTH ADVISORS LLC → | RIA / FO | $413M | BELLEVUE, WA | CRD 304623 |
| ALTAMONT CAPITAL MANAGEMENT → | RIA / FO | $412M | ASHEVILLE, NC | CRD 118979 |
| KERBEROS CAPITAL MANAGEMENT LLC → | RIA / FO | $412M | CHICAGO, IL | CRD 315699 |
| LAKESIDE ADVISORS INC → | RIA / FO | $412M | SEATTLE, WA | CRD 104540 |
| AUXO INVESTMENT PARTNERS, LLC → | RIA / FO | $412M | GRAND RAPIDS, MI | CRD 290177 |
| BAY HARBOR WEALTH MANAGEMENT, LLC → | RIA / FO | $412M | HUNT VALLEY, MD | CRD 294000 |
| PETIX & BOTTE FINANCIAL → | RIA / FO | $412M | LA MESA, CA | CRD 170020 |
| FOUNDATION WEALTH MANAGEMENT, LLC → | RIA / FO | $412M | MEDIA, PA | CRD 168270 |
| AURELIUS CAPITAL MANAGEMENT, LP → | RIA / FO | $412M | NEW YORK, NY | CRD 157325 |
| CURBSTONE FINANCIAL MANAGEMENT CORP. → | RIA / FO | $412M | MANCHESTER, NH | CRD 13348 |
| VORTUS INVESTMENT ADVISORS, LLC → | RIA / FO | $412M | FORT WORTH, TX | CRD 166178 |
| GRANDVIEW ASSET MANAGEMENT LLC → | RIA / FO | $412M | HARRISBURG, PA | CRD 172357 |
| SLAGLE FINANCIAL, LLC. → | RIA / FO | $412M | EDWARDSVILLE, IL | CRD 149976 |
| HALL CAPITAL MANAGEMENT COMPANY, INC. → | RIA / FO | $412M | BARRINGTON, RI | CRD 108141 |
| YAKIRA CAPITAL MANAGEMENT, INC. → | RIA / FO | $412M | WESTPORT, CT | CRD 159398 |
| MB, LEVIS & ASSOCIATES,LLC → | RIA / FO | $412M | CENTER VALLEY, PA | CRD 164197 |
| HLM MANAGEMENT CO., LLC → | RIA / FO | $411M | WALTHAM, MA | CRD 162337 |
| BDFS CAPITAL LLC → | RIA / FO | $411M | REHOBOTH BEACH, DE | CRD 287680 |
| ZUNA, LLC → | RIA / FO | $411M | PORTLAND, OR | CRD 306113 |
| ROONEY CAPITAL MANAGEMENT, INC. → | RIA / FO | $411M | – | CRD 141874 |
| GUARDIAN WEALTH MANAGEMENT, LLC → | RIA / FO | $411M | CHATTANOOGA, TN | CRD 118668 |
| EVEREST PRIVATE WEALTH → | RIA / FO | $411M | CUPERTINO, CA | CRD 142945 |
| COPPER FINANCIAL → | RIA / FO | $411M | LENEXA, KS | CRD 168203 |
| ACCESS FINANCIAL RESOURCES INC. → | RIA / FO | $411M | OKLAHOMA CITY, OK | CRD 109495 |
| ESO MANAGEMENT SERVICES LLC → | RIA / FO | $411M | SAN MATEO, CA | CRD 165564 |
| BLUE SQUARE ASSET MANAGEMENT, LLC → | RIA / FO | $410M | NEW YORK, NY | CRD 296802 |
| SUNBEAM CAPITAL MANAGEMENT, LLC → | RIA / FO | $410M | – | CRD 289723 |
| PAVAKI CAPITAL MANAGEMENT, LLC → | RIA / FO | $410M | – | CRD 316395 |
| LAVELLE CAPITAL → | RIA / FO | $410M | SAN FRANCISCO, CA | CRD 316754 |
| BEMANAGED → | RIA / FO | $410M | GRAND RAPIDS, MI | CRD 140099 |
| OGBORNE CAPITAL MANAGEMENT, LLC. → | RIA / FO | $410M | SAN FRANCISCO, CA | CRD 165833 |
| TAYLOR FINANCIAL GROUP, INC. → | RIA / FO | $410M | ROANOKE, VA | CRD 116744 |
| MOMENTOUS WEALTH MANAGEMENT, INC. → | RIA / FO | $410M | VANCOUVER, WA | CRD 288429 |
| SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC → | RIA / FO | $410M | NEW YORK, NY | CRD 166616 |
| CYPRESS CREEK PARTNERS → | RIA / FO | $410M | AUSTIN, TX | CRD 129346 |
| BOYD WEALTH MANAGEMENT, LLC → | RIA / FO | $410M | SACRAMENTO, CA | CRD 293990 |
| PROFESSIONAL FINANCIAL SOLUTIONS, LLC → | RIA / FO | $410M | FAIRFAX, VA | CRD 114957 |
| VCFA GROUP → | RIA / FO | $410M | NEW YORK, NY | CRD 160941 |
| HEFFERNAN ADVISORY, INC. → | RIA / FO | $410M | FLAGSTAFF, AZ | CRD 116771 |
| BROADLAKE FINANCIAL MANAGEMENT → | RIA / FO | $410M | SOUTH BURLINGTON, VT | CRD 105057 |
| HILTON HEAD CAPITAL PARTNERS, LLC → | RIA / FO | $410M | HILTON HEAD ISLAND, SC | CRD 299375 |
| PELOTON EQUITY LLC → | RIA / FO | $410M | GREENWICH, CT | CRD 301543 |
| FRIDAY FINANCIAL → | RIA / FO | $409M | DUBUQUE, IA | CRD 329748 |
| MARKS WEALTH MANAGEMENT → | RIA / FO | $409M | ELLICOTT CITY, MD | CRD 310534 |
| STERLING INVESTMENT MANAGEMENT, LLC → | RIA / FO | $409M | TUCSON, AZ | CRD 112923 |
| CODE WAECHTER LLC → | RIA / FO | $409M | TAMPA, FL | CRD 289372 |
| TRUE FINANCIAL GROUP → | RIA / FO | $409M | CEDAR PARK, TX | CRD 285850 |
| ROOTED WEALTH ADVISORS → | RIA / FO | $409M | BOURBONNAIS, IL | CRD 313759 |
| GREENRIDGE GROWTH PARTNERS → | RIA / FO | $409M | AUSTIN, TX | CRD 171612 |
| WASSERSTEIN MANAGEMENT, LP → | RIA / FO | $409M | NEW YORK, NY | CRD 286158 |
| PALOUSE CAPITAL MANAGEMENT, INC. → | RIA / FO | $409M | SPOKANE, WA | CRD 104573 |
| CAPSTONE CAPITAL WEALTH ADVISORS → | RIA / FO | $408M | HENDERSON, NV | CRD 123764 |
| NEW LEAF VENTURE PARTNERS → | RIA / FO | $408M | NEW YORK, NY | CRD 163897 |
| ADVISORY SOLUTIONS GROUP → | RIA / FO | $408M | PLYMOUTH, MN | CRD 339919 |
| RANGE FINANCIAL GROUP, LLC → | RIA / FO | $408M | TIGARD, OR | CRD 290001 |
| HERITAGE FINANCIAL LLC → | RIA / FO | $408M | GAINESVILLE, VA | CRD 285149 |
| QUAD CITY INVESTMENT CENTER → | RIA / FO | $408M | MOLINE, IL | CRD 112187 |
| REVERE ASSET → | RIA / FO | $408M | ALLEN, TX | CRD 152881 |
| NEXUS338 → | RIA / FO | $408M | CABIN JOHN, MD | CRD 315250 |
| KOM WEALTH MANAGEMENT GROUP, LLC → | RIA / FO | $408M | APPLETON, WI | CRD 142682 |
| NAVIGOE, LLC → | RIA / FO | $408M | REDONDO BEACH, CA | CRD 168716 |
| MAXQ ASSET MANAGEMENT LLC → | RIA / FO | $408M | GREENWOOD VILLAGE, CO | CRD 336560 |
| COMPASS FINANCIAL SERVICES → | RIA / FO | $407M | WEST DES MOINES, IA | CRD 109441 |
| WEALTHCARE CAPITAL PARTNERS, LLC → | RIA / FO | $407M | WEST CHESTER, PA | CRD 330300 |
| J.R. PRUNIER CAPITAL MANAGEMENT LLC → | RIA / FO | $407M | HOLDEN, MA | CRD 321026 |
| BRIDGE GROWTH PARTNERS, LLC → | RIA / FO | $407M | NEW YORK, NY | CRD 168682 |
| FIFTH FORCE MANAGEMENT → | RIA / FO | $407M | DALLAS, TX | CRD 325161 |
| KEYSTONE FINANCIAL PLANNING, INC → | RIA / FO | $407M | WESTLAKE, OH | CRD 104640 |
| WOMACK WEALTH MANAGEMENT, INC. → | RIA / FO | $407M | MANHATTAN BEACH, CA | CRD 146126 |
| GREENBERG FINANCIAL GROUP → | RIA / FO | $407M | TUCSON, AZ | CRD 38747 |
| HENDERSON BROTHERS FINANCIAL PARTNERS LLC → | RIA / FO | $407M | PITTSBURGH, PA | CRD 333732 |
| UNITED WEALTH MANAGEMENT, LLC → | RIA / FO | $407M | – | CRD 133986 |
| TUMWATER WEALTH MANAGEMENT, LLC → | RIA / FO | $407M | BOISE, ID | CRD 300443 |
| HURLEY FINANCIAL GROUP, INC. → | RIA / FO | $407M | CORVALLIS, OR | CRD 108983 |
| KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC → | RIA / FO | $406M | ALBANY, GA | CRD 146655 |
| CLARITY CAPITAL ADVISORS, LLC → | RIA / FO | $406M | LAKEWOOD RANCH, FL | CRD 282405 |
| GUERRA WEALTH ADVISORS → | RIA / FO | $406M | MIAMI, FL | CRD 282409 |
| BALLAST ROCK PRIVATE WEALTH → | RIA / FO | $406M | CHARLESTON, SC | CRD 322064 |
| BONTEMPO OHLY CAPITAL MANAGEMENT, LLC → | RIA / FO | $406M | BETHESDA, MD | CRD 132804 |