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.

Type:AllRIAs / family offices13F managersIssuersAUM ≥:Any$1B$10B$100B

8,796 matches · showing 8601–8700 (page 87 of 88)

EntityTypeAUMLocationAnchor
Wharton Business Group, LLC →13F manager––CIK 1513126
Wheelhouse Advisory Group LLC →13F manager––CIK 1998946
Wheels Up Wealth, Inc. →13F manager––CIK 2107618
Whelan Financial →13F manager––CIK 1894921
Whetstone Capital Advisors, LLC →13F manager––CIK 1607278
WHI TRUST Co LLC →13F manager––CIK 2013902
Whipplewood Advisors, LLC →13F manager––CIK 2052510
Whitaker-Myers Wealth Managers, LTD. →13F manager––CIK 1973849
Whitcomb & Hess, Inc. →13F manager––CIK 1813577
White & Co Financial Planning Inc →13F manager––CIK 2039300
White Knight Strategic Wealth Advisors, LLC →13F manager––CIK 1904677
White Lighthouse Investment Management Inc. →13F manager––CIK 1727593
WHITE MOUNTAINS INSURANCE GROUP LTD →13F manager––CIK 776867
WHITE PINE CAPITAL LLC →13F manager––CIK 1137429
White Pine Investment CO →13F manager––CIK 1318259
White Wing Wealth Management →13F manager––CIK 2001473
Whitebark Investors LP →13F manager––CIK 2042091
WHITEBOX ADVISORS LLC →13F manager––CIK 1257391
Whitefort Capital Management, LP →13F manager––CIK 1884931
Whitegate Investment Counselors, Inc. →13F manager––CIK 1667102
WHITENER CAPITAL MANAGEMENT, INC. →13F manager––CIK 825217
Whitford Management LLC →13F manager––CIK 1957726
WHITTIER TRUST CO →13F manager––CIK 1137881
WHITTIER TRUST CO OF NEVADA INC →13F manager––CIK 1263548
Wick Capital Partners, LLC →13F manager––CIK 1904388
Widmann Financial Services, Inc. →13F manager––CIK 1906640
Wildcat Capital Management, LLC →13F manager––CIK 1582384
Wilkerson Advisory Group LLC →13F manager––CIK 2079661
WILKINS INVESTMENT COUNSEL INC →13F manager––CIK 1276853
Wilkins Miller Wealth Management, LLC →13F manager––CIK 2057318
Wilkinson Global Asset Management LLC →13F manager––CIK 1764000
William Allan Corp →13F manager––CIK 1910961
William B. Walkup & Associates, Inc. →13F manager––CIK 2034054
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC →13F manager––CIK 1644956
William Howard & Co Financial Advisors Inc →13F manager––CIK 2023493
William Mack & Associates, Inc. →13F manager––CIK 2096700
William Marsh Rice University →13F manager––CIK 1674705
Williams & Novak, LLC →13F manager––CIK 1998419
Williams Financial, LLC →13F manager––CIK 1846923
Williams Jones Wealth Management, LLC. →13F manager––CIK 1788587
Williamson Legacy Group, LLC →13F manager––CIK 2011965
Willis Investment Counsel →13F manager––CIK 1310929
Willis Johnson & Associates, Inc. →13F manager––CIK 1853239
WILLNER & HELLER, LLC →13F manager––CIK 1927796
Willow Financial LLC →13F manager––CIK 2077046
Wills Financial Group LLC →13F manager––CIK 2059579
Wilmar Advisors LLC →13F manager––CIK 2052481
Wilmington Savings Fund Society, FSB →13F manager––CIK 900974
WILSEY ASSET MANAGEMENT INC →13F manager––CIK 1598379
Wilshire Advisors LLC →13F manager––CIK 1616628
Wilson & Boucher Capital Management, LLC →13F manager––CIK 1903579
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD →13F manager––CIK 1914472
WIM INVESTMENT MANAGEMENT Ltd →13F manager––CIK 2042565
WIMMER ASSOCIATES 1, LLC →13F manager––CIK 1667019
WIN ADVISORS, INC →13F manager––CIK 1897144
WINCAP FINANCIAL LLC →13F manager––CIK 2064588
Winch Advisory Services, LLC →13F manager––CIK 1585822
Wind River Trust Co →13F manager––CIK 1657703
WINDACRE PARTNERSHIP LLC →13F manager––CIK 1599383
Windle Wealth, LLC →13F manager––CIK 1963452
Windmill Hill Asset Management Ltd →13F manager––CIK 1831132
Windsor Advisory Group, LLC →13F manager––CIK 1739953
Windsor Capital Management, LLC →13F manager––CIK 1543100
WINDWARD CAPITAL MANAGEMENT CO /CA →13F manager––CIK 1078635
Windward Management LP →13F manager––CIK 1880817
Windward Private Wealth Management Inc. →13F manager––CIK 1835866
WINEBRENNER CAPITAL MANAGEMENT LLC →13F manager––CIK 2047728
Wingate Wealth Advisors, Inc. →13F manager––CIK 2041800
WINMILL & CO. INC →13F manager––CIK 52234
WINNOW WEALTH LLC →13F manager––CIK 2079687
WINSLOW ASSET MANAGEMENT INC →13F manager––CIK 1286534
Winslow Capital Management, LLC →13F manager––CIK 900973
Winter & Associates, Inc. →13F manager––CIK 2109063
Winthrop Advisory Group LLC →13F manager––CIK 1739043
Winthrop Capital Management, LLC →13F manager––CIK 2010657
Winthrop Partners - WNY, LLC →13F manager––CIK 1734109
WINTON GROUP Ltd →13F manager––CIK 1612063
WIREGRASS INVESTMENT MANAGEMENT LLC →13F manager––CIK 2109460
WISCONSIN CAPITAL MANAGEMENT LLC →13F manager––CIK 926833
Wisconsin Wealth Advisors, LLC →13F manager––CIK 2073891
Wise Wealth Partners →13F manager––CIK 2056711
Wiser Advisor Group LLC →13F manager––CIK 2011550
Wiser Wealth Management, Inc →13F manager––CIK 1573263
Wishbone Management, LP →13F manager––CIK 1777734
WIT Partners Advisory Pte. Ltd. →13F manager––CIK 2000043
WIT, LLC →13F manager––CIK 1840025
WITTENBERG INVESTMENT MANAGEMENT, INC. →13F manager––CIK 1697790
WJ Financial Advisors LLC →13F manager––CIK 2095682
WJ Interests, LLC →13F manager––CIK 1727642
WJ Wealth Management, LLC →13F manager––CIK 1801674
WLTH Capital Management, LLC →13F manager––CIK 2112635
WMG Financial Advisors, LLC →13F manager––CIK 1906711
WMS Group LLC →13F manager––CIK 2113632
WNY Asset Management, LLC →13F manager––CIK 1803296
Wolf Hill Capital Management, LP →13F manager––CIK 1785988
Wolff Financial Management LLC →13F manager––CIK 1767940
WOLFF WIESE MAGANA LLC →13F manager––CIK 1832097
Wolfstich Capital, LLC →13F manager––CIK 2047009
Wolfswood Holdings, LLC →13F manager––CIK 1835700
WOLVERINE ASSET MANAGEMENT LLC →13F manager––CIK 1279891
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