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 86018700 (page 87 of 88)

EntityTypeAUMLocationAnchor
Wharton Business Group, LLC13F managerCIK 1513126
Wheelhouse Advisory Group LLC13F managerCIK 1998946
Wheels Up Wealth, Inc.13F managerCIK 2107618
Whelan Financial13F managerCIK 1894921
Whetstone Capital Advisors, LLC13F managerCIK 1607278
WHI TRUST Co LLC13F managerCIK 2013902
Whipplewood Advisors, LLC13F managerCIK 2052510
Whitaker-Myers Wealth Managers, LTD.13F managerCIK 1973849
Whitcomb & Hess, Inc.13F managerCIK 1813577
White & Co Financial Planning Inc13F managerCIK 2039300
White Knight Strategic Wealth Advisors, LLC13F managerCIK 1904677
White Lighthouse Investment Management Inc.13F managerCIK 1727593
WHITE MOUNTAINS INSURANCE GROUP LTD13F managerCIK 776867
WHITE PINE CAPITAL LLC13F managerCIK 1137429
White Pine Investment CO13F managerCIK 1318259
White Wing Wealth Management13F managerCIK 2001473
Whitebark Investors LP13F managerCIK 2042091
WHITEBOX ADVISORS LLC13F managerCIK 1257391
Whitefort Capital Management, LP13F managerCIK 1884931
Whitegate Investment Counselors, Inc.13F managerCIK 1667102
WHITENER CAPITAL MANAGEMENT, INC.13F managerCIK 825217
Whitford Management LLC13F managerCIK 1957726
WHITTIER TRUST CO13F managerCIK 1137881
WHITTIER TRUST CO OF NEVADA INC13F managerCIK 1263548
Wick Capital Partners, LLC13F managerCIK 1904388
Widmann Financial Services, Inc.13F managerCIK 1906640
Wildcat Capital Management, LLC13F managerCIK 1582384
Wilkerson Advisory Group LLC13F managerCIK 2079661
WILKINS INVESTMENT COUNSEL INC13F managerCIK 1276853
Wilkins Miller Wealth Management, LLC13F managerCIK 2057318
Wilkinson Global Asset Management LLC13F managerCIK 1764000
William Allan Corp13F managerCIK 1910961
William B. Walkup & Associates, Inc.13F managerCIK 2034054
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC13F managerCIK 1644956
William Howard & Co Financial Advisors Inc13F managerCIK 2023493
William Mack & Associates, Inc.13F managerCIK 2096700
William Marsh Rice University13F managerCIK 1674705
Williams & Novak, LLC13F managerCIK 1998419
Williams Financial, LLC13F managerCIK 1846923
Williams Jones Wealth Management, LLC.13F managerCIK 1788587
Williamson Legacy Group, LLC13F managerCIK 2011965
Willis Investment Counsel13F managerCIK 1310929
Willis Johnson & Associates, Inc.13F managerCIK 1853239
WILLNER & HELLER, LLC13F managerCIK 1927796
Willow Financial LLC13F managerCIK 2077046
Wills Financial Group LLC13F managerCIK 2059579
Wilmar Advisors LLC13F managerCIK 2052481
Wilmington Savings Fund Society, FSB13F managerCIK 900974
WILSEY ASSET MANAGEMENT INC13F managerCIK 1598379
Wilshire Advisors LLC13F managerCIK 1616628
Wilson & Boucher Capital Management, LLC13F managerCIK 1903579
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD13F managerCIK 1914472
WIM INVESTMENT MANAGEMENT Ltd13F managerCIK 2042565
WIMMER ASSOCIATES 1, LLC13F managerCIK 1667019
WIN ADVISORS, INC13F managerCIK 1897144
WINCAP FINANCIAL LLC13F managerCIK 2064588
Winch Advisory Services, LLC13F managerCIK 1585822
Wind River Trust Co13F managerCIK 1657703
WINDACRE PARTNERSHIP LLC13F managerCIK 1599383
Windle Wealth, LLC13F managerCIK 1963452
Windmill Hill Asset Management Ltd13F managerCIK 1831132
Windsor Advisory Group, LLC13F managerCIK 1739953
Windsor Capital Management, LLC13F managerCIK 1543100
WINDWARD CAPITAL MANAGEMENT CO /CA13F managerCIK 1078635
Windward Management LP13F managerCIK 1880817
Windward Private Wealth Management Inc.13F managerCIK 1835866
WINEBRENNER CAPITAL MANAGEMENT LLC13F managerCIK 2047728
Wingate Wealth Advisors, Inc.13F managerCIK 2041800
WINMILL & CO. INC13F managerCIK 52234
WINNOW WEALTH LLC13F managerCIK 2079687
WINSLOW ASSET MANAGEMENT INC13F managerCIK 1286534
Winslow Capital Management, LLC13F managerCIK 900973
Winter & Associates, Inc.13F managerCIK 2109063
Winthrop Advisory Group LLC13F managerCIK 1739043
Winthrop Capital Management, LLC13F managerCIK 2010657
Winthrop Partners - WNY, LLC13F managerCIK 1734109
WINTON GROUP Ltd13F managerCIK 1612063
WIREGRASS INVESTMENT MANAGEMENT LLC13F managerCIK 2109460
WISCONSIN CAPITAL MANAGEMENT LLC13F managerCIK 926833
Wisconsin Wealth Advisors, LLC13F managerCIK 2073891
Wise Wealth Partners13F managerCIK 2056711
Wiser Advisor Group LLC13F managerCIK 2011550
Wiser Wealth Management, Inc13F managerCIK 1573263
Wishbone Management, LP13F managerCIK 1777734
WIT Partners Advisory Pte. Ltd.13F managerCIK 2000043
WIT, LLC13F managerCIK 1840025
WITTENBERG INVESTMENT MANAGEMENT, INC.13F managerCIK 1697790
WJ Financial Advisors LLC13F managerCIK 2095682
WJ Interests, LLC13F managerCIK 1727642
WJ Wealth Management, LLC13F managerCIK 1801674
WLTH Capital Management, LLC13F managerCIK 2112635
WMG Financial Advisors, LLC13F managerCIK 1906711
WMS Group LLC13F managerCIK 2113632
WNY Asset Management, LLC13F managerCIK 1803296
Wolf Hill Capital Management, LP13F managerCIK 1785988
Wolff Financial Management LLC13F managerCIK 1767940
WOLFF WIESE MAGANA LLC13F managerCIK 1832097
Wolfstich Capital, LLC13F managerCIK 2047009
Wolfswood Holdings, LLC13F managerCIK 1835700
WOLVERINE ASSET MANAGEMENT LLC13F managerCIK 1279891
← PrevPage 87 of 88Next →