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 8701–8800 (page 88 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| NORTHLAND ASSET MANAGEMENT → | RIA / FO | $405M | MINNEAPOLIS, MN | CRD 40258 |
| ORBIS INVESTMENT MANAGEMENT (U.S.), L.P. → | RIA / FO | $405M | SAN FRANCISCO, CA | CRD 158511 |
| GOODHAVEN CAPITAL MANAGEMENT → | RIA / FO | $405M | MILLBURN, NJ | CRD 156032 |
| EVERGREEN WEALTH PARTNERS LLC → | RIA / FO | $405M | KALISPELL, MT | CRD 335451 |
| ALTUS WEALTH MANAGEMENT, LLC → | RIA / FO | $405M | FT. MITCHELL, KY | CRD 153650 |
| COVARA CAPITAL, LLC → | RIA / FO | $405M | NEW YORK, NY | CRD 337515 |
| FOCUSGROWTH ASSET MANAGEMENT, LP → | RIA / FO | $405M | NEW YORK, NY | CRD 309245 |
| TRITON WEALTH MANAGEMENT, PLLC → | RIA / FO | $405M | SUN CITY, AZ | CRD 291070 |
| LOTUS → | RIA / FO | $405M | ORLANDO, FL | CRD 335468 |
| QP WEALTH MANAGEMENT, LLC → | RIA / FO | $405M | BOCA RATON, FL | CRD 301071 |
| SB ADVISORY, LLC → | RIA / FO | $405M | ATLANTA, GA | CRD 154680 |
| CORE WEALTH MANAGEMENT, INC. → | RIA / FO | $405M | JUPITER, FL | CRD 162870 |
| LONG ANGLE MANAGEMENT, LLC → | RIA / FO | $405M | DOVER, DE | CRD 330169 |
| KANEN WEALTH MANAGEMENT LLC → | RIA / FO | $405M | COCONUT CREEK, FL | CRD 282746 |
| CRE VENTURE CAPITAL, INC. → | RIA / FO | $405M | MAHWAH, NJ | CRD 317875 |
| EXCEL FINANCIAL, LLC → | RIA / FO | $404M | RED WING, MN | CRD 145301 |
| MB GEN WEALTH → | RIA / FO | $404M | SPOKANE, WA | CRD 327967 |
| S HARRIS FINANCIAL GROUP, LLC → | RIA / FO | $404M | SAN ANTONIO, TX | CRD 151899 |
| DUPREE FINANCIAL GROUP, LLC → | RIA / FO | $404M | LEXINGTON, KY | CRD 131091 |
| FEE-ONLY FINANCIAL PLANNING, L.C. → | RIA / FO | $404M | – | CRD 108365 |
| NAMCOA → | RIA / FO | $404M | MOORESVILLE, NC | CRD 133978 |
| AXIOM FINANCIAL STRATEGIES GROUP, LLC → | RIA / FO | $404M | NEW ALBANY, IN | CRD 306618 |
| HFM INVESTMENT ADVISORS, LLC → | RIA / FO | $404M | GLASSBORO, NJ | CRD 289103 |
| CLOUD INVESTMENTS, LLC → | RIA / FO | $404M | HUNTSVILLE, AL | CRD 281915 |
| CHARTER OAK ADVISORS LP → | RIA / FO | $404M | NEW YORK, NY | CRD 328387 |
| MAINSAIL FINANCIAL GROUP → | RIA / FO | $404M | BELLEVUE, WA | CRD 317970 |
| ALEXANDER RANDOLPH ADVISORY INC → | RIA / FO | $404M | MCLEAN, VA | CRD 106024 |
| A.G. CAMPBELL ADVISORY, LLC → | RIA / FO | $404M | BALTIMORE, MD | CRD 162150 |
| TILIA FIDUCIARY PARTNERS, INC. → | RIA / FO | $404M | WILMINGTON, NC | CRD 157852 |
| MAD RIVER INVESTORS → | RIA / FO | $404M | BOSTON, MA | CRD 130585 |
| HIDDEN COVE WEALTH MANAGEMENT → | RIA / FO | $404M | BAINBRIDGE ISLAND, WA | CRD 318677 |
| FORUM PRIVATE CLIENT GROUP → | RIA / FO | $403M | FISHERS, IN | CRD 143075 |
| SFM, LLC → | RIA / FO | $403M | MANCHESTER, NH | CRD 116564 |
| TFR CAPITAL → | RIA / FO | $403M | PLANO, TX | CRD 333108 |
| LEGACY INVESTMENT PARTNERS, LLC → | RIA / FO | $403M | OVERLAND PARK, KS | CRD 133014 |
| BORER DENTON & ASSOCIATES, INC. → | RIA / FO | $403M | BLUE BELL, PA | CRD 135729 |
| CARNEGIE LAKE ADVISORS LLC → | RIA / FO | $403M | PRINCETON, NJ | CRD 330024 |
| LCM CAPITAL MANAGEMENT INC → | RIA / FO | $403M | CHICAGO, IL | CRD 111074 |
| PALO DURO INVESTMENT PARTNERS, LP → | RIA / FO | $403M | CHICAGO, IL | CRD 324320 |
| CAPITAL TRUST ADVISORS → | RIA / FO | $403M | SAN RAFAEL, CA | CRD 134174 |
| RATIONAL INVESTMENT MANAGEMENT, LLC → | RIA / FO | $403M | – | CRD 163057 |
| ERBEN ASSOCIATES, LLC → | RIA / FO | $402M | AUSTIN, TX | CRD 148703 |
| HENRY JAMES INTERNATIONAL MANAGEMENT, INC. → | RIA / FO | $402M | NEW YORK, NY | CRD 169293 |
| STURGEON VENTURES LLP → | RIA / FO | $402M | LONDON | CRD 167026 |
| BCI SECURITIES, INC. → | RIA / FO | $402M | MIAMI, FL | CRD 168047 |
| PROATHLETE WEALTH MANAGEMENT LLC → | RIA / FO | $402M | BOCA RATON, FL | CRD 317372 |
| ANDERSON FINANCIAL STRATEGIES, LLC → | RIA / FO | $402M | DAYTON, OH | CRD 290343 |
| BALCH HILL CAPITAL → | RIA / FO | $402M | – | CRD 113209 |
| O'NEIL GLOBAL ADVISORS, INC. → | RIA / FO | $402M | LOS ANGELES, CA | CRD 308150 |
| RATAN CAPITAL MANAGEMENT, LP → | RIA / FO | $402M | MIAMI, FL | CRD 160440 |
| AS AVARON ASSET MANAGEMENT → | RIA / FO | $402M | TALLINN | CRD 282350 |
| GENERATION PARTNERS MANAGEMENT, LLC → | RIA / FO | $402M | – | CRD 160589 |
| PRACTICECFO INVESTMENTS → | RIA / FO | $402M | SAN DIEGO, CA | CRD 167771 |
| LEEWARD FINANCIAL PARTNERS, LLC → | RIA / FO | $401M | – | CRD 288779 |
| H. L. ORMOND & COMPANY, LLC → | RIA / FO | $401M | GREENVILLE, NC | CRD 313593 |
| TAR RIVER WEALTH PLANNING, LLC → | RIA / FO | $401M | LOUISBURG, NC | CRD 328530 |
| ESSENTIAL PARTNERS LLC → | RIA / FO | $401M | RANCHO SANTA FE,, CA | CRD 315959 |
| ROG IX, LLC → | RIA / FO | $401M | HOUSTON, TX | CRD 304142 |
| INSIGHT STRATEGIC WEALTH LLC → | RIA / FO | $401M | KNOXVILLE, TN | CRD 147290 |
| THE CAPITAL CHART ROOM, LTD → | RIA / FO | $401M | FORT WORTH, TX | CRD 117980 |
| VALUEQUEST ADVISERS, LLC → | RIA / FO | $401M | NEW YORK, NY | CRD 337781 |
| HELM CAPITAL MANAGEMENT → | RIA / FO | $401M | SEATTLE, WA | CRD 123174 |
| CORNERSTONE FINANCIAL PLANNING, LLC → | RIA / FO | $401M | PORTSMOUTH, NH | CRD 129656 |
| NOBLE WEALTH MANAGEMENT P.B.C. → | RIA / FO | $400M | GREENWOOD VILLAGE, CO | CRD 322607 |
| SOUNDCORE CAPITAL PARTNERS, LP → | RIA / FO | $400M | NEW YORK, NY | CRD 331288 |
| BURNS MATTESON CAPITAL MANAGEMENT, LLC → | RIA / FO | $400M | CORNING, NY | CRD 118315 |
| TICINO WEALTH → | RIA / FO | $400M | MISSION VIEJO, CA | CRD 335808 |
| KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC → | RIA / FO | $400M | DAYTONA BEACH, FL | CRD 139806 |
| GOLDEN SPARK INSIGHTS → | RIA / FO | $400M | FAIRFAX, VA | CRD 339382 |
| MCP ADVISERS, LLC → | RIA / FO | $400M | ATLANTA, GA | CRD 328391 |
| SJBENEN ADVISORY, LLC → | RIA / FO | $400M | – | CRD 283153 |
| SECURE FINANCIAL MANAGEMENT → | RIA / FO | $400M | SAN ANTONIO, TX | CRD 169278 |
| THREADGILL FINANCIAL, LLC → | RIA / FO | $399M | THE WOODLANDS, TX | CRD 174865 |
| PIONEER WEALTH MANAGEMENT GROUP → | RIA / FO | $399M | AUSTIN, TX | CRD 133429 |
| TRINITY WEALTH MANAGEMENT, LLC → | RIA / FO | $399M | BERWYN, PA | CRD 169216 |
| WATERFORD ADVISORS, LLC → | RIA / FO | $399M | ORCHARD PARK, NY | CRD 119442 |
| STONECREST ADVISORS, INC. → | RIA / FO | $399M | AUSTIN, TX | CRD 142095 |
| MIDWEST HERITAGE FINANCIAL ADVISORS → | RIA / FO | $399M | WEST DES MOINES, IA | CRD 306308 |
| REVITATE FUND ADVISOR LLC → | RIA / FO | $399M | NEWPORT BEACH, CA | CRD 326939 |
| LESTER FINANCIAL GROUP, LLC → | RIA / FO | $399M | CHAMPAIGN, IL | CRD 317036 |
| MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY → | RIA / FO | $398M | MECHANICSBURG, PA | CRD 123322 |
| TACTICAL INFRASTRUCTURE PARTNERS → | RIA / FO | $398M | NEW YORK, NY | CRD 318315 |
| LUMINVEST WEALTH MANAGEMENT LLC → | RIA / FO | $398M | SCOTTSDALE, AZ | CRD 326261 |
| DIADEMA PARTNERS LP → | RIA / FO | $398M | MORRISTOWN, NJ | CRD 331527 |
| PROMETHEUS CAPITAL MANAGEMENT CORP. → | RIA / FO | $398M | YARDLEY, PA | CRD 121982 |
| RALEIGH CAPITAL MANAGEMENT INC. → | RIA / FO | $398M | CARY, NC | CRD 149538 |
| OARS CAPITAL → | RIA / FO | $398M | DILLSBURG, PA | CRD 153198 |
| LONGSHORE CAPITAL PARTNERS → | RIA / FO | $398M | CHICAGO, IL | CRD 308030 |
| PERENNIAL ADVISORS GROUP, LLC → | RIA / FO | $397M | WESTFORD, MA | CRD 128600 |
| FINANCIAL COACH → | RIA / FO | $397M | WEST CHESTER, PA | CRD 170478 |
| BAYARD ASSET MANAGEMENT LLC → | RIA / FO | $397M | PRINCETON, NJ | CRD 177515 |
| IAMS WEALTH MANAGEMENT, LLC → | RIA / FO | $397M | OMAHA, NE | CRD 286085 |
| WEBB FINANCIAL GROUP → | RIA / FO | $397M | BLOOMINGTON, MN | CRD 106617 |
| SAGEBROADVIEW WEALTH MANAGEMENT, LLC → | RIA / FO | $397M | FARMINGTON, CT | CRD 126472 |
| LDR CAPITAL MANAGEMENT, LLC → | RIA / FO | $397M | NEW YORK, NY | CRD 162329 |
| ALPHA SOLUTIONS INVESTMENT ADVISORS → | RIA / FO | $397M | SOUTH SAN FRANCISCO, CA | CRD 156541 |
| BEACON FINANCIAL PLANNING, INC → | RIA / FO | $397M | HYANNIS, MA | CRD 175372 |
| CENTENNIAL WEALTH ADVISORY, LLC → | RIA / FO | $397M | TRAVERSE CITY, MI | CRD 138054 |
| SETTANNI FINANCIAL LLC → | RIA / FO | $397M | ARMONK, NY | CRD 298989 |
| GOODWIN INVESTMENT ADVISORY → | RIA / FO | $397M | WOODSTOCK, GA | CRD 131193 |