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 87018796 (page 88 of 88)

EntityTypeAUMLocationAnchor
Womack Financial LLC13F managerCIK 2107079
Wood Tarver Financial Group, LLC13F managerCIK 2059344
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV13F managerCIK 771118
Woodbridge CO LTD13F managerCIK 1397960
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC13F managerCIK 1165805
Woodline Partners LP13F managerCIK 1784547
WOODMONT INVESTMENT COUNSEL LLC13F managerCIK 1133653
Woodside Wealth Management LLC13F managerCIK 2064883
Woodson Capital Management, LP13F managerCIK 1697848
WOODSTOCK CORP13F managerCIK 1008877
WoodTrust Financial Corp13F managerCIK 1725247
WOODWARD DIVERSIFIED CAPITAL, LLC13F managerCIK 1846177
Working Capital Advisors (UK) Ltd.13F managerCIK 1807878
WORLD EQUITY GROUP, INC.13F managerCIK 878770
World Investment Advisors13F managerCIK 1652594
WORLDLY PARTNERS MANAGEMENT, LLC13F managerCIK 1904574
WORLDQUANT MILLENNIUM ADVISORS LLC13F managerCIK 1745981
WORMSER FRERES GESTION13F managerCIK 2051288
Worth Asset Management, LLC13F managerCIK 1927285
Worth Financial Advisory Group, LLC13F managerCIK 1964358
Worth Venture Partners, LLC13F managerCIK 1696778
Worthington Financial Partners, LLC13F managerCIK 2111427
WorthPointe, LLC13F managerCIK 1921448
WP Advisors, LLC13F managerCIK 1697796
WPG Advisers, LLC13F managerCIK 2067343
WPWealth LLP13F managerCIK 1950118
WRAPMANAGER INC13F managerCIK 1266014
Wrenne Financial Planning LLC13F managerCIK 2023054
WRIGHT INVESTORS SERVICE INC13F managerCIK 108572
Wright Wealth LLC13F managerCIK 2046147
WS MANAGEMENT LLLP13F managerCIK 877338
WT Asset Management Ltd13F managerCIK 1780365
WT Wealth Management13F managerCIK 1780507
WULFF, HANSEN & CO.13F managerCIK 108634
Wynn Capital, LLC13F managerCIK 2009900
WYNNEFIELD CAPITAL INC13F managerCIK 1251567
X-Square Capital, LLC13F managerCIK 1729300
Xcel Wealth Management, LLC13F managerCIK 1791002
Xena Financial Planning, LLC13F managerCIK 2101744
Xiamen Xinweidachuang Investment Partnership (Limited Partnership)13F managerCIK 1910318
XML Financial, LLC13F managerCIK 1800465
XN LP13F managerCIK 1756558
XPONANCE LLC13F managerCIK 1637541
XTX Topco Ltd13F managerCIK 1828301
XXEC, Inc.13F managerCIK 1828822
XXI WEALTH, LLC13F managerCIK 2047463
XY Capital Ltd13F managerCIK 1933132
XY Planning Network, Inc.13F managerCIK 1873438
Y-Intercept (Hong Kong) Ltd13F managerCIK 1772875
Y.D. More Investments Ltd13F managerCIK 1870364
YACKTMAN ASSET MANAGEMENT LP13F managerCIK 905567
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.13F managerCIK 1894044
Yakira Capital Management, Inc.13F managerCIK 1584639
YANKCOM Partnership13F managerCIK 2036975
Yanni & Associates Investment Advisors, LLC13F managerCIK 2109644
Yarbrough Capital, LLC13F managerCIK 1767686
Yardley Wealth Management LLC13F managerCIK 2044323
YARGER WEALTH STRATEGIES, LLC13F managerCIK 1908607
Yaupon Capital Management LP13F managerCIK 1755028
YCG, LLC13F managerCIK 1584801
Yelin Lapidot Holdings Management Ltd.13F managerCIK 1590495
YHB Investment Advisors, Inc.13F managerCIK 1469219
Yiheng Capital Management, L.P.13F managerCIK 1447228
Yoder Wealth Management, Inc.13F managerCIK 1973967
Yoffe Investment Management, LLC13F managerCIK 2056336
Yong Rong (HK) Asset Management Ltd13F managerCIK 1738071
York GP, Ltd.13F managerCIK 1289994
Yorktown Energy Partners IX, L.P.13F managerCIK 1503466
Yorktown Energy Partners X, L.P.13F managerCIK 1577919
Yorktown Energy Partners XI, L.P.13F managerCIK 1667954
Yorktown Management & Research Co Inc13F managerCIK 1313559
Yorkville Advisors Global, LP13F managerCIK 1838613
Your Advocates Ltd., LLP13F managerCIK 1774437
YOUSIF CAPITAL MANAGEMENT, LLC13F managerCIK 1858789
Yu Fan13F managerCIK 1668029
Yukon Wealth Management, Inc.13F managerCIK 2065849
Yunqi Capital Ltd13F managerCIK 1912273
Z3 Capital Partners, LLC13F managerCIK 2127787
ZACKS INVESTMENT MANAGEMENT13F managerCIK 1086483
ZAZOVE ASSOCIATES LLC13F managerCIK 1009012
ZEGA Investments, LLC13F managerCIK 2045703
Zeit Capital LLC13F managerCIK 1808163
Zeno Equity Partners LLP13F managerCIK 2013334
ZEVENBERGEN CAPITAL INVESTMENTS LLC13F managerCIK 1276918
ZEVIN ASSET MANAGEMENT LLC13F managerCIK 1394096
Zhang Financial LLC13F managerCIK 1776290
Zimmer Partners, LP13F managerCIK 1565854
Zinnia Wealth Advisory, LLC13F managerCIK 2073676
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/13F managerCIK 109380
Zuckerman Investment Group, LLC13F managerCIK 1423296
Zullo Investment Group, Inc.13F managerCIK 1909760
Zurcher Kantonalbank (Zurich Cantonalbank)13F managerCIK 1368163
Zurich Insurance Group Ltd/FI13F managerCIK 1127799
Zweig-DiMenna Associates LLC13F managerCIK 1533950
ZWJ INVESTMENT COUNSEL INC13F managerCIK 842782
ZynergyRetirementPlanningLLC13F managerCIK 2031137
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