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.
23,520 matches · showing 8801–8900 (page 89 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| HOWARD WEALTH MANAGEMENT, LLC → | RIA / FO | $397M | – | CRD 299052 |
| ANABRANCH CAPITAL MANAGEMENT, LP → | RIA / FO | $397M | STAMFORD, CT | CRD 309151 |
| MIRAMONTES CAPITAL, LLC → | RIA / FO | $397M | NEWPORT BEACH, CA | CRD 264786 |
| NEW INSIGHT WEALTH ADVISORS → | RIA / FO | $397M | SAN RAMON, CA | CRD 318083 |
| SARA-BAY FINANCIAL CORP. → | RIA / FO | $397M | SARASOTA, FL | CRD 133443 |
| VISIONARY HORIZONS, LLC → | RIA / FO | $397M | KNOXVILLE, TN | CRD 150483 |
| WAGNER LOFTIN INVESTMENT SERVICES LLC → | RIA / FO | $396M | PLEASANT HILL, CA | CRD 109770 |
| MATTERHORN CAPITAL ADVISORS, LLC → | RIA / FO | $396M | WEST CONSHOHOCKEN, PA | CRD 309960 |
| FORTUNE WEALTH MANAGEMENT, LLC → | RIA / FO | $396M | DALLAS, TX | CRD 157832 |
| FAMILY WEALTH ADVISORY GROUP, LLC → | RIA / FO | $396M | CINCINNATI, OH | CRD 130595 |
| KIRTLAND FINANCIAL MANAGEMENT, INC. → | RIA / FO | $396M | CORAL GABLES, FL | CRD 131138 |
| THE VISUALIZE GROUP LP → | RIA / FO | $396M | NEW YORK, NY | CRD 327531 |
| WEST RIDGE ADVISORS → | RIA / FO | $396M | HENDERSON, NV | CRD 282718 |
| DIASTOLE WEALTH MANAGEMENT → | RIA / FO | $396M | GUILFORD, CT | CRD 111604 |
| LESJAK PLANNING, LLC → | RIA / FO | $396M | WESTLAKE, OH | CRD 110090 |
| POINCIANA ADVISORS GROUP, LLC → | RIA / FO | $396M | PALM BEACH GARDENS, FL | CRD 137423 |
| DERBY COPELAND CAPITAL → | RIA / FO | $396M | NEW YORK, NY | CRD 321102 |
| GUNDERSON CAPITAL MANAGEMENT → | RIA / FO | $396M | MOUNT PLEASANT, SC | CRD 140795 |
| GALAPAGOS ADVISORY LLC → | RIA / FO | $396M | MIAMI, FL | CRD 322042 |
| ECIO, INC. → | RIA / FO | $396M | MADISON, WI | CRD 301432 |
| BLACK DRAGON CAPITAL INVESTMENT MANAGEMENT, INC → | RIA / FO | $396M | – | CRD 312404 |
| MOR WEALTH MANAGEMENT, LLC → | RIA / FO | $396M | PHILADELPHIA, PA | CRD 333022 |
| MANN FINANCIAL GROUP → | RIA / FO | $396M | DETROIT LAKES, MN | CRD 297878 |
| PORTFOLIO WEALTH ADVISORS → | RIA / FO | $395M | ALBUQUERQUE, NM | CRD 145687 |
| INDIA CAPITAL MANAGEMENT LIMITED → | RIA / FO | $395M | TRIANON | CRD 162996 |
| TAIYO PACIFIC PARTNERS L.P. → | RIA / FO | $395M | KIRKLAND, WA | CRD 160930 |
| KA CREDIT ADVISORS II, LLC → | RIA / FO | $395M | HOUSTON, TX | CRD 311657 |
| KIKER WEALTH MANAGEMENT, LLC → | RIA / FO | $395M | JASPER, GA | CRD 154405 |
| SANDLER CAPITAL MANAGEMENT → | RIA / FO | $395M | NEW YORK, NY | CRD 109856 |
| QUARRY HILL ADVISORS → | RIA / FO | $395M | SAINT PAUL, MN | CRD 288334 |
| REFRAME WEALTH, LLC → | RIA / FO | $395M | FAIRFAX, VA | CRD 313386 |
| CLARION WEALTH MANAGEMENT PARTNERS → | RIA / FO | $395M | FAIRFAX, VA | CRD 334243 |
| GENERATIONAL WEALTH, INC. → | RIA / FO | $395M | ZEELAND, MI | CRD 281330 |
| ABICH FINANCIAL WEALTH MANAGEMENT, LLC → | RIA / FO | $395M | ASHBURN, VA | CRD 310633 |
| FAMILYWEALTH → | RIA / FO | $395M | LAKE MARY, FL | CRD 289193 |
| HUNTER LEWIS LLC → | RIA / FO | $395M | CROZET, VA | CRD 304985 |
| CARGILE INVESTMENT MANAGEMENT → | RIA / FO | $395M | MIDLAND, TX | CRD 116982 |
| VALUE PARTNERS LIMITED → | RIA / FO | $395M | HONG KONG | CRD 143177 |
| ATTINGER, LLC → | RIA / FO | $395M | PHILADELPHIA, PA | CRD 311772 |
| AEGON REAL ASSETS US → | RIA / FO | $394M | CEDAR RAPIDS, IA | CRD 286438 |
| THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC. → | RIA / FO | $394M | WARWICK, RI | CRD 108705 |
| VAWTER FINANCIAL LTD → | RIA / FO | $394M | COLUMBUS, OH | CRD 108830 |
| INTEGRITY INVESTMENT ADVISORS → | RIA / FO | $394M | – | CRD 154131 |
| MN WEALTH ADVISORS, LLC → | RIA / FO | $394M | OVERLAND PARK, KS | CRD 322617 |
| SIGNET INVESTMENT ADVISORY GROUP, INC. → | RIA / FO | $394M | PROVIDENCE, RI | CRD 123910 |
| ELIZABETH PARK CAPITAL MANAGEMENT, LTD → | RIA / FO | $394M | PEPPER PIKE, OH | CRD 158416 |
| KNUFF & COMPANY LLC → | RIA / FO | $394M | FOSTER CITY, CA | CRD 298203 |
| AJ ADVISORS → | RIA / FO | $394M | NASHVILLE, TN | CRD 321606 |
| ARSENAL VENTURE PARTNERS → | RIA / FO | $394M | WINTER PARK, FL | CRD 160426 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. → | RIA / FO | $394M | VIRGINIA BEACH, VA | CRD 311248 |
| BELLEVUE ASSET MANAGEMENT, LLC → | RIA / FO | $394M | BELLEVUE, WA | CRD 129194 |
| "TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT" → | RIA / FO | $393M | RANCHO SANTA FE, CA | CRD 160657 |
| SL ADVISORS, LLC → | RIA / FO | $393M | – | CRD 151495 |
| CORE WEALTH PARTNERS LLC → | RIA / FO | $393M | SANTA ROSA, CA | CRD 322365 |
| PRIVATE FAMILY WEALTH ADVISORS → | RIA / FO | $393M | ATLANTA, GA | CRD 325119 |
| CAUSEY WEALTH LLC → | RIA / FO | $393M | GREENWOOD VILLAGE, CO | CRD 331134 |
| KEY CAPITAL MANAGEMENT, INC. → | RIA / FO | $393M | HENDERSONVILLE, TN | CRD 173773 |
| BENTLEY FINANCIAL GROUP → | RIA / FO | $393M | DOWNERS GROVE, IL | CRD 172474 |
| DUNNAVAN & CO. → | RIA / FO | $393M | MINNEAPOLIS, MN | CRD 109058 |
| ATLATL ADVISERS → | RIA / FO | $393M | MADISON, WI | CRD 284036 |
| PANORAMIC CAPITAL PARTNERS LLC → | RIA / FO | $393M | LAKE OSWEGO, OR | CRD 331349 |
| APEX INVESTMENTS MANAGEMENT US, LLC → | RIA / FO | $392M | COCONUT GROVE, FL | CRD 322874 |
| APEX INVESTMENTS MANAGEMENT, S.A. → | RIA / FO | $392M | GUATEMALA CITY | CRD 323044 |
| FAMILY WEALTH PARTNERS, LLC → | RIA / FO | $392M | MATTHEWS, NC | CRD 317764 |
| SCHORN WEALTH → | RIA / FO | $392M | ENGLEWOOD, FL | CRD 304104 |
| DARROW WEALTH MANAGEMENT → | RIA / FO | $392M | NEEDHAM, MA | CRD 105679 |
| EASTOVER CAPITAL MANAGEMENT → | RIA / FO | $392M | CHARLOTTE, NC | CRD 150821 |
| S&A FINANCIAL SERVICES, INC. → | RIA / FO | $392M | OVERLAND PARK, KS | CRD 110471 |
| CARMEL CAPITAL MANAGEMENT L.L.C. → | RIA / FO | $392M | CARMEL, CA | CRD 120675 |
| HIGHPEAK ENERGY MANAGEMENT, LLC → | RIA / FO | $392M | FORT WORTH, TX | CRD 293928 |
| PROMETHEAN INVESTMENTS → | RIA / FO | $392M | EDINBURGH | CRD 301383 |
| FIFTH PARTNERS MANAGEMENT, LLC → | RIA / FO | $392M | DALLAS, TX | CRD 326712 |
| SGL INVESTMENT ADVISORS, INC. → | RIA / FO | $392M | MISSOULA, MT | CRD 145167 |
| SIEBERT ADVISORNXT, LLC. → | RIA / FO | $392M | NEW YORK, NY | CRD 288572 |
| MOON CAPITAL MANAGEMENT, LLC → | RIA / FO | $392M | KNOXVILLE, TN | CRD 107612 |
| WEALTH QUARTERBACK LLC → | RIA / FO | $391M | TOMS RIVER, NJ | CRD 282967 |
| DRC INVESTMENT ADVISORS, LLC → | RIA / FO | $391M | SANTA MONICA, CA | CRD 332680 |
| OXINAS PARTNERS WEALTH MANAGEMENT → | RIA / FO | $391M | JEFFERSONVILLE, IN | CRD 297462 |
| EQUITA FINANCIAL NETWORK, INC. → | RIA / FO | $391M | FORT WASHINGTON, PA | CRD 277031 |
| POST OAK PRIVATE WEALTH ADVISORS → | RIA / FO | $391M | HOUSTON, TX | CRD 159293 |
| PASKIN & BERLER CAPITAL ADVISORS, LLC → | RIA / FO | $391M | – | CRD 160004 |
| 1776 WEALTH LLC → | RIA / FO | $391M | SANDY SPRINGS, GA | CRD 286321 |
| ASTRA ASSET MANAGEMENT UK LIMITED → | RIA / FO | $391M | LONDON | CRD 167413 |
| EVANS INVESTMENT ADVISORS, L.L.C. → | RIA / FO | $391M | BATON ROUGE, LA | CRD 147000 |
| HILLCREST WEALTH ADVISORS - NY, LLC → | RIA / FO | $391M | HOLMDEL, NJ | CRD 126818 |
| STONERIDGE PMG ADVISORS, LLC → | RIA / FO | $391M | RADNOR, PA | CRD 107662 |
| PLATT WEALTH MANAGEMENT → | RIA / FO | $391M | SAN DIEGO, CA | CRD 297487 |
| SHRIER WEALTH MANAGEMENT, LLC → | RIA / FO | $391M | LOS ANGELES, CA | CRD 332673 |
| HAROLD DAVIDSON & ASSOCIATES, INC → | RIA / FO | $391M | LOS ANGELES, CA | CRD 110994 |
| BARRAMUNDI ADVISORS LLC → | RIA / FO | $390M | BOCA RATON, FL | CRD 334454 |
| INTREPID FINANCIAL PLANNING GROUP, LLC → | RIA / FO | $390M | CARMEL, IN | CRD 112196 |
| CLEARLIGHT PARTNERS MANAGEMENT, LLC → | RIA / FO | $390M | NEWPORT BEACH, CA | CRD 157610 |
| 16TH AMENDMENT ADVISORS LLC → | RIA / FO | $390M | NEW YORK, NY | CRD 150575 |
| ASCEND INTERPLAY, LLC → | RIA / FO | $390M | NEW YORK, NY | CRD 317344 |
| PRUDENT MAN INVESTMENT MANAGEMENT → | RIA / FO | $390M | LOUSIVILLE, CO | CRD 104574 |
| BLUESTONE CAPITAL MANAGEMENT, LLC → | RIA / FO | $390M | WAYNE, PA | CRD 157841 |
| DAVIS INVESTMENT PARTNERS, LLC → | RIA / FO | $390M | CHARLOTTE, NC | CRD 318783 |
| HAHN CAPITAL MANAGEMENT, LLC → | RIA / FO | $390M | WALNUT CREEK, CA | CRD 108911 |
| LEGEND FINANCIAL ADVISORS INC → | RIA / FO | $390M | PITTSBURGH, PA | CRD 108207 |
| 6TH MAN VENTURES, LLC → | RIA / FO | $390M | – | CRD 318649 |