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 8901–9000 (page 90 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| NIXON CAPITAL LLC → | RIA / FO | $390M | AUSTIN, TX | CRD 148061 |
| JJP CAPITAL MANAGEMENT, INC. → | RIA / FO | $390M | COLUMBIA, MO | CRD 105374 |
| PACIFIC POINT ADVISORS, LLC → | RIA / FO | $390M | SAN DIEGO, CA | CRD 310731 |
| GREEN RIDGE WEALTH PLANNING LLC → | RIA / FO | $390M | MONTVILLE, NJ | CRD 304236 |
| SAVOIR FAIRE CAPITAL MANAGEMENT, LP → | RIA / FO | $390M | NORWALK, CT | CRD 306994 |
| IN ON CAPITAL → | RIA / FO | $389M | MIAMI, FL | CRD 290038 |
| SOLOMON API LLC → | RIA / FO | $389M | ROCKLEDGE, FL | CRD 159471 |
| AVISEN ADVISORS, LLC → | RIA / FO | $389M | SACRAMENTO, CA | CRD 113791 |
| LBJ FAMILY WEALTH ADVISORS, LTD. → | RIA / FO | $389M | AUSTIN, TX | CRD 129701 |
| REDWOOD FINANCIAL PLANNING, LLC → | RIA / FO | $389M | SCOTCH PLAINS, NJ | CRD 291250 |
| SENTINEL WEALTH MANAGEMENT, INC. → | RIA / FO | $389M | RESTON, VA | CRD 122235 |
| RCM WEALTH ADVISORS → | RIA / FO | $389M | CHICAGO, IL | CRD 153641 |
| MONORAIL SECURITIES LLC → | RIA / FO | $389M | SARASOTA, FL | CRD 285309 |
| REED FINANCIAL SERVICES, INC. → | RIA / FO | $389M | CLEVELAND, OH | CRD 112179 |
| COSTELLO ASSET MANAGEMENT, INC. → | RIA / FO | $389M | FEASTERVILLE, PA | CRD 123249 |
| SOCOTRA MANAGEMENT, INC. → | RIA / FO | $389M | SACRAMENTO, CA | CRD 328954 |
| PATHWAYS ADVISORY GROUP, INC. → | RIA / FO | $388M | FRESNO, CA | CRD 143817 |
| TRINITY INVESTMENT ADVISORS, LLC → | RIA / FO | $388M | WEST CHESTER, PA | CRD 141039 |
| WHEELHOUSE ADVISORY GROUP, LLC → | RIA / FO | $388M | ST. LOUIS, MO | CRD 312806 |
| BRIAN D. LOWDER, INC. → | RIA / FO | $388M | SAN DIEGO, CA | CRD 105972 |
| JOSEPH P. LUCIA & ASSOCIATES, LLC → | RIA / FO | $388M | YORKTOWN HEIGHTS, NY | CRD 147625 |
| RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC → | RIA / FO | $388M | STAMFORD, CT | CRD 283786 |
| COLLABORATIVE CAPITAL ADVISORS LLC → | RIA / FO | $388M | NEW YORK, NY | CRD 337588 |
| RESOLUTE WEALTH STRATEGIES, LLC → | RIA / FO | $388M | JACKSON, MS | CRD 318599 |
| ORSO PARTNERS, LP → | RIA / FO | $387M | SOUTH SAN FRANCISCO, CA | CRD 304196 |
| HASSELL WEALTH MANAGEMENT → | RIA / FO | $387M | HOUMA, LA | CRD 297892 |
| BRAESWOOD CARBON MANAGEMENT, LLC → | RIA / FO | $387M | SAN FRANCISCO, CA | CRD 311686 |
| SOUNDVIEW ADVISORS → | RIA / FO | $387M | OLYMPIA, WA | CRD 114437 |
| MACROVIEW INVESTMENT MANAGEMENT LLC → | RIA / FO | $387M | BETHESDA, MD | CRD 149621 |
| LEWIS ASSET MANAGEMENT → | RIA / FO | $387M | LAFAYETTE, CA | CRD 143409 |
| ARCHVEST WEALTH ADVISORS, INC. → | RIA / FO | $387M | CONCORD, CA | CRD 172087 |
| SOUTHWEST INVESTMENT ADVISORS, INC. → | RIA / FO | $387M | TUCSON, AZ | CRD 312685 |
| MISSIONPOINT PARTNERS LLC → | RIA / FO | $387M | – | CRD 171282 |
| NEW WAVE WEALTH ADVISORS → | RIA / FO | $387M | SPRINGDALE, AR | CRD 323414 |
| VERMILLION FINANCIAL ADVISORS, INC. → | RIA / FO | $387M | SOUTH BARRINGTON, IL | CRD 119239 |
| BALANCE WEALTH → | RIA / FO | $387M | WORTHINGTON, OH | CRD 329589 |
| CAMAC PARTNERS, LLC → | RIA / FO | $387M | – | CRD 173002 |
| 1836 ASSET MANAGEMENT, LLC → | RIA / FO | $387M | GARLAND, TX | CRD 313389 |
| CANTER WEALTH → | RIA / FO | $386M | LA JOLLA, CA | CRD 167828 |
| SKYLINE ADVISORS, INC. → | RIA / FO | $386M | BELLINGHAM, WA | CRD 188511 |
| OSTROFE FINANCIAL CONSULTANTS INC → | RIA / FO | $386M | GRASS VALLEY, CA | CRD 110064 |
| DS INVESTMENT ADVISORS → | RIA / FO | $386M | GRAND RAPIDS, MI | CRD 319351 |
| HD MONEY, INC. → | RIA / FO | $386M | SARASOTA, FL | CRD 167623 |
| EVEXIA WEALTH, LLC → | RIA / FO | $386M | STEVENS POINT, WI | CRD 323788 |
| CANNON CAPITAL MANAGEMENT, INC. → | RIA / FO | $386M | SALT LAKE CITY, UT | CRD 144247 |
| FISCAL WISDOM WEALTH MANAGEMENT LLC → | RIA / FO | $386M | CANTON, CT | CRD 168299 |
| TAPPALPHA → | RIA / FO | $386M | – | CRD 327980 |
| UPSTART WEALTH MANAGEMENT, LLC → | RIA / FO | $386M | – | CRD 173728 |
| ALTERNATIVE INVESTMENT ADVISORS, LLC → | RIA / FO | $386M | MAITLAND, FL | CRD 160108 |
| LOWERY THOMAS, LLC → | RIA / FO | $386M | – | CRD 110058 |
| BRIGHTLIGHT CAPITAL → | RIA / FO | $386M | WESTPORT, CT | CRD 171109 |
| WILLS FINANCIAL GROUP, LLC → | RIA / FO | $386M | RICHMOND, VA | CRD 334431 |
| ALDEN INVESTMENT GROUP → | RIA / FO | $386M | WAYNE, PA | CRD 317077 |
| RANCH CAPITAL ADVISORS INC. → | RIA / FO | $386M | SARASOTA, FL | CRD 300966 |
| ELEVATE WEALTH ADVISORY, INC. → | RIA / FO | $386M | ATHENS, GA | CRD 149713 |
| REALTA INVESTMENT ADVISORS, INC → | RIA / FO | $385M | WILMINGTON, DE | CRD 134952 |
| WEALTH MANAGEMENT RESOURCES, INC. → | RIA / FO | $385M | SMITHFIELD, RI | CRD 45452 |
| WITTENBERG INVESTMENT MANAGEMENT INC → | RIA / FO | $385M | – | CRD 105792 |
| CAIRN INVESTMENT GROUP → | RIA / FO | $385M | VANCOUVER, WA | CRD 143601 |
| PSI CAPITAL MANAGEMENT → | RIA / FO | $385M | LANCASTER, PA | CRD 117105 |
| PACIFIC ASSET MANAGEMENT, LLC → | RIA / FO | $385M | GIG HARBOR, WA | CRD 115157 |
| AGVICTUS CAPITAL MANAGEMENT LLC → | RIA / FO | $385M | ALPHARETTA, GA | CRD 307047 |
| LASALLE DEBT INVESTORS, INC. → | RIA / FO | $385M | LOS ANGELES, CA | CRD 158422 |
| PROMUS ADVISORS → | RIA / FO | $385M | DALLAS, TX | CRD 157484 |
| GLOBAL TRUST → | RIA / FO | $385M | PALM BEACH GARDENS, FL | CRD 143120 |
| RALLYDAY PARTNERS, LLC → | RIA / FO | $384M | DENVER, CO | CRD 307309 |
| WEATHERVANE ASSET MANAGEMENT LLC → | RIA / FO | $384M | FORT LAUDERDALE, FL | CRD 312424 |
| NOMURA CAPITAL MANAGEMENT LLC → | RIA / FO | $384M | NEW YORK, NY | CRD 324417 |
| CHALKSTREAM CAPITAL GROUP, L.P. → | RIA / FO | $384M | – | CRD 153734 |
| ATLANTIC INVESTMENT MANAGEMENT, INC → | RIA / FO | $384M | NEW YORK, NY | CRD 137698 |
| KETRON FINANCIAL LLC → | RIA / FO | $384M | NOVATO, CA | CRD 330807 |
| LONGVIEW FINANCIAL ADVISORS, LLC → | RIA / FO | $384M | – | CRD 291192 |
| ARCHITECT EQUITY → | RIA / FO | $384M | EL SEGUNDO, CA | CRD 328703 |
| PARAGON FINANCIAL SERVICES → | RIA / FO | $384M | RICHMOND, VA | CRD 164832 |
| SPARTAN PLANNING GROUP → | RIA / FO | $384M | GREENSBORO, NC | CRD 166599 |
| ARCADIA WEALTH MANAGEMENT → | RIA / FO | $384M | SMITHTOWN, NY | CRD 165504 |
| ATS WEALTH MANAGEMENT → | RIA / FO | $384M | SAN DIEGO, CA | CRD 137705 |
| VOLT INVESTMENT HOLDINGS LLC → | RIA / FO | $384M | BROOKLYN, NY | CRD 306923 |
| CASCADES CAPITAL ASSET MANAGEMENT, LLC → | RIA / FO | $383M | GREENSBORO, NC | CRD 167102 |
| VISTA INVESTMENT PARTNERS → | RIA / FO | $383M | RICHMOND, IN | CRD 327983 |
| KEATING INVESTMENT COUNSELORS INC → | RIA / FO | $383M | DELRAY BEACH, FL | CRD 110134 |
| CAPITAL MANAGEMENT LLC → | RIA / FO | $383M | GREENSBORO, NC | CRD 109416 |
| ONE + ONE WEALTH MANAGEMENT, LLC → | RIA / FO | $383M | JUPITER, FL | CRD 310906 |
| DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS, INC. → | RIA / FO | $383M | BUFFALO, MN | CRD 165145 |
| CANOPY 360 WEALTH, LLC → | RIA / FO | $383M | OCALA, FL | CRD 296771 |
| ACCENT CAPITAL MANAGEMENT, LLC → | RIA / FO | $383M | CENTERVILLE, OH | CRD 319275 |
| CLARAPHI ADVISORY NETWORK, LLC → | RIA / FO | $383M | ALISO VIEJO, CA | CRD 165868 |
| CLEARSHARES LLC → | RIA / FO | $382M | MARCO ISLAND, FL | CRD 157531 |
| FINANCIAL PLANNING HAWAII, INC. → | RIA / FO | $382M | HONOLULU, HI | CRD 153930 |
| PROCTOR FINANCIAL → | RIA / FO | $382M | SHERBORN, MA | CRD 122021 |
| RED TORTOISE → | RIA / FO | $382M | ATLANTA, GA | CRD 282509 |
| CARTER FINANCIAL GROUP, INC. → | RIA / FO | $382M | BARRINGTON, IL | CRD 301025 |
| DESTINY CAPITAL CORPORATION → | RIA / FO | $382M | DENVER, CO | CRD 111196 |
| EATON FINANCIAL GROUP → | RIA / FO | $382M | CORAL SPRINGS, FL | CRD 316323 |
| PICTET ASSET MANAGEMENT (USA) CORP → | RIA / FO | $382M | NEW YORK, NY | CRD 306378 |
| THE STRATEGIC FINANCIAL ALLIANCE → | RIA / FO | $382M | ATLANTA, GA | CRD 126514 |
| SONOMA BRANDS CAPITAL → | RIA / FO | $382M | SONOMA, CA | CRD 296285 |
| DEAN FINANCIAL SERVICES → | RIA / FO | $382M | BEAVERCREEK, OH | CRD 129679 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC → | RIA / FO | $382M | BRATENAHL, OH | CRD 174335 |
| SNYDER WEALTH GROUP → | RIA / FO | $382M | MEDFORD, NY | CRD 106425 |