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 9001–9100 (page 91 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| BLUE ROCK FINANCIAL GROUP → | RIA / FO | $382M | REHOBOTH BEACH, DE | CRD 298558 |
| WWM FINANCIAL → | RIA / FO | $382M | CARSLBAD, CA | CRD 157620 |
| PECAUT WEALTH MANAGEMENT → | RIA / FO | $382M | SIOUX CITY, IA | CRD 2997 |
| HARBOUR INVESTMENT MANAGEMENT L.L.C. → | RIA / FO | $382M | EDMONDS, WA | CRD 111166 |
| UNIQUE WEALTH STRATEGIES → | RIA / FO | $382M | BURR RIDGE, IL | CRD 323994 |
| SCULATI WEALTH MANAGEMENT, LLC → | RIA / FO | $381M | BLOOMFIELD HILLS, MI | CRD 158783 |
| LANDING POINT FINANCIAL GROUP → | RIA / FO | $381M | AVON, OH | CRD 312978 |
| RF&L WEALTH MANAGEMENT, LLC → | RIA / FO | $381M | ACTON, MA | CRD 140210 |
| RUBEY & RUST CAPITAL MANAGEMENT, LLC → | RIA / FO | $381M | – | CRD 282776 |
| IMS CAPITAL MANAGEMENT → | RIA / FO | $381M | CLACKAMAS, OR | CRD 105939 |
| MYRIAD ASSET MANAGEMENT ADVISORS LLC → | RIA / FO | $381M | WEST PALM BEACH, FL | CRD 335546 |
| RESOLUTE CAPITAL ASSET PARTNERS LLC → | RIA / FO | $381M | DENVER, CO | CRD 298866 |
| WEALTH BENEFIT ADVISORS, LLC → | RIA / FO | $381M | HOUSTON, TX | CRD 319324 |
| BUTTONWOOD CAPITAL MANAGEMENT (BCM) → | RIA / FO | $381M | SCOTTSDALE, AZ | CRD 174857 |
| PHILOSMITH CAPITAL CORPORATION → | RIA / FO | $380M | STAMFORD, CT | CRD 162082 |
| SCALA CAPITAL LLC → | RIA / FO | $380M | MIAMI, FL | CRD 156165 |
| GOEPPER BURKHARDT LLC → | RIA / FO | $380M | GREENVILLE, SC | CRD 127896 |
| SUNCAP MANAGEMENT → | RIA / FO | $380M | NEW ORLEANS, LA | CRD 304638 |
| FORTITER WEALTH MANAGEMENT, LLC → | RIA / FO | $380M | HOUSTON, TX | CRD 169577 |
| BURKHOLDER WEALTH MANAGEMENT → | RIA / FO | $380M | TULSA, OK | CRD 305300 |
| OPTIMA CAPITAL LLC → | RIA / FO | $380M | BEAVERTON, OR | CRD 310146 |
| EXCHANGE PLACE ADVISORS, LLC → | RIA / FO | $380M | SUDBURY, MA | CRD 125240 |
| IRONBRIDGE PRIVATE WEALTH, LLC → | RIA / FO | $380M | AUSTIN, TX | CRD 287714 |
| TRITON PACIFIC HEALTHCARE PARTNERS, LLC → | RIA / FO | $380M | SAN JUAN CAPISTRANO, CA | CRD 329737 |
| 626 FINANCIAL, LLC → | RIA / FO | $380M | PORTAGE, MI | CRD 306474 |
| DARDEN WEALTH GROUP → | RIA / FO | $380M | ANN ARBOR, MI | CRD 294926 |
| BRUCE & CO INC → | RIA / FO | $380M | CHICAGO, IL | CRD 104735 |
| RAINIER CAPITAL PARTNERS LP → | RIA / FO | $379M | SEATTLE, WA | CRD 315967 |
| CMG WEALTH MANAGEMENT → | RIA / FO | $379M | PLANO, TX | CRD 307513 |
| SIENA CAPITAL PARTNERS GP, LLC → | RIA / FO | $379M | EVANSTON, IL | CRD 162073 |
| KEYSTONE FINANCIAL SERVICES → | RIA / FO | $379M | LOVELAND, CO | CRD 310623 |
| ALL TERRAIN FINANCIAL ADVISORS → | RIA / FO | $379M | COON RAPIDS, MN | CRD 286683 |
| RUBENSTEIN PARTNERS → | RIA / FO | $379M | PHILADELPHIA, PA | CRD 156988 |
| OUTLANDER VC → | RIA / FO | $379M | – | CRD 325268 |
| CAMBER PARTNERS MANAGEMENT LLC → | RIA / FO | $379M | NEW YORK, NY | CRD 309328 |
| SUN MOUNTAIN CAPITAL ADVISORS, LLC → | RIA / FO | $379M | SANTA FE, NM | CRD 151477 |
| MKT AND ASSOCIATES LLC → | RIA / FO | $379M | TACOMA, WA | CRD 329889 |
| LEGACY CONSULTING GROUP → | RIA / FO | $379M | PLANO, TX | CRD 108541 |
| AGNELLO FINANCIAL GROUP, INC. → | RIA / FO | $379M | WEST PALM BEACH, FL | CRD 141522 |
| BOCA WEALTH ADVISORS → | RIA / FO | $379M | BOCA RATON, FL | CRD 108038 |
| PROSPECT PARTNERS ADVISORS LLC → | RIA / FO | $378M | CHICAGO, IL | CRD 317720 |
| HIDDEN LAKE ASSET MANAGEMENT LP → | RIA / FO | $378M | NEW YORK, NY | CRD 298209 |
| CENTURY EQUITY PARTNERS LLC → | RIA / FO | $378M | BOSTON, MA | CRD 281939 |
| PRITZKER ALTERNATIVE STRATEGIES → | RIA / FO | $378M | CHICAGO, IL | CRD 333671 |
| AUOUR INVESTMENTS LLC → | RIA / FO | $378M | WOBURN, MA | CRD 173392 |
| FREEDOM FINANCIAL PARTNERS LLC → | RIA / FO | $378M | OAKDALE, MN | CRD 327560 |
| MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED → | RIA / FO | $378M | TORONTO, ON | CRD 125142 |
| FINANCIAL ADVISORY PARTNERS, LLC → | RIA / FO | $378M | WINTER PARK, FL | CRD 310914 |
| ASHWORTH WEALTH, LLC → | RIA / FO | $378M | SOUTH JORDAN, UT | CRD 116950 |
| FAIRHAVEN FINANCIAL ADVISORY CORPORATION → | RIA / FO | $378M | EAST LANSING, MI | CRD 124266 |
| PINVEST → | RIA / FO | $377M | CORAL GABLES, FL | CRD 331586 |
| AXIS WEALTH PARTNERS, LLC → | RIA / FO | $377M | EAST PROVIDENCE, RI | CRD 167122 |
| FAMILY LEGACY, INC. → | RIA / FO | $377M | GREENVILLE, SC | CRD 110945 |
| ARROW INVESTMENT ADVISORS, LLC → | RIA / FO | $377M | LAUREL, MD | CRD 139652 |
| MARTIN WEALTH SOLUTIONS → | RIA / FO | $377M | CHRISTIANSBURG, VA | CRD 283428 |
| JPS FINANCIAL, LLC → | RIA / FO | $377M | WESTLAKE, OH | CRD 169208 |
| NORTHSTAR ADVISORY GROUP, LLC → | RIA / FO | $377M | NORTHFIELD, NJ | CRD 306850 |
| COMMONWEALTH RETIREMENT INVESTMENTS LLC → | RIA / FO | $377M | RICHMOND, VA | CRD 285998 |
| ADVISOR SHARE WEALTH MANAGEMENT, LLC → | RIA / FO | $377M | VANCOUVER, WA | CRD 307997 |
| VOLTERRA TECHNOLOGIES LP → | RIA / FO | $377M | NEW YORK, NY | CRD 306817 |
| OLDE WEALTH MANAGEMENT, LLC → | RIA / FO | $377M | – | CRD 308991 |
| STRATEGIC PLANNING, INC. → | RIA / FO | $377M | COLUMBUS, OH | CRD 139648 |
| INTELLIGENT CAPITALWORKS → | RIA / FO | $377M | SCOTTSDALE, AZ | CRD 135081 |
| KLEINFELDER CAPITAL, INC. → | RIA / FO | $377M | CINCINNATI, OH | CRD 289345 |
| PALM DRIVE CAPITAL LLC → | RIA / FO | $376M | NEW YORK, NY | CRD 284014 |
| RHODES INVESTMENT ADVISORS, INC. → | RIA / FO | $376M | FORT WORTH, TX | CRD 114245 |
| CHRISTY CAPITAL MANAGEMENT, INC. → | RIA / FO | $376M | MACON, GA | CRD 149313 |
| CONCORDE INVESTMENT MANAGEMENT → | RIA / FO | $376M | DALLAS, TX | CRD 105237 |
| STONECREST WEALTH MANAGEMENT, INC → | RIA / FO | $376M | CHANDLER, AZ | CRD 311404 |
| FINDELL CAPITAL MANAGEMENT LLC → | RIA / FO | $376M | NEW YORK, NY | CRD 307394 |
| PROSPERITY ADVISERS, LLC → | RIA / FO | $376M | HORSHAM, PA | CRD 282998 |
| DOVER ADVISORS, LLC → | RIA / FO | $376M | – | CRD 320832 |
| MARIN BAY WEALTH ADVISORS, LLC → | RIA / FO | $376M | SAN ANSELMO, CA | CRD 289184 |
| MELKONIAN CAPITAL MANAGEMENT, LLC → | RIA / FO | $375M | NEW YORK, NY | CRD 162543 |
| ABBEY STREET → | RIA / FO | $375M | EDEN PRAIRIE, MN | CRD 305107 |
| RETIREMENT PLANNING GROUP, LLC → | RIA / FO | $375M | MALTA, NY | CRD 310647 |
| JAGUAR GROWTH ASSET MANAGEMENT, LLC → | RIA / FO | $375M | MIAMI, FL | CRD 169571 |
| HILTON HEAD FINANCIAL ADVISORS, INC. → | RIA / FO | $375M | HILTON HEAD, SC | CRD 140249 |
| CULTIVAR CAPITAL, INC. → | RIA / FO | $375M | DENTON, TX | CRD 160145 |
| BEAR MOUNTAIN CAPITAL INC. → | RIA / FO | $375M | SEATTLE, WA | CRD 151151 |
| VIKING PARTNERS ADVISORS → | RIA / FO | $375M | CINCINNATI, OH | CRD 321989 |
| ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC → | RIA / FO | $375M | JACKSONVILLE, FL | CRD 169538 |
| CIBEST CAPITAL ADVISORY SERVICES LLC → | RIA / FO | $375M | MIAMI, FL | CRD 317663 |
| AVENTURA PRIVATE WEALTH, LLC → | RIA / FO | $375M | AVENTURA, FL | CRD 332630 |
| STRATEGENT FINANCIAL, LLC → | RIA / FO | $375M | HARRISONBURG, VA | CRD 148173 |
| HALE CAPITAL MANAGEMENT, LP → | RIA / FO | $375M | NEW YORK, NY | CRD 157220 |
| CARL MARKS MANAGEMENT COMPANY, LLC → | RIA / FO | $374M | NEW YORK, NY | CRD 107695 |
| BOUVEL INVESTMENT PARTNERS, LLC → | RIA / FO | $374M | PHOENIXVILLE, PA | CRD 108436 |
| KM CAPITAL MANAGEMENT, LTD. → | RIA / FO | $374M | AUSTIN, TX | CRD 132887 |
| THE PITTI GROUP WEALTH MANAGEMENT, LLC → | RIA / FO | $374M | VICTOR, NY | CRD 314685 |
| COMPREHENSIVE WEALTH SOLUTIONS, LLC → | RIA / FO | $374M | BOCA RATON, FL | CRD 131324 |
| WESTWARD PARTNERS LLC → | RIA / FO | $374M | SEATTLE, WA | CRD 300994 |
| AURORA PRIVATE WEALTH, INC. → | RIA / FO | $374M | TOTOWA, NJ | CRD 281604 |
| OAKUM BAY CAPITAL, LLC → | RIA / FO | $374M | – | CRD 166025 |
| DEMARS FINANCIAL GROUP LLC → | RIA / FO | $374M | SPOKANE VALLEY, WA | CRD 116257 |
| B.A. ROBERTS FINANCIAL SERVICES, INC. → | RIA / FO | $374M | MARQUETTE, MI | CRD 289856 |
| DORVAL & CHORNE FINANCIAL ADVISORS → | RIA / FO | $374M | MAPLE GROVE, MN | CRD 309512 |
| TONY WALKER FINANCIAL → | RIA / FO | $374M | BOWLING GREEN, KY | CRD 145457 |
| OAK WEALTH ADVISORS LLC → | RIA / FO | $374M | NORTHBROOK, IL | CRD 148832 |
| TORREN MANAGEMENT, LLC → | RIA / FO | $373M | SAN DIEGO, CA | CRD 329263 |