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 9101–9200 (page 92 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| MOREY & QUINN WEALTH PARTNERS → | RIA / FO | $373M | OMAHA, NE | CRD 332074 |
| ODYSSEAN, LLC → | RIA / FO | $373M | – | CRD 338473 |
| UNIWEALTH ADVISORS, INC. → | RIA / FO | $373M | – | CRD 138009 |
| KUNATH KARREN RINNE & ATKIN LLC → | RIA / FO | $373M | SEATTLE, WA | CRD 104531 |
| HUNTING HILL GLOBAL CAPITAL, LLC → | RIA / FO | $373M | NEW YORK, NY | CRD 167481 |
| THE KARRAS COMPANY, INC. → | RIA / FO | $373M | ROY, UT | CRD 109578 |
| CANNELL CAPITAL LLC → | RIA / FO | $373M | ALTA, WY | CRD 158371 |
| RICHARD W. PAUL & ASSOCIATES, LLC → | RIA / FO | $373M | NOVI, MI | CRD 156812 |
| BRIDGEPORT PARTNERS → | RIA / FO | $373M | NEW YORK, NY | CRD 322871 |
| HIBERNIA WEALTH PARTNERS, LLC → | RIA / FO | $373M | BATON ROUGE, LA | CRD 319509 |
| MARGNA PEAK ADVISORS AG → | RIA / FO | $372M | ZURICH | CRD 128649 |
| ARBOR CAPITAL MANAGEMENT INC → | RIA / FO | $372M | ANCHORAGE, AK | CRD 111362 |
| BESTIGE HOLDINGS, LLC → | RIA / FO | $372M | – | CRD 305343 |
| UNITED BROKERAGE SERVICES INC → | RIA / FO | $372M | PARKERSBURG, WV | CRD 39062 |
| LAKESIDE DRIVE MANAGEMENT LLC → | RIA / FO | $372M | BIRMINGHAM, MI | CRD 306808 |
| CALLAHAN WEALTH ADVISORY → | RIA / FO | $372M | – | CRD 316124 |
| RPO LLC → | RIA / FO | $372M | STAMFORD, CT | CRD 318296 |
| LIVELIFE CAPITAL PARTNERS LLC → | RIA / FO | $372M | SOUTHBOROUGH, MA | CRD 290008 |
| TVV CAPITAL → | RIA / FO | $372M | NASHVILLE, TN | CRD 163780 |
| PACIFIC WEALTH MANAGEMENT → | RIA / FO | $372M | SAN DIEGO, CA | CRD 113217 |
| PINNACLE FAMILY ADVISORS, LLC → | RIA / FO | $372M | SPRINGFIELD, MO | CRD 145628 |
| PRIMARK ADVISORS, LLC → | RIA / FO | $372M | DENVER, CO | CRD 309653 |
| OLISTICO WEALTH, LLC → | RIA / FO | $372M | TULSA, OK | CRD 315028 |
| GUGGENHEIM WEALTH SOLUTIONS, LLC → | RIA / FO | $371M | SANTA MONICA, CA | CRD 283238 |
| WARTHER PRIVATE WEALTH → | RIA / FO | $371M | AKRON, OH | CRD 125145 |
| INVICTA FINANCIAL GROUP → | RIA / FO | $371M | YUMA, AZ | CRD 288008 |
| CRAIG DUVARNEY, CFP → | RIA / FO | $371M | – | CRD 126911 |
| ORION CAPITAL MANAGEMENT LLC → | RIA / FO | $371M | CORONADO, CA | CRD 119428 |
| MACRO ADVISORS, INC. → | RIA / FO | $371M | YORK, PA | CRD 118832 |
| HELM INVESTMENT MANAGEMENT, LLC → | RIA / FO | $371M | DENVER, CO | CRD 141773 |
| FACT CAPITAL, L.P. → | RIA / FO | $371M | NEW YORK, NY | CRD 307860 |
| ARCHER INVESTMENT MANAGEMENT → | RIA / FO | $371M | – | CRD 146852 |
| JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P. → | RIA / FO | $371M | HOUSTON, TX | CRD 312630 |
| ATALA FINANCIAL INC → | RIA / FO | $371M | CALABASAS, CA | CRD 318371 |
| LANGLEY WEALTH MANAGEMENT, LLC → | RIA / FO | $371M | CORINTH, MS | CRD 312823 |
| RETIREMENT PLANNING SPECIALISTS, INC. → | RIA / FO | $371M | ASHLAND, OR | CRD 139358 |
| DONOGHUE FORLINES LLC → | RIA / FO | $371M | BOSTON, MA | CRD 285403 |
| CORDANT WEALTH PARTNERS → | RIA / FO | $371M | PORTLAND, OR | CRD 152395 |
| MASONRY CAPITAL MANAGEMENT, LLC → | RIA / FO | $370M | CHARLOTTESVILLE, VA | CRD 292664 |
| REBEL FINANCIAL, LLC → | RIA / FO | $370M | GROVEPORT, OH | CRD 168263 |
| CATALYST PRIVATE WEALTH, LLC → | RIA / FO | $370M | SAN MATEO, CA | CRD 305565 |
| BLACKRIDGE ASSET MANAGEMENT, LLC → | RIA / FO | $370M | JUPITER, FL | CRD 277085 |
| WEALTHSPRING → | RIA / FO | $370M | LONG BEACH, CA | CRD 322756 |
| LRZ CAPITAL LLC → | RIA / FO | $370M | MIAMI, FL | CRD 333746 |
| WARWICK GROUP II, INC. → | RIA / FO | $370M | – | CRD 161549 |
| COSNER FINANCIAL GROUP, LLC → | RIA / FO | $370M | WINDSOR, CO | CRD 147942 |
| WILLOW GROVE ADVISORS, LLC → | RIA / FO | $370M | BERKELEY, CA | CRD 151993 |
| GLASSY MOUNTAIN ADVISORS, INC. → | RIA / FO | $370M | BETHESDA, MD | CRD 314937 |
| INTERWISE → | RIA / FO | $370M | HOLLADAY, UT | CRD 316746 |
| MENLO ADVISORS LLC → | RIA / FO | $370M | MENLO PARK, CA | CRD 122721 |
| CAMDEN PARTNERS HOLDINGS, LLC → | RIA / FO | $370M | OWINGS MILLS, MD | CRD 117011 |
| M.Z. KARK & ASSOCIATES, INC → | RIA / FO | $370M | DENVER, CO | CRD 106627 |
| ONE ADVISORY PARTNERS, LLC → | RIA / FO | $370M | OVERLAND PARK, KS | CRD 161614 |
| BIG INVESTMENT SERVICES → | RIA / FO | $369M | DOVER, DE | CRD 291437 |
| STONEBRIDGE WEALTH SYSTEMS LLC → | RIA / FO | $369M | KEARNEY, NE | CRD 327894 |
| BARON FINANCIAL GROUP LLC → | RIA / FO | $369M | FAIR LAWN, NJ | CRD 144234 |
| YOSEMITE CAPITAL MANAGEMENT → | RIA / FO | $369M | NEWPORT BEACH, CA | CRD 124298 |
| ARAGON GLOBAL MANAGEMENT, LP → | RIA / FO | $369M | MIAMI, FL | CRD 156043 |
| INTEGRITY WEALTH SOLUTIONS LLC → | RIA / FO | $369M | DENVER, CO | CRD 284862 |
| TAGSTONE CAPITAL, INC. → | RIA / FO | $369M | CHARLOTTE, NC | CRD 158864 |
| CROMWELL FUNDS → | RIA / FO | $369M | BALTIMORE, MD | CRD 314411 |
| SAGE CAPITAL MANAGEMENT LLC → | RIA / FO | $369M | – | CRD 108547 |
| RUGGAARD & ASSOCIATES → | RIA / FO | $369M | HUDSON, OH | CRD 107489 |
| GADDIS PREMIER WEALTH ADVISORS LLC → | RIA / FO | $369M | DURANT, OK | CRD 317837 |
| AFT, FORSYTH & SOBER, LLC → | RIA / FO | $368M | VALRICO, FL | CRD 162858 |
| PERSIMMON CAPITAL MANAGEMENT → | RIA / FO | $368M | BLUE BELL, PA | CRD 334563 |
| PEREGRINE INVESTMENT ADVISORS, LLC → | RIA / FO | $368M | MADISON, MS | CRD 153081 |
| HIGHLAND INVESTMENT ADVISORS LLC → | RIA / FO | $368M | PONTE VEDRA, FL | CRD 141694 |
| OVERRIDGE WEALTH ADVISORS → | RIA / FO | $368M | FORT WORTH, TX | CRD 115009 |
| BLOSSOM WEALTH MANAGEMENT, LLC → | RIA / FO | $368M | – | CRD 150402 |
| ENHANCING CAPITAL LLC → | RIA / FO | $368M | HARRISBURG, PA | CRD 290018 |
| SAXONY CAPITAL MANAGEMENT, LLC → | RIA / FO | $368M | SAINT LOUIS, MO | CRD 122692 |
| REDBUD ADVISORS → | RIA / FO | $368M | AUSTIN, TX | CRD 300477 |
| HUGHES & COMPANY → | RIA / FO | $367M | CHICAGO, IL | CRD 311212 |
| CARTER-HASTON INVESTMENT PARTNERS II GP, LLC → | RIA / FO | $367M | NASHVILLE, TN | CRD 165442 |
| EYRE STREET CAPITAL → | RIA / FO | $367M | NEW YORK, NY | CRD 333970 |
| PKS INVESTMENT ADVISORS LLC → | RIA / FO | $367M | SALISBURY, MD | CRD 110147 |
| SWITCHPOINT FINANCIAL PLANNING LLC → | RIA / FO | $367M | LEHI, UT | CRD 282856 |
| TULL FINANCIAL GROUP, INC. → | RIA / FO | $367M | CHESAPEAKE, VA | CRD 112235 |
| INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. → | RIA / FO | $367M | SOMERS, NY | CRD 324586 |
| UNITY PARTNERS → | RIA / FO | $367M | DALLAS, TX | CRD 322847 |
| STRATEGY FINANCIAL GROUP → | RIA / FO | $367M | PHOENIX, AZ | CRD 164531 |
| ODER INVESTMENT MANAGEMENT, LLC → | RIA / FO | $367M | WOODLAND HILLS, CA | CRD 134506 |
| T. ANTON INVESTMENT HOUSE, INC. → | RIA / FO | $367M | MADISON, WI | CRD 174970 |
| SARAZA MANAGEMENT LP → | RIA / FO | $366M | NEW YORK, NY | CRD 317572 |
| FIO ADVISORS LP → | RIA / FO | $366M | NEW YORK, NY | CRD 300903 |
| JACOBS ASSET MANAGEMENT, LLC → | RIA / FO | $366M | NEW YORK, NY | CRD 156563 |
| SHIRA RIDGE WEALTH MANAGEMENT → | RIA / FO | $366M | SAN RAFAEL, CA | CRD 117627 |
| M. E. ALLISON & CO., INC. → | RIA / FO | $366M | SAN ANTONIO, TX | CRD 1047 |
| HAVERFORD FINANCIAL SERVICES, INC. → | RIA / FO | $366M | RADNOR, PA | CRD 130007 |
| SHARPER & GRANITE LLC → | RIA / FO | $366M | EL SEGUNDO, CA | CRD 136719 |
| OLD HICKORY PARTNERS MANAGEMENT, LP → | RIA / FO | $366M | AUSTIN, TX | CRD 316961 |
| FINANCIAL LIFE ADVISORS → | RIA / FO | $366M | SAN ANTONIO, TX | CRD 128502 |
| CAMDEN WEALTH ADVISORS LLC → | RIA / FO | $366M | HOUSTON, TX | CRD 148518 |
| HOMAGE WEALTH GROUP LLC → | RIA / FO | $366M | HOUSTON, TX | CRD 340589 |
| SAGE ADVISORS, LLC → | RIA / FO | $366M | NEW YORK, NY | CRD 148964 |
| ROYAL OAK FINANCIAL ADVISORS, LLC → | RIA / FO | $366M | ROYAL OAK, MI | CRD 290152 |
| EPOCH CAPITAL, US → | RIA / FO | $366M | NEW YORK, NY | CRD 315254 |
| ROYAL OAK FINANCIAL GROUP → | RIA / FO | $366M | WORTHINGTON, OH | CRD 166391 |
| ASILIA CREDIT INVESTMENTS → | RIA / FO | $366M | SALT LAKE CITY, UT | CRD 334981 |