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 9201–9300 (page 93 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| NORTH CAPITAL → | RIA / FO | $366M | SALT LAKE CITY, UT | CRD 148802 |
| CHICAGO WEALTH MANAGEMENT, INC. → | RIA / FO | $366M | CHICAGO, IL | CRD 112271 |
| INFLECTION CAPITAL MANAGEMENT, LLC → | RIA / FO | $366M | SAN FRANCISCO, CA | CRD 333157 |
| ASSET PLANNING SERVICES INC → | RIA / FO | $366M | COVINGTON, LA | CRD 104715 |
| INNOVIUS CAPITAL MANAGEMENT, LLC → | RIA / FO | $365M | SAN FRANCISCO, CA | CRD 311568 |
| PRAIRIEWOOD WEALTH MANAGEMENT → | RIA / FO | $365M | FARGO, ND | CRD 149007 |
| TEALWOOD ASSET MANAGEMENT → | RIA / FO | $365M | MINNEAPOLIS, MN | CRD 105245 |
| INDIA CAPITAL LLC → | RIA / FO | $365M | MINNEAPOLIS, MN | CRD 309034 |
| BEAUMONT ASSET MANAGEMENT, LLC → | RIA / FO | $365M | BEAUMONT, TX | CRD 150407 |
| REGIMEN WEALTH, LLC → | RIA / FO | $365M | ATLANTA, GA | CRD 309672 |
| COLLEGIATE PEAKS ASSET MANAGEMENT, LLC → | RIA / FO | $365M | DENVER, CO | CRD 322086 |
| MY PERSONAL CFO, LLC → | RIA / FO | $365M | VANCOUVER, WA | CRD 299424 |
| KONDO WEALTH ADVISORS, INC → | RIA / FO | $365M | PASADENA, CA | CRD 175347 |
| EVR RESEARCH LP → | RIA / FO | $365M | RICHMOND, VA | CRD 283385 |
| RESERVOIR OPERATIONS, L.P. → | RIA / FO | $365M | NEW YORK, NY | CRD 156800 |
| LUCERNE CAPITAL MANAGEMENT, LP → | RIA / FO | $365M | GREENWICH, CT | CRD 111288 |
| FPC INVESTMENT ADVISORY, INC. → | RIA / FO | $365M | PETALUMA, CA | CRD 122728 |
| SIGNIFY WEALTH LLC → | RIA / FO | $365M | ST. LOUIS, MO | CRD 160094 |
| TL PRIVATE WEALTH → | RIA / FO | $364M | SOUTHLAKE, TX | CRD 167818 |
| SHELTON WEALTH MANAGEMENT, LLC → | RIA / FO | $364M | FORT WORTH, TX | CRD 312686 |
| SEBOLD CAPITAL MANAGEMENT, INC → | RIA / FO | $364M | LISLE, IL | CRD 122941 |
| SYNERGY FG → | RIA / FO | $364M | – | CRD 309961 |
| REGENCY CAPITAL MANAGEMENT INC. → | RIA / FO | $364M | HONOLULU, HI | CRD 312435 |
| INVENIO WEALTH PARTNERS, LLC → | RIA / FO | $364M | CORAL GABLES, FL | CRD 323039 |
| REDWOOD GROVE CAPITAL, LLC → | RIA / FO | $364M | NEW YORK, NY | CRD 286228 |
| CROAK CAPITAL → | RIA / FO | $364M | TOLEDO, OH | CRD 297666 |
| HORIZON INVESTMENT SERVICES, LLC. → | RIA / FO | $364M | HAMMOND, IN | CRD 110642 |
| MARIPAU WEALTH MANAGEMENT LLC → | RIA / FO | $364M | FORT WAYNE, IN | CRD 311934 |
| GRIFFIN GLOBAL ASSET MANAGEMENT → | RIA / FO | $364M | LOS ANGELES, CA | CRD 336578 |
| SOLITUDE FINANCIAL SERVICES, INC. → | RIA / FO | $364M | CHARLOTTESVILLE, VA | CRD 150348 |
| DECISIONMAP WEALTH MANAGEMENT, LLC → | RIA / FO | $363M | GREAT FALLS, VA | CRD 328429 |
| GREENFIELD SEITZ CAPITAL MANAGEMENT, LLC → | RIA / FO | $363M | DALLAS, TX | CRD 150434 |
| WINDROCK WEALTH MANAGEMENT → | RIA / FO | $363M | NAPERVILLE, IL | CRD 166124 |
| LEONID CAPITAL PARTNERS, LLC → | RIA / FO | $363M | HUNTINGTON BEACH, CA | CRD 327020 |
| SARONA ASSET MANAGEMENT INC. → | RIA / FO | $363M | KITCHENER | CRD 160963 |
| CRESTMONT PRIVATE WEALTH LLC → | RIA / FO | $363M | BOERNE, TX | CRD 304170 |
| MARKETRIDERS → | RIA / FO | $363M | CHESTERFIELD, MO | CRD 147963 |
| LECLAIR WEALTH PARTNERS → | RIA / FO | $363M | DUBLIN, OH | CRD 332827 |
| RIVERPATH INVESTMENTS LLC → | RIA / FO | $363M | – | CRD 226671 |
| DOMANI ADVISORS → | RIA / FO | $363M | NEW YORK, NY | CRD 291796 |
| C CUBED CAPITAL PARTNERS, LLC → | RIA / FO | $363M | BOCA RATON, FL | CRD 328128 |
| PRESPER FINANCIAL ARCHITECTS, LLC → | RIA / FO | $363M | AKRON, OH | CRD 297538 |
| MOTIVE WEALTH ADVISORS, LLC → | RIA / FO | $363M | BIRMINGHAM, MI | CRD 312303 |
| UNIVERSITY VENTURES → | RIA / FO | $363M | NEW YORK, NY | CRD 163575 |
| INCOME FOCUS PORTFOLIO MANAGEMENT → | RIA / FO | $362M | JACKSON, WY | CRD 165477 |
| STRATEGIC INCOME GROUP LLC → | RIA / FO | $362M | CHANDLER, AZ | CRD 165839 |
| RTC PARTNERS → | RIA / FO | $362M | MIAMI, FL | CRD 307065 |
| KANBRICK LLC → | RIA / FO | $362M | CHARLOTTE, NC | CRD 309288 |
| BAYHUNT CAPITAL LLC → | RIA / FO | $362M | MILL VALLEY, CA | CRD 333514 |
| PACE FINANCIAL ADVISORS → | RIA / FO | $362M | HILLSBORO, OR | CRD 318359 |
| AVIVAR CAPITAL, LLC → | RIA / FO | $362M | – | CRD 215516 |
| BRIGGS WEALTH MANAGEMENT, INC. → | RIA / FO | $362M | GLASTONBURY, CT | CRD 125518 |
| DYNAMIC MARKET ADVANTAGE, LLC → | RIA / FO | $362M | LOUISVILLE, KY | CRD 323540 |
| BLUE RIDGE WEALTH PLANNERS → | RIA / FO | $362M | KNOXVILLE, TN | CRD 285347 |
| MRA ADVISORY GROUP → | RIA / FO | $361M | SARASOTA, FL | CRD 287933 |
| UNION SQUARE GLOBAL WEALTH MANAGEMENT → | RIA / FO | $361M | SAN FRANCISCO, CA | CRD 111776 |
| MFP FINANCIAL SERVICES, LLC → | RIA / FO | $361M | SAFETY HARBOR, FL | CRD 331681 |
| COX CAPITAL MANAGEMENT LLC → | RIA / FO | $361M | ANDOVER, MA | CRD 117593 |
| DEARBORN CAPITAL MANAGEMENT, LLC → | RIA / FO | $361M | CHICAGO, IL | CRD 155473 |
| SIERRA INVESTMENT MANAGEMENT, LLC → | RIA / FO | $361M | SANTA MONICA, CA | CRD 106615 |
| WEALTH PLANNING GROUP → | RIA / FO | $361M | BALTIMORE, MD | CRD 291708 |
| TRANSCENDENT CAPITAL GROUP → | RIA / FO | $361M | EDMOND, OK | CRD 316872 |
| CORDIS FINANCIAL, LLC → | RIA / FO | $361M | MINNEAPOLIS, MN | CRD 294766 |
| SONATA CAPITAL GROUP INC → | RIA / FO | $361M | SEATTLE, WA | CRD 111277 |
| GOLDMAN LANCASTER, INC. → | RIA / FO | $361M | LONG BEACH, CA | CRD 136134 |
| OUTCOME DRIVEN STRATEGIES, LLC → | RIA / FO | $360M | HUNT VALLEY, MD | CRD 311398 |
| CASCADE INVESTMENT ADVISORS, INC. → | RIA / FO | $360M | OREGON CITY, OR | CRD 117294 |
| ACP CAPITAL MANAGEMENT, LLC → | RIA / FO | $360M | MIAMI, FL | CRD 138556 |
| JESSUP WEALTH MANAGEMENT → | RIA / FO | $360M | DAYTON, OH | CRD 323035 |
| DECKER RETIREMENT PLANNING INC. → | RIA / FO | $360M | LEHI, UT | CRD 284281 |
| U. S. BOSTON CAPITAL CORPORATION → | RIA / FO | $360M | LINCOLN, MA | CRD 5251 |
| BCO WEALTH MANAGEMENT, LLC → | RIA / FO | $360M | CARLSBAD, NM | CRD 322276 |
| COOK & BYNUM CAPITAL MANAGEMENT, LLC → | RIA / FO | $360M | BIRMINGHAM, AL | CRD 149454 |
| KESSLER INVESTMENT GROUP, LLC → | RIA / FO | $360M | COLUMBUS, IN | CRD 153696 |
| LYNK CAPITAL MANAGEMENT COMPANY, LLC → | RIA / FO | $360M | JACKSONVILLE, FL | CRD 329038 |
| NOVAK & POWELL FINANCIAL SERVICES, INC. → | RIA / FO | $359M | ST. PETERSBURG, FL | CRD 112970 |
| WASHINGTON PARK CAPITAL MANAGEMENT, LLC → | RIA / FO | $359M | PORTLAND, OR | CRD 338939 |
| THE DAVID J. YVARS GROUP INC. → | RIA / FO | $359M | – | CRD 328901 |
| CLEARWAVE CAPITAL → | RIA / FO | $359M | UPLAND, CA | CRD 337738 |
| SEROS WEALTH PARTNERS → | RIA / FO | $359M | GILBERT, AZ | CRD 166808 |
| AYRTON CAPITAL LLC → | RIA / FO | $359M | WESTPORT, CT | CRD 286298 |
| RIDGEPATH CAPITAL MANAGEMENT LLC → | RIA / FO | $359M | KNOXVILLE, TN | CRD 283343 |
| TSA WEALTH MANAGEMENT → | RIA / FO | $359M | HOUSTON, TX | CRD 323123 |
| AURORA INVESTMENT MANAGERS, LLC → | RIA / FO | $359M | NAPLES, FL | CRD 146325 |
| ROBERTSON OPPORTUNITY CAPITAL, LLC → | RIA / FO | $359M | DALLAS, TX | CRD 118484 |
| LIFEWAY FINANCIAL CORPORATION → | RIA / FO | $359M | PLANO, TX | CRD 114276 |
| CLOVERFIELDS CAPITAL GROUP, LP → | RIA / FO | $359M | MINNEAPOLIS, MN | CRD 306590 |
| FLIGHT DECK CAPITAL, LP → | RIA / FO | $359M | SAN FRANCISCO, CA | CRD 311353 |
| ARARAT CAPITAL MANAGEMENT LP → | RIA / FO | $359M | WESTPORT, CT | CRD 291783 |
| SILVER POINT PRIVATE CREDIT FUND MANAGEMENT, LLC → | RIA / FO | $359M | GREENWICH, CT | CRD 332374 |
| POINT WINDWARD ADVISORS, INC. → | RIA / FO | $359M | NEW YORK, NY | CRD 110457 |
| US ASSET MANAGEMENT, LLC → | RIA / FO | $358M | PITTSBURGH, PA | CRD 124234 |
| CALIFORNIA CAPITAL MANAGEMENT → | RIA / FO | $358M | BURBANK, CA | CRD 130734 |
| AIS CAPITAL MANAGEMENT L.P. → | RIA / FO | $358M | WILTON, CT | CRD 107971 |
| BLUESTEM FINANCIAL ADVISORS, LLC → | RIA / FO | $358M | SAVOY, IL | CRD 158418 |
| PRUFID FINANCIAL ADVISORS LLC → | RIA / FO | $358M | – | CRD 121897 |
| PILLAR FINANCIAL ADVISORS, LLC → | RIA / FO | $358M | LOUISVILLE, KY | CRD 121880 |
| HERITAGE WEALTH MANAGEMENT → | RIA / FO | $358M | HOUSTON, TX | CRD 122394 |
| CA ADVISER, LLC → | RIA / FO | $358M | PHILADELPHIA, PA | CRD 300183 |
| ACCESS WEALTH MANAGEMENT, LLC → | RIA / FO | $358M | LOUISVILLE, KY | CRD 339285 |