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 9301–9400 (page 94 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| MCDONALD CAPITAL MANAGEMENT → | RIA / FO | $358M | LUBBOCK, TX | CRD 114531 |
| APPLIED CAPITAL LLC → | RIA / FO | $358M | LITTLE ROCK, AR | CRD 166175 |
| CONSERVATIVE WEALTH MANAGEMENT LLC → | RIA / FO | $358M | – | CRD 138925 |
| PAPAMARKOU WELLNER PERKIN ADVISORS → | RIA / FO | $358M | NEW YORK, NY | CRD 131796 |
| LIFESPAN FINANCIAL STRATEGIES, INC. → | RIA / FO | $357M | WESTON, FL | CRD 119800 |
| MONTVUE CAPITAL MANAGEMENT, INC. → | RIA / FO | $357M | LYNCHBURG, VA | CRD 116807 |
| HOULIHAN FINANCIAL RESOURCE GROUP, LTD. → | RIA / FO | $357M | ASHBURN, VA | CRD 116670 |
| GKV CAPITAL MANAGEMENT CO INC → | RIA / FO | $357M | WALNUT CREEK, CA | CRD 108767 |
| MOMENT PRIVATE WEALTH → | RIA / FO | $357M | SAINT LOUIS, MO | CRD 313223 |
| SYMBIOSIS CAPITAL PARTNERS, LLC → | RIA / FO | $357M | BENTONVILLE, AR | CRD 316599 |
| CARNEGIE WEALTH MANAGEMENT, LLC → | RIA / FO | $357M | BERWYN, PA | CRD 290430 |
| SALTMARSH FINANCIAL ADVISORS, LLC → | RIA / FO | $357M | PENSACOLA, FL | CRD 132248 |
| ALCYON WEALTH PARTNERS → | RIA / FO | $356M | YOUNGSTOWN, OH | CRD 334909 |
| FOURTH DIMENSION WEALTH, LLC → | RIA / FO | $356M | MIDDLEBURG HEIGHTS, OH | CRD 306703 |
| OAKCLIFF PARTNERS LLC → | RIA / FO | $356M | NEW YORK, NY | CRD 162325 |
| WEALTH OKLAHOMA → | RIA / FO | $356M | TULSA, OK | CRD 132962 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC → | RIA / FO | $356M | DUNMORE, PA | CRD 284547 |
| SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC → | RIA / FO | $356M | CLOQUET, MN | CRD 152003 |
| CRAWFORD FUND MANAGEMENT, LLC → | RIA / FO | $356M | BOSTON, MA | CRD 158659 |
| MONHEGAN CAPITAL MANAGEMENT, LLC → | RIA / FO | $356M | – | CRD 304428 |
| LIFEGOAL INVESTMENTS, LLC → | RIA / FO | $356M | – | CRD 327833 |
| ARMOR INVESTMENT ADVISORS, LLC → | RIA / FO | $356M | RALEIGH, NC | CRD 134200 |
| ARKVIEW CAPITAL, L.P. → | RIA / FO | $356M | STAMFORD, CT | CRD 316130 |
| TWIN POINT CAPITAL LLC → | RIA / FO | $356M | NEW YORK, NY | CRD 281731 |
| ARGYLE CAPITAL MANAGEMENT, LLC → | RIA / FO | $356M | CENTER VALLEY, PA | CRD 106576 |
| STONE OAK WEALTH MANAGEMENT, LLC → | RIA / FO | $356M | SAN ANTONIO, TX | CRD 288217 |
| GRIFFIN BLACK, LLC → | RIA / FO | $356M | REDWOOD CITY, CA | CRD 134684 |
| ACORN CAPITAL ADVISORS, LLC → | RIA / FO | $355M | NEW YORK, NY | CRD 304164 |
| HARRINGTON INVESTMENTS, INC. → | RIA / FO | $355M | NAPA, CA | CRD 110790 |
| FPNAVIGATORS → | RIA / FO | $355M | MAPLE GROVE, MN | CRD 332831 |
| SEPULVEDA MANAGEMENT LLC → | RIA / FO | $355M | LOS ANGELES, CA | CRD 284290 |
| TOMPKINS & CO. → | RIA / FO | $355M | – | CRD 157240 |
| CLAY NORTHAM WEALTH MANAGEMENT → | RIA / FO | $355M | HUNTINGTON BEACH, CA | CRD 159002 |
| HANOVER ADVISORS, INC → | RIA / FO | $355M | SENECA, SC | CRD 119655 |
| BULL HARBOR CAPITAL LLC. → | RIA / FO | $355M | BETHESDA, MD | CRD 324995 |
| WILLIAMS FINANCIAL GROUP → | RIA / FO | $355M | MOBILE, AL | CRD 310008 |
| BRIDGE CITY CAPITAL, LLC → | RIA / FO | $355M | LAKE OSWEGO, OR | CRD 148828 |
| RESURGENT ADVISORS → | RIA / FO | $355M | ATLANTA, GA | CRD 299575 |
| LEXINGTON RESEARCH AND CAPITAL GROUP, LLC → | RIA / FO | $355M | FAYETTEVILLE, AR | CRD 108576 |
| LLOYD HARBOR CAPITAL MANAGEMENT, LLC → | RIA / FO | $354M | COLD SPRING HARBOR, NY | CRD 304646 |
| CAPSTONE WEALTH → | RIA / FO | $354M | BILLINGS, MT | CRD 130128 |
| WEALTH ADVISORS NW → | RIA / FO | $354M | PORTLAND, OR | CRD 284468 |
| STANCE CAPITAL LLC → | RIA / FO | $354M | BOSTON, MA | CRD 284267 |
| SIGHTLINE WEALTH ADVISORS, LLC → | RIA / FO | $354M | GROTON, CT | CRD 176520 |
| LIFE PLANNING PARTNERS, INC. → | RIA / FO | $354M | JACKSONVILLE, FL | CRD 129338 |
| TENCORE PARTNERS, LP → | RIA / FO | $354M | NEW YORK, NY | CRD 299327 |
| CORE ALTERNATIVE CAPITAL, LLC → | RIA / FO | $354M | PEACHTREE CORNERS, GA | CRD 302011 |
| PIEDMONT WEALTH ADVISORY → | RIA / FO | $354M | RESTON, VA | CRD 333693 |
| WAYFINDING FINANCIAL, LLC → | RIA / FO | $353M | LYNNWOOD, WA | CRD 306208 |
| TARGETED FINANCIAL SERVICES, LLC → | RIA / FO | $353M | SEMINOLE, FL | CRD 129049 |
| DXD CAPITAL → | RIA / FO | $353M | ALBUQUERQUE, NM | CRD 329580 |
| CATENARY ALTERNATIVES ASSET MANAGEMENT, LLC → | RIA / FO | $353M | MIAMI, FL | CRD 164517 |
| AVORY & CO. → | RIA / FO | $353M | MIAMI, FL | CRD 284812 |
| NEXT MANAGEMENT ADVISORS, LLC → | RIA / FO | $353M | NEW YORK, NY | CRD 324644 |
| SOUTHBRIDGE ADVISORS, LLC → | RIA / FO | $353M | MARIETA, GA | CRD 306075 |
| 10TALENTS INVESTORS, LLC → | RIA / FO | $353M | FOXBOROUGH, MA | CRD 262786 |
| NORRIS FINANCIAL GROUP, LLC → | RIA / FO | $353M | GREENVILLE, SC | CRD 129422 |
| CAYSIDE PARTNERS → | RIA / FO | $353M | JUPITER, FL | CRD 306090 |
| BLACK MAPLE CAPITAL MANAGEMENT LP → | RIA / FO | $353M | MILWAUKEE, WI | CRD 168385 |
| ENVISION FINANCIAL LLC → | RIA / FO | $353M | BROOKFIELD, WI | CRD 314365 |
| FORAGER CAPITAL MANAGEMENT, LLC → | RIA / FO | $353M | BIRMINGHAM, AL | CRD 158835 |
| TRAIL RIDGE INVESTMENT ADVISORS, LLC → | RIA / FO | $353M | FORT COLLINS, CO | CRD 284741 |
| VALIDEX GLOBAL INVESTING → | RIA / FO | $353M | IRVINE, CA | CRD 166575 |
| JDM FINANCIAL GROUP LLC → | RIA / FO | $353M | – | CRD 122057 |
| GRATTAN FINANCIAL STRATEGIES, INC. → | RIA / FO | $353M | SAN GABRIEL, CA | CRD 108449 |
| FORTRESS FINANCIAL GROUP, LLC → | RIA / FO | $352M | ROCHESTER, MN | CRD 315329 |
| ELYSIUM WEALTH MANAGEMENT, LLC → | RIA / FO | $352M | SOUTH JORDAN, UT | CRD 312068 |
| CENTURY PARK CAPITAL PARTNERS → | RIA / FO | $352M | EL SEGUNDO, CA | CRD 331368 |
| INNOVATIVE ADVISORY PARTNERS, LLC → | RIA / FO | $352M | HIXSON, TN | CRD 156135 |
| CLARENDON PRIVATE LLC → | RIA / FO | $352M | BOSTON, MA | CRD 316616 |
| CHERRY CREEK INVESTMENT ADVISORS INC → | RIA / FO | $352M | ENGLEWOOD, CO | CRD 107426 |
| HEITMAN INTERNATIONAL LLC → | RIA / FO | $352M | LONDON | CRD 170707 |
| LFA → | RIA / FO | $351M | ST. CLOUD, MN | CRD 114674 |
| SWAN CAPITAL → | RIA / FO | $351M | – | CRD 305793 |
| CALDWELL ADVISORS, LLC → | RIA / FO | $351M | BRENTWOOD, TN | CRD 144408 |
| ACA/PRUDENT INVESTORS PLANNING CORPORATION → | RIA / FO | $351M | GREEN BROOK, NJ | CRD 47798 |
| CREDIT CAPITAL INVESTMENTS → | RIA / FO | $351M | LIVINGSTON, NJ | CRD 160537 |
| GFO ADVISORY SERVICES, LLC → | RIA / FO | $351M | GREENWICH, CT | CRD 109278 |
| DEAN ROLAND RUSSELL, LLC → | RIA / FO | $351M | SAN DIEGO, CA | CRD 109480 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. → | RIA / FO | $351M | SALINE, MI | CRD 147014 |
| SITRIN CAPITAL MANAGEMENT, LLC → | RIA / FO | $351M | CENTURY CITY, CA | CRD 282436 |
| HERITAGE RETIREMENT ADVISORS, LLC → | RIA / FO | $351M | COLLEYVILLE, TX | CRD 165191 |
| ELITE CAPITAL MANAGEMENT GROUP, LLC → | RIA / FO | $351M | – | CRD 144228 |
| ENTRUST FINANCIAL LLC → | RIA / FO | $351M | WAYNE, PA | CRD 174694 |
| THREE BEARINGS FIDUCIARY ADVISORS, INC. → | RIA / FO | $351M | HAMPTON, NH | CRD 283926 |
| FORTY NORTH WEALTH → | RIA / FO | $351M | GLENDALE, CO | CRD 290770 |
| NORCAP INVESTMENT MANAGEMENT, L.P. → | RIA / FO | $351M | AUSTIN, TX | CRD 132975 |
| BRIDGEWATER ASSET MANAGEMENT LLC → | RIA / FO | $351M | CHESTERFIELD, MO | CRD 169832 |
| FORMAN CAPITAL, LLC → | RIA / FO | $351M | DELRAY BEACH, FL | CRD 329537 |
| V2 FINANCIAL GROUP, LLC → | RIA / FO | $350M | – | CRD 142189 |
| JONES ROAD CAPITAL MANAGEMENT, L.P. → | RIA / FO | $350M | NEW YORK, NY | CRD 296822 |
| PROTOCOL VC LLC → | RIA / FO | $350M | – | CRD 332272 |
| MAESTRIA PARTNERS LLC → | RIA / FO | $350M | ATLANTA, GA | CRD 328822 |
| SYKON CAPITAL LLC → | RIA / FO | $350M | HARRISON, NY | CRD 326728 |
| SONOMA ALLOCATIONS → | RIA / FO | $350M | SANTA ROSA, CA | CRD 335435 |
| SPX CAPITAL MANAGEMENT LLC → | RIA / FO | $350M | NEW YORK, NY | CRD 297944 |
| TURN8 PRIVATE WEALTH INC. → | RIA / FO | $350M | POINTE CLAIRE | CRD 167608 |
| SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE → | RIA / FO | $350M | SAN DIEGO, CA | CRD 130711 |
| PAUL MANNERS & ASSOCIATES, INC. → | RIA / FO | $350M | MARIETTA, GA | CRD 110996 |
| GUGGENHEIM PRIVATE INVESTMENTS, LLC → | RIA / FO | $349M | NEW YORK, NY | CRD 331479 |