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 9401–9500 (page 95 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| EMPOWER WEALTH MANAGEMENT → | RIA / FO | $349M | CEDAR PARK, TX | CRD 305031 |
| ARAGON CAPITAL LLC → | RIA / FO | $349M | FORT LAUDERDALE, FL | CRD 166958 |
| ALTRIARCH ASSET MANAGEMENT, LLC → | RIA / FO | $349M | CHARLESTON, SC | CRD 328482 |
| FWG INVESTMENTS, LLC → | RIA / FO | $349M | LEXINGTON, KY | CRD 284064 |
| WILLIS ASSET FINANCE MANAGEMENT LLC → | RIA / FO | $349M | COCONUT CREEK, FL | CRD 337254 |
| JACKSON CREEK INVESTMENT ADVISORS LLC → | RIA / FO | $349M | CASTLE ROCK, CO | CRD 309116 |
| BROOKS, MOORE & ASSOCIATES, INC. → | RIA / FO | $349M | CHATTANOOGA, TN | CRD 105716 |
| FACTOR INVESTING GROUP → | RIA / FO | $349M | WESTBOROUGH, MA | CRD 315131 |
| ARLEN CAPITAL, LLC → | RIA / FO | $349M | WARWICK, RI | CRD 118113 |
| EGI FINANCIAL, INC. → | RIA / FO | $349M | AKRON, OH | CRD 120607 |
| GAINLINE FINANCIAL PARTNERS, LLC → | RIA / FO | $349M | LOUISVILLE, CO | CRD 326716 |
| WITTLIN ADVISORY → | RIA / FO | $348M | – | CRD 292577 |
| CARBON COLLECTIVE INVESTING, LLC → | RIA / FO | $348M | OAKLAND, CA | CRD 310129 |
| OPAL CAPITAL LLC → | RIA / FO | $348M | BOCA RATON, FL | CRD 322755 |
| TRILL IMPACT ADVISORY INC. → | RIA / FO | $348M | NEW YORK, NY | CRD 328179 |
| ELLIOTT COVE CAPITAL MANAGEMENT → | RIA / FO | $348M | SEATTLE, WA | CRD 123636 |
| SMARTHARVEST PORTFOLIOS → | RIA / FO | $348M | – | CRD 334260 |
| WAFD WEALTH, INC → | RIA / FO | $348M | SEATTLE, WA | CRD 337346 |
| AMERICAN RETIREMENT PLANNING GROUP INC → | RIA / FO | $348M | LAS VEGAS, NV | CRD 108300 |
| ISQ OPENINFRA REGISTERED ADVISOR LLC → | RIA / FO | $348M | MIAMI, FL | CRD 332721 |
| 4J WEALTH MANAGEMENT, LLC → | RIA / FO | $348M | MCLEAN, VA | CRD 297268 |
| OAKBOURNE ADVISORS → | RIA / FO | $348M | BERKELEY HEIGHTS, NJ | CRD 129112 |
| MICHELS FAMILY FINANCIAL, LLC → | RIA / FO | $348M | FORT WORTH, TX | CRD 319311 |
| UNITED FINANCIAL PLANNING GROUP LLC → | RIA / FO | $347M | HAUPPAUGE, NY | CRD 149843 |
| HERITAGE OAK WEALTH ADVISORS → | RIA / FO | $347M | SANTA ROSA BEACH, FL | CRD 323925 |
| COTTONWOOD CAPITAL ADVISORS → | RIA / FO | $347M | IRVING, TX | CRD 322366 |
| ARCTARIS IMPACT INVESTORS → | RIA / FO | $347M | WELLESLEY, MA | CRD 306898 |
| HCG FUND MANAGEMENT LP → | RIA / FO | $347M | RALEIGH, NC | CRD 281615 |
| EDUCATION GROWTH PARTNERS, LLC → | RIA / FO | $347M | STAMFORD, CT | CRD 166162 |
| PFLUG KOORY, LLC → | RIA / FO | $347M | OMAHA, NE | CRD 109268 |
| LECONTE WEALTH MANAGEMENT, LLC → | RIA / FO | $347M | MARYVILLE, TN | CRD 168539 |
| RIGHT SIDE CAPITAL MANAGEMENT, LLC → | RIA / FO | $347M | SAN FRANCISCO, CA | CRD 166062 |
| CITRINE CAPITAL → | RIA / FO | $347M | SAN FRANCISCO, CA | CRD 171735 |
| CUSTOS FAMILY OFFICE LLC → | RIA / FO | $347M | – | CRD 294025 |
| LODESTONE WEALTH MANAGEMENT LLC → | RIA / FO | $346M | SPOKANE, WA | CRD 151115 |
| ANGELLIST ASSET MANAGEMENT, LLC → | RIA / FO | $346M | SEATTLE, WA | CRD 330361 |
| WMGNA → | RIA / FO | $346M | FARMINGTON, CT | CRD 125765 |
| LONG ROAD INVESTMENT COUNSEL, LLC → | RIA / FO | $346M | KALAMAZOO, MI | CRD 171343 |
| GEBHARDT GROUP, INC → | RIA / FO | $346M | LAFAYETTE, CA | CRD 142903 |
| GBM WEALTH MANAGEMENT, INC. → | RIA / FO | $346M | HOUSTON, TX | CRD 145049 |
| BRIGHTLINE CAPITAL MANAGEMENT, LLC → | RIA / FO | $346M | MIAMI, FL | CRD 161661 |
| VELOCIS MANAGEMENT, LLC → | RIA / FO | $346M | DALLAS, TX | CRD 313345 |
| TRIATOMIC CAPITAL → | RIA / FO | $346M | PALO ALTO, CA | CRD 312408 |
| GREAT ELM CAPITAL MANAGEMENT, LLC → | RIA / FO | $346M | PALM BEACH GARDENS, FL | CRD 284304 |
| REDE WEALTH, LLC → | RIA / FO | $346M | CHARLOTTESVILLE, VA | CRD 173346 |
| BOOSTER ASSET MANAGEMENT, LLC → | RIA / FO | $346M | WHEATON, IL | CRD 330362 |
| JEFFERIES CREDIT PARTNERS EUROPE LIMITED → | RIA / FO | $346M | LONDON | CRD 336469 |
| ARCADIA INVESTMENT ADVISORS, LLC → | RIA / FO | $346M | EAGLE, ID | CRD 109590 |
| ARCHWAY WEALTH MANAGEMENT, LLC → | RIA / FO | $346M | KIRKWOOD, MO | CRD 326816 |
| VEDANTA MANAGEMENT, LP → | RIA / FO | $346M | NEW YORK, NY | CRD 160685 |
| CONTINUUM WEALTH ADVISORS, LLC → | RIA / FO | $346M | SARATOGA SPRINGS, NY | CRD 152895 |
| IPCP MANAGEMENT, LLC → | RIA / FO | $346M | BOCA RATON, FL | CRD 316853 |
| PLACEHOLDER MANAGEMENT, LLC → | RIA / FO | $345M | NEW YORK, NY | CRD 292362 |
| BORDERLESS MANAGEMENT LLC → | RIA / FO | $345M | CLERMONT, FL | CRD 323404 |
| BIP CAPITAL MANAGEMENT SERVICES, LLC → | RIA / FO | $345M | ATLANTA, GA | CRD 300757 |
| FORTRESS PLANNING GROUP → | RIA / FO | $345M | PEWAUKEE, WI | CRD 157900 |
| BLACK TORO LLC → | RIA / FO | $345M | MIAMI, FL | CRD 315289 |
| AHAKISTA CAPITAL LLC → | RIA / FO | $345M | – | CRD 337864 |
| RHP WEALTH MANAGEMENT → | RIA / FO | $345M | HOUSTON, TX | CRD 304735 |
| HICKS CAPITAL MANAGEMENT, LLC → | RIA / FO | $345M | COLUMBUS, OH | CRD 158609 |
| INTRINSIC WEALTH COUNSEL, INC. → | RIA / FO | $345M | TEMPE, AZ | CRD 105022 |
| TERAMO ADVISORS, LLC → | RIA / FO | $345M | NAPLES, FL | CRD 291574 |
| NEPSIS, INC. → | RIA / FO | $345M | MINNEAPOLIS, MN | CRD 141203 |
| LOFTIN WEALTH PARTNERS → | RIA / FO | $344M | JOHNS CREEK, GA | CRD 305359 |
| CRESCENT ADVISOR GROUP, INC. → | RIA / FO | $344M | PLANO, TX | CRD 115974 |
| GUINNESS ATKINSON ASSET MANAGEMENT, INC. → | RIA / FO | $344M | PASADENA, CA | CRD 124465 |
| BELL ASSET MANAGEMENT USA INC → | RIA / FO | $344M | – | CRD 108666 |
| L. C. BHANDARI & CO. → | RIA / FO | $344M | – | CRD 158831 |
| WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY → | RIA / FO | $344M | TAMPA, FL | CRD 206518 |
| KELLETT WEALTH ADVISORS, LLC → | RIA / FO | $344M | CINCINNATI, OH | CRD 287571 |
| PROSPERA CAPITAL MANAGEMENT, LLC → | RIA / FO | $344M | – | CRD 330390 |
| THE CLARK GROUP ASSET MANAGEMENT → | RIA / FO | $344M | DANA POINT, CA | CRD 164405 |
| BOURNE LENT ASSET MANAGAMENT, INC. → | RIA / FO | $344M | PAWLING, NY | CRD 111114 |
| CAMBRIAN CAPITAL MANAGEMENT, L.L.C. → | RIA / FO | $344M | NEWTOWN SQUARE, PA | CRD 324623 |
| SAFE HARBOR CAPITAL PARTNERS → | RIA / FO | $344M | COCONUT GROVE, FL | CRD 305314 |
| PATHFINDER 360 MANAGEMENTCO, LLC → | RIA / FO | $344M | MINNETONKA, MN | CRD 319211 |
| GARDEN CITY MANAGEMENT, LLC → | RIA / FO | $344M | CHARLOTTE, NC | CRD 310518 |
| ATTESSA CAPITAL LLC → | RIA / FO | $344M | TUCSON, AZ | CRD 306827 |
| M GROUP → | RIA / FO | $344M | – | CRD 160128 |
| FORMULA GROWTH LIMITED → | RIA / FO | $343M | MONTREAL | CRD 163245 |
| FORMULA GROWTH MANAGEMENT CORP → | RIA / FO | $343M | NEW YORK, NY | CRD 285005 |
| PEGASUS CAPITAL ADVISORS, L.P. → | RIA / FO | $343M | STAMFORD, CT | CRD 157094 |
| VICTRIX INVESTMENT ADVISORS → | RIA / FO | $343M | STUART, FL | CRD 167517 |
| VERTRIX WEALTH MANAGEMENT, LLC → | RIA / FO | $343M | TROY, MI | CRD 339547 |
| COORDINATED FINANCIAL PLANNING CORP → | RIA / FO | $343M | CINCINNATI, OH | CRD 105143 |
| MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC → | RIA / FO | $343M | WEST TISBURY, MA | CRD 291599 |
| WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC → | RIA / FO | $343M | WESTLAKE VILLAGE, CA | CRD 324173 |
| BALLAST FINANCIAL ADVISORS, LLC → | RIA / FO | $343M | WEST CHESTER, PA | CRD 304430 |
| AUGMENT ADVISORS, LLC → | RIA / FO | $343M | AUSTIN, TX | CRD 335130 |
| MATUNE BASILE ADVISORS → | RIA / FO | $343M | HERMITAGE, PA | CRD 168073 |
| DIAMETER DCF ADVISOR LLC → | RIA / FO | $343M | NEW YORK, NY | CRD 335395 |
| ATHENA INVESTMENT MANAGEMENT → | RIA / FO | $342M | – | CRD 106542 |
| WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. → | RIA / FO | $342M | MEMPHIS, TN | CRD 105959 |
| LEGACY BEYOND WEALTH LLC → | RIA / FO | $342M | – | CRD 328708 |
| M3 ADVISORY GROUP, LLC → | RIA / FO | $342M | NEEDHAM HEIGHTS, MA | CRD 156208 |
| CHICAGO ATLANTIC BDC ADVISERS, LLC → | RIA / FO | $342M | NEW YORK, NY | CRD 312723 |
| EAGLEBROOK ADVISORS → | RIA / FO | $342M | NEW YORK, NY | CRD 304438 |
| BOYLE CAPITAL → | RIA / FO | $342M | WEST DES MOINES, IA | CRD 132416 |
| STEELHEAD WEALTH MANAGEMENT → | RIA / FO | $342M | GLEN ALLEN, VA | CRD 338410 |
| J. HAGAN CAPITAL, INC. → | RIA / FO | $342M | LOUISVILLE, KY | CRD 168467 |