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 9501–9600 (page 96 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| SMEDLEY FINANCIAL SERVICES INC → | RIA / FO | $342M | SALT LAKE CITY, UT | CRD 110870 |
| SECOND 50 FINANCIAL → | RIA / FO | $342M | MANHATTAN BEACH, CA | CRD 318626 |
| PETROS FAMILY WEALTH, LLC → | RIA / FO | $342M | BLOOMINGTON, MN | CRD 324059 |
| ASTRA CAPITAL MANAGEMENT LLC → | RIA / FO | $342M | WASHINGTON, DC | CRD 284265 |
| ERGAWEALTH ADVISORS, INC. → | RIA / FO | $342M | OAK BROOK, IL | CRD 290030 |
| DHODY INVESTMENT GROUP → | RIA / FO | $341M | MIAMI BEACH, FL | CRD 318610 |
| THOMAS WRIGHT ASSET MANAGEMENT, INC. → | RIA / FO | $341M | SAN JUAN, PR | CRD 105192 |
| AVILA REAL ESTATE CAPITAL → | RIA / FO | $341M | CORTE MADERA, CA | CRD 325431 |
| FARRINGDON ASSET MANAGEMENT PTE LTD → | RIA / FO | $341M | SINGAPORE, SINGAPORE | CRD 290461 |
| TIEMANN INVESTMENT ADVISORS, LLC → | RIA / FO | $341M | MENLO PARK, CA | CRD 125360 |
| EUKLES ASSET MANAGEMENT, LLC → | RIA / FO | $341M | CINCINNATI, OH | CRD 156649 |
| CARROLL ADVISORY GROUP → | RIA / FO | $341M | TEXARKANA, TX | CRD 334565 |
| REICHARD CAPITAL, LLC → | RIA / FO | $341M | CHARLOTTE, NC | CRD 305695 |
| RM PRIVATE WEALTH MANAGEMENT → | RIA / FO | $341M | MIAMI, FL | CRD 300082 |
| WEYBOSSET RESEARCH & MANAGEMENT, LLC → | RIA / FO | $341M | PROVIDENCE, RI | CRD 108047 |
| PREMIA GLOBAL ADVISORS, LLC → | RIA / FO | $341M | CORAL GABLES, FL | CRD 282426 |
| CAP SIX ADVISORS → | RIA / FO | $341M | HOUSTON, TX | CRD 325164 |
| PHILLIPS WEALTH PLANNERS LLC → | RIA / FO | $341M | STARKVILLE, MS | CRD 319226 |
| ROCHESTER FINANCIAL SERVICES → | RIA / FO | $341M | – | CRD 107956 |
| MELODEON CAPITAL PARTNERS, LP → | RIA / FO | $341M | MIAMI, FL | CRD 300896 |
| SCHOLTZ & COMPANY, LLC → | RIA / FO | $341M | STAMFORD, CT | CRD 107363 |
| BLUEPRINT FUND MANAGEMENT → | RIA / FO | $340M | GREENSBORO, NC | CRD 306419 |
| LEFT BRAIN WEALTH MANAGEMENT, LLC → | RIA / FO | $340M | NAPERVILLE, IL | CRD 170348 |
| OLIVER WEALTH MANAGEMENT → | RIA / FO | $340M | TOWSON, MD | CRD 314867 |
| POST RESCH TALLON GROUP → | RIA / FO | $340M | PITTSFORD, NY | CRD 156302 |
| AIP CAPITAL ADVISORS LLC → | RIA / FO | $340M | STAMFORD, CT | CRD 328465 |
| ELTEKON ADVISORS, LLC. → | RIA / FO | $340M | WEST LAKE HILLS, TX | CRD 115371 |
| CADEN CAPITAL PARTNERS, LP → | RIA / FO | $340M | – | CRD 317442 |
| THE MATHES COMPANY, INC. → | RIA / FO | $340M | NEW YORK, NY | CRD 109288 |
| PARK, MILLER, LLC → | RIA / FO | $340M | WALNUT CREEK, CA | CRD 146856 |
| QUANTUM PORTFOLIO MANAGEMENT, LLC → | RIA / FO | $340M | NEW YORK, NY | CRD 326280 |
| AZA CAPITAL MANAGEMENT → | RIA / FO | $340M | CHICAGO, IL | CRD 109784 |
| AP WEALTH MANAGEMENT → | RIA / FO | $340M | AUGUSTA, GA | CRD 156417 |
| SUPERSTRING CAPITAL MANAGEMENT LP → | RIA / FO | $340M | NEW YORK, NY | CRD 305743 |
| GARNET EQUITY CAPITAL HOLDINGS, INC. → | RIA / FO | $339M | NEW YORK, NY | CRD 161948 |
| TURNING POINT FINANCIAL → | RIA / FO | $339M | FREDERICK, MD | CRD 301282 |
| KEYVANTAGE WEALTH ADVISORS → | RIA / FO | $339M | BETHLEHEM, PA | CRD 331996 |
| MILLENNIAL ADVISERS, LLC. → | RIA / FO | $339M | NEW YORK, NY | CRD 170847 |
| EMPEIRIA CAPITAL MANAGEMENT, LLC → | RIA / FO | $339M | CINCINNATI, OH | CRD 285463 |
| HCIP ADVISORS, LLC → | RIA / FO | $339M | NASHVILLE, TN | CRD 340455 |
| FLEXIS CAPITAL → | RIA / FO | $339M | MIAMI, FL | CRD 162601 |
| TUCKER FINANCIAL GROUP → | RIA / FO | $339M | MONTGOMERY, AL | CRD 298292 |
| HEALTH CATALYST CAPITAL MANAGEMENT, LLC → | RIA / FO | $339M | NEW YORK, NY | CRD 282602 |
| CRESAP, INC. → | RIA / FO | $339M | RADNOR, PA | CRD 25899 |
| SMALLWOOD WEALTH MANAGEMENT → | RIA / FO | $339M | RED BANK, NJ | CRD 288663 |
| AMERITY WEALTH MANAGEMENT, LLC → | RIA / FO | $339M | LAKELAND, FL | CRD 322265 |
| FIRST TRUST GLOBAL PORTFOLIOS LTD. → | RIA / FO | $339M | LONDON | CRD 169173 |
| DIVERSIFIED FINANCIAL MANAGEMENT → | RIA / FO | $339M | NORWELL, MA | CRD 171813 |
| EIGER WEALTH MANAGEMENT, LLC → | RIA / FO | $339M | SAN DIEGO, CA | CRD 304321 |
| LEWIS FINANCIAL MANAGEMENT, LLC → | RIA / FO | $339M | RALEIGH, NC | CRD 116344 |
| MORGAN RIO CAPITAL MANAGEMENT, LLC → | RIA / FO | $339M | NEW YORK, NY | CRD 162500 |
| MDRN CAPITAL → | RIA / FO | $339M | ANNAPOLIS, MD | CRD 325950 |
| RIVERSPAN PARTNERS LP → | RIA / FO | $339M | CHICAGO, IL | CRD 320667 |
| COMPREHENSIVE WEALTH MANAGEMENT → | RIA / FO | $338M | LYNNWOOD, WA | CRD 116958 |
| CORE ADVISORY GROUP → | RIA / FO | $338M | ROCK HILL, SC | CRD 306661 |
| VARIANT EQUITY ADVISORS, LLC → | RIA / FO | $338M | LOS ANGELES, CA | CRD 297046 |
| BOOKENDS FINANCIAL PLANNING → | RIA / FO | $338M | INDIANAPOLIS, IN | CRD 305301 |
| ARENA PRIVATE WEALTH → | RIA / FO | $338M | CHICAGO, IL | CRD 332302 |
| NICHOLSON MEYER CAPITAL MANAGEMENT, INC. → | RIA / FO | $338M | KANSAS CITY, MO | CRD 105580 |
| ADDINGTON FINANCIAL GROUP LLC → | RIA / FO | $338M | – | CRD 114584 |
| MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC → | RIA / FO | $338M | CAMPBELL, CA | CRD 118319 |
| NAVIGATE FINANCIAL LLC → | RIA / FO | $338M | SALT LAKE CITY, UT | CRD 325945 |
| BOULDER WEALTH ADVISORS, LLC → | RIA / FO | $338M | BOULDER, CO | CRD 115069 |
| COMMERCE ADVISORS, LLC → | RIA / FO | $338M | MEMPHIS, TN | CRD 151439 |
| UWHARRIE INVESTMENT ADVISORS, INC. → | RIA / FO | $338M | ALBEMARLE, NC | CRD 117592 |
| 325 CAPITAL → | RIA / FO | $338M | NEW YORK, NY | CRD 310762 |
| ASSETGRADE, LLC → | RIA / FO | $338M | BOSTON, MA | CRD 168779 |
| LUCAS GROUP FINANCIAL ADVISORS, LLC → | RIA / FO | $338M | FREEPORT, IL | CRD 326880 |
| MUTIMA CAPITAL MANAGEMENT LLC → | RIA / FO | $337M | NEW YORK, NY | CRD 284629 |
| LENK LADNER INVESTMENT SOLUTIONS LLC → | RIA / FO | $337M | OSTERVILLE, MA | CRD 109927 |
| WASATCH EQUITY PARTNERS → | RIA / FO | $337M | LOGAN, UT | CRD 326762 |
| BLUEDOOR PRIVATE WEALTH, LLC → | RIA / FO | $337M | BEVERLY, MA | CRD 301907 |
| EVOADVISORS → | RIA / FO | $337M | RICHMOND, VA | CRD 149615 |
| AUGMENT INFRASTRUCTURE MANAGERS ADVISORY LLC → | RIA / FO | $337M | CHEVY CHASE, MD | CRD 315485 |
| THE NALLS SHERBAKOFF GROUP, LLC → | RIA / FO | $337M | KNOXVILLE, TN | CRD 168239 |
| MULLANEY KEATING & WRIGHT INC → | RIA / FO | $337M | MIDDLETOWN, CT | CRD 110743 |
| WASHINGTON AVENUE ADVISORS → | RIA / FO | $337M | LANSING, MI | CRD 307002 |
| VALSPRING CAPITAL → | RIA / FO | $337M | – | CRD 318288 |
| NEW CATALYST → | RIA / FO | $337M | WASHINGTON, DC | CRD 332967 |
| TRU INDEPENDENCE ASSET MANAGEMENT, LLC → | RIA / FO | $337M | PORTLAND, OR | CRD 168256 |
| VESTURA, LLC → | RIA / FO | $337M | HOBART, WI | CRD 142926 |
| EVERSTAR ASSET MANAGEMENT, LLC → | RIA / FO | $337M | MOORESVILLE, NC | CRD 313334 |
| ASSEMBLY WEALTH → | RIA / FO | $337M | MILL VALLEY, CA | CRD 108834 |
| KILNER CAPITAL ADVISORS, LLC → | RIA / FO | $337M | GAITHERSBURG, MD | CRD 139521 |
| ALTERNA CAPITAL PARTNERS LLC → | RIA / FO | $337M | – | CRD 156954 |
| JOURNEY FINANCIAL GROUP, INC. → | RIA / FO | $336M | BUFFALO GROVE, IL | CRD 123565 |
| ADG WEALTH MANAGEMENT GROUP, LLC → | RIA / FO | $336M | METAIRIE, LA | CRD 132341 |
| RPS RETIREMENT PLAN ADVISORS → | RIA / FO | $336M | AUSTIN, TX | CRD 319220 |
| COLONY CAPITAL INVESTMENT ADVISORS, LLC → | RIA / FO | $336M | BOCA RATON, FL | CRD 175506 |
| CAPITAL IDEAS → | RIA / FO | $336M | DALLAS, TX | CRD 114352 |
| AGATE PASS INVESTMENT, LLC → | RIA / FO | $336M | BAINBRIDGE ISLAND, WA | CRD 155049 |
| LOON LAKE CAPITAL MANAGEMENT LP → | RIA / FO | $336M | BOSTON, MA | CRD 339830 |
| COGENT STRATEGIC WEALTH LLC → | RIA / FO | $336M | CHICAGO, IL | CRD 152715 |
| BENNETT SELBY INVESTMENTS, L.P. → | RIA / FO | $336M | – | CRD 137075 |
| SHARED VISION WEALTH GROUP → | RIA / FO | $336M | – | CRD 325000 |
| PEACHTREE INVESTMENT PARTNERS, LLC → | RIA / FO | $336M | – | CRD 142839 |
| CROSS RAPIDS CAPITAL LP → | RIA / FO | $336M | NEW YORK, NY | CRD 313143 |
| FIRST DALLAS SECURITIES, INC. → | RIA / FO | $336M | DALLAS, TX | CRD 24549 |
| APRICUS WEALTH LLC → | RIA / FO | $336M | BEAUFORT, SC | CRD 306239 |
| MID-AMERICAN WEALTH ADVISORY GROUP → | RIA / FO | $336M | KANSAS CITY, MO | CRD 301621 |