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 9701–9800 (page 98 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| POWER FINANCIAL PARTNERS, LLC → | RIA / FO | $329M | TAMPA, FL | CRD 324253 |
| NWM ADVISORS, LLC → | RIA / FO | $329M | SAN LUIS OBISPO, CA | CRD 283714 |
| MTC WEALTH MANAGEMENT → | RIA / FO | $329M | TAMPA, FL | CRD 305308 |
| TECHQUITY CAPITAL MANAGEMENT → | RIA / FO | $329M | AUSTIN, TX | CRD 162322 |
| GAME CREEK CAPITAL, LP → | RIA / FO | $329M | BOSTON, MA | CRD 158973 |
| BR WEALTH MANAGEMENT → | RIA / FO | $329M | BOISE, ID | CRD 307546 |
| FVLCRUM PARTNERS, LLC → | RIA / FO | $329M | BETHESDA, MD | CRD 310971 |
| BALLAST CAPITAL ADVISORS, LLC → | RIA / FO | $329M | WEST DES MOINES, IA | CRD 282369 |
| ARTIFEX FINANCIAL GROUP, LLC → | RIA / FO | $329M | OAKWOOD, OH | CRD 140643 |
| WOLF RIVER CAPITAL MANAGEMENT, LLC → | RIA / FO | $329M | MEMPHIS, TN | CRD 149038 |
| KENNEY INVESTMENTS INC → | RIA / FO | $328M | NORTHFIELD, IL | CRD 105665 |
| OMC FINANCIAL SERVICES LTD → | RIA / FO | $328M | DEWITT, NY | CRD 110528 |
| GLIDE CAPITAL → | RIA / FO | $328M | MIAMI, FL | CRD 288592 |
| TORREY GROWTH & INCOME ADVISORS, LLC → | RIA / FO | $328M | DEL MAR, CA | CRD 139940 |
| ZENITH WEALTH ADVISORS → | RIA / FO | $328M | SCOTTSDALE, AZ | CRD 318330 |
| THOMAS STORY AND SON LLC → | RIA / FO | $328M | PLYMOUTH, IN | CRD 148774 |
| STERNECK CAPITAL MANAGEMENT LLC → | RIA / FO | $328M | KANSAS CITY, MO | CRD 111463 |
| OXFORD WEALTH GROUP, LLC → | RIA / FO | $328M | ORLANDO, FL | CRD 319561 |
| WEITZEL FINANCIAL SERVICES, INC. → | RIA / FO | $328M | DUBUQUE, IA | CRD 27346 |
| SHORE POINT ADVISORS, LLC → | RIA / FO | $328M | BRIELLE, NJ | CRD 296848 |
| FUKOKU LIFE INTERNATIONAL (AMERICA) INC. → | RIA / FO | $328M | NEW YORK, NY | CRD 284662 |
| HUDSON CAPITAL ADVISORY, INC. → | RIA / FO | $328M | BUFFALO, NY | CRD 304163 |
| FINANCIAL DECISIONS, LLC → | RIA / FO | $328M | NEW YORK, NY | CRD 107755 |
| CONCORD INVESTMENT COUNSEL → | RIA / FO | $327M | IRVINE, CA | CRD 107901 |
| CIMARRON WEALTH MANAGEMENT, INC. → | RIA / FO | $327M | MONTROSE, CO | CRD 299627 |
| RYE BROOK CAPITAL, LLC → | RIA / FO | $327M | GREENWICH, CT | CRD 288517 |
| LEVEL 5 CAPITAL PARTNERS, LLC → | RIA / FO | $327M | ATLANTA, GA | CRD 304140 |
| LATKO WEALTH MANAGEMENT, LTD. → | RIA / FO | $327M | FRANKFORT, IL | CRD 282423 |
| GREENWOOD FAMILY ADVISORS LLC → | RIA / FO | $327M | MIAMI, FL | CRD 304820 |
| POINTONE FAMILY OFFICE → | RIA / FO | $327M | MANHATTAN BEACH, CA | CRD 338563 |
| OCTAVIA INVESTMENTS LLC → | RIA / FO | $327M | – | CRD 167721 |
| VINCI PARTNERS USA → | RIA / FO | $327M | NEW YORK, NY | CRD 162399 |
| ARDENT CAPITAL MANAGEMENT, INC. → | RIA / FO | $327M | CINCINNATI, OH | CRD 108264 |
| WILKERSON ADVISORY GROUP LLC → | RIA / FO | $327M | COLUMBIA, MO | CRD 334668 |
| MPWM ADVISORY SOLUTIONS LLC → | RIA / FO | $327M | ALPHARETTA, GA | CRD 169885 |
| AVONDALE WEALTH MANAGEMENT LLC → | RIA / FO | $327M | WEST LAKE HILLS, TX | CRD 152590 |
| MFG PARTNERS LLC → | RIA / FO | $327M | NEW YORK, NY | CRD 330388 |
| VANTAGE POINT WEALTH MANAGEMENT → | RIA / FO | $327M | PLYMOUTH, MN | CRD 167886 |
| LAW & ASSOCIATES INC → | RIA / FO | $327M | GLEN ECHO, MD | CRD 105350 |
| PL CAPITAL ADVISORS, LLC → | RIA / FO | $327M | NAPLES, FL | CRD 162083 |
| COMMUNITY DEVELOPMENT FUND ADVISORS, LLC → | RIA / FO | $326M | – | CRD 281617 |
| PUREFI WEALTH, LLC → | RIA / FO | $326M | BOSTON, MA | CRD 328459 |
| BASE WEALTH MANAGEMENT → | RIA / FO | $326M | LAKEWOOD RANCH, FL | CRD 321991 |
| ENTREWEALTH → | RIA / FO | $326M | – | CRD 317553 |
| FINANCIALLY IN TUNE → | RIA / FO | $326M | STONEHAM, MA | CRD 156200 |
| PACK PRIVATE WEALTH, LLC → | RIA / FO | $326M | WAYZATA, MN | CRD 310523 |
| BAY RIVERS GROUP WEALTH PARTNERS → | RIA / FO | $326M | WILLIAMSBURG, VA | CRD 290095 |
| HFR ASSET MANAGEMENT, L.L.C → | RIA / FO | $326M | CHICAGO, IL | CRD 111705 |
| HFR INVESTMENTS, LLC → | RIA / FO | $326M | CHICAGO, IL | CRD 307372 |
| RESILIENT CAPITAL MANAGEMENT, LLC → | RIA / FO | $326M | DALLAS, TX | CRD 318997 |
| HURLEY CAPITAL, LLC → | RIA / FO | $326M | NEW YORK, NY | CRD 130051 |
| CENTERLINE WEALTH ADVISORS, LLC → | RIA / FO | $326M | LOUISVILLE, KY | CRD 164485 |
| LIFEPLAN GROUP → | RIA / FO | $326M | RALEIGH, NC | CRD 144157 |
| HEALTHEDGE INVESTMENT PARTNERS → | RIA / FO | $326M | TAMPA, FL | CRD 163421 |
| PATRON PARTNERS, LLC → | RIA / FO | $326M | HOUSTON, TX | CRD 310629 |
| SCHUCHARD CAPITAL MANAGEMENT INC → | RIA / FO | $326M | – | CRD 105528 |
| RESOLUTE GLOBAL PARTNERS, LTD. → | RIA / FO | $325M | HAMILTON | CRD 160743 |
| SILVER LAKE ADVISORY PARTNERS, LLC → | RIA / FO | $325M | – | CRD 107625 |
| COELI FRONTIER MARKETS AB → | RIA / FO | $325M | STOCKHOLM | CRD 282916 |
| STRATEGIC WEALTH ADVISORS, LLC → | RIA / FO | $325M | – | CRD 114167 |
| CATAWBA RIVER CAPITAL → | RIA / FO | $325M | LAKE WYLIE, SC | CRD 134217 |
| TREIBERG WEALTH MANAGEMENT → | RIA / FO | $325M | TUCSON, AZ | CRD 284140 |
| CONVERSE TEAM FINANCIAL SERVICES, LLC → | RIA / FO | $325M | – | CRD 335322 |
| PALOGIC VALUE MANAGEMENT, L.P. → | RIA / FO | $325M | DALLAS, TX | CRD 155133 |
| UNIVERSAL FINANCIAL SERVICES INC. → | RIA / FO | $325M | GUAYNABO, PR | CRD 131558 |
| WHIPPLEWOOD ADVISORS, LLC → | RIA / FO | $325M | LITTLETON, CO | CRD 282860 |
| CRIMSON MANAGEMENT → | RIA / FO | $324M | HOUSTON, TX | CRD 111779 |
| EKS ASSOCIATES → | RIA / FO | $324M | PRINCETON, NJ | CRD 169687 |
| LIGHT ARC CAPITAL MANAGEMENT LLC → | RIA / FO | $324M | GREENWICH, CT | CRD 339985 |
| VISTA INVESTMENT MANAGEMENT, LLC → | RIA / FO | $324M | PITTSBURGH, PA | CRD 116068 |
| KENNICOTT CAPITAL MANAGEMENT LLC → | RIA / FO | $324M | – | CRD 128947 |
| GALAXY INVESTMENT MANAGEMENT, LLC → | RIA / FO | $324M | UNIONDALE, NY | CRD 281589 |
| TORQUE ASSET MANAGEMENT LLC → | RIA / FO | $324M | – | CRD 335621 |
| SMITH W B & CO INC → | RIA / FO | $324M | – | CRD 105917 |
| CRESALTA INVESTMENT MANAGEMENT, INC. → | RIA / FO | $323M | GREENWOOD VILLAGE, CO | CRD 339872 |
| JOHNSON WEALTH MANAGEMENT, LLC → | RIA / FO | $323M | GRAND FORKS, ND | CRD 123105 |
| 1248 PARTNERS, LLC → | RIA / FO | $323M | KANSAS CITY, MO | CRD 325304 |
| CHOICE WEALTH ADVISORS LLC → | RIA / FO | $323M | WATERVILLE, ME | CRD 297745 |
| BROWN FINANCIAL ADVISORS, LLC → | RIA / FO | $323M | MILFORD, OH | CRD 147056 |
| AULL & MONROE → | RIA / FO | $323M | MOBILE, AL | CRD 104830 |
| INTREPID INVESTMENT MANAGEMENT, LLC → | RIA / FO | $323M | HOUSTON, TX | CRD 192522 |
| LAUER CAPITAL MANAGEMENT LTD → | RIA / FO | $323M | SIOUX FALLS, SD | CRD 109660 |
| NEXT LEVEL WEALTH PLANNING, LLC → | RIA / FO | $323M | MERIDIAN, ID | CRD 327644 |
| ORIENTAL TRUST → | RIA / FO | $323M | SAN JUAN, PR | CRD 312982 |
| FORTUNE FINANCIAL ADVISORS, LLC → | RIA / FO | $323M | OVERLAND PARK, KS | CRD 145799 |
| CARSWELL INVESTMENTS, LLC → | RIA / FO | $322M | EAST SYRACUSE, NY | CRD 158205 |
| RBS WEALTH MANAGEMENT → | RIA / FO | $322M | ALTO, MI | CRD 336536 |
| OSCEOLA CAPITAL MANAGEMENT → | RIA / FO | $322M | TAMPA, FL | CRD 301565 |
| KAPSTONE FINANCIAL ADVISORS LLC → | RIA / FO | $322M | LEBANON, OH | CRD 318885 |
| GORDONMD GLOBAL INVESTMENTS LP → | RIA / FO | $322M | BEVERLY HILLS, CA | CRD 316751 |
| FINANCIAL TRANSPARENCY → | RIA / FO | $322M | – | CRD 297713 |
| LIVET WEALTH, LLC → | RIA / FO | $322M | SPANISH FORK, UT | CRD 337826 |
| REIK & CO., LLC → | RIA / FO | $322M | – | CRD 142414 |
| M4A3 LLC → | RIA / FO | $322M | BOULDER, CO | CRD 336172 |
| INTEGRATED FINANCIAL STRATEGIES, LLC → | RIA / FO | $322M | FORT LAUDERDALE, FL | CRD 165007 |
| NICHOLSON WEALTH MANAGEMENT GROUP → | RIA / FO | $322M | CHARLESTON, SC | CRD 327001 |
| SHUM FINANCIAL GROUP, INC. → | RIA / FO | $322M | ALAMEDA, CA | CRD 285426 |
| STEWARDSHIP ADVISORY GROUP, LLC → | RIA / FO | $322M | CLERMONT, FL | CRD 165710 |
| TRUENORTH WEALTH ADVISORS → | RIA / FO | $322M | SEATTLE, WA | CRD 118273 |
| EMERSON EQUITY LLC → | RIA / FO | $322M | SAN MATEO, CA | CRD 130032 |