The RIA database

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

15441. 15441
       Third Sigma Investment Advisors LLCWilmington, DE · 51 clientsAsset manager
       Schwab 100%
       +00% 1 yr$99M
15442. 15442
       Lake Road Advisors, LLCCorning, NY · 137 clientsWealth manager
       Altruist 79%
       +00% 1 yr$99M
15443. 15443
       Investor's Advantage87 clientsWealth managerHybrid
       Schwab 97%
       +00% 1 yr$99M
15444. 15444
       Luther Forest Wealth Advisors, L.L.C.Malta, NY · 214 clientsWealth manager
       Schwab 100%
       +00% 1 yr$99M
15445. 15445
       Blue Sky Asset Management, LLCEnglewood, CO · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$99M
15446. 15446
       Timbuktu Capital Management, LLCBoston, MA · 122 clientsWealth manager
       Schwab 100%
       +00% 1 yr$99M
15447. 15447
       Backbone Planning Partners LLCLas Vegas, NV · 109 clientsWealth managerWrap sponsor
       LPL Financial 100%
       +00% 1 yr$98M
15448. 15448
       Garrett Nagle & Co., Inc.Woburn, MA · 86 clientsBroker-dealer firmHybrid
       No custodian reported
       +00% 1 yr$98M
15449. 15449
       Gallatin & Company, LLCVero Beach, FL · 50 clientsWealth manager
       Schwab 100%
       +00% 1 yr$98M
15450. 15450
       Swan Wealth Advisors, LLCDurango, CO · 47 clientsAsset manager
       Pershing 100%
       +00% 1 yr$98M
15451. 15451
       Muzinich Direct Lending Adviser, LLCNew York, NY · 1 clientsAsset managerHybridMuzinich & Co. (ireland) Limited, Muzinich & Co. (singapore) PTE. Limited
       No custodian reported
       +00% 1 yr$98M
15452. 15452
       Upright Financial Corp36 clientsAsset manager
       Firstrade Securities 100%
       +00% 1 yr$98M
15453. 15453
       Lemnis CapitalRichardson, TX · 352 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$98M
15454. 15454
       Baytrust Wealth Management, LLCTampa, FL · 214 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$98M
15455. 15455
       Burren Capital Advisors LimitedEuroport, Gibraltar · 2 clientsPrivate fund adviserAffiliated broker-dealerAlvar Financial Services Limited
       No custodian reported
       +00% 1 yr$98M
15456. 15456
       Snow Financial Management, LLC50 clientsWealth manager
       Fidelity 69%Schwab 31%
       +00% 1 yr$98M
15457. 15457
       Taverik Capital, LLCGreenville, SC · 121 clientsPrivate fund adviser
       Schwab 100%
       +00% 1 yr$98M
15458. 15458
       Phoenix International Investments LLCNashua, NH · 27 clientsPrivate fund adviserHybrid
       No custodian reported
       +00% 1 yr$97M
15459. 15459
       Manispace CapitalNew York, NY · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$97M
15460. 15460
       Aspire Strategist Portfolios LLCNew York, NY · 6 clientsAsset manager
       Fidelity 100%
       +00% 1 yr$97M
15461. 15461
       Amberlake Partners SAMMonaco, Monaco · 14 clientsAsset manager
       Julius Baer Monaco 39%Societe Generale Monaco 38%CMB Monaco 23%
       +00% 1 yr$97M
15462. 15462
       Berkshire Advisors, Inc.Wyomissing, PA · 250 clientsBroker-dealer firmHybridPurshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity)
       Schwab 100%
       +00% 1 yr$97M
15463. 15463
       Stratacore Capital Management, LLC.New York, NY · 111 clientsWealth manager
       Schwab 76%Interactive Brokers 24%
       +00% 1 yr$97M
15464. 15464
       Box Financial Advisors, LLCGrapevine, TX · 235 clientsWealth manager
       Equity Trust Company Brokerage 100%
       +00% 1 yr$97M
15465. 15465
       RVX Asset Management LLCAventura, FL · 2 clientsAsset manager
       Northern Trust 100%
       +00% 1 yr$97M
15466. 15466
       UOB Global Capital LLCNew York, NY · 3 clientsPrivate fund adviserHybridUOB Global Equity Sales LLC, UOB KAY Hian PTE Limited
       No custodian reported
       +00% 1 yr$97M
15467. 15467
       Scott Conyers Capital Management, Inc.27 clientsWealth manager
       Schwab 100%
       +00% 1 yr$97M
15468. 15468
       CK Advisors, LLC40 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$97M
15469. 15469
       Vulpes Investment Management Private LimitedSingapore, Singapore · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$97M
15470. 15470
       Israel Investment Advisors, LLCDenver, CO · 5 clientsPrivate fund adviser
       Schwab 100%
       +00% 1 yr$96M
15471. 15471
       Pacific Wealth Advisory Services LLCDanville, CA · 223 clientsWealth manager
       Altruist 100%
       +00% 1 yr$96M
15472. 15472
       Capital Design Private Wealth LLCPortsmouth, NH · 264 clientsWealth manager
       Schwab 100%
       +00% 1 yr$96M
15473. 15473
       Eastward Capital Partners, LLCWest Newton, MA · 8 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$96M
15474. 15474
       Nexpoint Insurance Solutions, L.P.Dallas, TX · 6 clientsPrivate fund adviserAffiliated broker-dealerNexbank Securities Inc, Nexpoint Securities, Inc.
       No custodian reported
       +00% 1 yr$96M
15475. 15475
       Basa AdvisorsDallas, TX · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$96M
15476. 15476
       Burke Wealth Management, LLCHouston, TX · 74 clientsWealth manager
       Schwab 84%
       +00% 1 yr$95M
15477. 15477
       Steward Capital ManagementBloomfield Hills, MI · 66 clientsAsset manager
       Schwab 100%
       +00% 1 yr$95M
15478. 15478
       SM InvestorsNew York, NY · 6 clientsPrivate fund adviser
       Jefferies 100%
       +00% 1 yr$95M
15479. 15479
       Nosuris, Inc.Lynbrook, NY · 200 clientsWealth managerHybrid
       Betterment 50%Fidelity 50%
       +00% 1 yr$95M
15480. 15480
       MON Capital Management LLCNew York, NY · 4 clientsAsset manager
       UBS 100%
       +00% 1 yr$95M