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

15561. 15561
       7 Streets Financial, LLCSan Diego, CA · 270 clientsWealth managerWrap sponsorHybrid
       No custodian reported
       +00% 1 yr$88M
15562. 15562
       Contego Capital Group, Inc.Edina, MN · 89 clientsAsset manager
       Fidelity 79%
       +00% 1 yr$88M
15563. 15563
       Lexion Capital Management LPNew York, NY · 85 clientsWealth manager
       No custodian reported
       +00% 1 yr$88M
15564. 15564
       WealthfdConshohocken, PA · 450 clientsWealth manager
       Schwab 100%
       +00% 1 yr$88M
15565. 15565
       IBN Financial Services, IncLiverpool, NY · 519 clientsBroker-dealer firmHybrid
       Axos 100%
       +00% 1 yr$88M
15566. 15566
       Pacific Global Investment Management CompanyGlendale, CA · 127 clientsWealth manager
       Schwab 69%Fidelity 31%
       +00% 1 yr$87M
15567. 15567
       The Wealthplan LLCGreat Neck, NY · 132 clientsWealth manager
       Schwab 100%
       +00% 1 yr$87M
15568. 15568
       Quincy Wells Advisors, LLCChicago, IL · 247 clientsBroker-dealer firmHybridQuincy Wells Capital, LLC
       No custodian reported
       +00% 1 yr$87M
15569. 15569
       Timothy J. Ellis, Inc.200 clientsWealth manager
       No custodian reported
       +00% 1 yr$87M
15570. 15570
       Yearwood Young AdvisorsBrooklyn, NY · 24 clientsWealth manager
       Schwab 100%
       +00% 1 yr$87M
15571. 15571
       Orasis CapitalGeneva, Switzerland · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$87M
15572. 15572
       Sterling Asset Management Co Inc43 clientsWealth manager
       No custodian reported
       +00% 1 yr$87M
15573. 15573
       LK Financial Planning LLCNew York, NY · 9 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$87M
15574. 15574
       MQ Private WealthTorrance, CA · 58 clientsWealth manager
       Schwab 100%
       +00% 1 yr$87M
15575. 15575
       Joseph John Hasson JR36 clientsWealth manager
       No custodian reported
       +00% 1 yr$87M
15576. 15576
       Seahorse Financial Advisers Inc.Millbrook, NY · 20 clientsWealth manager
       Schwab 100%
       +00% 1 yr$87M
15577. 15577
       Union Street Partners LLCAlexandria, VA · 1 clientsAsset managerHybridMcLaughlin Ryder Investments, Inc.
       No custodian reported
       +00% 1 yr$86M
15578. 15578
       Eagan Capital Management, LLCFayetteville, NY · 222 clientsWealth manager
       No custodian reported
       +00% 1 yr$86M
15579. 15579
       Mace Capital Management, LLCNew York, NY · 64 clientsWealth manager
       Schwab 100%
       +00% 1 yr$86M
15580. 15580
       Arrow Investment Management, LLCNew York, NY · 1 clientsAsset managerAffiliated broker-dealerArrow Analytics Securities, LLC
       Raymond James 100%
       +00% 1 yr$86M
15581. 15581
       Private Equity Investors, Inc.New York, NY · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$85M
15582. 15582
       ATW Spac Management LLCNew York, NY · 2 clientsPrivate fund adviserAffiliated broker-dealerChardan Capital Markets LLC, clears through Wedbush
       No custodian reported
       +00% 1 yr$85M
15583. 15583
       Intercarolina Financial Services, Inc.Greensboro, NC · 271 clientsBroker-dealer firmHybrid
       No custodian reported
       +00% 1 yr$85M
15584. 15584
       Guidance Point Retirement Services, LLCPortland, ME · 7 clientsAsset manager
       Schwab 100%
       +00% 1 yr$85M
15585. 15585
       Idyllic Partners Manager, LPSleepy Hollow, NY · 2 clientsAsset manager
       No custodian reported
       +00% 1 yr$85M
15586. 15586
       Rubin Overseas LTD.Zurich, Switzerland · 12 clientsWealth manager
       No custodian reported
       +00% 1 yr$85M
15587. 15587
       API Financial Advisors, LLCRockledge, FL · 227 clientsWealth manager
       Schwab 100%
       +00% 1 yr$85M
15588. 15588
       Group RMC Investment Advisor LLCNew York, NY · 13 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$85M
15589. 15589
       Derastone19 clientsAsset manager
       Interactive Brokers 100%
       +00% 1 yr$84M
15590. 15590
       Erez Asset Management, LLCNew Rochelle, NY · 3 clientsPrivate fund adviser
       BNP Paribas Securities 100%
       +00% 1 yr$84M
15591. 15591
       Complete AdvisorsValley Stream, NY · 25 clientsWealth manager
       Schwab 79%
       +00% 1 yr$84M
15592. 15592
       Lehmann, Livian, Fridson Advisors, LLCNew York, NY · 53 clientsWealth manager
       Schwab 51%Fidelity 49%
       +00% 1 yr$84M
15593. 15593
       Titan Capital ManagementScottsdale, AZ · 129 clientsWealth manager
       Schwab 100%
       +00% 1 yr$84M
15594. 15594
       Western New York Financial Group, LLCBuffalo, NY · 206 clientsWealth manager
       Schwab 51%Fidelity 49%
       +00% 1 yr$84M
15595. 15595
       Jacob Asset Management of New York LLCHermosa Beach, CA · 3 clientsAsset manager
       No custodian reported
       +00% 1 yr$84M
15596. 15596
       Seven Hills Capital Corp.Toronto, Ontario, Canada · 238 clientsWealth manager
       National Bank Independent Network 100%
       +00% 1 yr$84M
15597. 15597
       Greycliff Wealth Management, LLCNew York, NY · 146 clientsWealth manager
       Schwab 100%
       +00% 1 yr$84M
15598. 15598
       Baird Principal Group Management Company, LLCMilwaukee, WI · 1 clientsAsset managerHybridRobert W. Baird & Co. Incorporated
       No custodian reported
       +00% 1 yr$84M
15599. 15599
       WelaraNew York, NY · 8 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$84M
15600. 15600
       Parataxis Capital Management LLCNew York, NY · 12 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$84M