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

15641. 15641
       Pearl Lane Advisors, LLCNew York, NY · 1 clientsPrivate fund adviserHybridHRC Fund Associates, LLC
       No custodian reported
       +00% 1 yr$78M
15642. 15642
       RSD Advisors27 clientsWealth manager
       Altruist 55%J.P. Morgan 45%
       +00% 1 yr$78M
15643. 15643
       MGM Innova Cap Management LLCMiami, FL · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$78M
15644. 15644
       Center Lake Capital Management, LLCWest Palm Beach, FL · 3 clientsAsset manager
       Citi 100%
       +00% 1 yr$78M
15645. 15645
       Arrowhead Investment Management LLCWhite Plains, NY · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$78M
15646. 15646
       Alignment Financial Group62 clientsWealth manager
       Schwab 100%
       +00% 1 yr$78M
15647. 15647
       Connective Wealth Partners, LLC316 clientsWealth managerHybrid
       Altruist 51%Schwab 49%
       +00% 1 yr$78M
15648. 15648
       Comprehensive Capital Management, Inc.Totowa, NJ · 2,334 clientsWealth managerHybridAPW Capital, Inc.
       Capital Client Group 55%Pershing 27%
       +00% 1 yr$78M
15649. 15649
       M.A. Whelan Financial Planning46 clientsWealth manager
       Schwab 100%
       +00% 1 yr$77M
15650. 15650
       GPS Financial, LLCPittsford, NY · 263 clientsWealth manager
       Schwab 100%
       +00% 1 yr$77M
15651. 15651
       Palmer Square Private Credit Management LLCMission Woods, KS · 1 clientsPrivate fund adviserHybrid
       No custodian reported
       +00% 1 yr$77M
15652. 15652
       FBD Asset MgmtBloomington, MN · 137 clientsWealth manager
       Schwab 100%
       +00% 1 yr$77M
15653. 15653
       Dryden Capital, LLCNew York, NY · 4 clientsAsset manager
       Northern Trust 52%WCI 38%
       +00% 1 yr$77M
15654. 15654
       Highland Consulting Associates International, Inc.Cleveland, OH · 5 clientsAsset manager
       Sun Life Assurance Company of Canada 45%Fidelity Investments Canada ULC 22%
       +00% 1 yr$77M
15655. 15655
       Cathay Capital NA, LLCNew York, NY · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$77M
15656. 15656
       Investment Research CorpDenver, CO · 166 clientsWealth managerHybridWorld Capital Brokerage, Inc.
       No custodian reported
       +00% 1 yr$76M
15657. 15657
       Monk, Stan47 clientsWealth manager
       No custodian reported
       +00% 1 yr$76M
15658. 15658
       O Asset Management LLCFairport, NY · 2 clientsWealth manager
       Goldman Sachs 51%Stifel, Nicolaus & Company, Incorporated 49%
       +00% 1 yr$76M
15659. 15659
       Weigelfam89 clientsWealth manager
       Schwab 100%
       +00% 1 yr$76M
15660. 15660
       BIN Yuan Capital (cayman) LimitedGrand Cayman, Cayman Islands · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$76M
15661. 15661
       Shoreline Capital Management, LTD.Guangzhou, China · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$76M
15662. 15662
       AS Trigon Asset ManagementTallinn, Estonia · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$76M
15663. 15663
       Active Wealth AdvisorsWoodcliff Lake, NJ · 21 clientsWealth manager
       Interactive Brokers 100%
       +00% 1 yr$75M
15664. 15664
       SQN Capital Management, LLCNew York, NY · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$75M
15665. 15665
       Kane FinancialWaterville, NY · 296 clientsWealth manager
       Schwab 100%
       +00% 1 yr$75M
15666. 15666
       Halo Investment Services, LLCManhasset, NYAsset managerHybridHalo Securities, LLC
       No custodian reported
       +00% 1 yr$75M
15667. 15667
       Clover Leaf Financial LLCFairport, NY · 223 clientsWealth managerWrap sponsor
       No custodian reported
       +00% 1 yr$75M
15668. 15668
       Gensen Asset Management Inc.1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$75M
15669. 15669
       Watts Capital Partners LLC67 clientsWealth manager
       Schwab 100%
       +00% 1 yr$75M
15670. 15670
       Mountain Pass PlanningHopewell Junction, NY · 129 clientsWealth manager
       Altruist 100%
       +00% 1 yr$75M
15671. 15671
       EKO68,370 clientsWealth managerWrap sponsor
       Alpaca Securities 100%
       +00% 1 yr$75M
15672. 15672
       HLV VenturesHauppauge, NY · 10 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$75M
15673. 15673
       Vora Wealth Management, PLLCFlagstaff, AZ · 660 clientsWealth manager
       No custodian reported
       +00% 1 yr$75M
15674. 15674
       RCN Wealth Advisors, Inc.54 clientsWealth manager
       Schwab 100%
       +00% 1 yr$75M
15675. 15675
       RPM Capital Management, LLC148 clientsWealth manager
       Schwab 100%
       +00% 1 yr$74M
15676. 15676
       Lytle InvestmentsGrand Island, NY · 204 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$74M
15677. 15677
       Rpata, LLC37 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$74M
15678. 15678
       Reynolds Capital Management, LLCLas Vegas, NV · 2 clientsAsset manager
       Morgan Stanley 85%
       +00% 1 yr$74M
15679. 15679
       Wright Private Asset Management LLCShelton, CT · 36 clientsAsset managerHybridWright Investors' Service Distributors, Inc.
       Schwab 68%
       +00% 1 yr$74M
15680. 15680
       9 Stream Capital Partners LLCLeawood, KS · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$74M