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

15721. 15721
       Canterbury Investment Management, LLCZionsville, IN · 48 clientsWealth manager
       Schwab 100%
       +00% 1 yr$70M
15722. 15722
       IBN Advisory Services, Inc.Liverpool, NY · 197 clientsWealth managerHybridIBN Financial Services, Inc.
       Schwab 100%
       +00% 1 yr$70M
15723. 15723
       Rochester InvestmentsRochester, NY · 147 clientsWealth manager
       Schwab 100%
       +00% 1 yr$70M
15724. 15724
       Tanaka Capital Management IncGreenwich, CT · 18 clientsAsset manager
       No custodian reported
       +00% 1 yr$69M
15725. 15725
       Abry Partners, LLCBoston, MA · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$69M
15726. 15726
       Steben & Company, LLCExcelsior, MN · 1 clientsPrivate fund adviserHybridLocorr Distributors, LLC
       No custodian reported
       +00% 1 yr$69M
15727. 15727
       GEO CapitalSao Paulo/sp, Brazil · 9 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$69M
15728. 15728
       Capital Formation Advisers LLC7 clientsWealth manager
       Merrill / Bank of America 68%
       +00% 1 yr$68M
15729. 15729
       Shield Wealth AdvisorsWilliamsville, NY · 109 clientsWealth manager
       Schwab 100%
       +00% 1 yr$68M
15730. 15730
       Bleecker Street Capital Management, LLCBrooklyn, NY · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$68M
15731. 15731
       Parlin Advisors LLCHague, NY · 54 clientsWealth manager
       Schwab 100%
       +00% 1 yr$68M
15732. 15732
       Iconoclastic Capital Management LLCRochester, NY · 141 clientsWealth manager
       Altruist 100%
       +00% 1 yr$68M
15733. 15733
       Peak Altitude Partners, LPNew York, NY · 2 clientsAsset managerHybrid
       No custodian reported
       +00% 1 yr$68M
15734. 15734
       Fifr214 clientsWealth manager
       Altruist 100%
       +00% 1 yr$68M
15735. 15735
       Black Hill Capital Partners, LLCSan Francisco, CA · 1 clientsWealth manager
       Interactive Brokers 100%
       +00% 1 yr$68M
15736. 15736
       Occam Capital Management, LLCPittsford, NY · 147 clientsWealth manager
       Schwab 100%
       +00% 1 yr$67M
15737. 15737
       Chlastawa, Allan F.70 clientsWealth manager
       Schwab 100%
       +00% 1 yr$67M
15738. 15738
       Vanquour LLCNew York, NY · 27 clientsWealth manager
       RBC 100%
       +00% 1 yr$67M
15739. 15739
       Honeoye Falls Capital LLCHoneoye Falls, NY · 17 clientsWealth manager
       No custodian reported
       +00% 1 yr$67M
15740. 15740
       Sygnus Capital LimtedKingston 5, Jamaica · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$67M
15741. 15741
       Sygnus Capital SL LimitedCastries, Saint Lucia · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$67M
15742. 15742
       Pare Partners LLCMiami, FL · 8 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$67M
15743. 15743
       Watchstone Wealth Management LLC65 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$67M
15744. 15744
       Alinea Advisory Services LLCNew York, NY · 115,693 clientsWealth managerWrap sponsor
       No custodian reported
       +00% 1 yr$67M
15745. 15745
       Clarion Call CapitalNew York, NYAsset manager
       Schwab 100%
       +00% 1 yr$66M
15746. 15746
       C & C Financial Services, Inc.Great Neck, NY · 46 clientsWealth manager
       Schwab 70%HSBC Private Bank 30%
       +00% 1 yr$66M
15747. 15747
       ACE & Company New York, Inc.New York, NY · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$66M
15748. 15748
       Resq Investment Partners, LLCScottsdale, AZ · 2 clientsAsset managerHybridVision 4 Fund Distributors LLC
       No custodian reported
       +00% 1 yr$66M
15749. 15749
       Shope Advisors GroupCamillus, NY · 86 clientsWealth managerHybrid
       Fidelity 100%
       +00% 1 yr$66M
15750. 15750
       Stewardship Financial PlanningTarrytown, NY · 39 clientsWealth manager
       Schwab 100%
       +00% 1 yr$66M
15751. 15751
       Kineo Capital LLCNew York, NY · 18 clientsPrivate fund adviser
       Interactive Brokers 100%
       +00% 1 yr$65M
15752. 15752
       Evolution Vision Wealth Management98 clientsWealth manager
       Schwab 100%
       +00% 1 yr$65M
15753. 15753
       Florence Capital Advisors, LLC37 clientsPrivate fund adviser
       Interactive Brokers 100%
       +00% 1 yr$65M
15754. 15754
       N Financial PlansHuntington, NY · 95 clientsWealth manager
       Schwab 86%
       +00% 1 yr$65M
15755. 15755
       Malatai Capital LLCNew York, NY · 38 clientsWealth manager
       Interactive Brokers 100%
       +00% 1 yr$65M
15756. 15756
       Vazirani Asset Management LLCNew York, NY · 4 clientsAsset managerHybrid
       No custodian reported
       +00% 1 yr$65M
15757. 15757
       Myra Wealth59 clientsWealth manager
       Schwab 100%
       +00% 1 yr$65M
15758. 15758
       Rosci Lamb, LLCNew York, NY · 15 clientsAsset manager
       Schwab 59%Ramsey Crookall 28%
       +00% 1 yr$65M
15759. 15759
       Empiric Advisors, Inc.Austin, TX · 16 clientsWealth managerHybridEmpiric Distributors, Inc.
       Schwab 71%U.S. Bancorp Investments 29%
       +00% 1 yr$65M
15760. 15760
       Peconic Asset PlanningRiverhead, NY · 206 clientsWealth managerWrap sponsorHybrid
       Schwab 100%
       +00% 1 yr$65M