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

16121. 16121
       Metis Capital Management LLC21 clientsWealth manager
       No custodian reported
       +00% 1 yr$30M
16122. 16122
       AJO Vista, AN Emerald CompanyLeola, PAAsset manager
       U.S. Bank 60%M&t Bank 40%
       +00% 1 yr$29M
16123. 16123
       S. Williams Capital, LLCNew York, NY · 17 clientsWealth manager
       Interactive Brokers 100%
       +00% 1 yr$29M
16124. 16124
       BunkerSan Francisco, CA · 138 clientsWealth manager
       Interactive Brokers 84%
       +00% 1 yr$29M
16125. 16125
       Goldstone Portfolios Incorporated28 clientsWealth manager
       Schwab 100%
       +00% 1 yr$29M
16126. 16126
       Global Beta AdvisorsWest Chester, PAAsset manager
       Wells Fargo 100%
       +00% 1 yr$29M
16127. 16127
       M3sixty Capital, LLCFairway, KS · 4 clientsAsset managerHybrid
       No custodian reported
       +00% 1 yr$29M
16128. 16128
       School of Personal Finance32 clientsWealth manager
       Schwab 100%
       +00% 1 yr$29M
16129. 16129
       Ardinall Investment Management LPNew York, NY · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$29M
16130. 16130
       Gordian Capital Management, LLCMill Valley, CA · 3 clientsPrivate fund adviserHybrid
       No custodian reported
       +00% 1 yr$28M
16131. 16131
       CleveralphaHawthorne, CA · 55 clientsWealth managerWrap sponsorHybrid
       Schwab 100%
       +00% 1 yr$28M
16132. 16132
       Mount Murray Investment Inc.Montreal, Quebec, Canada · 5 clientsAsset manager
       Northern Trust 72%Interactive Brokers 28%
       +00% 1 yr$28M
16133. 16133
       SIP Financial ServicesGlenville, NY · 72 clientsWealth manager
       Schwab 100%
       +00% 1 yr$28M
16134. 16134
       Dominari Securities LLCNew York, NY · 63 clientsBroker-dealer firmHybrid
       Schwab 100%
       +00% 1 yr$28M
16135. 16135
       Derivaty CoWhite Plains, NY · 3 clientsAsset manager
       Fidelity 93%
       +00% 1 yr$28M
16136. 16136
       DA INVLondon, United Kingdom · 110,459 clientsWealth manager
       Alpaca Securities 100%
       +00% 1 yr$28M
16137. 16137
       Eden Advisory Services, LLCAlbany, NY · 177 clientsWealth manager
       No custodian reported
       +00% 1 yr$28M
16138. 16138
       Fanclub Sports Capital172 clientsAsset manager
       No custodian reported
       +00% 1 yr$28M
16139. 16139
       Big Rock Advisors LLCSag Harbor, NY · 41 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$28M
16140. 16140
       GFM Asset Management LLCWeinfelden, Switzerland · 42 clientsWealth manager
       Interactive Brokers 98%
       +00% 1 yr$28M
16141. 16141
       CQL Capital ManagementChesterfield, MOAsset manager
       No custodian reported
       +00% 1 yr$27M
16142. 16142
       St Bernard Asset Management, Inc.Russellville, AR · 69 clientsWealth managerHybrid
       No custodian reported
       +00% 1 yr$27M
16143. 16143
       Maidstone Wealth Management, LLCCambridge, NY · 33 clientsWealth manager
       Interactive Brokers 100%
       +00% 1 yr$27M
16144. 16144
       Avrio Wealth LLCNew York, NY · 35 clientsWealth manager
       Schwab 100%
       +00% 1 yr$27M
16145. 16145
       Rosecliff Capital Advisory LLCNew York, NY · 185 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$27M
16146. 16146
       Dorian Eason Asset Management, LLCMemphis, TN · 40 clientsWealth manager
       Schwab 92%
       +00% 1 yr$27M
16147. 16147
       Kronos Wealth Management60 clientsWealth manager
       Schwab 100%
       +00% 1 yr$27M
16148. 16148
       Global Listing AcceleratorNew York, NY · 5 clientsBroker-dealer firmHybrid
       No custodian reported
       +00% 1 yr$27M
16149. 16149
       Intelligent Alpha LLCMinneapolis, MN · 2 clientsAsset manager
       No custodian reported
       +00% 1 yr$27M
16150. 16150
       Ikos CIF LimitedLimassol, Cyprus · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$27M
16151. 16151
       Museum Mile Funds LLCNew York, NY · 1 clientsPrivate fund adviser
       Schwab 62%Fidelity 38%
       +00% 1 yr$27M
16152. 16152
       DDO Advisory Services, LLCRhinebeck, NY · 46 clientsWealth manager
       Altruist 63%Pershing 37%
       +00% 1 yr$27M
16153. 16153
       Safe Harbor Asset Management, Inc.Huntington, NY · 28 clientsWealth manager
       Schwab 100%
       +00% 1 yr$27M
16154. 16154
       Karagosian Financial Services, IncCroton On Hudson, NY · 52 clientsWealth managerHybrid
       Pershing 89%
       +00% 1 yr$27M
16155. 16155
       CgamNaperville, IL · 3 clientsAsset managerHybridCalamos Financial Services LLC
       No custodian reported
       +00% 1 yr$27M
16156. 16156
       Alton Road Capital, LPVero Beach, FL · 1 clientsWealth manager
       Morgan Stanley 100%
       +00% 1 yr$27M
16157. 16157
       QuantbaseNew York, NY · 5,887 clientsWealth manager
       Alpaca Securities 100%
       +00% 1 yr$27M
16158. 16158
       Pantheon Infra Advisors, LLCSan Francisco, CA · 1 clientsAsset managerAffiliated broker-dealerPantheon Securities, LLC
       No custodian reported
       +00% 1 yr$27M
16159. 16159
       JPS Advisors LLC14 clientsWealth manager
       Interactive Brokers 100%
       +00% 1 yr$27M
16160. 16160
       Spring Street WealthNew York, NY · 30 clientsWealth manager
       Schwab 100%
       +00% 1 yr$26M