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

16161. 16161
       Beagle Invest2,512 clientsWealth manager
       Apex Fintech 100%
       +00% 1 yr$26M
16162. 16162
       Wealth2b32,225 clientsWealth manager
       Alpaca Securities 100%
       +00% 1 yr$26M
16163. 16163
       Investall, Inc.New York, NY · 6,999 clientsWealth manager
       Morgan Stanley 82%
       +00% 1 yr$26M
16164. 16164
       Nexadvisors, LLCDallas, TX · 6 clientsWealth managerBank-affiliatedAffiliated broker-dealerNexbank Securities Inc, Nexpoint Securities, Inc.
       Pershing 74%Axos 24%
       +00% 1 yr$26M
16165. 16165
       Triaxx Asset Management LLCNew York, NY · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$26M
16166. 16166
       First GlobalNorth Harrow, Middx, United Kingdom · 746 clientsWealth managerAffiliated broker-dealerFirst Global Stockbroking PVT. LTD.
       Interactive Brokers 100%
       +00% 1 yr$26M
16167. 16167
       Xcellerant Ventures, LLCScottsdale, AZ · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$26M
16168. 16168
       BZ Wealth Advisors, LLCLittleton, CO · 34 clientsWealth manager
       Schwab 100%
       +00% 1 yr$26M
16169. 16169
       Simco FinancialCanandaigua, NY · 24 clientsAsset manager
       No custodian reported
       +00% 1 yr$26M
16170. 16170
       Dantes Outlook20 clientsWealth manager
       No custodian reported
       +00% 1 yr$26M
16171. 16171
       Elevate Planners44 clientsWealth managerWrap sponsor
       No custodian reported
       +00% 1 yr$26M
16172. 16172
       Derryrush WealthWest Sayville, NY · 31 clientsWealth manager
       Schwab 100%
       +00% 1 yr$26M
16173. 16173
       Trowbridge Capital Partners LLC.4 clientsWealth managerBank-affiliated
       Schwab 63%Interactive Brokers 37%
       +00% 1 yr$26M
16174. 16174
       MAP Funds Management, LLCMarblehead, MA · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$26M
16175. 16175
       Finiat, LLCMount Dora, FL · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$26M
16176. 16176
       Blacksand Capital Management I, LLCHonolulu, HI · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$25M
16177. 16177
       FruitfulNew York, NY · 351 clientsWealth manager
       Apex Fintech 100%
       +00% 1 yr$25M
16178. 16178
       Allies Capital ManagementNew York, NY · 1 clientsAsset managerHybrid
       No custodian reported
       +00% 1 yr$25M
16179. 16179
       Oak Tree Advisory Services Inc40 clientsWealth manager
       No custodian reported
       +00% 1 yr$25M
16180. 16180
       Tall Pines Capital, LLCOak Brook, IL · 63 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$25M
16181. 16181
       Christensen Group Financial, LLCEden Prairie, MN · 270 clientsWealth manager
       Altruist 100%
       +00% 1 yr$25M
16182. 16182
       Fund Asset ManagersReno, NV · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$25M
16183. 16183
       Worldline Capital PTE. LTD.Hong Kong, Hong Kong · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$24M
16184. 16184
       Bullet Ventures Management LTD1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$24M
16185. 16185
       Gunn Wealth Management LLC100 clientsWealth manager
       No custodian reported
       +00% 1 yr$24M
16186. 16186
       GBG Wealth Management LLCLone Tree, CO · 31 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$24M
16187. 16187
       LFN Advisors Inc.Muskegon, MI · 179 clientsWealth manager
       Schwab 95%
       +00% 1 yr$24M
16188. 16188
       Rhizome Capital Management LLC4 clientsWealth manager
       Interactive Brokers 100%
       +00% 1 yr$24M
16189. 16189
       Pacific Harbor Holdings, LimitedHong Kong, Hong Kong · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$23M
16190. 16190
       Richline Capital Management Inc.Markham, Ontario, Canada · 28 clientsWealth manager
       Interactive Brokers 100%
       +00% 1 yr$23M
16191. 16191
       Greenwood Pine PartnersMemphis, TN · 2 clientsAsset managerHybrid
       Northern Trust 100%
       +00% 1 yr$23M
16192. 16192
       Albert Investments, LLCSanta Barbara, CA · 209,650 clientsWealth managerWrap sponsorHybridAlbert Securities, LLC, clears through Apex Clearing
       Apex Fintech 100%
       +00% 1 yr$23M
16193. 16193
       IRM Management12 clientsWealth manager
       Schwab 100%
       +00% 1 yr$23M
16194. 16194
       Legacy Cornerstone Wealth LLCPeoria, AZ · 181 clientsWealth manager
       Schwab 62%American Funds & Trusts Incorporated 38%
       +00% 1 yr$22M
16195. 16195
       Moma InternationalPorto Alegre, Rio Grande Do Sul, Brazil · 48 clientsAsset manager
       Merrill / Bank of America 49%Morgan Stanley 27%Schwab 25%
       +00% 1 yr$22M
16196. 16196
       Baird Principal Group Management Company I, LLCMilwaukee, WI · 1 clientsAsset managerHybridRobert W. Baird & Co. Incorporated
       No custodian reported
       +00% 1 yr$22M
16197. 16197
       Passive Management LLCNew York, NY · 116 clientsWealth manager
       TradePMR / Robinhood 93%
       +00% 1 yr$22M
16198. 16198
       Iqvestment, LLC235 clientsAsset manager
       Drivewealth 100%
       +00% 1 yr$22M
16199. 16199
       Prce Management LLCAlpharetta, GA · 1 clientsPrivate fund adviserHybridFirst Southern, LLC
       No custodian reported
       +00% 1 yr$22M
16200. 16200
       RM Investment Strategies, LLCGrand Rapids, MIAsset manager
       Schwab 100%
       +00% 1 yr$22M