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

16201. 16201
       Draco EvolutionTaipei City, Taiwan, Republic of China · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$22M
16202. 16202
       K.J. Harrison & Partners (USA) Inc.Toronto, On, Canada · 5 clientsAsset managerHybridHarbourfront Wealth Management Inc., K.J. Harrison & Partners Inc.
       Morgan Stanley 100%
       +00% 1 yr$22M
16203. 16203
       Innovation Partners LLCCharlotte, NC · 26 clientsBroker-dealer firmHybrid
       No custodian reported
       +00% 1 yr$22M
16204. 16204
       Emerald Separate Account Management LLCLeola, PA · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$21M
16205. 16205
       Parco Wealth Management LLC191 clientsWealth manager
       No custodian reported
       +00% 1 yr$21M
16206. 16206
       RCP Advisors, LLCChicago, IL · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$21M
16207. 16207
       Childfree Wealth10 clientsWealth manager
       Altruist 100%
       +00% 1 yr$21M
16208. 16208
       Glass Retirement Strategies, Inc.West Bloomfield, MI · 11 clientsAsset manager
       Empower 85%
       +00% 1 yr$20M
16209. 16209
       BP Capital Fund Advisors, LLCWealth managerHybrid
       Fidelity 100%
       +00% 1 yr$20M
16210. 16210
       Financial Planning Services, Inc.Fort Lauderdale, FL · 17 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$20M
16211. 16211
       Taylor Frigon Family Office, LLCScottsdale, AZWealth manager
       Schwab 100%
       +00% 1 yr$20M
16212. 16212
       CNL Fund Advisors II, LLCOrlando, FL · 1 clientsPrivate fund adviserHybridCNL Securities Corp.
       No custodian reported
       +00% 1 yr$20M
16213. 16213
       GMS GroupEast Hanover, NJ · 1 clientsBroker-dealer firmHybrid
       Pershing 100%
       +00% 1 yr$20M
16214. 16214
       Icon Financial Services LLCPortland, OR · 4,178 clientsWealth managerWrap sponsor
       Apex Fintech 100%
       +00% 1 yr$20M
16215. 16215
       Robinson Investment Group Inc58 clientsWealth manager
       No custodian reported
       +00% 1 yr$20M
16216. 16216
       Alpha Growth Management LLCDelray Beach, FL · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$20M
16217. 16217
       Brendan Wood Topgun Partnerships Inc.Toronto, Canada · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$20M
16218. 16218
       Marnoa Private Wealth Counsel LTD.Waterloo,ontario, Canada · 59 clientsWealth manager
       Pershing 100%
       +00% 1 yr$19M
16219. 16219
       Rainwater Equity LLC1 clientsAsset manager
       No custodian reported
       +00% 1 yr$19M
16220. 16220
       Chanakya Capital Partners Ifsc LLPGandhinagar, Gujarat, India · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$19M
16221. 16221
       Cubetech Capital, LLCNew Territories, Hong Kong · 2 clientsWealth manager
       No custodian reported
       +00% 1 yr$19M
16222. 16222
       Ryan Heritage, LLPSaddle Brook, NJ · 1 clientsAsset manager
       J.P. Morgan 100%
       +00% 1 yr$19M
16223. 16223
       Public Advisors LLCNew York, NY · 4,521 clientsWealth managerHybridOpen TO the Public Investing, Inc.
       Apex Fintech 100%
       +00% 1 yr$19M
16224. 16224
       Kahn Brothers Asset Management CorpNew York, NY · 1 clientsPrivate fund adviserHybridKahn Brothers LLC, clears through Pershing
       No custodian reported
       +00% 1 yr$18M
16225. 16225
       MGH Asset ManagementWellington, New Zealand · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$18M
16226. 16226
       Fidelis Capital, LLCBirmingham, AL · 3 clientsPrivate fund adviserHybrid
       Schwab 100%
       +00% 1 yr$18M
16227. 16227
       Cumberland Hill Capital Management LLCDallas, TX · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$18M
16228. 16228
       ETF Model Solutions, LLCAppleton, WI · 108 clientsWealth managerWrap sponsor
       Betterment 70%American Trust Custody 30%
       +00% 1 yr$18M
16229. 16229
       Rapid Scale LLC11 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$18M
16230. 16230
       Public Safety Financial/gallowayMesa, AZ · 74 clientsWealth manager
       Pershing 100%
       +00% 1 yr$18M
16231. 16231
       Bloom Investment Advisors, LLCSan Francisco, CA · 71,486 clientsWealth manager
       Alpaca Securities 100%
       +00% 1 yr$18M
16232. 16232
       Archway Private Wealth LLCManchester, United Kingdom · 37 clientsWealth manager
       Pershing 40%Rl360 29%
       +00% 1 yr$17M
16233. 16233
       Atlas Capital1 clientsAsset manager
       No custodian reported
       +00% 1 yr$17M
16234. 16234
       Precidian Funds LLCNewtown, PA · 11 clientsAsset manager
       No custodian reported
       +00% 1 yr$17M
16235. 16235
       Highgate Group USA Inc.Montreal, Quebec, Canada · 20 clientsWealth managerHybridHighgate Group Inc.
       RBC 55%Interactive Brokers 45%
       +00% 1 yr$17M
16236. 16236
       Ursa Financial, LLC118 clientsWealth managerWrap sponsor
       Drivewealth 100%
       +00% 1 yr$17M
16237. 16237
       Hunter Private Capital Advisors, LLCPittsburgh, PA · 2 clientsPrivate fund adviserHybridHunter Associates Investment Management LLC
       No custodian reported
       +00% 1 yr$16M
16238. 16238
       Svof/mm, LLCSanta Monica, CA · 1 clientsPrivate fund adviserAffiliated broker-dealerBlackrock Asset Management Deutschland AG, Blackrock Execution Services
       No custodian reported
       +00% 1 yr$16M
16239. 16239
       C4m Global Advisors LLCArlington, VA · 1 clientsPrivate fund adviserHybrid
       No custodian reported
       +00% 1 yr$16M
16240. 16240
       Fama Re.capital LtdaSao Paulo, Brazil · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$16M