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

16241. 16241
       Riverwalk Capital Partners, LLCChicago, IL · 1 clientsPrivate fund adviserAffiliated broker-dealerIHT Securities, LLC
       No custodian reported
       +00% 1 yr$16M
16242. 16242
       Sweater Industries LLCBoulder, CO · 2 clientsAsset manager
       No custodian reported
       +00% 1 yr$16M
16243. 16243
       Cashmere1 clientsAsset manager
       No custodian reported
       +00% 1 yr$16M
16244. 16244
       Nextgen EMP1 clientsAsset manager
       No custodian reported
       +00% 1 yr$16M
16245. 16245
       Aperture Advisors LLC5 clientsWealth manager
       Schwab 100%
       +00% 1 yr$16M
16246. 16246
       Atwood Financial Planning LLC939 clientsWealth manager
       Vanguard 100%
       +00% 1 yr$16M
16247. 16247
       SPP Credit Advisors LLCAsset managerHybridSPP Capital Partners, LLC
       No custodian reported
       +00% 1 yr$15M
16248. 16248
       Caterer Goodman Partners LTD68 clientsWealth manager
       Interactive Brokers 62%Citi 26%
       +00% 1 yr$15M
16249. 16249
       Principled Advisors, Inc.150 clientsWealth managerHybrid
       No custodian reported
       +00% 1 yr$15M
16250. 16250
       LGM Capital Management LLCPhoenix, AZ · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$15M
16251. 16251
       Class VI Ventures, LLCDenver, CO · 1 clientsPrivate fund adviserHybridClass VI Securities, LLC
       No custodian reported
       +00% 1 yr$15M
16252. 16252
       BeanstoxMontreal, Quebec, Canada · 10,048 clientsWealth managerWrap sponsor
       Dtcc 100%
       +00% 1 yr$15M
16253. 16253
       FWG Investment ManagementWinter Park, FL · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$14M
16254. 16254
       Networth CapitalMexico City, Mexico · 220 clientsWealth manager
       Interactive Brokers 100%
       +00% 1 yr$14M
16255. 16255
       Ginkgo Global LimitedShanghai, China · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$14M
16256. 16256
       Holistic Finance LLC265 clientsWealth manager
       Altruist 100%
       +00% 1 yr$14M
16257. 16257
       Omega Advisers, LLC.30 clientsBroker-dealer firmHybridFirst Omega, LLC
       No custodian reported
       +00% 1 yr$14M
16258. 16258
       Honeytree Investment Management12 clientsAsset manager
       Credential Qtrade Securities 100%
       +00% 1 yr$14M
16259. 16259
       Overseas Capital Management LLCJing An District, Shanghai, China · 37 clientsWealth manager
       Interactive Brokers 100%
       +00% 1 yr$14M
16260. 16260
       Harmonic Capital, LLC1 clientsAsset manager
       No custodian reported
       +00% 1 yr$13M
16261. 16261
       South Ocean Management LTD.Wanchai, Hong Kong · 19 clientsWealth manager
       Canacord Genuity Wealth 100%
       +00% 1 yr$13M
16262. 16262
       Sparx Asia Investment Advisors LimitedWanchai, Hong Kong · 2 clientsPrivate fund adviserAffiliated broker-dealerSparx Asset Management Co., LTD.
       No custodian reported
       +00% 1 yr$13M
16263. 16263
       PEO Partners, LLCNew York, NY · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$13M
16264. 16264
       Argos Global Advisors, LLCSanta Barbara, CA · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$13M
16265. 16265
       Private Capital Asset Management LLCDarien, CT · 8 clientsWealth manager
       Pershing 100%
       +00% 1 yr$13M
16266. 16266
       D.A.C. Davis Investment Counsel, Inc.Toronto, Ontario, Canada · 11 clientsWealth manager
       Nbin 78%UBS 22%
       +00% 1 yr$13M
16267. 16267
       G-Legion, LLCChicago, IL · 1 clientsAsset managerHybridG.distributors, LLC, G.research, LLC
       No custodian reported
       +00% 1 yr$13M
16268. 16268
       Ivy Invest CorporationSan Francisco, CA · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$13M
16269. 16269
       Alpha Blue Capital1 clientsAsset manager
       No custodian reported
       +00% 1 yr$13M
16270. 16270
       New West Asset Management19 clientsPrivate fund adviser
       Schwab 100%
       +00% 1 yr$13M
16271. 16271
       Lobnek Wealth Management Inc.Geneva, Switzerland · 12 clientsWealth manager
       Bank Vontobel AG 100%
       +00% 1 yr$12M
16272. 16272
       MoneylionNew York, NY · 732,776 clientsWealth managerPublic-company ownedHybridMoneylion Securities LLC
       Drivewealth 100%
       +00% 1 yr$12M
16273. 16273
       Tripacific Capital Advisors, LLCIrvine, CA · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$12M
16274. 16274
       Fundamental Investment Services, LLC1 clientsWealth managerHybrid
       No custodian reported
       +00% 1 yr$12M
16275. 16275
       Lendingrobot611 clientsWealth managerAffiliated broker-dealerLime Trading Corp, clears through Axos Clearing, Vision Financial Markets, Wedbush
       No custodian reported
       +00% 1 yr$12M
16276. 16276
       Palos Management Inc.Montreal, Quebec, Canada · 8 clientsWealth manager
       Schwab 100%
       +00% 1 yr$12M
16277. 16277
       Mkam ETF LLCLas Vegas, NV · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$12M
16278. 16278
       Value Trend Capital Management LPEl Cajon, CA · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$12M
16279. 16279
       Balance Cash Management Inc.San Francisco, CA · 52 clientsAsset manager
       Apex Fintech 74%Bivo Financial 26%
       +00% 1 yr$12M
16280. 16280
       Directional Financial ServicesSeattle, WA · 34 clientsWealth manager
       Schwab 100%
       +00% 1 yr$11M