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

3801. 3801
      Goanna Capital Management LLC57 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.9B
3802. 3802
      McDonald Capital Investors IncOrinda, CA · 90 clientsWealth manager
      RBC 61%
      +00% 1 yr$1.9B
3803. 3803
      Monashee Investment Management, LLCBoston, MA · 5 clientsAsset manager
      Goldman Sachs 45%J.P. Morgan 30%Morgan Stanley 25%
      +00% 1 yr$1.9B
3804. 3804
      Tiger Pacific Capital LPNew York, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.9B
3805. 3805
      Griffis Residential Investment AdvisorGreenwood Village, CO · 20 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.9B
3806. 3806
      IGP Industries, LLCSan Francisco, CA · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.9B
3807. 3807
      Colonial Trust Advisors, Inc.Spartanburg, SC · 958 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.9B
3808. 3808
      Willis Johnson WealthHouston, TX · 578 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.9B
3809. 3809
      Tide Cycle Resources LLCPortsmouth, NH · 1 clientsWealth manager
      Vanguard 100%
      +00% 1 yr$1.9B
3810. 3810
      Coller EQTNew York, NY · 2 clientsAsset managerHybridEQT Partners BD, LLC
      No custodian reported
      +00% 1 yr$1.8B
3811. 3811
      CSM Capital CorporationNew York, NY · 55 clientsAsset manager
      Pershing 100%
      +00% 1 yr$1.8B
3812. 3812
      REX Advisers, LLCFairfield, CT · 20 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$1.8B
3813. 3813
      Granite Investment Partners, LLCEl Segundo, CA · 489 clientsWealth manager
      Schwab 42%Northern Trust 41%
      +00% 1 yr$1.8B
3814. 3814
      Collaborative Fund Management LLCNew York, NY · 30 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.8B
3815. 3815
      Rockbridge Growth Equity Management, L.P.Detroit, MI · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.8B
3816. 3816
      RIA AdvisorsHouston, TX · 1,367 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.8B
3817. 3817
      Snowhawk LPNew York, NY · 11 clientsPrivate fund adviserAffiliated broker-dealer
      No custodian reported
      +00% 1 yr$1.8B
3818. 3818
      Kanawha Capital Management, LLCRichmond, VA · 572 clientsWealth managerAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
      Schwab 100%
      +00% 1 yr$1.8B
3819. 3819
      Palisades Hudson Asset Management, L.P.Fort Lauderdale, FL · 151 clientsWealth manager
      Schwab 46%Goldman Sachs 30%Fidelity 24%
      +00% 1 yr$1.8B
3820. 3820
      Lightbay CapitalLos Angeles, CA · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.8B
3821. 3821
      Rockbridge Investment Management, LLCSyracuse, NY · 1,587 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.8B
3822. 3822
      Azzad Asset Management, Inc.Falls Church, VA · 1,543 clientsWealth manager
      Goldman Sachs 85%
      +00% 1 yr$1.8B
3823. 3823
      Silver Oak Services Partners,llcEvanston, IL · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.8B
3824. 3824
      Impactive Capital LPNew York, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.8B
3825. 3825
      Coalesce Capital Management LLCNew York, NY · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.8B
3826. 3826
      Old Orchard Capital Management LPNew York, NY · 5 clientsPrivate fund adviser
      BNY 68%U.S. Bank 32%
      +00% 1 yr$1.8B
3827. 3827
      Independence Square Holdings, LLCKing of Prussia, PA · 2,648 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$1.8B
3828. 3828
      A&m Private Wealth Partners, LLCWest Palm Beach, FL · 43 clientsWealth managerAffiliated broker-dealer
      Fidelity 100%
      +00% 1 yr$1.8B
3829. 3829
      The Molpus Woodlands Group, LLCRidgeland, MS · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.8B
3830. 3830
      Aristotle Capital Boston, LLCBoston, MA · 94 clientsAsset managerHybrid
      Northern Trust 70%State Street 30%
      +00% 1 yr$1.8B
3831. 3831
      Cloverlay Investment Management, LLCConshohocken, PA · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.8B
3832. 3832
      White Oak Partners Investment Advisor, LLCWesterville, OH · 9 clientsPrivate fund adviserHybridWobd, LLC
      No custodian reported
      +00% 1 yr$1.8B
3833. 3833
      D2 Asset ManagementDallas, TX · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.8B
3834. 3834
      Helix Partners Management LPNew York, NY · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.8B
3835. 3835
      Berman McAleerTimonium, MD · 649 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$1.8B
3836. 3836
      Cacti Asset Management, LLC43 clientsAsset manager
      U.S. Bank 55%Pershing 36%
      +00% 1 yr$1.8B
3837. 3837
      Heitman Real Estate Securities LLCChicago, IL · 23 clientsAsset managerHybridHeitman International Real Estate Securities PTY Limited, Heitman Securities LLC
      State Street 49%Northern Trust 27%
      +00% 1 yr$1.8B
3838. 3838
      Gordian Capital Japan LimitedTokyo, Japan · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.8B
3839. 3839
      Ridgewood InfrastructureNew York, NY · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.8B
3840. 3840
      Parafi Capital LPNew York, NY · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.8B