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

5481. 5481
      Hexagon Capital Partners, LLCRogers, AR · 445 clientsWealth manager
      Schwab 100%
      +00% 1 yr$965M
5482. 5482
      Curiam Capital LLCNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$965M
5483. 5483
      Brookwood Advisors, LLCBeverly, MA · 6 clientsPrivate fund adviserHybridBrookwood Securities Partners, LLC
      No custodian reported
      +00% 1 yr$964M
5484. 5484
      Revival Healthcare Capital LLCAustin, TX · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$964M
5485. 5485
      Grace & White, IncNew York, NY · 187 clientsWealth manager
      Tocqueville Securities L.P. 63%Butterfield Trust (bermuda) Limited 23%
      +00% 1 yr$964M
5486. 5486
      Zenith AMParis, France · 53 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$964M
5487. 5487
      AMI Investment Management IncKendallville, IN · 315 clientsAsset manager
      Schwab 100%
      +00% 1 yr$964M
5488. 5488
      Boone Capital Management LLCAtlanta, GA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$963M
5489. 5489
      Bison Capital Asset Management, LLCSanta Monica, CA · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$962M
5490. 5490
      Partners for GrowthTiburon, CA · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$962M
5491. 5491
      Cache Advisors LLCSan Francisco, CA · 7 clientsPrivate fund adviserHybridCache Securities LLC
      No custodian reported
      +00% 1 yr$962M
5492. 5492
      Intelligent Wealth Solutions LLCAustin, TX · 3,156 clientsWealth manager
      Fidelity Distributors Company 65%Schwab 35%
      +00% 1 yr$961M
5493. 5493
      White DeerHouston, TX · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$961M
5494. 5494
      Folium Capital LPBurlington, MA · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$960M
5495. 5495
      Tranquility Partners, LLCBrentwood, TN · 259 clientsWealth manager
      Fidelity 89%
      +00% 1 yr$960M
5496. 5496
      Clearlist Capital LLCNew York, NY · 4 clientsPrivate fund adviserHybridClearlist LLC, Clearlist Securities LLC
      No custodian reported
      +00% 1 yr$960M
5497. 5497
      Kingdon Capital Management, L.L.C.New York, NY · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$960M
5498. 5498
      Swander Pace CapitalBedminster, NJ · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$960M
5499. 5499
      Roehl & YI Investment Advisors, LLCEugene, OR · 500 clientsWealth managerWrap sponsor
      Schwab 55%Pershing 45%
      +00% 1 yr$959M
5500. 5500
      Militia Capital Management, LLCAustin, TX · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$959M
5501. 5501
      Leonard Rickey Investment Advisors, P.L.L.C.Yakima, WA · 1,102 clientsWealth manager
      Schwab 100%
      +00% 1 yr$958M
5502. 5502
      Cortland Associates IncSt. Louis, MO · 387 clientsWealth manager
      Schwab 86%
      +00% 1 yr$958M
5503. 5503
      EOS Management, L.P.New York, NY · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$957M
5504. 5504
      Corsair Capital Management, L.P.New York, NY · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$957M
5505. 5505
      Comvest Credit Managers, LLCWest Palm Beach, FL · 3 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$957M
5506. 5506
      VCC Advisors, LLCNew York, NY · 1 clientsAsset managerAffiliated broker-dealerMAN Investments Inc.
      No custodian reported
      +00% 1 yr$957M
5507. 5507
      Pioneer Family Office, LLCNorth Miami Beach, FL · 170 clientsAsset manager
      Morgan Stanley 68%Bank Julius BAR & Co.ag 32%
      +00% 1 yr$957M
5508. 5508
      MBR FinancialHouston, TX · 480 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$956M
5509. 5509
      Focus Investment Advisors, IncSolana Beach, CA · 36 clientsAsset managerHybrid
      LPL Financial 100%
      +00% 1 yr$956M
5510. 5510
      Rudius Management, L.P.New York, NY · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$956M
5511. 5511
      Thorntree Capital Partners LPBoston, MA · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$955M
5512. 5512
      Foresight Global Investors, Inc.Purchase, NY · 17 clientsAsset manager
      State Street 52%J.P. Morgan 27%
      +00% 1 yr$955M
5513. 5513
      Buoyant Capital Private LimitedMumbai, India · 7,182 clientsWealth manager
      Hdfc Bank 100%
      +00% 1 yr$955M
5514. 5514
      Cdam (UK) LTDLondon, United Kingdom · 1 clientsAsset manager
      Northern Trust 56%BNY 44%
      +00% 1 yr$954M
5515. 5515
      Tarbox Family Office, Inc.Newport Beach, CA · 230 clientsWealth manager
      Schwab 100%
      +00% 1 yr$954M
5516. 5516
      Arvin Capital Management LPAustin, TX · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$953M
5517. 5517
      Slow Capital, Inc.Greenbrae, CA · 100 clientsAsset manager
      Fidelity 64%Schwab 22%
      +00% 1 yr$953M
5518. 5518
      Builder Investment GroupAtlanta, GA · 185 clientsWealth manager
      Schwab 84%
      +00% 1 yr$953M
5519. 5519
      Ondo Capital Management LLCGreenwich, CT · 1 clientsPrivate fund adviserHybridOasis Pro Markets LLC
      No custodian reported
      +00% 1 yr$953M
5520. 5520
      D.B. Root & Company, LLCPittsburgh, PA · 777 clientsWealth manager
      Schwab 100%
      +00% 1 yr$952M