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

5641. 5641
      Old West Investment Management, LLCLos Angeles, CA · 842 clientsPrivate fund adviser
      Schwab 60%Wells Fargo 40%
      +00% 1 yr$916M
5642. 5642
      Dome Equities, LLCNew York, NY · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$915M
5643. 5643
      Madryn Asset Management, LPNew York, NY · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$915M
5644. 5644
      Fi401k AdvisorsCentennial, CO · 305 clientsAsset managerHybrid
      MID Atlantic Trust 47%Matrix Trust 28%Reliance Trust 25%
      +00% 1 yr$915M
5645. 5645
      Strategicpoint Investment Advisors LLCProvidence, RI · 709 clientsWealth managerAffiliated broker-dealer
      Fidelity 100%
      +00% 1 yr$915M
5646. 5646
      Extract AdvisorsCalabasas, CA · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$914M
5647. 5647
      Rosemeyer Management GroupPlatteville, WI · 1,166 clientsWealth manager
      Schwab 100%
      +00% 1 yr$914M
5648. 5648
      Christopher & Co., LLCAustin, TX · 25 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$914M
5649. 5649
      McMillan Office, Inc.St. Clair Shores, MI · 453 clientsWealth manager
      RBC 100%
      +00% 1 yr$914M
5650. 5650
      Partners in Financial Planning, LLCSalem, VA · 396 clientsWealth manager
      Schwab 87%
      +00% 1 yr$914M
5651. 5651
      RFE Management CorporationWestport, CT · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$913M
5652. 5652
      Braemont CapitalDallas, TX · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$913M
5653. 5653
      System 2 Advisors, L.P.Summit, NJ · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$913M
5654. 5654
      Briaud Financial AdvisorsCollege Station, TX · 279 clientsWealth manager
      Schwab 87%
      +00% 1 yr$913M
5655. 5655
      Beverly Hills Private Wealth, LLCBeverly Hills, CA · 250 clientsWealth manager
      Goldman Sachs 100%
      +00% 1 yr$912M
5656. 5656
      Guardian Financial Partners, LLCOrange, CA · 433 clientsAsset manager
      Schwab 100%
      +00% 1 yr$912M
5657. 5657
      SG Trading Solutions, LLCBountiful, UT · 6 clientsAsset manager
      No custodian reported
      +00% 1 yr$912M
5658. 5658
      Brookfield Asset Management PIC BMG, LLCNew York, NY · 5 clientsPrivate fund adviserHybridBrookfield Advisors (hong Kong) Limited, Brookfield Australia Funds Management Limited
      No custodian reported
      +00% 1 yr$912M
5659. 5659
      Peak Wealth SolutionsPepper Pike, OH · 718 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$912M
5660. 5660
      Trubee Wealth Advisors, Inc.Buffalo, NY · 734 clientsBroker-dealer firmHybrid
      Wells Fargo 100%
      +00% 1 yr$911M
5661. 5661
      Nesteggs, Inc.Jacksonville, FL · 616 clientsAsset manager
      Schwab 100%
      +00% 1 yr$911M
5662. 5662
      Moon Capital Management LPNew York, NY · 16 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$911M
5663. 5663
      Claris Advisors, LLCSt. Louis, MO · 331 clientsWealth manager
      Schwab 79%
      +00% 1 yr$911M
5664. 5664
      Tiempo Capital PartnersMiami, FL · 65 clientsWealth manager
      J.P. Morgan 50%Fidelity 35%
      +00% 1 yr$911M
5665. 5665
      Syverson StregeWest Des Moines, IA · 528 clientsWealth manager
      Schwab 59%SEI 41%
      +00% 1 yr$911M
5666. 5666
      Constitution Capital PM, L. P.Andover, MA · 1 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$911M
5667. 5667
      Taylor Derrick Capital, L.L.C.Salt Lake City, UT · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$911M
5668. 5668
      Singer Wealth Advisors LLCBoca Raton, FL · 953 clientsWealth manager
      Schwab 100%
      +00% 1 yr$911M
5669. 5669
      Brookmont Capital ManagementDallas, TX · 65 clientsAsset manager
      Fidelity/national Financial Securities 100%
      +00% 1 yr$910M
5670. 5670
      FCA Partners, LLCCharlotte, NC · 1 clientsAsset manager
      Mmac-Fca Two 42%Folio 36%
      +00% 1 yr$910M
5671. 5671
      Strategic Planning GroupBountiful, UT · 1,622 clientsWealth manager
      Fidelity 75%Schwab 25%
      +00% 1 yr$910M
5672. 5672
      Cullen Investment GroupLafayette, LA · 611 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$910M
5673. 5673
      Clayton Wealth PartnersTopeka, KS · 753 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$910M
5674. 5674
      Covenant Wealth AdvisorsRichmond, VA · 523 clientsWealth manager
      Fidelity 54%Schwab 46%
      +00% 1 yr$910M
5675. 5675
      Dean InvestmentsBeavercreek, OH · 308 clientsAsset manager
      Fidelity 88%
      +00% 1 yr$909M
5676. 5676
      Gerald Baker Financial Group, L.l.c.dba Baker Financial ServicesArlington, TX · 482 clientsWealth managerHybridGRB Financial LLC
      Schwab 100%
      +00% 1 yr$909M
5677. 5677
      Estancia Capital Management, LLCScottsdale, AZ · 6 clientsPrivate fund adviserAffiliated broker-dealerSnowden Account Services LLC, clears through Pershing
      No custodian reported
      +00% 1 yr$908M
5678. 5678
      Darwin Ventures, LLCSandpoint, ID · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$908M
5679. 5679
      First Eagle Separate Account Management, LLCNew York, NY · 1,821 clientsAsset managerHybridFEF Distributors, LLC
      UBS 100%
      +00% 1 yr$908M
5680. 5680
      Alley CompanyLake Forest, IL · 170 clientsWealth managerAffiliated broker-dealer
      Schwab 100%
      +00% 1 yr$907M