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

5841. 5841
      Greenrock Research, Inc.Chicago, IL · 25 clientsAsset manager
      No custodian reported
      +00% 1 yr$864M
5842. 5842
      Lloyd Capital LLCKilchberg, Switzerland · 16 clientsPrivate fund adviser
      J.P. Morgan 100%
      +00% 1 yr$863M
5843. 5843
      Cartesian Capital GroupNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$863M
5844. 5844
      Ativo Capital Management, LLCChicago, IL · 17 clientsAsset manager
      Northern Trust 52%State Street 48%
      +00% 1 yr$863M
5845. 5845
      Arc Capital PartnersLos Angeles, CA · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$862M
5846. 5846
      Gill Capital PartnersDenver, CO · 481 clientsBroker-dealer firmHybrid
      Schwab 100%
      +00% 1 yr$862M
5847. 5847
      GSG Advisors LLCMount Laurel, NJ · 183 clientsWealth manager
      No custodian reported
      +00% 1 yr$862M
5848. 5848
      McMill CPA and AdvisorsNorfolk, NE · 5,656 clientsWealth manager
      Schwab 100%
      +00% 1 yr$862M
5849. 5849
      Front Street Capital Management, Inc.Missoula, MT · 1,208 clientsWealth manager
      SEI 80%
      +00% 1 yr$862M
5850. 5850
      The High Net Worth Advisory Group, LLCNaples, FL · 426 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$862M
5851. 5851
      Meridian Investment AdvisorsLittle Rock, AR · 233 clientsAsset manager
      Schwab 65%
      +00% 1 yr$862M
5852. 5852
      Halle Capital Management LPNew York, NY · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$862M
5853. 5853
      Elite Wealth Management, Inc.Kirkland, WA · 469 clientsWealth manager
      Interactive Brokers 54%Schwab 46%
      +00% 1 yr$861M
5854. 5854
      Keystone Private WealthPalm Desert, CA · 635 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$861M
5855. 5855
      Eagle's View Capital Management LLCNew York, NY · 28 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$860M
5856. 5856
      Invesco Private Capital, Inc.New York, NY · 8 clientsPrivate fund adviserHybridInvesco Capital Markets, Inc., Invesco Distributors, Inc.
      No custodian reported
      +00% 1 yr$860M
5857. 5857
      1confirmationIncline Village, NV · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$860M
5858. 5858
      Atlas Private Wealth AdvisorsRed Bank, NJ · 1,223 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$860M
5859. 5859
      Wealthcare Investment Partners LLCPortsmouth, RI · 1,853 clientsWealth managerWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$860M
5860. 5860
      Probity Advisors, Inc.Dallas, TX · 567 clientsWealth managerHybrid
      Fidelity 79%
      +00% 1 yr$859M
5861. 5861
      Cannae Portfolio Advisors, LLCStamford, CT · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$859M
5862. 5862
      J.H. Whitney Capital Partners, LLCNew Canaan, CT · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$859M
5863. 5863
      Sengu Capital LimitedHong Kong, Hong Kong · 7 clientsAsset manager
      Morgan Stanley 55%Barclays 22%
      +00% 1 yr$859M
5864. 5864
      Pinney & Scofield, Inc.Cambridge, MA · 295 clientsWealth manager
      Schwab 100%
      +00% 1 yr$859M
5865. 5865
      Bridgeinvest LLCMiami, FL · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$859M
5866. 5866
      Cambient Family Office, LLCAda, MI · 198 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$858M
5867. 5867
      Alliance Consumer Growth, LLCNew York, NY · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$858M
5868. 5868
      Virgo Investment Group LLCBurlingame, CA · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$857M
5869. 5869
      Saddle Point Management, L.P.New York, NY · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$857M
5870. 5870
      Delta Investment Management, LLCSan Francisco, CA · 1,099 clientsWealth manager
      Schwab 100%
      +00% 1 yr$857M
5871. 5871
      Grey Rock Management Partners IV, LLCDallas, TX · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$857M
5872. 5872
      Blume Capital Management, Inc.Berkeley, CA · 242 clientsWealth manager
      Schwab 100%
      +00% 1 yr$857M
5873. 5873
      Arosa Capital Management LPMiami Beach, FL · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$857M
5874. 5874
      GFO Asset Management, LLCMiami Beach, FL · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$856M
5875. 5875
      Cpmg, Inc.Dallas, TX · 26 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$856M
5876. 5876
      Politan Capital Management3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$856M
5877. 5877
      Radnor Capital Management, LLCWayne, PA · 192 clientsWealth manager
      Schwab 47%PNC Wealth Management 42%
      +00% 1 yr$855M
5878. 5878
      Rossby Financial, LLCMelbourne, FL · 3,910 clientsWealth managerWrap sponsorHybrid
      No custodian reported
      +00% 1 yr$855M
5879. 5879
      Estuary Capital Management LPWayzata, MN · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$854M
5880. 5880
      Neman Ventures LLC18 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$854M