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

601. 601
     Pacific Way Capital Management, LLCNew York, NY · 11 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$34B
602. 602
     Allworth Financial, L.P.Folsom, CA · 29,297 clientsWealth managerWrap sponsorHybridHanson McClain Retirement Network, LLC
     Schwab 62%Fidelity 38%
     +00% 1 yr$34B
603. 603
     Sona Asset Management (US) LLCNew York, NY · 20 clientsPrivate fund adviser
     Goldman Sachs 39%Barclays Bank PLC 32%BNP Paribas, London Branch 27%
     +00% 1 yr$33B
604. 604
     BNY Mellon Advisors, Inc.New York, NY · 125,701 clientsWealth managerBank-affiliatedHybridBNY Mellon Asset Management Canada LTD., BNY Mellon Capital Markets, LLC, clears through Pershing
     Pershing 100%
     +00% 1 yr$33B
605. 605
     ECPSummit, NJ · 64 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$33B
606. 606
     D. E. Shaw Investment Management, L.L.C.New York, NY · 23 clientsPrivate fund adviserHybridD. E. Shaw & Co. (asia Pacific) Limited, D. E. Shaw & Co. (london), LLP
     State Street 80%
     +00% 1 yr$33B
607. 607
     Redding Ridge Asset Management LLCNew York, NY · 85 clientsPrivate fund adviserHybrid
     State Street 100%
     +00% 1 yr$33B
608. 608
     The Putnam Advisory Company, LLCBoston, MA · 91 clientsPrivate fund adviserAffiliated broker-dealerClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
     State Street 81%
     +00% 1 yr$33B
609. 609
     Brigade Capital Management, LPNew York, NY · 111 clientsPrivate fund adviser
     BNY 41%State Street 33%Goldman Sachs 26%
     +00% 1 yr$33B
610. 610
     The Variable Annuity Life Insurance CompanyHouston, TX · 36 clientsAsset managerHybridCorebridge Capital Services, Inc., Valic Financial Advisors, Inc.
     No custodian reported
     +00% 1 yr$33B
611. 611
     First Sentier Investors (hong Kong) LimitedHong Kong, Hong Kong · 28 clientsPrivate fund adviserAffiliated broker-dealer
     No custodian reported
     +00% 1 yr$33B
612. 612
     26northNew York, NY · 62 clientsPrivate fund adviser
     J.P. Morgan 51%BNY 30%
     +00% 1 yr$33B
613. 613
     Fidelity Management & Research (hong Kong) LimitedHong Kong, Hong Kong · 26 clientsAsset managerAffiliated broker-dealerDigital Brokerage Services LLC, Fidelity Brokerage Services LLC, clears through National Financial Services (Fidelity)
     State Street 100%
     +00% 1 yr$33B
614. 614
     Morrison US, LLCWellington, New Zealand · 10 clientsAsset managerHybrid
     No custodian reported
     +00% 1 yr$33B
615. 615
     Ares Commercial Real Estate Management LLCLOS Angeles, CA · 10 clientsPrivate fund adviserHybridAres Management Capital Markets LLC, Aspida Financial Distributors, LLC
     Wells Fargo 100%
     +00% 1 yr$32B
616. 616
     ADP Strategic Plan Services, LLCRoseland, NJ · 110,773 clientsAsset managerHybridADP Broker-Dealer, Inc.
     ADP Retirement Trust Services 100%
     +00% 1 yr$32B
617. 617
     Jain Global LLCNew York, NY · 8 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$32B
618. 618
     SVB Asset ManagementSAN Francisco, CA · 458 clientsAsset managerAffiliated broker-dealerFirst Citizens Capital Securities, LLC, First Citizens Investor Services, Inc.
     U.S. Bank 100%
     +00% 1 yr$32B
619. 619
     Sequoia Financial Group, L.L.C.Akron, OH · 11,218 clientsWealth managerHybrid
     Schwab 67%Fidelity 33%
     +00% 1 yr$32B
620. 620
     Research AffiliatesNewport Beach, CA · 32 clientsAsset manager
     No custodian reported
     +00% 1 yr$32B
621. 621
     Harding Loevner LPBridgewater, NJ · 3,876 clientsAsset managerHybridSEE Schedule D - Miscellaneous
     Northern Trust 64%
     +00% 1 yr$32B
622. 622
     Eagle Strategies LLCNew York, NY · 133,900 clientsWealth managerWrap sponsorHybridNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)
     Fidelity 100%
     +00% 1 yr$32B
623. 623
     First Pacific Advisors, LPEL Segundo, CA · 42 clientsAsset managerHybrid
     Northern Trust 44%BNY 30%
     +00% 1 yr$32B
624. 624
     Magnetar Financial LLCEvanston, IL · 67 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$32B
625. 625
     Twentyfour Asset Management LLPLondon, United Kingdom · 35 clientsPrivate fund adviser
     State Street 100%
     +00% 1 yr$32B
626. 626
     Goldman Sachs Wealth Services, L.P.Cohoes, NY · 117,699 clientsWealth managerBank-affiliatedHybridGoldman Sachs & Co. LLC, Goldman Sachs Financial Markets, L.P.
     Goldman Sachs 83%
     +00% 1 yr$32B
627. 627
     Luther King Capital Management CorporationFort Worth, TX · 3,526 clientsAsset managerHybrid
     Schwab 79%
     +00% 1 yr$32B
628. 628
     Constellation Investments, Inc.Montgomery, OH · 14 clientsAsset managerHybridAugustar Distributors, Inc., The O.N. Equity Sales Company, clears through Pershing
     U.S. Bank 100%
     +00% 1 yr$31B
629. 629
     Brigade Capital UK LLPLondon, United Kingdom · 1 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$31B
630. 630
     Invesco Managed Accounts, LLCSeattle, WA · 17,443 clientsAsset managerHybridInvesco CLO Equity Fund 5, L.P., Invesco Capital Markets, Inc.
     Morgan Stanley 44%UBS 33%Fidelity 23%
     +00% 1 yr$31B
631. 631
     Muzinich & Co., Inc.New York, NY · 77 clientsPrivate fund adviserHybridMuzinich & Co. (ireland) Limited, Muzinich & Co. (singapore) PTE. Limited
     HSBC Securities Services 64%Zurcher Kantonalbank 36%
     +00% 1 yr$31B
632. 632
     Touchstone Advisors IncCincinnati, OH · 40 clientsAsset managerHybridTouchstone Securities, LLC, W&s Brokerage Services, Inc.
     No custodian reported
     +00% 1 yr$31B
633. 633
     BC Partners PE L.P.New York, NY · 4 clientsPrivate fund adviserHybridBC Partners Securities LLC
     No custodian reported
     +00% 1 yr$31B
634. 634
     Tiedemann Advisors, LLCNew York, NY · 461 clientsWealth managerPublic-company ownedAffiliated broker-dealer
     Fidelity 70%
     +00% 1 yr$31B
635. 635
     L CattertonGreenwich, CT · 88 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$31B
636. 636
     Allspring Global Investments (UK) LimitedLondon, United Kingdom · 8 clientsAsset managerAffiliated broker-dealer
     Northern Trust 75%BNY 25%
     +00% 1 yr$31B
637. 637
     TJC LPNew York, NY · 48 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$31B
638. 638
     Blackrock International LimitedEdinburgh, United Kingdom · 34 clientsAsset managerHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services
     Northern Trust 59%J.P. Morgan 34%
     +00% 1 yr$31B
639. 639
     Blackstone CLO Management LLCNew York, NY · 78 clientsPrivate fund adviserHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
     No custodian reported
     +00% 1 yr$31B
640. 640
     Ptma Investment AdvisorsNaperville, IL · 161 clientsPrivate fund adviserHybridPMA Securities, LLC
     U.S. Bank 78%UMB Bank 22%
     +00% 1 yr$31B