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

6561. 6561
      ABG ConsultantsCottonwood Heights, UT · 1,885 clientsAsset manager
      Schwab 44%Fidelity 26%
      +00% 1 yr$697M
6562. 6562
      Diesslin Group, Inc.Fort Worth, TX · 286 clientsWealth manager
      Schwab 100%
      +00% 1 yr$696M
6563. 6563
      LP Investment Management, LLCDallas, TXAsset manager
      No custodian reported
      +00% 1 yr$696M
6564. 6564
      Palo Alto Investors LPPalo Alto, CA · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$696M
6565. 6565
      Maximai Investment Partners, LLCCoral Gables, FL · 171 clientsWealth manager
      Schwab 59%Pershing 41%
      +00% 1 yr$696M
6566. 6566
      Fox RUN Management LLCGreenwich, CT · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$696M
6567. 6567
      Maltese Capital Management, LLCNew York, NY · 7 clientsPrivate fund adviser
      Morgan Stanley 100%
      +00% 1 yr$696M
6568. 6568
      Compass Capital CorporationBraintree, MA · 1,318 clientsWealth managerHybridCompass Securities Corporation
      No custodian reported
      +00% 1 yr$695M
6569. 6569
      Dream Capital Advisors, LLCLincolnshire, IL · 31 clientsWealth manager
      No custodian reported
      +00% 1 yr$695M
6570. 6570
      Wembley Strategic Advisory LLCNew York, NY · 11 clientsWealth manager
      J.P. Morgan 83%
      +00% 1 yr$695M
6571. 6571
      Optimum Quantvest CorporationDallas, TX · 13 clientsAsset manager
      PNC 69%Comerica Bank 31%
      +00% 1 yr$695M
6572. 6572
      Mayport Wealth Management152 clientsWealth manager
      Schwab 61%Fidelity 39%
      +00% 1 yr$695M
6573. 6573
      Premier Wealth Advisors, LLCSan Diego, CA · 510 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$695M
6574. 6574
      Value Holdings Management Co. LLC2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$695M
6575. 6575
      Blueshift Asset ManagementRed Bank, NJ · 7 clientsAsset manager
      Morgan Stanley 92%
      +00% 1 yr$694M
6576. 6576
      William Joseph Capital Management, Inc.Bristol, CT · 1,879 clientsWealth managerWrap sponsor
      Assetmark Trust 97%
      +00% 1 yr$694M
6577. 6577
      ICV Partners, LLCMiami, FL · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$694M
6578. 6578
      Black Swift Group, LLCBoulder, CO · 406 clientsWealth manager
      Pershing 100%
      +00% 1 yr$694M
6579. 6579
      Moneda USA, Inc.New York, NY · 3 clientsPrivate fund adviserAffiliated broker-dealer
      No custodian reported
      +00% 1 yr$694M
6580. 6580
      Cogenuity Partners, LLCSan Francisco, CA · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$694M
6581. 6581
      WMG Financial Advisors, LLCKnoxville, TN · 1,655 clientsWealth managerWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$694M
6582. 6582
      Cambridge Advisors IncOmaha, NE · 287 clientsWealth manager
      Schwab 100%
      +00% 1 yr$694M
6583. 6583
      BW & Associates, Inc.Orange, CA · 529 clientsWealth managerHybrid
      12711 N. Meridian Street 100%
      +00% 1 yr$693M
6584. 6584
      Skyoak WealthSouthfield, MI · 450 clientsWealth manager
      Schwab 100%
      +00% 1 yr$693M
6585. 6585
      Covenant Asset Management, LLCChester, NJ · 665 clientsWealth manager
      Schwab 100%
      +00% 1 yr$693M
6586. 6586
      Eichner Investment Planning, LLCCincinnati, OH · 26 clientsWealth manager
      Schwab 100%
      +00% 1 yr$692M
6587. 6587
      Madrona Financial & CpasEverett, WA · 689 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$692M
6588. 6588
      Unio Capital LLCPrinceton, NJ · 115 clientsAsset manager
      Schwab 45%Northern Trust 28%BNY 27%
      +00% 1 yr$691M
6589. 6589
      Ramsey Quantitative Systems, Inc.Louisville, KY · 3 clientsPrivate fund adviser
      SG Americas Securities 100%
      +00% 1 yr$691M
6590. 6590
      Westchester Capital Management IncOmaha, NE · 469 clientsWealth manager
      Schwab 100%
      +00% 1 yr$691M
6591. 6591
      Park Road Partners LPNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$691M
6592. 6592
      Lazari Capital Management, Inc.Burbank, CA · 968 clientsWealth managerHybridLyndhurst Securities Inc., Michael Lazari Karapetian
      Fidelity 78%
      +00% 1 yr$691M
6593. 6593
      TRP Capital Advisors V, LLCBirmingham, MI · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$691M
6594. 6594
      Brainvest Wealth Management LLCMiami, FL · 175 clientsAsset managerHybrid
      Citi 61%Pershing 39%
      +00% 1 yr$691M
6595. 6595
      Alti Wealth Management (US International), Inc.Coral Gables, FL · 37 clientsWealth managerPublic-company ownedAffiliated broker-dealerAlti Strategic Advisory (UK) Limited
      J.P. Morgan 42%Morgan Stanley 30%Citi 28%
      +00% 1 yr$691M
6596. 6596
      Sageone Investment Managers LLPPune, India · 1,113 clientsAsset manager
      Nuvama Wealth and Investment Limited 100%
      +00% 1 yr$691M
6597. 6597
      Milestone Asset Management, LLCPittsburgh, PA · 1,359 clientsWealth manager
      Schwab 100%
      +00% 1 yr$691M
6598. 6598
      Plan Group Financial, Inc.Oklahoma City, OK · 1,221 clientsWealth managerHybrid
      Schwab 70%Fidelity Distributors Company 30%
      +00% 1 yr$690M
6599. 6599
      Newpoint Real Estate Investment Management LLCNew York, NY · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$690M
6600. 6600
      West Branch Capital LLCAmherst, MA · 372 clientsWealth manager
      Fidelity 78%Schwab 22%
      +00% 1 yr$690M