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

7721. 7721
      Pharvision Advisers, LLCBoca Raton, FL · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$513M
7722. 7722
      Broadwing Capital Management LLCDallas, TX · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$513M
7723. 7723
      Fortwood Capital LPGreenwich, CT · 1 clientsAsset managerHybrid
      RBC 100%
      +00% 1 yr$513M
7724. 7724
      GGM Financial LLCColumbus, OH · 423 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$513M
7725. 7725
      Wakefield Wealth Management, LllpEnglewood, CO · 157 clientsWealth manager
      Schwab 77%Fidelity 23%
      +00% 1 yr$513M
7726. 7726
      Systima Capital ManagementChicago, IL · 7 clientsPrivate fund adviser
      BNY 100%
      +00% 1 yr$513M
7727. 7727
      Taylor & Morgan Asset Management, LLC D/b/a TM Advisors, LTroy, MI · 452 clientsWealth manager
      Schwab 100%
      +00% 1 yr$513M
7728. 7728
      Investment Research PartnersLemont, PA · 3 clientsAsset manager
      No custodian reported
      +00% 1 yr$512M
7729. 7729
      Cypress Point Investment Management LPMill Valley, CA · 4 clientsAsset manager
      Citi 76%Morgan Stanley 24%
      +00% 1 yr$512M
7730. 7730
      LEO Wealth Americas, LLCHurst, TX · 984 clientsWealth managerHybridLEO Brokerage, LLC
      Schwab 89%
      +00% 1 yr$512M
7731. 7731
      Venator Management LLCPittsburgh, PA · 82 clientsWealth manager
      Schwab 59%BNY 23%
      +00% 1 yr$512M
7732. 7732
      St. James Investment Advisors, LLCPort Jefferson, NY · 138 clientsAsset manager
      Schwab 100%
      +00% 1 yr$512M
7733. 7733
      Client 1st Advisory GroupDunedin, FL · 353 clientsWealth manager
      Schwab 100%
      +00% 1 yr$511M
7734. 7734
      Owner Resource Group, LLCAustin, TX · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$511M
7735. 7735
      Florek Financial, LLCDuxbury, MA · 96 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$511M
7736. 7736
      Robert L. Bender, Inc. DBA Robert Bender & AssociatesPasadena, CA · 341 clientsWealth manager
      Schwab 100%
      +00% 1 yr$511M
7737. 7737
      Shoker Investments195 clientsWealth manager
      Schwab 100%
      +00% 1 yr$511M
7738. 7738
      Fidato Wealth LLCMiddleburg Heights, OH · 303 clientsWealth manager
      Schwab 100%
      +00% 1 yr$511M
7739. 7739
      Horizon FinancialWest Henrietta, NY · 734 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$510M
7740. 7740
      Eldridge Gp1 AdvisersNew York, NY · 3 clientsPrivate fund adviserAffiliated broker-dealerJohnstone Brokerage Services, LLC, Security Distributors, LLC
      No custodian reported
      +00% 1 yr$510M
7741. 7741
      Defender CapitalCharlotte, NC · 187 clientsWealth manager
      Schwab 100%
      +00% 1 yr$510M
7742. 7742
      Chase Investment Counsel CorporationCharlottesville, VA · 132 clientsWealth manager
      U.S. Bank 56%Schwab 44%
      +00% 1 yr$510M
7743. 7743
      Madison Advisory Services, Inc.White Plains, NY · 1,102 clientsWealth managerHybrid
      SEI 100%
      +00% 1 yr$510M
7744. 7744
      Nebari Partners, LLCNew York, NY · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$510M
7745. 7745
      Aspire Private CapitalCornelius, NC · 709 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$510M
7746. 7746
      Highbrook Capital PartnersAtlanta, GA · 197 clientsWealth manager
      Schwab 100%
      +00% 1 yr$509M
7747. 7747
      Platform Wealth AdvisorsHolladay, UT · 270 clientsWealth manager
      Schwab 100%
      +00% 1 yr$509M
7748. 7748
      Mana Advisors LLCNew York, NY · 4 clientsAsset manager
      Morgan Stanley 94%
      +00% 1 yr$509M
7749. 7749
      Turnspire Capital Partners LLCNew York, NY · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$509M
7750. 7750
      Permanent Equity ManagementColumbia, MO · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$509M
7751. 7751
      Lionheart Strategic Management, LLCNew York, NY · 9 clientsAsset manager
      No custodian reported
      +00% 1 yr$509M
7752. 7752
      Taurus Private Markets, LLCWayne, PA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$509M
7753. 7753
      Dover Partners IncDayton, OH · 33 clientsAsset manager
      No custodian reported
      +00% 1 yr$509M
7754. 7754
      Pinnacle Investment AdvisorsTulsa, OK · 496 clientsWealth manager
      Schwab 100%
      +00% 1 yr$508M
7755. 7755
      &wealth PartnersBaltimore, MD · 103 clientsWealth manager
      Schwab 53%J.P. Morgan 47%
      +00% 1 yr$508M
7756. 7756
      Lavelle CapitalSan Francisco, CA · 93 clientsWealth manager
      Schwab 91%
      +00% 1 yr$508M
7757. 7757
      IBN Asset Management, LLCThousand Oaks, CA · 12 clientsAsset managerHybridInstitutional Bond Network, LLC, clears through Wedbush
      BNY 73%U.S. Bank 27%
      +00% 1 yr$508M
7758. 7758
      Quadratic Capital Management LLCGreenwich, CT · 2 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$508M
7759. 7759
      Solace Capital Partners, L.P.El Segundo, CA · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$508M
7760. 7760
      Instrumental Wealth, LLCTampa, FL · 573 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$508M