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

7881. 7881
      Sellaronda Global Management LPNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$493M
7882. 7882
      HFM Investment Advisors, Inc.220 clientsWealth manager
      Schwab 100%
      +00% 1 yr$493M
7883. 7883
      UAS Asset ManagementNew York, NY · 361 clientsWealth manager
      Pershing 100%
      +00% 1 yr$493M
7884. 7884
      Manteio Capital LLCJersey City, NJ · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$493M
7885. 7885
      Graham PartnersAsheville, NC · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$493M
7886. 7886
      Symmetry Capital Advisors LLCDallas, TX · 72 clientsWealth manager
      Schwab 100%
      +00% 1 yr$493M
7887. 7887
      Basin OIL and GAS Management, LPFort Worth, TX · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$493M
7888. 7888
      Carr's Hill PartnersNew Orleans, LA · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$493M
7889. 7889
      True North Management Group, LLCStamford, CT · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$493M
7890. 7890
      Mastodon Advisory GroupAsset managerHybrid
      Fidelity 100%
      +00% 1 yr$492M
7891. 7891
      Engle Capital Management, L.P.Greenwich, CT · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$492M
7892. 7892
      Fusion Capital, LLCMt. Pleasant, SC · 700 clientsWealth manager
      Schwab 100%
      +00% 1 yr$492M
7893. 7893
      Hungerford Financial LLCGrand Rapids, MI · 349 clientsWealth managerHybridThomas Price
      Schwab 100%
      +00% 1 yr$492M
7894. 7894
      RPD Fund Management LLC9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$492M
7895. 7895
      Lifewise Wealth AdvisorsChampaign, IL · 433 clientsWealth manager
      No custodian reported
      +00% 1 yr$492M
7896. 7896
      Brick & Kyle Associates IncNewtown, PA · 427 clientsWealth manager
      No custodian reported
      +00% 1 yr$492M
7897. 7897
      Tyler Street CapitalPlymouth, MA · 13 clientsWealth manager
      Schwab 100%
      +00% 1 yr$492M
7898. 7898
      Atwater Capital, LLCLos Angeles, CA · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$491M
7899. 7899
      Inflection Financial92 clientsAsset manager
      Schwab 49%Fidelity 36%
      +00% 1 yr$491M
7900. 7900
      Paces Ferry Wealth Advisors, LLCAtlanta, GA · 219 clientsWealth manager
      Schwab 100%
      +00% 1 yr$491M
7901. 7901
      Permit Capital, LLCWest Conshohocken, PA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$491M
7902. 7902
      Victor Capital PartnersNew York, NY · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$491M
7903. 7903
      Maryland Capital Advisors, Inc.Chester, MD · 190 clientsWealth manager
      Schwab 74%Fidelity 26%
      +00% 1 yr$491M
7904. 7904
      Whitcomb & Hess, Inc.Ashland, OH · 1,368 clientsWealth manager
      Schwab 100%
      +00% 1 yr$491M
7905. 7905
      Quantum Capital GroupHouston, TX · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$491M
7906. 7906
      Redstone Advisors IncWichita, KS · 109 clientsWealth manager
      Schwab 100%
      +00% 1 yr$491M
7907. 7907
      The Life Wealth GroupWinter Garden, FL · 544 clientsWealth managerHybrid
      Fidelity 99%
      +00% 1 yr$491M
7908. 7908
      Samalin WealthChappaqua, NY · 544 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$491M
7909. 7909
      Cypress Financial PlanningHaddon Heights, NJ · 432 clientsWealth manager
      Schwab 100%
      +00% 1 yr$490M
7910. 7910
      Synergy Fund Management Group LimitedCentral, Hong Kong · 10 clientsPrivate fund adviser
      BNY 70%Pictet & CIE (europe) S.A. 30%
      +00% 1 yr$490M
7911. 7911
      Cook Pine Capital LLCGreenwich, CT · 5 clientsPrivate fund adviserHybridCook Pine Securities LLC
      US Bancorp 100%
      +00% 1 yr$490M
7912. 7912
      TIM Looney Investments, LLCLongwood, FL · 505 clientsWealth manager
      Schwab 100%
      +00% 1 yr$490M
7913. 7913
      Fourpoints Investment Managers S.a.sParis, France · 467 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$490M
7914. 7914
      Daher Capital Group, LLCJupiter, FL · 23 clientsAsset manager
      No custodian reported
      +00% 1 yr$490M
7915. 7915
      Hillcrest Credit and Income Fund II Manager, LLCNew York, NY · 3 clientsAsset manager
      No custodian reported
      +00% 1 yr$490M
7916. 7916
      Montgomery Investment Management IncRockville, MD · 108 clientsWealth managerHybrid
      Schwab 71%Merrill / Bank of America 29%
      +00% 1 yr$490M
7917. 7917
      Marquis Wealth Management GroupFort Myers, FL · 321 clientsWealth manager
      Schwab 83%
      +00% 1 yr$489M
7918. 7918
      Iron Financial LLCNorthbrook, IL · 246 clientsWealth manager
      Schwab 100%
      +00% 1 yr$489M
7919. 7919
      Ifrah Financial Services, Inc.Little Rock, AR · 598 clientsWealth manager
      No custodian reported
      +00% 1 yr$489M
7920. 7920
      Postrock Partners LLCOverland Park, KS · 34 clientsAsset manager
      Fidelity 100%
      +00% 1 yr$489M