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

11001. 11001
       Venor Capital Management LPNew York, NY · 10 clientsPrivate fund adviser
       Northern Trust 100%
       +00% 1 yr$254M
11002. 11002
       Westco Advisory Services, Inc.Lynbrook, NY · 324 clientsWealth managerHybridWestco Investment Corp.
       Schwab 100%
       +00% 1 yr$254M
11003. 11003
       Canty Wealth ManagementBallston Spa, NY · 475 clientsWealth manager
       No custodian reported
       +00% 1 yr$254M
11004. 11004
       Defined Wealth Management, LLCBeaverton, OR · 154 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$254M
11005. 11005
       Addis & Hill, IncorporatedWayne, PA · 159 clientsWealth manager
       Schwab 44%Altruist 30%Pershing 26%
       +00% 1 yr$254M
11006. 11006
       Connecticut Capital Management Group, LLCMilford, CT · 115 clientsWealth manager
       Schwab 100%
       +00% 1 yr$254M
11007. 11007
       Green Alpha InvestmentsNiwot, CO · 164 clientsWealth manager
       Northern Trust 39%
       +00% 1 yr$254M
11008. 11008
       Shenandoah Energy Management, LLCHighlands Ranch, CO · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$254M
11009. 11009
       Indiano Capital ManagementRochester, NY · 53 clientsWealth manager
       RBC 39%UBS 26%
       +00% 1 yr$254M
11010. 11010
       Kalinowsky Asset Management81 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$254M
11011. 11011
       Mendon Capital Advisors CorpKey Largo, FL · 3 clientsAsset manager
       RBC 100%
       +00% 1 yr$254M
11012. 11012
       Toronado Partners LLCSan Francisco, CA · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$254M
11013. 11013
       PPS & V Asset Management Consultants IncPortage, MI · 247 clientsWealth manager
       No custodian reported
       +00% 1 yr$254M
11014. 11014
       Decatur Capital Management, Inc.Decatur, GA · 23 clientsAsset manager
       J.P. Morgan 83%
       +00% 1 yr$254M
11015. 11015
       Gate City Capital Management, LLCChicago, IL · 1 clientsAsset manager
       Interactive Brokers 100%
       +00% 1 yr$254M
11016. 11016
       Heronetta Management, L.P.New York, NY · 28 clientsWealth manager
       Morgan Stanley 58%UBS 34%
       +00% 1 yr$254M
11017. 11017
       Washburn Capital Management Inc.Vero Beach, FL · 188 clientsWealth manager
       Schwab 100%
       +00% 1 yr$254M
11018. 11018
       Clear Point Advisors, Inc.Melville, NY · 151 clientsWealth manager
       No custodian reported
       +00% 1 yr$253M
11019. 11019
       Alpha Analytics Investment Group LLCLos Angeles, CA · 68 clientsWealth manager
       No custodian reported
       +00% 1 yr$253M
11020. 11020
       Impact Capital, LLCRockville, MD · 115 clientsWealth manager
       Schwab 100%
       +00% 1 yr$253M
11021. 11021
       MHS Advisory Services, LLCMaple Grove, MN · 313 clientsWealth managerHybrid
       Pershing 75%Fidelity 25%
       +00% 1 yr$253M
11022. 11022
       Blueprint Local LLC18 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$253M
11023. 11023
       Entelechy80 clientsWealth manager
       Schwab 100%
       +00% 1 yr$253M
11024. 11024
       Maguire Investments LLCKing of Prussia, PA · 151 clientsWealth manager
       Schwab 85%
       +00% 1 yr$253M
11025. 11025
       Transcend Advisor Group, LLCMilwaukee, WI · 360 clientsWealth manager
       No custodian reported
       +00% 1 yr$253M
11026. 11026
       Pacific Wealth Strategies Group, Inc.Santa Barbara, CA · 197 clientsWealth manager
       Schwab 100%
       +00% 1 yr$253M
11027. 11027
       ABF Investment Management, LLCMiami, FL · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$253M
11028. 11028
       Sterling Retirement Group of SacramentoRoseville, CA · 515 clientsWealth manager
       TradePMR / Robinhood 100%
       +00% 1 yr$253M
11029. 11029
       Elevation Capital AdvisoryBend, OR · 631 clientsWealth manager
       Schwab 100%
       +00% 1 yr$253M
11030. 11030
       Robbins Farley LLCBedford, NH · 263 clientsWealth manager
       Schwab 100%
       +00% 1 yr$253M
11031. 11031
       Endeavor Wealth Advisors, LLCPepper Pike, OH · 177 clientsWealth manager
       Schwab 100%
       +00% 1 yr$253M
11032. 11032
       Corrado Advisors, LLCRamsey, NJ · 342 clientsWealth manager
       Schwab 100%
       +00% 1 yr$253M
11033. 11033
       Unless Management LPBoulder, CO · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$253M
11034. 11034
       Aurora Investment CounselAtlanta, GA · 65 clientsWealth manager
       Schwab 100%
       +00% 1 yr$253M
11035. 11035
       Treasure Investment Management, LLCScottsdale, AZ · 336 clientsAsset manager
       Apex Fintech 100%
       +00% 1 yr$253M
11036. 11036
       Mercury Investment GroupMemphis, TN · 101 clientsWealth manager
       Schwab 97%
       +00% 1 yr$253M
11037. 11037
       Patrick M. Sweeney & Associates, IncLibertyville, IL · 86 clientsWealth manager
       Schwab 100%
       +00% 1 yr$253M
11038. 11038
       Taylor Securities Services, Inc.Harrisburg, PA · 767 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$253M
11039. 11039
       Humphreys Capital, LLCOklahoma City, OK · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$252M
11040. 11040
       Waycross Investment Management CoBellingham, WA · 160 clientsWealth manager
       Schwab 100%
       +00% 1 yr$252M