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

15881. 15881
       Oberweis Asset Management (hong Kong) LimitedCentral, Hong Kong · 1 clientsAsset managerAffiliated broker-dealerOberweis Securities, Inc.
       No custodian reported
       +00% 1 yr$52M
15882. 15882
       Anchor Bay Private Wealth LLCCarlsbad, CA · 59 clientsWealth managerHybridAnchor Bay Securities, LLC
       Schwab 100%
       +00% 1 yr$52M
15883. 15883
       Stash Wealth, LLCNew York, NY · 174 clientsWealth manager
       Apex Fintech 100%
       +00% 1 yr$52M
15884. 15884
       PurevestStaten Island, NY · 91 clientsWealth manager
       Schwab 100%
       +00% 1 yr$52M
15885. 15885
       Sfumato Capital Management LLCNew York, NY · 3 clientsPrivate fund adviser
       Wells Fargo 52%Fidelity 48%
       +00% 1 yr$51M
15886. 15886
       AlooolaKingston, NJ · 457 clientsAsset managerHybridGlen Eagle Wealth, LLC, clears through National Financial Services (Fidelity), Pershing
       No custodian reported
       +00% 1 yr$51M
15887. 15887
       Legado Wealth Management LLCNew York, NY · 75 clientsWealth manager
       No custodian reported
       +00% 1 yr$51M
15888. 15888
       Bpbi LLCNew York, NY · 8 clientsWealth manager
       UBS 86%
       +00% 1 yr$51M
15889. 15889
       Seaway AdvisorsFairport, NY · 94 clientsWealth manager
       Schwab 100%
       +00% 1 yr$51M
15890. 15890
       Endicott GroupNew York, NY · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$51M
15891. 15891
       Summer Creek Wealth Management, LLC51 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$51M
15892. 15892
       Carosa, Stanton & Depaolo Asset Management, LLCMendon, NY · 27 clientsWealth manager
       Schwab 100%
       +00% 1 yr$51M
15893. 15893
       Sabbia Faro Wealth Management LLC18 clientsWealth manager
       Schwab 100%
       +00% 1 yr$51M
15894. 15894
       Piano Wealth ManagementVictor, NY · 49 clientsAsset manager
       Interactive Brokers 100%
       +00% 1 yr$51M
15895. 15895
       Personal Asset Strategies, Inc.Westbury, NY · 41 clientsBroker-dealer firm
       No custodian reported
       +00% 1 yr$51M
15896. 15896
       Rise North Capital Investment AdvisorsBraintree, MA · 408 clientsWealth manager
       Schwab 98%
       +00% 1 yr$51M
15897. 15897
       Golden Eagle Strategies, LLCDelray Beach, FL · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$51M
15898. 15898
       Plettenberg Capital Management, LLCNew York, NY · 8 clientsPrivate fund adviser
       Clear Street 100%
       +00% 1 yr$51M
15899. 15899
       Entrepreneurshares LLCBoston, MA · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$50M
15900. 15900
       Portfolio Strategies IncTacoma, WA · 289 clientsWealth manager
       Schwab 73%Axos 27%
       +00% 1 yr$50M
15901. 15901
       SPP Credit Advisors II LLC2 clientsPrivate fund adviserHybridSPP Capital Partners, LLC
       No custodian reported
       +00% 1 yr$50M
15902. 15902
       Silver Capital Management, LLC42 clientsWealth manager
       Pershing 100%
       +00% 1 yr$50M
15903. 15903
       One68 Global Capital, LLCNew York, NY · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$50M
15904. 15904
       Foxpath Capital Partners LPNew York, NY · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$50M
15905. 15905
       Pamalican Asset Management LimitedHong Kong, Hong Kong · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$50M
15906. 15906
       Toccata CapitalAsset manager
       State Street 100%
       +00% 1 yr$50M
15907. 15907
       DV Capital Management, LLC22 clientsWealth manager
       No custodian reported
       +00% 1 yr$50M
15908. 15908
       Altai Capital Management, L.P.1 clientsWealth manager
       Goldman Sachs 39%Morgan Stanley 33%Schwab 27%
       +00% 1 yr$50M
15909. 15909
       Boundary Creek Advisors LP6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$50M
15910. 15910
       Albright Capital Management LPArlington, VA · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$50M
15911. 15911
       Bancreek Capital Management, LPSanta Monica, CA · 1 clientsAsset manager
       J.P. Morgan 100%
       +00% 1 yr$49M
15912. 15912
       Arène Capital Management LPNew York, NY · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$49M
15913. 15913
       ARM Financial LLC60 clientsWealth manager
       Interactive Brokers 100%
       +00% 1 yr$49M
15914. 15914
       Webull Advisors LLCSt Petersburg, FL · 28,867 clientsWealth managerWrap sponsorHybridWebull Financial LLC, Webull Securities Limited
       Webull Financial 100%
       +00% 1 yr$49M
15915. 15915
       Alexander Beard (USA) Inc.Ellesmere Port, Cheshire, United Kingdom · 75 clientsWealth manager
       Novia Global Limited 72%Dentons Pension Management LTD 28%
       +00% 1 yr$49M
15916. 15916
       Hudson CompaniesPearl River, NY · 172 clientsWealth manager
       LPL Financial 100%
       +00% 1 yr$49M
15917. 15917
       KPC Terrapin Group LLCNew York, NY · 23 clientsWealth manager
       Schwab 61%Pershing 39%
       +00% 1 yr$49M
15918. 15918
       Swarthmore Asset Management LTDNew York, NY · 25 clientsWealth manager
       Schwab 100%
       +00% 1 yr$49M
15919. 15919
       Krane Capital Management, LLCNew York, NY · 3 clientsPrivate fund adviserHybrid
       No custodian reported
       +00% 1 yr$48M
15920. 15920
       Aventura Capital Management, LLCBoca Raton, FL · 126 clientsWealth managerHybridAventura Securities, LLC
       No custodian reported
       +00% 1 yr$48M