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

1721. 1721
      Prysm Capital, L.P.Princeton, NJ · 21 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$6.9B
1722. 1722
      Smartleaf Asset Management LLCBoston, MA · 26 clientsAsset manager
      U.S. Bancorp Investments 85%
      +00% 1 yr$6.9B
1723. 1723
      Fisher\smbCarrollton, TX · 1,848 clientsAsset manager
      Ascensus 64%Empower 36%
      +00% 1 yr$6.8B
1724. 1724
      Imperial Fund Asset Management LLCFort Lauderdale, FL · 91 clientsPrivate fund adviserAffiliated broker-dealerIF Securities LLC
      Wilmington Savings Fund Society, FSB 100%
      +00% 1 yr$6.8B
1725. 1725
      Tilden Park Capital Management LPNew York, NY · 9 clientsPrivate fund adviser
      Computershare Trust Company, National Association 65%Principal Financial Group 25%
      +00% 1 yr$6.8B
1726. 1726
      Thrivent Advisor Network, LLCMinneapolis, MN · 14,732 clientsWealth managerBank-affiliatedHybridThrivent Distributors, LLC, Thrivent Investment Management Inc.
      Fidelity 83%
      +00% 1 yr$6.8B
1727. 1727
      Lmcg Investments, LLCBoston, MA · 968 clientsAsset manager
      SEI 29%Schwab 24%BNY 24%Fidelity 22%
      +00% 1 yr$6.8B
1728. 1728
      Silver Rock Capital PartnersNew York, NY · 20 clientsPrivate fund adviser
      J.P. Morgan 100%
      +00% 1 yr$6.8B
1729. 1729
      Atom Investors LPAustin, TX · 7 clientsPrivate fund adviser
      J.P. Morgan 100%
      +00% 1 yr$6.8B
1730. 1730
      First Sentier InvestorsBarangaroo, NSW, Australia · 25 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$6.8B
1731. 1731
      Focus FinancialMinneapolis, MN · 13,684 clientsWealth managerHybrid
      Schwab 65%Pershing 35%
      +00% 1 yr$6.8B
1732. 1732
      Glazer Capital, LLC.New York, NY · 4 clientsPrivate fund adviser
      UBS 25%
      +00% 1 yr$6.8B
1733. 1733
      Atairos Management, L.P.Bryn Mawr, PA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$6.8B
1734. 1734
      ARA PartnersHouston, TX · 41 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$6.8B
1735. 1735
      Lead Edge Capital Management, LLCNew York, NY · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$6.8B
1736. 1736
      Laurion Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$6.8B
1737. 1737
      Signature Investment Advisors, LLCLos Angeles, CA · 7,530 clientsWealth managerHybridSignature Estate Securities, LLC
      Schwab 70%Fidelity 30%
      +00% 1 yr$6.8B
1738. 1738
      Stafford Capital Partners LimitedLondon, United Kingdom · 29 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$6.7B
1739. 1739
      Discovery Capital Management, LLCSouth Norwalk, CT · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$6.7B
1740. 1740
      Wedbush Securities Inc.Pasadena, CA · 10,833 clientsBroker-dealer firmHybridLightspeed Financial Services Group LLC, Trigon DOM Maklerski SPA (TDM), clears through Interactive Brokers, Wedbush
      No custodian reported
      +00% 1 yr$6.7B
1741. 1741
      Manulife Investment Management Timberland and Agriculture IncBoston, MA · 20 clientsPrivate fund adviserHybridJohn Hancock Investment Management Distributors LLC, Manulife Investment Management Distributors Inc.
      Merrill / Bank of America 100%
      +00% 1 yr$6.7B
1742. 1742
      Bivium Capital Partners, LLCSan Francisco, CA · 33 clientsAsset manager
      State Street 48%Pershing 29%Northern Trust 23%
      +00% 1 yr$6.7B
1743. 1743
      Shamrock Capital Advisors, LLCLos Angeles, CA · 25 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$6.7B
1744. 1744
      The Bollard Group LLCBoston, MA · 24 clientsWealth manager
      Fidelity 41%Morgan Stanley 33%J.P. Morgan 26%
      +00% 1 yr$6.7B
1745. 1745
      Confluence Investment Management LLCSaint Louis, MO · 14,862 clientsWealth managerWrap sponsor
      Stifel, Nicolaus & Company, Incorporated 40%Wells Fargo 25%
      +00% 1 yr$6.7B
1746. 1746
      TRG Management LPNew York, NY · 43 clientsPrivate fund adviser
      Citi 100%
      +00% 1 yr$6.7B
1747. 1747
      Trutino Capital Management, LLCNew York, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$6.7B
1748. 1748
      Leeds Equity PartnersNew York, NY · 40 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$6.7B
1749. 1749
      Monroe Capital BDC Advisors, LLCChicago, IL · 3 clientsAsset manager
      No custodian reported
      +00% 1 yr$6.7B
1750. 1750
      Revelstoke Capital PartnersDenver, CO · 27 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$6.7B
1751. 1751
      North of South Capital LLPLondon, United Kingdom · 18 clientsPrivate fund adviser
      State Street 87%
      +00% 1 yr$6.7B
1752. 1752
      BC Partners Advisors L.P.New York, NY · 17 clientsPrivate fund adviserHybridBC Partners Securities LLC
      No custodian reported
      +00% 1 yr$6.7B
1753. 1753
      Ladenburg Thalmann Asset Management IncNew York, NY · 3,154 clientsAsset managerHybridLadenburg Thalmann & Co. Inc., Osaic Institutions, Inc.
      Schwab 53%Fidelity 47%
      +00% 1 yr$6.7B
1754. 1754
      Aspen Grove Capital, LLCAvon, CO · 42 clientsWealth manager
      Morgan Stanley 79%
      +00% 1 yr$6.7B
1755. 1755
      Vestgen Advisors, LLCChicago, IL · 22,790 clientsWealth managerWrap sponsorHybrid
      Fidelity 47%Pershing 44%
      +00% 1 yr$6.7B
1756. 1756
      Avista Healthcare PartnersNew York, NY · 18 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$6.7B
1757. 1757
      Quantbot Technologies, LPNew York, NY · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$6.7B
1758. 1758
      NXT Capital Investment Advisers, LLCChicago, IL · 22 clientsPrivate fund adviserHybridHilco Corporate Finance, LLC, Lument Securities, LLC, clears through Pershing
      Computershare Trust Company 72%State Street 28%
      +00% 1 yr$6.6B
1759. 1759
      Dorsal Capital Management, LPRedwood City, CA · 9 clientsPrivate fund adviser
      Morgan Stanley 77%Merrill / Bank of America 23%
      +00% 1 yr$6.6B
1760. 1760
      Prospect Capital Management L.P.West Palm Beach, FL · 4 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$6.6B