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

2441. 2441
      Crosslink Capital, Inc.Menlo Park, CA · 33 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.9B
2442. 2442
      Avenue Europe International Management, L.P.New York, NY · 22 clientsPrivate fund adviserAffiliated broker-dealerAmroc Investments, LLC
      No custodian reported
      +00% 1 yr$3.9B
2443. 2443
      Guidestone Investment ServicesDallas, TX · 14 clientsAsset managerAffiliated broker-dealerGuidestone Financial Services
      Northern Trust 100%
      +00% 1 yr$3.9B
2444. 2444
      Clinton Investment Management, LLCStamford, CT · 2,146 clientsWealth managerWrap sponsor
      Merrill / Bank of America 59%Morgan Stanley 41%
      +00% 1 yr$3.9B
2445. 2445
      IMA Advisory Services, Inc.Denver, CO · 579 clientsAsset manager
      Pershing 74%Schwab 26%
      +00% 1 yr$3.9B
2446. 2446
      Johnson Sterling, Inc.Birmingham, AL · 365 clientsAsset manager
      No custodian reported
      +00% 1 yr$3.9B
2447. 2447
      Ancora Private Wealth Advisors, LLCCleveland, OH · 4,509 clientsWealth managerHybridInverness Securities, LLC
      Fidelity 58%Schwab 42%
      +00% 1 yr$3.9B
2448. 2448
      Shaolin Capital Management LLCMiami, FL · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.9B
2449. 2449
      S.B. Value Partners, L.P.San Antonio, TX · 56 clientsAsset manager
      Pershing 100%
      +00% 1 yr$3.9B
2450. 2450
      Two West Capital Advisors LLCOverland Park, KS · 650 clientsAsset manager
      Schwab 65%Fidelity 35%
      +00% 1 yr$3.9B
2451. 2451
      Middleground CapitalLexington, KY · 24 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.9B
2452. 2452
      Highland Capital Management, LLCMemphis, TN · 957 clientsAsset manager
      Argent Trust 33%Salem Trust 26%Schwab 23%
      +00% 1 yr$3.9B
2453. 2453
      Assuredpartners Investment AdvisorsTampa, FL · 2,159 clientsAsset managerHybridAssuredpartners Financial Services, LLC
      Fidelity 65%Schwab 35%
      +00% 1 yr$3.9B
2454. 2454
      Harbourview Equity Partners, LLCNewark, NJ · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.9B
2455. 2455
      140 Summer Partners LPNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.9B
2456. 2456
      Voya Financial Advisors, Inc.Windsor, CT · 16,336 clientsBroker-dealer firmHybridVoya Financial Partners, LLC, Voya Investments Distributor, LLC
      Pershing 83%
      +00% 1 yr$3.9B
2457. 2457
      Alamo Advisors, LPSan Antonio, TX · 242 clientsWealth manager
      RBC 83%
      +00% 1 yr$3.9B
2458. 2458
      Cyrus Capital Partners, L.P.New York, NY · 36 clientsPrivate fund adviser
      State Street 98%
      +00% 1 yr$3.9B
2459. 2459
      Ionic Capital Management LLCNew York, NY · 21 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.9B
2460. 2460
      Defiance Etfs, LLCMiami, FL · 4 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$3.9B
2461. 2461
      Palisade Capital Management, LPFort Lee, NJ · 1,754 clientsAsset manager
      Fidelity 53%J.P. Morgan 24%Goldman Sachs 23%
      +00% 1 yr$3.9B
2462. 2462
      Rubinbrown Advisors LLCSt. Louis, MO · 1,160 clientsWealth managerAffiliated broker-dealerRubinbrown Corporate Finance, LLC
      Schwab 94%
      +00% 1 yr$3.9B
2463. 2463
      Attucks Asset Management, LLCChicago, IL · 16 clientsAsset manager
      State Street 52%Northern Trust 34%
      +00% 1 yr$3.9B
2464. 2464
      Newview Capital Management, LLCBurlingame, CA · 27 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.9B
2465. 2465
      Castle Rock Advisors LLCBoston, MA · 46 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$3.9B
2466. 2466
      Tages Capital LLPLondon, United Kingdom · 28 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.9B
2467. 2467
      Rimrock Capital Management LLCIrvine, CA · 22 clientsPrivate fund adviserHybrid
      Northern Trust 53%State Street 47%
      +00% 1 yr$3.9B
2468. 2468
      Tree Line Capital Partners, LLCSan Francisco, CA · 14 clientsPrivate fund adviserHybridTree Line Capital Markets, LLC
      No custodian reported
      +00% 1 yr$3.8B
2469. 2469
      BFC Planning, Inc.Cedar Rapids, IA · 11,448 clientsWealth managerPublic-company ownedHybridBerthel, Fisher & Company Financial Services, Inc., Securities Management and Research, Inc.
      No custodian reported
      +00% 1 yr$3.8B
2470. 2470
      Left Lane CapitalBrooklyn, NY · 16 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.8B
2471. 2471
      Cormorant Asset Management, LPBoston, MA · 16 clientsPrivate fund adviser
      Morgan Stanley 100%
      +00% 1 yr$3.8B
2472. 2472
      HSBC Securities (USA) Inc.New York, NY · 12,108 clientsBroker-dealer firmHybrid
      Pershing 69%HSBC Bank USA 31%
      +00% 1 yr$3.8B
2473. 2473
      Norwest Capital Advisors, LLCMinneapolis, MN · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.8B
2474. 2474
      Spearhead Administrative Services, LLCGreenville, DE · 28 clientsAsset managerHybrid
      Schwab 65%Fidelity 35%
      +00% 1 yr$3.8B
2475. 2475
      Valiant Capital Management, L.P.San Francisco, CA · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.8B
2476. 2476
      Avala Global LPNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.8B
2477. 2477
      Watermark Group, Inc.Princeton, NJ · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.8B
2478. 2478
      Luminate Capital PartnersSan Francisco, CA · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.8B
2479. 2479
      Scopus Asset Management, L.P.New York, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$3.8B
2480. 2480
      Jefferies Credit Management LLCNew York, NY · 5 clientsAsset managerAffiliated broker-dealerJefferies LLC
      No custodian reported
      +00% 1 yr$3.8B