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

3081. 3081
      Steeprock CapitalGreenwich, CT · 11 clientsAsset manager
      No custodian reported
      +00% 1 yr$2.6B
3082. 3082
      Quad Investment Management Corp.Seoul, Yeongdeungpo-Gu, Korea, South · 67 clientsAsset manager
      Citi 100%
      +00% 1 yr$2.6B
3083. 3083
      AB Broadly Syndicated Loan Manager LLCNashville, TN · 6 clientsPrivate fund adviserAffiliated broker-dealerAlliancebernstein Investments, Inc., Bernstein Autonomous LLP
      No custodian reported
      +00% 1 yr$2.6B
3084. 3084
      Cozad Asset Management IncChampaign, IL · 2,178 clientsWealth manager
      Pershing 100%
      +00% 1 yr$2.6B
3085. 3085
      The Portfolio Strategy Group, LLCWhite Plains, NY · 480 clientsWealth managerAffiliated broker-dealer
      Schwab 100%
      +00% 1 yr$2.6B
3086. 3086
      Popular Securities, LLCHato Rey, PR · 2,403 clientsBroker-dealer firmHybrid
      Fidelity 100%
      +00% 1 yr$2.6B
3087. 3087
      Avance Investment Management, LLCNew York, NY · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.6B
3088. 3088
      Ingham Retirement GroupMiami, FL · 1,056 clientsAsset managerAffiliated broker-dealerDaybright Securities, LLC
      Fidelity 68%Schwab 32%
      +00% 1 yr$2.6B
3089. 3089
      Quinn Opportunity PartnersCharlottesville, VA · 4 clientsPrivate fund adviser
      Interactive Brokers 100%
      +00% 1 yr$2.6B
3090. 3090
      Argos Capital Partners, LLCSt. Louis, MO · 65 clientsWealth manager
      Fidelity 99%
      +00% 1 yr$2.6B
3091. 3091
      Acropolis Investment ManagementChesterfield, MO · 1,045 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.6B
3092. 3092
      Divisadero Street Capital Management, LPMiami, FL · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.6B
3093. 3093
      LCG Associates, Inc.Atlanta, GA · 108 clientsAsset manager
      Northern Trust 32%Schwab 29%
      +00% 1 yr$2.6B
3094. 3094
      LL FundsPhiladelphia, PA · 25 clientsPrivate fund adviser
      BNY 100%
      +00% 1 yr$2.6B
3095. 3095
      Motley Fool Asset ManagementAlexandria, VA · 6 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$2.6B
3096. 3096
      Tradition Wealth Management LLCEdina, MN · 2,244 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$2.6B
3097. 3097
      Sora InvestorsBryn Mawr, PA · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.6B
3098. 3098
      Trajan Wealth, L.L.C.Scottsdale, AZ · 10,633 clientsWealth manager
      Schwab 83%
      +00% 1 yr$2.6B
3099. 3099
      Checchi Capital Advisers, LLCBeverly Hills, CA · 241 clientsWealth manager
      Schwab 79%
      +00% 1 yr$2.6B
3100. 3100
      WFM Asia (BVI) LimitedHong Kong, Hong Kong · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.6B
3101. 3101
      WFM Asia (HK) LimitedHong Kong, Hong Kong · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.6B
3102. 3102
      S2g Investments, LLCChicago, IL · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.6B
3103. 3103
      Pear Tree Advisors, Inc.Lincoln, MA · 1 clientsAsset managerHybridU. S. Boston Capital Corporation
      No custodian reported
      +00% 1 yr$2.6B
3104. 3104
      Edison Partners Management, LLCNashville, TN · 20 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.6B
3105. 3105
      Tyree & D'angelo Partners Management LPChicago, IL · 16 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.6B
3106. 3106
      Pegasus Tech Ventures, Inc.San Jose, CA · 43 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.6B
3107. 3107
      The Catalyst Capital Group Inc.Toronto, Canada · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.6B
3108. 3108
      Deroy & Devereaux Private Investment Counsel, Inc.Bloomfield Hills, MI · 158 clientsWealth manager
      Fidelity 81%
      +00% 1 yr$2.6B
3109. 3109
      Maple Capital Management, Inc.Montpelier, VT · 1,597 clientsWealth manager
      Schwab 100%
      +00% 1 yr$2.6B
3110. 3110
      North Hudson Resource Partners LPHouston, TX · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.6B
3111. 3111
      Icon Wealth PartnersHouston, TX · 629 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$2.6B
3112. 3112
      ZMC Advisors, L.P.New York, NY · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.6B
3113. 3113
      Renovus Associates, LLCWayne, PA · 18 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.6B
3114. 3114
      International Assets Investment Management, LLCOrlando, FL · 5,961 clientsWealth managerHybridBHS Financial, LLC, ETC Brokerage Services, LLC, clears through Charles Schwab
      RBC 100%
      +00% 1 yr$2.6B
3115. 3115
      Bracket CapitalWest Hollywood, CA · 51 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.6B
3116. 3116
      Atlantic Capital Strategies, Inc.15 clientsAsset manager
      No custodian reported
      +00% 1 yr$2.6B
3117. 3117
      Bridgewater Advisors Inc.New York, NY · 606 clientsWealth manager
      Schwab 88%
      +00% 1 yr$2.6B
3118. 3118
      Vestar Capital Partners, LLCNew York, NY · 20 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.6B
3119. 3119
      Brevet Capital Management, LLCNew York, NY · 22 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.6B
3120. 3120
      Arthur VenturesMinneapolis, MN · 17 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$2.6B