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

3721. 3721
      Conservest Capital Advisors IncWynnewood, PA · 303 clientsWealth manager
      Schwab 81%
      +00% 1 yr$1.9B
3722. 3722
      Tspi, LPNew York, NY · 4 clientsPrivate fund adviserAffiliated broker-dealerTwo Sigma Execution Services, LLC, Two Sigma Securities UK Limited
      No custodian reported
      +00% 1 yr$1.9B
3723. 3723
      Rossmore Private Capital, LLCGlastonbury, CT · 275 clientsWealth manager
      Pershing 100%
      +00% 1 yr$1.9B
3724. 3724
      Magnetar Asset Management LLCEvanston, IL · 1 clientsAsset manager
      Morgan Stanley 100%
      +00% 1 yr$1.9B
3725. 3725
      Private Wealth Partners, LLCMill Valley, CA · 258 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.9B
3726. 3726
      Terry McDaniel & CompanyAustin, TX · 378 clientsWealth manager
      Schwab 79%
      +00% 1 yr$1.9B
3727. 3727
      Heartland Advisors, Inc.Milwaukee, WI · 90 clientsAsset managerHybrid
      Schwab 68%
      +00% 1 yr$1.9B
3728. 3728
      CIP PE Advisors, LLCWest Palm Beach, FL · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.9B
3729. 3729
      SHP Wealth Management, LLCPlymouth, MA · 2,364 clientsWealth managerAffiliated broker-dealerKestra Investment Services, LLC
      Fidelity 100%
      +00% 1 yr$1.9B
3730. 3730
      Skybridge Capital II, LLCNew York, NY · 18 clientsAsset managerHybridHastings Capital Group, LLC
      No custodian reported
      +00% 1 yr$1.9B
3731. 3731
      Novare Capital ManagementCharlotte, NC · 757 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.9B
3732. 3732
      LegalistSan Francisco, CA · 17 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.9B
3733. 3733
      Laramar Multi-Family Value Manager, LLCChicago, IL · 33 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.9B
3734. 3734
      Artemis Wealth Advisors, LLCPort Washington, NY · 34 clientsAsset manager
      Schwab 46%Morgan Stanley 44%
      +00% 1 yr$1.9B
3735. 3735
      Brickwood Asset ManagementLondon, United Kingdom · 9 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.9B
3736. 3736
      DT Investment Partners, LLCChadds Ford, PA · 1,316 clientsWealth manager
      Schwab 47%Wilmington Trust Investment Management 31%
      +00% 1 yr$1.9B
3737. 3737
      Carousel Capital Management Company, L.P.Charlotte, NC · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.9B
3738. 3738
      Kildare Partners US, LLCWestlake, TX · 16 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.9B
3739. 3739
      Prep Investment Advisers, L.L.C.Chicago, IL · 5 clientsPrivate fund adviserHybridConning Asia Pacific Limited (hong Kong), Conning Asset Management LTD. (UK)
      No custodian reported
      +00% 1 yr$1.9B
3740. 3740
      Resolute Partners GroupSan Francisco, CA · 35 clientsWealth manager
      Pershing 51%Schwab 35%
      +00% 1 yr$1.9B
3741. 3741
      Continuum Advisory, LLCEagle, ID · 3,461 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$1.9B
3742. 3742
      Patriot Investment Management Group IncKnoxville, TN · 1,559 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.9B
3743. 3743
      Pembroke Management LTD.Montreal, Quebec, Canada · 173 clientsPrivate fund adviserAffiliated broker-dealerPembroke Private Wealth Management LTD (formerly GBC Asset Management Inc.)
      State Street 100%
      +00% 1 yr$1.9B
3744. 3744
      Mora Capital Management, LLCMiami, FL · 685 clientsWealth managerBank-affiliatedHybridMora Capital Securities LLC, Tressis Sociedad De Valores, S.A., clears through Pershing
      Pershing 64%UBS 36%
      +00% 1 yr$1.9B
3745. 3745
      Freedom Funds Management CoDenver, CO · 1 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$1.9B
3746. 3746
      Main Management, LLCSan Francisco, CA · 253 clientsWealth manager
      Schwab 100%
      +00% 1 yr$1.9B
3747. 3747
      NumeraiSan Francisco, CA · 11 clientsPrivate fund adviser
      UBS 100%
      +00% 1 yr$1.9B
3748. 3748
      JAG Capital Management LLCSt. Louis, MO · 1,068 clientsAsset managerHybrid
      Pershing 81%
      +00% 1 yr$1.9B
3749. 3749
      Tributary Capital Management, LLCOmaha, NE · 271 clientsAsset managerHybridNorthland Securities, Inc.
      First National Bank of Omaha 73%Schwab 27%
      +00% 1 yr$1.9B
3750. 3750
      DWS Investments Australia LimitedSydney, Australia · 52 clientsPrivate fund adviserAffiliated broker-dealerDeutsche Bank AG
      State Street 100%
      +00% 1 yr$1.9B
3751. 3751
      Saratoga Management Company LLCNew York, NY · 2 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.9B
3752. 3752
      Saratoga Investment Advisors, LLCNew York, NY · 2 clientsAsset manager
      No custodian reported
      +00% 1 yr$1.9B
3753. 3753
      Halifax Investment Management, L.L.C.Raleigh, NC · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.9B
3754. 3754
      Glouston Capital Partners, LLCBoston, MA · 22 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.9B
3755. 3755
      BpocChicago, IL · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.9B
3756. 3756
      SP Asset Management LLCCupertino, CA · 211 clientsWealth manager
      Fidelity 85%
      +00% 1 yr$1.9B
3757. 3757
      Avenue Asia Capital Management, L.P.New York City, NY · 13 clientsPrivate fund adviserAffiliated broker-dealerAmroc Investments, LLC
      No custodian reported
      +00% 1 yr$1.9B
3758. 3758
      Whittier Advisors, LLCNewport Beach, CA · 30 clientsAsset managerHybrid
      Fidelity 50%Schwab 50%
      +00% 1 yr$1.9B
3759. 3759
      RHO TreasuryNew York, NY · 1,078 clientsAsset managerHybrid
      Apex Fintech 82%
      +00% 1 yr$1.9B
3760. 3760
      BOW Wave Capital Management, LPNew York, NY · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$1.9B