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

6041. 6041
      Horizon Technology FinanceFarmington, CT · 1 clientsAsset manager
      No custodian reported
      +00% 1 yr$811M
6042. 6042
      Nelson Capital Management, LLCMenlo Park, CA · 214 clientsWealth manager
      Schwab 79%
      +00% 1 yr$811M
6043. 6043
      Stevens Capital PartnersOmaha, NE · 681 clientsWealth manager
      Fidelity 72%Schwab 28%
      +00% 1 yr$810M
6044. 6044
      Investment Management AssociatesGreenwood Village, CO · 383 clientsWealth manager
      Schwab 63%Fidelity 37%
      +00% 1 yr$810M
6045. 6045
      Navi Intl-Administradora E Gestora De Recursos Financeiros Ltda.Sao Paulo, Brazil · 1 clientsAsset manager
      Citi 100%
      +00% 1 yr$810M
6046. 6046
      The Advocate Group, LLCMinnetonka, MN · 394 clientsWealth manager
      Schwab 100%
      +00% 1 yr$810M
6047. 6047
      The Advisory Group of SAN Francisco, LLCSan Francisco, CA · 140 clientsWealth manager
      Schwab 100%
      +00% 1 yr$810M
6048. 6048
      Zanetti Financial, LLCAlbuquerque, NM · 1,481 clientsWealth manager
      No custodian reported
      +00% 1 yr$809M
6049. 6049
      Jack Creek Partners LLCNew York, NY · 3 clientsWealth manager
      No custodian reported
      +00% 1 yr$809M
6050. 6050
      Tanglewood Legacy Advisors, LLCHouston, TX · 172 clientsWealth manager
      LPL Financial 85%
      +00% 1 yr$809M
6051. 6051
      EFG Asset Management (north America) CorpPortland, OR · 4 clientsPrivate fund adviser
      Pershing 100%
      +00% 1 yr$809M
6052. 6052
      Polen Capital CLO Management, LLCWaltham, MA · 2 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$808M
6053. 6053
      Sunburst Financial Group, LLCVestavia Hills, AL · 877 clientsWealth manager
      Schwab 100%
      +00% 1 yr$808M
6054. 6054
      RmwcNew York, NY · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$807M
6055. 6055
      Proventus AGZurich, Switzerland · 88 clientsWealth manager
      BW Bank 36%Bank Julius BAR 30%
      +00% 1 yr$807M
6056. 6056
      Capital Innovations, LLCWaukesha, WI · 6 clientsAsset manager
      No custodian reported
      +00% 1 yr$807M
6057. 6057
      Andbanc Advisory LLCMiami, FL · 472 clientsWealth managerBank-affiliatedHybrid
      Pershing 100%
      +00% 1 yr$806M
6058. 6058
      Mayfair Advisory Group, LLCBirmingham, AL · 395 clientsWealth manager
      Schwab 77%Fidelity 23%
      +00% 1 yr$806M
6059. 6059
      Droms Strauss Wealth ManagementSt. Louis, MO · 420 clientsWealth manager
      Schwab 100%
      +00% 1 yr$806M
6060. 6060
      Willing Capital Management LimitedHong Kong, Hong Kong · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$806M
6061. 6061
      Firestone Capital Management IncSouth Miami, FL · 375 clientsWealth manager
      Schwab 100%
      +00% 1 yr$806M
6062. 6062
      Northstar Asset Management, IncBoston, MA · 194 clientsWealth managerWrap sponsor
      Morgan Stanley 66%Schwab 34%
      +00% 1 yr$806M
6063. 6063
      Warberg Asset Management LLCWinnetka, IL · 9 clientsPrivate fund adviser
      Fidelity 77%Goldman Sachs 23%
      +00% 1 yr$806M
6064. 6064
      Clarus Ventures, LLCCambridge, MA · 9 clientsPrivate fund adviserAffiliated broker-dealerBlackstone Securities Partners L.P., Currencies Direct LTD
      No custodian reported
      +00% 1 yr$806M
6065. 6065
      Lakeridge Wealth Management LLCMentor, OH · 1,139 clientsWealth managerHybrid
      Fidelity 90%
      +00% 1 yr$805M
6066. 6066
      OHA Private Credit Advisors II, L.P.New York, NY · 3 clientsAsset managerHybridT. Rowe Price Investment Services, Inc.
      No custodian reported
      +00% 1 yr$805M
6067. 6067
      Asio Capital LLCLexington, KY · 294 clientsWealth manager
      Schwab 100%
      +00% 1 yr$805M
6068. 6068
      Strathmore Capital AdvisorsCharlotte, NC · 501 clientsWealth manager
      Schwab 100%
      +00% 1 yr$805M
6069. 6069
      Copper Harbor Investment Advisors, LLCAppleton, WI · 250 clientsWealth manager
      Schwab 69%Fidelity 31%
      +00% 1 yr$805M
6070. 6070
      Roof Eidam Maycock Peralta LLCSan Francisco, CA · 296 clientsWealth managerWrap sponsor
      Schwab 96%
      +00% 1 yr$805M
6071. 6071
      Masters Capital Management, L.L.C.Atlanta, GA · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$805M
6072. 6072
      Felicitas Global Partners, LLCPasadena, CA · 17 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$804M
6073. 6073
      Tempo WealthIndependence, OH · 853 clientsWealth manager
      Schwab 96%
      +00% 1 yr$804M
6074. 6074
      Curran Wealth ManagementAlbany, NY · 385 clientsWealth managerWrap sponsorHybridCimas LLC
      Fidelity 100%
      +00% 1 yr$804M
6075. 6075
      Nokomis Capital, L.L.C.Dallas, TX · 2 clientsPrivate fund adviser
      Fidelity 100%
      +00% 1 yr$804M
6076. 6076
      Great Diamond Partners, LLCPortland, ME · 533 clientsWealth manager
      Schwab 100%
      +00% 1 yr$804M
6077. 6077
      Hoxton WealthOrlando, FL · 1,378 clientsWealth manager
      Interactive Brokers 45%Rl360 39%
      +00% 1 yr$804M
6078. 6078
      Barnegat Fund Management Inc.Hoboken, NJ · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$803M
6079. 6079
      Net Return Asset Management LLCNew York, NY · 3 clientsPrivate fund adviserAffiliated broker-dealerMonness Crespi Hardt & Co., Inc.
      No custodian reported
      +00% 1 yr$803M
6080. 6080
      Francis FinancialNew York, NY · 256 clientsWealth manager
      Schwab 100%
      +00% 1 yr$803M