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

1321. 1321
      Blackstone Growth Advisors L.L.C.New York, NY · 8 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
      No custodian reported
      +00% 1 yr$10B
1322. 1322
      Schwartz & Co.Bloomfield Hills, MI · 1,737 clientsBroker-dealer firmHybrid
      Fidelity Management Trust 48%RBC 31%
      +00% 1 yr$10B
1323. 1323
      Saturna Capital CorporationBellingham, WA · 104 clientsAsset managerHybridSaturna Brokerage Services, Inc
      Pershing 100%
      +00% 1 yr$10B
1324. 1324
      ABS Global InvestmentsStamford, CT · 20 clientsPrivate fund adviserHybrid
      State Street 63%Northern Trust 37%
      +00% 1 yr$10B
1325. 1325
      Sapphire Ventures, LPAustin, TX · 18 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$10B
1326. 1326
      Carlyle Aviation PDP Management LLCMiami, FL · 14 clientsPrivate fund adviserHybridTCG Capital Markets L.L.C.
      No custodian reported
      +00% 1 yr$10B
1327. 1327
      Sequoia Global EquitiesMenlo Park, CA · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$10B
1328. 1328
      Trian Fund Management, L.P.New York, NY · 29 clientsPrivate fund adviser
      Merrill / Bank of America 88%
      +00% 1 yr$10B
1329. 1329
      Pinnacle Associates, LTD.New York, NY · 2,325 clientsAsset manager
      Schwab 75%Fidelity 25%
      +00% 1 yr$10B
1330. 1330
      Steadfast Capital Management LPNew York, NY · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$10B
1331. 1331
      Johnson Wealth Inc.Milwaukee, WI · 2,412 clientsAsset manager
      Pershing 51%Johnson Bank 49%
      +00% 1 yr$10B
1332. 1332
      Shuster Advisory Group, LLCPasadena, CA · 435 clientsAsset managerHybrid
      Schwab 40%Missionsquare Retirement 24%Retirement Plan Record-Keeping 22%
      +00% 1 yr$10B
1333. 1333
      Webster Equity Partners, L.P.Waltham, MA · 25 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$10B
1334. 1334
      Parallel Advisors, LLCSan Francisco, CA · 4,240 clientsWealth manager
      Fidelity 61%Schwab 39%
      +00% 1 yr$10B
1335. 1335
      Catalyst Capital Advisors LLCSan Juan, PR · 19 clientsAsset managerHybridALT Fund Distributors LLC
      No custodian reported
      +00% 1 yr$10B
1336. 1336
      Lansdowne Partners (UK) LLPLondon, United Kingdom · 35 clientsPrivate fund adviser
      BNY 70%Northern Trust 30%
      +00% 1 yr$10B
1337. 1337
      Ridgemont Partners Management, LLCCharlotte, NC · 32 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$10B
1338. 1338
      Readystate Asset ManagementChicago, IL · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$10B
1339. 1339
      Bartlett & Co. Wealth Management LLCCincinnati, OH · 2,263 clientsWealth managerAffiliated broker-dealer
      Schwab 86%
      +00% 1 yr$10B
1340. 1340
      Cary Street PartnersRichmond, VA · 6,988 clientsWealth managerHybridCary Street Partners LLC
      Schwab 56%Wells Fargo 44%
      +00% 1 yr$10B
1341. 1341
      Capvest Partners, Inc.New York, NY · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$10B
1342. 1342
      Tocqueville Asset Management LPNew York, NY · 1,270 clientsWealth managerHybridTocqueville Securities L.P.
      Pershing 100%
      +00% 1 yr$10B
1343. 1343
      Sound Point Luna LLCNew York, NY · 29 clientsPrivate fund adviser
      BNY 100%
      +00% 1 yr$10B
1344. 1344
      Meridiam Infrastructure North America CorporationWashington, DC · 34 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$10B
1345. 1345
      Franklin ParkBala Cynwyd, PA · 52 clientsPrivate fund adviser
      Northern Trust 79%
      +00% 1 yr$10B
1346. 1346
      Callan Family Office, LLCRadnor, PA · 190 clientsWealth manager
      Schwab 100%
      +00% 1 yr$10B
1347. 1347
      Algert Global LLCSan Francisco, CA · 22 clientsAsset manager
      BNY 67%State Street 33%
      +00% 1 yr$10B
1348. 1348
      Silver Creek Advisory Partners LLCSeattle, WA · 19 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$10B
1349. 1349
      IDR Investment Management, LLCIndependence, OH · 9 clientsPrivate fund adviserHybrid
      Fifth Third Bank 65%BNY 35%
      +00% 1 yr$10B
1350. 1350
      Arin Risk Advisors LLCConshohocken, PA · 21 clientsAsset manager
      Interactive Brokers 88%
      +00% 1 yr$10B
1351. 1351
      Kopernik Global Investors, LLCTampa, FL · 13 clientsAsset managerHybrid
      BNY 63%Northern Trust 23%
      +00% 1 yr$10B
1352. 1352
      Champlain Investment Partners, LLCBurlington, VT · 84 clientsAsset managerHybrid
      BNY 52%J.P. Morgan 27%
      +00% 1 yr$10B
1353. 1353
      Tenor Capital Management Company, L.P.New York, NY · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$10B
1354. 1354
      Valmark Advisers, Inc.Akron, OH · 14,890 clientsWealth managerWrap sponsorHybridValmark Securities, Inc., clears through Pershing
      Schwab 89%
      +00% 1 yr$10B
1355. 1355
      Shepherd Kaplan LLCBoston, MAAsset managerAffiliated broker-dealerPCF Capital Markets LLC
      Northern Trust 100%
      +00% 1 yr$10B
1356. 1356
      Planmember Securities CorporationCarpinteria, CA · 69,645 clientsBroker-dealer firmHybrid
      No custodian reported
      +00% 1 yr$10B
1357. 1357
      EthicNew York, NY · 189 clientsAsset manager
      Schwab 47%Fidelity 31%
      +00% 1 yr$10B
1358. 1358
      Sprott Asset Management USA Inc.Darien, CT · 3,362 clientsAsset managerHybridSprott Global Resource Investments LTD
      State Street 44%
      +00% 1 yr$10B
1359. 1359
      Jericho Capital Asset Management L.P.Los Angeles, CA · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$10B
1360. 1360
      Court Square CapitalNew York, NY · 33 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$10B