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

1441. 1441
      Tolleson Private Wealth ManagementDallas, TX · 224 clientsPrivate fund adviser
      Pershing 88%
      +00% 1 yr$9.3B
1442. 1442
      Shore Capital PartnersChicago, IL · 47 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$9.3B
1443. 1443
      Lindsell Train LimitedLondon, United Kingdom · 16 clientsPrivate fund adviserHybrid
      State Street 100%
      +00% 1 yr$9.3B
1444. 1444
      Comvest Credit Advisors, LLCWest Palm Beach, FL · 12 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$9.3B
1445. 1445
      Olympus Advisors, LLCStamford, CT · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$9.2B
1446. 1446
      Palmer Square Europe Capital Management LLCMission Woods, KS · 27 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$9.2B
1447. 1447
      Geneos Wealth Management, Inc.Englewood, CO · 21,668 clientsBroker-dealer firmHybrid
      Pershing 88%
      +00% 1 yr$9.2B
1448. 1448
      Napier Park Global Capital LTDLondon, United Kingdom · 21 clientsPrivate fund adviserAffiliated broker-dealerFEF Distributors, LLC
      No custodian reported
      +00% 1 yr$9.2B
1449. 1449
      ProcyonShelton, CT · 3,048 clientsAsset managerHybrid
      Fidelity 41%Schwab 39%
      +00% 1 yr$9.2B
1450. 1450
      Graniteshares Advisors LLCNew York, NY · 67 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$9.2B
1451. 1451
      Ellington Global Asset Management, LLCOld Greenwich, CT · 44 clientsAsset managerHybridArmstrong Securities LLC
      U.S. Bank 69%BNY 31%
      +00% 1 yr$9.2B
1452. 1452
      Aviva Investors Canada Inc.Toronto, Ontario, Canada · 18 clientsAsset manager
      RBC 92%
      +00% 1 yr$9.2B
1453. 1453
      Value Aligned Research Advisors, LLC4 clientsPrivate fund adviser
      Citi 76%Fidelity 24%
      +00% 1 yr$9.1B
1454. 1454
      Crawford Investment Counsel IncAtlanta, GA · 2,039 clientsWealth manager
      Fidelity 63%Schwab 37%
      +00% 1 yr$9.1B
1455. 1455
      Wynnchurch Capital, L.P.Rosemont, IL · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$9.1B
1456. 1456
      Cabot Properties L.P.Boston, MA · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$9.1B
1457. 1457
      FS Reit Advisor, LLCPhiladelphia, PA · 1 clientsPrivate fund adviserHybridFS Investment Solutions, LLC
      No custodian reported
      +00% 1 yr$9.1B
1458. 1458
      Highvista Strategies LLCBoston, MA · 41 clientsPrivate fund adviser
      Northern Trust 100%
      +00% 1 yr$9.1B
1459. 1459
      Americana Partners, LLCHouston, TX · 1,818 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$9.1B
1460. 1460
      H.M. PaysonPortland, ME · 4,308 clientsWealth manager
      No custodian reported
      +00% 1 yr$9.1B
1461. 1461
      Bradley Foster & Sargent IncHartford, CT · 1,944 clientsWealth manager
      No custodian reported
      +00% 1 yr$9.1B
1462. 1462
      Industry VenturesSan Francisco, CA · 40 clientsPrivate fund adviserHybridFolio Investments, Inc., Goldman Sachs & Co. LLC
      No custodian reported
      +00% 1 yr$9.1B
1463. 1463
      Neuberger Berman Loan Advisers II LLCChicago, IL · 18 clientsPrivate fund adviserHybridNeuberger Berman BD LLC
      No custodian reported
      +00% 1 yr$9.0B
1464. 1464
      400 Capital Management LLCNew York, NY · 23 clientsPrivate fund adviser
      J.P. Morgan 71%BNY 29%
      +00% 1 yr$9.0B
1465. 1465
      Deerpath Capital Management, LPFort Lauderdale, FL · 42 clientsPrivate fund adviser
      J.P. Morgan 97%
      +00% 1 yr$9.0B
1466. 1466
      Marlin Equity PartnersHermosa Beach, CA · 31 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$9.0B
1467. 1467
      Hornor, Townsend & Kent, LLCConshohocken, PA · 28,369 clientsBroker-dealer firmHybrid
      Pershing 66%
      +00% 1 yr$9.0B
1468. 1468
      The Sterling Group, L.P.Houston, TX · 20 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$9.0B
1469. 1469
      J.F. Lehman and Company LLCNew York, NY · 26 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$9.0B
1470. 1470
      Simon Quick Advisors, LLCMorristown, NJ · 1,042 clientsWealth manager
      Fidelity 74%Schwab 26%
      +00% 1 yr$9.0B
1471. 1471
      Partners Group US Management CLO LLCNew York, NY · 23 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$9.0B
1472. 1472
      Crossmark Global Investments, Inc.Houston, TX · 7,902 clientsAsset managerHybridCrossmark Distributors, Inc.
      U.S. Bank 31%Wells Fargo 29%State Street 22%
      +00% 1 yr$9.0B
1473. 1473
      Northwood Investors LLCDenver, CO · 33 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$9.0B
1474. 1474
      Littlejohn & Co., LLCGreenwich, CT · 27 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$9.0B
1475. 1475
      Kingsview Wealth Management, LLCGrants Pass, OR · 12,309 clientsWealth managerHybrid
      Raymond James 73%Schwab 27%
      +00% 1 yr$9.0B
1476. 1476
      Sentinel Capital Partners, L.L.C.New York, NY · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$9.0B
1477. 1477
      Quinbrook Infrastructure Partners LLCNew York, NY · 19 clientsPrivate fund adviserAffiliated broker-dealerQuinbrook Capital Partners LLC
      Merrill / Bank of America 100%
      +00% 1 yr$9.0B
1478. 1478
      Atreides Management, LPBoston, MA · 47 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$8.9B
1479. 1479
      Impax Asset Management LLCPortsmouth, NH · 27 clientsAsset managerHybrid
      State Street 77%
      +00% 1 yr$8.9B
1480. 1480
      Tortoise Capital Advisors, L.L.C.Overland Park, KS · 344 clientsAsset manager
      Northern Trust 51%BNY 34%
      +00% 1 yr$8.9B