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

1841. 1841
      Vivo Capital, LLCPalo Alto, CA · 16 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$6.1B
1842. 1842
      Snyder Capital Management LPSan Francisco, CA · 73 clientsAsset manager
      Northern Trust 48%
      +00% 1 yr$6.1B
1843. 1843
      Warren Equity Partners Manager, L.P.Jacksonville Beach, FL · 38 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$6.1B
1844. 1844
      Heitman Capital Management LLCChicago, IL · 29 clientsPrivate fund adviserHybridHeitman International Real Estate Securities PTY Limited, Heitman Securities LLC
      No custodian reported
      +00% 1 yr$6.1B
1845. 1845
      Carrhae CapitalLondon, United Kingdom · 12 clientsPrivate fund adviser
      Goldman Sachs 100%
      +00% 1 yr$6.1B
1846. 1846
      Vulcan Value Partners LLCBirmingham, AL · 157 clientsAsset managerHybrid
      Northern Trust 48%BNY 33%
      +00% 1 yr$6.1B
1847. 1847
      Carrhae Capital (difc) LimitedDubai, United Arab Emirates · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$6.1B
1848. 1848
      Nicholas Co IncMilwaukee, WI · 12 clientsAsset managerHybrid
      J.P. Morgan 31%Johnson Bank 25%
      +00% 1 yr$6.1B
1849. 1849
      Dana Investment Advisors IncWaukesha, WI · 2,290 clientsAsset manager
      Schwab 100%
      +00% 1 yr$6.1B
1850. 1850
      Neuberger Berman Loan Advisers IV LLCChicago, IL · 13 clientsPrivate fund adviserHybridNeuberger Berman BD LLC
      No custodian reported
      +00% 1 yr$6.1B
1851. 1851
      Aperture Investors, LLCNew York, NY · 20 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$6.1B
1852. 1852
      Energy Income PartnersWestport, CT · 112 clientsAsset managerHybrid
      Fidelity 60%
      +00% 1 yr$6.1B
1853. 1853
      East End Advisors, LLCNew York, NY · 14 clientsAsset managerAffiliated broker-dealerAlti Strategic Advisory (UK) Limited
      No custodian reported
      +00% 1 yr$6.1B
1854. 1854
      Haveli Investment Management LLCAustin, TX · 6 clientsPrivate fund adviserHybridHaveli Global Securities, LLC
      No custodian reported
      +00% 1 yr$6.0B
1855. 1855
      KCM Investment AdvisorsGreenbrae, CA · 1,598 clientsWealth manager
      Schwab 100%
      +00% 1 yr$6.0B
1856. 1856
      Trivest Investment Advisors, LLCCoral Gables, FL · 19 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$6.0B
1857. 1857
      J.C. Flowers & Co. LLCNew York, NY · 22 clientsPrivate fund adviserHybridJ.C. Flowers Securities Co. LLC
      No custodian reported
      +00% 1 yr$6.0B
1858. 1858
      Ashton Thomas Private WealthScottsdale, AZ · 3,229 clientsWealth managerHybridAshton Thomas Securities, LLC
      Pershing 44%Schwab 34%
      +00% 1 yr$6.0B
1859. 1859
      Thurston Springer AdvisorsIndianapolis, IN · 4,694 clientsWealth managerWrap sponsorHybridPeak Brokerage Services, LLC, Thurston, Springer, Miller, Herd & Titak, Inc., clears through Wells Fargo Clearing Services
      Wells Fargo 100%
      +00% 1 yr$6.0B
1860. 1860
      Veratis Advisors, Inc.Cary, NC · 105 clientsAsset manager
      Schwab 100%
      +00% 1 yr$6.0B
1861. 1861
      Capital Research & Consulting LLCPasadena, CA · 20 clientsAsset managerHybridCapital Research Brokerage Services, LLC
      No custodian reported
      +00% 1 yr$6.0B
1862. 1862
      Parallax Volatility Advisers, L.P.San Francisco, CA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$6.0B
1863. 1863
      Third Lake Partners, LLCTampa, FL · 54 clientsAsset managerHybrid
      Northern Trust 79%
      +00% 1 yr$6.0B
1864. 1864
      Meadow Capital Management LLCNew York, NY · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$6.0B
1865. 1865
      Daiwa Asset Management (america) LTDNew York, NY · 17 clientsAsset managerAffiliated broker-dealerDaiwa Securities Co. LTD.
      Custody Bank of Japan, LTD. 100%
      +00% 1 yr$6.0B
1866. 1866
      Foyston, Gordon & Payne Inc.Toronto, Canada · 7,721 clientsAsset manager
      BNY 81%
      +00% 1 yr$6.0B
1867. 1867
      Incline Equity PartnersPittsburgh, PA · 32 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$6.0B
1868. 1868
      Isam Funds (USA) LLCBoca Raton, FL · 12 clientsPrivate fund adviserAffiliated broker-dealerIsam Securities (HK) Limited, Isam Securities (UK) Limited
      No custodian reported
      +00% 1 yr$6.0B
1869. 1869
      Isam Funds (UK) LimitedLondon, United Kingdom · 12 clientsPrivate fund adviserAffiliated broker-dealerIsam Securities (HK) Limited, Isam Securities (UK) Limited
      No custodian reported
      +00% 1 yr$6.0B
1870. 1870
      Seidler Equity PartnersMarina Del Rey, CA · 32 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$5.9B
1871. 1871
      Reaves Asset ManagementJersey City, NJ · 283 clientsAsset managerHybrid
      Pershing 55%RBC 45%
      +00% 1 yr$5.9B
1872. 1872
      Westmount Partners, LLCLos Angeles, CA · 1,463 clientsWealth manager
      Schwab 100%
      +00% 1 yr$5.9B
1873. 1873
      Guardcap Asset Management LimitedLondon, United Kingdom · 30 clientsPrivate fund adviserAffiliated broker-dealer
      No custodian reported
      +00% 1 yr$5.9B
1874. 1874
      Richmond Capital Management IncRichmond, VA · 166 clientsAsset manager
      Northern Trust 75%Truist Securities 25%
      +00% 1 yr$5.9B
1875. 1875
      Index Fund Advisors, Inc.Irvine, CA · 2,159 clientsWealth manager
      Schwab 100%
      +00% 1 yr$5.9B
1876. 1876
      Contour Asset Management LLCNew York, NY · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$5.9B
1877. 1877
      Resource Management Service, LLCBirmingham, AL · 5 clientsAsset manager
      No custodian reported
      +00% 1 yr$5.9B
1878. 1878
      1888 Investments, LLCDenver, CO · 34 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$5.9B
1879. 1879
      CE Investment Management, LLCOklahoma City, OKAsset managerAffiliated broker-dealerAmerican Fidelity Securities, Inc.
      U.S. Bank 87%
      +00% 1 yr$5.9B
1880. 1880
      LCN Capital Management, L.P.New York, NY · 36 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$5.9B