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

1881. 1881
      T. Rowe Price Advisory Services, Inc.Owings Mills, MD · 13,517 clientsWealth managerPublic-company ownedHybridT. Rowe Price Investment Services, Inc.
      Pershing 100%
      +00% 1 yr$5.9B
1882. 1882
      Deprince, Race & Zollo, Inc.Winter Park, FL · 80 clientsAsset manager
      Northern Trust 49%State Street 31%
      +00% 1 yr$5.9B
1883. 1883
      GID Multifamily Investment Management LLCAtlanta, GA · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$5.9B
1884. 1884
      Trilantic North AmericaNew York, NY · 25 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$5.9B
1885. 1885
      Anomaly Capital Management, LPNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$5.9B
1886. 1886
      HG Vora Capital Management, LLCNew York, NY · 30 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$5.9B
1887. 1887
      PitcairnConshohocken, PA · 330 clientsWealth manager
      Fidelity 94%
      +00% 1 yr$5.9B
1888. 1888
      American Assets Investment Management, LLCSan Diego, CA · 12 clientsAsset manager
      J.P. Morgan 100%
      +00% 1 yr$5.9B
1889. 1889
      Complus Asset Management LimitedHong Kong, Hong Kong · 6 clientsPrivate fund adviser
      J.P. Morgan 100%
      +00% 1 yr$5.9B
1890. 1890
      Complus Asset Management (UK) LimitedLondon, United Kingdom · 6 clientsPrivate fund adviser
      J.P. Morgan 100%
      +00% 1 yr$5.9B
1891. 1891
      Complus Asset Management (singapore) PTE. LTD.Singapore, Singapore · 6 clientsPrivate fund adviser
      J.P. Morgan 100%
      +00% 1 yr$5.9B
1892. 1892
      NS Partners LTDLondon, United Kingdom · 20 clientsAsset managerHybrid
      RBC 80%
      +00% 1 yr$5.9B
1893. 1893
      Mainstreet AdvisorsChicago, IL · 58 clientsAsset manager
      No custodian reported
      +00% 1 yr$5.9B
1894. 1894
      K5 Global Advisor LLC90 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$5.8B
1895. 1895
      Evanson Financial, LLC DBA Evanson Asset Management980 clientsWealth manager
      Schwab 87%
      +00% 1 yr$5.8B
1896. 1896
      Torchlight Investors, LLCNew York, NY · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$5.8B
1897. 1897
      Sun Capital Advisors, L.P.Boca Raton, FL · 16 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$5.8B
1898. 1898
      LEE Equity Partners, LLCNew York, NY · 30 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$5.8B
1899. 1899
      The Linonia Partnership LPNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$5.8B
1900. 1900
      GC Wealth Management RIA, LLCCambridge, MA · 247 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$5.8B
1901. 1901
      Sabal Investment Advisors, LLCIrvine, CA · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$5.8B
1902. 1902
      Axium Infrastructure US Inc.New York, NY · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$5.8B
1903. 1903
      Saluda Grade Asset Management LLCNew York, NY · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$5.8B
1904. 1904
      Mirae Asset Global Investments (USA) LLCNew York, NY · 45 clientsPrivate fund adviserAffiliated broker-dealerMirae Asset Securities (HK) LTD., Mirae Asset Securities (UK) LTD
      No custodian reported
      +00% 1 yr$5.8B
1905. 1905
      Millstreet Capital Management LLCBoston, MA · 2 clientsPrivate fund adviser
      State Street 100%
      +00% 1 yr$5.8B
1906. 1906
      Mayflower AdvisorsBoston, MA · 1,225 clientsAsset managerHybrid
      Fidelity 55%Pershing 32%
      +00% 1 yr$5.8B
1907. 1907
      SYM Financial AdvisorsWinona Lake, IN · 1,959 clientsWealth manager
      Schwab 79%
      +00% 1 yr$5.8B
1908. 1908
      Prospect RidgeNew York, NY · 30 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$5.8B
1909. 1909
      Fairmount Funds Management LLCWest Conshohocken, PA · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$5.8B
1910. 1910
      Aetos Alternatives ManagementNew York, NY · 104 clientsAsset manager
      State Street 100%
      +00% 1 yr$5.8B
1911. 1911
      Stepstone Group Private Debt LLCLa Jolla, CA · 9 clientsAsset manager
      No custodian reported
      +00% 1 yr$5.8B
1912. 1912
      Trium Capital LLPLondon, United Kingdom · 31 clientsPrivate fund adviserAffiliated broker-dealerTCM Wealth Limited
      No custodian reported
      +00% 1 yr$5.8B
1913. 1913
      Chenavari Investment ManagersLondon, United Kingdom · 28 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$5.8B
1914. 1914
      Threadline WealthBellevue, WA · 1,246 clientsWealth manager
      Schwab 97%
      +00% 1 yr$5.8B
1915. 1915
      Aquamarine Financial (cayman) LTDGrand Cayman, Cayman Islands · 7 clientsPrivate fund adviser
      CBH Compagnie Bancaire Helvetique SA 100%
      +00% 1 yr$5.8B
1916. 1916
      Buckhead Capital Management, LLCAtlanta, GA · 203 clientsAsset manager
      Principal Securities 27%US Bancorp National Association 22%Northern Trust 22%BNY 22%
      +00% 1 yr$5.8B
1917. 1917
      Obra Capital Management, LLC.New York, NY · 64 clientsPrivate fund adviser
      Citi 53%Bank of NY Mellon 47%
      +00% 1 yr$5.7B
1918. 1918
      Solamere Capital, LLCBoston, MA · 29 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$5.7B
1919. 1919
      Lasalle St. Investment Advisors, L.L.C.Elmhurst, IL · 14,284 clientsWealth managerHybridLasalle St Securities, L.L.C.
      Fidelity 80%
      +00% 1 yr$5.7B
1920. 1920
      Oasis Investment Strategies LLCChicago, IL · 4 clientsAsset managerAffiliated broker-dealerR.J. O'brien (mena) Capital Limited, R.J. O'brien Securities, LLC, clears through Pershing, BofA Securities
      Chicago Mercantile Exchange 61%
      +00% 1 yr$5.7B