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

1921. 1921
      Becker Capital Management, Inc.Portland, OR · 841 clientsWealth manager
      Schwab 80%
      +00% 1 yr$5.7B
1922. 1922
      Dalton Investments, Inc.El Segundo, CA · 40 clientsPrivate fund adviser
      BNY 41%State Street 36%Northern Trust 22%
      +00% 1 yr$5.7B
1923. 1923
      Leadenhall Capital PartnersLondon, United Kingdom · 20 clientsPrivate fund adviser
      BNY 64%Northern Trust 36%
      +00% 1 yr$5.7B
1924. 1924
      Longpoint Partners LPBoston, MA · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$5.7B
1925. 1925
      Acadian Asset ManagementSydney , NSW, Australia · 13 clientsAsset manager
      No custodian reported
      +00% 1 yr$5.7B
1926. 1926
      Gladstone Wealth PartnersPalm Beach Gardens, FL · 8,385 clientsWealth managerWrap sponsorHybridIntegrity Alliance, LLC
      LPL Financial 100%
      +00% 1 yr$5.7B
1927. 1927
      Dynamic Beta Investments LLCGreenwich, CT · 7 clientsAsset manager
      No custodian reported
      +00% 1 yr$5.7B
1928. 1928
      Cortland Investment Management, LLCAtlanta, GA · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$5.7B
1929. 1929
      Metis Global Partners, LLCSan Diego, CA · 18 clientsPrivate fund adviser
      State Street 63%Northern Trust 37%
      +00% 1 yr$5.7B
1930. 1930
      Klingman and Associates, LLCNew York, NY · 709 clientsWealth manager
      Raymond James 76%Principal Securities 24%
      +00% 1 yr$5.7B
1931. 1931
      Altarock Partners LPWest Palm Beach, FL · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$5.7B
1932. 1932
      TFO Wealth PartnersMaumee, OH · 1,986 clientsWealth manager
      Schwab 100%
      +00% 1 yr$5.7B
1933. 1933
      Gallatin Point Capital LLCGreenwich, CT · 44 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$5.7B
1934. 1934
      Sepio Capital, LPSalt Lake City, UT · 295 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$5.6B
1935. 1935
      Brave Warrior Advisors, LLCNew York, NY · 116 clientsWealth manager
      Pershing 81%
      +00% 1 yr$5.6B
1936. 1936
      DynamicPhoenix, AZ · 5,634 clientsWealth manager
      Schwab 82%
      +00% 1 yr$5.6B
1937. 1937
      DunhamSan Diego, CA · 13,155 clientsBroker-dealer firmHybrid
      Fifth Third Bank 100%
      +00% 1 yr$5.6B
1938. 1938
      Yale Capital Corp.St. Petersburg, FL · 118 clientsWealth manager
      Schwab 100%
      +00% 1 yr$5.6B
1939. 1939
      QIC Investments NO. 1 PTY LTDBrisbane Queensland, Australia · 16 clientsPrivate fund adviser
      Northern Trust 100%
      +00% 1 yr$5.6B
1940. 1940
      Alesco Advisors, LLC, AN ESL CompanyPittsford, NY · 639 clientsAsset managerAffiliated broker-dealerESL Investment Services, LLC, clears through LPL Financial
      Schwab 61%Fidelity Distributors Company 39%
      +00% 1 yr$5.6B
1941. 1941
      Donald Smith & Co., Inc.New York, NY · 22 clientsAsset manager
      BNY 53%
      +00% 1 yr$5.6B
1942. 1942
      Geneva Capital Management LLCMilwaukee, WI · 4,049 clientsAsset managerHybrid
      Morgan Stanley 42%Northern Trust 30%J.P. Morgan 28%
      +00% 1 yr$5.6B
1943. 1943
      Pentegra Investors, Inc.Shelton, CT · 250 clientsAsset managerHybridPentegra Distributors Inc.
      BNY 92%
      +00% 1 yr$5.6B
1944. 1944
      Allegheny Financial GroupPittsburgh, PA · 3,971 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$5.6B
1945. 1945
      PlanpilotChicago, IL · 172 clientsAsset manager
      Tiaa-Cref Trust Company, FSB 100%
      +00% 1 yr$5.6B
1946. 1946
      Stratos Wealth Advisors LLCBeachwood, OH · 5,023 clientsWealth managerBank-affiliatedHybridSEI Investments (south Africa) Limited, SEI Investments Distribution Co.
      Fidelity 61%Schwab 39%
      +00% 1 yr$5.6B
1947. 1947
      Madison Realty CapitalNew York, NY · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$5.6B
1948. 1948
      Antarctica Investment Advisors, LLCNew York, NY · 36 clientsAsset managerHybridPalmer Capital Advisors, LLC
      U.S. Bancorp 62%
      +00% 1 yr$5.6B
1949. 1949
      Alphapoint, Inc.Corona Del Mar, CA · 115 clientsAsset manager
      Fidelity 48%
      +00% 1 yr$5.6B
1950. 1950
      BalentineAtlanta, GA · 464 clientsWealth manager
      Pershing 100%
      +00% 1 yr$5.5B
1951. 1951
      Green Court Capital Management LimitedCentral, Hong Kong, Hong Kong · 12 clientsAsset manager
      Citi 57%State Street 43%
      +00% 1 yr$5.5B
1952. 1952
      Vintage Investment PartnersHerzliya Pituach, Israel · 51 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$5.5B
1953. 1953
      Aikya Investment Management LimitedLondon, United Kingdom · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$5.5B
1954. 1954
      Integrated Advisors Network LLCDallas, TX · 7,612 clientsWealth managerHybrid
      Schwab 66%Fidelity 33%
      +00% 1 yr$5.5B
1955. 1955
      Wainwright Investment Counsel LLCBoston, MA · 214 clientsAsset managerHybridWFS, LLC
      M&t Bank 100%
      +00% 1 yr$5.5B
1956. 1956
      Smead Capital Management, Inc.Phoenix, AZ · 185 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$5.5B
1957. 1957
      71 West Capital PartnersBoston, MA · 173 clientsWealth managerWrap sponsor
      Pershing 100%
      +00% 1 yr$5.5B
1958. 1958
      Crescent Grove AdvisorsLake Forest, IL · 382 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$5.5B
1959. 1959
      Sierra Investment Partners, Inc.Walnut Creek, CA · 120 clientsAsset manager
      U.S. Bank 34%Northern Trust 23%Midwest Institutional 23%
      +00% 1 yr$5.5B
1960. 1960
      Tuttle Capital Management, LLC81 clientsAsset manager
      No custodian reported
      +00% 1 yr$5.5B