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

161. 12929
     Wall Street Investment Management, LLCAsset manager
     J.P. Morgan 39%Interactive Brokers 34%
     +00% 1 yr$175M
162. 12954
     Hanseatic Management Services IncAlbuquerque, NM · 216 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$174M
163. 12981
     Winning Points Advisors, L.L.C.Boca Raton, FL · 209 clientsWealth manager
     Schwab 87%
     +00% 1 yr$173M
164. 12983
     International Asset ManagementSAN Mateo, CA · 190 clientsWealth manager
     Schwab 63%Interactive Brokers 37%
     +00% 1 yr$173M
165. 13000
     Alluvial Capital Management, LLC51 clientsPrivate fund adviser
     Interactive Brokers 70%
     +00% 1 yr$173M
166. 13075
     Cirrus Capital LLCBloomfield Hills, MI · 333 clientsWealth manager
     Schwab 95%
     +00% 1 yr$170M
167. 13101
     Kensington Financial Group, Inc.Winston-Salem, NC · 763 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$170M
168. 13147
     Lilliano Capital Management LLCPhoenix, AZ · 409 clientsWealth manager
     Schwab 99%
     +00% 1 yr$168M
169. 13184
     J.P. Capital Management, Inc.Eugene, OR · 43 clientsWealth manager
     Interactive Brokers 62%Schwab 38%
     +00% 1 yr$167M
170. 13408
     Nitor Capital ManagementEnglewood Cliffs, NJ · 15 clientsPrivate fund adviser
     Interactive Brokers 100%
     +00% 1 yr$159M
171. 13470
     DWV Advisors, LLCEssex Junction, VT · 15 clientsWealth manager
     State Street 52%Fiduciary Trust 23%
     +00% 1 yr$157M
172. 13473
     Maimon Wealth Management LTD.Ra'anana, Israel · 114 clientsWealth manager
     Interactive Brokers 82%
     +00% 1 yr$157M
173. 13531
     Vitral Advisors LLC159 clientsAsset managerAffiliated broker-dealerMaximiza Casa De Bolsa C.A.
     Interactive Brokers 33%Merrill / Bank of America 30%
     +00% 1 yr$155M
174. 13553
     Millennium Investment ServicesVan Nuys, CA · 134 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$154M
175. 13600
     Markin Asset Management, LP413 clientsWealth manager
     Schwab 92%
     +00% 1 yr$153M
176. 13638
     ConvexitasChicago, IL · 11 clientsAsset manager
     Schwab 75%
     +00% 1 yr$151M
177. 13676
     Auerbach Investment Services, LLCNarberth, PA · 60 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$150M
178. 13677
     Atlantis Wealth Advisors LLCMaumee, OH · 338 clientsWealth managerHybrid
     Fidelity 78%
     +00% 1 yr$150M
179. 13699
     Onesource Wealth ManagementGranite Bay, CA · 229 clientsWealth manager
     Schwab 75%Interactive Brokers 25%
     +00% 1 yr$150M
180. 13953
     Midwest Financial Network, LLCTinley Park, IL · 218 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$142M
181. 13997
     Actitrust Wealth Management LLCPlantation, FL · 110 clientsAsset managerHybrid
     Safra Securities 44%
     +00% 1 yr$141M
182. 14007
     Hoya Capital Real Estate, LLCRowayton, CT · 12 clientsAsset manager
     Schwab 86%
     +00% 1 yr$140M
183. 14035
     Telos Partners LLCAvon, CT · 65 clientsWealth manager
     Schwab 87%
     +00% 1 yr$139M
184. 14073
     TKC Wealth Management LLCDallas, TX · 284 clientsWealth managerHybrid
     Schwab 72%
     +00% 1 yr$139M
185. 14081
     Stratton Capital Investment Advisory LLCNew York, NY · 663 clientsWealth manager
     Schwab 97%
     +00% 1 yr$138M
186. 14092
     Glassbead Capital Management LLCMiami Beach, FL · 7 clientsPrivate fund adviser
     Jefferies 86%
     +00% 1 yr$138M
187. 14147
     ICW Holdings, LLC36 clientsAsset manager
     Interactive Brokers 70%Schwab 30%
     +00% 1 yr$136M
188. 14224
     Equilibrium Ventures, LLCNew York, NY · 8 clientsPrivate fund adviser
     Interactive Brokers 100%
     +00% 1 yr$134M
189. 14237
     Arete Wealth StrategistsBrisbane, Australia · 98 clientsWealth manager
     Schwab 86%
     +00% 1 yr$134M
190. 14268
     ARI Group, LLCNew York, NY · 15 clientsWealth manager
     J.P. Morgan 76%Interactive Brokers 23%
     +00% 1 yr$133M
191. 14304
     PTS Brokerage, LLCMt. Laurel, NJ · 495 clientsBroker-dealer firmHybrid
     Schwab 97%
     +00% 1 yr$132M
192. 14338
     First Growth Capital LLC67 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$131M
193. 14344
     Sartorial Wealth Inc.Mississauga, Ontario, Canada · 299 clientsWealth manager
     Raymond James 54%Interactive Brokers 46%
     +00% 1 yr$130M
194. 14355
     Cerasus Advisors Inc31 clientsWealth manager
     Banco Santander Suisse 74%Interactive Brokers 26%
     +00% 1 yr$130M
195. 14356
     Versatile Capital Management L.L.C.Chicago, IL · 45 clientsWealth manager
     Schwab 77%Interactive Brokers 23%
     +00% 1 yr$130M
196. 14370
     Financial Network Specialists LLC36 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$130M
197. 14384
     Saber Capital Management LLCFuquay Varina, NC · 90 clientsWealth manager
     Schwab 40%Fidelity 38%
     +00% 1 yr$129M
198. 14402
     Holm & Cawley Financial Group LLCLAS Vegas, NV · 251 clientsWealth manager
     Schwab 81%
     +00% 1 yr$129M
199. 14406
     Velaris Wealth ManagementOrlando, FL · 109 clientsPrivate fund adviser
     Interactive Brokers 100%
     +00% 1 yr$129M
200. 14519
     Lone Peak AdvisersDraper, UT · 905 clientsWealth managerHybridTransitional Broker LLC
     Schwab 69%Assetmark 28%
     +00% 1 yr$125M