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

241. 15518
     Mundoval Capital Management, Inc.La Jolla, CA · 67 clientsWealth manager
     Schwab 56%Huntington Bank 26%
     +00% 1 yr$92M
242. 15540
     Weatherhelm Capital Management LLCCambridge, NY · 77 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$91M
243. 15545
     Seraph Capital Associates, LLCBartlesville, OK · 445 clientsAsset manager
     Fidelity 51%Interactive Brokers 37%
     +00% 1 yr$90M
244. 15554
     Aldemar Research Corporation79 clientsWealth managerHybrid
     Schwab 83%
     +00% 1 yr$89M
245. 15556
     Tradeway611 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$89M
246. 15557
     Orchard Advisors281 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$89M
247. 15589
     Derastone19 clientsAsset manager
     Interactive Brokers 100%
     +00% 1 yr$84M
248. 15602
     Double Duty Money Management LLCNew York, NY · 14 clientsWealth manager
     Vanguard 73%Interactive Brokers 27%
     +00% 1 yr$84M
249. 15606
     Proxy Wealth Advisors LLCWindermere, FL · 614 clientsWealth managerWrap sponsor
     Interactive Brokers 78%
     +00% 1 yr$83M
250. 15663
     Active Wealth AdvisorsWoodcliff Lake, NJ · 21 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$75M
251. 15679
     Wright Private Asset Management LLCShelton, CT · 36 clientsAsset managerHybridWright Investors' Service Distributors, Inc.
     Schwab 68%
     +00% 1 yr$74M
252. 15689
     The Bycoff Group LLC62 clientsWealth manager
     Interactive Brokers 72%Goldman Sachs 28%
     +00% 1 yr$73M
253. 15695
     Stylus Capital LLCIstanbul, Turkey · 64 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$72M
254. 15699
     Silver Advisors, LLCNew York, NY · 14 clientsWealth manager
     J.P. Morgan 84%
     +00% 1 yr$72M
255. 15716
     Wisdom Capital Asset Management, LLC29 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$71M
256. 15718
     Polaris Financial, LLC854 clientsWealth manager
     Altruist 95%
     +00% 1 yr$70M
257. 15719
     Resolve Asset Management Inc.Toronto, Canada · 1 clientsAsset manager
     Interactive Brokers 100%
     +00% 1 yr$70M
258. 15735
     Black Hill Capital Partners, LLCSan Francisco, CA · 1 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$68M
259. 15751
     Kineo Capital LLCNew York, NY · 18 clientsPrivate fund adviser
     Interactive Brokers 100%
     +00% 1 yr$65M
260. 15753
     Florence Capital Advisors, LLC37 clientsPrivate fund adviser
     Interactive Brokers 100%
     +00% 1 yr$65M
261. 15755
     Malatai Capital LLCNew York, NY · 38 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$65M
262. 15777
     Seraphim Capital Management, LLC180 clientsWealth manager
     LPL Financial 89%
     +00% 1 yr$63M
263. 15784
     Truehaven CapitalFranklin, TN · 28 clientsWealth manager
     Interactive Brokers 67%Schwab 33%
     +00% 1 yr$62M
264. 15807
     Richmond Quantitative Advisors, LLC46 clientsAsset manager
     Interactive Brokers 100%
     +00% 1 yr$60M
265. 15811
     Quantel Asset Management LLCNew York, NY · 134 clientsWealth manager
     Interactive Brokers 72%Schwab 28%
     +00% 1 yr$60M
266. 15813
     AWM Global AdvisorsSan Diego, CA · 73 clientsWealth managerBank-affiliated
     Interactive Brokers 100%
     +00% 1 yr$59M
267. 15829
     Amplify Endowment Management, LLC2 clientsAsset manager
     Interactive Brokers 100%
     +00% 1 yr$58M
268. 15831
     Princeton Value Partners LLCNew York, NY · 31 clientsAsset manager
     Interactive Brokers 100%
     +00% 1 yr$57M
269. 15832
     Emeth Value Capital, LLCNew Orleans, LA · 37 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$57M
270. 15858
     Magnifina, LLCBedford Hills, NY · 13 clientsWealth manager
     Schwab 60%Interactive Brokers 40%
     +00% 1 yr$54M
271. 15894
     Piano Wealth ManagementVictor, NY · 49 clientsAsset manager
     Interactive Brokers 100%
     +00% 1 yr$51M
272. 15913
     ARM Financial LLC60 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$49M
273. 15921
     Byron Place Capital Management, LLCMetuchen, NJ · 39 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$48M
274. 15925
     Best Life Infinity, LLCColorado Springs, CO · 110 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$48M
275. 15928
     Dubeau Capital USA Inc.Quebec City, Quebec, Canada · 11 clientsWealth managerHybridDubeau Capital & Co LTD
     Interactive Brokers 100%
     +00% 1 yr$48M
276. 15933
     Davis Capital Advisors, LLCNew York, NY · 60 clientsWealth managerWrap sponsorHybridDavis Securities LLC
     Interactive Brokers 100%
     +00% 1 yr$47M
277. 15941
     Investire LLCBuenos Aires, Argentina · 132 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$46M
278. 15944
     Insights InvestmentsPalo Alto, CA · 33,896 clientsWealth managerWrap sponsor
     Alpaca Securities 56%Interactive Brokers 44%
     +00% 1 yr$46M
279. 15957
     Elkwater CapitalNew York, NY · 4 clientsPrivate fund adviser
     Interactive Brokers 100%
     +00% 1 yr$45M
280. 15964
     The Mass GroupDubai, United Arab Emirates · 81 clientsWealth manager
     Schwab 58%Interactive Brokers 42%
     +00% 1 yr$44M