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

281. 15965
     DJ Wealth Systems, LLC20 clientsWealth manager
     Interactive Brokers 68%Schwab 32%
     +00% 1 yr$44M
282. 15968
     Esoterica Capital LLC2 clientsAsset manager
     Morgan Stanley 86%
     +00% 1 yr$43M
283. 16000
     Frank Capital Partners LLC19 clientsAsset manager
     Interactive Brokers 100%
     +00% 1 yr$41M
284. 16005
     Arcap Partners LLCPlainview, NY · 34 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$40M
285. 16006
     International Financial Planning LLC5 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$40M
286. 16020
     IHS Wealth Management LLCOyster Bay, NY · 23 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$39M
287. 16043
     Wharton Wealth Planning, LLCNew York, NY · 21 clientsWealth manager
     Interactive Brokers 96%
     +00% 1 yr$37M
288. 16054
     Mohawk Capital Advisors, LLC36 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$36M
289. 16055
     Palm Springs Advisory LLC25 clientsWealth manager
     Schwab 85%
     +00% 1 yr$36M
290. 16058
     Grand Slam Asset Management, LLCEnglewood Cliffs, NJ · 7 clientsPrivate fund adviser
     Interactive Brokers 100%
     +00% 1 yr$35M
291. 16061
     Wealthnest Capital Inc.Staten Island, NY · 78 clientsWealth manager
     TradePMR / Robinhood 99%
     +00% 1 yr$35M
292. 16077
     Mittleman Value Partners LLC20 clientsAsset manager
     BNP Paribas Securities 85%
     +00% 1 yr$33M
293. 16083
     Sage Tree WealthFairport, NY · 210 clientsWealth managerWrap sponsor
     Interactive Brokers 90%
     +00% 1 yr$33M
294. 16100
     MCA Cross Border Advisors Inc.Montreal, Canada · 39 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$31M
295. 16101
     Brightstone Capital Management, LLCSt. Clair, Port of Spain, Trinidad and Tobago · 32 clientsAsset manager
     Interactive Brokers 100%
     +00% 1 yr$31M
296. 16110
     Alphyn Capital Management LLCHicksville, NY · 6 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$30M
297. 16123
     S. Williams Capital, LLCNew York, NY · 17 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$29M
298. 16124
     BunkerSan Francisco, CA · 138 clientsWealth manager
     Interactive Brokers 84%
     +00% 1 yr$29M
299. 16132
     Mount Murray Investment Inc.Montreal, Quebec, Canada · 5 clientsAsset manager
     Northern Trust 72%Interactive Brokers 28%
     +00% 1 yr$28M
300. 16140
     GFM Asset Management LLCWeinfelden, Switzerland · 42 clientsWealth manager
     Interactive Brokers 98%
     +00% 1 yr$28M
301. 16143
     Maidstone Wealth Management, LLCCambridge, NY · 33 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$27M
302. 16154
     Karagosian Financial Services, IncCroton On Hudson, NY · 52 clientsWealth managerHybrid
     Pershing 89%
     +00% 1 yr$27M
303. 16159
     JPS Advisors LLC14 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$27M
304. 16166
     First GlobalNorth Harrow, Middx, United Kingdom · 746 clientsWealth managerAffiliated broker-dealerFirst Global Stockbroking PVT. LTD.
     Interactive Brokers 100%
     +00% 1 yr$26M
305. 16173
     Trowbridge Capital Partners LLC.4 clientsWealth managerBank-affiliated
     Schwab 63%Interactive Brokers 37%
     +00% 1 yr$26M
306. 16187
     LFN Advisors Inc.Muskegon, MI · 179 clientsWealth manager
     Schwab 95%
     +00% 1 yr$24M
307. 16188
     Rhizome Capital Management LLC4 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$24M
308. 16190
     Richline Capital Management Inc.Markham, Ontario, Canada · 28 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$23M
309. 16198
     Iqvestment, LLC235 clientsAsset manager
     Drivewealth 100%
     +00% 1 yr$22M
310. 16232
     Archway Private Wealth LLCManchester, United Kingdom · 37 clientsWealth manager
     Pershing 40%Rl360 29%
     +00% 1 yr$17M
311. 16235
     Highgate Group USA Inc.Montreal, Quebec, Canada · 20 clientsWealth managerHybridHighgate Group Inc.
     RBC 55%Interactive Brokers 45%
     +00% 1 yr$17M
312. 16248
     Caterer Goodman Partners LTD68 clientsWealth manager
     Interactive Brokers 62%Citi 26%
     +00% 1 yr$15M
313. 16254
     Networth CapitalMexico City, Mexico · 220 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$14M
314. 16259
     Overseas Capital Management LLCJing An District, Shanghai, China · 37 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$14M
315. 16296
     TinderwealthWealth manager
     Interactive Brokers 75%Schwab 25%
     +00% 1 yr$10M
316. 16299
     Empiric InstitutionalAustin, TX · 6 clientsAsset managerHybridEmpiric Distributors, Inc.
     Raymond James 57%Schwab 30%
     +00% 1 yr$10M
317. 16300
     HDI Capital LLCAsset manager
     Interactive Brokers 88%
     +00% 1 yr$10M
318. 16302
     Navalfa Activos AlternativosMexico City, Mexico · 13 clientsPrivate fund adviser
     Interactive Brokers 100%
     +00% 1 yr$9M
319. 16303
     Virgo Digital Asset Management Inc.North York, Canada · 33 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$9M
320. 16307
     Harbourfront Wealth America Inc.Vancouver, Canada · 22 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$9M