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

121. 9980
     Spring Mountain Capital, LPNew York, NY · 5 clientsPrivate fund adviser
     Interactive Brokers 100%
     +00% 1 yr$311M
122. 9989
     Guardian Investment ManagementTiburon, CA · 53 clientsWealth manager
     Schwab 57%Merrill / Bank of America 28%
     +00% 1 yr$310M
123. 10064
     Mountaineer Partners Management, LLCNew York, NY · 4 clientsPrivate fund adviser
     Merrill / Bank of America 100%
     +00% 1 yr$306M
124. 10070
     Adalta Capital Management LLCNew York, NY · 74 clientsWealth manager
     Schwab 72%
     +00% 1 yr$306M
125. 10149
     Lifeinvest Wealth Management, LTDMiami, FL · 261 clientsWealth managerHybrid
     Pershing 65%
     +00% 1 yr$301M
126. 10270
     Nuclo WealthHouston, TX · 72 clientsAsset manager
     Morgan Stanley 39%J.P. Morgan 29%
     +00% 1 yr$294M
127. 10468
     Modum Asset Management LLCMexico City, Mexico · 69 clientsWealth manager
     Morgan Stanley 34%Merrill / Bank of America 28%UBS 24%
     +00% 1 yr$283M
128. 10521
     WWM Advisory Inc.Culver City, CA · 110 clientsWealth manager
     Vanguard 50%Morgan Stanley 29%
     +00% 1 yr$280M
129. 10986
     Ridge Creek Global, Inc.51 clientsWealth manager
     Schwab 85%
     +00% 1 yr$255M
130. 11099
     Beadell A D Investment Counsel IncMequon, WI · 96 clientsWealth manager
     Schwab 78%
     +00% 1 yr$250M
131. 11252
     1620 Investment Advisors, Inc.Plymouth, MA · 242 clientsWealth manager
     Schwab 68%Fidelity 23%
     +00% 1 yr$242M
132. 11271
     Bassam Wealth Management, LLCPalm Beach, FL · 24 clientsWealth manager
     Blackstone Securities Partners L.P. 52%Fidelity 33%
     +00% 1 yr$241M
133. 11324
     Snowcap Capital ManagementDallas, TX · 11 clientsAsset manager
     J.P. Morgan 73%Merrill / Bank of America 27%
     +00% 1 yr$239M
134. 11484
     Loudon Investment Management, LLCWest Lebanon, NH · 76 clientsWealth manager
     Schwab 80%
     +00% 1 yr$232M
135. 11603
     Alerce Investment Management, L.P.Chicago, IL · 25 clientsPrivate fund adviser
     Computershare Trust Company 44%Pershing 35%
     +00% 1 yr$227M
136. 11624
     Dragus Capital, LLCCoral Gables, FL · 86 clientsWealth manager
     Banco Sabadell Miami Branch 65%Merrill / Bank of America 25%
     +00% 1 yr$226M
137. 11643
     Cais AdvisorsNew York, NY · 4 clientsPrivate fund adviserHybridCais Capital LLC
     Merrill / Bank of America 100%
     +00% 1 yr$225M
138. 11719
     MFG Family Office LLCCdmx, Mexico · 5 clientsAsset manager
     J.P. Morgan 88%
     +00% 1 yr$222M
139. 11817
     Rockbridge Asset Management, LLCAlexandria, VA · 58 clientsWealth manager
     Fidelity 89%
     +00% 1 yr$218M
140. 12132
     Guiry Capital Management, LLCPalm Beach Gardens, FL · 33 clientsWealth manager
     Schwab 52%Merrill / Bank of America 48%
     +00% 1 yr$204M
141. 12144
     Crystal Rock Capital Management, LLC.Bannockburn, IL · 1 clientsPrivate fund adviser
     Merrill / Bank of America 59%J.P. Morgan 41%
     +00% 1 yr$204M
142. 12343
     North Ground Capital3 clientsAsset manager
     Merrill / Bank of America 100%
     +00% 1 yr$196M
143. 12448
     Pettee Investors IncRowayton, CT · 27 clientsWealth manager
     J.P. Morgan 33%Schwab 29%
     +00% 1 yr$192M
144. 12554
     Shadowfall Capital & Research LLPLondon, United Kingdom · 5 clientsPrivate fund adviser
     Goldman Sachs 96%
     +00% 1 yr$188M
145. 12929
     Wall Street Investment Management, LLCAsset manager
     J.P. Morgan 39%Interactive Brokers 34%
     +00% 1 yr$175M
146. 13216
     Olive Street Capital Partners LLCLOS Angeles, CA · 8 clientsWealth manager
     Merrill / Bank of America 38%Schwab 36%Fidelity 25%
     +00% 1 yr$165M
147. 13243
     Bice Wealth Management LLCMiami, FL · 65 clientsWealth managerBank-affiliatedAffiliated broker-dealerBice Agente De Valores Limitada, Bice Inversiones Corredores De Bolsa S.A.
     Pershing 34%
     +00% 1 yr$164M
148. 13476
     Covey Capital Advisors, LLCAtlanta, GA · 28 clientsWealth manager
     Schwab 87%
     +00% 1 yr$156M
149. 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
150. 13693
     Cavalcade Capital LLCNew York, NYWealth manager
     Goldman Sachs 79%
     +00% 1 yr$150M
151. 14617
     Investment Consultants LLC11 clientsAsset manager
     Principal Trust 87%
     +00% 1 yr$123M
152. 14631
     V3limited LLCRadnor, PA · 57 clientsWealth manager
     Fidelity 60%Merrill / Bank of America 40%
     +00% 1 yr$122M
153. 14710
     Childress & Co LLC19 clientsAsset manager
     Merrill / Bank of America 60%J.P. Morgan 27%
     +00% 1 yr$120M
154. 14726
     Pinetree Advisors Corp.Miami, FL · 33 clientsWealth manager
     Merrill / Bank of America 27%LPL Financial 26%
     +00% 1 yr$120M
155. 14733
     Altman Investment Management LLCPrinceton, NJ · 39 clientsWealth manager
     Schwab 53%UBS 37%
     +00% 1 yr$120M
156. 15020
     Paladin Realty Partners, LLC8 clientsPrivate fund adviser
     Merrill / Bank of America 100%
     +00% 1 yr$112M
157. 15314
     Baffin Advisors LLC9 clientsWealth manager
     J.P. Morgan 37%Morgan Stanley 32%Merrill / Bank of America 32%
     +00% 1 yr$104M
158. 15513
     Vault Fiduciary LLCAsset manager
     Northern Trust 62%Merrill / Bank of America 38%
     +00% 1 yr$92M
159. 15678
     Reynolds Capital Management, LLCLAS Vegas, NV · 2 clientsAsset manager
     Morgan Stanley 85%
     +00% 1 yr$74M
160. 15728
     Capital Formation Advisers LLC7 clientsWealth manager
     Merrill / Bank of America 68%
     +00% 1 yr$68M