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. 4736
     Webs Creek Capital Management LPDallas, TX · 7 clientsPrivate fund adviser
     Morgan Stanley 70%
     +00% 1 yr$1.3B
122. 4787
     Bwcp, LPDallas, TX · 6 clientsPrivate fund adviser
     Morgan Stanley 100%
     +00% 1 yr$1.2B
123. 4836
     James Investment Research IncXenia, OH · 431 clientsAsset managerHybrid
     Schwab 47%Morgan Stanley 39%
     +00% 1 yr$1.2B
124. 4943
     Academy Capital ManagementWaco, TX · 996 clientsWealth manager
     Schwab 81%
     +00% 1 yr$1.2B
125. 5046
     Founders Family OfficeMiami, FL · 8 clientsWealth manager
     J.P. Morgan 72%
     +00% 1 yr$1.1B
126. 5110
     Tri Locum Partners LPNew York, NY · 8 clientsPrivate fund adviser
     Morgan Stanley 100%
     +00% 1 yr$1.1B
127. 5140
     FJ Capital Management LLCMcLean, VA · 10 clientsPrivate fund adviser
     Morgan Stanley 45%Barclays Capital 42%
     +00% 1 yr$1.1B
128. 5189
     Penso Advisors, LLCNew York, NY · 4 clientsPrivate fund adviser
     J.P. Morgan 99%
     +00% 1 yr$1.1B
129. 5231
     Panoramika Advisors Inc.Miami, FL · 26 clientsAsset manager
     State Street 42%
     +00% 1 yr$1.1B
130. 5340
     Isometry Capital, LLCNew York, NY · 12 clientsPrivate fund adviser
     Riyad Capital 79%
     +00% 1 yr$1.0B
131. 5343
     Nasdaq Dorsey WrightRichmond, VA · 840 clientsAsset managerAffiliated broker-dealerNPM Securities, LLC, Nasdaq Capital Markets Advisory LLC
     Wells Fargo 37%
     +00% 1 yr$1.0B
132. 5407
     Advisory Research IncChicago, IL · 444 clientsAsset manager
     UBS 36%Wells Fargo 26%Morgan Stanley 24%
     +00% 1 yr$991M
133. 5507
     Pioneer Family Office, LLCNorth Miami Beach, FL · 170 clientsAsset manager
     Morgan Stanley 68%Bank Julius BAR & Co.ag 32%
     +00% 1 yr$957M
134. 5724
     Makrod Investment Associates IncVerona, NJ · 576 clientsWealth manager
     Schwab 82%
     +00% 1 yr$894M
135. 5750
     Thomas J. Herzfeld Advisors, Inc.Miami Beach, FL · 300 clientsPrivate fund adviser
     Schwab 41%RBC 37%
     +00% 1 yr$890M
136. 5757
     Erguz, LLCThe Woodlands, TX · 51 clientsWealth manager
     Raymond James 43%Morgan Stanley 40%
     +00% 1 yr$889M
137. 5828
     StorgeCoral Gables, FL · 70 clientsWealth manager
     Banco De Sabadell, S.A. 30%Morgan Stanley 24%UBS 23%J.P. Morgan 22%
     +00% 1 yr$867M
138. 5863
     Sengu Capital LimitedHong Kong, Hong Kong · 7 clientsAsset manager
     Morgan Stanley 55%Barclays 22%
     +00% 1 yr$859M
139. 5889
     Harbor AdvisorsWest Palm Beach, FL · 10 clientsAsset manager
     Morgan Stanley 59%Interactive Brokers 32%
     +00% 1 yr$852M
140. 5945
     Torreyana CapitalLa Jolla, CA · 7 clientsAsset manager
     Morgan Stanley 100%
     +00% 1 yr$837M
141. 5987
     Madden Asset ManagementDallas, TX · 162 clientsWealth manager
     Schwab 77%Morgan Stanley 23%
     +00% 1 yr$826M
142. 6062
     Northstar Asset Management, IncBoston, MA · 194 clientsWealth managerWrap sponsor
     Morgan Stanley 66%Schwab 34%
     +00% 1 yr$806M
143. 6085
     Hunters Moon Capital LLPLondon, United Kingdom · 6 clientsPrivate fund adviser
     Morgan Stanley 100%
     +00% 1 yr$803M
144. 6086
     Hunters Moon Capital (US) LPNew York, NY · 6 clientsPrivate fund adviser
     Morgan Stanley 100%
     +00% 1 yr$803M
145. 6143
     Hale Partnership Capital Management, LLCCharlotte, NC · 11 clientsAsset manager
     Goldman Sachs 43%Wells Fargo 30%
     +00% 1 yr$788M
146. 6167
     Enhalus Capital, LPNew York, NY · 7 clientsPrivate fund adviser
     Morgan Stanley 87%
     +00% 1 yr$786M
147. 6228
     Seabridge Investment Advisors LLCSummit, NJ · 201 clientsWealth manager
     Schwab 91%
     +00% 1 yr$771M
148. 6478
     Davern Capital Partners, LPNew York, NY · 3 clientsAsset manager
     Morgan Stanley 100%
     +00% 1 yr$715M
149. 6486
     RV CapitalSchindellegi, Switzerland · 3 clientsPrivate fund adviser
     BNY 49%Morgan Stanley 28%
     +00% 1 yr$713M
150. 6503
     Covision Advisors LLCNew York, NY · 10 clientsPrivate fund adviser
     Pershing 100%
     +00% 1 yr$708M
151. 6523
     MarchantLondon, United Kingdom · 6 clientsPrivate fund adviser
     Morgan Stanley 99%
     +00% 1 yr$705M
152. 6567
     Maltese Capital Management, LLCNew York, NY · 7 clientsPrivate fund adviser
     Morgan Stanley 100%
     +00% 1 yr$696M
153. 6575
     Blueshift Asset ManagementRed Bank, NJ · 7 clientsAsset manager
     Morgan Stanley 92%
     +00% 1 yr$694M
154. 6595
     Alti Wealth Management (US International), Inc.Coral Gables, FL · 37 clientsWealth managerPublic-company ownedAffiliated broker-dealerAlti Strategic Advisory (UK) Limited
     J.P. Morgan 42%Morgan Stanley 30%Citi 28%
     +00% 1 yr$691M
155. 6717
     Capeview Capital LLPLondon, United Kingdom · 5 clientsPrivate fund adviser
     Goldman Sachs 27%Citi 24%LGT Bank LTD. 24%
     +00% 1 yr$668M
156. 6911
     Vizcaya Capital, LLCMiami, FL · 346 clientsWealth manager
     J.P. Morgan 60%Pershing 22%
     +00% 1 yr$631M
157. 6967
     Shoten Capital LPAustin, TX · 4 clientsPrivate fund adviser
     Morgan Stanley 75%Goldman Sachs 25%
     +00% 1 yr$622M
158. 7084
     Deuterium Capital Management, LLCClearwater, FL · 6 clientsAsset manager
     Merrill / Bank of America 44%Morgan Stanley 35%
     +00% 1 yr$604M
159. 7195
     Tensor Edge Capital, LLCBoston, MA · 3 clientsPrivate fund adviser
     Morgan Stanley 100%
     +00% 1 yr$585M
160. 7281
     Westward Investment AdvisoryMission, KS · 20 clientsWealth managerHybrid
     Morgan Stanley 56%Robert W. Baird & Co. Incorporated 44%
     +00% 1 yr$572M