Find RIAs by name, city, or state
Search for Registered Investment Advisers by name, city, state, country, or Reg AUM. View Regulatory AUM, address, contact info, control persons, and details. Purchase AUM range filters for funds, private equity, and venture capital funds.
Showing 1–20 of 1,000 ranked alternatives.
Iris Social Stock App Inc.
Copy trades in real-time
Automate investments by copying selected traders in real-time. Connect existing portfolios to replicate trades. Access a trader directory to choose and follow specific accounts. Track performance and manage copied trades within the portfolio.
Fidelity Investments
Invest in stocks and track your portfolio
Track stock prices and set price alerts for timely updates. Trade stocks, ETFs, and mutual funds with research tools. Manage cryptocurrencies like bitcoin and ethereum through Crypto®. Schedule transfers, automate , and pay bills directly.
ASEEL CAPITAL COMPANY
Invest in real estate funds
Invest in real estate and investment funds through crowdfunding. View project details, set funding goals, and track returns. Manage portfolios, receive updates, and access investor reports.
Morningstar, Inc.
Track investments, analyze portfolios, set goals
Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.
Wells Fargo Bank
Manage accounts, view balances, track transactions
Access cash, credit, and investment accounts with biometric authentication. Review transaction history and balances. Manage credit card transactions, rewards, and card settings.
Credit Union of America
View balances, track transactions
View current balances and transactions. Transfer funds between eligible accounts. Pay bills and deposit checks via camera. Manage debit card settings. Receive account and transaction alerts. Locate branches and ATMs.
Michael YOUNG
Real estate fund returns data.
The app provides quarterly and annual total returns for 28 institutional open-end commingled real estate funds. These funds pursue a core investment strategy and have performance histories dating back to 1978.
Hapi Corp.
In and ETFs from Latin America
In and ETFs with fractional share purchases starting at USD 5. View portfolio performance and track investments. Access educational resources and market news. Deposit funds using local payment methods.
Indiana Members Credit Union
Check balances, transfer funds, view transactions, pay
Check balances, view transaction history, transfer funds between accounts, and pay bills directly. Set up recurring payments and receive alerts for account activity.
Skadden, Arps, Slate, Meagher & Flom LLP
Access legal documents and market insights
Access reference materials including government rules, reporting requirements, and filing deadlines. View contact information for attorneys. Link to external resources and regulatory guidance.
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