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

6001. 6001
      FLC Capital AdvisorsPalm Desert, CA · 325 clientsWealth managerWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$822M
6002. 6002
      Conservation Resource Partners, LLCExeter, NH · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$822M
6003. 6003
      Alta Fox Capital Management, LLCFort Worth, TX · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$821M
6004. 6004
      Palatine Fund Advisors, LLCMiami, FL · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$821M
6005. 6005
      Myda Advisors LLCWoodmere, NY · 7 clientsPrivate fund adviser
      Goldman Sachs 100%
      +00% 1 yr$821M
6006. 6006
      New Harbor Financial Group, LLCWorcester, MA · 1,019 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$821M
6007. 6007
      J.P. Marvel Wealth Management, Inc.Boston, MA · 69 clientsWealth manager
      State Street 100%
      +00% 1 yr$821M
6008. 6008
      Segra Capital Management, LLCPalm Beach, FL · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$821M
6009. 6009
      Albitz/miloe and Associates, Inc.Torrance, CA · 657 clientsWealth managerHybridCetera Wealth Services, LLC, clears through Pershing
      Schwab 100%
      +00% 1 yr$821M
6010. 6010
      Pacific CapitalCorona, CA · 78 clientsWealth manager
      Schwab 100%
      +00% 1 yr$821M
6011. 6011
      LNC PartnersArlington, VA · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$820M
6012. 6012
      Teleios Capital Partners LLCZUG, Switzerland · 4 clientsPrivate fund adviser
      BNY 100%
      +00% 1 yr$820M
6013. 6013
      Valicenti Advisory Services IncElmira, NY · 1,036 clientsWealth manager
      No custodian reported
      +00% 1 yr$820M
6014. 6014
      Premier Financial Group IncEureka, CA · 593 clientsWealth manager
      No custodian reported
      +00% 1 yr$820M
6015. 6015
      FSA Wealth PartnersRockville, MD · 698 clientsWealth manager
      Schwab 100%
      +00% 1 yr$820M
6016. 6016
      Advisors Management Group IncLa Crosse, WI · 1,918 clientsWealth manager
      Schwab 100%
      +00% 1 yr$820M
6017. 6017
      Abel Hall, LLCBaton Rouge, LA · 199 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$819M
6018. 6018
      Ccmp Growth, LPNew York, NY · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$819M
6019. 6019
      Greyrock Capital GroupChicago, IL · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$818M
6020. 6020
      Clear Brook Advisors, Inc.Boston, MA · 27 clientsWealth manager
      J.P. Morgan 91%
      +00% 1 yr$818M
6021. 6021
      A. N. Culbertson & Company, Inc.Charlottesville, VA · 315 clientsWealth manager
      Schwab 100%
      +00% 1 yr$818M
6022. 6022
      SSA Wealth AdvisorsZurich, Switzerland · 135 clientsAsset manager
      Bsisa 53%Banque SYZ SA 29%
      +00% 1 yr$817M
6023. 6023
      Manna Tree Partners, LLCDenver, CO · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$816M
6024. 6024
      Quadra Gestao De Recursos S.A.Sao Paulo, Brazil · 46 clientsPrivate fund adviser
      BNY 100%
      +00% 1 yr$816M
6025. 6025
      River Associates Investments, L.P.Chattanooga, TN · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$815M
6026. 6026
      Shulman Demeo Asset Management, LLCLake Success, NY · 356 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$815M
6027. 6027
      Forum Capital Advisors LLCDenver, CO · 6 clientsPrivate fund adviserHybridFCA Capital Markets LLC
      No custodian reported
      +00% 1 yr$815M
6028. 6028
      Shoreline Equity Partners, LLCNeptune Beach, FL · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$815M
6029. 6029
      Lorne Steinberg Wealth Management Inc.Montreal, Quebec, Canada · 1,047 clientsWealth manager
      National Bank Independent Network 100%
      +00% 1 yr$814M
6030. 6030
      Eldridge Investment Advisors IncManchester, NH · 687 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$814M
6031. 6031
      Claritas CapitalNashville, TN · 108 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$814M
6032. 6032
      CMH Wealth Management, LLCPortsmouth, NH · 326 clientsWealth manager
      Schwab 100%
      +00% 1 yr$813M
6033. 6033
      Kozak & Tripp Private Asset Management, Inc.Highlands Ranch, CO · 791 clientsWealth manager
      Schwab 100%
      +00% 1 yr$813M
6034. 6034
      Spectrum Financial Alliance, LTD., L.L.C.Nicholasville, KY · 674 clientsWealth manager
      Schwab 100%
      +00% 1 yr$813M
6035. 6035
      Divisar Capital Management, LLCSan Francisco, CA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$813M
6036. 6036
      Assetbuilder, Inc.Allen, TX · 720 clientsWealth manager
      No custodian reported
      +00% 1 yr$813M
6037. 6037
      Prosperitas Financial, LLCValencia, CA · 2,138 clientsWealth managerAffiliated broker-dealer
      Schwab 100%
      +00% 1 yr$812M
6038. 6038
      Integris Wealth Management, LLCMonterey, CA · 355 clientsWealth manager
      Schwab 100%
      +00% 1 yr$812M
6039. 6039
      Franklin, Parlapiano, Turner & Welch LLCHouston, TX · 104 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$811M
6040. 6040
      Speyside Equity Advisers LLCAnn Arbor, MI · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$811M