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

8001. 8001
      Contrary LLC11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$481M
8002. 8002
      10th Mountain, LLC5 clientsAsset manager
      Northern Trust 100%
      +00% 1 yr$480M
8003. 8003
      Trellis Wealth Advisors, LLCSan Luis Obispo, CA · 128 clientsWealth manager
      Schwab 100%
      +00% 1 yr$480M
8004. 8004
      Adams Ashby Financial AdvisorsSacramento, CA · 43 clientsWealth manager
      Schwab 100%
      +00% 1 yr$480M
8005. 8005
      Townsend Asset Management Corp.Raleigh, NC · 404 clientsWealth manager
      Schwab 100%
      +00% 1 yr$480M
8006. 8006
      Asset Advisory Group, Inc.Kinnelon, NJ · 171 clientsWealth manager
      Schwab 100%
      +00% 1 yr$480M
8007. 8007
      Match Grade AdvisorsGreenville, SC · 372 clientsAsset managerHybrid
      Schwab 100%
      +00% 1 yr$479M
8008. 8008
      Positive Selection Investment Management, LLCGreenwich, CT · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$479M
8009. 8009
      Priority Senior Secured Income Management, LLCWest Palm Beach, FL · 1 clientsAsset managerHybrid
      No custodian reported
      +00% 1 yr$479M
8010. 8010
      Keener Financial PlanningKeller, TX · 197 clientsWealth manager
      Schwab 100%
      +00% 1 yr$479M
8011. 8011
      Meredith Wealth PlanningMaryville, IL · 221 clientsWealth manager
      Schwab 100%
      +00% 1 yr$479M
8012. 8012
      Sound Point Meridian Management Company LLCNew York, NY · 1 clientsAsset manager
      No custodian reported
      +00% 1 yr$478M
8013. 8013
      IDB Lido Wealth, LLCNew York, NY · 209 clientsWealth managerBank-affiliatedAffiliated broker-dealerLido Securities, LLC
      Schwab 100%
      +00% 1 yr$478M
8014. 8014
      Great Oak Capital Partners, LLCSouth Easton, MA · 591 clientsWealth manager
      Schwab 100%
      +00% 1 yr$478M
8015. 8015
      Elmwood Wealth ManagementBerkeley, CA · 210 clientsWealth manager
      Schwab 100%
      +00% 1 yr$478M
8016. 8016
      Tingey Advisors IncSalt Lake City, UT · 395 clientsWealth manager
      Schwab 100%
      +00% 1 yr$478M
8017. 8017
      Barnes Wealth Management GroupBakersfield, CA · 897 clientsWealth managerHybrid
      Schwab 72%
      +00% 1 yr$477M
8018. 8018
      Midatlantic Capital Management, Inc.Richmond, VA · 172 clientsAsset manager
      Fidelity 82%
      +00% 1 yr$477M
8019. 8019
      JW Asset Management, LLC4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$477M
8020. 8020
      Broad Sky Partners LLCNew York, NY · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$477M
8021. 8021
      SFW Capital Partners LPRye, NY · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$477M
8022. 8022
      RFG Wealth AdvisoryArgyle, TX · 446 clientsWealth manager
      Schwab 100%
      +00% 1 yr$477M
8023. 8023
      MBM Wealth Consultants, LLCChesterfield, MO · 642 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$477M
8024. 8024
      Andra Capital LLCSan Francisco, CA · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$477M
8025. 8025
      Bridgeport PartnersNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$476M
8026. 8026
      Arborstone Financial, LLCAndover, MA · 1,129 clientsWealth manager
      Schwab 100%
      +00% 1 yr$476M
8027. 8027
      The Invictus Collective, LLCPark Ridge, IL · 16 clientsWealth manager
      Fidelity 61%Stonex Financial 39%
      +00% 1 yr$476M
8028. 8028
      Emerald Hill Capital Partners Holdings LLCLakewood, CO · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$476M
8029. 8029
      Wimmer Associates LLCPasadena, CA · 143 clientsWealth manager
      Schwab 82%
      +00% 1 yr$476M
8030. 8030
      G&s Capital LLCDenver, CO · 421 clientsWealth manager
      Schwab 100%
      +00% 1 yr$476M
8031. 8031
      Oneascent Wealth ManagementBirmingham, AL · 927 clientsWealth manager
      Schwab 100%
      +00% 1 yr$476M
8032. 8032
      Source Capital, LLCAtlanta, GA · 19 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$475M
8033. 8033
      Xendia Wealth LLCMiami, FL · 4,810 clientsWealth managerWrap sponsor
      Interactive Brokers 100%
      +00% 1 yr$475M
8034. 8034
      Allgen Financial Advisors, Inc.Orlando, FL · 1,097 clientsWealth manager
      Schwab 100%
      +00% 1 yr$475M
8035. 8035
      Carson Management Company, LLCDallas, TX · 20 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$475M
8036. 8036
      Nw1 PartnersLondon, United Kingdom · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$475M
8037. 8037
      Horiko Capital Management LLCNew York, NY · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$475M
8038. 8038
      Hammond Iles Wealth AdvisorsWethersfield, CT · 982 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$475M
8039. 8039
      S2 Fund Manager, LLCDallas, TX · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$475M
8040. 8040
      The O.H.I.O. FundCleveland, OH · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$475M