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

8641. 8641
      Grove Street Fiduciary, LLCPeterborough, NH · 297 clientsWealth manager
      Schwab 100%
      +00% 1 yr$413M
8642. 8642
      Northbridge Financial Group, LLCTampa, FL · 487 clientsWealth managerWrap sponsorHybrid
      Schwab 46%LPL Financial 29%Fidelity 25%
      +00% 1 yr$413M
8643. 8643
      SWS Capital Management, LLCNew York, NY · 7 clientsPrivate fund adviserHybridSiebert Williams Shank & Co., LLC
      BNY 34%U.S. Bank 34%UMB Bank 32%
      +00% 1 yr$413M
8644. 8644
      Auldbrass Partners, LPNew York, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$413M
8645. 8645
      Aletheian Wealth Advisors LLCBellevue, WA · 137 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$413M
8646. 8646
      Altamont Capital ManagementAsheville, NC · 163 clientsWealth manager
      Schwab 87%
      +00% 1 yr$412M
8647. 8647
      Kerberos Capital Management LLCChicago, IL · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$412M
8648. 8648
      Lakeside Advisors IncSeattle, WA · 213 clientsWealth manager
      Pershing 100%
      +00% 1 yr$412M
8649. 8649
      Auxo Investment Partners, LLCGrand Rapids, MI · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$412M
8650. 8650
      Bay Harbor Wealth Management, LLCHunt Valley, MD · 399 clientsWealth manager
      Schwab 100%
      +00% 1 yr$412M
8651. 8651
      Petix & Botte FinancialLa Mesa, CA · 473 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$412M
8652. 8652
      Foundation Wealth Management, LLCMedia, PA · 167 clientsWealth manager
      Schwab 100%
      +00% 1 yr$412M
8653. 8653
      Aurelius Capital Management, LPNew York, NY · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$412M
8654. 8654
      Curbstone Financial Management Corp.Manchester, NH · 277 clientsWealth manager
      Schwab 100%
      +00% 1 yr$412M
8655. 8655
      Vortus Investment Advisors, LLCFort Worth, TX · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$412M
8656. 8656
      Grandview Asset Management LLCHarrisburg, PA · 606 clientsWealth managerWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$412M
8657. 8657
      Slagle Financial, LLC.Edwardsville, IL · 1,510 clientsWealth manager
      Fidelity 84%
      +00% 1 yr$412M
8658. 8658
      Hall Capital Management Company, Inc.Barrington, RI · 543 clientsWealth manager
      Schwab 100%
      +00% 1 yr$412M
8659. 8659
      Yakira Capital Management, Inc.Westport, CT · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$412M
8660. 8660
      MB, Levis & Associates,llcCenter Valley, PA · 170 clientsWealth manager
      Schwab 100%
      +00% 1 yr$412M
8661. 8661
      HLM Management Co., LLCWaltham, MA · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$411M
8662. 8662
      Bdfs Capital LLCRehoboth Beach, DE · 762 clientsWealth managerWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$411M
8663. 8663
      Zuna, LLCPortland, OR · 58 clientsAsset manager
      No custodian reported
      +00% 1 yr$411M
8664. 8664
      Rooney Capital Management, Inc.1 clientsAsset manager
      No custodian reported
      +00% 1 yr$411M
8665. 8665
      Guardian Wealth Management, LLCChattanooga, TN · 348 clientsWealth manager
      Schwab 100%
      +00% 1 yr$411M
8666. 8666
      Everest Private WealthCupertino, CA · 90 clientsWealth manager
      Schwab 100%
      +00% 1 yr$411M
8667. 8667
      Copper FinancialLenexa, KS · 4,165 clientsBroker-dealer firmHybrid
      Apex Fintech 100%
      +00% 1 yr$411M
8668. 8668
      Access Financial Resources Inc.Oklahoma City, OK · 644 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$411M
8669. 8669
      ESO Management Services LLCSan Mateo, CA · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$411M
8670. 8670
      Blue Square Asset Management, LLCNew York, NY · 214 clientsWealth manager
      Schwab 100%
      +00% 1 yr$410M
8671. 8671
      Sunbeam Capital Management, LLC47 clientsWealth manager
      Fidelity 56%Schwab 44%
      +00% 1 yr$410M
8672. 8672
      Pavaki Capital Management, LLC1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$410M
8673. 8673
      BemanagedGrand Rapids, MI · 1,072 clientsWealth manager
      Fidelity 75%Vanguard 25%
      +00% 1 yr$410M
8674. 8674
      Ogborne Capital Management, LLC.San Francisco, CA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$410M
8675. 8675
      Taylor Financial Group, Inc.Roanoke, VA · 501 clientsWealth managerWrap sponsor
      Pershing 100%
      +00% 1 yr$410M
8676. 8676
      Momentous Wealth Management, Inc.Vancouver, WA · 492 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$410M
8677. 8677
      Sustainable Insight Capital Management, LLCNew York, NY · 2 clientsAsset manager
      State Street 51%BNY 49%
      +00% 1 yr$410M
8678. 8678
      Boyd Wealth Management, LLCSacramento, CA · 162 clientsWealth manager
      Schwab 86%
      +00% 1 yr$410M
8679. 8679
      Professional Financial Solutions, LLCFairfax, VA · 279 clientsWealth manager
      Schwab 100%
      +00% 1 yr$410M
8680. 8680
      Vcfa GroupNew York, NY · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$410M