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

9201. 9201
      Strategy Financial GroupPhoenix, AZ · 1,051 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$367M
9202. 9202
      Oder Investment Management, LLCWoodland Hills, CA · 201 clientsWealth manager
      Schwab 100%
      +00% 1 yr$367M
9203. 9203
      T. Anton Investment House, Inc.Madison, WI · 328 clientsWealth manager
      No custodian reported
      +00% 1 yr$367M
9204. 9204
      Saraza Management LPNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$366M
9205. 9205
      FIO Advisors LPNew York, NY · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$366M
9206. 9206
      Jacobs Asset Management, LLCNew York, NY · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$366M
9207. 9207
      Shira Ridge Wealth ManagementSan Rafael, CA · 281 clientsWealth manager
      Schwab 100%
      +00% 1 yr$366M
9208. 9208
      M. E. Allison & Co., Inc.San Antonio, TX · 499 clientsBroker-dealer firmHybrid
      Fidelity 0%
      +00% 1 yr$366M
9209. 9209
      Haverford Financial Services, Inc.Radnor, PA · 18 clientsAsset manager
      PNC Wealth Management 50%Morgan Stanley 31%
      +00% 1 yr$366M
9210. 9210
      Sharper & Granite LLCEl Segundo, CA · 135 clientsWealth manager
      Schwab 100%
      +00% 1 yr$366M
9211. 9211
      Old Hickory Partners Management, LPAustin, TX · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$366M
9212. 9212
      Financial Life AdvisorsSan Antonio, TX · 209 clientsWealth manager
      Schwab 100%
      +00% 1 yr$366M
9213. 9213
      Camden Wealth Advisors LLCHouston, TX · 160 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$366M
9214. 9214
      Homage Wealth Group LLCHouston, TX · 4 clientsWealth manager
      Schwab 100%
      +00% 1 yr$366M
9215. 9215
      Sage Advisors, LLCNew York, NY · 25 clientsPrivate fund adviserAffiliated broker-dealerCP Client Solutions LLC
      No custodian reported
      +00% 1 yr$366M
9216. 9216
      Royal Oak Financial Advisors, LLCRoyal Oak, MI · 765 clientsWealth manager
      Schwab 100%
      +00% 1 yr$366M
9217. 9217
      Innovius Capital Management, LLCSan Francisco, CA · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$366M
9218. 9218
      Asilia Credit InvestmentsSalt Lake City, UT · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$366M
9219. 9219
      North CapitalSalt Lake City, UT · 182 clientsWealth managerPublic-company ownedHybridNorth Capital Agency Brokerage, LLC, North Capital Private Securities Corporation
      Schwab 97%
      +00% 1 yr$366M
9220. 9220
      Chicago Wealth Management, Inc.Chicago, IL · 304 clientsWealth manager
      Schwab 100%
      +00% 1 yr$366M
9221. 9221
      Inflection Capital Management, LLCSan Francisco, CA · 17 clientsWealth manager
      Fidelity 60%Schwab 40%
      +00% 1 yr$366M
9222. 9222
      Asset Planning Services IncCovington, LA · 148 clientsWealth manager
      Schwab 100%
      +00% 1 yr$366M
9223. 9223
      Prairiewood Wealth ManagementFargo, ND · 244 clientsWealth manager
      Schwab 100%
      +00% 1 yr$365M
9224. 9224
      Tealwood Asset ManagementMinneapolis, MN · 231 clientsWealth manager
      Schwab 67%Fidelity 33%
      +00% 1 yr$365M
9225. 9225
      India Capital LLCMinneapolis, MN · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$365M
9226. 9226
      Beaumont Asset Management, LLCBeaumont, TX · 219 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$365M
9227. 9227
      Regimen Wealth, LLCAtlanta, GA · 216 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$365M
9228. 9228
      Collegiate Peaks Asset Management, LLCDenver, CO · 6 clientsAsset manager
      Northern Trust 51%BNY 31%
      +00% 1 yr$365M
9229. 9229
      My Personal CFO, LLCVancouver, WA · 85 clientsWealth manager
      Schwab 100%
      +00% 1 yr$365M
9230. 9230
      Kondo Wealth Advisors, IncPasadena, CA · 362 clientsBroker-dealer firmHybrid
      Schwab 100%
      +00% 1 yr$365M
9231. 9231
      EVR Research LPRichmond, VA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$365M
9232. 9232
      Kynance Cove Capital LLPLondon, United Kingdom · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$365M
9233. 9233
      Reservoir Operations, L.P.New York, NY · 6 clientsPrivate fund adviserAffiliated broker-dealer
      No custodian reported
      +00% 1 yr$365M
9234. 9234
      Lucerne Capital Management, LPGreenwich, CT · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$365M
9235. 9235
      FPC Investment Advisory, Inc.Petaluma, CA · 162 clientsWealth manager
      Schwab 100%
      +00% 1 yr$365M
9236. 9236
      Signify Wealth LLCSt. Louis, MO · 114 clientsWealth manager
      Schwab 100%
      +00% 1 yr$365M
9237. 9237
      TL Private WealthSouthlake, TX · 269 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$364M
9238. 9238
      Shelton Wealth Management, LLCFort Worth, TX · 155 clientsWealth managerWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$364M
9239. 9239
      Sebold Capital Management, IncLisle, IL · 204 clientsWealth manager
      Schwab 100%
      +00% 1 yr$364M
9240. 9240
      Synergy FG126 clientsWealth manager
      Schwab 100%
      +00% 1 yr$364M