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

9721. 9721
      CI Capital Partners7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$329M
9722. 9722
      Pearl PlanningDexter, MI · 305 clientsWealth manager
      Raymond James 82%
      +00% 1 yr$329M
9723. 9723
      Benchmark Investment Advisors LLCChicago, IL · 126 clientsWealth manager
      Fidelity 79%
      +00% 1 yr$329M
9724. 9724
      Wealth Management Cpas, LLCSalt Lake City, UT · 396 clientsWealth manager
      Schwab 100%
      +00% 1 yr$329M
9725. 9725
      Power Financial Partners, LLCTampa, FL · 250 clientsAsset managerHybrid
      Schwab 100%
      +00% 1 yr$329M
9726. 9726
      NWM Advisors, LLCSan Luis Obispo, CA · 191 clientsWealth manager
      Schwab 100%
      +00% 1 yr$329M
9727. 9727
      MTC Wealth ManagementTampa, FL · 2 clientsAsset manager
      No custodian reported
      +00% 1 yr$329M
9728. 9728
      Techquity Capital ManagementAustin, TX · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$329M
9729. 9729
      Game Creek Capital, LPBoston, MA · 14 clientsPrivate fund adviser
      Fiduciary Trust 73%
      +00% 1 yr$329M
9730. 9730
      BR Wealth ManagementBoise, ID · 348 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$329M
9731. 9731
      Fvlcrum Partners, LLCBethesda, MD · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$329M
9732. 9732
      Ballast Capital Advisors, LLCWest Des Moines, IA · 42 clientsWealth manager
      RBC 100%
      +00% 1 yr$329M
9733. 9733
      Artifex Financial Group, LLCOakwood, OH · 318 clientsWealth manager
      Schwab 100%
      +00% 1 yr$329M
9734. 9734
      Wolf River Capital Management, LLCMemphis, TN · 27 clientsPrivate fund adviser
      BNY 56%Fidelity 44%
      +00% 1 yr$329M
9735. 9735
      Kenney Investments IncNorthfield, IL · 34 clientsWealth manager
      Schwab 69%Merrill / Bank of America 31%
      +00% 1 yr$328M
9736. 9736
      OMC Financial Services LTDDewitt, NY · 269 clientsWealth manager
      Schwab 100%
      +00% 1 yr$328M
9737. 9737
      Glide CapitalMiami, FL · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$328M
9738. 9738
      Torrey Growth & Income Advisors, LLCDel Mar, CA · 293 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$328M
9739. 9739
      Zenith Wealth AdvisorsScottsdale, AZ · 92 clientsWealth managerBank-affiliated
      Schwab 100%
      +00% 1 yr$328M
9740. 9740
      Thomas Story and SON LLCPlymouth, IN · 39 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$328M
9741. 9741
      Sterneck Capital Management LLCKansas City, MO · 265 clientsWealth manager
      Schwab 100%
      +00% 1 yr$328M
9742. 9742
      Oxford Wealth Group, LLCOrlando, FL · 915 clientsWealth manager
      Schwab 100%
      +00% 1 yr$328M
9743. 9743
      Weitzel Financial Services, Inc.Dubuque, IA · 1,134 clientsBroker-dealer firmHybrid
      Schwab 100%
      +00% 1 yr$328M
9744. 9744
      Shore Point Advisors, LLCBrielle, NJ · 668 clientsWealth manager
      Schwab 100%
      +00% 1 yr$328M
9745. 9745
      Fukoku Life International (america) Inc.New York, NY · 2 clientsAsset manager
      Global Custody Services 100%
      +00% 1 yr$328M
9746. 9746
      Hudson Capital Advisory, Inc.Buffalo, NY · 244 clientsWealth manager
      Fidelity 65%Schwab 35%
      +00% 1 yr$328M
9747. 9747
      Financial Decisions, LLCNew York, NY · 152 clientsWealth manager
      Schwab 85%
      +00% 1 yr$328M
9748. 9748
      Cimarron Wealth Management, Inc.Montrose, CO · 572 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$327M
9749. 9749
      RYE Brook Capital, LLCGreenwich, CT · 20 clientsAsset manager
      Morgan Stanley 73%Pershing 24%
      +00% 1 yr$327M
9750. 9750
      Level 5 Capital Partners, LLC25 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$327M
9751. 9751
      Latko Wealth Management, LTD.Frankfort, IL · 499 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$327M
9752. 9752
      Greenwood Family Advisors LLCMiami, FL · 16 clientsWealth manager
      J.P. Morgan 100%
      +00% 1 yr$327M
9753. 9753
      Pointone Family OfficeManhattan Beach, CA · 25 clientsWealth managerHybrid
      Goldman Sachs 100%
      +00% 1 yr$327M
9754. 9754
      Octavia Investments LLC73 clientsWealth manager
      Schwab 100%
      +00% 1 yr$327M
9755. 9755
      Vinci Partners USANew York, NY · 73 clientsAsset managerHybridCG Compass (USA) LLC, Vinci Assessoria Financeira Ltda., clears through Pershing
      Morgan Stanley 67%
      +00% 1 yr$327M
9756. 9756
      Ardent Capital Management, Inc.Cincinnati, OH · 113 clientsWealth manager
      U.S. Bank 100%
      +00% 1 yr$327M
9757. 9757
      Wilkerson Advisory Group LLCColumbia, MO · 582 clientsWealth manager
      Schwab 100%
      +00% 1 yr$327M
9758. 9758
      Mpwm Advisory Solutions LLCAlpharetta, GA · 589 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$327M
9759. 9759
      Avondale Wealth Management LLCWest Lake Hills, TX · 201 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$327M
9760. 9760
      MFG Partners LLCNew York, NY · 19 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$327M