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

10321. 10321
       Hmount Asset Management (HK) LimitedHong Kong, Hong Kong · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$290M
10322. 10322
       Aspire Wealth ArchitectsWexford, PA · 137 clientsWealth manager
       Schwab 100%
       +00% 1 yr$290M
10323. 10323
       Mbia Capital AdvisorsCincinnati, OH · 258 clientsWealth manager
       Schwab 45%UBS 36%
       +00% 1 yr$290M
10324. 10324
       Fox Hill Wealth ManagementDedham, MA · 410 clientsWealth manager
       Schwab 93%
       +00% 1 yr$290M
10325. 10325
       Gimbal Financial, LLCCarmel, IN · 388 clientsWealth managerWrap sponsor
       Fidelity 100%
       +00% 1 yr$290M
10326. 10326
       Retirement Portfolios, LLCLawrence, KS · 245 clientsWealth manager
       Altruist 100%
       +00% 1 yr$290M
10327. 10327
       Full Financial Inc.264 clientsWealth manager
       Schwab 94%
       +00% 1 yr$290M
10328. 10328
       Cifc Private Credit Management LLCMiami, FL · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$290M
10329. 10329
       Legacy Wealth Management Group, Inc.Lynchburg, VA · 991 clientsWealth managerWrap sponsor
       LPL Financial 59%SEI 41%
       +00% 1 yr$290M
10330. 10330
       Pomona Wealth Management, LLC41 clientsAsset manager
       Schwab 72%Fidelity 25%
       +00% 1 yr$290M
10331. 10331
       Orser Capital Management LLCSouthlake, TX · 141 clientsWealth manager
       Schwab 100%
       +00% 1 yr$290M
10332. 10332
       LitfundMill Valley, CA · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$290M
10333. 10333
       One Stone Partners L.L.C.Miami, FL · 9 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$290M
10334. 10334
       Bluefin FinancialMoorestown, NJ · 331 clientsWealth manager
       Schwab 100%
       +00% 1 yr$290M
10335. 10335
       Fayerweather Management, LLCCambridge, MA · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$290M
10336. 10336
       Hiley Hunt Wealth Management, Inc.Omaha, NE · 265 clientsWealth manager
       Schwab 100%
       +00% 1 yr$290M
10337. 10337
       Watchtower Advisors, LPOld Greenwich, CT · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$289M
10338. 10338
       Family CFO Inc53 clientsWealth manager
       Schwab 100%
       +00% 1 yr$289M
10339. 10339
       Grant Koehler & Levin LTD.191 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$289M
10340. 10340
       Alcova Capital Management LPNew York, NY · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$289M
10341. 10341
       Gradient Advisors, LLCArden Hills, MN · 2,152 clientsWealth managerHybridGradient Securities, LLC
       Schwab 77%SEI 23%
       +00% 1 yr$289M
10342. 10342
       Aifam Group LLCRye, NY · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$289M
10343. 10343
       Aiga Capital Partners LLCJersey City, NJ · 4 clientsPrivate fund adviserHybrid
       No custodian reported
       +00% 1 yr$289M
10344. 10344
       Champion Hill Labs, LLC26 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$289M
10345. 10345
       Arba Credit Management, L.P.Conshohocken, PA · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$289M
10346. 10346
       North Star Advisory Group, LLCBeachwood, OH · 484 clientsWealth manager
       Schwab 88%
       +00% 1 yr$289M
10347. 10347
       Guardian Wealth Management Inc.Peoria, IL · 190 clientsWealth managerHybrid
       Schwab 91%
       +00% 1 yr$289M
10348. 10348
       PFG Private Wealth Management, LLCLutz, FL · 478 clientsWealth manager
       Schwab 100%
       +00% 1 yr$289M
10349. 10349
       Impactfolio LLCDenver, CO · 127 clientsWealth manager
       Schwab 100%
       +00% 1 yr$289M
10350. 10350
       Chatham CapitalAtlanta, GA · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$289M
10351. 10351
       Power Innovation Partners, L.P.New York, NY · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$289M
10352. 10352
       Greenhouse Wealth Management, LLCWestport, CT · 71 clientsWealth manager
       Schwab 100%
       +00% 1 yr$289M
10353. 10353
       Acadia Infrastructure Capital LPNew York, NY · 2 clientsAsset manager
       No custodian reported
       +00% 1 yr$289M
10354. 10354
       Yellowstone Capital PartnersGainesville, FL · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$289M
10355. 10355
       Philip Vongontard, CFA, LLCSt.louis, MO · 55 clientsWealth manager
       Schwab 100%
       +00% 1 yr$289M
10356. 10356
       GF Capital Asset Advisors, LLCNew York, NY · 7 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$288M
10357. 10357
       Financial Guidance Group, Inc.296 clientsWealth manager
       Shareholders Service Group 100%
       +00% 1 yr$288M
10358. 10358
       Oak Harbor Wealth Partners269 clientsWealth manager
       Schwab 100%
       +00% 1 yr$288M
10359. 10359
       Ridgepost Capital Advisors, LLCDallas, TX · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$288M
10360. 10360
       Traction Financial PartnersEncampment, WY · 338 clientsWealth managerHybrid
       LPL Financial 100%
       +00% 1 yr$288M