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

10361. 10361
       Palisade InfrastructureNew York, NY · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$288M
10362. 10362
       Worth Asset ManagementDallas, TX · 333 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$288M
10363. 10363
       Echo Wealth Management, LLCPlymouth, MN · 144 clientsWealth manager
       Schwab 100%
       +00% 1 yr$288M
10364. 10364
       Innova Wealth Partners, LLCNewtown, PA · 521 clientsWealth manager
       Schwab 100%
       +00% 1 yr$288M
10365. 10365
       Kanani Advisory Group Inc.Irvine, CA · 598 clientsWealth manager
       Fidelity 75%Schwab 25%
       +00% 1 yr$288M
10366. 10366
       Moelis Asset Catalyst PartnersSt Louis, MO · 2 clientsPrivate fund adviserAffiliated broker-dealerMoelis & Company LLC
       No custodian reported
       +00% 1 yr$288M
10367. 10367
       Financial Independence, LLCWarwick, RI · 279 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$288M
10368. 10368
       Capital Cities InvestmentsIndianapolis, IN · 476 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$288M
10369. 10369
       Optivise Advisory Services LLCFranklin, TN · 1,233 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$288M
10370. 10370
       Factorpoint Planning, LLCPittsford, NY · 141 clientsWealth manager
       Schwab 100%
       +00% 1 yr$288M
10371. 10371
       Southwest Money Management Inc5 clientsAsset manager
       Stifel 79%
       +00% 1 yr$288M
10372. 10372
       Grand Central Music3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$288M
10373. 10373
       Liquid Capital Management LLCLos Angeles, CA · 3 clientsPrivate fund adviserHybridRainmaker Securities, LLC
       No custodian reported
       +00% 1 yr$288M
10374. 10374
       Broadlight Capital Management, LLCGreenwich, CT · 6 clientsPrivate fund adviserHybrid
       No custodian reported
       +00% 1 yr$288M
10375. 10375
       One Wealth MAP, LLCLas Vegas, NV · 223 clientsWealth manager
       No custodian reported
       +00% 1 yr$287M
10376. 10376
       Burkholder & Associates, LLCWashington, DC · 93 clientsWealth managerHybrid
       Fidelity 100%
       +00% 1 yr$287M
10377. 10377
       Martin Nelson & Co., Inc.Seattle, WA · 422 clientsBroker-dealer firmHybrid
       Schwab 100%
       +00% 1 yr$287M
10378. 10378
       Valtrion Capital Management, LLCFranklin, TN · 188 clientsWealth managerBank-affiliated
       Schwab 57%Fidelity 43%
       +00% 1 yr$287M
10379. 10379
       Pinnacle Partner Management LLCSeattle, WA · 13 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$287M
10380. 10380
       Valley Financial GroupAmbler, PA · 508 clientsBroker-dealer firmHybrid
       Fidelity 100%
       +00% 1 yr$287M
10381. 10381
       The Gores Group, LLCBeverly Hills, CA · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$287M
10382. 10382
       Rice Financial Consulting, Inc.Los Gatos, CA · 369 clientsWealth manager
       Schwab 65%Axos 35%
       +00% 1 yr$287M
10383. 10383
       Kaizen Financial Strategies, LLCPleasanton, CA · 284 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$287M
10384. 10384
       Teeple Snyder Newsome Wealth & Tax ManagementBrownsburg, IN · 606 clientsWealth manager
       Schwab 100%
       +00% 1 yr$287M
10385. 10385
       Perini CapitalCarlsbad, NM · 71 clientsPrivate fund adviser
       U.S. Bank 100%
       +00% 1 yr$287M
10386. 10386
       McBeath Financial GroupNormal, IL · 237 clientsWealth manager
       Schwab 100%
       +00% 1 yr$287M
10387. 10387
       Pathways Wealth Management, Inc.508 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$287M
10388. 10388
       GAP Asset Management, LLCSouth Bend, IN · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$287M
10389. 10389
       Lynx Capital Group LTD71 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$287M
10390. 10390
       Alchemi Wealth, LLCEssex, CT · 1,136 clientsWealth manager
       Schwab 100%
       +00% 1 yr$287M
10391. 10391
       Skyview Financial Group, LLCPonte Vedra Beach, FL · 362 clientsWealth managerWrap sponsor
       Fidelity Distributors Company 100%
       +00% 1 yr$287M
10392. 10392
       Otto & Associates, Inc.Norwich, VT · 152 clientsWealth manager
       Schwab 100%
       +00% 1 yr$287M
10393. 10393
       Vila, LLCSan Francisco, CA · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$287M
10394. 10394
       J.F. Williams Co., Inc.Denver, CO · 144 clientsWealth manager
       Schwab 100%
       +00% 1 yr$286M
10395. 10395
       Tritonpoint Partners, LLCChevy Chase, MD · 74 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$286M
10396. 10396
       BAU AdvisorsMiami, FL · 11 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$286M
10397. 10397
       The Foundation Investment GroupLafayette, CA · 151 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$286M
10398. 10398
       JIM Saulnier & Associates, LLCFort Collins, CO · 184 clientsWealth manager
       Schwab 100%
       +00% 1 yr$286M
10399. 10399
       Shaker Financial ServicesAnnapolis, MD · 329 clientsWealth manager
       No custodian reported
       +00% 1 yr$286M
10400. 10400
       Lehrer Financial & Economic Advisory ServicesHouston, TX · 9 clientsAsset manager
       No custodian reported
       +00% 1 yr$286M