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

11561. 11561
       JAT Capital Management LPGreenwich, CT · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$228M
11562. 11562
       MSP Wealth Management, LLCKlamath Falls, OR · 414 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$228M
11563. 11563
       Waterford Capital Investment Advisory Services LLCAddison, TX · 110 clientsBroker-dealer firmHybridWaterford Capital, Inc.
       Schwab 100%
       +00% 1 yr$228M
11564. 11564
       DemarcheOverland Park, KS · 16 clientsAsset manager
       No custodian reported
       +00% 1 yr$228M
11565. 11565
       Cunning Capital, LLC1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$228M
11566. 11566
       Prentice Capital Management, LPGreenwich, CT · 5 clientsPrivate fund adviser
       Goldman Sachs 100%
       +00% 1 yr$228M
11567. 11567
       Meixler Investment Management, LTD.Show Low, AZ · 570 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$228M
11568. 11568
       Ridgeline Capital Management, LLCMemphis, TN · 20 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$228M
11569. 11569
       Bay Capital Advisors, LLCVirginia Beach, VA · 195 clientsWealth manager
       Schwab 81%
       +00% 1 yr$228M
11570. 11570
       Ambrose Capital Advisors, LLCIndianapolis, IN · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$228M
11571. 11571
       Boyar Asset Management, Inc.New York, NY · 210 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$228M
11572. 11572
       Snider AdvisorsIrving, TX · 357 clientsWealth manager
       Tradestation Securities 63%Interactive Brokers 37%
       +00% 1 yr$228M
11573. 11573
       Wealth Forward, LLCFargo, ND · 367 clientsWealth manager
       Pershing 100%
       +00% 1 yr$228M
11574. 11574
       Catalyst Capital Advisers LLCDallas, TX · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$228M
11575. 11575
       Tenzing GlobalSan Francisco, CA · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$228M
11576. 11576
       Cascade Wealth Advisors, IncWenatchee, WA · 115 clientsWealth manager
       Schwab 100%
       +00% 1 yr$228M
11577. 11577
       Beacon Financial AdvisorsRye Brook, NY · 49 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$228M
11578. 11578
       Alterna Equity Partners Management LLCFort Lauderdale, FL · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$228M
11579. 11579
       Center for Wealth Management Advisory646 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$228M
11580. 11580
       Lansdowne Wealth Management, LLCMystic, CT · 357 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$228M
11581. 11581
       Magnolia Capital ManagementCold Spring, NY · 61 clientsWealth manager
       No custodian reported
       +00% 1 yr$228M
11582. 11582
       Breach Inlet Capital Management, LLCMt. Pleasant, SC · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$228M
11583. 11583
       Commonwealth Financial Planners IncRoswell, GA · 132 clientsWealth managerHybrid
       Raymond James 100%
       +00% 1 yr$228M
11584. 11584
       Pilotage Private Wealth AGZurich, Switzerland · 85 clientsAsset manager
       Bank Julius Baer & Co. LTD. 65%EFG Bank AG 22%
       +00% 1 yr$228M
11585. 11585
       MRP Capital Investments, LLCAlpharetta, GA · 149 clientsWealth managerHybrid
       Schwab 61%Morgan Stanley 39%
       +00% 1 yr$228M
11586. 11586
       Podell Financial Group LLCFairfield, NJ · 236 clientsWealth manager
       Schwab 88%
       +00% 1 yr$228M
11587. 11587
       The Wealthgarden F.S. LLCEl Segundo, CA · 236 clientsWealth manager
       Fidelity 56%Schwab 44%
       +00% 1 yr$228M
11588. 11588
       Sandro Wealth Management LLCFairfield, NJ · 55 clientsWealth manager
       Schwab 76%Pershing 24%
       +00% 1 yr$228M
11589. 11589
       KWK Management LLCHouston, TX · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$228M
11590. 11590
       Retireful LLC8 clientsAsset manager
       No custodian reported
       +00% 1 yr$228M
11591. 11591
       Approach Retirement Advisors, LLCBirmingham, AL · 144 clientsWealth manager
       Schwab 100%
       +00% 1 yr$227M
11592. 11592
       Jones & Associates Premier Financial SolutionsJacksonville, OR · 521 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$227M
11593. 11593
       Keynote Financial Services, LLCVernon, CT · 209 clientsWealth manager
       Schwab 100%
       +00% 1 yr$227M
11594. 11594
       Echo45 Advisors LLCWalnut Creek, CA · 201 clientsWealth manager
       Schwab 83%
       +00% 1 yr$227M
11595. 11595
       Review Services IncBrookfield, WI · 173 clientsWealth manager
       Schwab 100%
       +00% 1 yr$227M
11596. 11596
       Capital CS Group, LLCIrvine, CA · 328 clientsAsset manager
       Schwab 100%
       +00% 1 yr$227M
11597. 11597
       Gilpin Wealth Management LLCGolden, CO · 191 clientsWealth manager
       Schwab 98%
       +00% 1 yr$227M
11598. 11598
       Successful Money Strategies IncFall River, MA · 273 clientsWealth manager
       Schwab 100%
       +00% 1 yr$227M
11599. 11599
       RM Sincerbeaux Capital Management, LLC.New York, NY · 15 clientsWealth manager
       Goldman Sachs 100%
       +00% 1 yr$227M
11600. 11600
       Dumaine Investments LLCNew Orleans, LA · 156 clientsWealth manager
       Schwab 100%
       +00% 1 yr$227M