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

11801. 11801
       Griffith & Werner, Inc.Canton, GA · 336 clientsWealth manager
       Schwab 100%
       +00% 1 yr$219M
11802. 11802
       Strategic Planning Group, Inc.Wellesley, MA · 265 clientsWealth manager
       RBC 100%
       +00% 1 yr$219M
11803. 11803
       Miami Valley Portfolio Management IncBrookville, OH · 738 clientsWealth managerHybrid
       SEI 74%Stonex Financial 26%
       +00% 1 yr$219M
11804. 11804
       Park Square Financial Group LLCRoswell, GA · 430 clientsWealth managerWrap sponsor
       Fidelity 82%
       +00% 1 yr$219M
11805. 11805
       CSC Upshot Ventures Management, LLCPalo Alto, CA · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$219M
11806. 11806
       Ripple Effect Asset Management LPNew York, NY · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$218M
11807. 11807
       Great Hill AdvisoryPort Washington, NY · 118 clientsWealth manager
       Schwab 99%
       +00% 1 yr$218M
11808. 11808
       Alpha Financial Advisors, LLCMcLean, VA · 156 clientsWealth manager
       Schwab 100%
       +00% 1 yr$218M
11809. 11809
       Butler Hall Capital LLCLos Angeles, CA · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$218M
11810. 11810
       Piper Heartland Healthcare Capital, LLCMinneapolis, MN · 1 clientsPrivate fund adviserHybridPiper Sandler & Co.
       No custodian reported
       +00% 1 yr$218M
11811. 11811
       Irth Capital Management, LPNew York, NY · 5 clientsAsset manager
       Goldman Sachs 53%J.P. Morgan 25%
       +00% 1 yr$218M
11812. 11812
       Strategic Asset Management LLC.Rochester, MN · 231 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$218M
11813. 11813
       Highpass Asset Management LLCDenver, CO · 95 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$218M
11814. 11814
       Integrated Wealthcare, LLCDurham, NC · 143 clientsWealth manager
       Schwab 100%
       +00% 1 yr$218M
11815. 11815
       Manuka Financial56 clientsWealth manager
       Schwab 100%
       +00% 1 yr$218M
11816. 11816
       Sahara Investment GroupLas Vegas, NV · 3 clientsAsset manager
       No custodian reported
       +00% 1 yr$218M
11817. 11817
       Rockbridge Asset Management, LLCAlexandria, VA · 58 clientsWealth manager
       Fidelity 89%
       +00% 1 yr$218M
11818. 11818
       Allstreet Capital LLCLos Angeles, CA · 120 clientsWealth managerWrap sponsor
       Fidelity 100%
       +00% 1 yr$218M
11819. 11819
       Jackson Hill Advisors, LLCHouston, TX · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$218M
11820. 11820
       Ironclad Investments LLCMaitland, FL · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$218M
11821. 11821
       Madden Funds ManagementOak Park, IL · 167 clientsWealth manager
       Fidelity Distributors Company 100%
       +00% 1 yr$218M
11822. 11822
       Arrow Wealth Advisory LLC31 clientsAsset manager
       Schwab 52%J.P. Morgan 48%
       +00% 1 yr$218M
11823. 11823
       Oppvest, LLCNew York, NY · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$218M
11824. 11824
       Dobson Asset ManagementPetaluma, CA · 158 clientsWealth manager
       Schwab 100%
       +00% 1 yr$218M
11825. 11825
       Cedrus Wealth GroupAndover, MN · 550 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$218M
11826. 11826
       Prescott Advisors, LLCDallas, TX · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$218M
11827. 11827
       Enspyre Wealth Advisors, Inc.Woodbury, MN · 133 clientsWealth manager
       No custodian reported
       +00% 1 yr$218M
11828. 11828
       Mara River Capital Management, LPCoral Gables, FL · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$218M
11829. 11829
       Sound Financial Strategies Group, LLCMadison, MS · 593 clientsWealth managerHybrid
       Raymond James 57%Schwab 43%
       +00% 1 yr$218M
11830. 11830
       Parker Financial Advisors LLCHouston, TX · 81 clientsWealth manager
       Schwab 100%
       +00% 1 yr$218M
11831. 11831
       Affinity Wealth LLCCanton, OH · 317 clientsWealth manager
       SEI 89%
       +00% 1 yr$218M
11832. 11832
       Callahan Capital ManagementSteamboat Springs, CO · 389 clientsWealth manager
       Schwab 100%
       +00% 1 yr$217M
11833. 11833
       Presidio Wealth ManagementMidvale, UT · 380 clientsWealth manager
       Schwab 100%
       +00% 1 yr$217M
11834. 11834
       Advanced Portfolio StrategiesTorrance, CA · 471 clientsWealth manager
       Schwab 100%
       +00% 1 yr$217M
11835. 11835
       White Rock CapitalDallas, TX · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$217M
11836. 11836
       Wealthtrust Asset Management, LLCDestin, FL · 256 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$217M
11837. 11837
       Ciovacco Capital Management222 clientsWealth manager
       Schwab 100%
       +00% 1 yr$217M
11838. 11838
       Sheridan Capital Management, LLC116 clientsWealth manager
       Schwab 100%
       +00% 1 yr$217M
11839. 11839
       Grange Capital, LLCBeaverton, OR · 259 clientsWealth manager
       Schwab 68%Fidelity 32%
       +00% 1 yr$217M
11840. 11840
       New Horizon Financial Strategies, LLCIthaca, NY · 261 clientsWealth manager
       Fidelity 58%
       +00% 1 yr$217M