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

11841. 11841
       Costello Financial Planning, Inc.117 clientsWealth manager
       Schwab 100%
       +00% 1 yr$217M
11842. 11842
       Polaris Investment Advisors, LLCFramingham, MA · 138 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$217M
11843. 11843
       Thor Financial TechnologiesGreensburg, PA · 2 clientsAsset manager
       No custodian reported
       +00% 1 yr$217M
11844. 11844
       Tucker's Farm5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$217M
11845. 11845
       Cutter Financial Group LLCFalmouth, MA · 521 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$217M
11846. 11846
       Paladin FinancialArden Hills, MN · 518 clientsWealth managerHybridGradient Securities, LLC
       Schwab 100%
       +00% 1 yr$217M
11847. 11847
       Strategic Retirement Advisors, LLCElk Grove, CA · 945 clientsWealth manager
       No custodian reported
       +00% 1 yr$217M
11848. 11848
       Lifetime Wealth Management P.C.Rockwall, TX · 119 clientsWealth manager
       Schwab 98%
       +00% 1 yr$217M
11849. 11849
       Ledgewood Wealth Advisors, LLCExeter, NH · 98 clientsWealth manager
       Pershing 100%
       +00% 1 yr$217M
11850. 11850
       Etre LLCCambridge, MA · 60 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$217M
11851. 11851
       Blackridge Asset Management, LLCJupiter, FL · 2,433 clientsWealth managerHybridPeak Brokerage Services, LLC, Thurston, Springer, Miller, Herd & Titak, Inc., clears through Wells Fargo Clearing Services
       Schwab 100%
       +00% 1 yr$217M
11852. 11852
       The Simmons Partnership, IncTowson, MD · 308 clientsWealth manager
       Schwab 100%
       +00% 1 yr$217M
11853. 11853
       FFG Retirement CounselingCentennial, CO · 156 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$216M
11854. 11854
       Aegis Wealth Management, Inc.Guthrie Center, IA · 2,350 clientsWealth manager
       Schwab 100%
       +00% 1 yr$216M
11855. 11855
       Hofer & Associates Wealth ManagementThousand Oaks, CA · 300 clientsWealth manager
       Schwab 100%
       +00% 1 yr$216M
11856. 11856
       Fmsa1,291 clientsWealth manager
       No custodian reported
       +00% 1 yr$216M
11857. 11857
       Delta Advisory Group, Inc.Maitland, FL · 468 clientsWealth manager
       Schwab 96%
       +00% 1 yr$216M
11858. 11858
       Core Capital Management, LLCChicago, IL · 3 clientsAsset manager
       J.P. Morgan 100%
       +00% 1 yr$216M
11859. 11859
       Integrous Wealth StrategiesHamilton, NJ · 441 clientsWealth managerHybrid
       No custodian reported
       +00% 1 yr$216M
11860. 11860
       Brown Capital Management, LLCLittle Rock, AR · 327 clientsWealth manager
       Schwab 100%
       +00% 1 yr$216M
11861. 11861
       Prosperity Advisory Group LLCVictor, NY · 244 clientsWealth managerWrap sponsor
       Fidelity 100%
       +00% 1 yr$216M
11862. 11862
       Ark Wealth ManagementAustin, TX · 175 clientsWealth manager
       Schwab 100%
       +00% 1 yr$216M
11863. 11863
       Sky Alpha Asset AdvisorsBoca Raton, FL · 318 clientsWealth manager
       Schwab 100%
       +00% 1 yr$216M
11864. 11864
       ICP Group Investment Manager, LLCDallas, TX · 8 clientsPrivate fund adviser
       Origin Bank 100%
       +00% 1 yr$216M
11865. 11865
       Twin Lions ManagementStamford, CT · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$216M
11866. 11866
       Wedgewood Investors IncErie, PA · 296 clientsWealth manager
       No custodian reported
       +00% 1 yr$216M
11867. 11867
       Medici Capital LLCNewport Beach, CA · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$216M
11868. 11868
       Cleveland Capital Management, L.L.C.Rocky River, OH · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$216M
11869. 11869
       Vennlight Capital Management, LP1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$216M
11870. 11870
       Marrick WealthIrvine, CA · 89 clientsWealth manager
       Schwab 100%
       +00% 1 yr$216M
11871. 11871
       Kennedy Wealth & Tax Management, LLCSouthbury, CT · 136 clientsWealth manager
       Schwab 100%
       +00% 1 yr$215M
11872. 11872
       Levin Funding Group LLCTucson, AZ · 58 clientsWealth manager
       Schwab 100%
       +00% 1 yr$215M
11873. 11873
       Values First Advisors, Inc.Johnson City, TN · 967 clientsWealth manager
       Goldman Sachs 100%
       +00% 1 yr$215M
11874. 11874
       Advantage Investment ManagementLouisville, KY · 369 clientsWealth manager
       Schwab 90%
       +00% 1 yr$215M
11875. 11875
       Gragg FinancialShelby, NC · 327 clientsWealth manager
       No custodian reported
       +00% 1 yr$215M
11876. 11876
       Illumine Investment Management, LLCPoulsbo, WA · 90 clientsWealth manager
       Fidelity 91%
       +00% 1 yr$215M
11877. 11877
       Dishmi Capital, LLCPasadena, CA · 76 clientsWealth managerWrap sponsor
       Fidelity 95%
       +00% 1 yr$215M
11878. 11878
       Consilium, LLCBoulder, CO · 24 clientsAsset manager
       Schwab 87%
       +00% 1 yr$215M
11879. 11879
       Providence Financial and Insurances, Inc.Woodland Hills, CA · 624 clientsWealth manager
       Schwab 100%
       +00% 1 yr$215M
11880. 11880
       Financial Service Group IncMount Pleasant, WI · 192 clientsWealth manager
       Schwab 100%
       +00% 1 yr$215M