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

11961. 11961
       Itrust Asset Management, LLCLexington, KY · 463 clientsWealth managerWrap sponsorHybrid
       LPL Financial 86%
       +00% 1 yr$212M
11962. 11962
       Orca Investment Management, LLCLake Oswego, OR · 364 clientsWealth managerHybridPaulson Investment Company LLC, clears through Axos Clearing, Vision Financial Markets
       Schwab 53%Pershing 47%
       +00% 1 yr$212M
11963. 11963
       Rossjohnson & Associates, LLCPlymouth, MN · 274 clientsWealth manager
       SEI 100%
       +00% 1 yr$212M
11964. 11964
       Diamant Asset Management, Inc.Ridgefield, CT · 59 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$212M
11965. 11965
       Silver Lake Capital PartnersDallas, TX · 115 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$212M
11966. 11966
       KRM Financial Planning & Wealth Management, LLCSt. Charles, IL · 177 clientsWealth manager
       Schwab 100%
       +00% 1 yr$211M
11967. 11967
       Regatta Research & Money Management L.L.C.Metairie, LA · 554 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$211M
11968. 11968
       Virtue Asset Management LLCBarrington, IL · 97 clientsWealth manager
       Schwab 100%
       +00% 1 yr$211M
11969. 11969
       Skylark Private Equity Partners, LPDallas, TX · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$211M
11970. 11970
       Blue Summit Wealth ManagementSan Diego, CA · 230 clientsWealth manager
       Pershing 100%
       +00% 1 yr$211M
11971. 11971
       Centric Advisors, LLCCypress, TX · 943 clientsWealth manager
       Fidelity 75%Schwab 25%
       +00% 1 yr$211M
11972. 11972
       Thompson Davis Asset ManagementRichmond, VA · 300 clientsBroker-dealer firmHybrid
       RBC 100%
       +00% 1 yr$211M
11973. 11973
       Financial RoundsCincinnati, OH · 188 clientsWealth manager
       Schwab 100%
       +00% 1 yr$211M
11974. 11974
       Callaway Capital Management, LLCNashville, TN · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$211M
11975. 11975
       Peltoma Capital Partners79 clientsWealth manager
       Schwab 100%
       +00% 1 yr$211M
11976. 11976
       Halbert Wealth Management, IncAustin, TX · 284 clientsWealth manager
       Schwab 50%Guggenheim Investments 50%
       +00% 1 yr$211M
11977. 11977
       Apex Investment GroupHudson, MA · 526 clientsWealth manager
       Schwab 52%Fidelity 48%
       +00% 1 yr$211M
11978. 11978
       Shaffer CapitalWesterville, OH · 201 clientsWealth manager
       No custodian reported
       +00% 1 yr$211M
11979. 11979
       WMK Investment Partners21 clientsWealth manager
       BNY 42%Schwab 32%
       +00% 1 yr$211M
11980. 11980
       Phase III Advisory Services, LTDBuffalo Grove, IL · 483 clientsWealth managerHybrid
       Pershing 100%
       +00% 1 yr$211M
11981. 11981
       Refined Wealth ManagementSalt Lake City, UT · 408 clientsWealth manager
       Schwab 100%
       +00% 1 yr$211M
11982. 11982
       Sound Financial, LLC248 clientsWealth manager
       Schwab 100%
       +00% 1 yr$211M
11983. 11983
       Traub Capital ManagementNeedham, MA · 131 clientsWealth manager
       Fidelity 99%
       +00% 1 yr$211M
11984. 11984
       Wealthcare Asset Management, LLCSpringfield, MO · 603 clientsWealth manager
       Schwab 95%
       +00% 1 yr$211M
11985. 11985
       Renaud & Company, LLCO'fallon, MO · 953 clientsWealth manager
       TradePMR / Robinhood 100%
       +00% 1 yr$211M
11986. 11986
       Parkstone Wealth Management, LLCArlington, TX · 22 clientsWealth manager
       RBC 100%
       +00% 1 yr$211M
11987. 11987
       Mason Capital PartnersBoston, MA · 179 clientsWealth manager
       Schwab 100%
       +00% 1 yr$211M
11988. 11988
       Fairbanks Capital Management, Inc.Rancho Santa Fe, CA · 234 clientsWealth manager
       Raymond James 72%
       +00% 1 yr$211M
11989. 11989
       Sky-Mountain Capital ManagementKetchum, ID · 141 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$211M
11990. 11990
       Pearlstone Alternative (UK) LLPLondon, United Kingdom · 2 clientsPrivate fund adviser
       Goldman Sachs 100%
       +00% 1 yr$210M
11991. 11991
       Lone Peak Partners Management LPNew York, NY · 3 clientsAsset manager
       J.P. Morgan 53%Vanguard 47%
       +00% 1 yr$210M
11992. 11992
       Guerra PAN Advisors, LLC85 clientsWealth manager
       Schwab 100%
       +00% 1 yr$210M
11993. 11993
       Impact SharesDallas, TX · 3 clientsAsset manager
       No custodian reported
       +00% 1 yr$210M
11994. 11994
       Fidelis Wealth AdvisorsCastle Rock, CO · 210 clientsWealth managerHybrid
       Fidelity 96%
       +00% 1 yr$210M
11995. 11995
       KDT Advisors, LLCPrinceton, NJ · 52 clientsAsset manager
       Schwab 100%
       +00% 1 yr$210M
11996. 11996
       Baring Financial LLCBellingham, WA · 483 clientsWealth manager
       Schwab 100%
       +00% 1 yr$210M
11997. 11997
       Mark Gillam EnterprisesFair Oaks, CA · 111 clientsWealth manager
       Schwab 100%
       +00% 1 yr$210M
11998. 11998
       Independence Wealth Advisors, LLCIndependence, OH · 379 clientsWealth manager
       Schwab 100%
       +00% 1 yr$210M
11999. 11999
       Succession Financial, IncMcKinney, TX · 173 clientsWealth managerWrap sponsor
       Fidelity 100%
       +00% 1 yr$210M
12000. 12000
       Sentinel GlobalSan Francisco, CA · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$210M