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

12441. 12441
       Belmont Private WealthChesterfield, MO · 29 clientsWealth manager
       Schwab 100%
       +00% 1 yr$192M
12442. 12442
       SpurstoneHigganum, CT · 163 clientsWealth manager
       SEI 100%
       +00% 1 yr$192M
12443. 12443
       Investors Mosaic33 clientsWealth manager
       Schwab 62%Fidelity 38%
       +00% 1 yr$192M
12444. 12444
       Southport Station Financial Management, LLCSouthport, CT · 182 clientsWealth managerHybrid
       Raymond James 100%
       +00% 1 yr$192M
12445. 12445
       Incompass Financial Partners, LLCAlpharetta, GA · 340 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$192M
12446. 12446
       CLS Financial Advisors, Inc.Portland, OR · 87 clientsWealth manager
       Schwab 100%
       +00% 1 yr$192M
12447. 12447
       Pierson Wealth ManagementAtlanta, GA · 260 clientsWealth manager
       Raymond James 78%
       +00% 1 yr$192M
12448. 12448
       Pettee Investors IncRowayton, CT · 27 clientsWealth manager
       J.P. Morgan 33%Schwab 29%
       +00% 1 yr$192M
12449. 12449
       First American Asset Advisory, LLCGarden City, NY · 266 clientsBroker-dealer firmHybridMorgan Wilshire Securities, Inc., clears through RBC Capital Markets
       RBC 100%
       +00% 1 yr$192M
12450. 12450
       Five Pine WealthCoeur D'alene, ID · 350 clientsWealth manager
       Schwab 86%
       +00% 1 yr$192M
12451. 12451
       K2 Financial Inc.Glendora, CA · 393 clientsWealth managerHybrid
       SEI 88%
       +00% 1 yr$192M
12452. 12452
       Windward Management LP4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$192M
12453. 12453
       Old Rock Asset Management LLC9 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$192M
12454. 12454
       Sanctuary AdvisorsDenver, CO · 45 clientsWealth managerHybrid
       Pershing 100%
       +00% 1 yr$192M
12455. 12455
       Phorcys Capital Partners, LLCAlpharetta, GA · 3 clientsPrivate fund adviserHybridFirst Southern, LLC
       No custodian reported
       +00% 1 yr$191M
12456. 12456
       The Capital Group Fiduciary Advisors, LLC285 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$191M
12457. 12457
       Cosmos Wealth, LLCLa Jolla, CA · 60 clientsWealth manager
       No custodian reported
       +00% 1 yr$191M
12458. 12458
       Strategic Advisory PartnersGreensboro, NC · 346 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$191M
12459. 12459
       Spinosa Wealth Management GroupMandeville, LA · 152 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$191M
12460. 12460
       Variadic LLCNew York, NY · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$191M
12461. 12461
       Aravalli Capital Management LPNew York, NY · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$191M
12462. 12462
       Togwotee CIO13 clientsAsset manager
       Schwab 100%
       +00% 1 yr$191M
12463. 12463
       Guardian Wealth Partners, LLCNew York, NY · 402 clientsWealth managerWrap sponsorHybridPark Avenue Securities LLC
       No custodian reported
       +00% 1 yr$191M
12464. 12464
       LB Partners LLCCharlottesville, VA · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$191M
12465. 12465
       Oceanside Advisors LLCMount Pleasant, SC · 253 clientsWealth manager
       Schwab 88%
       +00% 1 yr$191M
12466. 12466
       Anchor CapitalAliso Viejo, CA · 26 clientsAsset managerHybrid
       Schwab 73%Interactive Brokers 27%
       +00% 1 yr$191M
12467. 12467
       Investment Management CorporationRoanoke, VA · 193 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$191M
12468. 12468
       High Plains Investment Advisors, Inc.Lubbock, TX · 137 clientsWealth manager
       Schwab 100%
       +00% 1 yr$191M
12469. 12469
       Forthright Family Wealth Advisory LLCHouston, TX · 64 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$191M
12470. 12470
       Enza Financial, LLCIndependence, OH · 198 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$191M
12471. 12471
       Columbia River AdvisorsTacoma, WA · 233 clientsWealth manager
       Schwab 100%
       +00% 1 yr$191M
12472. 12472
       Apex Wealth Management, LLCBedford, NH · 114 clientsWealth manager
       Schwab 58%Fidelity 42%
       +00% 1 yr$191M
12473. 12473
       M83 Investment Group, LLCCalabasas, CA · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$191M
12474. 12474
       Calumet Capital Partners LLCMiami, FLAsset manager
       No custodian reported
       +00% 1 yr$191M
12475. 12475
       Bowen Financial Services, LLCMidlothian, VA · 67 clientsWealth manager
       Schwab 100%
       +00% 1 yr$191M
12476. 12476
       DRH Investments, Inc.Thousand Oaks, CA · 101 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$191M
12477. 12477
       PSG Credit GP, LLCColumbia, MD · 7 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$191M
12478. 12478
       D & G Advisory Group, L.L.C.293 clientsWealth manager
       Schwab 100%
       +00% 1 yr$191M
12479. 12479
       Meyer Capital Management LLC.Cincinnati, OH · 116 clientsWealth manager
       No custodian reported
       +00% 1 yr$191M
12480. 12480
       LFG Wealth Partners, LLCElizabethtown, KY · 360 clientsWealth manager
       Fidelity 62%Altruist 38%
       +00% 1 yr$191M