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

12681. 12681
       Sledge and Company Wealth AdvisorsHigh Point, NC · 200 clientsWealth managerHybrid
       SEI 100%
       +00% 1 yr$183M
12682. 12682
       Open Door Investment Management LTD.San Francisco, CA · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$183M
12683. 12683
       Magnolia Wealth Management LLCDothan, AL · 385 clientsWealth manager
       Schwab 100%
       +00% 1 yr$183M
12684. 12684
       Elevate Capital AdvisorsEagle, CO · 210 clientsWealth manager
       Schwab 100%
       +00% 1 yr$183M
12685. 12685
       Econologics Financial AdvisorsLargo, FL · 344 clientsWealth manager
       Assetmark Trust 100%
       +00% 1 yr$183M
12686. 12686
       J.M. Arbour, LLCGardiner, ME · 720 clientsWealth manager
       Schwab 100%
       +00% 1 yr$183M
12687. 12687
       Sandy Morris Financial & Estate Planning Services, LLCTampa, FL · 767 clientsWealth manager
       Schwab 100%
       +00% 1 yr$183M
12688. 12688
       Tide Cove Capital Partners LLCAsset manager
       Schwab 100%
       +00% 1 yr$183M
12689. 12689
       Miller, Gesko & Company Inc.Buffalo, NY · 80 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$183M
12690. 12690
       Williamson Legacy Group, LLC348 clientsWealth manager
       First Clearing 100%
       +00% 1 yr$183M
12691. 12691
       Ives Hill Wealth ManagementDewitt, NY · 168 clientsWealth manager
       Schwab 100%
       +00% 1 yr$183M
12692. 12692
       Nardis Advisors LLC153 clientsWealth manager
       Pershing 86%
       +00% 1 yr$183M
12693. 12693
       Hoffmann HermansonDenver, CO · 199 clientsWealth manager
       Schwab 100%
       +00% 1 yr$183M
12694. 12694
       George M. Hiller Companies, LLCAtlanta, GA · 429 clientsWealth manager
       Schwab 100%
       +00% 1 yr$183M
12695. 12695
       Walton FinancialBirmingham, AL · 256 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$183M
12696. 12696
       Altamont Wealth Management, Inc.Livermore, CA · 37 clientsWealth manager
       Schwab 100%
       +00% 1 yr$183M
12697. 12697
       Anchored Financial Planning LLCWest Deptford, NJ · 500 clientsWealth managerWrap sponsor
       Raymond James 100%
       +00% 1 yr$183M
12698. 12698
       OFC Wealth Management99 clientsWealth manager
       Schwab 100%
       +00% 1 yr$183M
12699. 12699
       White Wing Wealth Management, LLCThe Woodlands, TX · 151 clientsWealth manager
       Schwab 100%
       +00% 1 yr$183M
12700. 12700
       Genter Advisors LLCLos Angeles, CA · 569 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$183M
12701. 12701
       Marathon Strategic Advisors, LLCPittsburgh, PA · 205 clientsWealth manager
       Schwab 100%
       +00% 1 yr$183M
12702. 12702
       Kuhn & Company Investment Counsel, LLCChicago, IL · 52 clientsWealth manager
       Schwab 100%
       +00% 1 yr$183M
12703. 12703
       Invariant Investment ManagementCamp Hill, PA · 313 clientsWealth manager
       LPL Financial 100%
       +00% 1 yr$183M
12704. 12704
       Snavely Associates Financial ServicesLemoyne, PA · 279 clientsWealth manager
       Pershing 100%
       +00% 1 yr$183M
12705. 12705
       Godfrey Financial Associates, Inc.Glenmont, NY · 395 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$183M
12706. 12706
       Summit Wealth Group, LLCTulsa, OK · 282 clientsWealth manager
       Schwab 100%
       +00% 1 yr$182M
12707. 12707
       Wold Financial GroupMendota Heights, MN · 72 clientsWealth manager
       Schwab 100%
       +00% 1 yr$182M
12708. 12708
       The Pension GroupDublin, OH · 599 clientsWealth manager
       Fidelity 84%
       +00% 1 yr$182M
12709. 12709
       GSI Capital Advisors LLCNewport Beach, CA · 3 clientsAsset manager
       BNY 72%Principal Trust 28%
       +00% 1 yr$182M
12710. 12710
       Clearview Wealth ManagementCharlotte, NC · 144 clientsWealth manager
       Schwab 70%Fidelity 30%
       +00% 1 yr$182M
12711. 12711
       Righthand Capital, LLCWest Newton, MA · 118 clientsWealth managerAffiliated broker-dealerPurshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity)
       Schwab 100%
       +00% 1 yr$182M
12712. 12712
       Marsh Wealth Management, LLCKnoxville, TN · 181 clientsWealth manager
       Schwab 90%
       +00% 1 yr$182M
12713. 12713
       Kingstone Capital Partners Texas, LLCFrisco, TX · 192 clientsWealth manager
       Schwab 100%
       +00% 1 yr$182M
12714. 12714
       Barrett Upton Capital PartnersLake Forest, IL · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$182M
12715. 12715
       Riho Partners, LLC6 clientsAsset manager
       Pershing 69%J.P. Morgan 31%
       +00% 1 yr$182M
12716. 12716
       Four Tree Island Advisory LLCPortsmouth, NH · 54 clientsWealth manager
       Interactive Brokers 100%
       +00% 1 yr$182M
12717. 12717
       Financial Freedom for Dentists LLCSnoqualmie, WA · 143 clientsWealth manager
       Schwab 95%
       +00% 1 yr$182M
12718. 12718
       Angeles Family OfficeSanta Monica, CA · 23 clientsWealth manager
       Schwab 100%
       +00% 1 yr$182M
12719. 12719
       Allegiance Financial Advisors, Inc.Jacksonville, FL · 338 clientsWealth managerHybrid
       Fidelity 100%
       +00% 1 yr$182M
12720. 12720
       Martin Capital Advisors, LLPSan Antonio, TX · 84 clientsWealth manager
       Schwab 100%
       +00% 1 yr$182M