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

12841. 12841
       Crossgrain Family Investments, LLC77 clientsWealth manager
       Schwab 100%
       +00% 1 yr$178M
12842. 12842
       M Wealth Management, LLCSan Diego, CA · 358 clientsWealth manager
       Schwab 100%
       +00% 1 yr$178M
12843. 12843
       Farris Capital Management Inc.Carrollton, TX · 395 clientsWealth manager
       Fidelity 57%Schwab 43%
       +00% 1 yr$178M
12844. 12844
       Hoff Private WealthWausau, WI · 177 clientsWealth manager
       Schwab 100%
       +00% 1 yr$177M
12845. 12845
       Hollingsworth Avent Averre & Purvis, PARaleigh, NC · 100 clientsWealth manager
       Schwab 100%
       +00% 1 yr$177M
12846. 12846
       Silverpeak Wealth AdvisorsBoulder, CO · 133 clientsWealth manager
       Schwab 100%
       +00% 1 yr$177M
12847. 12847
       Naviant Partners, LLCFairhope, AL · 130 clientsWealth manager
       Schwab 100%
       +00% 1 yr$177M
12848. 12848
       Periope, LCSt. George, UT · 628 clientsWealth manager
       SEI 100%
       +00% 1 yr$177M
12849. 12849
       Oak Financial Group Inc131 clientsWealth manager
       Schwab 100%
       +00% 1 yr$177M
12850. 12850
       Newcorp Wealth ManagementAlpharetta, GA · 208 clientsWealth manager
       Schwab 100%
       +00% 1 yr$177M
12851. 12851
       Peterson Rogers Private Wealth, LLCSalt Lake City, UT · 87 clientsWealth manager
       Schwab 100%
       +00% 1 yr$177M
12852. 12852
       Marathon Mission, Inc.Latham, NY · 226 clientsWealth manager
       Schwab 100%
       +00% 1 yr$177M
12853. 12853
       Familywealth Asset ManagementLake Mary, FL · 421 clientsWealth manager
       Fidelity Distributors Company 47%Austin Capital Trust 39%
       +00% 1 yr$177M
12854. 12854
       Hull TacticalChicago, IL · 2 clientsAsset managerHybrid
       ABN Amro Clearing USA 100%
       +00% 1 yr$177M
12855. 12855
       Prosperitea PlanningGreenfield, MA · 121 clientsWealth manager
       Schwab 100%
       +00% 1 yr$177M
12856. 12856
       Stillwater Private WealthAllenton, PA · 164 clientsWealth manager
       Schwab 100%
       +00% 1 yr$177M
12857. 12857
       Torrey Wealth, LLCSan Diego, CA · 77 clientsWealth managerWrap sponsor
       Fidelity 100%
       +00% 1 yr$177M
12858. 12858
       Bradyco Financial37 clientsWealth manager
       Schwab 100%
       +00% 1 yr$177M
12859. 12859
       ENR Asset Management, IncorporatedWestmount, Quebec, Canada · 176 clientsWealth manager
       Wiener Privatbank SE 54%Bank Vontobel AG 46%
       +00% 1 yr$177M
12860. 12860
       Greybox InvestmentsBirmingham, AL · 108 clientsWealth manager
       Schwab 86%
       +00% 1 yr$177M
12861. 12861
       Prime Meridian Capital Management, LLCWalnut Creek, CA · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$177M
12862. 12862
       Beyond Financial ServicesFremont, CA · 115 clientsWealth managerHybrid
       Raymond James 100%
       +00% 1 yr$177M
12863. 12863
       Ladd Capital Management LLCNew Haven, CT · 72 clientsWealth manager
       Schwab 100%
       +00% 1 yr$177M
12864. 12864
       Bannerman WealthLewisville, TX · 163 clientsWealth manager
       Schwab 100%
       +00% 1 yr$177M
12865. 12865
       Highbury Park LLC15 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$176M
12866. 12866
       Quantor Capital LLCHouston, TX · 18 clientsPrivate fund adviser
       ADM 55%Schwab 45%
       +00% 1 yr$176M
12867. 12867
       Emvision Capital Advisors, LLCAurora, OH · 429 clientsWealth managerHybrid
       Assetmark Trust 100%
       +00% 1 yr$176M
12868. 12868
       Collins Advisors, LLCBuffalo, NY · 581 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$176M
12869. 12869
       Pointer Financial Advisors LLCColumbia, MD · 160 clientsWealth manager
       Schwab 100%
       +00% 1 yr$176M
12870. 12870
       Livelsberger Financial AdvisoryAshland, OH · 380 clientsWealth manager
       Schwab 100%
       +00% 1 yr$176M
12871. 12871
       Parable Wealth AdvisorsSt Augustine, FL · 94 clientsWealth manager
       Schwab 100%
       +00% 1 yr$176M
12872. 12872
       Nerad + Deppe Wealth ManagementLa Jolla, CA · 177 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$176M
12873. 12873
       Collar Capital Management, LLCAppleton, WI · 125 clientsWealth manager
       Interactive Brokers 100%
       +00% 1 yr$176M
12874. 12874
       Corbett Road Capital Management, LLCMcLean, VA · 3 clientsAsset managerHybridSpire Securities, LLC, clears through National Financial Services (Fidelity), Pershing
       Schwab 50%Fidelity 50%
       +00% 1 yr$176M
12875. 12875
       Avant Capital, LLCLafayette, LA · 339 clientsWealth manager
       Schwab 100%
       +00% 1 yr$176M
12876. 12876
       Summerhaven Investment Management, LLCStamford, CT · 1 clientsAsset manager
       Northern Trust 100%
       +00% 1 yr$176M
12877. 12877
       Kelsey Financial, LLCMoorpark, CA · 275 clientsWealth manager
       Schwab 100%
       +00% 1 yr$176M
12878. 12878
       McLaughlin Asset Management, Inc.Danville, IL · 111 clientsWealth manager
       Schwab 100%
       +00% 1 yr$176M
12879. 12879
       Nine Left Capital LPNew York, NY · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$176M
12880. 12880
       Mackay Financial Planning, LLCSpringfield, MO · 71 clientsWealth manager
       Altruist 77%Vanguard 23%
       +00% 1 yr$176M