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

12881. 12881
       SFI Advisors, LLCMontclair, NJ · 304 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$176M
12882. 12882
       Sovereign Asset ManagementAmherst, NY · 350 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$176M
12883. 12883
       Philadelphia Investment Partners, LLCVoorhees, NJ · 145 clientsWealth manager
       Interactive Brokers 72%
       +00% 1 yr$176M
12884. 12884
       Together PlanningGainesville, FL · 187 clientsWealth manager
       Schwab 100%
       +00% 1 yr$176M
12885. 12885
       Comprehensive Financial Planning IncOklahoma City, OK · 100 clientsWealth manager
       Schwab 100%
       +00% 1 yr$176M
12886. 12886
       Fellowship Financial GroupMaitland, FL · 492 clientsWealth manager
       Schwab 100%
       +00% 1 yr$176M
12887. 12887
       Planvest Financial, Inc.Gaithersburg, MD · 309 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$176M
12888. 12888
       IntentionalFort Mill, SC · 400 clientsWealth managerHybrid
       Raymond James 100%
       +00% 1 yr$176M
12889. 12889
       Routeburn Capital2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$176M
12890. 12890
       Toptier Wealth Management105 clientsWealth manager
       Schwab 100%
       +00% 1 yr$176M
12891. 12891
       Preserver PartnersMemphis, TN · 1 clientsPrivate fund adviser
       Interactive Brokers 100%
       +00% 1 yr$176M
12892. 12892
       Catchlight Capital Management LLC5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$176M
12893. 12893
       Profusion Private WealthSt. Louis, MO · 78 clientsWealth manager
       Schwab 100%
       +00% 1 yr$176M
12894. 12894
       Macke Financial Advisory GroupFort Myers, FL · 130 clientsWealth manager
       Altruist 100%
       +00% 1 yr$176M
12895. 12895
       Fiduciary Financial Planning NetworkOnalaska, WI · 333 clientsWealth manager
       Schwab 100%
       +00% 1 yr$176M
12896. 12896
       Downing Street Wealth Management LLCGreenwood Village, CO · 150 clientsWealth manager
       Schwab 70%
       +00% 1 yr$176M
12897. 12897
       Light Financial Services, Inc.Fargo, ND · 622 clientsWealth manager
       Schwab 82%
       +00% 1 yr$176M
12898. 12898
       Hill Country GroupBoerne, TX · 413 clientsWealth managerWrap sponsorHybrid
       Schwab 100%
       +00% 1 yr$176M
12899. 12899
       TLW Wealth Management, LLC118 clientsWealth manager
       Schwab 100%
       +00% 1 yr$175M
12900. 12900
       Three Bridges Capital, LPMonmouth Beach, NJ · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$175M
12901. 12901
       Feenix Venture Partners, LLCNew York, NY · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$175M
12902. 12902
       Penbrook Management LLCNew York, NY · 81 clientsWealth managerHybrid
       Pershing 100%
       +00% 1 yr$175M
12903. 12903
       Alan B. Lancz & Associates, Inc.Toledo, OH · 101 clientsWealth managerHybrid
       Schwab 81%
       +00% 1 yr$175M
12904. 12904
       Appalachian Capital ManagementSt. Clairsville, OH · 358 clientsWealth manager
       Schwab 100%
       +00% 1 yr$175M
12905. 12905
       CTA Wealth Advisors, Inc.Burbank, CA · 104 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$175M
12906. 12906
       Gould Capital, LLCTacoma, WA · 156 clientsWealth manager
       Schwab 100%
       +00% 1 yr$175M
12907. 12907
       Greenleaf Financial GroupCarmel, IN · 123 clientsWealth manager
       No custodian reported
       +00% 1 yr$175M
12908. 12908
       WPA Family Office, LLCDallas, TX · 21 clientsWealth manager
       Schwab 100%
       +00% 1 yr$175M
12909. 12909
       The Pillar StrategiesFlemington, NJAsset managerHybrid
       Schwab 100%
       +00% 1 yr$175M
12910. 12910
       Wayve Capital Management, LLC12 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$175M
12911. 12911
       Cicc Alpha Investment Management (USA), LLCNew York, NY · 1 clientsPrivate fund adviserAffiliated broker-dealerCicc US Securities, Inc.
       No custodian reported
       +00% 1 yr$175M
12912. 12912
       Robert A. Zock & Co.,inc.Sutton, NH · 96 clientsWealth manager
       Fiduciary Trust 84%
       +00% 1 yr$175M
12913. 12913
       Power Asset Management LLCLos Angeles, CA · 35 clientsWealth manager
       Schwab 50%Northern Trust 39%
       +00% 1 yr$175M
12914. 12914
       J. Freeman & AssociatesGreenville, SC · 365 clientsBroker-dealer firmHybrid
       Schwab 100%
       +00% 1 yr$175M
12915. 12915
       Sippican Capital AdvisorsBoston, MA · 150 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$175M
12916. 12916
       Reinova Capital Advisors LLCGreenwich, CT · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$175M
12917. 12917
       The Atlas Financial GroupMiami, FL · 71 clientsAsset manager
       Stonex Financial 100%
       +00% 1 yr$175M
12918. 12918
       Yoffe Investment Management, LLCLemoyne, PA · 13 clientsWealth manager
       Schwab 100%
       +00% 1 yr$175M
12919. 12919
       TNT Asset Management, LLCRound Rock, TX · 203 clientsWealth manager
       SEI 100%
       +00% 1 yr$175M
12920. 12920
       Income & Asset Advisory, Inc.Armonk, NY · 287 clientsWealth managerHybrid
       Fidelity 81%
       +00% 1 yr$175M