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

1961. 7213
      Richardson Capital Management, LLCMenomonee Falls, WI · 262 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$582M
1962. 7224
      RTW Financial Advisors IncDallas, TX · 182 clientsWealth managerHybrid
      Hilltop Securities 100%
      +00% 1 yr$581M
1963. 7228
      Northwest Quadrant Wealth ManagementBend, OR · 1,014 clientsWealth managerHybrid
      LPL Financial 83%
      +00% 1 yr$580M
1964. 7232
      EPG Wealth Management LLCAtlanta, GA · 1,194 clientsWealth managerHybrid
      Fidelity Distributors Company 47%Schwab 32%
      +00% 1 yr$579M
1965. 7249
      Alexander Investment Services Co.Louisville, KY · 1,261 clientsBroker-dealer firmHybrid
      Schwab 84%
      +00% 1 yr$577M
1966. 7254
      Sanders Morris LLCHouston, TX · 127 clientsBroker-dealer firmHybrid
      Pershing 100%
      +00% 1 yr$576M
1967. 7263
      Keidan Financial Consultants LLCColumbus, OH · 184 clientsWealth managerHybrid
      Pershing 100%
      +00% 1 yr$575M
1968. 7272
      North Shore Private Asset Management, LLCLake Forest, IL · 218 clientsWealth managerHybrid
      Schwab 61%Raymond James 36%
      +00% 1 yr$573M
1969. 7273
      G.W. Sherwold Associates, Inc.Lake Forest, CA · 424 clientsBroker-dealer firmHybrid
      No custodian reported
      +00% 1 yr$572M
1970. 7275
      Prasad Wealth PartnersIndependence, OH · 729 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$572M
1971. 7277
      Conning Investment Products, Inc.Hartford, CTBroker-dealer firmHybridConning Asia Pacific Limited (hong Kong), Conning Asset Management (UK) LTD.
      Royal Bank of Canada Dexia 59%BNY 41%
      +00% 1 yr$572M
1972. 7281
      Westward Investment AdvisoryMission, KS · 20 clientsWealth managerHybrid
      Morgan Stanley 56%Robert W. Baird & Co. Incorporated 44%
      +00% 1 yr$572M
1973. 7283
      Capital Markets IQ, LLC884 clientsWealth managerHybrid
      SEI 58%Schwab 42%
      +00% 1 yr$571M
1974. 7285
      Sanchez Wealth Management Group, LLCJacksonville, FL · 545 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$571M
1975. 7286
      Lifestyle Asset Management, Inc.Friendswood, TX · 928 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$571M
1976. 7292
      Freif Advisors LLCDenver, CO · 1 clientsAsset managerHybridFCA Capital Markets LLC
      No custodian reported
      +00% 1 yr$570M
1977. 7298
      Potentia WealthSan Jose, CA · 731 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$569M
1978. 7303
      Generational Wealth AdvisorsRichardson, TX · 184 clientsWealth managerHybridGenerational Capital Markets Inc.
      Schwab 92%
      +00% 1 yr$569M
1979. 7308
      Scissortail Wealth Management, LLCTulsa, OK · 485 clientsWealth managerHybrid
      Raymond James 100%
      +00% 1 yr$568M
1980. 7312
      Liberty Square Wealth Partners LLCBethlehem, PA · 625 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$568M
1981. 7315
      Prentice Wealth Management LLCRochester, NY · 1,029 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$568M
1982. 7317
      Fiori Financial GroupFort Lauderdale, FL · 238 clientsWealth managerWrap sponsorHybrid
      Goldman Sachs 100%
      +00% 1 yr$567M
1983. 7318
      FrecSan Francisco, CA · 1,830 clientsWealth managerHybridFrec Securities LLC, clears through Apex Clearing
      No custodian reported
      +00% 1 yr$567M
1984. 7322
      Latitude Advisors, LLC1,590 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$567M
1985. 7325
      Alteri WealthWestlake Village, CA · 350 clientsWealth managerHybrid
      No custodian reported
      +00% 1 yr$566M
1986. 7328
      First Kentucky Securities CorpLouisville, KY · 1,530 clientsBroker-dealer firmHybrid
      RBC 100%
      +00% 1 yr$566M
1987. 7335
      Reedmark Advisors, LLCSomerville, NJ · 77 clientsAsset managerHybrid
      T.rowe Price Retirement Plan Services 69%
      +00% 1 yr$565M
1988. 7360
      Capitol Private Wealth Group LLCVienna, VA · 572 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$562M
1989. 7364
      Towerpoint Wealth, LLCSacramento, CA · 570 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$561M
1990. 7366
      Retireright Consulting GroupWest Des Moines, IA · 500 clientsAsset managerHybrid
      LPL Financial 100%
      +00% 1 yr$561M
1991. 7367
      Canaras Capital Management, LLCNew York, NY · 8 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$561M
1992. 7376
      A & I Wealth ManagementLone Tree, CO · 518 clientsWealth managerHybrid
      Axos 100%
      +00% 1 yr$560M
1993. 7381
      Van Leeuwen Retirement & Investment ServicesRichmond, KY · 705 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$559M
1994. 7386
      Capital Investment Management, IncLee's Summit, MO · 1,072 clientsWealth managerWrap sponsorHybrid
      Fidelity 100%
      +00% 1 yr$559M
1995. 7415
      O'rourke & Company, IncorporatedBoston, MA · 580 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$555M
1996. 7441
      Global Assets Advisory, LLCOrlando, FL · 2,588 clientsBroker-dealer firmHybridBHS Financial, LLC, International Assets Advisory, LLC
      Schwab 100%
      +00% 1 yr$552M
1997. 7445
      Veridian Capital PartnersFrederick, MD · 822 clientsWealth managerWrap sponsorHybrid
      Fidelity 81%
      +00% 1 yr$551M
1998. 7453
      Mack & Co. Partners, LPDallas, TX · 12 clientsWealth managerHybridM&co. Securities LLC
      Fidelity 100%
      +00% 1 yr$549M
1999. 7462
      Crux Wealth AdvisorsLong Beach, CA · 676 clientsWealth managerHybrid
      Pershing 100%
      +00% 1 yr$548M
2000. 7463
      Truewealth Advisors, LLCHoover, AL · 1,104 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$547M