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

2761. 11407
      Big Sioux Wealth ManagementWatertown, SD · 868 clientsWealth managerBank-affiliatedHybrid
      Schwab 100%
      +00% 1 yr$235M
2762. 11411
      Horizon Wealth Advisors582 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$235M
2763. 11429
      Legacy Planning Advisors, LLCSuwanee, GA · 265 clientsWealth managerHybrid
      No custodian reported
      +00% 1 yr$234M
2764. 11431
      Delta Financial Advisors, IncKensington, MD · 245 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$234M
2765. 11438
      Fountain Square Asset ManagementCincinnati, OH · 398 clientsWealth managerHybrid
      Pershing 100%
      +00% 1 yr$234M
2766. 11442
      Adaptation Financial Advisors Inc.Oklahoma City, OK · 690 clientsWealth managerHybrid
      Fidelity 56%Schwab 44%
      +00% 1 yr$234M
2767. 11473
      Millennium Capital Advisors, LLCLittle Rock, AR · 206 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$232M
2768. 11481
      Crowdstreet Advisors, LLCNew York, NY · 30 clientsPrivate fund adviserHybridCrowdstreet Capital LLC
      No custodian reported
      +00% 1 yr$232M
2769. 11482
      Continental Investors Services, Inc.Longview, WA · 827 clientsBroker-dealer firmHybrid
      No custodian reported
      +00% 1 yr$232M
2770. 11490
      Alpha Innovations LTD.Hamilton, Bermuda · 4 clientsAsset managerHybridAI Global Strategies ISA
      RJ O'brien 100%
      +00% 1 yr$232M
2771. 11496
      Financial Concepts Unlimited, Inc.198 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$231M
2772. 11500
      Vann Equity Management LLCPlano, TX · 188 clientsWealth managerHybrid
      Goldman Sachs 51%Schwab 49%
      +00% 1 yr$231M
2773. 11502
      Wharton Midmarket Investment Advisors IncWoodbridge, CT · 47 clientsWealth managerHybridWharton Midmarket Securities Inc., clears through Raymond James
      Raymond James 100%
      +00% 1 yr$231M
2774. 11508
      Concorde Financial ResourcesYork, SC · 235 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$231M
2775. 11509
      Arch Global Advisors, LLCNew York, NY · 442 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$231M
2776. 11513
      Amplify Financial, LLCScottsdale, AZ · 1,601 clientsWealth managerHybridAshton Thomas Securities, LLC
      Schwab 78%
      +00% 1 yr$231M
2777. 11515
      7twoDenver, CO · 57 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$230M
2778. 11516
      Redwood Investment Group, IncFort Bragg, CA · 763 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$230M
2779. 11524
      Chicago Investment Advisory Council, Inc.St. Charles, IL · 1,105 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$230M
2780. 11525
      Grantvest Financial Group LLCMatawan, NJ · 630 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$230M
2781. 11527
      Granite Islands Private Wealth, LLCGuilford, CT · 491 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$230M
2782. 11534
      Bradford Financial CenterClarion, IA · 710 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$230M
2783. 11535
      Turner Financial Group, Inc.Pace, FL · 620 clientsWealth managerHybrid
      Schwab 76%Goldman Sachs 24%
      +00% 1 yr$230M
2784. 11539
      Rightwealth Advisors, LLCMiamisburg, OH · 249 clientsWealth managerHybrid
      Raymond James 100%
      +00% 1 yr$229M
2785. 11553
      LSB Wealth ManagementAnkeny, IA · 383 clientsWealth managerBank-affiliatedHybrid
      LPL Financial 51%Fifth Third Securities 49%
      +00% 1 yr$229M
2786. 11554
      DFC Preferred Advisors LLCBozeman, MT · 1 clientsAsset managerHybridDestra Capital Investments LLC
      No custodian reported
      +00% 1 yr$229M
2787. 11555
      J W Korth & CompanyLansing, MI · 12 clientsBroker-dealer firmHybridJ.W. Korth & Company, Limited Partnership
      Pershing 56%RBC 44%
      +00% 1 yr$229M
2788. 11557
      X Advisors, LLCSanta Maria, CA · 659 clientsBroker-dealer firmHybrid
      Schwab 100%
      +00% 1 yr$229M
2789. 11563
      Waterford Capital Investment Advisory Services LLCAddison, TX · 110 clientsBroker-dealer firmHybridWaterford Capital, Inc.
      Schwab 100%
      +00% 1 yr$228M
2790. 11579
      Center for Wealth Management Advisory646 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$228M
2791. 11583
      Commonwealth Financial Planners IncRoswell, GA · 132 clientsWealth managerHybrid
      Raymond James 100%
      +00% 1 yr$228M
2792. 11585
      MRP Capital Investments, LLCAlpharetta, GA · 149 clientsWealth managerHybrid
      Schwab 61%Morgan Stanley 39%
      +00% 1 yr$228M
2793. 11592
      Jones & Associates Premier Financial SolutionsJacksonville, OR · 521 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$227M
2794. 11604
      Naples Wealth PlanningBonita Springs, FL · 226 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$227M
2795. 11612
      D.H. Hill Advisors, Inc.Kingwood, TX · 938 clientsWealth managerHybridD.H. Hill Securities, Lllp
      Schwab 100%
      +00% 1 yr$226M
2796. 11618
      Elevation Advisory Partners LLCOrlando, FL · 378 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$226M
2797. 11620
      Angelus Investment Consulting, Inc.Coral Gables, FL · 30 clientsWealth managerHybrid
      J.P. Morgan 61%Citi 23%
      +00% 1 yr$226M
2798. 11625
      Secfi Advisory LimitedNew York, NY · 55 clientsPrivate fund adviserHybridSecfi Securities, LLC
      Altruist 100%
      +00% 1 yr$226M
2799. 11632
      Weis AdvisoryClive, IA · 716 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$226M
2800. 11635
      Red Mountain Financial PartnersDurango, CO · 314 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$226M