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

121. 11597
     Gilpin Wealth Management LLCGolden, CO · 191 clientsWealth manager
     Schwab 98%
     +00% 1 yr$227M
122. 11627
     Welcy Capital Advisors LLCMiami, FL · 19 clientsPrivate fund adviserAffiliated broker-dealerLW Casa De Valores, SRL, Prival Securities Puesto De Bolsa S.A.
     Interactive Brokers 100%
     +00% 1 yr$226M
123. 11718
     Cross Border Wealth, LLCNew York, NY · 531 clientsWealth manager
     Novia Global 43%Schwab 37%
     +00% 1 yr$222M
124. 11731
     Lynx Advisory PartnersCoral Gables, FL · 113 clientsWealth manager
     Morgan Stanley 60%Pershing 23%
     +00% 1 yr$221M
125. 11755
     Rangeley Capital, LLCNew Canaan, CT · 6 clientsPrivate fund adviser
     Interactive Brokers 100%
     +00% 1 yr$220M
126. 11777
     RHS Financial, LLCSAN Francisco, CA · 136 clientsWealth manager
     Schwab 74%Interactive Brokers 25%
     +00% 1 yr$220M
127. 11848
     Lifetime Wealth Management P.C.Rockwall, TX · 119 clientsWealth manager
     Schwab 98%
     +00% 1 yr$217M
128. 11876
     Illumine Investment Management, LLCPoulsbo, WA · 90 clientsWealth manager
     Fidelity 91%
     +00% 1 yr$215M
129. 11882
     Broadway Advisor GroupAlbany, NY · 321 clientsWealth manager
     Interactive Brokers 55%Fidelity 45%
     +00% 1 yr$215M
130. 11890
     Eastsound Capital Advisors, LLC247 clientsWealth manager
     Schwab 74%
     +00% 1 yr$215M
131. 11908
     Alpha Wealth Funds, LLCPark City, UT · 303 clientsPrivate fund adviser
     Interactive Brokers 70%
     +00% 1 yr$214M
132. 11979
     WMK Investment Partners21 clientsWealth manager
     BNY 42%Schwab 32%
     +00% 1 yr$211M
133. 11988
     Fairbanks Capital Management, Inc.Rancho Santa FE, CA · 234 clientsWealth manager
     Raymond James 72%
     +00% 1 yr$211M
134. 12093
     ADC Wealth Management, LLCMassapequa, NY · 93 clientsWealth manager
     Interactive Brokers 53%Axos 47%
     +00% 1 yr$206M
135. 12189
     Simetria Advisory Group LLCMiami, FL · 417 clientsAsset managerHybridBrasil Plural Securities LLC, Luso Partners Sociedade Corretora, S.A.
     Interactive Brokers 84%
     +00% 1 yr$202M
136. 12212
     Calculated WealthMadison, WI · 194 clientsWealth manager
     Schwab 94%
     +00% 1 yr$201M
137. 12269
     Capital Squared Financial LLCRockville, MD · 87 clientsWealth manager
     Schwab 100%
     +00% 1 yr$199M
138. 12309
     Bireme Capital, LLCRockville, MD · 65 clientsAsset manager
     Interactive Brokers 100%
     +00% 1 yr$197M
139. 12334
     Interactive Advisers, Interactive AdvisorsLondon, United Kingdom · 3,467 clientsWealth managerPublic-company ownedAffiliated broker-dealerInteractive Brokers LLC
     Interactive Brokers 100%
     +00% 1 yr$196M
140. 12350
     Fort Street Asset Management LLCHonolulu, HI · 30 clientsPrivate fund adviser
     Interactive Brokers 70%Schwab 30%
     +00% 1 yr$195M
141. 12417
     NumaMiami, FL · 60 clientsWealth manager
     Interactive Brokers 47%J.P. Morgan 31%BTG Pactual US Capital 22%
     +00% 1 yr$193M
142. 12466
     Anchor CapitalAliso Viejo, CA · 26 clientsAsset managerHybrid
     Schwab 73%Interactive Brokers 27%
     +00% 1 yr$191M
143. 12518
     Argosy-Lionbridge Management, LLCWayne, PA · 5 clientsAsset manager
     BNY 84%
     +00% 1 yr$189M
144. 12543
     ColarionMountain Brook, AL · 96 clientsWealth manager
     Schwab 60%
     +00% 1 yr$188M
145. 12587
     Dutch Asset CorporationSelkirk, NY · 228 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$187M
146. 12658
     Equity Armor InvestmentsChicago, IL · 92 clientsAsset manager
     Schwab 81%
     +00% 1 yr$184M
147. 12661
     Global Wealth Management, L.C.Deerfield Beach, FL · 34 clientsWealth manager
     Bank Vontobel AG 53%Interactive Brokers 31%
     +00% 1 yr$184M
148. 12673
     MytimeequityPlano, TX · 512 clientsWealth manager
     Schwab 60%Interactive Brokers 37%
     +00% 1 yr$184M
149. 12716
     Four Tree Island Advisory LLCPortsmouth, NH · 54 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$182M
150. 12729
     Bradesco Global AdvisorsCoral Gables, FL · 1,196 clientsPrivate fund adviserHybridBradesco Investments Inc., clears through Pershing, Apex Clearing
     Interactive Brokers 100%
     +00% 1 yr$182M
151. 12762
     Broad Reach Capital LLCRaleigh, NC · 22 clientsAsset manager
     Pinnacle Financial Partners 52%Equity Trust 37%
     +00% 1 yr$180M
152. 12782
     Greenwood Investors LLCNew York, NY · 35 clientsPrivate fund adviser
     Interactive Brokers 100%
     +00% 1 yr$180M
153. 12789
     Allaria Asset Management, LLCMiami, FL · 15 clientsAsset managerHybridAllaria S.A., Allaria Securities, LLC, clears through Pershing
     Interactive Brokers 36%J.P. Morgan 29%Pershing 23%
     +00% 1 yr$180M
154. 12790
     Astra Ventures52 clientsWealth manager
     Schwab 91%
     +00% 1 yr$180M
155. 12821
     William B. Walkup & Associates, Inc.Columbia, SC · 65 clientsPrivate fund adviser
     Interactive Brokers 100%
     +00% 1 yr$178M
156. 12824
     Avrio Wealth PTE LTDSingapore, Singapore · 136 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$178M
157. 12839
     Muntz Financial, LLCDoylestown, PA · 99 clientsWealth manager
     Interactive Brokers 65%Nationwide Investment Services 25%
     +00% 1 yr$178M
158. 12873
     Collar Capital Management, LLCAppleton, WI · 125 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$176M
159. 12883
     Philadelphia Investment Partners, LLCVoorhees, NJ · 145 clientsWealth manager
     Interactive Brokers 72%
     +00% 1 yr$176M
160. 12891
     Preserver PartnersMemphis, TN · 1 clientsPrivate fund adviser
     Interactive Brokers 100%
     +00% 1 yr$176M