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

481. 11225
     Capstone Wealth Management Group, Inc.Bend, OR · 255 clientsWealth manager
     Pershing 100%
     +00% 1 yr$243M
482. 11231
     Blalock Williams, LLCAlexander City, AL · 272 clientsWealth manager
     Schwab 79%
     +00% 1 yr$243M
483. 11244
     NRG Wealth ManagementORO Valley, AZ · 155 clientsWealth manager
     Altruist 82%
     +00% 1 yr$242M
484. 11256
     Treasure Coast Financial Planning, Inc.Vero Beach, FL · 251 clientsWealth manager
     Pershing 100%
     +00% 1 yr$241M
485. 11299
     Loyola Asset Management LLCCoral Gables, FL · 57 clientsAsset manager
     Pershing 100%
     +00% 1 yr$240M
486. 11404
     Spectrum Financial ResourcesTroy, MI · 723 clientsWealth managerHybrid
     Pershing 73%Schwab 27%
     +00% 1 yr$235M
487. 11438
     Fountain Square Asset ManagementCincinnati, OH · 398 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$234M
488. 11441
     Geneva Financial GroupLakewood, NJ · 49 clientsWealth manager
     Pershing 54%BNY 46%
     +00% 1 yr$234M
489. 11511
     UnimarMiami, FL · 43 clientsPrivate fund adviser
     Pershing 78%
     +00% 1 yr$231M
490. 11513
     Amplify Financial, LLCScottsdale, AZ · 1,601 clientsWealth managerHybridAshton Thomas Securities, LLC
     Schwab 78%
     +00% 1 yr$231M
491. 11536
     Vima, LLCTroy, MI · 1,182 clientsWealth manager
     Pershing 100%
     +00% 1 yr$229M
492. 11555
     J W Korth & CompanyLansing, MI · 12 clientsBroker-dealer firmHybridJ.W. Korth & Company, Limited Partnership
     Pershing 56%RBC 44%
     +00% 1 yr$229M
493. 11573
     Wealth Forward, LLCFargo, ND · 367 clientsWealth manager
     Pershing 100%
     +00% 1 yr$228M
494. 11588
     Sandro Wealth Management LLCFairfield, NJ · 55 clientsWealth manager
     Schwab 76%Pershing 24%
     +00% 1 yr$228M
495. 11603
     Alerce Investment Management, L.P.Chicago, IL · 25 clientsPrivate fund adviser
     Computershare Trust Company 44%Pershing 35%
     +00% 1 yr$227M
496. 11609
     Arrien Investments, Inc.Boise, ID · 449 clientsWealth manager
     Pershing 100%
     +00% 1 yr$227M
497. 11711
     Colrain Capital LLCBoston, MA · 87 clientsWealth manager
     Pershing 46%Schwab 37%
     +00% 1 yr$222M
498. 11731
     Lynx Advisory PartnersCoral Gables, FL · 113 clientsWealth manager
     Morgan Stanley 60%Pershing 23%
     +00% 1 yr$221M
499. 11780
     The Personal Wealth CoachSalado, TX · 233 clientsWealth manager
     Pershing 84%
     +00% 1 yr$220M
500. 11849
     Ledgewood Wealth Advisors, LLCExeter, NH · 98 clientsWealth manager
     Pershing 100%
     +00% 1 yr$217M
501. 11904
     Equitas Capital Advisors,llcNew Orleans, LA · 46 clientsAsset manager
     Pershing 86%
     +00% 1 yr$214M
502. 11936
     Simmons Capital GroupHalfmoon, NY · 463 clientsWealth managerWrap sponsorHybrid
     Pershing 100%
     +00% 1 yr$213M
503. 11943
     Financial Planning ServicesFort Wayne, IN · 489 clientsWealth managerHybrid
     Pershing 78%
     +00% 1 yr$213M
504. 11959
     OAC Capital Advisors LLC31 clientsAsset manager
     Pershing 66%Morgan Stanley 34%
     +00% 1 yr$212M
505. 11962
     Orca Investment Management, LLCLake Oswego, OR · 364 clientsWealth managerHybridPaulson Investment Company LLC, clears through Axos Clearing, Vision Financial Markets
     Schwab 53%Pershing 47%
     +00% 1 yr$212M
506. 11970
     Blue Summit Wealth ManagementSAN Diego, CA · 230 clientsWealth manager
     Pershing 100%
     +00% 1 yr$211M
507. 11980
     Phase III Advisory Services, LTDBuffalo Grove, IL · 483 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$211M
508. 12017
     Advisory Investor Services LLCMiami, FL · 189 clientsAsset managerHybridMiura Capital, LLC, clears through Pershing
     Pershing 85%
     +00% 1 yr$210M
509. 12024
     Shellman Investment Management, LLCCoral Gables, FL · 134 clientsWealth managerHybridSeminario Securities LLC, clears through Pershing
     Morgan Stanley 85%
     +00% 1 yr$210M
510. 12029
     Wharton Wealth Management, LLCMalvern, PA · 333 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$209M
511. 12032
     Creative Investment GroupNashville, TN · 144 clientsWealth manager
     LPL Financial 87%
     +00% 1 yr$209M
512. 12105
     The Putney Financial Group LLCSAN Rafael, CA · 215 clientsWealth managerHybrid
     Pershing 87%
     +00% 1 yr$205M
513. 12137
     Alianza Corp. Investment AdvisorMiami, FL · 1,207 clientsAsset managerAffiliated broker-dealerAlianza Valores Comisionista, SA
     Pershing 64%J.P. Morgan 36%
     +00% 1 yr$204M
514. 12174
     Robinson Value Management, LTD.SAN Antonio, TX · 56 clientsWealth manager
     Pershing 51%Schwab 49%
     +00% 1 yr$202M
515. 12287
     Gladowsky Capital Management CorpSmithtown, NY · 298 clientsBroker-dealer firmHybrid
     Pershing 100%
     +00% 1 yr$198M
516. 12313
     Bradley Wealth LLCScottsdale, AZ · 204 clientsWealth manager
     Altruist 67%Pershing 30%
     +00% 1 yr$197M
517. 12454
     Sanctuary AdvisorsDenver, CO · 45 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$192M
518. 12526
     Azarias Capital Management, L.P.Westchester, PA · 2 clientsAsset manager
     BNY 54%Wells Fargo 31%
     +00% 1 yr$189M
519. 12590
     ASL Financial, LLCLOS Gatos, CA · 190 clientsWealth managerWrap sponsorHybrid
     Pershing 100%
     +00% 1 yr$187M
520. 12611
     Ridge Capital Management, LLCJohn Creek, GA · 340 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$186M