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

1361. 11805
      CSC Upshot Ventures Management, LLCPalo Alto, CA · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$219M
1362. 11809
      Butler Hall Capital LLCLos Angeles, CA · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$218M
1363. 11818
      Allstreet Capital LLCLos Angeles, CA · 120 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$218M
1364. 11824
      Dobson Asset ManagementPetaluma, CA · 158 clientsWealth manager
      Schwab 100%
      +00% 1 yr$218M
1365. 11834
      Advanced Portfolio StrategiesTorrance, CA · 471 clientsWealth manager
      Schwab 100%
      +00% 1 yr$217M
1366. 11847
      Strategic Retirement Advisors, LLCElk Grove, CA · 945 clientsWealth manager
      No custodian reported
      +00% 1 yr$217M
1367. 11855
      Hofer & Associates Wealth ManagementThousand Oaks, CA · 300 clientsWealth manager
      Schwab 100%
      +00% 1 yr$216M
1368. 11867
      Medici Capital LLCNewport Beach, CA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$216M
1369. 11870
      Marrick WealthIrvine, CA · 89 clientsWealth manager
      Schwab 100%
      +00% 1 yr$216M
1370. 11877
      Dishmi Capital, LLCPasadena, CA · 76 clientsWealth managerWrap sponsor
      Fidelity 95%
      +00% 1 yr$215M
1371. 11879
      Providence Financial and Insurances, Inc.Woodland Hills, CA · 624 clientsWealth manager
      Schwab 100%
      +00% 1 yr$215M
1372. 11892
      Jcsd Capital, LLCWalnut Creek, CA · 4 clientsPrivate fund adviser
      Wells Fargo 100%
      +00% 1 yr$215M
1373. 11897
      Ajax Health Management Company, LLCMenlo Park, CA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$215M
1374. 11922
      Argyle Capital Partners, LLCLos Angeles, CA · 179 clientsWealth manager
      Schwab 100%
      +00% 1 yr$214M
1375. 11929
      Lendistry Capital Partners, LLCLos Angeles, CA · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$213M
1376. 11950
      Sackett Wealth Advisors, Inc.Brea, CA · 452 clientsWealth manager
      Schwab 84%
      +00% 1 yr$212M
1377. 11951
      Coastwise Capital Group, LLCLa Jolla, CA · 167 clientsWealth manager
      Schwab 100%
      +00% 1 yr$212M
1378. 11953
      Excolere Equity Partners, LLCLos Angeles, CA · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$212M
1379. 11970
      Blue Summit Wealth ManagementSan Diego, CA · 230 clientsWealth manager
      Pershing 100%
      +00% 1 yr$211M
1380. 11988
      Fairbanks Capital Management, Inc.Rancho Santa Fe, CA · 234 clientsWealth manager
      Raymond James 72%
      +00% 1 yr$211M
1381. 11997
      Mark Gillam EnterprisesFair Oaks, CA · 111 clientsWealth manager
      Schwab 100%
      +00% 1 yr$210M
1382. 12000
      Sentinel GlobalSan Francisco, CA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$210M
1383. 12003
      Alcosta Capital Management, Inc.San Ramon, CA · 60 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$210M
1384. 12028
      Cannon Beach Financial AdvisorsSan Ramon, CA · 122 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$209M
1385. 12031
      Filigree Wealth Advisors, LLCIrvine, CA · 45 clientsWealth manager
      Schwab 100%
      +00% 1 yr$209M
1386. 12033
      ELI Circle Capital, LPLos Angeles, CA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$209M
1387. 12037
      Cavu Wealth ManagementLakeside, CA · 378 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$209M
1388. 12038
      Madson Wealth Advisors Inc.Santa Rosa, CA · 171 clientsWealth manager
      Schwab 100%
      +00% 1 yr$209M
1389. 12044
      Voyager Management, LLCLos Angeles, CA · 7 clientsAsset manager
      No custodian reported
      +00% 1 yr$209M
1390. 12057
      Seagull Lane Asset Management LLCHuntington Beach, CA · 350 clientsWealth managerHybrid
      Axos 100%
      +00% 1 yr$208M
1391. 12062
      Gates Pass Advisors, LLCLos Altos, CA · 69 clientsWealth manager
      SEI 92%
      +00% 1 yr$208M
1392. 12075
      Zermatt Wealth AdvisorsSan Diego, CA · 263 clientsWealth manager
      Schwab 100%
      +00% 1 yr$207M
1393. 12096
      Hardworking Capital Advisors, LLCPalm Desert, CA · 284 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$206M
1394. 12098
      Brightpath Wealth Planning, LLCCamarillo, CA · 132 clientsWealth manager
      Schwab 100%
      +00% 1 yr$206M
1395. 12105
      The Putney Financial Group LLCSan Rafael, CA · 215 clientsWealth managerHybrid
      Pershing 87%
      +00% 1 yr$205M
1396. 12110
      Blue Marble InvestmentsSanta Barbara, CA · 243 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$205M
1397. 12153
      Rayliant Investment ResearchWalnut, CA · 4 clientsAsset manager
      No custodian reported
      +00% 1 yr$203M
1398. 12172
      Hansen & Associates Financial Group Inc.Roseville, CA · 537 clientsWealth manager
      LPL Financial 100%
      +00% 1 yr$202M
1399. 12176
      Johnson Lyman Wealth AdvisorsLos Altos, CA · 57 clientsWealth manager
      Schwab 98%
      +00% 1 yr$202M
1400. 12199
      Pacific Financial Strategies, IncThousand Oaks, CA · 713 clientsWealth manager
      Schwab 100%
      +00% 1 yr$201M