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

6281. 6281
      Progressive Investment Management CorporationLake Oswego, OR · 176 clientsWealth manager
      Schwab 100%
      +00% 1 yr$758M
6282. 6282
      Tbg-Bedford Group LLCSaint Louis, MO · 960 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$758M
6283. 6283
      Klaas Financial Asset Advisors, LLC.Loves Park, IL · 1,015 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$758M
6284. 6284
      Shrewsbury River Capital LPRed Bank, NJ · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$758M
6285. 6285
      Riva Ridge Capital Management LPNew York, NY · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$758M
6286. 6286
      Summit Street Capital Management, LLCNew York, NY · 3 clientsAsset manager
      Jefferies 100%
      +00% 1 yr$757M
6287. 6287
      Paratus Financial, Inc.Dallas, TX · 88 clientsWealth manager
      Schwab 100%
      +00% 1 yr$757M
6288. 6288
      Prostar Capital (US) LLCGreenwich, CT · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$757M
6289. 6289
      Mill Hill Capital LLCNew York, NY · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$757M
6290. 6290
      Intentgen Financial PartnersNaperville, IL · 612 clientsWealth managerWrap sponsorHybrid
      Fidelity 100%
      +00% 1 yr$757M
6291. 6291
      Hi-Line Capital Management, LLCWatertown, SD · 128 clientsAsset manager
      Schwab 100%
      +00% 1 yr$757M
6292. 6292
      G2 Capital Management, LLCColumbus, OH · 107 clientsWealth manager
      Schwab 100%
      +00% 1 yr$757M
6293. 6293
      Moller Wealth PartnersNorthfield, IL · 296 clientsWealth manager
      Schwab 100%
      +00% 1 yr$756M
6294. 6294
      Blue Fin Capital, Inc.Warren, RI · 683 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$756M
6295. 6295
      Sageguard Financial Group, LLCGoodlettsville, TN · 2,469 clientsWealth manager
      Schwab 100%
      +00% 1 yr$756M
6296. 6296
      Lighthouse FinancialSaint Petersburg, FL · 134 clientsWealth manager
      Schwab 100%
      +00% 1 yr$756M
6297. 6297
      Total Clarity Wealth Management, IncSt. Charles, IL · 1,038 clientsWealth managerWrap sponsorHybrid
      Schwab 61%LPL Financial 39%
      +00% 1 yr$755M
6298. 6298
      Alight Capital Management LPNew York, NY · 4 clientsPrivate fund adviser
      Goldman Sachs 100%
      +00% 1 yr$754M
6299. 6299
      Air Asset ManagementChicago, IL · 14 clientsPrivate fund adviserHybrid
      Caceis Bank 100%
      +00% 1 yr$754M
6300. 6300
      Mill Road CapitalGreenwich, CT · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$754M
6301. 6301
      DX Advisors LLCLas Vegas, NV · 1 clientsAsset manager
      No custodian reported
      +00% 1 yr$753M
6302. 6302
      Sweeney & Michel, LLCChico, CA · 688 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$753M
6303. 6303
      Navpoint Financial, Inc.Prior Lake, MN · 229 clientsWealth manager
      Schwab 100%
      +00% 1 yr$752M
6304. 6304
      Banyan Alpha Investment L.P.South San Francisco, CA · 6 clientsAsset manager
      Goldman Sachs 90%
      +00% 1 yr$752M
6305. 6305
      Ballast, Inc.Lexington, KY · 476 clientsWealth manager
      Schwab 100%
      +00% 1 yr$752M
6306. 6306
      Nymbus Capital Inc.Montreal, Quebec, Canada · 93 clientsAsset manager
      Nbin 73%Interactive Brokers 26%
      +00% 1 yr$751M
6307. 6307
      Castlepoint Wealth AdvisorsOklahoma City, OK · 283 clientsWealth manager
      Schwab 58%Fidelity 42%
      +00% 1 yr$751M
6308. 6308
      Gator Capital Management, LLCTampa, FL · 26 clientsPrivate fund adviser
      Interactive Brokers 100%
      +00% 1 yr$751M
6309. 6309
      EWA, LLCPittsburgh, PA · 397 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$751M
6310. 6310
      Tilson Financial Group IncNew Providence, NJ · 439 clientsWealth manager
      Schwab 85%
      +00% 1 yr$751M
6311. 6311
      Stevens Foster Financial AdvisorsBloomington, MN · 332 clientsWealth manager
      Fidelity 98%
      +00% 1 yr$750M
6312. 6312
      Hopwood Financial Services, Inc.Reston, VA · 288 clientsWealth manager
      Schwab 71%Fidelity 29%
      +00% 1 yr$750M
6313. 6313
      Torray Investment Partners LLCBethesda, MD · 549 clientsAsset manager
      Schwab 88%
      +00% 1 yr$750M
6314. 6314
      Capitalia (suisse)Geneva, Switzerland · 300 clientsWealth manager
      No custodian reported
      +00% 1 yr$750M
6315. 6315
      Rockline Wealth Management LLCIslip Terrace, NY · 918 clientsWealth manager
      LPL Financial 100%
      +00% 1 yr$750M
6316. 6316
      Westwood Wealth ManagementDallas, TX · 452 clientsPrivate fund adviserHybridSalient Capital L.P.
      Schwab 56%U.S. Bank 39%
      +00% 1 yr$750M
6317. 6317
      SBJ CapitalWalnut Creek, CA · 15 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$749M
6318. 6318
      Curran Financial Partners, LLCDaniel Island, SC · 1,315 clientsWealth manager
      Schwab 100%
      +00% 1 yr$749M
6319. 6319
      Southernsun Asset Management LLCMemphis, TN · 84 clientsAsset manager
      BNY 45%State Street 31%J.P. Morgan 24%
      +00% 1 yr$749M
6320. 6320
      QTR Family Wealth, LLCLake Mary, FL · 205 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$749M