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

7321. 7321
      Deepwater Asset Management, LLCMinneapolis, MN · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$567M
7322. 7322
      Latitude Advisors, LLC1,590 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$567M
7323. 7323
      Decker Wealth Management, LLCNashville, TN · 326 clientsWealth manager
      Schwab 100%
      +00% 1 yr$566M
7324. 7324
      Rhino Investment Partners, Inc.West Conshohocken, PA · 2 clientsAsset manager
      Goldman Sachs 68%BNY 32%
      +00% 1 yr$566M
7325. 7325
      Alteri WealthWestlake Village, CA · 350 clientsWealth managerHybrid
      No custodian reported
      +00% 1 yr$566M
7326. 7326
      Midwest Financial Group LLCOverland Park, KS · 955 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$566M
7327. 7327
      Equinum, LLCBrooklyn, NY · 214 clientsWealth manager
      Schwab 100%
      +00% 1 yr$566M
7328. 7328
      First Kentucky Securities CorpLouisville, KY · 1,530 clientsBroker-dealer firmHybrid
      RBC 100%
      +00% 1 yr$566M
7329. 7329
      Adams Wealth AdvisorsLogan, UT · 703 clientsWealth manager
      Fidelity 68%
      +00% 1 yr$566M
7330. 7330
      Googins Advisors, Inc.Middleton, WI · 796 clientsBroker-dealer firm
      Pershing 58%Schwab 42%
      +00% 1 yr$566M
7331. 7331
      First Fiduciary Investment Counsel IncCleveland, OH · 276 clientsWealth manager
      Schwab 68%
      +00% 1 yr$566M
7332. 7332
      Atticus Wealth ManagementPalm Beach Gardens, FL · 429 clientsWealth manager
      Schwab 100%
      +00% 1 yr$565M
7333. 7333
      Alidade Capital, LLCBloomfield Hills, MI · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$565M
7334. 7334
      Friedlander & Co IncMilwaukee, WI · 31 clientsWealth manager
      Robert W. Baird & Co. Incorporated 93%
      +00% 1 yr$565M
7335. 7335
      Reedmark Advisors, LLCSomerville, NJ · 77 clientsAsset managerHybrid
      T.rowe Price Retirement Plan Services 69%
      +00% 1 yr$565M
7336. 7336
      Jackson Square Capital, LLCSan Francisco, CA · 631 clientsWealth managerWrap sponsor
      Pershing 100%
      +00% 1 yr$564M
7337. 7337
      Shikiar Asset Management IncNew York, NY · 148 clientsWealth manager
      Pershing 100%
      +00% 1 yr$564M
7338. 7338
      Boyum Wealth Architects LLCBloomington, MN · 454 clientsWealth manager
      Schwab 100%
      +00% 1 yr$564M
7339. 7339
      ECC Fund Manager II, LLCNew York, NY · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$564M
7340. 7340
      LGG FinancialBethesda, MD · 250 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$564M
7341. 7341
      Pondera Holdings LLCChicago, IL · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$564M
7342. 7342
      Wave Equity PartnersBoston, MA · 17 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$564M
7343. 7343
      Tortuga Advisers LLCSimi Valley, CA · 40 clientsWealth manager
      No custodian reported
      +00% 1 yr$564M
7344. 7344
      Downtown Wealth Studios, LLCMiami, FL · 46 clientsWealth manager
      Pershing 100%
      +00% 1 yr$563M
7345. 7345
      Stieven Capital Advisors, L.P.St. Louis, MO · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$563M
7346. 7346
      Paradigm Wealth Management, LLCWestlake, OH · 416 clientsWealth manager
      Fidelity 80%
      +00% 1 yr$563M
7347. 7347
      Dara Capital US, Inc.Miami, FL · 58 clientsWealth manager
      No custodian reported
      +00% 1 yr$563M
7348. 7348
      Brooklyn FI, LLCBrooklyn, NY · 373 clientsWealth manager
      Schwab 100%
      +00% 1 yr$563M
7349. 7349
      Sequel Holdings, L.P.Dallas, TX · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$563M
7350. 7350
      Vela Investment Management, LLCNew Albany, OH · 179 clientsAsset manager
      Schwab 100%
      +00% 1 yr$563M
7351. 7351
      Lifeguide Financial Advisors, LLCMechanicsburg, PA · 778 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$563M
7352. 7352
      Harraden Circle Investments, LLCNew York, NY · 11 clientsPrivate fund adviser
      Clear Street 100%
      +00% 1 yr$563M
7353. 7353
      Jacobsen Capital ManagementSalt Lake City, UT · 118 clientsWealth manager
      Schwab 100%
      +00% 1 yr$563M
7354. 7354
      Point 41 Capital Partners, L.P.Cos Cob, CT · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$563M
7355. 7355
      MB Global Advisers, LLCNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$562M
7356. 7356
      Strongbox Wealth, LLCLee's Summit, MO · 499 clientsWealth manager
      Schwab 100%
      +00% 1 yr$562M
7357. 7357
      Altera Private Access, LLCAtlanta, GA · 52 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$562M
7358. 7358
      Beck Capital Management LLCAustin, TX · 451 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$562M
7359. 7359
      Dumont & Blake Investment Advisors LLCPrinceton, NJ · 439 clientsWealth manager
      Schwab 100%
      +00% 1 yr$562M
7360. 7360
      Capitol Private Wealth Group LLCVienna, VA · 572 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$562M