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

9561. 9561
      Cresap, Inc.Radnor, PA · 604 clientsBroker-dealer firmHybrid
      No custodian reported
      +00% 1 yr$339M
9562. 9562
      Smallwood Wealth ManagementRed Bank, NJ · 458 clientsWealth managerWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$339M
9563. 9563
      Amerity Wealth Management, LLCLakeland, FL · 750 clientsWealth manager
      Pershing 28%RL 360 Insurance Company Limited 26%Schwab 25%
      +00% 1 yr$339M
9564. 9564
      First Trust Global Portfolios LTD.London, United Kingdom · 3 clientsAsset managerAffiliated broker-dealerFirst Trust Japan GK, First Trust Portfolios Asia PTE. LTD.
      Caceis Bank 100%
      +00% 1 yr$339M
9565. 9565
      Diversified Financial ManagementNorwell, MA · 144 clientsWealth manager
      Fidelity 82%
      +00% 1 yr$339M
9566. 9566
      Eiger Wealth Management, LLCSan Diego, CA · 118 clientsWealth manager
      Schwab 100%
      +00% 1 yr$339M
9567. 9567
      Lewis Financial Management, LLCRaleigh, NC · 88 clientsWealth managerHybrid
      American Funds Service 100%
      +00% 1 yr$339M
9568. 9568
      Morgan RIO Capital Management, LLCNew York, NY · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$339M
9569. 9569
      Mdrn CapitalAnnapolis, MD · 569 clientsWealth manager
      Altruist 100%
      +00% 1 yr$339M
9570. 9570
      Riverspan Partners LPChicago, IL · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$339M
9571. 9571
      Novo Holdings US Investment Advisor, Inc.Boston, MA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$339M
9572. 9572
      Comprehensive Wealth ManagementLynnwood, WA · 389 clientsWealth manager
      Schwab 100%
      +00% 1 yr$338M
9573. 9573
      Core Advisory GroupRock Hill, SC · 1,163 clientsWealth managerHybrid
      LPL Financial 68%SEI 32%
      +00% 1 yr$338M
9574. 9574
      Variant Equity Advisors, LLCLos Angeles, CA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$338M
9575. 9575
      Bookends Financial PlanningIndianapolis, IN · 521 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$338M
9576. 9576
      Nicholson Meyer Capital Management, Inc.Kansas City, MO · 268 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$338M
9577. 9577
      Addington Financial Group LLC94 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$338M
9578. 9578
      Mine & Arao Wealth Creation and Management, LLCCampbell, CA · 222 clientsWealth manager
      Schwab 100%
      +00% 1 yr$338M
9579. 9579
      Navigate Financial LLCSalt Lake City, UT · 161 clientsAsset manager
      The Standard 77%Schwab 23%
      +00% 1 yr$338M
9580. 9580
      Boulder Wealth Advisors, LLCBoulder, CO · 183 clientsWealth manager
      Schwab 100%
      +00% 1 yr$338M
9581. 9581
      Commerce Advisors, LLCMemphis, TN · 143 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$338M
9582. 9582
      Uwharrie Investment Advisors, Inc.Albemarle, NC · 875 clientsWealth managerBank-affiliatedHybridThe Strategic Alliance Corporation
      Pershing 100%
      +00% 1 yr$338M
9583. 9583
      325 CapitalNew York, NY · 3 clientsAsset manager
      BNY 100%
      +00% 1 yr$338M
9584. 9584
      Assetgrade, LLCBoston, MA · 171 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$338M
9585. 9585
      Lucas Group Financial Advisors, LLCFreeport, IL · 429 clientsWealth manager
      Schwab 100%
      +00% 1 yr$338M
9586. 9586
      Mutima Capital Management LLCNew York, NY · 1 clientsAsset manager
      BNY 100%
      +00% 1 yr$337M
9587. 9587
      Lenk Ladner Investment Solutions LLCOsterville, MA · 276 clientsWealth manager
      Schwab 100%
      +00% 1 yr$337M
9588. 9588
      Wasatch Equity PartnersLogan, UT · 22 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$337M
9589. 9589
      Bluedoor Private Wealth, LLCBeverly, MA · 137 clientsWealth manager
      Schwab 84%
      +00% 1 yr$337M
9590. 9590
      EvoadvisorsRichmond, VA · 168 clientsWealth manager
      Altruist 100%
      +00% 1 yr$337M
9591. 9591
      Augment Infrastructure Managers Advisory LLCChevy Chase, MD · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$337M
9592. 9592
      The Nalls Sherbakoff Group, LLCKnoxville, TN · 500 clientsWealth manager
      Schwab 100%
      +00% 1 yr$337M
9593. 9593
      New England Research & Management, Inc.Chicago, IL · 149 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$337M
9594. 9594
      Washington Avenue AdvisorsLansing, MI · 689 clientsWealth manager
      Schwab 79%
      +00% 1 yr$337M
9595. 9595
      Valspring Capital1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$337M
9596. 9596
      New CatalystWashington, DC · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$337M
9597. 9597
      TRU Independence Asset Management, LLCPortland, OR · 1,059 clientsWealth managerWrap sponsorHybrid
      Raymond James 100%
      +00% 1 yr$337M
9598. 9598
      Vestura, LLCHobart, WI · 76 clientsWealth manager
      No custodian reported
      +00% 1 yr$337M
9599. 9599
      Everstar Asset Management, LLCMooresville, NC · 1,132 clientsWealth manager
      Schwab 100%
      +00% 1 yr$337M
9600. 9600
      Assembly WealthMill Valley, CA · 209 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$337M