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

10921. 10921
       Village Wealth AdvisorsWestlake Village, CA · 240 clientsWealth manager
       Schwab 100%
       +00% 1 yr$258M
10922. 10922
       HEP Partners LLCDallas, TX · 10 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$258M
10923. 10923
       Schaeffer Financial LLCRockville, MD · 247 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$258M
10924. 10924
       MA Asset Management, LLCIrvington, NY · 4 clientsAsset manager
       No custodian reported
       +00% 1 yr$258M
10925. 10925
       Kuramo Capital Management, LLCNew York, NY · 15 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$258M
10926. 10926
       Genrock Capital Management, LPPalm Beach, FL · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$258M
10927. 10927
       Carbahal Olsen Financial Services Group LLCDavis, CA · 244 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$258M
10928. 10928
       Wilkins Miller Wealth Management, LLCMobile, AL · 195 clientsWealth managerHybrid
       Schwab 85%
       +00% 1 yr$257M
10929. 10929
       Bias InvestorsHamilton, Bermuda · 202 clientsBroker-dealer firm
       No custodian reported
       +00% 1 yr$257M
10930. 10930
       IKE Capital, LLC110 clientsWealth manager
       Fidelity 92%
       +00% 1 yr$257M
10931. 10931
       Clarity Asset Management, Inc.Ames, IA · 271 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$257M
10932. 10932
       GLD Advisors, LLCMiami Beach, FL · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$257M
10933. 10933
       103 Advisory GroupChicago, IL · 89 clientsWealth manager
       Schwab 100%
       +00% 1 yr$257M
10934. 10934
       Dogwood Wealth Management, LLCLenexa, KS · 233 clientsWealth manager
       No custodian reported
       +00% 1 yr$257M
10935. 10935
       W&s Brokerage Services, Inc.Cincinnati, OH · 772 clientsBroker-dealer firmHybridTouchstone Securities, LLC
       No custodian reported
       +00% 1 yr$257M
10936. 10936
       Center for Asset Management, LLCPalm Beach Gardens, FL · 284 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$257M
10937. 10937
       Tingey Financial Group Inc.150 clientsWealth manager
       Schwab 100%
       +00% 1 yr$257M
10938. 10938
       New Millennium GroupSandy, UT · 895 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$257M
10939. 10939
       Texas Family Wealth, LLCFriendswood, TX · 1,072 clientsWealth managerWrap sponsor
       Raymond James 100%
       +00% 1 yr$257M
10940. 10940
       Independent Access Partners, LLCHunt Valley, MD · 18 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$257M
10941. 10941
       Red Spruce Capital, LLCBerwyn, PA · 143 clientsWealth manager
       Altruist 100%
       +00% 1 yr$257M
10942. 10942
       Financial Advisory Services, LLCHanover, PA · 298 clientsWealth manager
       Schwab 100%
       +00% 1 yr$257M
10943. 10943
       RD Lewis Wealth ManagementMaitland, FL · 451 clientsWealth manager
       LPL Financial 73%Vanguard 27%
       +00% 1 yr$257M
10944. 10944
       Stone Pine Financial PartnersMedia, PA · 202 clientsWealth manager
       Schwab 100%
       +00% 1 yr$257M
10945. 10945
       Frontaura Capital LLCChicago, IL · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$257M
10946. 10946
       Prospect Hill Management, LLC39 clientsWealth manager
       Schwab 59%Morgan Stanley 29%
       +00% 1 yr$257M
10947. 10947
       CMG Capital Management Group, Inc.Malvern, PA · 538 clientsWealth managerHybrid
       Axos 81%
       +00% 1 yr$257M
10948. 10948
       6th Street Advisors, LLCDaphne, AL · 295 clientsWealth manager
       Schwab 100%
       +00% 1 yr$257M
10949. 10949
       Vienna Asset Management LLCSaratoga, CA · 134 clientsWealth manager
       Schwab 100%
       +00% 1 yr$257M
10950. 10950
       Delarme Wealth Management, Inc.Palos Verdes Estates, CA · 168 clientsWealth manager
       Raymond James 70%Schwab 30%
       +00% 1 yr$257M
10951. 10951
       AviceneNew York, NY · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$256M
10952. 10952
       Estate & Trust AdvisorsRiverwoods, IL · 175 clientsWealth manager
       Schwab 100%
       +00% 1 yr$256M
10953. 10953
       Tudor Financial, Inc.Dayton, OH · 435 clientsWealth managerHybrid
       Fidelity 100%
       +00% 1 yr$256M
10954. 10954
       Zephyr Management, L.P.New York, NY · 34 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$256M
10955. 10955
       Argo Wealth Advisory, LLCMcLean, VA · 99 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$256M
10956. 10956
       Richardson Financial ServicesMedway, MA · 193 clientsWealth managerHybrid
       Pershing 91%
       +00% 1 yr$256M
10957. 10957
       Alpha Advisors, LLCRichmond, VA · 116 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$256M
10958. 10958
       Fairview Partners Investment Management LLCSeattle, WA · 10 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$256M
10959. 10959
       Casilio Leitch InvestmentsWalnut Creek, CA · 220 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$256M
10960. 10960
       Fairview Asset Management LLCSan Juan, PR · 10 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$256M