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

10961. 10961
       Five Talents Financial Management Group LLCWest Des Moines, IA · 1,039 clientsWealth managerHybrid
       LPL Financial 100%
       +00% 1 yr$256M
10962. 10962
       Swbc Investment CompanySan Antonio, TX · 494 clientsBroker-dealer firmHybridSwbc Investment Services, LLC, clears through Pershing
       Pershing 72%Schwab 28%
       +00% 1 yr$256M
10963. 10963
       Donald Smith, L.P.New York, NY · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$256M
10964. 10964
       Sonoma West Advisors60 clientsWealth manager
       No custodian reported
       +00% 1 yr$256M
10965. 10965
       Certis Capital Management, Inc.Santa Barbara, CA · 31 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$256M
10966. 10966
       Capital Z Asset Management, LLC1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$256M
10967. 10967
       Peakstone Financial AdvisorsChevy Chase, MD · 319 clientsWealth managerWrap sponsorHybrid
       Schwab 100%
       +00% 1 yr$256M
10968. 10968
       Muirfield Wealth Advisors LLCCharlotte, NC · 143 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$256M
10969. 10969
       Krusen Capital Management, LLCWest Palm Beach, FL · 140 clientsAsset manager
       No custodian reported
       +00% 1 yr$256M
10970. 10970
       Winona Capital Management, LLCChicago, IL · 7 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$256M
10971. 10971
       Delaware Wealth PlannersWilmington, DE · 126 clientsWealth manager
       SEI 85%
       +00% 1 yr$256M
10972. 10972
       Releve Financial GroupScottsdale, AZ · 321 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$256M
10973. 10973
       InceptivCulver City, CA · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$256M
10974. 10974
       Cwci LLCWashington, DC · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$256M
10975. 10975
       Sound Investment Management IncTualatin, OR · 140 clientsWealth manager
       No custodian reported
       +00% 1 yr$256M
10976. 10976
       SMP Asset Management, LLC1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$255M
10977. 10977
       International Private Wealth Advisors LLCSan Diego, CA · 389 clientsWealth manager
       Fidelity 61%Schwab 39%
       +00% 1 yr$255M
10978. 10978
       Sorenson Impact AdvisorySalt Lake City, UT · 8 clientsAsset manager
       Fidelity 100%
       +00% 1 yr$255M
10979. 10979
       Secured Retirement Advisors, LLCSt Louis Park, MN · 602 clientsWealth manager
       Schwab 100%
       +00% 1 yr$255M
10980. 10980
       Garrison Murphy Wealth Management, LLC29 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$255M
10981. 10981
       PathwiseWalnut Creek, CA · 142 clientsWealth manager
       Schwab 100%
       +00% 1 yr$255M
10982. 10982
       Grant Private Wealth ManagementPleasanton, CA · 238 clientsWealth manager
       Schwab 100%
       +00% 1 yr$255M
10983. 10983
       Acap Asset Management, Inc.Studio City, CA · 164 clientsWealth manager
       Schwab 89%
       +00% 1 yr$255M
10984. 10984
       KOA Wealth Management, LLC160 clientsWealth manager
       Schwab 100%
       +00% 1 yr$255M
10985. 10985
       Modern Capital Advisors, LLCRaleigh, NC · 1,221 clientsBroker-dealer firmHybridLiberty Partners Financial Services, LLC, Modern Capital Securities Inc.
       RBC 100%
       +00% 1 yr$255M
10986. 10986
       Ridge Creek Global, Inc.51 clientsWealth manager
       Schwab 85%
       +00% 1 yr$255M
10987. 10987
       Game Plan Financial Advisors, LLCWestlake, Oh, OH · 205 clientsWealth manager
       Schwab 100%
       +00% 1 yr$255M
10988. 10988
       Cap Partners, LLCFranklin, TN · 399 clientsWealth manager
       No custodian reported
       +00% 1 yr$255M
10989. 10989
       Hartmann Taylor Wealth Management, LLCDallas, TX · 96 clientsWealth manager
       Schwab 100%
       +00% 1 yr$255M
10990. 10990
       Wasatch Investment Fund Manager, LLCLogan, UT · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$255M
10991. 10991
       Glenorchy Capital Limited368 clientsWealth manager
       Interactive Brokers 100%
       +00% 1 yr$254M
10992. 10992
       Blacktower Financial Management (US) LLCOrlando, FL · 479 clientsWealth manager
       Rl360 51%Schwab 32%
       +00% 1 yr$254M
10993. 10993
       O'brien Investment Management, LLCTorrance, CA · 167 clientsWealth manager
       Fidelity 97%
       +00% 1 yr$254M
10994. 10994
       Westpark Wealth Advisors, Inc.Houston, TX · 776 clientsWealth managerHybrid
       No custodian reported
       +00% 1 yr$254M
10995. 10995
       Madrone Investment Advisory, LLCSan Rafael, CA · 118 clientsWealth manager
       Schwab 90%
       +00% 1 yr$254M
10996. 10996
       3spoke Management, LLCIrvine, CA · 11 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$254M
10997. 10997
       Mendota Financial Group, LLCMadison, WI · 166 clientsWealth manager
       Schwab 82%
       +00% 1 yr$254M
10998. 10998
       Family Fiduciary Services, Inc.Beverly, MA · 129 clientsWealth manager
       Fidelity Distributors Company 100%
       +00% 1 yr$254M
10999. 10999
       Riverwest Investment Management, LLCNew York, NY · 1 clientsAsset manager
       Goldman Sachs 67%J.P. Morgan 33%
       +00% 1 yr$254M
11000. 11000
       Integrated Wealth Management, Inc.Uniontown, OH · 530 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$254M