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

11601. 11601
       Retirement Wealth Solutions LLCMarshfield, WI · 188 clientsWealth manager
       Schwab 100%
       +00% 1 yr$227M
11602. 11602
       Premier Estate Planners, LLCClinton Township, MI · 584 clientsWealth manager
       Axos 68%Schwab 32%
       +00% 1 yr$227M
11603. 11603
       Alerce Investment Management, L.P.Chicago, IL · 25 clientsPrivate fund adviser
       Computershare Trust Company 44%Pershing 35%
       +00% 1 yr$227M
11604. 11604
       Naples Wealth PlanningBonita Springs, FL · 226 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$227M
11605. 11605
       Shikhara Investment Management LPNew York, NY · 3 clientsAsset manager
       Level 8, 60 Castlereagh Street 100%
       +00% 1 yr$227M
11606. 11606
       Structured Wealth Management, Inc.Toledo, OH · 527 clientsWealth manager
       No custodian reported
       +00% 1 yr$227M
11607. 11607
       Worldly Partners Management, LLCNeedham, MA · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$227M
11608. 11608
       Perryridge Capital LPGreenwich, CT · 3 clientsPrivate fund adviser
       Morgan Stanley 100%
       +00% 1 yr$227M
11609. 11609
       Arrien Investments, Inc.Boise, ID · 449 clientsWealth manager
       Pershing 100%
       +00% 1 yr$227M
11610. 11610
       Mindoro Capital Partners LLC11 clientsWealth manager
       Schwab 100%
       +00% 1 yr$226M
11611. 11611
       Connected Wealth Solutions, LLCLa Grande, OR · 318 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$226M
11612. 11612
       D.H. Hill Advisors, Inc.Kingwood, TX · 938 clientsWealth managerHybridD.H. Hill Securities, Lllp
       Schwab 100%
       +00% 1 yr$226M
11613. 11613
       Mentor Capital Management Inc.Chicago, IL · 227 clientsWealth manager
       Schwab 100%
       +00% 1 yr$226M
11614. 11614
       BQS Financial Advisors, LLCNew York, NY · 29 clientsAsset manager
       No custodian reported
       +00% 1 yr$226M
11615. 11615
       Walnut Grove Capital Partners, LPMemphis, TN · 9 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$226M
11616. 11616
       Align Private CapitalSarasota, FL · 2 clientsPrivate fund adviser
       BNY 100%
       +00% 1 yr$226M
11617. 11617
       Denali Wealth Management, Inc.Mequon, WI · 243 clientsWealth manager
       Schwab 100%
       +00% 1 yr$226M
11618. 11618
       Elevation Advisory Partners LLCOrlando, FL · 378 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$226M
11619. 11619
       Valpey Financial Services LLCConcord, NH · 186 clientsWealth manager
       Schwab 100%
       +00% 1 yr$226M
11620. 11620
       Angelus Investment Consulting, Inc.Coral Gables, FL · 30 clientsWealth managerHybrid
       J.P. Morgan 61%Citi 23%
       +00% 1 yr$226M
11621. 11621
       Change Global Investment, LLCNew York, NY · 3 clientsPrivate fund adviser
       State Street 100%
       +00% 1 yr$226M
11622. 11622
       Polaris Financial Partners, LLCWesterville, OH · 145 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$226M
11623. 11623
       Bullseye Investment Management, LLCCincinnciati, OH · 1,120 clientsWealth manager
       Axos 100%
       +00% 1 yr$226M
11624. 11624
       Dragus Capital, LLCCoral Gables, FL · 86 clientsWealth manager
       Banco Sabadell Miami Branch 65%Merrill / Bank of America 25%
       +00% 1 yr$226M
11625. 11625
       Secfi Advisory LimitedNew York, NY · 55 clientsPrivate fund adviserHybridSecfi Securities, LLC
       Altruist 100%
       +00% 1 yr$226M
11626. 11626
       Professional FinancialPittsford, NY · 93 clientsWealth manager
       Schwab 100%
       +00% 1 yr$226M
11627. 11627
       Welcy Capital Advisors LLCMiami, FL · 19 clientsPrivate fund adviserAffiliated broker-dealerLW Casa De Valores, SRL, Prival Securities Puesto De Bolsa S.A.
       Interactive Brokers 100%
       +00% 1 yr$226M
11628. 11628
       Evansbrook Capital Management110 clientsWealth manager
       Schwab 100%
       +00% 1 yr$226M
11629. 11629
       DVB Private WealthHarrisburg, PA · 249 clientsWealth manager
       LPL Financial 82%
       +00% 1 yr$226M
11630. 11630
       Natural CapitalFayetteville, AR · 10 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$226M
11631. 11631
       Magnolia Financial Planning Services, Inc.Seneca, SC · 278 clientsWealth manager
       Schwab 100%
       +00% 1 yr$226M
11632. 11632
       Weis AdvisoryClive, IA · 716 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$226M
11633. 11633
       Global Value Investment CorporationMilwaukee, WI · 192 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$226M
11634. 11634
       D'arcy Capital Management, LLCSan Diego, CA · 106 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$226M
11635. 11635
       Red Mountain Financial PartnersDurango, CO · 314 clientsWealth managerHybrid
       LPL Financial 100%
       +00% 1 yr$226M
11636. 11636
       Oceanis Financial Advisors, Inc.Miami, FL · 82 clientsAsset manager
       J.P. Morgan 100%
       +00% 1 yr$226M
11637. 11637
       Williams Capital Management CompanyWilmette, IL · 22 clientsWealth manager
       No custodian reported
       +00% 1 yr$226M
11638. 11638
       Simplified Wealth ManagementHattiesburg, MS · 712 clientsWealth manager
       Schwab 100%
       +00% 1 yr$226M
11639. 11639
       Miller Wealth Advisors, LLC116 clientsWealth manager
       Schwab 100%
       +00% 1 yr$226M
11640. 11640
       The Tenret Company, LLCTampa, FL · 55 clientsWealth manager
       Schwab 100%
       +00% 1 yr$225M