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

11641. 11641
       Buckeye-PacificNaples, FL · 3 clientsPrivate fund adviser
       U.S. Bancorp Advisors 100%
       +00% 1 yr$225M
11642. 11642
       Principium Investments LLC236 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$225M
11643. 11643
       Cais AdvisorsNew York, NY · 4 clientsPrivate fund adviserHybridCais Capital LLC
       Merrill / Bank of America 100%
       +00% 1 yr$225M
11644. 11644
       Mindful Wealth LLCGlencoe, IL · 57 clientsWealth manager
       Schwab 100%
       +00% 1 yr$225M
11645. 11645
       Daniel Investment Associates, LLCSanta Barbara, CA · 33 clientsWealth manager
       Schwab 100%
       +00% 1 yr$225M
11646. 11646
       Apex Capital Management, L.L.C.Lafayette, LA · 357 clientsWealth manager
       SEI 100%
       +00% 1 yr$225M
11647. 11647
       The Perspective GroupLawrence, KS · 297 clientsWealth managerWrap sponsorHybrid
       LPL Financial 90%
       +00% 1 yr$225M
11648. 11648
       Inman Jager Wealth Management, LLCHattiesburg, MS · 246 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$225M
11649. 11649
       Edgewater Pro Sports FinancialAvon, OH · 741 clientsWealth managerHybrid
       Raymond James 100%
       +00% 1 yr$225M
11650. 11650
       Principia Wealth Advisory, LLCDallas, TX · 156 clientsWealth manager
       Schwab 100%
       +00% 1 yr$225M
11651. 11651
       442 Capital PTY LTDMelbourne, Australia · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$225M
11652. 11652
       Capital Advisory Group, Inc.Dallas, TX · 77 clientsWealth manager
       Schwab 100%
       +00% 1 yr$225M
11653. 11653
       Global Delta Capital, LLCSomerville, MA · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$225M
11654. 11654
       Plexo Capital Management, LLC3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$225M
11655. 11655
       Retirement Plans, Inc.Westerville, OH · 278 clientsAsset manager
       Transamerica Trust 53%Reliance Trust 26%
       +00% 1 yr$225M
11656. 11656
       Bantamac Capital, LLCChicago, IL · 14 clientsAsset manager
       Northern Trust 64%Schwab 36%
       +00% 1 yr$225M
11657. 11657
       Drawbridge CapitalTulsa, OK · 979 clientsWealth managerHybrid
       No custodian reported
       +00% 1 yr$225M
11658. 11658
       WL Ross & Co. LLCDallas, TX · 4 clientsPrivate fund adviserAffiliated broker-dealerInvesco Capital Markets, Inc., Invesco Distributors, Inc.
       No custodian reported
       +00% 1 yr$225M
11659. 11659
       Prato Capital ManagementWhite Plains, NY · 326 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$225M
11660. 11660
       Allied Private WealthBoca Raton, FL · 228 clientsWealth manager
       No custodian reported
       +00% 1 yr$224M
11661. 11661
       REB Capital Management, LLCDallas, TX · 2 clientsPrivate fund adviser
       BNY 100%
       +00% 1 yr$224M
11662. 11662
       Financial Management, Inc.Little Rock, AR · 184 clientsAsset managerHybridCrews & Associates, Inc.
       Schwab 57%Ascensus Broker Dealer Services 43%
       +00% 1 yr$224M
11663. 11663
       Iadvise PartnersNew York, NY · 20 clientsWealth manager
       J.P. Morgan 100%
       +00% 1 yr$224M
11664. 11664
       Sun Group Wealth Partners LLCIrvine, CA · 353 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$224M
11665. 11665
       Arrowmark Asset Management, LLCDenver, CO · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$224M
11666. 11666
       Orca Wealth Management, LLCNew Port Richey, FL · 425 clientsWealth managerWrap sponsor
       TradePMR / Robinhood 100%
       +00% 1 yr$224M
11667. 11667
       Meritis Wealth Management, Inc.Potomac, MD · 130 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$224M
11668. 11668
       Aligne Wealth Advisors Investment Management (awaim)Los Angeles, CA · 220 clientsWealth manager
       LPL Financial 87%
       +00% 1 yr$224M
11669. 11669
       Old Bridge Capital Management Private LimitedMumbai, India · 264 clientsAsset manager
       Axis Bank Limited 100%
       +00% 1 yr$224M
11670. 11670
       McAlvany Wealth Management, LLCDurango, CO · 664 clientsWealth manager
       Schwab 100%
       +00% 1 yr$224M
11671. 11671
       Bucket List Wealth Management, LLCThe Villages, FL · 482 clientsWealth manager
       Schwab 65%Fidelity 35%
       +00% 1 yr$224M
11672. 11672
       McAlister, Sweet & Associates, Inc.Houston, TX · 187 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$224M
11673. 11673
       Thornburg BOW River Advisers, LLC.Denver, CO · 4 clientsPrivate fund adviserHybridThornburg Investment Management (asia), LTD., Thornburg Securities LLC
       No custodian reported
       +00% 1 yr$224M
11674. 11674
       Alder Financial Group IncAtlanta, GA · 65 clientsWealth manager
       Schwab 100%
       +00% 1 yr$224M
11675. 11675
       Bright Angel Advisors LLCSt. Paul, MN · 35 clientsWealth manager
       Schwab 100%
       +00% 1 yr$224M
11676. 11676
       Mainstream Capital ManagementLos Angeles, CA · 170 clientsWealth managerHybrid
       Raymond James 73%Schwab 27%
       +00% 1 yr$224M
11677. 11677
       Creighton Capital Management LLC3 clientsAsset manager
       No custodian reported
       +00% 1 yr$224M
11678. 11678
       Kokua Capital Management96 clientsWealth manager
       Schwab 100%
       +00% 1 yr$224M
11679. 11679
       Wealth Teams AllianceIrvine, CA · 812 clientsWealth managerHybrid
       Axos 72%Schwab 28%
       +00% 1 yr$224M
11680. 11680
       JHP Wealth Management, LLCCentennial, CO · 124 clientsWealth manager
       Schwab 100%
       +00% 1 yr$224M