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

12041. 12041
       Clarity Wealth Development, LLCCorvallis, OR · 226 clientsWealth manager
       Schwab 100%
       +00% 1 yr$209M
12042. 12042
       Strategic Wealth PlanningRichardson, TX · 196 clientsWealth managerWrap sponsor
       Fidelity 86%
       +00% 1 yr$209M
12043. 12043
       Golden Bell Financial Planning, LLC92 clientsWealth manager
       Schwab 100%
       +00% 1 yr$209M
12044. 12044
       Voyager Management, LLCLos Angeles, CA · 7 clientsAsset manager
       No custodian reported
       +00% 1 yr$209M
12045. 12045
       Phoenix Realty Group, LLCNew York, NY · 15 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$208M
12046. 12046
       GO Wealth ManagementEugene, OR · 519 clientsWealth manager
       Schwab 100%
       +00% 1 yr$208M
12047. 12047
       Financial Life PlannersTempe, AZ · 298 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$208M
12048. 12048
       SFC Financial LLCSunset Hills, MO · 78 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$208M
12049. 12049
       Ucap AmericasMiami, FL · 189 clientsAsset managerHybridUcap Bahamas LTD, Ucap Securities (HK) Limited, clears through Pershing, StoneX
       Stonex Financial 83%
       +00% 1 yr$208M
12050. 12050
       Longview Financial Advisors, Inc.Huntsville, AL · 182 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$208M
12051. 12051
       Wellspring Capital Management LLCNew York, NY · 8 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$208M
12052. 12052
       Open Field Capital LLCNew York, NY · 16 clientsPrivate fund adviser
       SEI 100%
       +00% 1 yr$208M
12053. 12053
       Alere Planning LLC201 clientsWealth managerHybrid
       Schwab 99%
       +00% 1 yr$208M
12054. 12054
       Fulcrum Wealth Advisors, LLCBellevue, WA · 143 clientsWealth manager
       Schwab 100%
       +00% 1 yr$208M
12055. 12055
       DWPGrosse Pointe Farms, MI · 136 clientsWealth manager
       Schwab 73%Comerica Bank 27%
       +00% 1 yr$208M
12056. 12056
       Guardsman Private Capital Management, Inc.Sarasota, FL · 37 clientsAsset manager
       Schwab 100%
       +00% 1 yr$208M
12057. 12057
       Seagull Lane Asset Management LLCHuntington Beach, CA · 350 clientsWealth managerHybrid
       Axos 100%
       +00% 1 yr$208M
12058. 12058
       Lynwood Price Capital Management LPAustin, TX · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$208M
12059. 12059
       Fairscale Capital, LLCNashua, NH · 179 clientsWealth manager
       Schwab 100%
       +00% 1 yr$208M
12060. 12060
       Capstar Financial Services LLCAustin, TX · 380 clientsWealth managerWrap sponsor
       Fidelity 100%
       +00% 1 yr$208M
12061. 12061
       Orographic Financial Advisors111 clientsWealth manager
       Schwab 100%
       +00% 1 yr$208M
12062. 12062
       Gates Pass Advisors, LLCLos Altos, CA · 69 clientsWealth manager
       SEI 92%
       +00% 1 yr$208M
12063. 12063
       Garlikov Advisors IncColumbus, OH · 182 clientsWealth managerHybrid
       No custodian reported
       +00% 1 yr$208M
12064. 12064
       Terraform Wealth, LLCHouston, TX · 10 clientsWealth manager
       Schwab 56%J.P. Morgan 22%Morgan Stanley 22%
       +00% 1 yr$208M
12065. 12065
       Smith & WyattCollege Station, TX · 724 clientsWealth manager
       Schwab 62%Capital Client Group 38%
       +00% 1 yr$207M
12066. 12066
       Prairieview Wealth & Tax AdvisorsFrankfort, IL · 288 clientsWealth manager
       Schwab 100%
       +00% 1 yr$207M
12067. 12067
       White Knight Strategic Wealth Advisors, LLCLawrenceville, NJ · 196 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$207M
12068. 12068
       Lesa Sroufe & Company, Inc.Seattle, WA · 238 clientsWealth manager
       No custodian reported
       +00% 1 yr$207M
12069. 12069
       Bluestone® Financial Advisors, LLCBethesda, MD · 50 clientsWealth manager
       Schwab 100%
       +00% 1 yr$207M
12070. 12070
       Counterweight Private WealthWilmington, NC · 87 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$207M
12071. 12071
       1819 PartnersMemphis, TN · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$207M
12072. 12072
       FFO Investments LLCTampa, FL · 160 clientsWealth manager
       No custodian reported
       +00% 1 yr$207M
12073. 12073
       Purtill Financial LLCHighland Heights, OH · 163 clientsWealth manager
       Schwab 100%
       +00% 1 yr$207M
12074. 12074
       Lake Hills Wealth Management, LLCAustin, TX · 229 clientsWealth manager
       Schwab 100%
       +00% 1 yr$207M
12075. 12075
       Zermatt Wealth AdvisorsSan Diego, CA · 263 clientsWealth manager
       Schwab 100%
       +00% 1 yr$207M
12076. 12076
       Burnham Sterling Asset Management LLCCos Cob, CT · 1 clientsPrivate fund adviserHybridBabcock & Brown Securities LLC
       No custodian reported
       +00% 1 yr$207M
12077. 12077
       Alliance Investment Management, LLCJenison, MI · 170 clientsWealth manager
       Schwab 100%
       +00% 1 yr$207M
12078. 12078
       Kate Capital LLCWestport, CT · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$207M
12079. 12079
       Investx Asset Management LLCNew York, NY · 17 clientsPrivate fund adviserHybridInvestx Financial (canada) LTD., Investx Markets LLC
       No custodian reported
       +00% 1 yr$207M
12080. 12080
       Flying Point Financial, Inc.North Andover, MA · 191 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$207M