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

12641. 12641
       Schwarz Investment PartnersSilver Lake, KS · 717 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$185M
12642. 12642
       Brindle & Bay Financial Advisors, LLCFrisco, TX · 184 clientsWealth manager
       Altruist 100%
       +00% 1 yr$185M
12643. 12643
       PCB Capital LLCEast Brunswick, NJ · 358 clientsWealth manager
       Schwab 100%
       +00% 1 yr$185M
12644. 12644
       Torrey-Payne Wealth ManagementPasadena, CA · 237 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$185M
12645. 12645
       Logic Wealth Management, LLCPasadena, CA · 220 clientsWealth manager
       No custodian reported
       +00% 1 yr$185M
12646. 12646
       Vision One Management Partners, LPMiami, FL · 5 clientsPrivate fund adviser
       Northern Trust 100%
       +00% 1 yr$185M
12647. 12647
       Statera Wealth ManagementSt. George, UT · 230 clientsWealth manager
       Schwab 100%
       +00% 1 yr$185M
12648. 12648
       Greenway Wealth Advisors, LLCCharlotte, NC · 180 clientsWealth manager
       Schwab 100%
       +00% 1 yr$185M
12649. 12649
       Wynnefield Capital, Inc.New York, NY · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$185M
12650. 12650
       Storgate, LLC6 clientsAsset manager
       Fidelity 100%
       +00% 1 yr$184M
12651. 12651
       Avail Investment Partners, LLCLemont, PA · 144 clientsWealth manager
       Fidelity 89%
       +00% 1 yr$184M
12652. 12652
       Selkirk Wealth Advisors, LLCSpokane, WA · 164 clientsWealth manager
       Schwab 100%
       +00% 1 yr$184M
12653. 12653
       Red Mountain Financial, LLC151 clientsWealth manager
       Schwab 100%
       +00% 1 yr$184M
12654. 12654
       Rivertree Advisors, LLCWinter Park, FL · 103 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$184M
12655. 12655
       Cleanhill PartnersNew York, NY · 8 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$184M
12656. 12656
       Cypress Point Capital Management, LLC8 clientsAsset manager
       Citi 100%
       +00% 1 yr$184M
12657. 12657
       The Worley Banks Group, LLCCreve Coeur, MO · 749 clientsWealth manager
       Schwab 100%
       +00% 1 yr$184M
12658. 12658
       Equity Armor InvestmentsChicago, IL · 92 clientsAsset manager
       Schwab 81%
       +00% 1 yr$184M
12659. 12659
       Madrid Retirement AdvisorsManhattan Beach, CA · 244 clientsWealth managerHybrid
       LPL Financial 100%
       +00% 1 yr$184M
12660. 12660
       Fifth ERA Partners LP31 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$184M
12661. 12661
       Global Wealth Management, L.C.Deerfield Beach, FL · 34 clientsWealth manager
       Bank Vontobel AG 53%Interactive Brokers 31%
       +00% 1 yr$184M
12662. 12662
       Longevity Capital ManagementThousand Oaks, CA · 187 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$184M
12663. 12663
       Cooper Financial Services, Inc.Shelton, CT · 1,335 clientsWealth managerHybridCFS Securities, Inc.
       Fidelity 100%
       +00% 1 yr$184M
12664. 12664
       Atlas Investment AdvisorsAlpharetta, GA · 116 clientsWealth manager
       Schwab 100%
       +00% 1 yr$184M
12665. 12665
       Authentikos Wealth Advisory LLCNew Braunfels, TX · 432 clientsWealth managerWrap sponsor
       Fidelity 52%Schwab 48%
       +00% 1 yr$184M
12666. 12666
       Octagon Finance LLCCharlottesville, VA · 9 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$184M
12667. 12667
       GLL InvestorsChicago, IL · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$184M
12668. 12668
       Nverses Capital, LLCWellington, FL · 1 clientsPrivate fund adviserHybrid
       No custodian reported
       +00% 1 yr$184M
12669. 12669
       High Pines Wealth Management LLCDuxbury, MA · 163 clientsWealth manager
       Fidelity 64%Schwab 36%
       +00% 1 yr$184M
12670. 12670
       Alpenglobal Capital, LLC141 clientsWealth manager
       RBC 99%
       +00% 1 yr$184M
12671. 12671
       Kittyhawk Ventures, LLCLos Angeles, CA · 27 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$184M
12672. 12672
       Tryperion Manager LLCBeverly Hills, CA · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$184M
12673. 12673
       MytimeequityPlano, TX · 512 clientsWealth manager
       Schwab 60%Interactive Brokers 37%
       +00% 1 yr$184M
12674. 12674
       Bullseye Asset Management LLCDenver, CO · 1 clientsAsset manager
       Northern Trust 100%
       +00% 1 yr$184M
12675. 12675
       Claymore Capital PartnersCincinnati, OH · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$184M
12676. 12676
       Shotwell Rutter Baer IncLansing, MI · 282 clientsWealth manager
       Schwab 100%
       +00% 1 yr$184M
12677. 12677
       Brazos Wealth Advisors LLCFort Worth, TX · 155 clientsWealth manager
       Schwab 100%
       +00% 1 yr$184M
12678. 12678
       Vincimus Capital, LLCMalibu, CA · 61 clientsWealth manager
       No custodian reported
       +00% 1 yr$184M
12679. 12679
       Eagle Point Defensive Income Management LLCGreenwich, CT · 1 clientsAsset managerHybridEagle Point Securities LLC, SPC Capital Markets LLC
       No custodian reported
       +00% 1 yr$184M
12680. 12680
       Barden Capital Management, Inc.202 clientsWealth manager
       Schwab 100%
       +00% 1 yr$184M