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

12921. 12921
       Newport Global Advisors L.P.The Woodlands, TX · 6 clientsPrivate fund adviser
       BNY 100%
       +00% 1 yr$175M
12922. 12922
       Meliora CapitalTulsa, OK · 103 clientsWealth manager
       Schwab 100%
       +00% 1 yr$175M
12923. 12923
       Sageoak Financial, LLCTulsa, OK · 263 clientsWealth manager
       Schwab 100%
       +00% 1 yr$175M
12924. 12924
       Guardian Wealth ManagementSalt Lake City, UT · 131 clientsWealth manager
       Schwab 53%Wells Fargo 47%
       +00% 1 yr$175M
12925. 12925
       Arrow Capital Management, LLCNew York, NY · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$175M
12926. 12926
       Teca Partners, LPAustin, TX · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$175M
12927. 12927
       Providence Legacy Advisors LLC5 clientsAsset manager
       No custodian reported
       +00% 1 yr$175M
12928. 12928
       HMC Capital USNew York, NY · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$175M
12929. 12929
       Wall Street Investment Management, LLCAsset manager
       J.P. Morgan 39%Interactive Brokers 34%
       +00% 1 yr$175M
12930. 12930
       Capstone Investment Financial Group, LLCWebster, NY · 392 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$175M
12931. 12931
       Stewardship Concepts Financial Services LLCSpokane, WA · 247 clientsWealth manager
       Schwab 95%
       +00% 1 yr$175M
12932. 12932
       Two Parks Capital LLCNew York, NY · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$175M
12933. 12933
       Odlum Brown USA Investment Management LimitedVancouver, British Columbia, Canada · 255 clientsWealth managerAffiliated broker-dealerOdlum Brown Limited
       No custodian reported
       +00% 1 yr$175M
12934. 12934
       A.G. Morgan Financial Advisors, LLCMassapequa, NY · 387 clientsWealth manager
       No custodian reported
       +00% 1 yr$175M
12935. 12935
       Sjhl Financial GroupMcPherson, KS · 385 clientsWealth manager
       Schwab 100%
       +00% 1 yr$175M
12936. 12936
       Wedgewood Asset Management, LLCRedondo Beach, CA · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$175M
12937. 12937
       Family Legacy Financial Solutions, LLCCary, NC · 315 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$175M
12938. 12938
       UnlimitedNew York, NY · 2 clientsAsset managerHybrid
       No custodian reported
       +00% 1 yr$174M
12939. 12939
       Port Street Investments, LLCNewport Beach, CA · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$174M
12940. 12940
       Davidov Wealth Group, LLCGarden City, NY · 363 clientsWealth manager
       Schwab 100%
       +00% 1 yr$174M
12941. 12941
       Viaquest Advisors LLCHouston, TX · 292 clientsWealth manager
       Schwab 100%
       +00% 1 yr$174M
12942. 12942
       Echelons Capital, LLCPark City, UT · 36 clientsWealth manager
       Schwab 100%
       +00% 1 yr$174M
12943. 12943
       Maqro Advisors LLCAustin, TX · 51 clientsWealth managerWrap sponsor
       Verabank 60%Digital Trust 30%
       +00% 1 yr$174M
12944. 12944
       QMP Management, LLCDallas, TX · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$174M
12945. 12945
       ATX Financial Planning, LLCAustin, TX · 211 clientsWealth manager
       Schwab 100%
       +00% 1 yr$174M
12946. 12946
       Snow Peak Capital, LLCBroomfield, CO · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$174M
12947. 12947
       Corrales & Co.Miami, FL · 304 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$174M
12948. 12948
       Provident Financial Planning, LLCAddison, TX · 72 clientsWealth manager
       Schwab 100%
       +00% 1 yr$174M
12949. 12949
       Rockhill Advisors LLCVictor, ID · 24 clientsWealth manager
       Schwab 100%
       +00% 1 yr$174M
12950. 12950
       Murphy & Mullick Capital Management CorpSmithtown, NY · 436 clientsWealth managerHybrid
       Schwab 80%
       +00% 1 yr$174M
12951. 12951
       Opal AdvisorsBellevue, WA · 185 clientsWealth manager
       Schwab 100%
       +00% 1 yr$174M
12952. 12952
       JMS Capital Group Wealth Services, LLCSewickley, PA · 419 clientsWealth manager
       Schwab 75%Empower Financial Services 22%
       +00% 1 yr$174M
12953. 12953
       FMA Wealth Management, LLCDuxbury, MA · 144 clientsWealth manager
       Schwab 100%
       +00% 1 yr$174M
12954. 12954
       Hanseatic Management Services IncAlbuquerque, NM · 216 clientsWealth manager
       Interactive Brokers 100%
       +00% 1 yr$174M
12955. 12955
       Athena Wealth Management, LLCReno, NV · 144 clientsWealth managerHybrid
       Fidelity 100%
       +00% 1 yr$174M
12956. 12956
       Chancellor Wealth Management, Inc.Atlanta, GA · 119 clientsWealth manager
       Schwab 100%
       +00% 1 yr$174M
12957. 12957
       Ivanoff Wealth Management Inc.Cypress, CA · 618 clientsWealth manager
       Schwab 100%
       +00% 1 yr$174M
12958. 12958
       Infinity Financial Services AdvisoryOakland, CA · 657 clientsWealth managerHybridInfinity Securities, Inc.
       Schwab 67%RBC 33%
       +00% 1 yr$174M
12959. 12959
       Levatus LLCBoston, MA · 46 clientsWealth manager
       Schwab 100%
       +00% 1 yr$174M
12960. 12960
       CLP Asset Management, LLC6 clientsWealth manager
       Schwab 100%
       +00% 1 yr$174M