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

13161. 13161
       Wingman Growth PartnersGreenwich, CT · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$167M
13162. 13162
       Great Path PlanningGoshen, NY · 66 clientsWealth manager
       Schwab 100%
       +00% 1 yr$167M
13163. 13163
       The Monitor Group, Inc.Martinez, GA · 174 clientsWealth manager
       Schwab 100%
       +00% 1 yr$167M
13164. 13164
       Safe Harbor Wealth Advisors, LLCDublin, OH · 465 clientsWealth manager
       Schwab 100%
       +00% 1 yr$167M
13165. 13165
       Expect Equity LLCPikesville, MD · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$167M
13166. 13166
       Catalyst Wealth Advisors LLCNewport Beach, CA · 31 clientsWealth manager
       Schwab 100%
       +00% 1 yr$167M
13167. 13167
       Armory Capital Management, LLCSyracuse, NY · 95 clientsWealth manager
       Schwab 100%
       +00% 1 yr$167M
13168. 13168
       TRG Investment Advisors, LLCDenver, CO · 241 clientsWealth managerWrap sponsor
       Raymond James 100%
       +00% 1 yr$167M
13169. 13169
       Schlindwein Associates LLCDallas, TX · 122 clientsWealth manager
       No custodian reported
       +00% 1 yr$167M
13170. 13170
       Perissos Private Wealth ManagementBethany, OK · 264 clientsWealth manager
       Schwab 100%
       +00% 1 yr$167M
13171. 13171
       Old Vine Capital52 clientsWealth manager
       Schwab 100%
       +00% 1 yr$167M
13172. 13172
       Boyer Financial Services, Inc.Newport Beach, CA · 226 clientsWealth manager
       Schwab 0%
       +00% 1 yr$167M
13173. 13173
       Greenbelt Investment Advisors, LLCRound Rock, TX · 156 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$167M
13174. 13174
       MAY Capital Management144 clientsWealth manager
       No custodian reported
       +00% 1 yr$167M
13175. 13175
       SAS Financial Advisors, LLC.San Francisco, CA · 162 clientsWealth manager
       Schwab 100%
       +00% 1 yr$167M
13176. 13176
       Cornerstone Financial Management LLCBurlington, MA · 108 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$167M
13177. 13177
       Aldebaran Capital, LLCCarmel, IN · 147 clientsWealth manager
       Schwab 100%
       +00% 1 yr$167M
13178. 13178
       8th Street Investments, LLCAlexandria, VA · 58 clientsWealth manager
       Schwab 100%
       +00% 1 yr$167M
13179. 13179
       P.A.W. Capital Partners, LPGreenwich, CT · 57 clientsPrivate fund adviser
       Wells Fargo 100%
       +00% 1 yr$167M
13180. 13180
       Winthrop Square Capital, L.P.Boston, MA · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$167M
13181. 13181
       Strategic Financial Management, LLC27 clientsWealth manager
       J.P. Morgan 82%
       +00% 1 yr$167M
13182. 13182
       McDonnell Capital ManagementFrankfort, IL · 159 clientsWealth manager
       Schwab 100%
       +00% 1 yr$167M
13183. 13183
       Totem Macro Asset Management LPNew York, NY · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$167M
13184. 13184
       J.P. Capital Management, Inc.Eugene, OR · 43 clientsWealth manager
       Interactive Brokers 62%Schwab 38%
       +00% 1 yr$167M
13185. 13185
       Capital Gains IncorporatedNiles, IL · 9 clientsAsset manager
       Schwab 100%
       +00% 1 yr$167M
13186. 13186
       Bishop Street Capital ManagementHonolulu, HI · 1 clientsAsset managerHybrid
       No custodian reported
       +00% 1 yr$166M
13187. 13187
       Epic FundsHermosa Beach, CA · 9 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$166M
13188. 13188
       Skybound Wealth USAHouston, TX · 339 clientsWealth manager
       No custodian reported
       +00% 1 yr$166M
13189. 13189
       Hunter Street Investment Advisors LLCApex, NC · 352 clientsWealth manager
       No custodian reported
       +00% 1 yr$166M
13190. 13190
       Conway Partners81 clientsWealth manager
       Schwab 100%
       +00% 1 yr$166M
13191. 13191
       TR Capital Management, LLCRockville Centre, NY · 7 clientsPrivate fund adviser
       Wilmington Trust 68%
       +00% 1 yr$166M
13192. 13192
       Great Lakes Wealth, LLCNorthville, MI · 248 clientsWealth managerHybrid
       Raymond James 88%
       +00% 1 yr$166M
13193. 13193
       AFG Fiduciary ServicesHingham, MA · 159 clientsWealth managerWrap sponsorHybrid
       Fidelity 100%
       +00% 1 yr$166M
13194. 13194
       Retirement Resources, LLCAuburn Hills, MI · 391 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$166M
13195. 13195
       Participant CapitalMiami, FL · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$166M
13196. 13196
       Strong Retirement Solutions402 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$166M
13197. 13197
       V29 Capital Management, LLC2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$166M
13198. 13198
       Anchor Health Capital, LLCChattanooga, TN · 9 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$166M
13199. 13199
       W & S Management Services, Inc.Rochester, NY · 487 clientsWealth manager
       Schwab 100%
       +00% 1 yr$166M
13200. 13200
       Stolzer Rothschild Levy LLCBasking Ridge, NJ · 98 clientsWealth manager
       Schwab 100%
       +00% 1 yr$166M