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

13361. 13361
       Fidelis Financial Planning, LLCSaint Charles, MO · 149 clientsWealth manager
       Schwab 100%
       +00% 1 yr$160M
13362. 13362
       Sequinox Wealth Management, LLCLancaster, PA · 761 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$160M
13363. 13363
       Hazlett Wealth Management LLCKetchum, ID · 60 clientsWealth manager
       No custodian reported
       +00% 1 yr$160M
13364. 13364
       Sequoia Planning & Investments LLC30 clientsWealth manager
       Schwab 100%
       +00% 1 yr$160M
13365. 13365
       Kensington Financial Advisors LLCRoseland, NJ · 91 clientsWealth manager
       Schwab 100%
       +00% 1 yr$160M
13366. 13366
       Steady Returns336 clientsWealth manager
       Schwab 100%
       +00% 1 yr$160M
13367. 13367
       TRM Advisors LPSouthfield, MI · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$160M
13368. 13368
       Blue Water Capital Management, LLCApex, NC · 106 clientsWealth manager
       Schwab 100%
       +00% 1 yr$160M
13369. 13369
       Season Investments, LLCColorado Springs, CO · 76 clientsWealth manager
       Schwab 100%
       +00% 1 yr$160M
13370. 13370
       Read & Powell Financial Services, LLCElko, NV · 530 clientsWealth managerWrap sponsor
       Fidelity 100%
       +00% 1 yr$160M
13371. 13371
       Wiregrass Asset ManagementThomasville, GA · 330 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$160M
13372. 13372
       RAI Wealth ManagementPlacentia, CA · 247 clientsWealth manager
       Schwab 53%SEI 47%
       +00% 1 yr$160M
13373. 13373
       Moulton Wealth Management, IncSpokane Valley, WA · 477 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$160M
13374. 13374
       Zidel Financial Inc.Breckenridge, CO · 135 clientsWealth manager
       Schwab 100%
       +00% 1 yr$160M
13375. 13375
       Retirement Solutions GroupFranklin, TN · 301 clientsWealth manager
       Schwab 100%
       +00% 1 yr$160M
13376. 13376
       Fairway Financial, LLCCasselberry, FL · 121 clientsWealth manager
       Schwab 100%
       +00% 1 yr$160M
13377. 13377
       Green Horizon Partners Capital LLC1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$160M
13378. 13378
       Retirement Advisors, Inc.Mobile, AL · 185 clientsWealth manager
       Schwab 100%
       +00% 1 yr$160M
13379. 13379
       Sycamore Investment Consulting Services, LLCMadison, WI · 42 clientsWealth managerHybridButtonwood Partners, Inc.
       Fidelity 100%
       +00% 1 yr$160M
13380. 13380
       Altura CapitalCoral Gables, FL · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$160M
13381. 13381
       Blue Moon Capital Management LLCBoston, MA · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$160M
13382. 13382
       Capital Financial, LLCOlney, MD · 82 clientsAsset manager
       Assetmark Brokerage 75%
       +00% 1 yr$159M
13383. 13383
       Cornerstone Alternatives410 clientsWealth manager
       Schwab 100%
       +00% 1 yr$159M
13384. 13384
       Adare Asset Management, LLCLancaster, PA · 81 clientsWealth manager
       Fidelity 60%Security National Trust 40%
       +00% 1 yr$159M
13385. 13385
       Fusco Financial Services IncWilton Manors, FL · 133 clientsWealth managerHybrid
       Fidelity 100%
       +00% 1 yr$159M
13386. 13386
       U.S.A. Financial & Tax Services, LLCFarmington, CT · 660 clientsWealth manager
       Schwab 100%
       +00% 1 yr$159M
13387. 13387
       Strada Financial Group LLCBoring, OR · 213 clientsWealth manager
       SEI 100%
       +00% 1 yr$159M
13388. 13388
       Murray Investment Management, LLCHouston, TX · 43 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$159M
13389. 13389
       Modern Dollar Planning, LLCSt. Louis, MO · 153 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$159M
13390. 13390
       Hackett Financial Group, LLCWimberley, TX · 254 clientsWealth manager
       Schwab 100%
       +00% 1 yr$159M
13391. 13391
       HDA Wealth Management, LLCPoland, OH · 543 clientsWealth managerHybrid
       Schwab 99%
       +00% 1 yr$159M
13392. 13392
       Sankala Group LLC107 clientsWealth manager
       Schwab 100%
       +00% 1 yr$159M
13393. 13393
       SKA Financial Services,inc.Fairview Park, OH · 229 clientsWealth managerHybridSKA Securities, Inc.
       Schwab 100%
       +00% 1 yr$159M
13394. 13394
       Strivus Wealth Partners LLCJacksonville Beach, FL · 173 clientsWealth manager
       Schwab 100%
       +00% 1 yr$159M
13395. 13395
       R.S. Petrell & Associates, LLC D/b/a Strategic Wealth AdvisorsDewitt, NY · 291 clientsWealth managerHybrid
       No custodian reported
       +00% 1 yr$159M
13396. 13396
       Retirement Income Strategies, LLCEvansville, WI · 339 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$159M
13397. 13397
       Graystreet PartnersSan Antonio, TX · 59 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$159M
13398. 13398
       Todd Wealth Management LLCVenice, FL · 362 clientsWealth manager
       Schwab 100%
       +00% 1 yr$159M
13399. 13399
       Plus Group Wealth Advisors, LLCBelgium, WI · 516 clientsWealth manager
       Schwab 100%
       +00% 1 yr$159M
13400. 13400
       Phoenician Capital LLCNew York, NY · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$159M