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

13441. 13441
       Trinity Capital Adviser LLCPhoenix, AZ · 2 clientsAsset manager
       No custodian reported
       +00% 1 yr$158M
13442. 13442
       Lightview Capital, LLCWest Palm Beach, FL · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$158M
13443. 13443
       Bison Investment Advisors, LLCThe Woodlands, TX · 165 clientsWealth manager
       Schwab 45%
       +00% 1 yr$158M
13444. 13444
       Copia Wealth ManagementBend, OR · 288 clientsWealth manager
       Schwab 100%
       +00% 1 yr$158M
13445. 13445
       Georgia Wealth Partners, LLCGriffin, GA · 530 clientsWealth manager
       SEI 100%
       +00% 1 yr$157M
13446. 13446
       Applied Capital265 clientsWealth manager
       Schwab 100%
       +00% 1 yr$157M
13447. 13447
       Peck Wealth Management, LLC58 clientsWealth manager
       Schwab 100%
       +00% 1 yr$157M
13448. 13448
       Fremen CapitalStamford, CT · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$157M
13449. 13449
       Merida Capital Holdings LLCRye, NY · 11 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$157M
13450. 13450
       Water Valley Investment Advisors, Inc.Sioux Center, IA · 167 clientsWealth manager
       Schwab 94%
       +00% 1 yr$157M
13451. 13451
       Vested Financial Planning, LLC37 clientsWealth manager
       Schwab 100%
       +00% 1 yr$157M
13452. 13452
       Delphinus Financial Advisors, LLCMansfield, MA · 90 clientsWealth manager
       Schwab 100%
       +00% 1 yr$157M
13453. 13453
       River's EdgeBeaver, PA · 236 clientsWealth managerWrap sponsor
       Fidelity 100%
       +00% 1 yr$157M
13454. 13454
       Crosspoint Financial, LLCTustin, CA · 282 clientsWealth managerHybrid
       Fidelity 100%
       +00% 1 yr$157M
13455. 13455
       Davenport Watts & Drake Investment Advisors, LLCRidgeland, MS · 214 clientsWealth manager
       No custodian reported
       +00% 1 yr$157M
13456. 13456
       Finec Asset ManagementSan Diego, CA · 163 clientsWealth manager
       Pershing 100%
       +00% 1 yr$157M
13457. 13457
       Prism Planning and Solutions GroupWhite Plains, NY · 426 clientsWealth manager
       No custodian reported
       +00% 1 yr$157M
13458. 13458
       Collective Wealth Advisors LLCCoppell, TX · 224 clientsWealth manager
       Schwab 100%
       +00% 1 yr$157M
13459. 13459
       Camden Financial Management, Inc.40 clientsWealth manager
       Schwab 100%
       +00% 1 yr$157M
13460. 13460
       Rooted Planning GroupCorning, NY · 229 clientsWealth manager
       Schwab 100%
       +00% 1 yr$157M
13461. 13461
       Legacy Advisory Services, LLCExton, PA · 123 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$157M
13462. 13462
       Moore WealthFrederick, MD · 204 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$157M
13463. 13463
       Lifestyle Freedom Advisory Group, LLCBradenton, FL · 189 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$157M
13464. 13464
       Belhealth Investment Partners, LLCFort Lauderdale, FL · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$157M
13465. 13465
       Lotusgroup CapitalDenver, CO · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$157M
13466. 13466
       Sima Wealth Partners, LLCRichmond, VA · 115 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$157M
13467. 13467
       SallyportHouston, TX · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$157M
13468. 13468
       Breakwater CapitalKalamazoo, MI · 143 clientsWealth manager
       Fidelity 62%Schwab 25%
       +00% 1 yr$157M
13469. 13469
       Englebert Financial Advisers, LLCAllentown, PA · 297 clientsWealth manager
       Schwab 82%
       +00% 1 yr$157M
13470. 13470
       DWV Advisors, LLCEssex Junction, VT · 15 clientsWealth manager
       State Street 52%Fiduciary Trust 23%
       +00% 1 yr$157M
13471. 13471
       Dale Q. Rice Investment Management121 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$157M
13472. 13472
       Profocus IncorporatedPhoenix, AZ · 152 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$157M
13473. 13473
       Maimon Wealth Management LTD.Ra'anana, Israel · 114 clientsWealth manager
       Interactive Brokers 82%
       +00% 1 yr$157M
13474. 13474
       Settian Capital LPSaint Augustine, FL · 1 clientsAsset manager
       Morgan Stanley 100%
       +00% 1 yr$157M
13475. 13475
       Star Wealth Management CorporationBingham Farms, MI · 117 clientsWealth manager
       Schwab 100%
       +00% 1 yr$156M
13476. 13476
       Covey Capital Advisors, LLCAtlanta, GA · 28 clientsWealth manager
       Schwab 87%
       +00% 1 yr$156M
13477. 13477
       Eltura Capital Management, LLCNew York, NY · 7 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$156M
13478. 13478
       401k GenerationAltamonte Springs,, FL · 158 clientsWealth manager
       Schwab 69%American TCS 31%
       +00% 1 yr$156M
13479. 13479
       Sportsology Capital PartnersNew York, NY · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$156M
13480. 13480
       JK Private Wealth, LLCGlastonbury, CT · 115 clientsWealth manager
       Schwab 100%
       +00% 1 yr$156M