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

13641. 13641
       Sunrise Financial Services LLCBurien, WA · 271 clientsWealth managerHybrid
       Fidelity Distributors Company 100%
       +00% 1 yr$151M
13642. 13642
       Cote Financial Management134 clientsWealth manager
       No custodian reported
       +00% 1 yr$151M
13643. 13643
       Outbound FinancialBoulder, CO · 150 clientsWealth manager
       Schwab 100%
       +00% 1 yr$151M
13644. 13644
       Asset Management Group Investment Corp.Greenwood Village, CO · 18 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$151M
13645. 13645
       Drystone LLC27 clientsWealth manager
       Schwab 100%
       +00% 1 yr$151M
13646. 13646
       Horizons Sustainable Financial Services, Inc.Santa Fe, NM · 310 clientsWealth manager
       Schwab 63%Goldman Sachs 37%
       +00% 1 yr$151M
13647. 13647
       Omicron Advisors, LLCLancaster, PA · 82 clientsWealth manager
       Schwab 100%
       +00% 1 yr$151M
13648. 13648
       Cope ConnellyArlington, VA · 164 clientsWealth managerHybrid
       Schwab 77%Fidelity 23%
       +00% 1 yr$151M
13649. 13649
       Sound Portfolio Advisors, LLCMystic, CT · 139 clientsWealth manager
       Schwab 100%
       +00% 1 yr$151M
13650. 13650
       St. Nicholas Private Asset Management, Inc.Jacksonville, FL · 92 clientsWealth manager
       Schwab 100%
       +00% 1 yr$151M
13651. 13651
       Thrasher & Chambers Wealth Management, LLCBentonville, AR · 400 clientsWealth managerHybridThrasher & Chambers, Inc.
       No custodian reported
       +00% 1 yr$151M
13652. 13652
       Zenith Wealth PartnersPhiladelphia, PA · 325 clientsWealth manager
       Schwab 62%Altruist 38%
       +00% 1 yr$151M
13653. 13653
       Rexford Capital63 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$151M
13654. 13654
       Cascade Financial StrategiesBend, OR · 309 clientsWealth manager
       Schwab 99%
       +00% 1 yr$151M
13655. 13655
       Karani Asset Management LLCNew York, NY · 43 clientsAsset manager
       State Street 57%Fiduciary Trust 30%
       +00% 1 yr$151M
13656. 13656
       Opus Financial Solutions LLCDowners Grove, IL · 137 clientsWealth manager
       Schwab 100%
       +00% 1 yr$151M
13657. 13657
       Carmandalian Financial Group, LLCWestlake Village, CA · 86 clientsWealth manager
       Schwab 100%
       +00% 1 yr$151M
13658. 13658
       Trademark Capital Management Inc.Watkinsville, GA · 339 clientsWealth manager
       Schwab 69%Fidelity 31%
       +00% 1 yr$151M
13659. 13659
       Kuhn Wealth Management Inc.Schaumburg, IL · 276 clientsWealth managerWrap sponsorHybrid
       Schwab 100%
       +00% 1 yr$151M
13660. 13660
       Prosper Private WealthMesa, AZ · 51 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$151M
13661. 13661
       Bridgelight Financial Advisors, IncShelton, CT · 246 clientsWealth manager
       Schwab 100%
       +00% 1 yr$151M
13662. 13662
       Axos Invest, IncLas Vegas, NV · 6,792 clientsWealth managerBank-affiliatedHybridAxos Clearing LLC, Axos Invest LLC, clears through Axos Clearing
       Axos 100%
       +00% 1 yr$151M
13663. 13663
       Veteri Place CorporationParsippany, NJ · 6 clientsPrivate fund adviserHybrid
       No custodian reported
       +00% 1 yr$151M
13664. 13664
       Provision Asset, LLC463 clientsWealth manager
       Schwab 100%
       +00% 1 yr$151M
13665. 13665
       Veritas Wealth Partners, LLC41 clientsWealth manager
       Pershing 100%
       +00% 1 yr$151M
13666. 13666
       Unified Investment ManagementAtlanta, GA · 89 clientsWealth manager
       Fidelity 72%Schwab 28%
       +00% 1 yr$151M
13667. 13667
       Old Bridge Wealth, IncSyosset, NY · 296 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$151M
13668. 13668
       Aureum Wealth Management, LLCNorth Palm Beach, FL · 91 clientsWealth manager
       Schwab 100%
       +00% 1 yr$151M
13669. 13669
       CSP Financial Group LLCScottsdale, AZ · 397 clientsWealth manager
       Schwab 100%
       +00% 1 yr$151M
13670. 13670
       Poulos Advisors, Inc.South Burlington, VT · 121 clientsWealth manager
       Fidelity 66%Schwab 34%
       +00% 1 yr$150M
13671. 13671
       North Woods Wealth ManagementBuffalo, NY · 194 clientsWealth manager
       Schwab 100%
       +00% 1 yr$150M
13672. 13672
       1015 Capital Partners, LLC18 clientsWealth manager
       Schwab 100%
       +00% 1 yr$150M
13673. 13673
       Invidia Capital Management, L.P.New York, NY · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$150M
13674. 13674
       Optima Capital ManagementTempe, AZ · 215 clientsWealth manager
       Schwab 87%
       +00% 1 yr$150M
13675. 13675
       Titletown Wealth Management, LLCGreen Bay, WI · 459 clientsWealth manager
       LPL Financial 91%
       +00% 1 yr$150M
13676. 13676
       Auerbach Investment Services, LLCNarberth, PA · 60 clientsWealth manager
       Interactive Brokers 100%
       +00% 1 yr$150M
13677. 13677
       Atlantis Wealth Advisors LLCMaumee, OH · 338 clientsWealth managerHybrid
       Fidelity 78%
       +00% 1 yr$150M
13678. 13678
       Icom Advisors, LLC423 clientsWealth manager
       Schwab 100%
       +00% 1 yr$150M
13679. 13679
       MZ Capital, LLC71 clientsWealth manager
       No custodian reported
       +00% 1 yr$150M
13680. 13680
       191 Godwin Associates, Inc. D/b/a Godwin Capital ManagementWyckoff, NJ · 319 clientsWealth managerWrap sponsorHybrid
       Fidelity 100%
       +00% 1 yr$150M