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

13681. 13681
       Secondmarket Financial, LLCNew York, NY · 25 clientsPrivate fund adviserHybridNPM Securities, LLC, Nasdaq Capital Markets Advisory LLC
       No custodian reported
       +00% 1 yr$150M
13682. 13682
       Intentional Retirement, LLCOmaha, NE · 293 clientsWealth manager
       Schwab 100%
       +00% 1 yr$150M
13683. 13683
       Union Capital CompanyTucson, AZ · 414 clientsBroker-dealer firmHybrid
       RBC 82%
       +00% 1 yr$150M
13684. 13684
       VF Advisors, LLCLouisville, KY · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$150M
13685. 13685
       Lincoln Capital Advisers LLCChicago, IL · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$150M
13686. 13686
       Felis Advantage, LPBoston, MA · 3 clientsAsset manager
       Morgan Stanley 50%Goldman Sachs 50%
       +00% 1 yr$150M
13687. 13687
       37spruce Investment Partners, LLCGreenwich, CT · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$150M
13688. 13688
       Green Capital Private WealthMiami, FL · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$150M
13689. 13689
       Parrish Capital, LLCKennesaw, GA · 238 clientsWealth manager
       Schwab 100%
       +00% 1 yr$150M
13690. 13690
       A Smarter Way TO InvestBrighton, MIAsset manager
       Schwab 100%
       +00% 1 yr$150M
13691. 13691
       AlpacaNew York, NY · 14 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$150M
13692. 13692
       Financial Management Advisors, Inc.Tullahoma, TN · 525 clientsWealth managerHybrid
       No custodian reported
       +00% 1 yr$150M
13693. 13693
       Cavalcade Capital LLCNew York, NYWealth manager
       Goldman Sachs 79%
       +00% 1 yr$150M
13694. 13694
       Clearbrook Investment Solutions LLCNew York, NY · 48 clientsWealth manager
       Schwab 71%Commerce Bank 29%
       +00% 1 yr$150M
13695. 13695
       Schneider Wealth Management37 clientsWealth manager
       Schwab 100%
       +00% 1 yr$150M
13696. 13696
       Financial Strategies, Inc.Brookfield, WI · 199 clientsWealth manager
       Schwab 100%
       +00% 1 yr$150M
13697. 13697
       Konektis CapitalNew York, NY · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$150M
13698. 13698
       Fiduciary Capital Management LLCCheyenne, WY · 74 clientsWealth managerHybrid
       No custodian reported
       +00% 1 yr$150M
13699. 13699
       Onesource Wealth ManagementGranite Bay, CA · 229 clientsWealth manager
       Schwab 75%Interactive Brokers 25%
       +00% 1 yr$150M
13700. 13700
       White & Company Financial Planning, Inc.Sunnyside, WA · 307 clientsWealth manager
       Schwab 100%
       +00% 1 yr$150M
13701. 13701
       Sonas Financial Group, Inc.Kansas City, MO · 105 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$150M
13702. 13702
       Keen Capital, LLC62 clientsWealth manager
       Schwab 100%
       +00% 1 yr$150M
13703. 13703
       Portfolio Design Services, LLCRiver Falls, WI · 256 clientsWealth manager
       Axos 66%Schwab 34%
       +00% 1 yr$150M
13704. 13704
       Evident FinancialErie, PA · 90 clientsWealth manager
       Schwab 100%
       +00% 1 yr$150M
13705. 13705
       Polaris Financial Planning, LLC.129 clientsWealth manager
       Schwab 100%
       +00% 1 yr$150M
13706. 13706
       Second Summit Wealth Management, LLC38 clientsWealth manager
       Schwab 89%
       +00% 1 yr$150M
13707. 13707
       CMG Financial Consulting118 clientsWealth manager
       Schwab 100%
       +00% 1 yr$150M
13708. 13708
       Clarity Financial Advisors LLCSt. Petersburg, FL · 992 clientsWealth manager
       Altruist 100%
       +00% 1 yr$150M
13709. 13709
       Oakmont Advisory Group, LLCAlbuquerque, NM · 476 clientsWealth manager
       Altruist 100%
       +00% 1 yr$150M
13710. 13710
       Purewater Capital, LLCFort Worth, TX · 237 clientsWealth manager
       Schwab 100%
       +00% 1 yr$149M
13711. 13711
       Monson Wealth Management, Inc.Kennewick, WA · 364 clientsWealth manager
       Axos 100%
       +00% 1 yr$149M
13712. 13712
       Fund Advisors of America IncOrlando, FL · 585 clientsWealth manager
       Schwab 100%
       +00% 1 yr$149M
13713. 13713
       Cardenas Asset Management, LLC185 clientsWealth manager
       Schwab 0%
       +00% 1 yr$149M
13714. 13714
       Bellingham CapitalBellingham, WA · 252 clientsWealth manager
       Schwab 100%
       +00% 1 yr$149M
13715. 13715
       Chamonix Partners Capital Management LLCNew York, NY · 1 clientsPrivate fund adviserHybridNatixis Distribution, LLC, Natixis S.A.
       No custodian reported
       +00% 1 yr$149M
13716. 13716
       Sidoxia Capital Management, LLCNewport Beach, CA · 108 clientsWealth manager
       Schwab 100%
       +00% 1 yr$149M
13717. 13717
       Harborfront Financial GroupLudington, MI · 604 clientsWealth managerHybrid
       LPL Financial 100%
       +00% 1 yr$149M
13718. 13718
       Brookline Wealth, LLCAustin, TX · 32 clientsWealth manager
       Schwab 100%
       +00% 1 yr$149M
13719. 13719
       VIS Advisors, LPNew York, NY · 4 clientsPrivate fund adviser
       UBS 100%
       +00% 1 yr$149M
13720. 13720
       Sanders & Scott, ChfcWatkinsville, GA · 410 clientsWealth manager
       Schwab 100%
       +00% 1 yr$149M