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

13841. 13841
       Gullane Capital, LLCJacksonville, FL · 13 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$145M
13842. 13842
       Capital Management Services, Inc.Manchester, MO · 242 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$145M
13843. 13843
       Blue FinancialCharlotte, NC · 324 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$145M
13844. 13844
       Stapp Wealth Management, PLLCOlympia, WA · 215 clientsWealth manager
       Schwab 100%
       +00% 1 yr$145M
13845. 13845
       Daniel Krug & AssociatesClarkston, MI · 192 clientsWealth manager
       Fidelity Distributors Company 100%
       +00% 1 yr$145M
13846. 13846
       GCI Financial GroupMendham, NJ · 140 clientsWealth manager
       Schwab 100%
       +00% 1 yr$145M
13847. 13847
       Concord Atlantic, Inc.50 clientsWealth manager
       No custodian reported
       +00% 1 yr$145M
13848. 13848
       BFI Wealth Solutions, LLCDallas, TX · 230 clientsWealth managerWrap sponsor
       LPL Financial 100%
       +00% 1 yr$145M
13849. 13849
       Winnacle Wealth, LLCWaco, TX · 385 clientsWealth manager
       Altruist 100%
       +00% 1 yr$145M
13850. 13850
       Sierra Financial Advisory173 clientsWealth manager
       No custodian reported
       +00% 1 yr$145M
13851. 13851
       Twin Cities Retirement GroupPlymouth, MN · 84 clientsWealth manager
       Schwab 100%
       +00% 1 yr$145M
13852. 13852
       RHO AccelerationNew York, NY · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$145M
13853. 13853
       Davis, Davis and Conover Wealth Management, LLCNashville, TN · 186 clientsWealth managerWrap sponsor
       Raymond James 100%
       +00% 1 yr$145M
13854. 13854
       Collaborative Fund AdvisorsReno, NV · 3 clientsAsset manager
       No custodian reported
       +00% 1 yr$145M
13855. 13855
       Vision Capital & Management59 clientsWealth manager
       Schwab 81%
       +00% 1 yr$145M
13856. 13856
       Betro Mileszko & CompanyFoxboro, MA · 118 clientsWealth manager
       Schwab 100%
       +00% 1 yr$145M
13857. 13857
       Wulff, Hansen & Co.San Rafael, CA · 141 clientsBroker-dealer firmHybrid
       Schwab 100%
       +00% 1 yr$145M
13858. 13858
       Bluestone Investment Manager, LLCMcLean, VA · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$145M
13859. 13859
       Monetta Financial Services IncWheaton, IL · 2 clientsAsset manager
       No custodian reported
       +00% 1 yr$145M
13860. 13860
       Landon Capital Partners, LLCBoston, MA · 14 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$145M
13861. 13861
       Trailwise Financial Partners, LLCGolden, CO · 203 clientsWealth manager
       LPL Financial 100%
       +00% 1 yr$145M
13862. 13862
       BTS Asset Management, Inc.Lincoln, MA · 448 clientsWealth managerHybridBTS Securities Corporation
       Axos 100%
       +00% 1 yr$145M
13863. 13863
       CSL Capital Management, L.P.Houston, TX · 7 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$145M
13864. 13864
       Wagner PlanningLake Oswego, OR · 203 clientsWealth managerHybrid
       Pershing 100%
       +00% 1 yr$145M
13865. 13865
       Knox Avenue Financial Corp.St. Paul, MN · 227 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$145M
13866. 13866
       EAN Equity Financial Services LLC64 clientsWealth manager
       Schwab 100%
       +00% 1 yr$145M
13867. 13867
       Egsi Investment ManagementDublin, OH · 278 clientsWealth manager
       Schwab 100%
       +00% 1 yr$145M
13868. 13868
       Davis Financial Management, Inc.Overland Park, KS · 78 clientsWealth manager
       Schwab 90%
       +00% 1 yr$145M
13869. 13869
       Sterling Financial Advisors, LLC143 clientsWealth managerWrap sponsor
       Raymond James 100%
       +00% 1 yr$145M
13870. 13870
       Scenic Management LLCSan Francisco, CA · 6 clientsBroker-dealer firmAffiliated broker-dealerBattery East Group, LLC
       No custodian reported
       +00% 1 yr$145M
13871. 13871
       Columbus Street Wealth Management, LLCDublin, OH · 82 clientsWealth manager
       Schwab 99%
       +00% 1 yr$145M
13872. 13872
       A.G.P. Asset Management LLCNew York, NY · 2 clientsPrivate fund adviserHybridA.G.P. / Alliance Global Partners, LLC
       No custodian reported
       +00% 1 yr$144M
13873. 13873
       MWM Wealth Advisory, LLCPlymouth, MN · 204 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$144M
13874. 13874
       Certified Financial Strategies CorporationDallas, TX · 155 clientsWealth manager
       Schwab 100%
       +00% 1 yr$144M
13875. 13875
       Renaissance Capital LLCStamford, CT · 84 clientsAsset manager
       No custodian reported
       +00% 1 yr$144M
13876. 13876
       Glover Park Wealth Management, LLCArlington, VA · 190 clientsWealth manager
       Schwab 60%ADP Broker-Dealer 40%
       +00% 1 yr$144M
13877. 13877
       Blue Anchor Wealth Advisors, LLCKetchikan, AK · 300 clientsWealth manager
       Schwab 100%
       +00% 1 yr$144M
13878. 13878
       Asset Management Consulting Services, Inc.Livingston, NJ · 11 clientsPrivate fund adviserHybrid
       No custodian reported
       +00% 1 yr$144M
13879. 13879
       Totem Point Management, LLCNew York, NY · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$144M
13880. 13880
       Burgess Investment Management and Research Inc.Toronto, Ontario, Canada · 98 clientsWealth manager
       Fidelity Clearing Canada ULC 83%
       +00% 1 yr$144M