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

13881. 13881
       Bona Fide Wealth55 clientsWealth manager
       Schwab 86%
       +00% 1 yr$144M
13882. 13882
       Paladino WealthMontgomery, TX · 160 clientsWealth manager
       Schwab 100%
       +00% 1 yr$144M
13883. 13883
       Shelter Wealth Strategies, LLCHouston, TX · 38 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$144M
13884. 13884
       Summa Global Advisors, LLCClackamas, OR · 125 clientsWealth manager
       Schwab 66%Fidelity 34%
       +00% 1 yr$144M
13885. 13885
       Van Diest CapitalPolk City, IA · 467 clientsWealth managerHybrid
       Altruist 87%
       +00% 1 yr$144M
13886. 13886
       Private Lane Capital, LLC11 clientsWealth manager
       Schwab 84%
       +00% 1 yr$144M
13887. 13887
       James I. Black & CompanyLakeland, FL · 130 clientsBroker-dealer firmHybrid
       No custodian reported
       +00% 1 yr$144M
13888. 13888
       Tactivest, LLC212 clientsWealth manager
       Schwab 100%
       +00% 1 yr$144M
13889. 13889
       PMG Family Office, LLCPlano, TX · 77 clientsWealth manager
       Schwab 100%
       +00% 1 yr$144M
13890. 13890
       Haven Capital GroupWestlake Village, CA · 118 clientsWealth manager
       Schwab 100%
       +00% 1 yr$144M
13891. 13891
       Rushmont Capital ManagementNew York, NY · 2 clientsAsset manager
       J.P. Morgan 100%
       +00% 1 yr$144M
13892. 13892
       Kestrel Wealth Management, LLCSouth Bend, IN · 85 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$144M
13893. 13893
       Villanova Investment Management Company, LLCWayne, PA · 1 clientsAsset managerHybridPennhaven Brokerage Partners, LLC, clears through Axos Clearing
       BNY 38%State Street 31%
       +00% 1 yr$144M
13894. 13894
       BGV Financial AdvisorsMiami, FL · 77 clientsAsset managerHybridBG Valores, S.A., BGV Securities USA, LLC, clears through Pershing
       BG Valores 100%
       +00% 1 yr$144M
13895. 13895
       Core Wealth AdvisorsIndianapolis, IN · 149 clientsWealth manager
       No custodian reported
       +00% 1 yr$144M
13896. 13896
       Aqua Capital AdvisorsLos Angeles, CA · 44 clientsWealth manager
       Schwab 100%
       +00% 1 yr$144M
13897. 13897
       Chastain Wealth Management57 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$144M
13898. 13898
       Ortelius Capital Partners3 clientsWealth manager
       No custodian reported
       +00% 1 yr$144M
13899. 13899
       Arista Advisory Group, LLCAlbany, NY · 234 clientsWealth manager
       Schwab 100%
       +00% 1 yr$144M
13900. 13900
       Procore Advisors, LLCNewport Beach, CA · 231 clientsWealth manager
       Schwab 100%
       +00% 1 yr$144M
13901. 13901
       FOG City Advisors, LLCAlbany, CA · 114 clientsWealth manager
       Schwab 100%
       +00% 1 yr$144M
13902. 13902
       Star Capital Inc.Edina, MN · 701 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$144M
13903. 13903
       Todo Capital, LLC30 clientsWealth manager
       Banco Santander Intl 52%UBS 48%
       +00% 1 yr$144M
13904. 13904
       MLG Fund Manager LLCBrookfield, WI · 2 clientsPrivate fund adviserHybrid
       No custodian reported
       +00% 1 yr$144M
13905. 13905
       Servant Financial, LTD.42 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$144M
13906. 13906
       White Oak Financial Management, IncAsheville, NC · 350 clientsWealth managerWrap sponsor
       Fidelity 100%
       +00% 1 yr$143M
13907. 13907
       Mayfield Advisors, Inc.Palo Alto, CA · 40 clientsWealth manager
       Schwab 53%Fidelity 47%
       +00% 1 yr$143M
13908. 13908
       GSV Asset Management, LLCDallas, TX · 7 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$143M
13909. 13909
       Lynch Investment Planning, LLCNewtown Square, PA · 140 clientsWealth manager
       Schwab 100%
       +00% 1 yr$143M
13910. 13910
       Four Lion Capital, LPNew York, NY · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$143M
13911. 13911
       Martinsen Wealth ManagementTempe, AZ · 366 clientsWealth managerWrap sponsor
       Fidelity 100%
       +00% 1 yr$143M
13912. 13912
       Cypress CapitalTallahassee, FL · 281 clientsWealth managerWrap sponsorHybrid
       LPL Financial 73%Schwab 27%
       +00% 1 yr$143M
13913. 13913
       Granite State Retirement Planning, Inc.Bedford, NH · 128 clientsWealth managerWrap sponsorHybrid
       Fidelity 100%
       +00% 1 yr$143M
13914. 13914
       Forest CapitalCharlotte, NC · 155 clientsWealth manager
       Schwab 100%
       +00% 1 yr$143M
13915. 13915
       Rivertree WealthLittle Rock, AR · 167 clientsWealth manager
       Schwab 100%
       +00% 1 yr$143M
13916. 13916
       Private Client Group Asset ManagementGladstone, NJ · 109 clientsWealth managerWrap sponsorHybrid
       Pershing 100%
       +00% 1 yr$143M
13917. 13917
       S. R. Schill & Associates, Inc.Mercer Island, WA · 195 clientsWealth manager
       Schwab 100%
       +00% 1 yr$143M
13918. 13918
       Verus Wealth ManagementDe Pere, WI · 59 clientsWealth manager
       Schwab 100%
       +00% 1 yr$143M
13919. 13919
       Blank Equity Management LLCPort Washington, NY · 170 clientsWealth manager
       Schwab 100%
       +00% 1 yr$143M
13920. 13920
       Gerstemeier Financial Group,llc75 clientsWealth manager
       Schwab 99%
       +00% 1 yr$143M