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

13921. 13921
       Byrne & Company Wealth Management, LLCOlympia, WA · 137 clientsWealth manager
       Schwab 100%
       +00% 1 yr$143M
13922. 13922
       Featheringill Capital, LLCBirmingham, AL · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$143M
13923. 13923
       Taylor Capital Management212 clientsWealth managerWrap sponsor
       Raymond James 100%
       +00% 1 yr$143M
13924. 13924
       Stone Wealth Partners LLCLafayette, LA · 375 clientsWealth manager
       Schwab 100%
       +00% 1 yr$143M
13925. 13925
       Appian Way FinancialPasadena, CA · 104 clientsWealth manager
       Schwab 100%
       +00% 1 yr$143M
13926. 13926
       Applied Fundamental Research, LLCCambridge, MA · 9 clientsPrivate fund adviser
       BNY 55%Fidelity 32%
       +00% 1 yr$143M
13927. 13927
       Lane Family Wealth ManagementNorth Liberty, IA · 202 clientsWealth manager
       Schwab 100%
       +00% 1 yr$143M
13928. 13928
       Ultra Advisory GroupIrvine, CA · 75 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$143M
13929. 13929
       Brett Josey Wealth Management LLC23 clientsWealth manager
       Schwab 100%
       +00% 1 yr$143M
13930. 13930
       Kopion Asset Management, LLCMcKinney, TX · 14 clientsWealth manager
       Schwab 100%
       +00% 1 yr$143M
13931. 13931
       Personalized Financial Solutions LLCClearwater, FL · 144 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$143M
13932. 13932
       VCP Financial LLCStaten Island, NY · 411 clientsWealth manager
       Schwab 100%
       +00% 1 yr$143M
13933. 13933
       Stephen J. Garry & Associates, LLCGarden City, NY · 300 clientsWealth managerWrap sponsorHybrid
       Schwab 100%
       +00% 1 yr$143M
13934. 13934
       Vista Cima Wealth Management LLC266 clientsWealth manager
       Schwab 100%
       +00% 1 yr$143M
13935. 13935
       Rittmann Capital Management CoMoraga, CA · 44 clientsWealth manager
       Schwab 100%
       +00% 1 yr$142M
13936. 13936
       The Advisors GroupLubbock, TX · 194 clientsWealth manager
       Schwab 100%
       +00% 1 yr$142M
13937. 13937
       Castleton Partners, LLC16 clientsWealth manager
       Fidelity 63%Northern Trust 37%
       +00% 1 yr$142M
13938. 13938
       RJ Patterson GroupSan Diego, CA · 197 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$142M
13939. 13939
       Allstate Financial Advisors, LLCLincoln, NE · 397 clientsWealth managerPublic-company ownedHybridAllstate Financial Services, LLC
       No custodian reported
       +00% 1 yr$142M
13940. 13940
       Northwind Financial LLCBend, OR · 168 clientsWealth manager
       No custodian reported
       +00% 1 yr$142M
13941. 13941
       Crown Management Advisors, LLCAtlanta, GA · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$142M
13942. 13942
       J. L. Perkins Wealth Management, LLCMacon, GA · 339 clientsWealth manager
       Schwab 100%
       +00% 1 yr$142M
13943. 13943
       LTG Capital LLCFramingham, MA · 92 clientsWealth manager
       Fidelity 68%Schwab 32%
       +00% 1 yr$142M
13944. 13944
       Josh Arnold Investment Consultant, LLCEdina, MN · 256 clientsWealth manager
       Tradingblock 100%
       +00% 1 yr$142M
13945. 13945
       Foothills Advisors, LLCCave Creek, AZ · 188 clientsWealth manager
       Schwab 100%
       +00% 1 yr$142M
13946. 13946
       Barnett & Co IncChattanooga, TN · 116 clientsWealth manager
       Schwab 100%
       +00% 1 yr$142M
13947. 13947
       Heydorn Stone Capital Management LLCLarchmont, NY · 117 clientsWealth manager
       Schwab 100%
       +00% 1 yr$142M
13948. 13948
       Fortress Financial Solutions, LLCTucson, AZ · 279 clientsWealth manager
       Schwab 100%
       +00% 1 yr$142M
13949. 13949
       Freedom Asset ManagementSpokane, WA · 420 clientsWealth managerHybrid
       LPL Financial 100%
       +00% 1 yr$142M
13950. 13950
       Syndicated Capital, Inc.Brea, CA · 465 clientsBroker-dealer firmHybrid
       No custodian reported
       +00% 1 yr$142M
13951. 13951
       Abdiel Capital Advisors, LPNew York, NY · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$142M
13952. 13952
       Financial Trust Asset Management CharteredBoca Raton, FL · 208 clientsWealth manager
       Schwab 74%Goldman Sachs 26%
       +00% 1 yr$142M
13953. 13953
       Midwest Financial Network, LLCTinley Park, IL · 218 clientsWealth manager
       Interactive Brokers 100%
       +00% 1 yr$142M
13954. 13954
       Kennondale Capital ManagementRichmond, VAAsset manager
       Schwab 59%U.S. Bancorp Investments 41%
       +00% 1 yr$142M
13955. 13955
       Severin Investments LLCSt. Louis, MO · 235 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$142M
13956. 13956
       Stock Management LLC446 clientsWealth manager
       Fidelity 54%Schwab 46%
       +00% 1 yr$142M
13957. 13957
       Pulliam Family Office, LLCCrested Butte, CO · 37 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$142M
13958. 13958
       Lanier Asset Management, LLCLouisville, KY · 103 clientsWealth manager
       Pershing 57%UMB Financial Services 35%
       +00% 1 yr$142M
13959. 13959
       Pivot Point Advisors, LLCBellaire, TX · 90 clientsWealth manager
       Schwab 100%
       +00% 1 yr$142M
13960. 13960
       October Wealth Advisors, IncFort Smith, AR · 160 clientsWealth manager
       Schwab 100%
       +00% 1 yr$142M