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

13961. 13961
       Equity Advisors of Kentucky IncLexington, KY · 114 clientsWealth manager
       SEI 100%
       +00% 1 yr$142M
13962. 13962
       Partnership Capital Growth Investors Management, LLCLos Gatos, CA · 13 clientsPrivate fund adviserHybridPartnership Capital Growth, LLC
       No custodian reported
       +00% 1 yr$142M
13963. 13963
       Think Different Financial Planning45 clientsWealth manager
       Schwab 100%
       +00% 1 yr$142M
13964. 13964
       Kelly Park Investment LLC2 clientsPrivate fund adviserHybrid
       No custodian reported
       +00% 1 yr$142M
13965. 13965
       Integrated Financial Consulting, LLCAirmont, NY · 89 clientsWealth manager
       Schwab 100%
       +00% 1 yr$141M
13966. 13966
       Clarity Investments + Planning LLCMount Kisco, NY · 90 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$141M
13967. 13967
       Bourke Wealth ManagementSanta Barbara, CA · 97 clientsWealth manager
       Schwab 100%
       +00% 1 yr$141M
13968. 13968
       Olympus Peaks Financial, LLCSandy, UT · 163 clientsWealth manager
       Axos 100%
       +00% 1 yr$141M
13969. 13969
       MJB Asset Management LLCNew York, NY · 108 clientsWealth manager
       Schwab 100%
       +00% 1 yr$141M
13970. 13970
       St. Clair FinancialRoseville, CA · 93 clientsWealth manager
       Schwab 100%
       +00% 1 yr$141M
13971. 13971
       Derive WealthPasadena, CA · 125 clientsWealth manager
       Schwab 100%
       +00% 1 yr$141M
13972. 13972
       Markle Financial LLCLaramie, WY · 265 clientsWealth manager
       SEI 100%
       +00% 1 yr$141M
13973. 13973
       Fruge' Capital Advisors, LLC (formerly Oxford Investment ADV)Oxford, MS · 71 clientsWealth manager
       Schwab 100%
       +00% 1 yr$141M
13974. 13974
       Storms & Rowdon Financial Services, Inc.Ormond Beach, FL · 228 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$141M
13975. 13975
       Gary L. GreenbergEden Prairie, MN · 67 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$141M
13976. 13976
       Hawthorn Capital Management, LLC12 clientsWealth manager
       Schwab 100%
       +00% 1 yr$141M
13977. 13977
       Littlefield Asset Management, Inc.54 clientsWealth manager
       Schwab 100%
       +00% 1 yr$141M
13978. 13978
       Dougherty Investment AdvisorsSpring Hill, FL · 414 clientsWealth manager
       Schwab 100%
       +00% 1 yr$141M
13979. 13979
       Mercurio Wealth AdvisorsLouisville, KY · 460 clientsWealth managerWrap sponsor
       Fidelity 92%
       +00% 1 yr$141M
13980. 13980
       Marathon Wealth Partners, Inc35 clientsWealth manager
       Schwab 100%
       +00% 1 yr$141M
13981. 13981
       Entrust Investment Services, IncCampbell, CA · 170 clientsWealth manager
       American Funds 60%Assetmark Brokerage 40%
       +00% 1 yr$141M
13982. 13982
       Lifeplan Financial, LLCMankato, MN · 255 clientsWealth manager
       Schwab 100%
       +00% 1 yr$141M
13983. 13983
       Clement Street Capital LLCDowners Grove, IL · 52 clientsWealth manager
       Schwab 100%
       +00% 1 yr$141M
13984. 13984
       Fortune Financial Group, Inc.174 clientsWealth manager
       Schwab 100%
       +00% 1 yr$141M
13985. 13985
       Liberty Asset ManagementAllentown, PA · 331 clientsWealth managerHybrid
       Fidelity 100%
       +00% 1 yr$141M
13986. 13986
       Additive Advisory PBCMemphis, TN · 2 clientsPrivate fund adviser
       Schwab 100%
       +00% 1 yr$141M
13987. 13987
       Stability Partners Advisory Group, LLCSpring, TX · 195 clientsWealth manager
       Schwab 100%
       +00% 1 yr$141M
13988. 13988
       Wolverine Wealth Advisory Services Inc.Bloomfield Hills, MI · 65 clientsWealth manager
       Schwab 100%
       +00% 1 yr$141M
13989. 13989
       Wilmington Trust Investment ManagementWilmington, DE · 74 clientsWealth managerBank-affiliatedAffiliated broker-dealerM&t Securities, Inc., Wilmington Trust Investment Advisors, Inc.
       Fidelity 54%
       +00% 1 yr$141M
13990. 13990
       Immaculate Wealth Management, LLCMesa, AZ · 576 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$141M
13991. 13991
       Mestmaker & Petrey Wealth AdvisorsBakersfield, CA · 363 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$141M
13992. 13992
       Sherman Asset Management, Inc.Ventura, CA · 33 clientsWealth manager
       Schwab 75%BOK Financial Securities 25%
       +00% 1 yr$141M
13993. 13993
       DLK Investment Advisors, LLCMercer Island, WA · 32 clientsWealth manager
       Schwab 100%
       +00% 1 yr$141M
13994. 13994
       Vertis Wealth, LLCChicago, IL · 835 clientsWealth manager
       Schwab 100%
       +00% 1 yr$141M
13995. 13995
       Clear Sky Financial, LPProsper, TX · 126 clientsWealth manager
       Schwab 100%
       +00% 1 yr$141M
13996. 13996
       RSG Investments LLCOverland Park, KS · 564 clientsWealth manager
       Fidelity 98%
       +00% 1 yr$141M
13997. 13997
       Actitrust Wealth Management LLCPlantation, FL · 110 clientsAsset managerHybrid
       Safra Securities 44%
       +00% 1 yr$141M
13998. 13998
       Millington Securities, LLCRed Bank, NJ · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$141M
13999. 13999
       Steele Street Capital LLCPortsmouth, NH · 101 clientsBroker-dealer firm
       LPL Financial 77%Voya Investments Distributor 23%
       +00% 1 yr$140M
14000. 14000
       Plan First Wealth LLC96 clientsWealth manager
       Betterment 57%Novia Global LTD 31%
       +00% 1 yr$140M