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

14441. 14441
       GPS InvestmentsScottsdale, AZ · 85 clientsWealth managerHybrid
       Fidelity 85%
       +00% 1 yr$128M
14442. 14442
       WillowRogers, AR · 108 clientsWealth manager
       Schwab 100%
       +00% 1 yr$128M
14443. 14443
       Solidarity Capital Management, LLCLehi, UT · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$128M
14444. 14444
       Align Advisor Group, LLCVineland, NJ · 210 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$128M
14445. 14445
       Hidden Hills Wealth13 clientsWealth manager
       Schwab 100%
       +00% 1 yr$128M
14446. 14446
       Tempered Investment Management LTD.North Vancouver, British Columbia, Canada · 8 clientsPrivate fund adviser
       BNY 60%Nbin 40%
       +00% 1 yr$128M
14447. 14447
       Evolution Investment Management LLCAustin, TX · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$128M
14448. 14448
       Longview Wealth Management, LLC44 clientsWealth manager
       No custodian reported
       +00% 1 yr$127M
14449. 14449
       Hatcher Capital Investments, Inc.Little Rock, AR · 319 clientsAsset manager
       Schwab 42%Ascensus Broker Dealer Services 36%Empower Financial Services 22%
       +00% 1 yr$127M
14450. 14450
       YES Wealth ManagementMahtomedi, MN · 100 clientsWealth manager
       Schwab 100%
       +00% 1 yr$127M
14451. 14451
       Divvi Wealth ManagementKansas City, MO · 197 clientsWealth manager
       Schwab 100%
       +00% 1 yr$127M
14452. 14452
       WE Financial GroupSan Francisco, CA · 140 clientsWealth manager
       Schwab 84%
       +00% 1 yr$127M
14453. 14453
       Citigroup Alternative Investments LLCNew York, NY · 13 clientsPrivate fund adviserHybridCitigroup Global Markets Inc.
       Goldman Sachs 100%
       +00% 1 yr$127M
14454. 14454
       Cardinal Retirement Planning, Inc.107 clientsWealth manager
       Schwab 100%
       +00% 1 yr$127M
14455. 14455
       Luminescent Wealth Management, Inc.Scottsdale, AZ · 56 clientsWealth manager
       Schwab 100%
       +00% 1 yr$127M
14456. 14456
       Millenia Financial Partners, LLC52 clientsWealth manager
       Schwab 91%
       +00% 1 yr$127M
14457. 14457
       2 Knights Wealth Management, LLCPepper Pike, OH · 59 clientsWealth manager
       Fidelity 98%
       +00% 1 yr$127M
14458. 14458
       Sabre Asset Management LLCPepper Pike, OH · 147 clientsWealth manager
       Schwab 100%
       +00% 1 yr$127M
14459. 14459
       Fairchild Financial Advisors, Inc.Folsom, CA · 247 clientsWealth managerWrap sponsorHybrid
       Schwab 79%
       +00% 1 yr$127M
14460. 14460
       Moore Financial Advisors, LTD.Belmont, MA · 92 clientsWealth manager
       Fidelity 57%Altruist 43%
       +00% 1 yr$127M
14461. 14461
       Axim Planning & WealthSpringboro, OH · 287 clientsWealth manager
       Schwab 100%
       +00% 1 yr$127M
14462. 14462
       Wright Wealth Strategies, LLCSan Luis Obispo, CA · 202 clientsWealth managerHybrid
       LPL Financial 81%
       +00% 1 yr$127M
14463. 14463
       Synergy Wealth Management, LLCGrand Rapids, MI · 282 clientsWealth manager
       Schwab 93%
       +00% 1 yr$127M
14464. 14464
       Sierra Management GroupReno, NV · 168 clientsWealth manager
       LPL Financial 100%
       +00% 1 yr$127M
14465. 14465
       Strategic Portfolio ManagersNorthfield, IL · 84 clientsWealth manager
       No custodian reported
       +00% 1 yr$127M
14466. 14466
       Double Bay Management & PlanningSan Francisco, CA · 32 clientsWealth manager
       Schwab 84%
       +00% 1 yr$127M
14467. 14467
       Sage Wealth PlanningGeorgetown, TX · 119 clientsWealth manager
       Schwab 100%
       +00% 1 yr$127M
14468. 14468
       Growstrong Wealth StrategiesFort Collins, CO · 227 clientsWealth manager
       Schwab 76%MID Atlantic Clearing & Settlement 24%
       +00% 1 yr$127M
14469. 14469
       Gainspoletti Wealth PlannersCleveland, MS · 250 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$127M
14470. 14470
       Miller Financial Services, Inc.San Juan Capistrano, CA · 200 clientsWealth manager
       Schwab 100%
       +00% 1 yr$127M
14471. 14471
       Kingsford Capital Management, LLCPoint Richmond, CA · 4 clientsAsset manager
       State Street 100%
       +00% 1 yr$127M
14472. 14472
       Ashwood AdvisorsMedfield, MA · 110 clientsWealth managerHybrid
       Fidelity 100%
       +00% 1 yr$127M
14473. 14473
       Duke Funding Management, L.L.C.Old Greenwich, CT · 4 clientsPrivate fund adviserHybridArmstrong Securities LLC
       No custodian reported
       +00% 1 yr$127M
14474. 14474
       Advisor.comCharleston, SC · 426 clientsWealth manager
       Altruist 100%
       +00% 1 yr$127M
14475. 14475
       Bone Fide WealthNew York, NY · 181 clientsWealth manager
       Altruist 100%
       +00% 1 yr$127M
14476. 14476
       Personal Money Planning, LLCWichita Falls, TX · 217 clientsWealth manager
       No custodian reported
       +00% 1 yr$127M
14477. 14477
       Shadowridge Asset Management, LLCAustin, TX · 614 clientsWealth manager
       Axos 76%Fidelity Distributors Company 24%
       +00% 1 yr$127M
14478. 14478
       Carmichael Creel InvestmentsFranklin, TN · 76 clientsWealth manager
       Schwab 100%
       +00% 1 yr$127M
14479. 14479
       Brackenwood Capital Management, LLCBainbridge Island, WA · 86 clientsWealth manager
       Schwab 100%
       +00% 1 yr$127M
14480. 14480
       Artesa Financial GroupConroe, TX · 329 clientsWealth manager
       Schwab 100%
       +00% 1 yr$127M