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

14521. 14521
       Cultivate Wealth PartnersBroomfield, CO · 85 clientsWealth manager
       SEI 100%
       +00% 1 yr$125M
14522. 14522
       Demers Financial PlanningColumbus, OH · 38 clientsWealth manager
       Schwab 100%
       +00% 1 yr$125M
14523. 14523
       Downtown Investment AdvisoryWhite Plains, NY · 59 clientsWealth manager
       Schwab 87%
       +00% 1 yr$125M
14524. 14524
       The Gardner GroupDallas, TX · 134 clientsWealth manager
       Fidelity 81%
       +00% 1 yr$125M
14525. 14525
       WMS Group LLC252 clientsWealth manager
       Schwab 100%
       +00% 1 yr$125M
14526. 14526
       Bastion Fiduciary242 clientsWealth manager
       Goldman Sachs 53%Schwab 47%
       +00% 1 yr$125M
14527. 14527
       Konza Global Wealth GroupOverland Park, KS · 112 clientsWealth manager
       Schwab 86%
       +00% 1 yr$125M
14528. 14528
       Seedsafe Financial LLC86 clientsWealth manager
       Schwab 100%
       +00% 1 yr$125M
14529. 14529
       Blue Curve Advisory, LLCTowson, MD · 291 clientsWealth manager
       Schwab 100%
       +00% 1 yr$125M
14530. 14530
       Southpaw Asset Management, LP3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$125M
14531. 14531
       Cantlon Financial Planning LLC99 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$125M
14532. 14532
       44 North Capital, LLCBurlington, VT · 438 clientsWealth managerWrap sponsor
       Fidelity 100%
       +00% 1 yr$125M
14533. 14533
       MAR Wealth Management Services, LLCWest Palm Beach, FL · 53 clientsWealth manager
       Schwab 100%
       +00% 1 yr$125M
14534. 14534
       Centrus Financial StrategiesOrlando, FL · 190 clientsWealth manager
       Principal Securities 99%
       +00% 1 yr$125M
14535. 14535
       Abbondandolo Wealth Management CorpGlen Cove, NY · 244 clientsWealth manager
       SEI 100%
       +00% 1 yr$125M
14536. 14536
       IICBloomfield Hills, MI · 45 clientsAsset managerHybrid
       Empower Financial Services 100%
       +00% 1 yr$125M
14537. 14537
       Strongtower Wealth Management, PLCHot Springs, AR · 380 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$125M
14538. 14538
       East Beach Asset Management, LLCLos Angeles, CAAsset manager
       No custodian reported
       +00% 1 yr$125M
14539. 14539
       Paradoxiom CapitalStamford, CT · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$125M
14540. 14540
       Doxara Capital LPJacksonville, FL · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$125M
14541. 14541
       Tidehaven Wealth, LLCMount Pleasant, SC · 163 clientsWealth manager
       Schwab 100%
       +00% 1 yr$125M
14542. 14542
       Johnston Investment Counsel, LTD.Peoria, IL · 90 clientsWealth manager
       Schwab 100%
       +00% 1 yr$125M
14543. 14543
       Masterpiece Capital, LLCAustin, TX · 25 clientsWealth manager
       SEI 100%
       +00% 1 yr$125M
14544. 14544
       Sawyer Capital Management46 clientsWealth manager
       Schwab 100%
       +00% 1 yr$125M
14545. 14545
       Wolf Financial Advisors LLCPekin, IL · 99 clientsWealth manager
       Schwab 94%
       +00% 1 yr$125M
14546. 14546
       Landmark Investment Partners, L.P.West Palm Beach, FL · 2 clientsAsset manager
       Morgan Stanley 100%
       +00% 1 yr$125M
14547. 14547
       Benson Wealth Management, Inc.308 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$125M
14548. 14548
       Dakota Investments, LLCBryn Mawr, PA · 1 clientsAsset managerHybrid
       No custodian reported
       +00% 1 yr$125M
14549. 14549
       Harborview Asset Management LLCGig Harbor, WA · 15 clientsWealth manager
       Schwab 100%
       +00% 1 yr$125M
14550. 14550
       Axiom Wealth Strategies, LLCBend, OR · 283 clientsWealth manager
       LPL Financial 100%
       +00% 1 yr$125M
14551. 14551
       NGP Financial Planning, LLC75 clientsWealth manager
       Schwab 100%
       +00% 1 yr$125M
14552. 14552
       UMB Private Wealth Management, LLCOverland Park, KS · 46 clientsPrivate fund adviserAffiliated broker-dealerUMB Financial Services, Inc.
       No custodian reported
       +00% 1 yr$125M
14553. 14553
       US Infravest Managers LP2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$125M
14554. 14554
       Haykin, Michael60 clientsWealth manager
       Schwab 100%
       +00% 1 yr$125M
14555. 14555
       Capital Advisor NetworkLafayette, IN · 904 clientsWealth manager
       Schwab 100%
       +00% 1 yr$124M
14556. 14556
       CB Capital LLCNorth Smithfield, RI · 61 clientsWealth manager
       Schwab 100%
       +00% 1 yr$124M
14557. 14557
       Fortis Private Wealth Advisors, LLCMiami, FL · 9 clientsWealth manager
       Pershing 100%
       +00% 1 yr$124M
14558. 14558
       Vorpahl Wing Advisors, Inc.Spokane, WA · 557 clientsWealth managerHybrid
       No custodian reported
       +00% 1 yr$124M
14559. 14559
       Streamsong Advisors, LLCGrand Rapids, MI · 268 clientsWealth manager
       Schwab 100%
       +00% 1 yr$124M
14560. 14560
       Sila Financial, LLC100 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$124M