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

14641. 14641
       Apex Wealth Advisors LLC223 clientsWealth managerHybrid
       Fidelity 99%
       +00% 1 yr$122M
14642. 14642
       Condon Wealth Management, Inc.Plymouth, MA · 228 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$122M
14643. 14643
       United Value Capital, LLC8 clientsWealth manager
       Interactive Brokers 57%U.S. Bank 43%
       +00% 1 yr$122M
14644. 14644
       Evans Wealth ManagementGallipolis, OH · 665 clientsWealth manager
       No custodian reported
       +00% 1 yr$122M
14645. 14645
       Laureate Wealth Management, LLCGlen Ellyn, IL · 39 clientsWealth manager
       Schwab 81%
       +00% 1 yr$122M
14646. 14646
       CJC Wealth Management81 clientsWealth manager
       Schwab 100%
       +00% 1 yr$122M
14647. 14647
       KW Wealth Management LLC80 clientsWealth managerHybrid
       Interactive Brokers 100%
       +00% 1 yr$122M
14648. 14648
       First Look Capital Management, LLC98 clientsWealth manager
       Schwab 100%
       +00% 1 yr$122M
14649. 14649
       Portfolio Resources Advisor Group, Inc.Coral Gables, FL · 349 clientsWealth managerWrap sponsorHybridPortfolio Resources Group, Inc., clears through Pershing
       Pershing 83%
       +00% 1 yr$122M
14650. 14650
       Tolley Financial Group, LLCRaleigh, NC · 192 clientsWealth manager
       Schwab 94%
       +00% 1 yr$122M
14651. 14651
       Cambrian Asset Management, Inc.Mill Valley, CA · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$122M
14652. 14652
       AscentrisDenver, CO · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$122M
14653. 14653
       Lifelong Wealth Management Group, LLCLake Oswego, OR · 187 clientsWealth manager
       Schwab 97%
       +00% 1 yr$122M
14654. 14654
       Traver Financial Consulting Network PALakewood Ranch, FL · 54 clientsWealth manager
       Schwab 100%
       +00% 1 yr$122M
14655. 14655
       Commencement Financial Planning LLC46 clientsWealth manager
       Schwab 100%
       +00% 1 yr$122M
14656. 14656
       Cypress Capital Management, LLCSheridan, WY · 196 clientsWealth manager
       Schwab 99%
       +00% 1 yr$122M
14657. 14657
       Encore Wealth AdvisorsMorris, MN · 464 clientsWealth manager
       Schwab 86%
       +00% 1 yr$122M
14658. 14658
       New Wave Financial Services69 clientsWealth manager
       Altruist 74%
       +00% 1 yr$122M
14659. 14659
       ArbalphaMiami, FLWealth manager
       No custodian reported
       +00% 1 yr$122M
14660. 14660
       Boston Portfolio AdvisersBoston, MA · 145 clientsWealth manager
       Schwab 100%
       +00% 1 yr$122M
14661. 14661
       Blue Haven Capital, LLCGeneva, IL · 206 clientsWealth manager
       Schwab 100%
       +00% 1 yr$122M
14662. 14662
       Twin Rivers Wealth ManagementSacramento, CA · 274 clientsWealth manager
       Schwab 100%
       +00% 1 yr$122M
14663. 14663
       Gira & Gira Investment Advisors LLCHarrisonburg, VA · 185 clientsWealth manager
       Schwab 100%
       +00% 1 yr$121M
14664. 14664
       Regal Advisory Services, Inc.Glenview, IL · 274 clientsWealth managerHybridRegal Securities, Inc., clears through RBC Capital Markets, Hilltop Securities
       RBC 84%
       +00% 1 yr$121M
14665. 14665
       Pathfinder Advisory, Inc.Rockford, IL · 142 clientsWealth manager
       Schwab 100%
       +00% 1 yr$121M
14666. 14666
       Wealth Script AdvisorsSan Francisco, CA · 51 clientsWealth manager
       Schwab 100%
       +00% 1 yr$121M
14667. 14667
       Matrix Planning IncSanta Monica, CA · 17 clientsWealth manager
       Schwab 100%
       +00% 1 yr$121M
14668. 14668
       Connective Portfolio Management, LLCNew York, NY · 14 clientsAsset manager
       Wealth 62%Pershing 38%
       +00% 1 yr$121M
14669. 14669
       Alder Point Capital Management LLCLafayette, CO · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$121M
14670. 14670
       WP Asset ManagementBedminster, NJ · 224 clientsWealth manager
       No custodian reported
       +00% 1 yr$121M
14671. 14671
       Strickland Davis Advisors LLCMarietta, GA · 93 clientsWealth manager
       Schwab 100%
       +00% 1 yr$121M
14672. 14672
       Encompass Advisory Services, LLCKaty, TX · 433 clientsWealth manager
       Schwab 100%
       +00% 1 yr$121M
14673. 14673
       Foresight Wealth AdvisorsSkokie, IL · 7 clientsWealth manager
       Schwab 100%
       +00% 1 yr$121M
14674. 14674
       Life Strategies, Inc.Cardiff, CA · 115 clientsWealth manager
       Schwab 100%
       +00% 1 yr$121M
14675. 14675
       Arrow Wealth AdvisorsLynchburg, VA · 198 clientsWealth manager
       Schwab 100%
       +00% 1 yr$121M
14676. 14676
       Genesis Advisors, LLCFishers, IN · 132 clientsWealth manager
       Schwab 100%
       +00% 1 yr$121M
14677. 14677
       Allen Financial ManagementOxford, MI · 288 clientsWealth managerHybrid
       Fidelity Distributors Company 100%
       +00% 1 yr$121M
14678. 14678
       ROC Partners (US) LLCNew York, NY · 7 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$121M
14679. 14679
       Gudorf Financial Group, LLCDayton, OH · 103 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$121M
14680. 14680
       Greensview Wealth ManagementFranklin, TN · 178 clientsWealth managerHybrid
       No custodian reported
       +00% 1 yr$121M