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

14761. 14761
       Exceed Advisory LLCNew York, NY · 92 clientsWealth manager
       Schwab 100%
       +00% 1 yr$119M
14762. 14762
       Freedom Value Partners, LLC42 clientsWealth manager
       Schwab 100%
       +00% 1 yr$119M
14763. 14763
       Avantia Investment Services, LLCSeattle, WA · 30 clientsWealth manager
       Schwab 100%
       +00% 1 yr$119M
14764. 14764
       Minko WealthBrooklyn, NY · 152 clientsWealth manager
       Schwab 100%
       +00% 1 yr$119M
14765. 14765
       Carolina Strategy, LLC64 clientsWealth manager
       Schwab 100%
       +00% 1 yr$119M
14766. 14766
       Sullivan Financial, LLCEssex, CT · 131 clientsWealth manager
       Schwab 86%
       +00% 1 yr$119M
14767. 14767
       Washington Financial Group, Inc.Osterville, MA · 213 clientsWealth manager
       No custodian reported
       +00% 1 yr$119M
14768. 14768
       Fama Fiduciary Wealth LLCManchester, MO · 61 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$119M
14769. 14769
       Pelican Advisory LLCCovington, LA · 207 clientsWealth managerHybrid
       LPL Financial 83%
       +00% 1 yr$119M
14770. 14770
       Kailix Advisors LLCAventura, FL · 14 clientsWealth manager
       Schwab 75%Interactive Brokers 25%
       +00% 1 yr$119M
14771. 14771
       Redfish CapitalCypress, TX · 170 clientsWealth manager
       Fidelity 90%
       +00% 1 yr$119M
14772. 14772
       Compass Capital Management, LLCMcAlester, OK · 231 clientsWealth managerWrap sponsorHybrid
       Pershing 100%
       +00% 1 yr$119M
14773. 14773
       Singer Wealth Management135 clientsWealth manager
       Schwab 100%
       +00% 1 yr$119M
14774. 14774
       Baer Investment Advisory LLC80 clientsWealth manager
       Schwab 100%
       +00% 1 yr$119M
14775. 14775
       Form Prosperity Wealth Advisors, LLCChandler, AZ · 326 clientsWealth manager
       Schwab 100%
       +00% 1 yr$119M
14776. 14776
       Ridgegate Advisors, LLCEnglewood, CO · 206 clientsWealth managerHybrid
       Schwab 82%
       +00% 1 yr$119M
14777. 14777
       TCN Private Wealth Management LLC11 clientsWealth managerWrap sponsor
       No custodian reported
       +00% 1 yr$119M
14778. 14778
       Savvy Labs IncNew York, NY · 9 clientsAsset manager
       No custodian reported
       +00% 1 yr$119M
14779. 14779
       Riley S. Crosbie Advisory, LLCLogan, UT · 101 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$119M
14780. 14780
       LD Lowe Wealth AdvisoryRichardson, TX · 264 clientsWealth managerWrap sponsor
       ETC Brokerage Services 100%
       +00% 1 yr$119M
14781. 14781
       Charmarline Wealth ManagementLynchburg, VA · 124 clientsWealth manager
       Schwab 100%
       +00% 1 yr$119M
14782. 14782
       Independence Capital Co., Inc.Parma, OH · 300 clientsBroker-dealer firmHybrid
       Wells Fargo 82%
       +00% 1 yr$119M
14783. 14783
       Bruckmann, Rosser, Sherrill & Co., Management, L.P.New York, NY · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$119M
14784. 14784
       Hartley Advisors Corp.129 clientsWealth manager
       No custodian reported
       +00% 1 yr$119M
14785. 14785
       1 Main Capital Management, LLCAventura, FL · 3 clientsPrivate fund adviser
       Northern Trust 100%
       +00% 1 yr$119M
14786. 14786
       Redeem Wealth ManagementGilbert, AZ · 228 clientsWealth manager
       Betterment 63%Schwab 37%
       +00% 1 yr$119M
14787. 14787
       Northfort Financial, LLC356 clientsWealth manager
       Schwab 100%
       +00% 1 yr$119M
14788. 14788
       Shea Financial Advisors77 clientsWealth manager
       Schwab 100%
       +00% 1 yr$119M
14789. 14789
       Vantage Financial GroupAuburn, CA · 451 clientsWealth manager
       Schwab 100%
       +00% 1 yr$119M
14790. 14790
       Cardinal Advisers LLC46 clientsWealth manager
       Pershing 78%Interactive Brokers 22%
       +00% 1 yr$119M
14791. 14791
       HMS Financial Services, LLCColumbia, SC · 228 clientsWealth manager
       Fidelity Distributors Company 100%
       +00% 1 yr$119M
14792. 14792
       Intelligent Investing97 clientsWealth manager
       Schwab 100%
       +00% 1 yr$119M
14793. 14793
       Noble Wealth PartnersDenver, CO · 134 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$118M
14794. 14794
       Sandhill Wealth Management, Inc.Winter Park, FL · 217 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$118M
14795. 14795
       Jasper Capital Hong Kong LimitedHong Kong, Hong Kong, Hong Kong · 3 clientsAsset manager
       Morgan Stanley 100%
       +00% 1 yr$118M
14796. 14796
       Terrafirma Wealth PartnersWalnut Creek, CA · 94 clientsWealth manager
       Altruist 100%
       +00% 1 yr$118M
14797. 14797
       Smith & Co Advisory LLCSpring Hill, TN · 210 clientsWealth manager
       Fidelity 93%
       +00% 1 yr$118M
14798. 14798
       MCM Advisers, LPOrinda, CA · 10 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$118M
14799. 14799
       Financial DiscoveryAtlanta, GA · 79 clientsWealth manager
       Schwab 100%
       +00% 1 yr$118M
14800. 14800
       Tone Capital, LLCRichmond, VA · 166 clientsWealth manager
       Interactive Brokers 100%
       +00% 1 yr$118M