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

14841. 14841
       BAS Capital20 clientsWealth manager
       Schwab 100%
       +00% 1 yr$117M
14842. 14842
       Crosspoint Capital ManagementOrinda, CA · 254 clientsAsset manager
       Schwab 57%Fidelity 43%
       +00% 1 yr$117M
14843. 14843
       Abraham & Co., Inc.355 clientsWealth managerWrap sponsorHybridAbraham Securities Corporation, clears through Wedbush
       Schwab 0%
       +00% 1 yr$117M
14844. 14844
       Wurz Financial Services, LLCHolland, OH · 491 clientsWealth manager
       Schwab 89%
       +00% 1 yr$117M
14845. 14845
       Humilis Investment Strategies, LLC1 clientsAsset manager
       No custodian reported
       +00% 1 yr$117M
14846. 14846
       Greenline Wealth ManagementBoca Raton, FL · 247 clientsWealth manager
       Altruist 98%
       +00% 1 yr$117M
14847. 14847
       Burt Asset Management, Inc.75 clientsWealth manager
       Schwab 100%
       +00% 1 yr$117M
14848. 14848
       Trident Advisors IncDoylestown, PA · 225 clientsWealth managerHybrid
       Wells Fargo 100%
       +00% 1 yr$117M
14849. 14849
       Omni Financial LLCMadison, WI · 526 clientsWealth managerHybrid
       LPL Financial 100%
       +00% 1 yr$117M
14850. 14850
       Heirloom Investment Management LLC3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$117M
14851. 14851
       Oxford Real Estate Advisors IncPittsburgh, PA · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$117M
14852. 14852
       Abel Financial Management Co.84 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$117M
14853. 14853
       Whitwell Advisors337 clientsWealth manager
       Schwab 100%
       +00% 1 yr$117M
14854. 14854
       Allpoint Financial GroupPetaluma, CA · 431 clientsWealth managerHybrid
       LPL Financial 100%
       +00% 1 yr$117M
14855. 14855
       Investment Managers Group, LLCTemecula, CA · 244 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$117M
14856. 14856
       NIM Wealth SolutionsSan Jose, CA · 139 clientsWealth managerWrap sponsor
       Schwab 94%
       +00% 1 yr$117M
14857. 14857
       Mgfs Private Wealth, LLC207 clientsWealth managerHybrid
       Assetmark Brokerage 100%
       +00% 1 yr$117M
14858. 14858
       Align Wealth Management, LLCSan Jose, CA · 69 clientsWealth manager
       Fidelity 70%
       +00% 1 yr$117M
14859. 14859
       Delphi Management Inc26 clientsWealth manager
       FNZ Trust 66%
       +00% 1 yr$117M
14860. 14860
       Alsworth Capital Management, LLCCorning, NY · 177 clientsWealth manager
       Schwab 100%
       +00% 1 yr$117M
14861. 14861
       Tidwell Wealth Management LLCRocklin, CA · 83 clientsWealth manager
       Schwab 68%Fidelity 32%
       +00% 1 yr$117M
14862. 14862
       Murray Securities, Inc.Tyler, TX · 50 clientsBroker-dealer firmHybridMurray Securities, Inc
       Hilltop Securities 100%
       +00% 1 yr$117M
14863. 14863
       Hayes Asset Management, LLCRochester, NY · 112 clientsWealth manager
       No custodian reported
       +00% 1 yr$117M
14864. 14864
       Kompass Kapital Advisors, LLCOverland Park, KSAsset manager
       No custodian reported
       +00% 1 yr$117M
14865. 14865
       Dynamic Trading Management, LLC.White Plains, NY · 82 clientsWealth managerHybrid
       Interactive Brokers 64%Fidelity 36%
       +00% 1 yr$117M
14866. 14866
       Maine Advisory AssociatesFalmouth, ME · 176 clientsWealth manager
       Schwab 100%
       +00% 1 yr$117M
14867. 14867
       Integra WealthChattanooga, TN · 196 clientsWealth manager
       Schwab 100%
       +00% 1 yr$116M
14868. 14868
       Eagle Capital Advisors, LLCMiddlebury, CT · 71 clientsWealth manager
       Schwab 100%
       +00% 1 yr$116M
14869. 14869
       Luna Capital Management, LLCBurlingame, CA · 218 clientsWealth manager
       Schwab 100%
       +00% 1 yr$116M
14870. 14870
       Heckman Financial & Insurance Services, Inc.San Jose, CA · 305 clientsWealth manager
       Fidelity 93%
       +00% 1 yr$116M
14871. 14871
       Sturman Wealth AdvisorsCharlottesville, VA · 91 clientsWealth manager
       Altruist 100%
       +00% 1 yr$116M
14872. 14872
       Asset Strategy Retirement Plan Consultants, LLCCamp Hill, PA · 242 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$116M
14873. 14873
       Aton Advisors, LLC72 clientsWealth manager
       Schwab 88%
       +00% 1 yr$116M
14874. 14874
       Paradigm Wealth ManagementLincoln, NE · 351 clientsWealth manager
       Schwab 100%
       +00% 1 yr$116M
14875. 14875
       Ebert Capital Management Inc.Eureka, CA · 187 clientsWealth manager
       Schwab 100%
       +00% 1 yr$116M
14876. 14876
       Greenskeeper Asset Management Inc.Oakville, Ontario, Canada · 94 clientsAsset manager
       Custody and Brokerage 90%
       +00% 1 yr$116M
14877. 14877
       First Light Wealth Advisors, LLCLittle Falls, NJ · 98 clientsWealth manager
       Schwab 100%
       +00% 1 yr$116M
14878. 14878
       Intellicapital Advisors LLCPonte Vedra, FL · 81 clientsWealth manager
       Schwab 83%
       +00% 1 yr$116M
14879. 14879
       Jaffe Asset Management LLCBeverly Hills, CA · 58 clientsWealth manager
       Schwab 100%
       +00% 1 yr$116M
14880. 14880
       Columbia Benefits, LLCDenver, CO · 138 clientsWealth manager
       No custodian reported
       +00% 1 yr$116M