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

14881. 14881
       Colburn Wealth Management, LLCGrove City, OH · 136 clientsWealth manager
       Schwab 100%
       +00% 1 yr$116M
14882. 14882
       Solyco Wealth LLCBirmingham, MI · 158 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$116M
14883. 14883
       Salvini Financial Planning57 clientsWealth manager
       Schwab 100%
       +00% 1 yr$116M
14884. 14884
       Santa FE Advisors LLCSanta Fe, NM · 59 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$116M
14885. 14885
       Orchard City Wealth Management, LLCLos Gatos, CA · 55 clientsWealth manager
       Schwab 100%
       +00% 1 yr$116M
14886. 14886
       Motilal Oswal Capital LimitedPrabhadevi, Mumbai, India · 1 clientsPrivate fund adviserAffiliated broker-dealerMomentum Capedge Limited (formerly Motilal Oswal Broking and Distribution Limited), Motilal Oswal Capital Markets (hong Kong) Private Limited
       No custodian reported
       +00% 1 yr$116M
14887. 14887
       Serone Capital Management LLCNew York, NY · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$116M
14888. 14888
       Ryzome Investment AdvisorsOkemos, MI · 673 clientsWealth manager
       Schwab 100%
       +00% 1 yr$116M
14889. 14889
       Sacajawea & Company, LLC20 clientsAsset manager
       Schwab 100%
       +00% 1 yr$116M
14890. 14890
       MPM Advisors Group LLCLiverpool, NY · 177 clientsWealth manager
       Assetmark Brokerage 100%
       +00% 1 yr$116M
14891. 14891
       NPM Consulting, LLC16 clientsWealth manager
       Schwab 70%Vanguard 30%
       +00% 1 yr$116M
14892. 14892
       Pathway Wealth Management, LLCDallas, TX · 25 clientsWealth manager
       Schwab 100%
       +00% 1 yr$116M
14893. 14893
       Private Counsel Group, LTD.Indianapolis, IN · 63 clientsWealth manager
       Schwab 100%
       +00% 1 yr$116M
14894. 14894
       Knecht Capital Management, LLC103 clientsWealth managerHybrid
       LPL Financial 65%Schwab 35%
       +00% 1 yr$116M
14895. 14895
       Global Environment FundBethesda, MD · 7 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$116M
14896. 14896
       Modern Financial PlanningGeorgetown, TX · 72 clientsWealth manager
       Schwab 100%
       +00% 1 yr$116M
14897. 14897
       Finhabits Advisors, LLCNew York, NY · 29,460 clientsWealth managerWrap sponsor
       Apex Fintech 100%
       +00% 1 yr$116M
14898. 14898
       Capital Wealth, LLCLehi, UT · 290 clientsWealth managerWrap sponsor
       Schwab 65%Fidelity 35%
       +00% 1 yr$116M
14899. 14899
       Bay Pointe FinancialNew Baltimore, MI · 122 clientsWealth manager
       Schwab 100%
       +00% 1 yr$116M
14900. 14900
       Paragon Asset Management Inc.Orinda, CA · 60 clientsWealth manager
       Schwab 100%
       +00% 1 yr$116M
14901. 14901
       Portfolio Advisory Group, Inc.Alexandria, VA · 71 clientsWealth manager
       Fidelity 67%Schwab 33%
       +00% 1 yr$116M
14902. 14902
       Manrke WealthToronto, Ontario, Canada · 69 clientsWealth manager
       Nbin - A Division of National Bank Financial 100%
       +00% 1 yr$116M
14903. 14903
       First Georgetown Securities, IncAlexandria, VA · 123 clientsBroker-dealer firmHybridFirst Georgetown Securities, Inc.
       Fidelity 100%
       +00% 1 yr$116M
14904. 14904
       McCormack Financial Planning Inc.Atlanta, GA · 132 clientsWealth managerWrap sponsorHybrid
       Pershing 100%
       +00% 1 yr$116M
14905. 14905
       Cambria Wealth ManagementSarasota, FL · 105 clientsWealth manager
       Schwab 100%
       +00% 1 yr$116M
14906. 14906
       Alpine Wealth Advisors, LLCDenver, CO · 58 clientsWealth manager
       Schwab 100%
       +00% 1 yr$116M
14907. 14907
       Third Gear Capital Management LPHouston, TX · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$116M
14908. 14908
       Investlinc Wealth ServicesBrea, CA · 153 clientsWealth manager
       Schwab 85%
       +00% 1 yr$116M
14909. 14909
       Risk Paradigm Group, LLCBurlington, MA · 3 clientsAsset manager
       Fidelity 79%
       +00% 1 yr$116M
14910. 14910
       Professional Financial Management, Inc.Appleton, WI · 164 clientsWealth manager
       Schwab 100%
       +00% 1 yr$116M
14911. 14911
       New Vernon Investment Management LLCHighland Park, IL · 13 clientsPrivate fund adviserHybridSF Investments, Inc.
       Pershing 100%
       +00% 1 yr$116M
14912. 14912
       Palante Wealth Advisors, LLCPennington, NJ · 102 clientsWealth manager
       Schwab 100%
       +00% 1 yr$116M
14913. 14913
       KB Financial Advisors LLCSan Francisco, CA · 136 clientsWealth manager
       Schwab 100%
       +00% 1 yr$115M
14914. 14914
       Beyond Your Hammock LLCBoston, MA · 161 clientsWealth manager
       Schwab 100%
       +00% 1 yr$115M
14915. 14915
       Zenith Advisory Group, LLCThe Villages, FL · 186 clientsWealth manager
       Schwab 100%
       +00% 1 yr$115M
14916. 14916
       1818 Private Client Group, LLCAventura, FL · 22 clientsWealth manager
       J.P. Morgan 58%Deutsche Bank Securities 30%
       +00% 1 yr$115M
14917. 14917
       Wealth Compass Financial, Inc.Carlsbad, CA · 251 clientsWealth manager
       Fidelity 84%
       +00% 1 yr$115M
14918. 14918
       Ridgeline Productions LLCNew York, NY · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$115M
14919. 14919
       Kutz and Company Inc.Great Neck, NY · 66 clientsWealth manager
       Schwab 100%
       +00% 1 yr$115M
14920. 14920
       Pariax Private Wealth ManagementNewport Beach, CA · 32 clientsWealth managerWrap sponsor
       Fidelity 100%
       +00% 1 yr$115M