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

14961. 14961
       LRH Capital Advising LLCDallas, TX · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$114M
14962. 14962
       AtwobKatonah, NY · 97 clientsWealth manager
       Schwab 100%
       +00% 1 yr$114M
14963. 14963
       Financial Planning First, LLCTuscon, AZ · 296 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$114M
14964. 14964
       Coordinated Wealth Management, L.L.C.Hendersonville, TN · 96 clientsWealth manager
       Schwab 100%
       +00% 1 yr$114M
14965. 14965
       Finamex Asset Management, LLCHouston, TX · 190 clientsWealth managerHybridCasa De Bolsa Finamex S.A.B. De C.V., Finamex International, LLC
       No custodian reported
       +00% 1 yr$114M
14966. 14966
       Webster Street Investment Advisors LLC56 clientsWealth manager
       Schwab 100%
       +00% 1 yr$114M
14967. 14967
       Common Cents Wealth Management, LLCPembroke Pines, FL · 205 clientsWealth manager
       Schwab 100%
       +00% 1 yr$114M
14968. 14968
       Burne Financial Concepts, LLCWatertown, CT · 144 clientsWealth manager
       Schwab 100%
       +00% 1 yr$114M
14969. 14969
       Pleasantdale Wealth Management, LLC187 clientsWealth manager
       Schwab 94%
       +00% 1 yr$114M
14970. 14970
       Tollefson and Company Investment Management LLC29 clientsWealth manager
       Schwab 100%
       +00% 1 yr$114M
14971. 14971
       ARX Private WealthLancaster, PA · 27 clientsWealth manager
       Schwab 100%
       +00% 1 yr$114M
14972. 14972
       Scofield & Company, LLCFairlawn, OH · 104 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$114M
14973. 14973
       Broadwealth LLC18 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$114M
14974. 14974
       Signal Ridge Capital Partners, LLCFramingham, MA · 95 clientsWealth managerWrap sponsor
       Pershing 100%
       +00% 1 yr$114M
14975. 14975
       CW Securities, LLCKnoxville, TN · 145 clientsBroker-dealer firmHybridCW Securities, LLC
       Schwab 99%
       +00% 1 yr$113M
14976. 14976
       Expand Financial Group, LLC320 clientsWealth manager
       Schwab 100%
       +00% 1 yr$113M
14977. 14977
       Blue JAY Financial Group, LLCDefiance, OH · 303 clientsWealth managerWrap sponsor
       Schwab 87%
       +00% 1 yr$113M
14978. 14978
       HFG Advisors, Inc.Kennewick, WA · 133 clientsWealth manager
       Schwab 100%
       +00% 1 yr$113M
14979. 14979
       Financial Design Group, LLCLavista, NE · 210 clientsWealth manager
       Wells Fargo 100%
       +00% 1 yr$113M
14980. 14980
       Compass Private Wealth Group LLCShort Hills, NJ · 80 clientsWealth manager
       Schwab 100%
       +00% 1 yr$113M
14981. 14981
       56 Capital Partners, LTDColorado Springs, CO · 262 clientsWealth manager
       Interactive Brokers 69%Tiaa-Cref Individual & Institutional Services 31%
       +00% 1 yr$113M
14982. 14982
       Modernist Financial, LLCPortland, OR · 48 clientsWealth manager
       Schwab 100%
       +00% 1 yr$113M
14983. 14983
       Sparrow Capital Management IncSt. Louis, MO · 58 clientsAsset manager
       No custodian reported
       +00% 1 yr$113M
14984. 14984
       Hulsey Capital Management, Inc.Heber Springs, AR · 83 clientsWealth manager
       Schwab 100%
       +00% 1 yr$113M
14985. 14985
       Wealth-Builders, Inc.87 clientsWealth manager
       Schwab 72%Fidelity 28%
       +00% 1 yr$113M
14986. 14986
       Veltria Advisors Corp.Miami, FL · 17 clientsWealth managerBank-affiliated
       Morgan Stanley 42%Citi 22%
       +00% 1 yr$113M
14987. 14987
       Mk3 Wealth LLCCherry Hill, NJ · 85 clientsWealth manager
       Schwab 100%
       +00% 1 yr$113M
14988. 14988
       Chappelwood Financial ServicesEdmond, OK · 166 clientsWealth manager
       No custodian reported
       +00% 1 yr$113M
14989. 14989
       Bernard & Johnson Family Wealth ManagementPasadena, CA · 89 clientsWealth manager
       Schwab 100%
       +00% 1 yr$113M
14990. 14990
       Eagle Financial Advisors, LLCFrisco, TX · 329 clientsWealth manager
       Schwab 74%Fidelity 26%
       +00% 1 yr$113M
14991. 14991
       Oxford Planning Group, LLCWoodstock, MD · 93 clientsWealth manager
       Schwab 100%
       +00% 1 yr$113M
14992. 14992
       Tidmore Retirement Planning SpecialistsBeachwood, OH · 214 clientsWealth manager
       Schwab 100%
       +00% 1 yr$113M
14993. 14993
       Lynch Financial AdvisorsRoseville, CA · 119 clientsWealth manager
       No custodian reported
       +00% 1 yr$113M
14994. 14994
       Wisdom Planning GroupOrlando, FL · 115 clientsWealth manager
       Schwab 100%
       +00% 1 yr$113M
14995. 14995
       Kintra Investments, LLCMarysville, OH · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$113M
14996. 14996
       Municipal Asset Management IncRye Brook, NY · 21 clientsWealth manager
       Wells Fargo 100%
       +00% 1 yr$113M
14997. 14997
       Infinite Giving Advisory Services, Inc.Atlanta, GA · 211 clientsAsset manager
       Apex Fintech 100%
       +00% 1 yr$113M
14998. 14998
       Mosaic FI LLCLincolnshire, IL · 253 clientsWealth manager
       Schwab 100%
       +00% 1 yr$113M
14999. 14999
       FRA Wealth Management LLCO'fallon, IL · 910 clientsWealth manager
       Schwab 100%
       +00% 1 yr$113M
15000. 15000
       Alpha Planning and Financial Services, Inc.Solon, OH · 222 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$113M