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

15241. 15241
       Wealth Management Solutions168 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$106M
15242. 15242
       Dillow Wealth Management LLCOak Brook, IL · 18 clientsWealth manager
       Schwab 100%
       +00% 1 yr$106M
15243. 15243
       Arcadius Capital Partners Inc.1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$106M
15244. 15244
       Account Management, LLC17 clientsWealth manager
       UBS 100%
       +00% 1 yr$106M
15245. 15245
       Cypress Capital Management US LimitedVancouver, British Columbia, Canada · 49 clientsWealth managerAffiliated broker-dealer
       Raymond James 58%Scotia Private Client Group 42%
       +00% 1 yr$106M
15246. 15246
       1230 Advisors, LLCPound Ridge, NY · 30 clientsWealth manager
       Schwab 100%
       +00% 1 yr$106M
15247. 15247
       Birnam Wood Capital, LLCDallas, TX · 51 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$106M
15248. 15248
       Wealth Creation Management Group LLC158 clientsWealth manager
       Schwab 100%
       +00% 1 yr$106M
15249. 15249
       Raison Asset ManagementTallinn, Estonia · 5 clientsPrivate fund adviserAffiliated broker-dealerRaison Securities LTD
       No custodian reported
       +00% 1 yr$106M
15250. 15250
       Maseco Asia LimitedHong Kong, Hong Kong · 72 clientsWealth manager
       Schwab 70%
       +00% 1 yr$106M
15251. 15251
       Mana Financial Life Design133 clientsWealth manager
       Schwab 100%
       +00% 1 yr$106M
15252. 15252
       Imber Financial Group, LLCAnn Arbor, MI · 200 clientsWealth manager
       Fidelity 82%
       +00% 1 yr$106M
15253. 15253
       Polero ICE Advisers59 clientsWealth manager
       Vanguard 100%
       +00% 1 yr$106M
15254. 15254
       Westpoint Wealth Management, LLCBerea, OH · 582 clientsWealth managerHybrid
       Schwab 63%SEI 37%
       +00% 1 yr$106M
15255. 15255
       Truman Wealth AdvisorsColumbia, MO · 98 clientsWealth manager
       Schwab 88%
       +00% 1 yr$106M
15256. 15256
       Abacus Investments LLCBirmingham, AL · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$106M
15257. 15257
       Kairos Capital Management, LLCBellevue, WA · 84 clientsWealth manager
       Schwab 100%
       +00% 1 yr$106M
15258. 15258
       Markiz Wealth Management45 clientsWealth manager
       Schwab 100%
       +00% 1 yr$106M
15259. 15259
       Rasp Wealth Solutions, LLC89 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$106M
15260. 15260
       Financial Design Studio, Inc.Deer Park, IL · 134 clientsWealth manager
       Schwab 100%
       +00% 1 yr$106M
15261. 15261
       Changing Parameters, LLCLos Altos, CA · 115 clientsWealth manager
       U.S. Bank 100%
       +00% 1 yr$105M
15262. 15262
       Steward Advisors Group, LLCHalfmoon, NY · 109 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$105M
15263. 15263
       Relative Sentiment Technologies, LLC1 clientsAsset managerHybrid
       No custodian reported
       +00% 1 yr$105M
15264. 15264
       Ormonde Investment Management, LLCDallas, TX · 3 clientsWealth manager
       Goldman Sachs 67%Citi 33%
       +00% 1 yr$105M
15265. 15265
       Clearview Investment Partners, LLCCosta Mesa, CA · 134 clientsWealth manager
       Schwab 100%
       +00% 1 yr$105M
15266. 15266
       Guided Wealth, LLC115 clientsWealth manager
       Altruist 100%
       +00% 1 yr$105M
15267. 15267
       Experience Your Wealth, LLC70 clientsWealth manager
       Schwab 100%
       +00% 1 yr$105M
15268. 15268
       Innovative Financial, LLCLakewood, CO · 115 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$105M
15269. 15269
       Value Financial Advisers, Inc.Orlando, FL · 201 clientsWealth managerHybrid
       No custodian reported
       +00% 1 yr$105M
15270. 15270
       Morgan-Aly Wealth Management, LLCWaukesha, WI · 157 clientsWealth manager
       LPL Financial 100%
       +00% 1 yr$105M
15271. 15271
       Wallstreeti.comNew York, NY · 87 clientsWealth manager
       Interactive Brokers 100%
       +00% 1 yr$105M
15272. 15272
       Institutional Investment Advisors CorpNew York, NY · 143 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$105M
15273. 15273
       MD Wealth Advisors IncCranford, NJ · 184 clientsWealth manager
       Schwab 100%
       +00% 1 yr$105M
15274. 15274
       Kukui Tree Capital Management LLCPalo Alto, CA · 23 clientsWealth manager
       Schwab 100%
       +00% 1 yr$105M
15275. 15275
       Petrie Capital Management LLC.Seattle, WA · 48 clientsWealth manager
       Schwab 100%
       +00% 1 yr$105M
15276. 15276
       Compass Retirement, LLC74 clientsWealth manager
       Wells Fargo 100%
       +00% 1 yr$105M
15277. 15277
       Legacy Chief Financial Office, LLCShenandoah, TX · 72 clientsWealth manager
       Schwab 100%
       +00% 1 yr$105M
15278. 15278
       Wealth EngagementAtlanta, GA · 60 clientsWealth manager
       Goldman Sachs 84%
       +00% 1 yr$105M
15279. 15279
       Venture Forth Financial70 clientsWealth manager
       Schwab 100%
       +00% 1 yr$105M
15280. 15280
       Catalyst Wealth Management LLCHouston, TX · 9,549 clientsWealth managerHybrid
       Matrix Trust 58%Fidelity 31%
       +00% 1 yr$105M