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

15321. 15321
       Alamo CapitalWalnut Creek, CABroker-dealer firmHybrid
       No custodian reported
       +00% 1 yr$104M
15322. 15322
       Financial Counseling Associates, Inc126 clientsWealth manager
       Schwab 100%
       +00% 1 yr$104M
15323. 15323
       Lifefocus Financial Advisors, LLCWalla Walla, WA · 107 clientsWealth manager
       LPL Financial 100%
       +00% 1 yr$104M
15324. 15324
       AG FinancialSalt Lake City, UT · 188 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$103M
15325. 15325
       Seaside Wealth Advisors LLC472 clientsWealth manager
       No custodian reported
       +00% 1 yr$103M
15326. 15326
       Stage Wealth Management, Inc.207 clientsWealth managerWrap sponsor
       LPL Financial 100%
       +00% 1 yr$103M
15327. 15327
       Advocacy Financial LLCCovington, LA · 124 clientsWealth managerHybrid
       Fidelity 100%
       +00% 1 yr$103M
15328. 15328
       Reitz Capital Advisors LLCFreeland, MI · 101 clientsWealth manager
       Schwab 100%
       +00% 1 yr$103M
15329. 15329
       Naylor & Company105 clientsWealth manager
       Interactive Brokers 100%
       +00% 1 yr$103M
15330. 15330
       Gssg Solar, LLCDenver, CO · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$103M
15331. 15331
       Newfoundland Capital Management US, LLC7 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$103M
15332. 15332
       Butterworth Financial LLCDanvers, MA · 140 clientsWealth manager
       LPL Financial 100%
       +00% 1 yr$103M
15333. 15333
       Allridge Wealth Management, IncAshburn, VA · 31 clientsWealth manager
       Schwab 100%
       +00% 1 yr$103M
15334. 15334
       Abundant Wealth Partners, LLCSanta Barbara, CA · 55 clientsWealth manager
       No custodian reported
       +00% 1 yr$103M
15335. 15335
       Navigation Wealth ManagementFort Collins, CO · 962 clientsWealth manager
       Schwab 80%
       +00% 1 yr$103M
15336. 15336
       First Financial Services, LLCLittle Rock, AR · 91 clientsWealth managerWrap sponsorHybrid
       Schwab 100%
       +00% 1 yr$103M
15337. 15337
       Riverstone Asset Management, LLCLouisville, KY · 18 clientsWealth manager
       Schwab 85%
       +00% 1 yr$103M
15338. 15338
       Moralis Technologies, LLCPittsburgh, PA · 67 clientsWealth manager
       Schwab 100%
       +00% 1 yr$103M
15339. 15339
       Invictus Timing Service LTDWestbury, NY · 286 clientsWealth manager
       Axos 100%
       +00% 1 yr$103M
15340. 15340
       Ironhorn Advisors LLCAustin, TXAsset managerHybrid
       No custodian reported
       +00% 1 yr$103M
15341. 15341
       Wealth Strategies GroupNewport Beach, CA · 120 clientsWealth manager
       Interactive Brokers 46%Schwab 44%
       +00% 1 yr$103M
15342. 15342
       Templer Wealth Management, LLCVienna, VA · 44 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$103M
15343. 15343
       Crafted Finance, LLC170 clientsWealth manager
       Schwab 91%
       +00% 1 yr$103M
15344. 15344
       Pearl Wealth Group273 clientsWealth manager
       Schwab 53%Fidelity 47%
       +00% 1 yr$103M
15345. 15345
       Opportunus Wealth Management, LLC190 clientsWealth manager
       Schwab 100%
       +00% 1 yr$103M
15346. 15346
       Networth Asset Management, Inc245 clientsWealth managerHybrid
       Equity Trust 65%Altruist 31%
       +00% 1 yr$103M
15347. 15347
       Fairchild Capital LLCPortland, OR · 109 clientsWealth manager
       Schwab 100%
       +00% 1 yr$103M
15348. 15348
       Dorian Investment Advisory LLCMemphis, TN · 118 clientsWealth manager
       Schwab 100%
       +00% 1 yr$103M
15349. 15349
       UHY Wealth Management RIA LLCFarmington Hills, MI · 89 clientsAsset managerHybridUHY Capital Group, LLC
       Empower Financial Services 56%Schwab 44%
       +00% 1 yr$103M
15350. 15350
       AOT Invest LLCDavenport, IA · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$103M
15351. 15351
       Coast Capital Management, LPNew York, NY · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$103M
15352. 15352
       Brazos CapitalAustin, TX · 32 clientsWealth manager
       Schwab 100%
       +00% 1 yr$103M
15353. 15353
       Factory Capital LLCLos Angeles, CA · 26 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$103M
15354. 15354
       Oakleigh Wealth ServicesCrozet, VA · 51 clientsWealth manager
       Altruist 95%
       +00% 1 yr$102M
15355. 15355
       Victory Wealth PartnersMullica Hill, NJ · 364 clientsWealth managerHybrid
       Lincoln Financial Distributors 100%
       +00% 1 yr$102M
15356. 15356
       Stillwater Capital ManagementCarmel-By-The-Sea, CA · 126 clientsWealth manager
       Schwab 100%
       +00% 1 yr$102M
15357. 15357
       Rocky Hill Advisors Inc.Peabody, MA · 136 clientsWealth managerWrap sponsor
       Fidelity 100%
       +00% 1 yr$102M
15358. 15358
       Needham Advisory CorporationNorth Andover, MA · 145 clientsWealth manager
       Schwab 100%
       +00% 1 yr$102M
15359. 15359
       Republic SquareAustin, TX · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$102M
15360. 15360
       Capstone Wealth Advisors, LLCSalem, OR · 125 clientsWealth manager
       Altruist 75%
       +00% 1 yr$102M