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

15401. 15401
       Fuerst Financial Group, Inc.Chattanooga, TN · 325 clientsWealth manager
       SEI 100%
       +00% 1 yr$101M
15402. 15402
       Cherokee & Walker ManagementSalt Lake City, UT · 9 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$101M
15403. 15403
       Ascent Financial GroupRichmond, VA · 128 clientsWealth manager
       Schwab 100%
       +00% 1 yr$101M
15404. 15404
       Pflueger Wealth34 clientsWealth manager
       Schwab 100%
       +00% 1 yr$101M
15405. 15405
       Social Investment Managers and Advisors, LLC7 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$101M
15406. 15406
       CDP Financial Group, LLCLittleton, CO · 110 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$100M
15407. 15407
       Miller Wealth ManagementGilbert, AZ · 91 clientsWealth managerWrap sponsor
       LPL Financial 100%
       +00% 1 yr$100M
15408. 15408
       Bridge Financial Planning, LLC95 clientsWealth manager
       Schwab 100%
       +00% 1 yr$100M
15409. 15409
       Sagent Wealth ManagementLaguna Beach, CA · 82 clientsWealth manager
       Altruist 69%Fidelity 31%
       +00% 1 yr$100M
15410. 15410
       Newsong Capital Management, Inc.Hattiesburg, MS · 142 clientsWealth manager
       Interactive Brokers 100%
       +00% 1 yr$100M
15411. 15411
       Hilpan Moxie Wealth Management, LLC78 clientsWealth manager
       Wells Fargo 86%
       +00% 1 yr$100M
15412. 15412
       Course Management Investment Advisors, LLCPinehurst, NC · 161 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$100M
15413. 15413
       Financial Action, Inc.Monument, CO · 479 clientsWealth manager
       Schwab 100%
       +00% 1 yr$100M
15414. 15414
       Carlo Capital2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$100M
15415. 15415
       Next UP Wealth Advisors, LLCScottsdale, AZ · 294 clientsWealth manager
       Schwab 94%
       +00% 1 yr$100M
15416. 15416
       Financial Counseling, Inc.Springboro, OH · 417 clientsWealth manager
       Schwab 100%
       +00% 1 yr$100M
15417. 15417
       Retire Ready Wealth ManagementRadnor, PA · 535 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$100M
15418. 15418
       Grupp Financial LLCJackson, WY · 10 clientsAsset manager
       Schwab 100%
       +00% 1 yr$100M
15419. 15419
       Cardinal Point Capital LLCSan Francisco, CA · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$100M
15420. 15420
       Infinity Tax & Financial PlanningHuntsville, AL · 332 clientsWealth manager
       Schwab 84%
       +00% 1 yr$100M
15421. 15421
       Three Oaks WealthGold River, CA · 100 clientsWealth manager
       Schwab 100%
       +00% 1 yr$100M
15422. 15422
       Chamberlain Lane Capital, LLCNashville, TNWealth manager
       Schwab 100%
       +00% 1 yr$100M
15423. 15423
       Approach Capital LLC100 clientsWealth manager
       Schwab 75%Vantage Self Directed Retirement Plans 25%
       +00% 1 yr$100M
15424. 15424
       Ferghana Investment Partners, LPNew York, NY · 1 clientsAsset manager
       Citi 100%
       +00% 1 yr$100M
15425. 15425
       Harbinger Sports PartnersAtlanta, GA · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$100M
15426. 15426
       Westmont Advisory, LLCFlower Mound, TX · 7 clientsWealth manager
       Schwab 75%Interactive Brokers 25%
       +00% 1 yr$100M
15427. 15427
       Acacia Asset Management LLCNew York, NY · 1 clientsAsset managerHybrid
       No custodian reported
       +00% 1 yr$100M
15428. 15428
       Valhum Asset Management, LLCUpper Saddle River, NJ · 1 clientsAsset managerHybridAshton Stewart & Co., Inc.
       No custodian reported
       +00% 1 yr$100M
15429. 15429
       Freeboard Capital, LLC19 clientsBroker-dealer firmAffiliated broker-dealer
       No custodian reported
       +00% 1 yr$100M
15430. 15430
       Sundowner Capital Management LLC58 clientsWealth manager
       Schwab 100%
       +00% 1 yr$100M
15431. 15431
       Stonebridge Partners LLCWhite Plains, NY · 14 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$99M
15432. 15432
       LW Capital Management, LLC2 clientsPrivate fund adviser
       J.P. Morgan 100%
       +00% 1 yr$99M
15433. 15433
       13d Management LLCNew York, NY · 1 clientsAsset managerHybrid
       No custodian reported
       +00% 1 yr$99M
15434. 15434
       Arex Capital Management, LPNew York, NY · 12 clientsPrivate fund adviser
       Goldman Sachs 87%
       +00% 1 yr$99M
15435. 15435
       Merion Realty Advisers, LLCWynnewood, PA · 3 clientsPrivate fund adviserHybrid
       No custodian reported
       +00% 1 yr$99M
15436. 15436
       Waterfront Capital Partners LLCNew York, NY · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$99M
15437. 15437
       Bergen Park Capital Management, LLCBigfork, MT · 12 clientsPrivate fund adviser
       Interactive Brokers 100%
       +00% 1 yr$99M
15438. 15438
       CAZ GP Stakes Adviser LLCHouston, TX · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$99M
15439. 15439
       Granite Value Capital, LLCHanover, NH · 70 clientsWealth manager
       Schwab 100%
       +00% 1 yr$99M
15440. 15440
       Synergy CapitalFort Collins, CO · 74 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$99M