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

15481. 15481
       Wise Money IsraelBinyamina, Israel · 175 clientsWealth manager
       Meitav Trade 79%
       +00% 1 yr$95M
15482. 15482
       Abraham Trading CompanyCanadian, TX · 1 clientsAsset managerHybrid
       No custodian reported
       +00% 1 yr$95M
15483. 15483
       Lyon Capital Management, LLCPittsford, NY · 92 clientsWealth manager
       Schwab 100%
       +00% 1 yr$95M
15484. 15484
       Lion Capital Advisors LLCMiami, FL · 29 clientsAsset manager
       Union Bancaire Privee, UBP SA 56%Deutsche Bank 31%
       +00% 1 yr$95M
15485. 15485
       GSB Capital, LLC2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$95M
15486. 15486
       Saxon Securities LLCSan Francisco, CA · 25 clientsAsset manager
       MID Atlantic Trust 85%
       +00% 1 yr$95M
15487. 15487
       Wingspan Capital, LLCNew York, NY · 27 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$95M
15488. 15488
       Sebetic Advisors, LLC61 clientsWealth manager
       Schwab 69%Interactive Brokers 31%
       +00% 1 yr$94M
15489. 15489
       Saddock Wealth, LLCDallas, TX · 11 clientsWealth manager
       Schwab 100%
       +00% 1 yr$94M
15490. 15490
       Circle N Advisors, LLCFishkill, NY · 104 clientsWealth manager
       LPL Financial 100%
       +00% 1 yr$94M
15491. 15491
       Bayridge Financial Group, Inc.Rockville Centre, NY · 488 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$94M
15492. 15492
       Luesink Stenstrom FinancialNew York, NY · 50 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$94M
15493. 15493
       Gravity Capital Management LLCNew York, NY · 28 clientsAsset manager
       Schwab 64%Northern Trust 36%
       +00% 1 yr$94M
15494. 15494
       Target Rock Wealth Management, LLCNew York, NY · 88 clientsWealth manager
       Schwab 100%
       +00% 1 yr$94M
15495. 15495
       Walnut Investment Services LLCBrooklyn, NY · 199 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$94M
15496. 15496
       Henley & Company Wealth Management LLCUniondale, NY · 71 clientsWealth managerWrap sponsorHybridHenley & Company LLC
       Pershing 100%
       +00% 1 yr$94M
15497. 15497
       Voss Wealth ManagementEndicott, NY · 69 clientsWealth manager
       Schwab 100%
       +00% 1 yr$94M
15498. 15498
       Cove Street Capital, LLCHermosa Beach, CA · 18 clientsAsset manager
       Mechanics Bank 66%Schwab 34%
       +00% 1 yr$94M
15499. 15499
       Statetrust Capital, LLC.Boca Raton, FL · 144 clientsWealth managerHybridStatetrust Investments Inc.
       No custodian reported
       +00% 1 yr$94M
15500. 15500
       Capital Q Management LLCMaitland, FL · 2 clientsAsset manager
       No custodian reported
       +00% 1 yr$93M
15501. 15501
       Oelschlager InvestmentsAkron, OH · 26 clientsAsset manager
       Schwab 100%
       +00% 1 yr$93M
15502. 15502
       Midas Management CorporationWalpole, NH · 3 clientsAsset managerHybridMidas Securities Group, Inc.
       No custodian reported
       +00% 1 yr$93M
15503. 15503
       Compass Investments LLCPittsburgh, PA · 176 clientsWealth manager
       Schwab 100%
       +00% 1 yr$93M
15504. 15504
       First Associated Investment Advisors, Inc.Duluth, MN · 1 clientsAsset managerHybrid
       No custodian reported
       +00% 1 yr$93M
15505. 15505
       LEH II Management LLCEnglewood, CO · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$93M
15506. 15506
       Wealthspan Investment Management, LLCGrand Rapids, MI · 326 clientsWealth manager
       Fidelity 79%
       +00% 1 yr$93M
15507. 15507
       Thinking Big FinancialBrooklyn, NY · 93 clientsWealth manager
       Altruist 100%
       +00% 1 yr$93M
15508. 15508
       Oppenheimer + Close, LLCNew York, NY · 127 clientsWealth manager
       Pershing 100%
       +00% 1 yr$93M
15509. 15509
       Peak Financial PlanningCanoga Park, CA · 82 clientsWealth manager
       Schwab 57%Altruist 43%
       +00% 1 yr$93M
15510. 15510
       Cannon Global Investment Management, LLCDavie, FL · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$93M
15511. 15511
       TRU Independence Asset Management 2, LLCPortland, OR · 205 clientsWealth managerAffiliated broker-dealer
       Schwab 100%
       +00% 1 yr$93M
15512. 15512
       3roots Wealth Partners LLCScottsdale, AZ · 112 clientsWealth manager
       Schwab 54%Altruist 46%
       +00% 1 yr$93M
15513. 15513
       Vault Fiduciary LLCAsset manager
       Northern Trust 62%Merrill / Bank of America 38%
       +00% 1 yr$92M
15514. 15514
       Tekmen Wells LLCNew York, NY · 23 clientsWealth managerWrap sponsor
       Pershing 100%
       +00% 1 yr$92M
15515. 15515
       XaltsPhiladelphia, PA · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$92M
15516. 15516
       Family Partners Capital, LLCHamilton, MA · 162 clientsWealth manager
       Schwab 100%
       +00% 1 yr$92M
15517. 15517
       IWC Asset Management LLC53 clientsWealth manager
       No custodian reported
       +00% 1 yr$92M
15518. 15518
       Mundoval Capital Management, Inc.La Jolla, CA · 67 clientsWealth manager
       Schwab 56%Huntington Bank 26%
       +00% 1 yr$92M
15519. 15519
       Reciprocal Capital7 clientsPrivate fund adviserHybrid
       No custodian reported
       +00% 1 yr$92M
15520. 15520
       Woodmont Advisory Group, Inc.298 clientsWealth manager
       Schwab 77%Fidelity 23%
       +00% 1 yr$92M