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

5881. 5881
      GT Investment Partners, LPIrvine, CA · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$853M
5882. 5882
      Birchwood Financial Partners, Inc.Bloomington, MN · 763 clientsWealth manager
      Schwab 100%
      +00% 1 yr$853M
5883. 5883
      Leelyn Smith, LLCGeneva, IL · 799 clientsWealth managerWrap sponsorHybrid
      LPL Financial 82%
      +00% 1 yr$852M
5884. 5884
      Smith Thornton Advisors, LLCHuntsville, AL · 341 clientsAsset managerHybrid
      Vanguard 55%Schwab 40%
      +00% 1 yr$852M
5885. 5885
      Olympus Capital Holdings Asia LLCMount Kisco, NY · 21 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$852M
5886. 5886
      PJS Investment ManagementCedarburg, WI · 474 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$852M
5887. 5887
      ApeironDallas, TX · 1,184 clientsWealth managerWrap sponsor
      Schwab 79%
      +00% 1 yr$852M
5888. 5888
      Warner Financial, IncBethesda, MD · 256 clientsWealth manager
      Schwab 100%
      +00% 1 yr$852M
5889. 5889
      Harbor AdvisorsWest Palm Beach, FL · 10 clientsAsset manager
      Morgan Stanley 59%Interactive Brokers 32%
      +00% 1 yr$852M
5890. 5890
      HH Capital Management, Inc.Hermosa Beach, CA · 1 clientsAsset manager
      No custodian reported
      +00% 1 yr$851M
5891. 5891
      Affinity Capital Advisors LLCBerkeley, CA · 547 clientsWealth manager
      Schwab 100%
      +00% 1 yr$851M
5892. 5892
      Brilliance Asset Management LimitedHong Kong, Hong Kong · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$851M
5893. 5893
      Aztlan Equity Management, LLCMcLean, VA · 16 clientsAsset manager
      J.P. Morgan 100%
      +00% 1 yr$851M
5894. 5894
      Channel Wealth, LLCSanta Barbara, CA · 2,019 clientsWealth manager
      Schwab 100%
      +00% 1 yr$851M
5895. 5895
      Whitaker-Myers Wealth Managers, LTD.Mansfield, OH · 3,458 clientsWealth managerHybrid
      Schwab 85%
      +00% 1 yr$851M
5896. 5896
      NS Management LTDDevonshire, Devonshire, Bermuda · 20 clientsAsset manager
      HSBC Securities Services 60%Kleinwort Benson (jersey) LTD 23%
      +00% 1 yr$850M
5897. 5897
      Aetna Asset Advisors, LLCHartford, CT · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$850M
5898. 5898
      Liberty Capital Management IncBirmingham, MI · 160 clientsWealth manager
      Schwab 94%
      +00% 1 yr$849M
5899. 5899
      Prime QuadrantToronto, Canada · 19 clientsWealth manager
      Schwab 100%
      +00% 1 yr$849M
5900. 5900
      Avenir CorporationAlexandria, VA · 157 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$849M
5901. 5901
      Silverlake Wealth Management LLCWilliston, VT · 1,072 clientsWealth managerHybrid
      Fidelity 70%Schwab 30%
      +00% 1 yr$849M
5902. 5902
      Bason Asset ManagementLakewood, CO · 139 clientsWealth manager
      Schwab 100%
      +00% 1 yr$849M
5903. 5903
      Pennsylvania Capital Management Inc.Huntingdon Valley, PA · 200 clientsWealth manager
      Schwab 100%
      +00% 1 yr$849M
5904. 5904
      NBC Capital AdvisorsBeaverton, OR · 2,272 clientsWealth manager
      Fidelity 88%
      +00% 1 yr$847M
5905. 5905
      Mitchell Capital Management CoLeawood, KS · 331 clientsWealth manager
      Schwab 80%
      +00% 1 yr$847M
5906. 5906
      Seneca Financial Advisors LLCRochester, NY · 373 clientsWealth manager
      Schwab 88%
      +00% 1 yr$847M
5907. 5907
      Riverglade CapitalChicago, IL · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$847M
5908. 5908
      Baron Wealth Management, LLCTroy, MI · 145 clientsWealth manager
      Fidelity Distributors Company 56%Schwab 44%
      +00% 1 yr$847M
5909. 5909
      Barry Investment Advisors, LLCNew Bedford, MA · 398 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$847M
5910. 5910
      Oakworth Asset Management, LLCBirmingham, AL · 565 clientsWealth managerBank-affiliated
      Axos 95%
      +00% 1 yr$846M
5911. 5911
      Verde Capital Management, Inc.Clarkston, MI · 824 clientsWealth managerWrap sponsor
      Schwab 71%TradePMR / Robinhood 29%
      +00% 1 yr$846M
5912. 5912
      Falconpoint Capital Partners LLCNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$845M
5913. 5913
      Integrated Quantitative Investments LLCBellevue, WA · 16 clientsAsset manager
      State Street 48%J.P. Morgan 31%
      +00% 1 yr$845M
5914. 5914
      Lincoln Capital, LLCLincoln, NE · 1,266 clientsWealth managerWrap sponsorHybrid
      Fidelity 100%
      +00% 1 yr$845M
5915. 5915
      Lighthouse Wealth Strategies, LLCGig Harbor, WA · 866 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$844M
5916. 5916
      American Money Management, LLCRancho Santa Fe, CA · 832 clientsWealth manager
      Schwab 100%
      +00% 1 yr$844M
5917. 5917
      Perspective Wealth Partners, LLCBoise, ID · 291 clientsWealth manager
      Schwab 89%
      +00% 1 yr$844M
5918. 5918
      Claremont Capital Management, LLCPhoenix, AZ · 25 clientsAsset manager
      Principal Custody Solutions 74%Schwab 26%
      +00% 1 yr$844M
5919. 5919
      CKC Capital LLCNew York, NY · 12 clientsPrivate fund adviser
      Goldman Sachs 100%
      +00% 1 yr$844M
5920. 5920
      First Light Retirement, LLCDel Mar, CA · 22 clientsAsset manager
      No custodian reported
      +00% 1 yr$844M