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

6521. 6521
      Ridgecrest Wealth Partners, LLCSan Rafael, CA · 744 clientsWealth manager
      Schwab 100%
      +00% 1 yr$705M
6522. 6522
      Latticework Capital Management LLCDallas, TX · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$705M
6523. 6523
      MarchantLondon, United Kingdom · 6 clientsPrivate fund adviser
      Morgan Stanley 99%
      +00% 1 yr$705M
6524. 6524
      Halter Ferguson Financial IncCarmel, IN · 292 clientsWealth manager
      Schwab 64%Fidelity 36%
      +00% 1 yr$705M
6525. 6525
      Solidarity Wealth, LLCLehi, UT · 218 clientsWealth managerWrap sponsor
      Pershing 100%
      +00% 1 yr$704M
6526. 6526
      Bmss Wesson Wealth SolutionsBirmingham, AL · 265 clientsWealth manager
      Schwab 82%
      +00% 1 yr$704M
6527. 6527
      Propel Venture Partners Management Co.San Carlos, CA · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$704M
6528. 6528
      1 Seed Partners LLCChicago, IL · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$704M
6529. 6529
      Windsor Capital Management, LLCPhoenix, AZ · 543 clientsWealth manager
      Schwab 100%
      +00% 1 yr$703M
6530. 6530
      CCC Advisors, LLCAustin, TX · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$703M
6531. 6531
      Asset Growth Solutions, LLCScottsdale, AZ · 4 clientsAsset manager
      No custodian reported
      +00% 1 yr$703M
6532. 6532
      Southeastern Asset Management International (singapore) PTE. LTDSingapore City, Singapore · 4 clientsAsset manager
      Northern Trust 100%
      +00% 1 yr$703M
6533. 6533
      AR Asset Management, Inc.West Hollywood, CA · 129 clientsWealth manager
      Fidelity 53%Schwab 36%
      +00% 1 yr$702M
6534. 6534
      Safeguard Investment Advisory Group, LLCCorona, CA · 1,804 clientsWealth manager
      Schwab 54%Fidelity 46%
      +00% 1 yr$702M
6535. 6535
      Core Wealth Advisors, Inc.Lakeland, FL · 586 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$702M
6536. 6536
      Olympus Peak Asset Management LP10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$702M
6537. 6537
      Contravisory Investment Management, Inc.Norwell, MA · 242 clientsWealth manager
      Schwab 100%
      +00% 1 yr$702M
6538. 6538
      Preisz FinancialPortland, OR · 346 clientsAsset managerHybrid
      LPL Financial 31%Empower Financial Services 31%John Hancock Investment Management Distributors 24%
      +00% 1 yr$702M
6539. 6539
      Stillwater Asset Management, LLCStillwater, MN · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$701M
6540. 6540
      Harbour Capital Advisors, LLCTysons Corner, VA · 55 clientsWealth manager
      Pershing 100%
      +00% 1 yr$701M
6541. 6541
      RPG Family Wealth Advisory, LLCBurlington, MA · 600 clientsWealth manager
      Pershing 69%Fidelity 31%
      +00% 1 yr$701M
6542. 6542
      Atlas Asset Management LLCGuaynabo, PR · 19 clientsAsset manager
      Schwab 100%
      +00% 1 yr$701M
6543. 6543
      360 FinancialWayzata, MN · 1,206 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$701M
6544. 6544
      Entrypoint Capital, LLCNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$700M
6545. 6545
      Lauterbach Financial Advisors, LLCEl Paso, TX · 403 clientsWealth manager
      Schwab 100%
      +00% 1 yr$700M
6546. 6546
      KTF Investments, LLCSeal Beach, CA · 184 clientsWealth managerWrap sponsorHybrid
      No custodian reported
      +00% 1 yr$700M
6547. 6547
      Aethon Energy ManagementDallas, TX · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$700M
6548. 6548
      Tidemark Management Company LPMenlo Park, CA · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$700M
6549. 6549
      HFM Wealth ManagementWest Hartford, CT · 185 clientsWealth manager
      Schwab 82%
      +00% 1 yr$700M
6550. 6550
      The Retirement Solution LLCRedmond, WA · 824 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$699M
6551. 6551
      Tempus Wealth Planning, LLCIrvine, CA · 683 clientsWealth manager
      Schwab 100%
      +00% 1 yr$699M
6552. 6552
      Broadview Financial Management, LLCWauwatosa, WI · 269 clientsWealth manager
      Fidelity 88%
      +00% 1 yr$699M
6553. 6553
      Aberdeen Wealth Management LLCLake Bluff, IL · 136 clientsWealth manager
      Schwab 100%
      +00% 1 yr$699M
6554. 6554
      Lafise Global Advisors LLCMiami, FLAsset managerHybridLafise Securities LLC, clears through StoneX
      Stonex Securities 89%
      +00% 1 yr$699M
6555. 6555
      Grey Fox Wealth Advisors, LLCRockland, DE · 335 clientsWealth manager
      Schwab 100%
      +00% 1 yr$699M
6556. 6556
      Iron Path Capital, L.P.Charlottesville, VA · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$699M
6557. 6557
      SW Investment Management LLC1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$699M
6558. 6558
      Ikarian CapitalDallas, TX · 5 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$698M
6559. 6559
      Acadian Asset ManagementSingapore, Singapore · 2 clientsAsset manager
      No custodian reported
      +00% 1 yr$698M
6560. 6560
      Hamilton Wealth, LLCLos Angeles, CA · 482 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$698M