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

6761. 6761
      Buttonwood Financial Group, LLCKansas City, MO · 429 clientsWealth manager
      Schwab 100%
      +00% 1 yr$659M
6762. 6762
      Tradewinds, LLCRaleigh, NC · 505 clientsWealth manager
      Wells Fargo 100%
      +00% 1 yr$659M
6763. 6763
      Saints Capital10 clientsPrivate fund adviserHybridSaints Advisors LLC
      No custodian reported
      +00% 1 yr$659M
6764. 6764
      Benin Management Corp370 clientsWealth manager
      Schwab 100%
      +00% 1 yr$659M
6765. 6765
      Aries Wealth Management, LLCPortland, ME · 164 clientsWealth manager
      Pershing 68%Schwab 32%
      +00% 1 yr$659M
6766. 6766
      Purus Wealth Management, LLCNewport Beach, CA · 642 clientsWealth managerWrap sponsor
      Schwab 69%The Standard 31%
      +00% 1 yr$658M
6767. 6767
      Aspen Wealth Management, LLCFort Worth, TX · 353 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$658M
6768. 6768
      Arbor Wealth Advisors LLCTroy, MI · 66 clientsWealth manager
      Fidelity 87%
      +00% 1 yr$658M
6769. 6769
      Optima Asset Management IncDallas, TX · 111 clientsWealth manager
      Schwab 100%
      +00% 1 yr$657M
6770. 6770
      Spectrum Asset Management IncNewport Beach, CA · 315 clientsWealth manager
      Schwab 100%
      +00% 1 yr$657M
6771. 6771
      Highpost Capital, LLCWest Palm Beach, FL · 26 clientsPrivate fund adviserAffiliated broker-dealerSanctuary Advisors, LLC
      No custodian reported
      +00% 1 yr$657M
6772. 6772
      Innovative Wealth Building LLCCalifornia, MD · 1,770 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$657M
6773. 6773
      Wela Financial AdvisorySan Antonio, TX · 446 clientsWealth manager
      Schwab 100%
      +00% 1 yr$657M
6774. 6774
      Thrive Capital Management, LLCFort Washington, PA · 786 clientsWealth manager
      Schwab 100%
      +00% 1 yr$657M
6775. 6775
      M37 Management LPMenlo Park, CA · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$656M
6776. 6776
      Polar Capital (america) CorporationTampa, FL · 5 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$656M
6777. 6777
      Warren Street Wealth Advisors, LLCIrvine, CA · 461 clientsWealth manager
      Fidelity 88%
      +00% 1 yr$656M
6778. 6778
      Old Glory Asset Management LLCMalvern, PA · 21 clientsAsset manager
      First Hawaiian Bank 32%U.S. Bank 29%Amalgamated Bank 26%
      +00% 1 yr$656M
6779. 6779
      BMB Advisers LLCLos Angeles, CA · 34 clientsWealth manager
      Fidelity 67%
      +00% 1 yr$656M
6780. 6780
      Rock Point Advisors, LLCBurlington, VT · 243 clientsWealth manager
      Schwab 88%
      +00% 1 yr$656M
6781. 6781
      McGowan & Co LLPBryn Mawr, PA · 240 clientsWealth manager
      Schwab 100%
      +00% 1 yr$656M
6782. 6782
      RBO & Co, LLCSt. Helena, CA · 112 clientsWealth manager
      Pershing 100%
      +00% 1 yr$655M
6783. 6783
      Milestone Financial Associates, LLCMacungie, PA · 645 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$654M
6784. 6784
      Cornell Pochily Investment Advisors, Inc.Ithaca, NY · 555 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$654M
6785. 6785
      PW Nova Financial Services LLCNewtown, PA · 733 clientsWealth managerWrap sponsor
      TradePMR / Robinhood 55%Schwab 45%
      +00% 1 yr$654M
6786. 6786
      Eagle Wealth StrategiesMullica Hill, NJ · 654 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$654M
6787. 6787
      BCU Wealth Advisors, LLCVernon Hills, IL · 870 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$654M
6788. 6788
      Collaborative WealthLake Mary, FL · 937 clientsWealth managerHybrid
      LPL Financial 59%
      +00% 1 yr$653M
6789. 6789
      Rings Capital Management LLCChicago, IL · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$653M
6790. 6790
      Collegiate Capital Management, Inc.Raleigh, NC · 446 clientsWealth managerWrap sponsor
      Schwab 82%
      +00% 1 yr$653M
6791. 6791
      Westover Capital Advisors, LLCWilmington, DE · 267 clientsWealth manager
      Schwab 100%
      +00% 1 yr$653M
6792. 6792
      Palisade Investments, LLCZephyr Cove, NV · 668 clientsWealth manager
      Schwab 61%
      +00% 1 yr$653M
6793. 6793
      Early McClintic & McMillan, LLCStafford, TX · 655 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$652M
6794. 6794
      BKM Wealth ManagementBrookfield, WI · 608 clientsWealth managerWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$652M
6795. 6795
      Australis Partners (advisers) LLCNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$652M
6796. 6796
      Proprietary Capital, LLCDenver, CO · 36 clientsPrivate fund adviser
      Schwab 100%
      +00% 1 yr$652M
6797. 6797
      OCO Capital Partners LPNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$652M
6798. 6798
      Weber Asset Management, Inc.Lake Success, NY · 405 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$652M
6799. 6799
      Nomura Capital Management LLCNew York, NY · 2 clientsAsset managerHybridDelaware Distributors, L.P., Instinet, LLC
      No custodian reported
      +00% 1 yr$651M
6800. 6800
      Advanced Asset Management Advisors, Inc.Dublin, OH · 309 clientsAsset manager
      U.S. Bank 75%Fidelity 25%
      +00% 1 yr$651M