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

6841. 6841
      Cadent Energy PartnersRye Brook, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$644M
6842. 6842
      Karya Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$643M
6843. 6843
      Heritage Wealth Management, Inc.San Diego, CA · 235 clientsWealth manager
      Schwab 100%
      +00% 1 yr$643M
6844. 6844
      Hedonova Advisors LLCPost Falls, ID · 2,853 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$643M
6845. 6845
      Curasset Capital Management, LLCNewark, NJ · 2 clientsAsset manager
      No custodian reported
      +00% 1 yr$643M
6846. 6846
      Chatham Wealth ManagementChatham, NJ · 424 clientsWealth manager
      Schwab 100%
      +00% 1 yr$643M
6847. 6847
      Sightline Partners LLCBloomington, MN · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$643M
6848. 6848
      Tsfg, LLCLake Forest, IL · 864 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$643M
6849. 6849
      Chapin Davis Asset ManagementBaltimore, MD · 555 clientsBroker-dealer firmHybrid
      Wells Fargo 100%
      +00% 1 yr$643M
6850. 6850
      Equilibrium Capital Investment Management , LLCPortland, OR · 4 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$643M
6851. 6851
      Regency Wealth ManagementRamsey, NJ · 312 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$643M
6852. 6852
      The Financial Resource CenterCarmel, IN · 247 clientsAsset manager
      Voya Financial Advisors 55%SEI 45%
      +00% 1 yr$642M
6853. 6853
      Jones Hill Capital LPNew York, NY · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$642M
6854. 6854
      Arjuna Capital, LLCManchester, MA · 174 clientsWealth manager
      Schwab 100%
      +00% 1 yr$642M
6855. 6855
      Kabr Management, LLCEnglewood, NJ · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$642M
6856. 6856
      Granite Harbor Advisors, Inc.Houston, TX · 431 clientsWealth managerWrap sponsor
      Schwab 99%
      +00% 1 yr$642M
6857. 6857
      Shakespeare Wealth Management, LLCPewaukee, WI · 312 clientsWealth manager
      Schwab 100%
      +00% 1 yr$642M
6858. 6858
      Woodward Financial Advisors, Inc.Chapel Hill, NC · 203 clientsWealth manager
      Schwab 100%
      +00% 1 yr$641M
6859. 6859
      Abacus FCF Advisors LLCOrlando, FL · 6 clientsAsset managerHybridRegional Investment Services, Inc.
      No custodian reported
      +00% 1 yr$641M
6860. 6860
      Phoenix Wealth Advisors Inc.Chapel Hill, NC · 1,592 clientsWealth managerWrap sponsorHybrid
      Raymond James 100%
      +00% 1 yr$641M
6861. 6861
      EVE PartnersPonte Vedra Beach, FL · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$641M
6862. 6862
      Single Point PartnersBoston, MA · 201 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$641M
6863. 6863
      Riverstone Advisors, LLC167 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$641M
6864. 6864
      Riggs Asset Management Co IncDallas, PA · 430 clientsWealth manager
      Schwab 100%
      +00% 1 yr$640M
6865. 6865
      MWA Financial Services, Inc.Rock Island, IL · 2,012 clientsBroker-dealer firmHybrid
      Assetmark Trust 91%
      +00% 1 yr$640M
6866. 6866
      Highland Financial Advisors, LLCWayne, NJ · 361 clientsWealth manager
      Schwab 100%
      +00% 1 yr$640M
6867. 6867
      Libra Wealth LLCLos Gatos, CA · 143 clientsWealth manager
      Schwab 100%
      +00% 1 yr$640M
6868. 6868
      The Watchman Group, Inc.Plano, TX · 266 clientsWealth manager
      Schwab 100%
      +00% 1 yr$640M
6869. 6869
      Murphy Pohlad Asset Management LLCEden Prairie, MN · 113 clientsWealth manager
      Schwab 100%
      +00% 1 yr$640M
6870. 6870
      Olympiad Research LPStamford, CT · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$640M
6871. 6871
      Concord Asset Management, LLCAbingdon, VA · 9 clientsAsset manager
      Schwab 100%
      +00% 1 yr$639M
6872. 6872
      Tcfg Investment Advisors, LLCLaguna Niguel, CA · 2,334 clientsWealth managerWrap sponsorHybridTcfg Wealth Management, LLC
      Pershing 95%
      +00% 1 yr$639M
6873. 6873
      Northeast Advisers, Inc.Paoli, PA · 376 clientsWealth manager
      Schwab 87%
      +00% 1 yr$639M
6874. 6874
      SK Wealth Management, LLCProvidence, RI · 323 clientsWealth manager
      Schwab 100%
      +00% 1 yr$639M
6875. 6875
      Bellatore Financial, Inc.The Woodlands, TX · 561 clientsWealth manager
      Schwab 100%
      +00% 1 yr$639M
6876. 6876
      Acumen Wealth Advisors, LLCChattanooga, TN · 303 clientsWealth manager
      Schwab 100%
      +00% 1 yr$638M
6877. 6877
      Colorado Capital ManagementBoulder, CO · 241 clientsWealth manager
      Schwab 100%
      +00% 1 yr$638M
6878. 6878
      Hemsley Advisors, LTD.Chicago, IL · 324 clientsWealth manager
      Schwab 100%
      +00% 1 yr$638M
6879. 6879
      Scott & Selber, Inc. Capital ManagementHouston, TX · 109 clientsWealth manager
      Schwab 100%
      +00% 1 yr$638M
6880. 6880
      Southern Capital Advisors, LLCJackson, TN · 817 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$637M