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

6961. 6961
      SPP Management Services, LLCCharlotte, NC · 29 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$624M
6962. 6962
      Kelly Financial Services LLCBraintree, MA · 1,401 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$624M
6963. 6963
      Dhjj Financial AdvisorsNaperville, IL · 431 clientsWealth manager
      Schwab 100%
      +00% 1 yr$623M
6964. 6964
      FCA CorpHouston, TX · 183 clientsWealth manager
      Schwab 54%Fidelity 46%
      +00% 1 yr$623M
6965. 6965
      Neumann Advisory Hong Kong LimitedHong Kong, Hong Kong · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$623M
6966. 6966
      L2 Point Management LLCSan Francisco, CA · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$622M
6967. 6967
      Shoten Capital LPAustin, TX · 4 clientsPrivate fund adviser
      Morgan Stanley 75%Goldman Sachs 25%
      +00% 1 yr$622M
6968. 6968
      Hapanowicz FinancialPittsburgh, PA · 652 clientsWealth manager
      LPL Financial 100%
      +00% 1 yr$622M
6969. 6969
      Staple Street CapitalNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$622M
6970. 6970
      Mirabilis Management Company LLC9 clientsAsset manager
      No custodian reported
      +00% 1 yr$622M
6971. 6971
      Gatewood Capital Management LLCNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$622M
6972. 6972
      H Financial ManagementCanonsburg, PA · 557 clientsWealth managerHybrid
      Fidelity Investments 100%
      +00% 1 yr$622M
6973. 6973
      Avalan, LLCSanta Barbara, CA · 319 clientsWealth manager
      Fidelity 86%
      +00% 1 yr$622M
6974. 6974
      12th Street Asset ManagementNashville, TN · 522 clientsAsset manager
      U.S. Bancorp Investments 52%
      +00% 1 yr$622M
6975. 6975
      Aviso Wealth ManagementBellevue, WA · 929 clientsWealth managerHybrid
      Schwab 67%Fidelity 33%
      +00% 1 yr$621M
6976. 6976
      Oak Family Advisors, LLCChicago, IL · 203 clientsWealth manager
      Schwab 100%
      +00% 1 yr$621M
6977. 6977
      Parallaxes CapitalLos Angeles, CA · 14 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$621M
6978. 6978
      Altus Wealth Group, LLCColorado Springs, CO · 791 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$620M
6979. 6979
      Capital Advisers, Inc.Raleigh, NC · 723 clientsWealth manager
      Schwab 89%
      +00% 1 yr$620M
6980. 6980
      BNA WealthRock Hill, SC · 542 clientsWealth managerPublic-company ownedHybrid
      Schwab 100%
      +00% 1 yr$620M
6981. 6981
      Corus Family Wealth Advisors, Inc.McKinney, TX · 133 clientsWealth manager
      Schwab 100%
      +00% 1 yr$620M
6982. 6982
      Red Arts Capital Management, LLCChicago, IL · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$619M
6983. 6983
      Innovative Capital Advisors, LLCChicago, IL · 25 clientsAsset manager
      No custodian reported
      +00% 1 yr$619M
6984. 6984
      Alpha Financial Advisors, LLCCharlotte, NC · 259 clientsWealth manager
      Schwab 100%
      +00% 1 yr$619M
6985. 6985
      Banner Capital Management, LLCLehi, UT · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$619M
6986. 6986
      Blue Ocean CapitalWest Palm Beach, FL · 168 clientsWealth manager
      Schwab 100%
      +00% 1 yr$619M
6987. 6987
      Tactive Advisors, LLCSarasota, FL · 1,568 clientsWealth managerHybrid
      Schwab 84%
      +00% 1 yr$619M
6988. 6988
      Tri-Ad Capital Management I, LLCEscondido, CA · 43 clientsAsset manager
      Schwab 79%
      +00% 1 yr$619M
6989. 6989
      Meritas Wealth Management, LLCSan Rafael, CA · 335 clientsWealth manager
      Schwab 100%
      +00% 1 yr$619M
6990. 6990
      Sancus Capital Management LPLos Angeles, CA · 5 clientsAsset manager
      State Street 100%
      +00% 1 yr$619M
6991. 6991
      Alexander Labrunerie & Co., Inc.Columbia, MO · 1,186 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$619M
6992. 6992
      White Oaks Wealth Advisors, Inc.Minneapolis, MN · 219 clientsWealth manager
      Schwab 99%
      +00% 1 yr$618M
6993. 6993
      Wheeler Retirement Plans LLCDuluth, MN · 78 clientsAsset manager
      The Standard 36%Ascensus 24%Fidelity 22%
      +00% 1 yr$618M
6994. 6994
      Steadtrust654 clientsWealth managerHybrid
      Fidelity 71%SEI 29%
      +00% 1 yr$618M
6995. 6995
      Rivermont Capital Management LPNew York, NY · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$618M
6996. 6996
      Hubbell Strickland Wealth Management, LLCNew Orleans, LA · 505 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$618M
6997. 6997
      Regis Metro Associates, Inc.San Francisco, CA · 35 clientsWealth manager
      No custodian reported
      +00% 1 yr$618M
6998. 6998
      Capital Planning, LLCBellevue, WA · 296 clientsWealth manager
      Schwab 100%
      +00% 1 yr$618M
6999. 6999
      Saling Wealth AdvisorsLouisville, KY · 230 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$618M
7000. 7000
      DI Investment Management LPDallas, TX · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$618M