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

7601. 7601
      Gagnon Securities, LLCNew York, NY · 1,202 clientsBroker-dealer firmHybrid
      Fidelity 100%
      +00% 1 yr$530M
7602. 7602
      TC Latin America Partners LLCSan Juan, PR · 9 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$530M
7603. 7603
      Yarger Wealth Strategies, LLCWesterville, OH · 216 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$530M
7604. 7604
      Barrett & CompanyProvidence, RI · 601 clientsBroker-dealer firmHybrid
      Fidelity 100%
      +00% 1 yr$530M
7605. 7605
      Mindful Asset PlanningApple Valley, MN · 372 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$529M
7606. 7606
      Benefit Fiduciary Group LLCRichmond, VA · 47 clientsAsset manager
      Vanguard 42%Fidelity 37%
      +00% 1 yr$529M
7607. 7607
      Benedict Financial Advisors, Inc.Atlanta, GA · 321 clientsWealth managerWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$529M
7608. 7608
      Council Oak Wealth AdvisorsTulsa, OK · 378 clientsWealth manager
      Raymond James 84%
      +00% 1 yr$529M
7609. 7609
      Navigate Private Wealth, LLCDraper, UT · 1,929 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$529M
7610. 7610
      CH Global Capital Management, LLCNew York, NY · 23 clientsAsset manager
      Goldman Sachs 100%
      +00% 1 yr$529M
7611. 7611
      Caravela Energy Partners LPDarien, CT · 9 clientsPrivate fund adviser
      Goldman Sachs 67%Scotia Bank 33%
      +00% 1 yr$529M
7612. 7612
      Willow Creek FinancialSan Diego, CA · 238 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$529M
7613. 7613
      S.A. Mason, LLCHolland, MI · 282 clientsWealth manager
      Schwab 74%Fifth Third Bank 26%
      +00% 1 yr$529M
7614. 7614
      Peterson Wealth Services Inc.South Ogden, UT · 453 clientsWealth manager
      Raymond James 100%
      +00% 1 yr$529M
7615. 7615
      Measured Wealth Private Client Group, LLCRye, NH · 638 clientsWealth manager
      Schwab 100%
      +00% 1 yr$528M
7616. 7616
      BCR Wealth StrategiesVestavia, AL · 362 clientsWealth manager
      Pershing 100%
      +00% 1 yr$528M
7617. 7617
      Strength Capital Partners, LLCBirmingham, MI · 12 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$528M
7618. 7618
      Archean Capital Partners II, L.L.C.Newtown Square, PA · 3 clientsPrivate fund adviserAffiliated broker-dealer
      No custodian reported
      +00% 1 yr$528M
7619. 7619
      Cura Wealth Advisors, LLCChicago, IL · 172 clientsWealth manager
      Schwab 100%
      +00% 1 yr$528M
7620. 7620
      Rosecap Investment Advisors, LLCGrand Junction, CO · 747 clientsWealth manager
      Schwab 100%
      +00% 1 yr$528M
7621. 7621
      Noble Family WealthClearwater, FL · 124 clientsWealth manager
      Pershing 100%
      +00% 1 yr$527M
7622. 7622
      Axon Capital LPNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$527M
7623. 7623
      Sophron Capital ManagementSummit, NJ · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$527M
7624. 7624
      Hvpf Manager II, LLCNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$527M
7625. 7625
      Compass Financial Advisory Services, LLCOrmond Beach, FL · 1,031 clientsWealth managerWrap sponsor
      Pershing 100%
      +00% 1 yr$527M
7626. 7626
      Ariston Services Group, LLCSan Diego, CA · 70 clientsWealth manager
      Schwab 100%
      +00% 1 yr$527M
7627. 7627
      Compass Group Investments Solutions LLCMiami, FL · 148 clientsWealth managerPublic-company ownedHybridCG Compass (USA) LLC, clears through Pershing
      Brown Brothers Harriman & 49%Pershing 37%
      +00% 1 yr$527M
7628. 7628
      Retirement Wellness GroupPasadena, CA · 83 clientsAsset manager
      No custodian reported
      +00% 1 yr$527M
7629. 7629
      Constellation Asset ManagementSao Paulo, Brazil · 40 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$526M
7630. 7630
      Aurdan Capital Management, LLCWayne, PA · 423 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$526M
7631. 7631
      One BOW River Advisers, LLC.Colorado Springs, CO · 1 clientsPrivate fund adviserHybrid
      No custodian reported
      +00% 1 yr$526M
7632. 7632
      Graybill Wealth Management, LTD.Elmhurst, IL · 269 clientsWealth manager
      Fidelity 78%Schwab 22%
      +00% 1 yr$526M
7633. 7633
      Gold Investment Management LTD.Edmonton, Canada · 965 clientsWealth manager
      Aviso Financial 79%
      +00% 1 yr$526M
7634. 7634
      Macquarie Asset Management Credit Advisers US, LLCNew York, NY · 8 clientsPrivate fund adviserHybridMacquarie Capital (USA) Inc., Macquarie Infrastructure and Real Assets (sales) Canada LTD
      J.P. Morgan 100%
      +00% 1 yr$526M
7635. 7635
      Bostonpremier WealthHingham, MA · 754 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$525M
7636. 7636
      Core PlanningOfallon, MO · 867 clientsWealth manager
      Schwab 57%Altruist 43%
      +00% 1 yr$525M
7637. 7637
      5th Street Advisors, LLCSouthport, CT · 222 clientsWealth manager
      Fidelity 78%Schwab 22%
      +00% 1 yr$524M
7638. 7638
      Essential Planning, LLCPortsmouth, NH · 573 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$524M
7639. 7639
      Reify Wealth Advisors, Inc.Indianapolis, IN · 247 clientsWealth manager
      Schwab 100%
      +00% 1 yr$524M
7640. 7640
      Mowery & Schoenfeld Wealth Management, LLCLincolnshire, IL · 180 clientsWealth manager
      Fidelity Distributors Company 100%
      +00% 1 yr$524M