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

8321. 8321
      Credit Capital InvestmentsLivingston, NJ · 23 clientsPrivate fund adviser
      BNY 50%Raymond James 50%
      +00% 1 yr$444M
8322. 8322
      Hamilton Capital Partners, LLCAtlanta, GA · 218 clientsWealth manager
      LPL Financial 88%
      +00% 1 yr$444M
8323. 8323
      Sumitomo Mitsui DS Asset Management (singapore) PTE. LTD.Singapore, Singapore · 1 clientsPrivate fund adviserAffiliated broker-dealerSmbc Nikko Securities Inc.
      No custodian reported
      +00% 1 yr$444M
8324. 8324
      O'boyle Wealth Management, Inc.Beverly Hills, CA · 410 clientsWealth managerWrap sponsor
      Fidelity 85%
      +00% 1 yr$444M
8325. 8325
      Carolina Qualified Retirement Plan Advisers, LLC45 clientsAsset manager
      Ascensus Broker Dealer Services 75%
      +00% 1 yr$444M
8326. 8326
      Social Leverage Advisors, LLCScottsdale, AZ · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$444M
8327. 8327
      Pavion Blue Capital, LLCNewport Beach, CA · 172 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$444M
8328. 8328
      Lumbard & Kellner, LLCHollis, NH · 321 clientsWealth manager
      U.S. Bank 75%Schwab 25%
      +00% 1 yr$444M
8329. 8329
      Stone Summit Wealth LLC231 clientsWealth manager
      Schwab 100%
      +00% 1 yr$444M
8330. 8330
      Invista AdvisorsMontgomery, AL · 721 clientsWealth managerHybrid
      LPL Financial 100%
      +00% 1 yr$444M
8331. 8331
      Candace Shira Associates, LLCPittsford, NY · 434 clientsWealth manager
      Schwab 100%
      +00% 1 yr$443M
8332. 8332
      Hedgeye Asset Management, LLCStamford, CT · 6 clientsAsset manager
      No custodian reported
      +00% 1 yr$443M
8333. 8333
      Bright Road Wealth Management, LLCAnchorage, AK · 622 clientsWealth manager
      Schwab 100%
      +00% 1 yr$443M
8334. 8334
      Financial FreedomCincinnati, OH · 114 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$443M
8335. 8335
      Members Advisory Group, LLCWilliamsville, NY · 906 clientsWealth manager
      Schwab 100%
      +00% 1 yr$443M
8336. 8336
      Greykasell Wealth Strategies, Inc.Danville, CA · 124 clientsWealth manager
      Fidelity 79%
      +00% 1 yr$443M
8337. 8337
      Inland Advisory Services, LLCOak Brook, IL · 1 clientsAsset managerAffiliated broker-dealerInland Securities Corporation
      No custodian reported
      +00% 1 yr$443M
8338. 8338
      Selkirk Management, LLCChatham, NJ · 1 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$443M
8339. 8339
      Spiegelman Wealth Management, Inc.Walnut Creek, CA · 183 clientsWealth managerWrap sponsor
      Fidelity 100%
      +00% 1 yr$443M
8340. 8340
      Ulland Investment Advisors, LLCMinneapolis, MN · 211 clientsWealth manager
      Schwab 100%
      +00% 1 yr$443M
8341. 8341
      Luminus Management, LLCHouston, TX · 10 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$443M
8342. 8342
      James R. Martin Consulting, IncVancouver, WA · 226 clientsWealth manager
      Schwab 100%
      +00% 1 yr$443M
8343. 8343
      Lifesteps FinancialClaremont, CA · 680 clientsWealth manager
      Schwab 100%
      +00% 1 yr$443M
8344. 8344
      Money Management Services IncBirmingham, AL · 522 clientsWealth managerBank-affiliated
      Pershing 100%
      +00% 1 yr$443M
8345. 8345
      SWS Partners, LLCColumbus, OH · 157 clientsWealth manager
      Schwab 100%
      +00% 1 yr$443M
8346. 8346
      East Bridge Capital Management LPBoston, MA · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$442M
8347. 8347
      Figure Investment Advisors, LLCSan Francisco, CA · 5 clientsAsset managerHybridFigure Securities, Inc.
      No custodian reported
      +00% 1 yr$442M
8348. 8348
      Oak Harbor Capital, LLCLas Vegas, NV · 18 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$442M
8349. 8349
      Ikalon Advisors LLCMiami, FLAsset manager
      Goldman Sachs 56%J.P. Morgan 22%
      +00% 1 yr$442M
8350. 8350
      Landmark Wealth Management, LLCMelville, NY · 296 clientsWealth manager
      Schwab 100%
      +00% 1 yr$442M
8351. 8351
      Durational Capital Management LPNew York, NY · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$442M
8352. 8352
      Ovata Capital Management LLCHong Kong, Hong Kong · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$442M
8353. 8353
      MeridianaCoral Gables, FL · 10 clientsWealth manager
      Merrill / Bank of America 27%Banco Santander 27%J.P. Morgan 25%
      +00% 1 yr$442M
8354. 8354
      Templeton Financial Services Inc.Chandler, AZ · 315 clientsWealth manager
      No custodian reported
      +00% 1 yr$442M
8355. 8355
      Paradigm Asset ManagementWhite Plains, NY · 7 clientsAsset manager
      State Street 42%BNY 27%
      +00% 1 yr$442M
8356. 8356
      Artemis Capital PartnersBoston, MA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$442M
8357. 8357
      Destiny Advisors LLCAustin, TX · 1 clientsAsset manager
      No custodian reported
      +00% 1 yr$441M
8358. 8358
      North Island VenturesNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$441M
8359. 8359
      Ardan Equity Partners, LLCWest Palm Beach, FL · 11 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$441M
8360. 8360
      Rise Advisors, LLCRochester, NY · 472 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$441M