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

8721. 8721
      Palogic Value Management, L.P.Dallas, TX · 66 clientsWealth managerWrap sponsor
      Raymond James 100%
      +00% 1 yr$406M
8722. 8722
      Northland Asset ManagementMinneapolis, MN · 875 clientsBroker-dealer firmHybrid
      Pershing 100%
      +00% 1 yr$405M
8723. 8723
      Orbis Investment Management (u.s.), L.P.San Francisco, CA · 2 clientsPrivate fund adviserHybridAllan Gray Australia PTY Limited, Allan Gray International Proprietary Limited
      No custodian reported
      +00% 1 yr$405M
8724. 8724
      Goodhaven Capital ManagementMillburn, NJ · 75 clientsAsset manager
      Fidelity 100%
      +00% 1 yr$405M
8725. 8725
      Evergreen Wealth Partners LLCKalispell, MT · 718 clientsWealth managerWrap sponsor
      LPL Financial 100%
      +00% 1 yr$405M
8726. 8726
      Altus Wealth Management, LLCFt. Mitchell, KY · 286 clientsWealth manager
      Schwab 100%
      +00% 1 yr$405M
8727. 8727
      Covara Capital, LLCNew York, NY · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$405M
8728. 8728
      Focusgrowth Asset Management, LPNew York, NY · 8 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$405M
8729. 8729
      Triton Wealth Management, PLLCSun City, AZ · 853 clientsWealth manager
      Schwab 100%
      +00% 1 yr$405M
8730. 8730
      LotusOrlando, FL · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$405M
8731. 8731
      QP Wealth Management, LLCBoca Raton, FL · 121 clientsWealth manager
      Pershing 100%
      +00% 1 yr$405M
8732. 8732
      Core Wealth Management, Inc.Jupiter, FL · 291 clientsWealth manager
      Schwab 100%
      +00% 1 yr$405M
8733. 8733
      Long Angle Management, LLCDover, DE · 59 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$405M
8734. 8734
      Arena Private WealthChicago, IL · 237 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$405M
8735. 8735
      Kanen Wealth Management LLCCoconut Creek, FL · 255 clientsAsset manager
      Schwab 100%
      +00% 1 yr$405M
8736. 8736
      CRE Venture Capital, Inc.Mahwah, NJ · 31 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$405M
8737. 8737
      Excel Financial, LLCRed Wing, MN · 416 clientsWealth manager
      Schwab 77%Fidelity Distributors Company 23%
      +00% 1 yr$404M
8738. 8738
      MB GEN WealthSpokane, WA · 123 clientsWealth manager
      Fidelity 70%Schwab 30%
      +00% 1 yr$404M
8739. 8739
      S Harris Financial Group, LLCSan Antonio, TX · 247 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$404M
8740. 8740
      Dupree Financial Group, LLCLexington, KY · 825 clientsWealth manager
      Fidelity 94%
      +00% 1 yr$404M
8741. 8741
      Fee-Only Financial Planning, L.C.141 clientsWealth manager
      Schwab 100%
      +00% 1 yr$404M
8742. 8742
      NamcoaMooresville, NC · 584 clientsAsset manager
      Ascensus Trust 40%LPL Financial 37%Empower Financial Services 23%
      +00% 1 yr$404M
8743. 8743
      Westbeck Capital Management LLPLondon, England, United Kingdom · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$404M
8744. 8744
      Axiom Financial Strategies Group, LLCNew Albany, IN · 575 clientsWealth managerWrap sponsorHybrid
      Wells Fargo 100%
      +00% 1 yr$404M
8745. 8745
      HFM Investment Advisors, LLCGlassboro, NJ · 580 clientsWealth manager
      Schwab 100%
      +00% 1 yr$404M
8746. 8746
      Cloud Investments, LLCHuntsville, AL · 995 clientsWealth manager
      Fidelity Distributors Company 100%
      +00% 1 yr$404M
8747. 8747
      Charter Oak Advisors LPNew York, NY · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$404M
8748. 8748
      Mainsail Financial GroupBellevue, WA · 426 clientsWealth manager
      Schwab 75%Fidelity 25%
      +00% 1 yr$404M
8749. 8749
      Alexander Randolph Advisory IncMcLean, VA · 139 clientsWealth manager
      Schwab 100%
      +00% 1 yr$404M
8750. 8750
      A.G. Campbell Advisory, LLCBaltimore, MD · 67 clientsWealth manager
      Schwab 100%
      +00% 1 yr$404M
8751. 8751
      Tilia Fiduciary Partners, Inc.Wilmington, NC · 356 clientsWealth manager
      Schwab 100%
      +00% 1 yr$404M
8752. 8752
      MAD River InvestorsBoston, MA · 101 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$404M
8753. 8753
      Hidden Cove Wealth ManagementBainbridge Island, WA · 322 clientsWealth manager
      Schwab 100%
      +00% 1 yr$404M
8754. 8754
      Brown Edwards Wealth StrategiesLynchburg, VA · 217 clientsWealth manager
      Schwab 91%
      +00% 1 yr$403M
8755. 8755
      Forum Private Client GroupFishers, IN · 635 clientsWealth managerBank-affiliated
      Fidelity 100%
      +00% 1 yr$403M
8756. 8756
      Sweeney Financial AdvisorsBedford, NH · 258 clientsWealth manager
      Schwab 100%
      +00% 1 yr$403M
8757. 8757
      TFR CapitalPlano, TX · 267 clientsWealth manager
      Schwab 100%
      +00% 1 yr$403M
8758. 8758
      Legacy Investment Partners, LLCOverland Park, KS · 223 clientsWealth managerWrap sponsor
      Fidelity Distributors Company 100%
      +00% 1 yr$403M
8759. 8759
      Borer Denton & Associates, Inc.Blue Bell, PA · 218 clientsWealth managerHybrid
      Pershing 100%
      +00% 1 yr$403M
8760. 8760
      Carnegie Lake Advisors LLCPrinceton, NJ · 213 clientsWealth manager
      Schwab 100%
      +00% 1 yr$403M