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

8801. 8801
      Waterford Advisors, LLCOrchard Park, NY · 351 clientsWealth manager
      Schwab 100%
      +00% 1 yr$399M
8802. 8802
      Stonecrest Advisors, Inc.Austin, TX · 477 clientsAsset managerHybridStonecrest Capital Markets, Inc., Winlo Management Group, LLC, clears through Pershing
      Pershing 100%
      +00% 1 yr$399M
8803. 8803
      Midwest Heritage Financial AdvisorsWest Des Moines, IA · 334 clientsWealth managerBank-affiliatedHybrid
      Schwab 100%
      +00% 1 yr$399M
8804. 8804
      Revitate Fund Advisor LLCNewport Beach, CA · 13 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$399M
8805. 8805
      Lester Financial Group, LLCChampaign, IL · 784 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$399M
8806. 8806
      Mighty Oak Strong America Investment CompanyMechanicsburg, PA · 176 clientsWealth manager
      Fidelity Distributors Company 100%
      +00% 1 yr$398M
8807. 8807
      Tactical Infrastructure PartnersNew York, NY · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$398M
8808. 8808
      Luminvest Wealth Management LLCScottsdale, AZ · 140 clientsWealth manager
      Schwab 41%Altruist 37%Vanguard 22%
      +00% 1 yr$398M
8809. 8809
      Diadema Partners LPMorristown, NJ · 6 clientsPrivate fund adviser
      Morgan Stanley 100%
      +00% 1 yr$398M
8810. 8810
      Concord Investment CounselIrvine, CA · 207 clientsWealth manager
      Schwab 100%
      +00% 1 yr$398M
8811. 8811
      Prometheus Capital Management Corp.Yardley, PA · 270 clientsWealth manager
      Schwab 100%
      +00% 1 yr$398M
8812. 8812
      Raleigh Capital Management Inc.Cary, NC · 470 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$398M
8813. 8813
      Oars CapitalDillsburg, PA · 158 clientsWealth manager
      No custodian reported
      +00% 1 yr$398M
8814. 8814
      Longshore Capital PartnersChicago, IL · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$398M
8815. 8815
      Perennial Advisors Group, LLCWestford, MA · 191 clientsWealth manager
      Schwab 100%
      +00% 1 yr$397M
8816. 8816
      Financial CoachWest Chester, PA · 253 clientsWealth manager
      Schwab 100%
      +00% 1 yr$397M
8817. 8817
      Bayard Asset Management LLCPrinceton, NJ · 5 clientsAsset manager
      J.P. Morgan 47%State Street 33%
      +00% 1 yr$397M
8818. 8818
      Iams Wealth Management, LLCOmaha, NE · 1,633 clientsWealth managerHybridAmerican Elm Distribution Partners, LLC
      Schwab 100%
      +00% 1 yr$397M
8819. 8819
      Webb Financial GroupBloomington, MN · 673 clientsWealth manager
      Schwab 66%Fidelity Distributors Company 34%
      +00% 1 yr$397M
8820. 8820
      Sagebroadview Wealth Management, LLCFarmington, CT · 148 clientsWealth manager
      Schwab 58%Altruist 42%
      +00% 1 yr$397M
8821. 8821
      LDR Capital Management, LLCNew York, NY · 28 clientsAsset manager
      Merrill / Bank of America 44%Schwab 30%BNY 26%
      +00% 1 yr$397M
8822. 8822
      Beacon Financial Planning, IncHyannis, MA · 316 clientsWealth manager
      Schwab 100%
      +00% 1 yr$397M
8823. 8823
      Centennial Wealth Advisory, LLCTraverse City, MI · 1,354 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$397M
8824. 8824
      Settanni Financial LLCArmonk, NY · 160 clientsWealth manager
      Schwab 100%
      +00% 1 yr$397M
8825. 8825
      Goodwin Investment AdvisoryWoodstock, GA · 402 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$397M
8826. 8826
      Howard Wealth Management, LLC248 clientsWealth manager
      Schwab 100%
      +00% 1 yr$397M
8827. 8827
      Anabranch Capital Management, LPStamford, CT · 4 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$397M
8828. 8828
      Miramontes Capital, LLCNewport Beach, CA · 744 clientsWealth managerWrap sponsorHybridBalanced Security Planning, Inc.
      Schwab 100%
      +00% 1 yr$397M
8829. 8829
      New Insight Wealth AdvisorsSan Ramon, CA · 375 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$397M
8830. 8830
      Sara-Bay Financial Corp.Sarasota, FL · 324 clientsWealth manager
      Schwab 100%
      +00% 1 yr$397M
8831. 8831
      Visionary Horizons, LLCKnoxville, TN · 709 clientsWealth managerHybrid
      Schwab 89%
      +00% 1 yr$397M
8832. 8832
      Smedley Financial Services IncSalt Lake City, UT · 855 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$397M
8833. 8833
      Matterhorn Capital Advisors, LLCWest Conshohocken, PA · 2 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$396M
8834. 8834
      Fortune Wealth Management, LLCDallas, TX · 201 clientsWealth manager
      No custodian reported
      +00% 1 yr$396M
8835. 8835
      Family Wealth Advisory Group, LLCCincinnati, OH · 219 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$396M
8836. 8836
      Kirtland Financial Management, Inc.Coral Gables, FL · 201 clientsWealth managerHybrid
      Raymond James 100%
      +00% 1 yr$396M
8837. 8837
      The Visualize Group LPNew York, NY · 3 clientsPrivate fund adviser
      Goldman Sachs 55%Morgan Stanley 45%
      +00% 1 yr$396M
8838. 8838
      West Ridge AdvisorsHenderson, NV · 744 clientsAsset manager
      Schwab 46%Fidelity 35%
      +00% 1 yr$396M
8839. 8839
      Diastole Wealth ManagementGuilford, CT · 275 clientsWealth manager
      Schwab 100%
      +00% 1 yr$396M
8840. 8840
      Lesjak Planning, LLCWestlake, OH · 376 clientsWealth manager
      Schwab 100%
      +00% 1 yr$396M