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

9481. 9481
      Crescent Advisor Group, Inc.Plano, TX · 228 clientsWealth managerHybridCrescent Securities Group, Inc.
      Schwab 100%
      +00% 1 yr$344M
9482. 9482
      Guinness Atkinson Asset Management, Inc.Pasadena, CA · 1 clientsAsset manager
      No custodian reported
      +00% 1 yr$344M
9483. 9483
      Bell Asset Management USA Inc2 clientsPrivate fund adviserAffiliated broker-dealerBell Potter Securities (US) LLC, Bell Potter Securities Limited
      No custodian reported
      +00% 1 yr$344M
9484. 9484
      L. C. Bhandari & Co.Asset manager
      John Hancock Variable Life Insurance 66%Pruco Life Insurance 34%
      +00% 1 yr$344M
9485. 9485
      Kellett Wealth Advisors, LLCCincinnati, OH · 465 clientsWealth manager
      Schwab 100%
      +00% 1 yr$344M
9486. 9486
      Prospera Capital Management, LLC44 clientsWealth manager
      Vanguard 99%
      +00% 1 yr$344M
9487. 9487
      The Clark Group Asset ManagementDana Point, CA · 469 clientsWealth manager
      Schwab 100%
      +00% 1 yr$344M
9488. 9488
      Bourne Lent Asset Managament, Inc.Pawling, NY · 83 clientsWealth manager
      Fidelity 59%Raymond James 41%
      +00% 1 yr$344M
9489. 9489
      Cambrian Capital Management, L.L.C.Newtown Square, PA · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$344M
9490. 9490
      Safe Harbor Capital PartnersCoconut Grove, FL · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$344M
9491. 9491
      Pathfinder 360 Managementco, LLCMinnetonka, MN · 3 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$344M
9492. 9492
      Garden City Management, LLCCharlotte, NC · 5 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$344M
9493. 9493
      Attessa Capital LLCTucson, AZ · 246 clientsWealth manager
      Schwab 100%
      +00% 1 yr$344M
9494. 9494
      M Group448 clientsAsset managerHybrid
      Schwab 48%Ascensus Broker Dealer Services 48%
      +00% 1 yr$344M
9495. 9495
      Formula Growth LimitedMontreal, Canada · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$343M
9496. 9496
      Formula Growth Management CorpNew York, NY · 7 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$343M
9497. 9497
      Victrix Investment AdvisorsStuart, FL · 450 clientsWealth manager
      Schwab 100%
      +00% 1 yr$343M
9498. 9498
      Vertrix Wealth Management, LLCTroy, MI · 293 clientsWealth manager
      Schwab 100%
      +00% 1 yr$343M
9499. 9499
      Coordinated Financial Planning CorpCincinnati, OH · 367 clientsWealth manager
      Schwab 100%
      +00% 1 yr$343M
9500. 9500
      Martha's Vineyard Investment Advisors, LLCWest Tisbury, MA · 371 clientsWealth managerBank-affiliatedHybrid
      Martha's Vineyard Bank 100%
      +00% 1 yr$343M
9501. 9501
      Williams & Novak Wealth Management, LLCWestlake Village, CA · 285 clientsWealth managerHybrid
      Fidelity 100%
      +00% 1 yr$343M
9502. 9502
      Capstone Investment GroupOlympia, WA · 819 clientsWealth managerHybridPurshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity)
      Schwab 52%Raymond James 48%
      +00% 1 yr$343M
9503. 9503
      Ballast Financial Advisors, LLCWest Chester, PA · 607 clientsWealth manager
      Schwab 100%
      +00% 1 yr$343M
9504. 9504
      Augment Advisors, LLCAustin, TX · 1 clientsPrivate fund adviserHybridAugment Capital, LLC, Tcfg Wealth Management, LLC
      No custodian reported
      +00% 1 yr$343M
9505. 9505
      Matune Basile AdvisorsHermitage, PA · 264 clientsWealth manager
      Schwab 100%
      +00% 1 yr$343M
9506. 9506
      Diameter DCF Advisor LLCNew York, NY · 1 clientsAsset manager
      No custodian reported
      +00% 1 yr$343M
9507. 9507
      Athena Investment Management102 clientsWealth manager
      Schwab 100%
      +00% 1 yr$342M
9508. 9508
      William Howard & Co. Financial Advisors, Inc.Memphis, TN · 176 clientsWealth manager
      Schwab 100%
      +00% 1 yr$342M
9509. 9509
      M3 Advisory Group, LLC341 clientsWealth manager
      Fidelity 100%
      +00% 1 yr$342M
9510. 9510
      Legacy Beyond Wealth LLC14 clientsAsset manager
      Merrill / Bank of America 40%J.P. Morgan 36%Pershing 24%
      +00% 1 yr$342M
9511. 9511
      Chicago Atlantic BDC Advisers, LLCNew York, NY · 1 clientsAsset managerAffiliated broker-dealerStoneliving Securities, LLC
      No custodian reported
      +00% 1 yr$342M
9512. 9512
      Eaglebrook AdvisorsNew York, NY · 159 clientsAsset manager
      Gemini Trust Company 100%
      +00% 1 yr$342M
9513. 9513
      Boyle CapitalWest Des Moines, IA · 423 clientsWealth managerWrap sponsor
      Schwab 100%
      +00% 1 yr$342M
9514. 9514
      Steelhead Wealth ManagementGlen Allen, VA · 280 clientsWealth manager
      Schwab 100%
      +00% 1 yr$342M
9515. 9515
      J. Hagan Capital, Inc.Louisville, KY · 876 clientsWealth manager
      Schwab 85%
      +00% 1 yr$342M
9516. 9516
      Second 50 FinancialManhattan Beach, CA · 156 clientsWealth manager
      Schwab 100%
      +00% 1 yr$342M
9517. 9517
      Petros Family Wealth, LLCBloomington, MN · 533 clientsWealth managerWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$342M
9518. 9518
      Astra Capital Management LLCWashington, DC · 6 clientsPrivate fund adviser
      No custodian reported
      +00% 1 yr$342M
9519. 9519
      Ergawealth Advisors, Inc.Oak Brook, IL · 415 clientsWealth managerHybrid
      Schwab 100%
      +00% 1 yr$342M
9520. 9520
      Dhody Investment GroupMiami Beach, FL · 22 clientsPrivate fund adviser
      Raymond James 100%
      +00% 1 yr$341M