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

10121. 10121
       Mack Investment Securities, Inc.Northfield, IL · 673 clientsBroker-dealer firmHybrid
       Axos 76%SEI 24%
       +00% 1 yr$303M
10122. 10122
       Unconventional Investor, LLC88 clientsWealth manager
       Schwab 100%
       +00% 1 yr$303M
10123. 10123
       Harbour Point CapitalDarien, CT · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$302M
10124. 10124
       Access Financial Group, Inc.Chicago, IL · 314 clientsBroker-dealer firmHybrid
       Raymond James 100%
       +00% 1 yr$302M
10125. 10125
       Summit Group Retirement Planners, Inc.Exton, PA · 247 clientsAsset managerHybrid
       Fidelity 46%LPL Financial 23%
       +00% 1 yr$302M
10126. 10126
       Cypress Investment Management, LLCOakbrook Terrace, IL · 127 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$302M
10127. 10127
       FAI Advisors, Inc.Farmington Hills, MI · 370 clientsWealth manager
       SEI 100%
       +00% 1 yr$302M
10128. 10128
       Core FinancialEl Segundo, CA · 129 clientsWealth managerWrap sponsor
       Fidelity 53%Schwab 38%
       +00% 1 yr$302M
10129. 10129
       Massachusetts Wealth Management, LLCNorth Andover, MA · 324 clientsWealth manager
       Fidelity 77%Schwab 23%
       +00% 1 yr$301M
10130. 10130
       Praxis Capital Management LLCChicago, IL · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$301M
10131. 10131
       Blue Diamond Capital Investment AdvisorsProvo, UT · 10 clientsWealth manager
       No custodian reported
       +00% 1 yr$301M
10132. 10132
       Seneschal Family OfficeTacoma, WA · 227 clientsWealth manager
       Schwab 100%
       +00% 1 yr$301M
10133. 10133
       BAC Capital Advisors LLCSeattle, WA · 38 clientsAsset manager
       Schwab 94%
       +00% 1 yr$301M
10134. 10134
       Parsow Management LLC1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$301M
10135. 10135
       FFP Wealth Management, LLCCoon Rapids, MN · 317 clientsWealth manager
       Schwab 50%Fidelity Distributors Company 50%
       +00% 1 yr$301M
10136. 10136
       Kinloch Capital, LLCGlen Allen, VA · 185 clientsWealth manager
       Schwab 100%
       +00% 1 yr$301M
10137. 10137
       Concord Management Services, LLCSummit, NJ · 7 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$301M
10138. 10138
       Innovahealth PartnersNew York, NY · 16 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$301M
10139. 10139
       Headway WealthDurham, United Kingdom · 599 clientsWealth manager
       AJ Bell 100%
       +00% 1 yr$301M
10140. 10140
       RetirableNew York, NY · 2,210 clientsWealth manager
       Altruist 100%
       +00% 1 yr$301M
10141. 10141
       Johnson Financial AdvisorsTempe, AZ · 297 clientsWealth managerHybrid
       Fidelity 100%
       +00% 1 yr$301M
10142. 10142
       Triveni Capital Investments LPStamford, CT · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$301M
10143. 10143
       Vital Wealth Management, LLCRosemont, IL · 300 clientsWealth manager
       Schwab 100%
       +00% 1 yr$301M
10144. 10144
       Castle Ridge Asset Management LimitedToronto, Ontario, Canada · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$301M
10145. 10145
       Trunorth AdvisorsGreenville, SC · 1,107 clientsWealth manager
       Schwab 100%
       +00% 1 yr$301M
10146. 10146
       Pl3 Capital LPSunny Isles Beach, FL · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$301M
10147. 10147
       Cauble & Harre Wealth Management, Inc.St. Louis, MO · 106 clientsWealth manager
       Fidelity 77%Schwab 23%
       +00% 1 yr$301M
10148. 10148
       Transition Financial Advisors Group, LLC149 clientsWealth manager
       Schwab 76%National Bank Independent Network 24%
       +00% 1 yr$301M
10149. 10149
       Lifeinvest Wealth Management, LTDMiami, FL · 261 clientsWealth managerHybrid
       Pershing 65%
       +00% 1 yr$301M
10150. 10150
       Mica Creek Capital LLCSteamboat Springs, CO · 4 clientsAsset manager
       UMB Bank, N.A. Capital Markets Division 100%
       +00% 1 yr$301M
10151. 10151
       Pinnacle Capital Management, LLCEast Syracuse, NY · 511 clientsWealth managerHybridPinnacle Investments, LLC
       Wells Fargo 100%
       +00% 1 yr$300M
10152. 10152
       Wellspring GBL, LLCNew York, NY · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$300M
10153. 10153
       Stangier Wealth ManagementClackamas, OR · 496 clientsWealth manager
       Axos 100%
       +00% 1 yr$300M
10154. 10154
       Summit Place Financial Advisors, LLCSummit, NJ · 59 clientsWealth manager
       Schwab 100%
       +00% 1 yr$300M
10155. 10155
       Westwood Wealth ManagementLos Angeles, CA · 130 clientsWealth manager
       LPL Financial 100%
       +00% 1 yr$300M
10156. 10156
       Capital Wealth Alliance, LLCScottsdale, AZ · 348 clientsWealth managerHybrid
       Raymond James 100%
       +00% 1 yr$300M
10157. 10157
       Wealth Advisors Network, Inc.Hastings, NE · 494 clientsWealth managerHybrid
       Fidelity 90%
       +00% 1 yr$300M
10158. 10158
       Deepwork Capital, LLCOrlando, FL · 9 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$300M
10159. 10159
       Krensavage Asset Management, LLCNew York, NY · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$300M
10160. 10160
       Cloud Capital ManagementSeattle, WA · 131 clientsWealth manager
       Schwab 100%
       +00% 1 yr$300M