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

10161. 10161
       Spreng Capital Management, Inc.Bucyrus, OH · 944 clientsWealth manager
       Schwab 100%
       +00% 1 yr$300M
10162. 10162
       Optimum Financial Services, LLCJackson, MS · 242 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$300M
10163. 10163
       Guardian Wealth Advisors, LLCSt Louis Park, MN · 260 clientsWealth manager
       Schwab 100%
       +00% 1 yr$300M
10164. 10164
       Azzendo Wealth AdvisorsCoral Gables, FL · 245 clientsWealth manager
       Schwab 100%
       +00% 1 yr$300M
10165. 10165
       Birchcreek Wealth Management, LLCMiami Township, OH · 198 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$300M
10166. 10166
       Monterey WealthAtlanta, GA · 157 clientsAsset manager
       Schwab 62%Empower Retirement 38%
       +00% 1 yr$300M
10167. 10167
       Kennon FinancialSarasota, FL · 741 clientsWealth manager
       Schwab 100%
       +00% 1 yr$300M
10168. 10168
       Alliant Securities, Inc. Turner, Nord, KienbaumLiberty Lake, WA · 711 clientsBroker-dealer firmHybrid
       Wells Fargo 70%Schwab 30%
       +00% 1 yr$300M
10169. 10169
       Canyon ABF Manager LLCDallas, TX · 2 clientsPrivate fund adviserHybridCP Investments, LLC
       No custodian reported
       +00% 1 yr$300M
10170. 10170
       Capital West Partners, LLCTucson, AZ · 173 clientsWealth manager
       No custodian reported
       +00% 1 yr$300M
10171. 10171
       Silver Oak Wealth Advisors Services, LLCLos Angeles, CA · 142 clientsWealth manager
       Schwab 100%
       +00% 1 yr$300M
10172. 10172
       CIC, LLCMarco Island, FL · 1 clientsAsset manager
       Oppenheimer & Co. 100%
       +00% 1 yr$300M
10173. 10173
       Panoramic Capital, LLCLarkspur, CA · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$300M
10174. 10174
       Stonecrop Wealth Advisors, LLCWest Chester, PA · 1,230 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$300M
10175. 10175
       Security First FinancialSwartz Creek, MI · 640 clientsWealth manager
       Schwab 100%
       +00% 1 yr$300M
10176. 10176
       Maner WealthLansing, MI · 492 clientsWealth manager
       Schwab 70%Fidelity 30%
       +00% 1 yr$299M
10177. 10177
       Greenhaven Road Investment Management, LPGreenwich, CT · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$299M
10178. 10178
       Polpo Capital Management LLC4 clientsPrivate fund adviser
       BNY 100%
       +00% 1 yr$299M
10179. 10179
       Stonepath Wealth ManagementTraverse City, MI · 606 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$299M
10180. 10180
       MQS Management, LLCNew York, NY · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$299M
10181. 10181
       Peterson Financial Group, Inc.Des Moines, IA · 522 clientsWealth managerWrap sponsor
       Fidelity 100%
       +00% 1 yr$299M
10182. 10182
       Hamrick Investment Counsel, LLCSeattle, WA · 101 clientsWealth manager
       No custodian reported
       +00% 1 yr$299M
10183. 10183
       Kovalcik & Geraghty Wealth Partners LLPUpper Arlington, OH · 277 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$299M
10184. 10184
       Villafranco Wealth Management76 clientsAsset manager
       Schwab 100%
       +00% 1 yr$299M
10185. 10185
       Gatepass Capital, LLCIndependence, OH · 167 clientsWealth manager
       Schwab 60%Fidelity 37%
       +00% 1 yr$299M
10186. 10186
       Genesia Investments LLCAsset manager
       Fidelity 79%
       +00% 1 yr$299M
10187. 10187
       Riverpark Capital Management LLCNew York, NY · 10 clientsPrivate fund adviserHybrid
       No custodian reported
       +00% 1 yr$299M
10188. 10188
       Dovetail Financial Group LLCWilmington, NC · 342 clientsWealth manager
       Raymond James 71%Schwab 29%
       +00% 1 yr$299M
10189. 10189
       Roubaix Capital, LLCDenver, CO · 4 clientsPrivate fund adviser
       Goldman Sachs 100%
       +00% 1 yr$299M
10190. 10190
       Search Fund Accelerator, LLCNew Orleans, LA · 8 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$299M
10191. 10191
       Physician Wealth Solutions109 clientsWealth manager
       Schwab 100%
       +00% 1 yr$299M
10192. 10192
       Osmosis Investment Management US LLCLondon, United Kingdom · 3 clientsAsset manager
       BNY 100%
       +00% 1 yr$299M
10193. 10193
       Aqua Advisors LLC51 clientsWealth manager
       Citi 32%
       +00% 1 yr$299M
10194. 10194
       Veneroso Wealth ManagementWoodbury, NY · 362 clientsWealth manager
       Schwab 100%
       +00% 1 yr$299M
10195. 10195
       Crescent Hill Partners LLCSaratoga Springs, NY · 185 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$299M
10196. 10196
       Core Capital Management and Research Inc.Houston, TX · 269 clientsAsset manager
       No custodian reported
       +00% 1 yr$299M
10197. 10197
       GS Gamma Advisors, LLCNew York, NY · 1 clientsPrivate fund adviserAffiliated broker-dealerGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through Pershing
       No custodian reported
       +00% 1 yr$299M
10198. 10198
       Avid Wealth Partners, LLCSan Antonio, TX · 246 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$299M
10199. 10199
       Consello CapitalNew York, NY · 3 clientsPrivate fund adviserAffiliated broker-dealerConsello Financial LLC
       No custodian reported
       +00% 1 yr$299M
10200. 10200
       Bowers Wealth Management, Inc.Glenbrook, NV · 170 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$299M