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

10281. 10281
       Greenwich Advisors, LLCGreenwich, CT · 72 clientsWealth manager
       Schwab 45%J.P. Morgan 39%
       +00% 1 yr$293M
10282. 10282
       Masterton Capital Management, LPNew York, NY · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$293M
10283. 10283
       22v Asset ManagementNew York, NY · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$293M
10284. 10284
       Blueprint Partners LLCTraverse City, MI · 337 clientsWealth manager
       Schwab 100%
       +00% 1 yr$293M
10285. 10285
       Kilterhowling LLCBoulder, CO · 207 clientsWealth manager
       Schwab 100%
       +00% 1 yr$293M
10286. 10286
       Renaissance Venture Capital Management, Inc.Ann Arbor, MI · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$293M
10287. 10287
       Hemming& Wealth Management, Inc.Traverse City, MI · 446 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$293M
10288. 10288
       Whitebark InvestorsIncline Village, NV · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$292M
10289. 10289
       Hamilton Robinson LLCStamford, CT · 12 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$292M
10290. 10290
       Cornerstone Financial Group,llcOmaha, NE · 349 clientsWealth manager
       Schwab 100%
       +00% 1 yr$292M
10291. 10291
       Exceptional Wealth & Family OfficeColorado Springs, CO · 206 clientsWealth manager
       Schwab 57%Fidelity 43%
       +00% 1 yr$292M
10292. 10292
       Luken Investment Analytics, LLCBrentwood, TN · 267 clientsWealth managerWrap sponsorHybrid
       Schwab 0%
       +00% 1 yr$292M
10293. 10293
       Apex Strategic Wealth, LLCChattanooga, TN · 604 clientsWealth managerWrap sponsorHybrid
       LPL Financial 59%Schwab 41%
       +00% 1 yr$292M
10294. 10294
       Cassady Wealth & Retirement Planning L.L.C.Henderson, NV · 455 clientsWealth managerHybridGradient Securities, LLC
       SEI 51%Schwab 49%
       +00% 1 yr$292M
10295. 10295
       Five Corners Financial ServicesEaston, MA · 290 clientsWealth manager
       Schwab 100%
       +00% 1 yr$292M
10296. 10296
       Efinancial Alliance, LLCFranklin, TN · 212 clientsWealth manager
       Schwab 89%
       +00% 1 yr$292M
10297. 10297
       NEU Wealth Group139 clientsWealth manager
       Schwab 100%
       +00% 1 yr$292M
10298. 10298
       Long Island Wealth Management, Inc.125 clientsWealth managerAffiliated broker-dealerCapfinancial Securities, LLC.
       Schwab 100%
       +00% 1 yr$292M
10299. 10299
       Madden Advisory Services, Inc.Jacksonville, FL · 335 clientsWealth manager
       Schwab 100%
       +00% 1 yr$292M
10300. 10300
       Dudley Capital Management LLCMiddleburg, VA · 110 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$292M
10301. 10301
       McNaughton Wealth Management, LLCSan Diego, CA · 240 clientsWealth manager
       Schwab 100%
       +00% 1 yr$292M
10302. 10302
       Hatch Cove Capital, LLC3 clientsAsset manager
       Northern Trust 70%U.S. Bank 30%
       +00% 1 yr$292M
10303. 10303
       Sugar Maple Asset Management, LLCSister Bay, WI · 208 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$292M
10304. 10304
       The Planning GroupNorthfield, IL · 267 clientsWealth manager
       Schwab 100%
       +00% 1 yr$291M
10305. 10305
       Millington Financial Advisors, LLCNaperville, IL · 187 clientsWealth manager
       Schwab 100%
       +00% 1 yr$291M
10306. 10306
       Third EYE Capital Management, LLCMiami Beach, FL · 17 clientsPrivate fund adviser
       Interactive Brokers 100%
       +00% 1 yr$291M
10307. 10307
       The Ellerson Group IncAnnapolis, MD · 109 clientsWealth manager
       No custodian reported
       +00% 1 yr$291M
10308. 10308
       Kestrel Partners LLPLondon, United Kingdom · 11 clientsPrivate fund adviser
       BNY 73%Northern Trust 27%
       +00% 1 yr$291M
10309. 10309
       Idirect Private Credit Advisors LLCNew York, NY · 1 clientsAsset managerHybridIcapital Hong Kong LTD., Icapital Markets LLC
       No custodian reported
       +00% 1 yr$291M
10310. 10310
       Epiq Partners, LLCMinneapolis, MN · 93 clientsWealth manager
       Schwab 90%
       +00% 1 yr$291M
10311. 10311
       InvestbevChicago, IL · 7 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$291M
10312. 10312
       Vivid Wealth Management, LLCWest Des Moines, IA · 434 clientsWealth manager
       Schwab 100%
       +00% 1 yr$291M
10313. 10313
       Flowering Tree Investment Management PTE. LTD.Singapore, Singapore · 5 clientsPrivate fund adviser
       BNY 100%
       +00% 1 yr$291M
10314. 10314
       New Rhein Healthcare Investors LLCPhiladelphia, PA · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$291M
10315. 10315
       Accretive Wealth Management, LLCSan Ramon, CA · 220 clientsWealth manager
       Equity Trust 35%Schwab 33%Inspira Financial 33%
       +00% 1 yr$291M
10316. 10316
       Leigh Baldwin & Co., LLCCazenovia, NY · 682 clientsBroker-dealer firmHybrid
       No custodian reported
       +00% 1 yr$291M
10317. 10317
       Lockshield Partners, Inc.Glasgow, KY · 1,116 clientsWealth manager
       LPL Financial 100%
       +00% 1 yr$291M
10318. 10318
       Birks Financial Corp.Herndon, VA · 159 clientsWealth manager
       Schwab 100%
       +00% 1 yr$291M
10319. 10319
       Godshalk Welsh Capital Management, Inc.Radnor, PA · 110 clientsWealth manager
       Schwab 100%
       +00% 1 yr$290M
10320. 10320
       Martin Capital Partners, LLCEugene, OR · 507 clientsWealth manager
       Schwab 100%
       +00% 1 yr$290M