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

10401. 10401
       Schulhoff & Co IncCincinnati, OH · 90 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$286M
10402. 10402
       RPC Private Wealth, LLCHinsdale, IL · 331 clientsWealth manager
       Schwab 79%
       +00% 1 yr$286M
10403. 10403
       JlensNew York, NY · 3 clientsAsset manager
       No custodian reported
       +00% 1 yr$286M
10404. 10404
       N.L.C. LLCBoca Raton, FL · 15 clientsPrivate fund adviserHybrid
       No custodian reported
       +00% 1 yr$286M
10405. 10405
       The Holland Group, Retirement Wealth Advisors, LLCClearwater, FL · 755 clientsWealth managerWrap sponsor
       Fidelity 100%
       +00% 1 yr$286M
10406. 10406
       Synchronous Wealth Advisors LLC61 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$286M
10407. 10407
       Lotusgroup AdvisorsDenver, CO · 186 clientsWealth manager
       Schwab 100%
       +00% 1 yr$286M
10408. 10408
       Preston Wealth Advisors, LLC.Reston, VA · 394 clientsWealth manager
       Schwab 100%
       +00% 1 yr$286M
10409. 10409
       Wesbanco Securities, Inc.St Clairsville, OH · 1,627 clientsBroker-dealer firmHybrid
       Pershing 58%SEI 42%
       +00% 1 yr$286M
10410. 10410
       Sanchez Gaunt Capital Management, LLCReno, NV · 830 clientsWealth manager
       Assetmark Brokerage 100%
       +00% 1 yr$286M
10411. 10411
       Financial Forum, Inc.Spokane, WA · 572 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$286M
10412. 10412
       Gridiron Partners, LLCWexford, PA · 68 clientsAsset manager
       PNC Bank 49%BNY 36%
       +00% 1 yr$286M
10413. 10413
       Rivercrest Capital Management LLCFort Worth, TX · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$286M
10414. 10414
       Omnistar Financial Group, Inc.Wilmington, NC · 261 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$286M
10415. 10415
       Gold Medal Waters, Inc.145 clientsWealth manager
       Altruist 100%
       +00% 1 yr$286M
10416. 10416
       Eden Global Advisors LLCNew York, NY · 3 clientsPrivate fund adviserHybridEden Global Capital Partners LLC
       No custodian reported
       +00% 1 yr$286M
10417. 10417
       Integrity Wealth Advisors, Inc.Ventura, CA · 832 clientsWealth manager
       Schwab 100%
       +00% 1 yr$285M
10418. 10418
       The Palmer Knight CompanyJacksonville, FL · 163 clientsWealth manager
       TradePMR / Robinhood 100%
       +00% 1 yr$285M
10419. 10419
       Fingerlakes Wealth Management, Inc.Ithaca, NY · 592 clientsWealth managerHybrid
       Schwab 87%
       +00% 1 yr$285M
10420. 10420
       Ayrshire Capital Management LLCWestport, CT · 111 clientsWealth manager
       Schwab 71%Fidelity 29%
       +00% 1 yr$285M
10421. 10421
       Oaktrust Wealth Advisors, LLC236 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$285M
10422. 10422
       Tencap Wealth CoachingSouth Jordan, UT · 753 clientsWealth manager
       Altruist 100%
       +00% 1 yr$285M
10423. 10423
       Pandora Wealth, Inc.Las Vegas, NV · 109 clientsWealth managerWrap sponsor
       LPL Financial 100%
       +00% 1 yr$285M
10424. 10424
       Mosaic Wealth Management LLCBloomington, IN · 199 clientsWealth managerWrap sponsor
       Raymond James 100%
       +00% 1 yr$285M
10425. 10425
       Physician Family Financial Advisors IncBeaverton, OR · 376 clientsWealth manager
       Betterment 100%
       +00% 1 yr$285M
10426. 10426
       Pearson Creek Capital Management LLCChicago, IL · 21 clientsAsset manager
       Commerce Brokerage Services 78%
       +00% 1 yr$285M
10427. 10427
       Capital Financial PlannersSalem, OR · 221 clientsWealth managerWrap sponsor
       Assetmark Trust 73%Schwab 27%
       +00% 1 yr$285M
10428. 10428
       Kane Company Wealth Management, Inc.Johnston, IA · 198 clientsWealth manager
       Schwab 100%
       +00% 1 yr$285M
10429. 10429
       Oak Advisors, LLCBluffton, SC · 163 clientsWealth manager
       Schwab 100%
       +00% 1 yr$285M
10430. 10430
       Cornerstone Wealth Management GroupGreeneville, TN · 582 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$285M
10431. 10431
       Oath Planning, LLCTulsa, OK · 502 clientsWealth manager
       Fidelity 60%Altruist 32%
       +00% 1 yr$285M
10432. 10432
       Lighthouse RetirementPonte Vedra, FL · 182 clientsWealth manager
       Interactive Brokers 55%Schwab 45%
       +00% 1 yr$285M
10433. 10433
       Sound Stewardship, LLCOverland Park, KS · 190 clientsWealth manager
       Fidelity Distributors Company 73%Schwab 27%
       +00% 1 yr$285M
10434. 10434
       Open Window Financial Solutions, LTD.Reno, NV · 101 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$284M
10435. 10435
       Full in PartnersNew York, NY · 8 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$284M
10436. 10436
       Maxwell Street Capital Partners, LPEvanston, IL · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$284M
10437. 10437
       Benningfield Financial Advisors, LLCSan Francisco, CA · 48 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$284M
10438. 10438
       Demian Capital1 clientsBroker-dealer firm
       Banque Pictet ET CIE 100%
       +00% 1 yr$284M
10439. 10439
       Glashofer Financial Advisors163 clientsWealth manager
       Schwab 100%
       +00% 1 yr$284M
10440. 10440
       Momentus Manager LLCArlington, VA · 3 clientsPrivate fund adviserAffiliated broker-dealerMomentus Securities LLC
       No custodian reported
       +00% 1 yr$284M