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

10441. 10441
       The Foundry Financial Group, Inc.Laconia, NH · 296 clientsWealth manager
       Schwab 100%
       +00% 1 yr$284M
10442. 10442
       Freeman, Will & Niemeier, Inc.Evansville, IN · 388 clientsWealth manager
       Schwab 77%Voya Financial Advisors 23%
       +00% 1 yr$284M
10443. 10443
       Smith, Brown & Groover Inc. D/b/a SBG Wealth ManagementMacon, GA · 481 clientsBroker-dealer firmHybrid
       No custodian reported
       +00% 1 yr$284M
10444. 10444
       Peninsula Asset Management IncBradenton, FL · 185 clientsWealth manager
       Schwab 100%
       +00% 1 yr$284M
10445. 10445
       Cane Capital Partners, LLCSaint Francisville, LA · 325 clientsWealth manager
       Schwab 100%
       +00% 1 yr$284M
10446. 10446
       Bespoke AdvisoryEvergreen, CO · 16 clientsAsset manager
       Pictet & CIE Group SCA 40%Tetra Trust 28%
       +00% 1 yr$284M
10447. 10447
       Holder Wealth ManagementChampaign, IL · 302 clientsWealth manager
       Schwab 100%
       +00% 1 yr$284M
10448. 10448
       M2g Ventures LLCFort Worth, TX · 12 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$284M
10449. 10449
       Griffin Family Partners, LLC33 clientsWealth manager
       Schwab 100%
       +00% 1 yr$284M
10450. 10450
       Vital Investment Management LLCLoveland, CO · 399 clientsWealth manager
       Schwab 100%
       +00% 1 yr$284M
10451. 10451
       CW Industrial Partners, LLCCleveland, OH · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$284M
10452. 10452
       Meridian Financial Advisors, LLCHolliston, MA · 177 clientsWealth manager
       Schwab 100%
       +00% 1 yr$284M
10453. 10453
       Darwins River CapitalNew York, NY · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$284M
10454. 10454
       Eden Capital Management LLCNew York, NY · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$284M
10455. 10455
       FDI Wealth Management, LLCMiami, FL · 353 clientsAsset manager
       Stonex Financial 90%
       +00% 1 yr$284M
10456. 10456
       Kaizen Financial Advisors, LLCKirkland, WA · 150 clientsWealth manager
       Schwab 100%
       +00% 1 yr$284M
10457. 10457
       AncoratoBoise, ID · 6 clientsAsset manager
       Schwab 100%
       +00% 1 yr$284M
10458. 10458
       Hesen & HaslamWoodland Hills, CA · 269 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$284M
10459. 10459
       Priderock Fund Management Partners, LLCPalm Beach Gardens, FL · 15 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$284M
10460. 10460
       Verisail Partners, LLCChamblee, GA · 270 clientsWealth manager
       Schwab 100%
       +00% 1 yr$284M
10461. 10461
       Dauntless Capital Partners LLCHouston, TX · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$283M
10462. 10462
       ZOE Financial, Inc.New York, NY · 1,689 clientsWealth managerWrap sponsorHybridZOE Securities LLC, clears through Apex Clearing
       Apex Fintech 100%
       +00% 1 yr$283M
10463. 10463
       Silvia McColl Wealth Management, LLCSan Diego, CA · 110 clientsWealth manager
       Schwab 100%
       +00% 1 yr$283M
10464. 10464
       Peace of Mind Wealth ManagementRaleigh, NC · 329 clientsWealth manager
       Schwab 87%
       +00% 1 yr$283M
10465. 10465
       Vergepointe Wealth Management, LLCLake Oswego, OR · 111 clientsWealth manager
       Schwab 86%
       +00% 1 yr$283M
10466. 10466
       Brook CapitalBrookfield, WI · 631 clientsWealth manager
       Pershing 100%
       +00% 1 yr$283M
10467. 10467
       Stonebridge Wealth Management LLCOak Brook, IL · 288 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$283M
10468. 10468
       Modum Asset Management LLCMexico City, Mexico · 69 clientsWealth manager
       Morgan Stanley 34%Merrill / Bank of America 28%UBS 24%
       +00% 1 yr$283M
10469. 10469
       Berkshire Capital Holdings Inc1 clientsAsset manager
       No custodian reported
       +00% 1 yr$283M
10470. 10470
       Bulman Wealth GroupRoseville, CA · 556 clientsWealth manager
       Fidelity 86%
       +00% 1 yr$283M
10471. 10471
       Silverberg Bernstein Capital ManagementArmonk, NY · 135 clientsWealth managerHybrid
       Pershing 100%
       +00% 1 yr$283M
10472. 10472
       FIG Capital Management, LLCJacksonville, FL · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$283M
10473. 10473
       CovingtonalsinaJacksonville, FL · 1,241 clientsWealth manager
       SEI 100%
       +00% 1 yr$283M
10474. 10474
       Cooper Capital GroupEncinitas, CA · 208 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$283M
10475. 10475
       Pendulum Wealth PartnersItasca, IL · 274 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$283M
10476. 10476
       Trilinc Advisors, LLCManhattan Beach, CA · 1 clientsPrivate fund adviserHybrid
       No custodian reported
       +00% 1 yr$283M
10477. 10477
       Oaktree Advisors LLCCoopersburg, PA · 386 clientsWealth managerHybrid
       Fidelity 100%
       +00% 1 yr$283M
10478. 10478
       West Horizon CapitalPrinceton, NJ · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$283M
10479. 10479
       Cypress Wealth ManagementOakbrook Terrace, IL · 12 clientsPrivate fund adviser
       Schwab 67%Tristate Capital Bank 33%
       +00% 1 yr$283M
10480. 10480
       Kingsbridge Investment Partners LLCLas Vegas, NV · 8 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$283M