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

10601. 10601
       CWP Private Wealth ManagementWest Bend, WI · 511 clientsWealth manager
       Schwab 100%
       +00% 1 yr$276M
10602. 10602
       J.H. Lane Partners, LPNew York, NY · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$276M
10603. 10603
       Strauss Financial GroupHoover, AL · 213 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$276M
10604. 10604
       Corridor Capital, LLCLos Angeles, CA · 14 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$276M
10605. 10605
       Oasis Wealth Planning Advisors186 clientsWealth manager
       Schwab 100%
       +00% 1 yr$276M
10606. 10606
       AFC Management, LLCWest Palm Beach, FL · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$276M
10607. 10607
       Northstar Financial Planning, LLCWindham, NH · 172 clientsWealth manager
       Schwab 100%
       +00% 1 yr$276M
10608. 10608
       Intrack Investment Management, Inc.South Burlington, VT · 189 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$276M
10609. 10609
       Certum GroupNewark, NJ · 10 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$276M
10610. 10610
       Challenger Wealth ManagementAliso Viejo, CA · 263 clientsWealth manager
       Schwab 100%
       +00% 1 yr$276M
10611. 10611
       Kubhera Enterprises LLCPrinceton, NJ · 304 clientsWealth manager
       Schwab 100%
       +00% 1 yr$276M
10612. 10612
       Clarendon Capital, LLCTysons, VA · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$275M
10613. 10613
       Spectrum Strategic Capital Management, LLCCorvallis, OR · 313 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$275M
10614. 10614
       4wealth Advisors, Inc.Burr Ridge, IL · 567 clientsWealth managerHybrid
       Schwab 83%
       +00% 1 yr$275M
10615. 10615
       Legal Advantage Investments, Inc.24 clientsWealth manager
       Schwab 100%
       +00% 1 yr$275M
10616. 10616
       O'connor Financial Group LLCQuincy, IL · 355 clientsWealth manager
       Schwab 100%
       +00% 1 yr$275M
10617. 10617
       KAI Wealth LLCChicago, IL · 23 clientsWealth manager
       Schwab 96%
       +00% 1 yr$275M
10618. 10618
       Charter Research & Investment Group IncSouthport, CT · 158 clientsWealth manager
       Schwab 100%
       +00% 1 yr$275M
10619. 10619
       CMR Capital Management, LLCPasadena, CA · 10 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$275M
10620. 10620
       Chicago Investment Advisory GroupMokena, IL · 757 clientsWealth manager
       Schwab 100%
       +00% 1 yr$275M
10621. 10621
       Klaff Realty, LPChicago, IL · 8 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$275M
10622. 10622
       Russell Capital Management, LLCLexington, KY · 299 clientsWealth manager
       Schwab 100%
       +00% 1 yr$275M
10623. 10623
       Roserock Wealth Management, LLCDallas, TX · 74 clientsWealth manager
       Schwab 100%
       +00% 1 yr$275M
10624. 10624
       Cushing Capital Partners, LLCDelafield, WI · 199 clientsWealth managerWrap sponsor
       Wells Fargo 100%
       +00% 1 yr$275M
10625. 10625
       1492 Capital Management, LLCMilwaukee, WI · 98 clientsWealth managerHybrid
       U.S. Bancorp 69%BNY 31%
       +00% 1 yr$275M
10626. 10626
       Berry Wealth GroupGranbury, TX · 332 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$275M
10627. 10627
       Lumos Capital Group LLCNew York, NY · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$274M
10628. 10628
       Ouellette Wealth Advisory LLCLexington, MA · 213 clientsWealth managerHybrid
       Schwab 86%
       +00% 1 yr$274M
10629. 10629
       Sutterfield Financial Group, Inc.Bartlesville, OK · 1,129 clientsWealth managerHybridPurshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity)
       Fidelity 81%
       +00% 1 yr$274M
10630. 10630
       Elite Financial, Inc.Lewiston, ID · 439 clientsWealth manager
       Schwab 90%
       +00% 1 yr$274M
10631. 10631
       Capasso Planning Partners LLCCharleston, SC · 358 clientsWealth manager
       Schwab 100%
       +00% 1 yr$274M
10632. 10632
       Mission Hills Financial Advisory LLCSan Diego, CA · 301 clientsWealth manager
       Schwab 100%
       +00% 1 yr$274M
10633. 10633
       Chronos Wealth Management, L.L.C.Clearwater, FL · 223 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$274M
10634. 10634
       Signature Financial Services, LTDArlington Heights, IL · 353 clientsWealth managerHybrid
       Pershing 47%SEI 41%
       +00% 1 yr$274M
10635. 10635
       Private Wealth Group, LLCTampa, FL · 234 clientsWealth manager
       Pershing 100%
       +00% 1 yr$274M
10636. 10636
       JP Wealth Management, Inc.Mt. Pleasant, SC · 71 clientsWealth manager
       Schwab 100%
       +00% 1 yr$274M
10637. 10637
       Doceo Wealth, LLCMeridian, ID · 301 clientsWealth manager
       Schwab 100%
       +00% 1 yr$274M
10638. 10638
       Udine Wealth Management Inc.338 clientsWealth manager
       Interactive Brokers 100%
       +00% 1 yr$274M
10639. 10639
       James River Asset Management, LLCMidlothian, VA · 420 clientsWealth manager
       Schwab 100%
       +00% 1 yr$274M
10640. 10640
       Truewealth Financial PartnersBellevue, WA · 156 clientsWealth managerWrap sponsor
       LPL Financial 100%
       +00% 1 yr$274M