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

10841. 10841
       Bull Oak Capital, LLCRancho Santa Fe, CA · 125 clientsWealth manager
       Altruist 100%
       +00% 1 yr$262M
10842. 10842
       Convoy Investments, LLC32 clientsWealth manager
       UBS 45%Interactive Brokers 35%
       +00% 1 yr$262M
10843. 10843
       Tandem Wealth AdvisorsPhoenix, AZ · 310 clientsWealth manager
       Schwab 86%
       +00% 1 yr$262M
10844. 10844
       WJ Wealth ManagementGlendale, AZ · 918 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$262M
10845. 10845
       Tiller Partners, LLCBeverly Hills, CA · 7 clientsAsset managerAffiliated broker-dealerICM Capital Markets, LLC
       No custodian reported
       +00% 1 yr$261M
10846. 10846
       Sage Stone Wealth Management LLCLa Jolla, CA · 126 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$261M
10847. 10847
       Wellington Investment AdvisorsBloomington, IN · 386 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$261M
10848. 10848
       Utopia Wealth Management, LLCCoconut Creek, FL · 62 clientsWealth manager
       Schwab 100%
       +00% 1 yr$261M
10849. 10849
       Plante Moran Real Estate Investment AdvisorsSouthfield, MI · 1 clientsAsset managerHybridP & M Corporate Finance, LLC, Plante Moran Insurance Agency Services, LLC
       No custodian reported
       +00% 1 yr$261M
10850. 10850
       Elco Management Company, LLCNew York, NY · 154 clientsWealth managerWrap sponsor
       Schwab 75%RBC 25%
       +00% 1 yr$261M
10851. 10851
       Corepath Wealth Partners LLCScottsdale, AZ · 230 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$261M
10852. 10852
       Financial Designs Wealth ManagementMiami, FL · 181 clientsWealth managerHybrid
       Fidelity 100%
       +00% 1 yr$261M
10853. 10853
       Portfolio Advisors, Inc.Fresno, CA · 238 clientsWealth manager
       Schwab 100%
       +00% 1 yr$261M
10854. 10854
       CGI Plan Advisors, Inc.Frazer, PA · 29 clientsAsset manager
       No custodian reported
       +00% 1 yr$261M
10855. 10855
       Keystone Asset Management, Inc.McLean, VA · 134 clientsWealth manager
       No custodian reported
       +00% 1 yr$261M
10856. 10856
       Prevail Wealth ManagementKirkland, WA · 264 clientsWealth manager
       Schwab 100%
       +00% 1 yr$261M
10857. 10857
       Trustwell Financial Advisors, LLCJacksonville, FL · 366 clientsWealth manager
       Schwab 100%
       +00% 1 yr$261M
10858. 10858
       Viawealth, LLCLeawood, KS · 87 clientsWealth manager
       Schwab 100%
       +00% 1 yr$261M
10859. 10859
       GLR PartnersColumbia, MD · 173 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$261M
10860. 10860
       DCM Advisors, LLCNew York, NY · 51 clientsAsset managerHybridCaledonia Sociedad De Valores, S.A., Dinosaur Financial Group, L.l.c
       First Hawaiian Bank 69%
       +00% 1 yr$261M
10861. 10861
       Winebrenner Capital Management LLCLouisville, KY · 459 clientsWealth manager
       Schwab 86%
       +00% 1 yr$260M
10862. 10862
       Arco Global Management, LLCGuaynabo, PR · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$260M
10863. 10863
       Alamar Capital Management, LLCSanta Barbara, CA · 103 clientsWealth manager
       Schwab 100%
       +00% 1 yr$260M
10864. 10864
       Banker Investment GroupWest Lafayette, IN · 468 clientsWealth manager
       Schwab 100%
       +00% 1 yr$260M
10865. 10865
       Nantucket Multi Managers, LLCBloomfield Hills, MI · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$260M
10866. 10866
       Brendel Financial Advisors LLCHanover, NH · 325 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$260M
10867. 10867
       Vistica Wealth Advisors, LLCCarlsbad, CA · 122 clientsWealth manager
       Schwab 100%
       +00% 1 yr$260M
10868. 10868
       RFM Financial Solutions, LLCMt. Pleasant, MI · 570 clientsWealth manager
       Schwab 100%
       +00% 1 yr$260M
10869. 10869
       Greenstone Belt Wealth Advisors, LLCChicago, IL · 84 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$260M
10870. 10870
       The Wealth Conservancy, Inc.Boulder, CO · 47 clientsWealth manager
       Schwab 100%
       +00% 1 yr$260M
10871. 10871
       Capital Financial Advisors of New York, LLCClifton Park, NY · 144 clientsWealth manager
       No custodian reported
       +00% 1 yr$260M
10872. 10872
       Archetype Advisors, LLCDoylestown, PA · 275 clientsWealth managerWrap sponsor
       Pershing 100%
       +00% 1 yr$260M
10873. 10873
       1876 Partners, LPTomball, TX · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$260M
10874. 10874
       Grey Rock Energy Management, LLCDallas, TX · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$260M
10875. 10875
       ERA Global TechnologiesNew York, NY · 18 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$260M
10876. 10876
       Clark Wealth Partners, LLCO'fallon, IL · 464 clientsWealth manager
       Schwab 100%
       +00% 1 yr$260M
10877. 10877
       Finley Financial, LLCLas Vegas, NV · 124 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$260M
10878. 10878
       Bridge Generations Wealth ManagementSouth Miami, FL · 171 clientsWealth manager
       Fidelity 94%
       +00% 1 yr$260M
10879. 10879
       Proteus, LLCIndianapolis, IN · 29 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$260M
10880. 10880
       Magarian Capital Management, LLCSan Antonio, TX · 1 clientsAsset manager
       Schwab 100%
       +00% 1 yr$260M