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

10881. 10881
       Wovenearth Ventures, LLC3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$260M
10882. 10882
       Ridgeline Wealth Planning LLCCenterville, OH · 443 clientsWealth manager
       Schwab 100%
       +00% 1 yr$260M
10883. 10883
       Churchill Ncpe Advisor LLCNew York, NY · 1 clientsPrivate fund adviserHybridNuveen Securities, LLC
       No custodian reported
       +00% 1 yr$259M
10884. 10884
       Storyone Family OfficeOverland Park, KS · 135 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$259M
10885. 10885
       Braeburn Wealth Management, LLCMuskegon, MI · 454 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$259M
10886. 10886
       Private Wealth Consulting, LLC143 clientsWealth manager
       Schwab 100%
       +00% 1 yr$259M
10887. 10887
       Cohen Investment Advisors, LLCBedford, NH · 251 clientsWealth manager
       Pershing 100%
       +00% 1 yr$259M
10888. 10888
       Global Financial Advisory Services, Inc.Valencia, CA · 296 clientsWealth manager
       Schwab 100%
       +00% 1 yr$259M
10889. 10889
       Elevation Wealth Management179 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$259M
10890. 10890
       Ishara Investments LPLos Angeles, CA · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$259M
10891. 10891
       Davis Capital ManagementJacksonville, FL · 232 clientsWealth manager
       Schwab 100%
       +00% 1 yr$259M
10892. 10892
       Kure Advisory, LLCPlymouth, MN · 401 clientsWealth manager
       Schwab 100%
       +00% 1 yr$259M
10893. 10893
       Incline Global Management, LLCNew York, NY · 4 clientsPrivate fund adviser
       Marex Capital Markets 100%
       +00% 1 yr$259M
10894. 10894
       AN Exceptional Life Financial, LLCIndianapolis, IN · 378 clientsWealth manager
       Fidelity 80%
       +00% 1 yr$259M
10895. 10895
       Revel Wealth ManagementElmwood Park, NJ · 49 clientsWealth manager
       Schwab 100%
       +00% 1 yr$259M
10896. 10896
       Cobblestone Asset ManagementRichmond, VA · 432 clientsWealth managerHybrid
       No custodian reported
       +00% 1 yr$259M
10897. 10897
       Northern Lights Advisors, Inc.Seattle, WA · 123 clientsWealth manager
       Schwab 100%
       +00% 1 yr$259M
10898. 10898
       724 Capital, LLC1,270 clientsWealth managerWrap sponsorHybrid
       Fidelity 100%
       +00% 1 yr$259M
10899. 10899
       Corinthian Capital Group, LLCNew York, NY · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$259M
10900. 10900
       GK Wealth Management LLCReno, NV · 534 clientsWealth manager
       Schwab 100%
       +00% 1 yr$259M
10901. 10901
       Pacific Capital AssociatesSan Diego, CA · 497 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$259M
10902. 10902
       Shaker InvestmentsBeachwood, OH · 130 clientsWealth manager
       Schwab 100%
       +00% 1 yr$259M
10903. 10903
       Triton Financial Group, IncOklahoma City, OK · 313 clientsWealth manager
       Schwab 100%
       +00% 1 yr$259M
10904. 10904
       Ables, Iannone, Moore & Associates, Inc.Savannah, GA · 409 clientsWealth manager
       Pershing 100%
       +00% 1 yr$259M
10905. 10905
       Financial Institution Services, LLC332 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$259M
10906. 10906
       Steel Tower InvestmentsPittsburgh, PA · 68 clientsWealth managerAffiliated broker-dealerHBK Sorce Brokerage LLC
       Schwab 86%
       +00% 1 yr$259M
10907. 10907
       Equity Wealth Partners, LLCIndependence, MO · 939 clientsWealth managerHybrid
       Raymond James 100%
       +00% 1 yr$259M
10908. 10908
       AFT, Forsyth and Company, Inc.Jupiter, FL · 71 clientsWealth manager
       Schwab 100%
       +00% 1 yr$259M
10909. 10909
       Redwood Family Wealth LLCPlano, TX · 235 clientsWealth managerHybrid
       Raymond James 100%
       +00% 1 yr$259M
10910. 10910
       Nabity-Jensen Investment Management, Inc.Omaha, NE · 92 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$258M
10911. 10911
       Geosphere Capital Management, LLCMiami Beach, FL · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$258M
10912. 10912
       Bush Wealth ManagementValdosta, GA · 496 clientsWealth manager
       Schwab 100%
       +00% 1 yr$258M
10913. 10913
       McDonough Capital Management, Inc.Orlando, FL · 293 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$258M
10914. 10914
       Horizons Wealth ManagementAsheville, NC · 286 clientsWealth manager
       Schwab 100%
       +00% 1 yr$258M
10915. 10915
       Koenig Investment Advisory, LLCAshland, OR · 293 clientsWealth manager
       Schwab 100%
       +00% 1 yr$258M
10916. 10916
       Bruce G. Allen Investments, LLCDenver, CO · 132 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$258M
10917. 10917
       Profits Plus Capital Management, LLCNampa, ID · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$258M
10918. 10918
       Pluscios Management LLCEvanston, IL · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$258M
10919. 10919
       Malvern Capital ManagementMalvern, PA · 133 clientsWealth manager
       Fidelity 88%
       +00% 1 yr$258M
10920. 10920
       Kamichu Wealth Management LLC20 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$258M