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

11321. 11321
       Trust Investment AdvisorsIndianapolis, IN · 174 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$239M
11322. 11322
       Orrell Capital ManagementLivermore, CA · 2 clientsAsset manager
       No custodian reported
       +00% 1 yr$239M
11323. 11323
       Orcam Financial Group, LLC120 clientsWealth manager
       Schwab 100%
       +00% 1 yr$239M
11324. 11324
       Snowcap Capital ManagementDallas, TX · 11 clientsAsset manager
       J.P. Morgan 73%Merrill / Bank of America 27%
       +00% 1 yr$239M
11325. 11325
       Investment Management & Planning LLCGreenville, DE · 511 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$239M
11326. 11326
       Investors Portfolio Services LLCPuyallup, WA · 292 clientsWealth manager
       Schwab 94%
       +00% 1 yr$239M
11327. 11327
       Mosaic Wealth Management, L.L.C.75 clientsWealth manager
       Schwab 100%
       +00% 1 yr$239M
11328. 11328
       Total Wealth Planning and Management, Inc.414 clientsWealth managerWrap sponsor
       Raymond James 100%
       +00% 1 yr$239M
11329. 11329
       CPR Investments IncRochester, MI · 1,172 clientsWealth managerHybrid
       Axos 87%
       +00% 1 yr$239M
11330. 11330
       Rock Hill CapitalHouston, TX · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$239M
11331. 11331
       Ganim Private WealthShelton, CT · 50 clientsAsset managerHybrid
       Fidelity 100%
       +00% 1 yr$239M
11332. 11332
       Ninth Eternity Asset Management LLCNew York, NY · 3 clientsPrivate fund adviserHybridNinth Eternity Capital HK Limited, Ninth Eternity Securities LLC
       No custodian reported
       +00% 1 yr$239M
11333. 11333
       Westhampton CapitalWinston-Salem, NC · 143 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$239M
11334. 11334
       Prossimo Advisors LLCSan Luis Obispo, CA · 26 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$239M
11335. 11335
       Smith BruerTallahassee, FL · 270 clientsWealth manager
       Schwab 73%
       +00% 1 yr$238M
11336. 11336
       Waterwheel Capital ManagementAthens, Greece · 8 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$238M
11337. 11337
       Goalfusion Wealth Management302 clientsWealth manager
       Schwab 100%
       +00% 1 yr$238M
11338. 11338
       R.H. Investment Group, LLCScottsdale, AZ · 35 clientsWealth manager
       Schwab 100%
       +00% 1 yr$238M
11339. 11339
       Jm2 Capital Inc.Edmond, OK · 70 clientsWealth manager
       Schwab 100%
       +00% 1 yr$238M
11340. 11340
       Acute Investment AdvisoryMesa, AZ · 787 clientsWealth manager
       Schwab 100%
       +00% 1 yr$238M
11341. 11341
       Perella Weinberg Partners Capital Management LPNew York, NY · 9 clientsPrivate fund adviserHybridPerella Weinberg Gmbh, Perella Weinberg Partners France SAS
       No custodian reported
       +00% 1 yr$238M
11342. 11342
       Strategic Wealth CapitalSan Francisco, CA · 66 clientsWealth managerWrap sponsor
       No custodian reported
       +00% 1 yr$238M
11343. 11343
       PF AdvisorsChadds Ford, PA · 1 clientsWealth manager
       No custodian reported
       +00% 1 yr$238M
11344. 11344
       Sequoia Wealth Management Group90 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$238M
11345. 11345
       Covalence Investment Partners, L.P.Houston, TX · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$238M
11346. 11346
       Broadmark Asset Management LLCDallas, TX · 2 clientsAsset managerAffiliated broker-dealerSalient Capital L.P.
       R.J. O'brien Securities 100%
       +00% 1 yr$238M
11347. 11347
       Goldenstone Wealth ManagementEl Dorado Hills, CA · 77 clientsWealth manager
       Schwab 100%
       +00% 1 yr$238M
11348. 11348
       Sector Analysts LLCAllentown, PA · 677 clientsWealth managerWrap sponsorHybrid
       Schwab 100%
       +00% 1 yr$238M
11349. 11349
       Graphene Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$238M
11350. 11350
       Alexander Capital Wealth Management LLCRed Bank, NJ · 614 clientsWealth managerWrap sponsorHybridAlexander Capital, L.P., clears through RBC Capital Markets, Velocity Clearing
       RBC 100%
       +00% 1 yr$238M
11351. 11351
       Rachor Investment Advisory Services, LLCLinden, MI · 490 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$238M
11352. 11352
       Kelley Investments216 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$238M
11353. 11353
       3j CapitalSao Paulo, Brazil · 141 clientsWealth managerHybridBlue Castle Capital Management LLP
       Julius BAR 61%CBH 39%
       +00% 1 yr$238M
11354. 11354
       Golden Road Advisors LLCTampa, FL · 248 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$238M
11355. 11355
       Quest 10 Wealth Builders, Inc.Fuquay-Varina, NC · 503 clientsWealth manager
       Fidelity 89%
       +00% 1 yr$238M
11356. 11356
       Fortune 45, LLC.Gonzales, LA · 653 clientsWealth manager
       Schwab 100%
       +00% 1 yr$238M
11357. 11357
       GSA Capital Partners (new York) LPNew York, NY · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$238M
11358. 11358
       Lighthouse Wealth Management, Inc.Ashland, OH · 384 clientsWealth manager
       Schwab 100%
       +00% 1 yr$238M
11359. 11359
       Carlsbad Wealth Advisory Group, Inc.Carlsbad, CA · 248 clientsWealth manager
       Schwab 100%
       +00% 1 yr$238M
11360. 11360
       Montcalm TCR LLCSan Francisco, CA · 133 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$238M