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

11361. 11361
       Cohen & Company Financial Management, LLCNew York, NY · 5 clientsPrivate fund adviserHybridCohen & Company Securities, LLC, clears through Pershing
       No custodian reported
       +00% 1 yr$237M
11362. 11362
       Everest Wealth ManagementLeawood, KS · 91 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$237M
11363. 11363
       Leicht Financial Planning and Wealth ManagementParsippany, NJ · 194 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$237M
11364. 11364
       Capital Financial Group, Inc.Littleton, CO · 238 clientsWealth manager
       LPL Financial 100%
       +00% 1 yr$237M
11365. 11365
       Redemption CapitalMidland, TX · 99 clientsWealth manager
       Schwab 100%
       +00% 1 yr$237M
11366. 11366
       Centennial Advisors, LLCAustin, TX · 468 clientsWealth managerWrap sponsor
       Fidelity 69%Schwab 31%
       +00% 1 yr$237M
11367. 11367
       North American Wealth Advisors Inc.Jordan, MN · 67 clientsAsset managerHybrid
       State Street 52%Newport Trust Co 25%Schwab 23%
       +00% 1 yr$237M
11368. 11368
       Awaken Wealth Partners LLCHouston, TX · 417 clientsWealth managerWrap sponsor
       Fidelity 89%
       +00% 1 yr$237M
11369. 11369
       Pento Portfolio Strategies, LLCNaples, FL · 874 clientsWealth manager
       Schwab 100%
       +00% 1 yr$237M
11370. 11370
       Elderado Financial, IncMontrose, CO · 413 clientsWealth manager
       Schwab 100%
       +00% 1 yr$237M
11371. 11371
       Soundcore Capital Partners, LLCNew York, NY · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$237M
11372. 11372
       Fort Vancouver Investment Management, LLCVancouver, WA · 194 clientsWealth manager
       Schwab 100%
       +00% 1 yr$237M
11373. 11373
       Cambridge Retirement Partners24 clientsAsset manager
       No custodian reported
       +00% 1 yr$237M
11374. 11374
       Valterra Partners LLCAustin, TX · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$237M
11375. 11375
       Minerva Planning GroupDecatur, GA · 122 clientsWealth manager
       Schwab 100%
       +00% 1 yr$237M
11376. 11376
       A3 Capital AdvisorsHouston, TX · 26 clientsWealth manager
       Schwab 100%
       +00% 1 yr$237M
11377. 11377
       Clarity Wealth Management, L.L.C.Gilbert, AZ · 944 clientsWealth managerHybrid
       LPL Financial 100%
       +00% 1 yr$237M
11378. 11378
       Axiom Investment Management LLCNew York, NY · 214 clientsWealth managerHybridAxiom Capital Management, Inc., clears through Hilltop Securities
       Hilltop Securities 100%
       +00% 1 yr$237M
11379. 11379
       Your Private Client Group, Inc.230 clientsWealth manager
       Assetmark Trust 100%
       +00% 1 yr$237M
11380. 11380
       Nvest Wealth Strategies, Inc.Powell, OH · 187 clientsWealth manager
       Schwab 100%
       +00% 1 yr$237M
11381. 11381
       Fireside Capital AdvisorsDallas, TX · 140 clientsWealth manager
       Schwab 100%
       +00% 1 yr$237M
11382. 11382
       Level Wealth Management LLCGreensboro, NC · 94 clientsWealth manager
       Schwab 100%
       +00% 1 yr$237M
11383. 11383
       Spectrum Financial IncVirginia Beach, VA · 234 clientsAsset managerHybrid
       Fidelity 100%
       +00% 1 yr$236M
11384. 11384
       Schamberger, Greylak & Utterback Wealth Management, LLCLa Crosse, WI · 628 clientsBroker-dealer firmHybrid
       LPL Financial 100%
       +00% 1 yr$236M
11385. 11385
       Castle Wealth PlanningSanta Barbara, CA · 111 clientsWealth manager
       Schwab 100%
       +00% 1 yr$236M
11386. 11386
       Lanier Financial Group LLCAthens, GA · 240 clientsWealth managerPublic-company owned
       Schwab 89%
       +00% 1 yr$236M
11387. 11387
       Rule One Partners, LLCMoreland, GA · 2 clientsAsset manager
       No custodian reported
       +00% 1 yr$236M
11388. 11388
       Sygnus Capital PR LLCGuaynabo, PR · 15 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$236M
11389. 11389
       Ipsen Advisor GroupLittle Rock, AR · 337 clientsWealth managerHybrid
       Fidelity 100%
       +00% 1 yr$236M
11390. 11390
       R2 Wealth Management PartnersLincoln, NE · 430 clientsWealth manager
       Schwab 100%
       +00% 1 yr$236M
11391. 11391
       Arlington Wealth ManagementArlington Heights, IL · 226 clientsWealth manager
       Schwab 100%
       +00% 1 yr$236M
11392. 11392
       Heritage Financial Counselors, LLCBedminster, NJ · 143 clientsWealth manager
       Schwab 100%
       +00% 1 yr$236M
11393. 11393
       Bamboo Wealth StrategiesSan Diego, CA · 229 clientsWealth manager
       Schwab 100%
       +00% 1 yr$236M
11394. 11394
       Crosslayer Capital Management LLC4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$236M
11395. 11395
       Crown Oak Advisors54 clientsWealth manager
       Schwab 77%Fidelity Distributors Company 23%
       +00% 1 yr$236M
11396. 11396
       Creo Capital Partners Management LLCMiami, FL · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$236M
11397. 11397
       Nierenberg Investment Management Company, LLC4 clientsPrivate fund adviser
       Goldman Sachs 100%
       +00% 1 yr$235M
11398. 11398
       Birch Capital Management, LLC35 clientsWealth manager
       Schwab 100%
       +00% 1 yr$235M
11399. 11399
       NDH Opportunity LLC5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$235M
11400. 11400
       Portland Private Wealth Management, Inc.Portland, OR · 455 clientsWealth manager
       Schwab 100%
       +00% 1 yr$235M