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

11401. 11401
       Crew Capital Management, LTD.Cincinnati, OH · 203 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$235M
11402. 11402
       Hutchinson & Ziegler Financial Advisors, Inc.San Rafael, CA · 62 clientsWealth manager
       Schwab 100%
       +00% 1 yr$235M
11403. 11403
       R.I.T. Wealth AdvisorsSan Luis Obispo, CA · 262 clientsWealth manager
       No custodian reported
       +00% 1 yr$235M
11404. 11404
       Spectrum Financial ResourcesTroy, MI · 723 clientsWealth managerHybrid
       Pershing 73%Schwab 27%
       +00% 1 yr$235M
11405. 11405
       PromethiumBethesda, MD · 287 clientsWealth managerWrap sponsor
       Schwab 73%Fidelity 27%
       +00% 1 yr$235M
11406. 11406
       WhvpZurich, Switzerland · 130 clientsWealth manager
       Bank Vontobel AG 45%Dreyfus Soehne & CIE AG, Banquiers 35%
       +00% 1 yr$235M
11407. 11407
       Big Sioux Wealth ManagementWatertown, SD · 868 clientsWealth managerBank-affiliatedHybrid
       Schwab 100%
       +00% 1 yr$235M
11408. 11408
       Ampersand Capital Group, L.P.Burlingame, CA · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$235M
11409. 11409
       Lind Capital PartnersEvanston, IL · 79 clientsWealth manager
       Schwab 58%Fidelity 42%
       +00% 1 yr$235M
11410. 11410
       MBF Healthcare Management II, LLCCoral Gables, FL · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$235M
11411. 11411
       Horizon Wealth Advisors582 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$235M
11412. 11412
       Kingsman Wealth Management Inc.Pensacola, FL · 216 clientsWealth manager
       Schwab 100%
       +00% 1 yr$235M
11413. 11413
       Northland Capital ManagementVirginia, MN · 283 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$235M
11414. 11414
       Camelotta AdvisorsSan Francisco, CA · 61 clientsWealth manager
       Fidelity 88%
       +00% 1 yr$235M
11415. 11415
       Altura Wealth AdvisorsVirginia Beach, VA · 261 clientsWealth manager
       Schwab 100%
       +00% 1 yr$235M
11416. 11416
       Partnership Wealth ManagementTowson, MD · 139 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$235M
11417. 11417
       Sustainable Advisors Alliance LLCTulsa, OK · 559 clientsWealth manager
       Schwab 71%
       +00% 1 yr$235M
11418. 11418
       Tevis Investment Management, LLCPlano, TX · 431 clientsWealth manager
       Schwab 100%
       +00% 1 yr$235M
11419. 11419
       Watercolor FinancialAustin, TX · 152 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$235M
11420. 11420
       Peak Investment Advisors, Inc.Colorado Springs, CO · 40 clientsWealth manager
       Schwab 100%
       +00% 1 yr$235M
11421. 11421
       Plan TO Prosper Wealth ManagementOrmond Beach, FL · 418 clientsWealth manager
       Schwab 100%
       +00% 1 yr$234M
11422. 11422
       Reef Investment Management LLCLehi, UT · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$234M
11423. 11423
       Equanimity Financial PartnersPasadena, CA · 665 clientsWealth manager
       Schwab 100%
       +00% 1 yr$234M
11424. 11424
       Rademacher Financial, Inc.Lawrence, KS · 343 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$234M
11425. 11425
       Belleair Asset Management, LLCBelleair Bluffs, FL · 125 clientsWealth manager
       Schwab 100%
       +00% 1 yr$234M
11426. 11426
       Primestor Investment Management, LLCCulver City, CA · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$234M
11427. 11427
       Capital Management Advisor Group, LLCWalnut Creek, CA · 88 clientsWealth manager
       Capital Bank and Trust 100%
       +00% 1 yr$234M
11428. 11428
       St. Louis Financial Planners Asset Management, LLCChesterfield, MO · 446 clientsWealth manager
       Axos 100%
       +00% 1 yr$234M
11429. 11429
       Legacy Planning Advisors, LLCSuwanee, GA · 265 clientsWealth managerHybrid
       No custodian reported
       +00% 1 yr$234M
11430. 11430
       Bonfire Financial, LLCColorado Springs, CO · 278 clientsWealth manager
       Schwab 100%
       +00% 1 yr$234M
11431. 11431
       Delta Financial Advisors, IncKensington, MD · 245 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$234M
11432. 11432
       Daviman Financial, LLC256 clientsWealth manager
       Schwab 100%
       +00% 1 yr$234M
11433. 11433
       RPM Capital Partners, LLCNew York, NY · 4 clientsPrivate fund adviserAffiliated broker-dealerSiguler Guff Global Markets, LLC
       No custodian reported
       +00% 1 yr$234M
11434. 11434
       Sivik Global Healthcare, LLC3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$234M
11435. 11435
       Helium Advisors LLCVancouver, WA · 279 clientsWealth manager
       Fidelity 59%Schwab 30%
       +00% 1 yr$234M
11436. 11436
       Atlas Wealth Partners LLCWyomissing, PA · 314 clientsWealth manager
       Schwab 100%
       +00% 1 yr$234M
11437. 11437
       New China Capital Management Corp.Stamford, CT · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$234M
11438. 11438
       Fountain Square Asset ManagementCincinnati, OH · 398 clientsWealth managerHybrid
       Pershing 100%
       +00% 1 yr$234M
11439. 11439
       The Aranda Group Advisors, LLCJenkintown, PA · 159 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$234M
11440. 11440
       Skaana Management L.P.1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$234M