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

11761. 11761
       Agis Management LLCClearwater, FL · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$220M
11762. 11762
       Sunstone Asset ManagementNew York, NY · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$220M
11763. 11763
       Terra Nova Asset Management LLCNew York, NY · 69 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$220M
11764. 11764
       Cabin Advisors, LLCOverland Park, KS · 414 clientsBroker-dealer firmHybridCabin Securities, Inc., JCC Capital Markets, LLC
       No custodian reported
       +00% 1 yr$220M
11765. 11765
       Cornerstone Financial GroupAppleton, WI · 579 clientsWealth manager
       Schwab 100%
       +00% 1 yr$220M
11766. 11766
       Stabilis Capital Management, LPNew York, NY · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$220M
11767. 11767
       Reicon Wealth Advisors, LLCAtlanta, GA · 59 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$220M
11768. 11768
       Jericho FinancialWesterville, OH · 396 clientsWealth manager
       Schwab 100%
       +00% 1 yr$220M
11769. 11769
       Family Office Investment Advisory LLCScottsdale, AZAsset manager
       Schwab 100%
       +00% 1 yr$220M
11770. 11770
       Sargasso Partners LLPLondon, United Kingdom · 5 clientsAsset manager
       No custodian reported
       +00% 1 yr$220M
11771. 11771
       Strategic Swiss Advisors AGWollerau, Switzerland · 5 clientsWealth managerBank-affiliated
       Bank Julius Baer & Co. LTD. 77%UBS 23%
       +00% 1 yr$220M
11772. 11772
       Robert Priske, LLCHonolulu, HI · 161 clientsWealth manager
       No custodian reported
       +00% 1 yr$220M
11773. 11773
       Solyco Capital LLCRochester, MI · 49 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$220M
11774. 11774
       Alpha Wealth Strategies, LLC36 clientsWealth manager
       SEI 88%
       +00% 1 yr$220M
11775. 11775
       Veritas Wealth ManagementNorth Kingstown, RI · 222 clientsWealth manager
       Schwab 100%
       +00% 1 yr$220M
11776. 11776
       Ekon Advisors, LLCSt. Louis, MO · 15 clientsAsset managerHybrid
       Matrix Trust 46%Vanguard 34%
       +00% 1 yr$220M
11777. 11777
       RHS Financial, LLCSan Francisco, CA · 136 clientsWealth manager
       Schwab 74%Interactive Brokers 25%
       +00% 1 yr$220M
11778. 11778
       Rising Point CapitalChicago, IL · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$220M
11779. 11779
       Elevation Wealth Partners LLC101 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$220M
11780. 11780
       The Personal Wealth CoachSalado, TX · 233 clientsWealth manager
       Pershing 84%
       +00% 1 yr$220M
11781. 11781
       Tolis Advisors, LPNew York, NY · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$220M
11782. 11782
       Copper Leaf Financial, LLCWilliston, VT · 155 clientsWealth manager
       Fidelity 68%Schwab 32%
       +00% 1 yr$220M
11783. 11783
       Newbridge Wealth ManagementBryn Mawr, PA · 154 clientsWealth manager
       No custodian reported
       +00% 1 yr$220M
11784. 11784
       Viburnum Funds PTY LTDNedlands, Australia · 13 clientsAsset manager
       No custodian reported
       +00% 1 yr$219M
11785. 11785
       Skyoak Capital, Inc.Las Vegas, NV · 268 clientsWealth manager
       Schwab 90%
       +00% 1 yr$219M
11786. 11786
       Slocum, Gordon & Co. LLPNewport, RI · 131 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$219M
11787. 11787
       Robert Stephen Capital Management LLCTulsa, OK · 188 clientsWealth manager
       Raymond James 57%Fidelity Distributors Company 43%
       +00% 1 yr$219M
11788. 11788
       Motiv8 Investments LLCPort St Lucie, FL · 726 clientsWealth manager
       Schwab 100%
       +00% 1 yr$219M
11789. 11789
       Four Quadrant Wealth Advisors, Inc.Carmel, IN · 100 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$219M
11790. 11790
       Forteris Wealth Management, Inc.Armonk, NY · 185 clientsWealth manager
       TradePMR / Robinhood 100%
       +00% 1 yr$219M
11791. 11791
       Summit Financial Working With People You TrustSterling Heights, MI · 1,139 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$219M
11792. 11792
       Ally Bridge Group (NY) LLCNew York, NY · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$219M
11793. 11793
       Romain Walsh Clerou Professional Investment Mgmt42 clientsWealth manager
       Schwab 100%
       +00% 1 yr$219M
11794. 11794
       EMC Capital Management, LLCHouston, TX · 18 clientsWealth manager
       Schwab 100%
       +00% 1 yr$219M
11795. 11795
       SAN Blas Advisory, Inc.Atlanta, GA · 665 clientsWealth managerHybridSAN Blas Securities LLC
       Schwab 100%
       +00% 1 yr$219M
11796. 11796
       Vaughan and Company Securities, Inc.Ridgewood, NJ · 193 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$219M
11797. 11797
       E-Wealth PartnersMinnetonka, MN · 231 clientsWealth manager
       Schwab 100%
       +00% 1 yr$219M
11798. 11798
       Christian Financial AdvisorsNew Braunfels, TX · 479 clientsWealth manager
       Schwab 100%
       +00% 1 yr$219M
11799. 11799
       Foster & Wood, Inc.Lake Oswego, OR · 108 clientsAsset manager
       Schwab 43%Empower Financial Services 26%
       +00% 1 yr$219M
11800. 11800
       Capital Consulting & Asset ManagementLincoln, NE · 180 clientsWealth managerHybrid
       Fidelity 100%
       +00% 1 yr$219M