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

12001. 12001
       Smart Portfolios, LLCLake Forest Park, WA · 150 clientsWealth manager
       Schwab 89%
       +00% 1 yr$210M
12002. 12002
       Crescent Sterling LTD.Metairie, LA · 195 clientsWealth manager
       Schwab 100%
       +00% 1 yr$210M
12003. 12003
       Alcosta Capital Management, Inc.San Ramon, CA · 60 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$210M
12004. 12004
       Atlantic Family Wealth, LLCCoral Gables, FL · 251 clientsWealth managerHybrid
       LPL Financial 100%
       +00% 1 yr$210M
12005. 12005
       Macroclimate LLC43 clientsWealth manager
       Schwab 100%
       +00% 1 yr$210M
12006. 12006
       Daniel Investment Group Inc.Royal Oak, MI · 214 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$210M
12007. 12007
       Pare Partners II LLCMiami, FL · 13 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$210M
12008. 12008
       Sander Capital Advisors, Inc.Seattle, WA · 15 clientsWealth manager
       Morgan Stanley 100%
       +00% 1 yr$210M
12009. 12009
       Treetop Wealth Management, LLCNorthfield, IL · 100 clientsWealth manager
       No custodian reported
       +00% 1 yr$210M
12010. 12010
       Cornerstone Securities LLCOverland Park, KS · 900 clientsWealth manager
       Schwab 100%
       +00% 1 yr$210M
12011. 12011
       Magellan Planning GroupAtlanta, GA · 251 clientsWealth manager
       Schwab 100%
       +00% 1 yr$210M
12012. 12012
       Huffman & Ross Wealth Management LLCMorgantown, WV · 412 clientsWealth manager
       SEI 100%
       +00% 1 yr$210M
12013. 12013
       Lummis Asset Management, L.P.Fort Worth, TX · 43 clientsWealth manager
       Schwab 61%Fifth Third Bank 39%
       +00% 1 yr$210M
12014. 12014
       Gouws Capital LLCCharlotte, NC · 52 clientsWealth manager
       Schwab 100%
       +00% 1 yr$210M
12015. 12015
       Williams Financial, LLCNorth Bennington, VT · 267 clientsWealth manager
       Schwab 100%
       +00% 1 yr$210M
12016. 12016
       Hover4pi Capital Management LimitedHong Kong, Hong Kong · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$210M
12017. 12017
       Advisory Investor Services LLCMiami, FL · 189 clientsAsset managerHybridMiura Capital, LLC, clears through Pershing
       Pershing 85%
       +00% 1 yr$210M
12018. 12018
       T.M. Wealth ManagementReston, VA · 99 clientsWealth manager
       Schwab 100%
       +00% 1 yr$210M
12019. 12019
       Cultivating Wealth175 clientsWealth manager
       Schwab 100%
       +00% 1 yr$210M
12020. 12020
       Sunstate Wealth Management LLCCoral Gables, FL · 6 clientsAsset managerHybrid
       Sunstate Bank 100%
       +00% 1 yr$210M
12021. 12021
       Highland RIM Capital, L.P.Nashville, TN · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$210M
12022. 12022
       IMG Wealth Management, Inc.Jacksonville, FL · 710 clientsWealth managerHybrid
       Schwab 92%
       +00% 1 yr$210M
12023. 12023
       Telligent Investment Management, LLCAdmiralty, Hong Kong, China · 4 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$210M
12024. 12024
       Shellman Investment Management, LLCCoral Gables, FL · 134 clientsWealth managerHybridSeminario Securities LLC, clears through Pershing
       Morgan Stanley 85%
       +00% 1 yr$210M
12025. 12025
       Runde & Co. LLCSeattle, WA · 44 clientsWealth manager
       Schwab 100%
       +00% 1 yr$209M
12026. 12026
       Babb Wealth Advisors LLCFlagstaff, AZ · 347 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$209M
12027. 12027
       Zimmermann Alan L21 clientsWealth manager
       No custodian reported
       +00% 1 yr$209M
12028. 12028
       Cannon Beach Financial AdvisorsSan Ramon, CA · 122 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$209M
12029. 12029
       Wharton Wealth Management, LLCMalvern, PA · 333 clientsWealth managerHybrid
       Pershing 100%
       +00% 1 yr$209M
12030. 12030
       Financial Investment Team ("fit")Portland, OR · 303 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$209M
12031. 12031
       Filigree Wealth Advisors, LLCIrvine, CA · 45 clientsWealth manager
       Schwab 100%
       +00% 1 yr$209M
12032. 12032
       Creative Investment GroupNashville, TN · 144 clientsWealth manager
       LPL Financial 87%
       +00% 1 yr$209M
12033. 12033
       ELI Circle Capital, LPLos Angeles, CA · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$209M
12034. 12034
       Werlinich Asset Management, L.L.C.51 clientsWealth manager
       Schwab 100%
       +00% 1 yr$209M
12035. 12035
       Capital Asset Management, LLCDenver, CO · 162 clientsWealth managerHybrid
       Fidelity 88%
       +00% 1 yr$209M
12036. 12036
       Reservoir Wealth ManagementLima, OH · 460 clientsWealth manager
       Schwab 77%Capital Client Group 23%
       +00% 1 yr$209M
12037. 12037
       Cavu Wealth ManagementLakeside, CA · 378 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$209M
12038. 12038
       Madson Wealth Advisors Inc.Santa Rosa, CA · 171 clientsWealth manager
       Schwab 100%
       +00% 1 yr$209M
12039. 12039
       Sephira Investment Advisors (UK) LimitedLondon, United Kingdom · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$209M
12040. 12040
       Southcol AdvisorsNaples, FL · 8 clientsAsset manager
       Schwab 100%
       +00% 1 yr$209M