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

12321. 12321
       Round2 Investment Partners LLCNew York, NY · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$196M
12322. 12322
       Grand Central Investment Group, LLCTampa, FL · 238 clientsWealth managerWrap sponsor
       TradePMR / Robinhood 100%
       +00% 1 yr$196M
12323. 12323
       Amphora Wealth Management, LLCChapel Hill, NC · 103 clientsWealth manager
       Fidelity 87%
       +00% 1 yr$196M
12324. 12324
       Reyes Financial Architecture Inc.San Diego, CA · 170 clientsWealth manager
       Schwab 99%
       +00% 1 yr$196M
12325. 12325
       Smith Partners Wealth Management, LLCGreensboro, NC · 123 clientsWealth manager
       Schwab 100%
       +00% 1 yr$196M
12326. 12326
       Bellingrath Wealth Management, L.L.C.New Orleans, LA · 210 clientsBroker-dealer firm
       No custodian reported
       +00% 1 yr$196M
12327. 12327
       Hummer Financial Advisory Services Inc44 clientsWealth manager
       Wells Fargo 66%Schwab 34%
       +00% 1 yr$196M
12328. 12328
       Trueman BrownLake Zurich, IL · 129 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$196M
12329. 12329
       Frazier Financial Consultants, LLCChapel Hill, NC · 89 clientsWealth manager
       Schwab 100%
       +00% 1 yr$196M
12330. 12330
       Monson Wealth Management LLC15 clientsAsset manager
       Raymond James 100%
       +00% 1 yr$196M
12331. 12331
       Golden Gate Personal Financial PlanningSan Francisco, CA · 33 clientsWealth manager
       Schwab 100%
       +00% 1 yr$196M
12332. 12332
       Hillman Capital Management IncBethesda, MD · 185 clientsAsset managerHybrid
       Schwab 63%Morgan Stanley 24%
       +00% 1 yr$196M
12333. 12333
       Spice Expeditions, LPWestport, CT · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$196M
12334. 12334
       Interactive Advisers, Interactive AdvisorsLondon, United Kingdom · 3,467 clientsWealth managerPublic-company ownedAffiliated broker-dealerInteractive Brokers LLC
       Interactive Brokers 100%
       +00% 1 yr$196M
12335. 12335
       J.K. Financial, Inc.Dallas, TX · 133 clientsWealth manager
       Schwab 100%
       +00% 1 yr$196M
12336. 12336
       J2 Capital Management, Inc.Troy, MI · 209 clientsWealth manager
       Schwab 100%
       +00% 1 yr$196M
12337. 12337
       Balance Capital Partners L.P.Miami, FL · 2 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$196M
12338. 12338
       Tepp Wealth ManagementWestfield, NJ · 149 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$196M
12339. 12339
       Marvin & Palmer AssociatesWilmington, DE · 7 clientsPrivate fund adviser
       J.P. Morgan 100%
       +00% 1 yr$196M
12340. 12340
       Stonetree Investment Partners LLCDallas, TX · 6 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$196M
12341. 12341
       Ark Advisors LLCBloomington, IL · 339 clientsWealth manager
       Wells Fargo 86%
       +00% 1 yr$196M
12342. 12342
       Vfpe Advisors LLCAudubon, PA · 13 clientsPrivate fund adviserHybrid
       No custodian reported
       +00% 1 yr$196M
12343. 12343
       North Ground Capital3 clientsAsset manager
       Merrill / Bank of America 100%
       +00% 1 yr$196M
12344. 12344
       Charter Wealth ManagementRaleigh, NC · 108 clientsAsset manager
       Schwab 55%Empower Financial Services 45%
       +00% 1 yr$196M
12345. 12345
       Clark & Stuart IncPortland, ME · 180 clientsWealth manager
       Schwab 100%
       +00% 1 yr$196M
12346. 12346
       Frazee Investment Consulting, Inc.Memphis, TN · 110 clientsWealth manager
       Schwab 100%
       +00% 1 yr$196M
12347. 12347
       Atcap Partners, LLCRockville, MD · 349 clientsWealth managerHybridCeros Financial Services, Inc., Ceros Vermoegensverwaltung AG, clears through National Financial Services (Fidelity), Axos Clearing
       Fidelity 100%
       +00% 1 yr$196M
12348. 12348
       Plan FinancialFresno, CA · 817 clientsWealth manager
       No custodian reported
       +00% 1 yr$195M
12349. 12349
       American Community Wealth Management, LLCCrystal Lake, IL · 469 clientsWealth managerBank-affiliatedHybrid
       Fidelity 100%
       +00% 1 yr$195M
12350. 12350
       Fort Street Asset Management LLCHonolulu, HI · 30 clientsPrivate fund adviser
       Interactive Brokers 70%Schwab 30%
       +00% 1 yr$195M
12351. 12351
       RMR Wealth ManagementNew York, NY · 189 clientsWealth managerHybrid
       Schwab 100%
       +00% 1 yr$195M
12352. 12352
       Westmark Wealth ManagementPhoenix, AZ · 575 clientsWealth manager
       Fidelity 80%
       +00% 1 yr$195M
12353. 12353
       Independent Wealth Advisors, LLCCary, NC · 258 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$195M
12354. 12354
       Northstar Financial Advisors, Inc.135 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$195M
12355. 12355
       Monterone Partners LLPLondon, United Kingdom · 8 clientsAsset manager
       Pictet & CIE (europe) S.A. 100%
       +00% 1 yr$195M
12356. 12356
       FEG Curio Investment Partners, LLCCincinnati, OH · 15 clientsPrivate fund adviser
       Schwab 66%Fidelity 34%
       +00% 1 yr$195M
12357. 12357
       Emergent Financial Services, LLC.Charlottesville, VA · 246 clientsAsset manager
       Altruist 100%
       +00% 1 yr$195M
12358. 12358
       Baird Venture Partners Management Company V, LLCMilwaukee, WI · 3 clientsPrivate fund adviserHybridRobert W. Baird & Co. Incorporated
       No custodian reported
       +00% 1 yr$195M
12359. 12359
       Frugal Financial Retirement Plan Services, LLCMobile, AL · 128 clientsAsset manager
       Matrix Trust 100%
       +00% 1 yr$195M
12360. 12360
       Columbia River Financial GroupVancouver, WA · 278 clientsWealth manager
       Schwab 100%
       +00% 1 yr$195M