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

12961. 12961
       Jaykay Wealth Advisors, Inc.Houston, TX · 139 clientsBroker-dealer firmHybrid
       LPL Financial 100%
       +00% 1 yr$174M
12962. 12962
       Servo Wealth Management LLCOklahoma City, OK · 89 clientsWealth manager
       Schwab 100%
       +00% 1 yr$174M
12963. 12963
       Blakely Walters Wealth ManagementScottsdale, AZ · 314 clientsWealth managerHybrid
       SEI 100%
       +00% 1 yr$174M
12964. 12964
       Pemberwick Investment Advisors, LLCGreenwich, CT · 1 clientsAsset manager
       No custodian reported
       +00% 1 yr$174M
12965. 12965
       Pravati Capital LLCScottsdale, AZ · 5 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$174M
12966. 12966
       Anchor Point FinancialBakersfield, CA · 171 clientsWealth manager
       Schwab 100%
       +00% 1 yr$174M
12967. 12967
       Benchmark Capital Group LTD.Galena, IL · 166 clientsWealth manager
       Schwab 63%Axos 37%
       +00% 1 yr$174M
12968. 12968
       Douglass Investment GroupWichita, KS · 142 clientsWealth manager
       Raymond James 100%
       +00% 1 yr$174M
12969. 12969
       RLB FinancialSpringfield, MO · 607 clientsWealth manager
       Schwab 100%
       +00% 1 yr$174M
12970. 12970
       Pinafore Wealth Counsel Inc.Durham, NC · 105 clientsWealth manager
       Schwab 100%
       +00% 1 yr$174M
12971. 12971
       Neuenschwander Asset Management, LLCMcFarland, WI · 199 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$174M
12972. 12972
       Price Financial Group Wealth Management, Inc.Portland, OR · 549 clientsWealth managerWrap sponsor
       Schwab 99%
       +00% 1 yr$173M
12973. 12973
       Lion Equity Investment Advisors, LLCDenver, CO · 3 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$173M
12974. 12974
       IFCAuburn, CA · 1,050 clientsWealth manager
       Schwab 0%Altruist 0%
       +00% 1 yr$173M
12975. 12975
       Essentia Fund Advisors, LLC7 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$173M
12976. 12976
       Paradigm Capital ManagementReno, NV · 125 clientsWealth manager
       Schwab 100%
       +00% 1 yr$173M
12977. 12977
       Tilden Loucks & Woodnorth LLCElmhurst, IL · 47 clientsBroker-dealer firmHybridLasalle St Securities, L.L.C.
       Fidelity 100%
       +00% 1 yr$173M
12978. 12978
       Innis Investments237 clientsWealth manager
       Apex Fintech 100%
       +00% 1 yr$173M
12979. 12979
       Asco Financial Group, Inc.Kingston, PA · 61 clientsAsset managerHybrid
       Schwab 41%
       +00% 1 yr$173M
12980. 12980
       Leibman Financial Servces, Inc.Louisville, NE · 270 clientsWealth managerWrap sponsorHybrid
       LPL Financial 100%
       +00% 1 yr$173M
12981. 12981
       Winning Points Advisors, L.L.C.Boca Raton, FL · 209 clientsWealth manager
       Schwab 87%
       +00% 1 yr$173M
12982. 12982
       Gasaway Investment Advisors, Inc.Kalamazoo, MI · 446 clientsWealth manager
       Raymond James 59%Matrix Trust Co 41%
       +00% 1 yr$173M
12983. 12983
       International Asset ManagementSan Mateo, CA · 190 clientsWealth manager
       Schwab 63%Interactive Brokers 37%
       +00% 1 yr$173M
12984. 12984
       Azzendo Wealth AdvisorsHollywood, FL · 102 clientsWealth manager
       Schwab 100%
       +00% 1 yr$173M
12985. 12985
       Agility Equity PartnersPittsburgh, PA · 11 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$173M
12986. 12986
       Wabash Capital, Inc.Terre Haute, IN · 499 clientsWealth manager
       No custodian reported
       +00% 1 yr$173M
12987. 12987
       Shuttleworth & CompanyPowell, OH · 204 clientsWealth manager
       Schwab 100%
       +00% 1 yr$173M
12988. 12988
       Zynergy Retirement PlanningRed Bank, NJ · 172 clientsWealth manager
       Schwab 100%
       +00% 1 yr$173M
12989. 12989
       Stronghold Wealth Management L.L.C.Tampa, FL · 145 clientsWealth managerWrap sponsor
       Schwab 100%
       +00% 1 yr$173M
12990. 12990
       Barington Companies Investors, LLCNew York, NY · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$173M
12991. 12991
       Haybeach Capital Management, LLCRye, NY · 8 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$173M
12992. 12992
       Midwestern Financial GroupIowa City, IA · 135 clientsWealth manager
       Schwab 88%
       +00% 1 yr$173M
12993. 12993
       Ridgeline Private WealthMesa, AZ · 186 clientsWealth manager
       Schwab 100%
       +00% 1 yr$173M
12994. 12994
       Liberty Asset Management, Inc.Woodridge, IL · 243 clientsWealth manager
       Fidelity 100%
       +00% 1 yr$173M
12995. 12995
       Cornermen Financial, LLCSan Antonio, TX · 379 clientsWealth manager
       SEI 100%
       +00% 1 yr$173M
12996. 12996
       Counter Global, L.P.Santa Monica, CA · 1 clientsPrivate fund adviser
       No custodian reported
       +00% 1 yr$173M
12997. 12997
       Yanni & Associates Investment Advisors, LLCWexford, PA · 109 clientsWealth manager
       Schwab 100%
       +00% 1 yr$173M
12998. 12998
       Wealthbuilders InvestmentsGreenwood Village, CO · 271 clientsWealth manager
       Schwab 100%
       +00% 1 yr$173M
12999. 12999
       Walnut Private Equity Partners, LLCOmaha, NE · 2 clientsWealth manager
       BNY 93%
       +00% 1 yr$173M
13000. 13000
       Alluvial Capital Management, LLC51 clientsPrivate fund adviser
       Interactive Brokers 70%
       +00% 1 yr$173M