The Wealth Manager 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

4521. 10391
      Skyview Financial Group, LLCPonte Vedra Beach, FL · 362 clientsWrap sponsor
      Fidelity Distributors Company 100%
      +00% 1 yr$287M
4522. 10392
      Otto & Associates, Inc.Norwich, VT · 152 clients
      Schwab 100%
      +00% 1 yr$287M
4523. 10394
      J.F. Williams Co., Inc.Denver, CO · 144 clients
      Schwab 100%
      +00% 1 yr$286M
4524. 10395
      Tritonpoint Partners, LLCChevy Chase, MD · 74 clients
      Fidelity 100%
      +00% 1 yr$286M
4525. 10397
      The Foundation Investment GroupLafayette, CA · 151 clientsHybrid
      Schwab 100%
      +00% 1 yr$286M
4526. 10398
      JIM Saulnier & Associates, LLCFort Collins, CO · 184 clients
      Schwab 100%
      +00% 1 yr$286M
4527. 10399
      Shaker Financial ServicesAnnapolis, MD · 329 clients
      No custodian reported
      +00% 1 yr$286M
4528. 10401
      Schulhoff & Co IncCincinnati, OH · 90 clients
      Fidelity 100%
      +00% 1 yr$286M
4529. 10402
      RPC Private Wealth, LLCHinsdale, IL · 331 clients
      Schwab 79%
      +00% 1 yr$286M
4530. 10405
      The Holland Group, Retirement Wealth Advisors, LLCClearwater, FL · 755 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$286M
4531. 10406
      Synchronous Wealth Advisors LLC61 clients
      Fidelity 100%
      +00% 1 yr$286M
4532. 10407
      Lotusgroup AdvisorsDenver, CO · 186 clients
      Schwab 100%
      +00% 1 yr$286M
4533. 10408
      Preston Wealth Advisors, LLC.Reston, VA · 394 clients
      Schwab 100%
      +00% 1 yr$286M
4534. 10410
      Sanchez Gaunt Capital Management, LLCReno, NV · 830 clients
      Assetmark Brokerage 100%
      +00% 1 yr$286M
4535. 10411
      Financial Forum, Inc.Spokane, WA · 572 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$286M
4536. 10414
      Omnistar Financial Group, Inc.Wilmington, NC · 261 clients
      Fidelity 100%
      +00% 1 yr$286M
4537. 10415
      Gold Medal Waters, Inc.145 clients
      Altruist 100%
      +00% 1 yr$286M
4538. 10417
      Integrity Wealth Advisors, Inc.Ventura, CA · 832 clients
      Schwab 100%
      +00% 1 yr$285M
4539. 10418
      The Palmer Knight CompanyJacksonville, FL · 163 clients
      TradePMR / Robinhood 100%
      +00% 1 yr$285M
4540. 10419
      Fingerlakes Wealth Management, Inc.Ithaca, NY · 592 clientsHybrid
      Schwab 87%
      +00% 1 yr$285M
4541. 10420
      Ayrshire Capital Management LLCWestport, CT · 111 clients
      Schwab 71%Fidelity 29%
      +00% 1 yr$285M
4542. 10421
      Oaktrust Wealth Advisors, LLC236 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$285M
4543. 10422
      Tencap Wealth CoachingSouth Jordan, UT · 753 clients
      Altruist 100%
      +00% 1 yr$285M
4544. 10423
      Pandora Wealth, Inc.Las Vegas, NV · 109 clientsWrap sponsor
      LPL Financial 100%
      +00% 1 yr$285M
4545. 10424
      Mosaic Wealth Management LLCBloomington, IN · 199 clientsWrap sponsor
      Raymond James 100%
      +00% 1 yr$285M
4546. 10425
      Physician Family Financial Advisors IncBeaverton, OR · 376 clients
      Betterment 100%
      +00% 1 yr$285M
4547. 10427
      Capital Financial PlannersSalem, OR · 221 clientsWrap sponsor
      Assetmark Trust 73%Schwab 27%
      +00% 1 yr$285M
4548. 10428
      Kane Company Wealth Management, Inc.Johnston, IA · 198 clients
      Schwab 100%
      +00% 1 yr$285M
4549. 10429
      Oak Advisors, LLCBluffton, SC · 163 clients
      Schwab 100%
      +00% 1 yr$285M
4550. 10430
      Cornerstone Wealth Management GroupGreeneville, TN · 582 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$285M
4551. 10431
      Oath Planning, LLCTulsa, OK · 502 clients
      Fidelity 60%Altruist 32%
      +00% 1 yr$285M
4552. 10432
      Lighthouse RetirementPonte Vedra, FL · 182 clients
      Interactive Brokers 55%Schwab 45%
      +00% 1 yr$285M
4553. 10433
      Sound Stewardship, LLCOverland Park, KS · 190 clients
      Fidelity Distributors Company 73%Schwab 27%
      +00% 1 yr$285M
4554. 10434
      Open Window Financial Solutions, LTD.Reno, NV · 101 clients
      Fidelity 100%
      +00% 1 yr$284M
4555. 10437
      Benningfield Financial Advisors, LLCSan Francisco, CA · 48 clients
      Fidelity 100%
      +00% 1 yr$284M
4556. 10439
      Glashofer Financial Advisors163 clients
      Schwab 100%
      +00% 1 yr$284M
4557. 10441
      The Foundry Financial Group, Inc.Laconia, NH · 296 clients
      Schwab 100%
      +00% 1 yr$284M
4558. 10442
      Freeman, Will & Niemeier, Inc.Evansville, IN · 388 clients
      Schwab 77%Voya Financial Advisors 23%
      +00% 1 yr$284M
4559. 10444
      Peninsula Asset Management IncBradenton, FL · 185 clients
      Schwab 100%
      +00% 1 yr$284M
4560. 10445
      Cane Capital Partners, LLCSaint Francisville, LA · 325 clients
      Schwab 100%
      +00% 1 yr$284M