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

5001. 11097
      Ehrlich Financial GroupLaguna Niguel, CA · 207 clients
      Schwab 100%
      +00% 1 yr$250M
5002. 11098
      Altura Wealth Advisors Inc.Santa Clara, CA · 448 clients
      Schwab 100%
      +00% 1 yr$250M
5003. 11099
      Beadell A D Investment Counsel IncMequon, WI · 96 clients
      Schwab 78%
      +00% 1 yr$250M
5004. 11100
      FirstrustDaytona Beach, FL · 128 clients
      Schwab 100%
      +00% 1 yr$250M
5005. 11101
      Investology Inc.Reston, VA · 450 clients
      No custodian reported
      +00% 1 yr$250M
5006. 11102
      Bison Capital Advisors, LLCOklahoma City, OK · 163 clientsWrap sponsor
      No custodian reported
      +00% 1 yr$250M
5007. 11105
      Swiss UsadvisorsZurich, Switzerland · 100 clients
      No custodian reported
      +00% 1 yr$250M
5008. 11106
      Rutherford Investment ManagementPortland, OR · 65 clients
      Schwab 100%
      +00% 1 yr$250M
5009. 11107
      Dean Wealth Partners, LLCAustin, TX · 192 clientsHybrid
      Schwab 100%
      +00% 1 yr$250M
5010. 11108
      Oxenfree FinancialMelbourne, FL · 950 clients
      Schwab 100%
      +00% 1 yr$250M
5011. 11109
      Tidecrest Wealth Management, LLCNewport Beach, CA · 101 clients
      Fidelity 100%
      +00% 1 yr$250M
5012. 11110
      Braun-Bostich & Associates Inc.Canonsburg, PA · 269 clients
      Schwab 100%
      +00% 1 yr$250M
5013. 11111
      Vandalia WealthCharleston, WV · 469 clients
      Schwab 100%
      +00% 1 yr$250M
5014. 11112
      Processus Wealth & Capital Management, LLC57 clients
      Fidelity 100%
      +00% 1 yr$250M
5015. 11113
      Summit Wealth Management Group, Inc.Camarillo, CA · 386 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$250M
5016. 11114
      Calabasas Advisory Group, LLCWestlake Village, CA · 488 clients
      Fidelity 100%
      +00% 1 yr$250M
5017. 11115
      Northill Aims, LLCRichardson, TX · 120 clients
      Schwab 100%
      +00% 1 yr$249M
5018. 11116
      Chancellor Financial Group WB LPWilkes-Barre, PA · 1,298 clients
      Fidelity 100%
      +00% 1 yr$249M
5019. 11117
      Prairie Rivers Investments, LLCRobinson, IL · 293 clientsWrap sponsorHybrid
      Raymond James 100%
      +00% 1 yr$249M
5020. 11118
      E. Batoff & Co., Inc.Tampa, FL · 9 clients
      Schwab 100%
      +00% 1 yr$249M
5021. 11119
      Guided Capital Wealth Management, LLCHouston, TX · 162 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$249M
5022. 11121
      Emergent Wealth Advisors, LLCWilliamsville, NY · 370 clients
      Schwab 93%
      +00% 1 yr$249M
5023. 11125
      Forest Hill Capital, LLCLittle Rock, AR · 5 clients
      Jefferies 100%
      +00% 1 yr$249M
5024. 11126
      Evergreen Wealth Management, LLCWilliamston, MI · 706 clients
      Goldman Sachs 100%
      +00% 1 yr$249M
5025. 11127
      Lakewood Asset Management, LLCNaperville, IL · 156 clients
      Schwab 100%
      +00% 1 yr$249M
5026. 11128
      Michael Brady & Co., LLCWestlake, OH · 218 clients
      Fidelity 100%
      +00% 1 yr$249M
5027. 11129
      Cassedy Financial Group, Inc.Tampa, FL · 186 clients
      Schwab 100%
      +00% 1 yr$248M
5028. 11130
      Tribeca Financial, LLCMesa, AZ · 248 clients
      Schwab 100%
      +00% 1 yr$248M
5029. 11131
      DWD Portfolio Solutions, Inc.Pittsburgh, PA · 316 clientsHybrid
      Schwab 100%
      +00% 1 yr$248M
5030. 11132
      The Clifford Group LLCWayland, MA · 261 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$248M
5031. 11133
      Atwater Wealth Management, Inc.Boston, MA · 98 clientsWrap sponsor
      LPL Financial 100%
      +00% 1 yr$248M
5032. 11134
      Luedtke & Associates LLC482 clients
      Schwab 100%
      +00% 1 yr$248M
5033. 11135
      Masters Legacy PlanningLinwood, NJ · 146 clients
      Fidelity 100%
      +00% 1 yr$248M
5034. 11138
      Cedar Point Capital Partners, LLCCedar Rapids, IA · 300 clients
      Schwab 100%
      +00% 1 yr$248M
5035. 11139
      Gramercy Strategic Capital LLC36 clients
      Schwab 100%
      +00% 1 yr$248M
5036. 11140
      EverspireMidvale, UT · 803 clientsHybridM. H. Leblang, Inc.
      Fidelity 80%
      +00% 1 yr$248M
5037. 11141
      Focus Wealth Advisors, LLCHouston, TX · 115 clients
      Fidelity 100%
      +00% 1 yr$248M
5038. 11143
      Nova Wealth Management, Inc.Bonita Springs, FL · 268 clients
      Fidelity 51%Schwab 49%
      +00% 1 yr$248M
5039. 11145
      Wealth Intelligence, LLCColumbus, GA · 228 clients
      Schwab 100%
      +00% 1 yr$247M
5040. 11146
      Large and Gilbert Wealth AdvisoryAtlanta, GA · 289 clients
      Schwab 100%
      +00% 1 yr$247M