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

5041. 11147
      Kral Financial Advisors, LLC55 clients
      Schwab 100%
      +00% 1 yr$247M
5042. 11150
      BPP Wealth Solutions, LLCBasking Ridge, NJ · 113 clientsHybrid
      Schwab 100%
      +00% 1 yr$247M
5043. 11151
      Blueline AdvisorsExeter, NH · 148 clients
      Schwab 64%LPL Financial 23%
      +00% 1 yr$247M
5044. 11152
      Washington Growth Strategies LLCWashington, DC · 40 clients
      Schwab 100%
      +00% 1 yr$247M
5045. 11153
      Anchor Bay Capital, Inc.Carlsbad, CA · 190 clientsHybridAnchor Bay Securities, LLC
      Schwab 100%
      +00% 1 yr$247M
5046. 11155
      AGP Franklin, LLCFranklin, TN · 456 clientsWrap sponsor
      Raymond James 100%
      +00% 1 yr$247M
5047. 11157
      Intervest LTDChevy Chase, MD · 175 clients
      SEI 100%
      +00% 1 yr$247M
5048. 11158
      Northern Edge Wealth ManagementMarquette, MI · 551 clientsHybrid
      Schwab 100%
      +00% 1 yr$247M
5049. 11159
      Eudaimonia Asset Management, LLCWinchester, TN · 684 clientsHybrid
      No custodian reported
      +00% 1 yr$247M
5050. 11160
      Tenet Wealth Partners, LLCChampaign, IL · 442 clients
      Pershing 100%
      +00% 1 yr$247M
5051. 11162
      Lighthouse Wealth Management, LLCCamp Hill, PA · 93 clients
      Schwab 100%
      +00% 1 yr$247M
5052. 11163
      Value Investment Professionals, LLCNew York, NY · 158 clients
      Schwab 100%
      +00% 1 yr$247M
5053. 11165
      Strive Financial Group, LLCCarmel, IN · 769 clients
      Schwab 100%
      +00% 1 yr$247M
5054. 11167
      17 Capital Partners, LLCPhoenix, AZ · 190 clients
      RBC 100%
      +00% 1 yr$246M
5055. 11169
      Taconic AdvisorsSaugerties, NY · 133 clients
      Fidelity 100%
      +00% 1 yr$246M
5056. 11171
      McKinney Capital ManagementHouston, TX · 689 clientsHybrid
      Schwab 100%
      +00% 1 yr$246M
5057. 11172
      NefpgBurlington, MA · 196 clientsHybrid
      Raymond James 100%
      +00% 1 yr$246M
5058. 11173
      The Professional Financial Company LLCOrem, UT · 285 clients
      Schwab 77%Wells Fargo 23%
      +00% 1 yr$246M
5059. 11174
      Asempa Wealth AdvisorsBaton Rouge, LA · 88 clients
      Fidelity 100%
      +00% 1 yr$246M
5060. 11176
      DES Moines Investments, LLCDes Moines, IA · 700 clients
      No custodian reported
      +00% 1 yr$246M
5061. 11177
      Retirement Planning ServicesKnoxville, TN · 248 clients
      Fidelity 100%
      +00% 1 yr$246M
5062. 11178
      Sierra Pacific Private Wealth, LLCPleasanton, CA · 290 clients
      Schwab 100%
      +00% 1 yr$246M
5063. 11180
      Pinnacle West Asset Management IncCasper, WY · 98 clients
      Schwab 100%
      +00% 1 yr$246M
5064. 11182
      Insight Investment CounselEl Segundo, CA · 92 clients
      Schwab 100%
      +00% 1 yr$246M
5065. 11183
      Toro West Capital AdvisorsLouisville, CO · 21 clients
      Schwab 100%
      +00% 1 yr$246M
5066. 11184
      Global Wealth Management, LLCKingston, NJ · 76 clients
      Schwab 94%
      +00% 1 yr$246M
5067. 11186
      Wealthway Financial AdvisorsNorfolk, VA · 166 clients
      Schwab 100%
      +00% 1 yr$246M
5068. 11188
      RM Financial Services, LLCFalmouth, ME · 402 clientsHybrid
      Schwab 100%
      +00% 1 yr$245M
5069. 11189
      Optimist Retirement Group, LLCBellevue, WA · 119 clients
      Schwab 100%
      +00% 1 yr$245M
5070. 11191
      Cannon Wealth Management ServicesWinston Salem, NC · 411 clientsHybrid
      Schwab 100%
      +00% 1 yr$245M
5071. 11193
      W Advisors LLCGermantown, TN · 95 clientsHybrid
      Schwab 100%
      +00% 1 yr$245M
5072. 11195
      Integras Partners, LLCAlpharetta, GA · 188 clients
      Fidelity 100%
      +00% 1 yr$245M
5073. 11196
      Merrion Investment Management Co, LLCCranford, NJ · 37 clients
      Schwab 100%
      +00% 1 yr$245M
5074. 11198
      994 GroupAustin, TX · 214 clients
      Schwab 100%
      +00% 1 yr$245M
5075. 11200
      Clear Ridge Wealth Management, LLCKalamazoo, MI · 132 clients
      Schwab 65%Fidelity 35%
      +00% 1 yr$245M
5076. 11201
      Stirlingshire InvestmentsNew York, NY · 1,071 clientsHybridStirlingshire BD LLC
      Apex Fintech 100%
      +00% 1 yr$245M
5077. 11202
      Boyce & Associates Wealth Consulting, Inc.Cedar Park, TX · 268 clients
      Schwab 100%
      +00% 1 yr$245M
5078. 11203
      City Different InvestmentsSanta Fe, NM · 105 clients
      Schwab 75%Fidelity 25%
      +00% 1 yr$244M
5079. 11204
      Lederer & Associates Investment CounselLong Beach, CA · 137 clients
      Schwab 100%
      +00% 1 yr$244M
5080. 11206
      Bazis Private Wealth, LLCOmaha, NE · 210 clientsWrap sponsor
      LPL Financial 100%
      +00% 1 yr$244M