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

7241. 14148
      Strategic Portfolio Solutions, LLCDallas, TX · 188 clients
      Schwab 100%
      +00% 1 yr$136M
7242. 14149
      Horizon Capital Management, LLCLake Forest, IL · 40 clients
      Fidelity 66%Schwab 34%
      +00% 1 yr$136M
7243. 14151
      Professional Wealth Management Services LLCStatesville, NC · 60 clientsWrap sponsor
      LPL Financial 100%
      +00% 1 yr$136M
7244. 14152
      Paradigm Advisors, LLCDallas, TX · 83 clients
      Fidelity Distributors 100%
      +00% 1 yr$136M
7245. 14153
      Capitol Family Office, Inc.Beaverton, OR · 124 clients
      LPL Financial 61%Schwab 26%
      +00% 1 yr$136M
7246. 14154
      Wealthrise Financial Planning, LLCCarlsbad, CA · 98 clients
      Schwab 100%
      +00% 1 yr$136M
7247. 14155
      BH Asset Management, LLCNew York, NY · 95 clients
      Fidelity 83%
      +00% 1 yr$136M
7248. 14156
      15 EquitySanta Barbara, CA · 112 clientsHybrid
      Schwab 100%
      +00% 1 yr$136M
7249. 14157
      A J Feldman Financial, LLC140 clients
      Schwab 100%
      +00% 1 yr$136M
7250. 14158
      Kassira Wealth Management, LLC219 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$136M
7251. 14159
      McMahan Capital ManagementCarmel, IN · 43 clients
      No custodian reported
      +00% 1 yr$136M
7252. 14160
      Landmark Wealth Advisors, LLCFarmington, UT · 268 clientsHybrid
      Schwab 100%
      +00% 1 yr$136M
7253. 14161
      1n Capital, LLC25 clients
      Schwab 100%
      +00% 1 yr$136M
7254. 14162
      Veritas Wealth Management, LLCSalt Lake City, UT · 56 clients
      Schwab 77%Fidelity 23%
      +00% 1 yr$136M
7255. 14163
      Loretta Nolan Associates, LLCOld Greenwich, CT · 56 clients
      Schwab 100%
      +00% 1 yr$136M
7256. 14164
      Financial Management Associates, LLCWindham, NH · 343 clients
      Schwab 100%
      +00% 1 yr$136M
7257. 14165
      Luma CapitalNaples, FL · 72 clients
      Schwab 96%
      +00% 1 yr$136M
7258. 14166
      East Rock Financial Services, LLC39 clients
      Schwab 100%
      +00% 1 yr$136M
7259. 14169
      FR Financial Advisors LLCCoral Springs, FL · 137 clients
      Schwab 100%
      +00% 1 yr$136M
7260. 14171
      Hepworth Equity Partners, LLC421 clientsWrap sponsor
      No custodian reported
      +00% 1 yr$136M
7261. 14173
      Cassilly FinancialSeverna Park, MD · 188 clients
      Schwab 100%
      +00% 1 yr$136M
7262. 14175
      Revo Financial, LLCBartlesville, OK · 166 clients
      Fidelity 67%SEI 32%
      +00% 1 yr$135M
7263. 14176
      Dover Investment Advisory Corporation45 clients
      Fidelity 100%
      +00% 1 yr$135M
7264. 14177
      Global Financial Planning Group, LLCTroy, MI · 235 clientsWrap sponsorHybrid
      Schwab 77%LPL Financial 23%
      +00% 1 yr$135M
7265. 14179
      Keller Financial GroupCamp Hill, PA · 89 clients
      Assetmark Trust 100%
      +00% 1 yr$135M
7266. 14180
      Pathway Financial Solutions, Inc.Salina, KS · 309 clientsHybrid
      Schwab 100%
      +00% 1 yr$135M
7267. 14181
      Light Capital LLCSanta Monica, CA · 13 clients
      Schwab 100%
      +00% 1 yr$135M
7268. 14182
      Fogarty Wealth Management, Inc.Missouri City, TX · 150 clients
      Schwab 100%
      +00% 1 yr$135M
7269. 14183
      Chicago Capital Management Advisors, LLCLisle, IL · 620 clientsHybridAmerican Trust Investment Services, Inc.
      Fidelity 39%Schwab 33%
      +00% 1 yr$135M
7270. 14185
      Sparrow Wealth ManagementOrlando, FL · 64 clients
      Fidelity 100%
      +00% 1 yr$135M
7271. 14186
      Crystal Cove Asset ManagementNewport Beach, CA · 91 clients
      Schwab 100%
      +00% 1 yr$135M
7272. 14189
      IA Private Wealth (USA) Inc.Toronto, Ontario, Canada · 199 clientsAffiliated broker-dealerIA Private Wealth Inc.
      No custodian reported
      +00% 1 yr$135M
7273. 14190
      Kult Wealth Management Group, LLCBrookfield, WI · 69 clients
      Schwab 100%
      +00% 1 yr$135M
7274. 14191
      PSC Financial LLCBloomington, MN · 111 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$135M
7275. 14192
      Colton Wealth ManagementArcadia, CA · 109 clients
      Fidelity 100%
      +00% 1 yr$135M
7276. 14193
      Tradewinds Wealth ManagementPortland, OR · 261 clients
      Schwab 100%
      +00% 1 yr$135M
7277. 14194
      Brighter Financial Capital Management, LLCReston, VA · 338 clientsWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$135M
7278. 14195
      Aluman142 clients
      Schwab 100%
      +00% 1 yr$135M
7279. 14196
      Altum Wealth AdvisorsChico, CA · 241 clientsHybrid
      Schwab 100%
      +00% 1 yr$135M
7280. 14197
      Carota Wealth Management221 clients
      TradePMR / Robinhood 100%
      +00% 1 yr$135M