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

3881. 9354
      Resurgent AdvisorsAtlanta, GA · 381 clients
      Schwab 71%Raymond James 29%
      +00% 1 yr$355M
3882. 9355
      Lexington Research and Capital Group, LLCFayetteville, AR · 205 clients
      No custodian reported
      +00% 1 yr$355M
3883. 9357
      Capstone WealthBillings, MT · 169 clients
      Schwab 100%
      +00% 1 yr$354M
3884. 9358
      Wealth Advisors NWPortland, OR · 304 clients
      Schwab 100%
      +00% 1 yr$354M
3885. 9360
      Sightline Wealth Advisors, LLCGroton, CT · 290 clients
      Schwab 100%
      +00% 1 yr$354M
3886. 9361
      Life Planning Partners, Inc.Jacksonville, FL · 111 clients
      Fidelity 100%
      +00% 1 yr$354M
3887. 9364
      Piedmont Wealth AdvisoryReston, VA · 215 clients
      Raymond James 100%
      +00% 1 yr$354M
3888. 9365
      Wayfinding Financial, LLCLynnwood, WA · 364 clients
      Schwab 100%
      +00% 1 yr$353M
3889. 9366
      Targeted Financial Services, LLCSeminole, FL · 501 clients
      Fidelity 100%
      +00% 1 yr$353M
3890. 9371
      Southbridge Advisors, LLCMarieta, GA · 220 clients
      Schwab 77%
      +00% 1 yr$353M
3891. 9373
      Norris Financial Group, LLCGreenville, SC · 403 clientsWrap sponsorHybrid
      Pershing 100%
      +00% 1 yr$353M
3892. 9375
      Envision Financial LLCBrookfield, WI · 125 clients
      Schwab 100%
      +00% 1 yr$353M
3893. 9377
      Trail Ridge Investment Advisors, LLCFort Collins, CO · 230 clients
      Fidelity 100%
      +00% 1 yr$353M
3894. 9379
      JDM Financial Group LLC142 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$353M
3895. 9380
      Grattan Financial Strategies, Inc.San Gabriel, CA · 313 clientsHybrid
      No custodian reported
      +00% 1 yr$353M
3896. 9381
      Fortress Financial Group, LLCRochester, MN · 330 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$352M
3897. 9382
      Elysium Wealth Management, LLCSouth Jordan, UT · 773 clients
      Schwab 100%
      +00% 1 yr$352M
3898. 9384
      Innovative Advisory Partners, LLCHixson, TN · 443 clientsWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$352M
3899. 9385
      Clarendon Private LLCBoston, MA · 67 clientsBank-affiliated
      Schwab 100%
      +00% 1 yr$352M
3900. 9386
      Cherry Creek Investment Advisors IncEnglewood, CO · 382 clients
      Schwab 100%
      +00% 1 yr$352M
3901. 9388
      R.T. Jones Capital Equities Management Inc.St. Louis, MO · 4,108 clients
      Oneamerica Securities 100%
      +00% 1 yr$352M
3902. 9389
      LFASt. Cloud, MN · 518 clientsHybrid
      Schwab 100%
      +00% 1 yr$351M
3903. 9390
      Swan Capital671 clients
      Schwab 100%
      +00% 1 yr$351M
3904. 9391
      Caldwell Advisors, LLCBrentwood, TN · 506 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$351M
3905. 9394
      Dean Roland Russell, LLCSan Diego, CA · 176 clients
      No custodian reported
      +00% 1 yr$351M
3906. 9395
      Foresight Capital Management Advisors, Inc.Saline, MI · 577 clients
      Schwab 100%
      +00% 1 yr$351M
3907. 9396
      Sitrin Capital Management, LLCCentury City, CA · 236 clients
      Schwab 100%
      +00% 1 yr$351M
3908. 9397
      Heritage Retirement Advisors, LLCColleyville, TX · 345 clients
      Schwab 100%
      +00% 1 yr$351M
3909. 9399
      Entrust Financial LLCWayne, PA · 268 clients
      Schwab 100%
      +00% 1 yr$351M
3910. 9400
      Three Bearings Fiduciary Advisors, Inc.Hampton, NH · 199 clients
      Fidelity 78%
      +00% 1 yr$351M
3911. 9401
      Forty North WealthGlendale, CO · 534 clients
      Schwab 100%
      +00% 1 yr$351M
3912. 9403
      Bridgewater Asset Management LLCChesterfield, MO · 401 clientsWrap sponsorHybrid
      LPL Financial 98%
      +00% 1 yr$351M
3913. 9405
      V2 Financial Group, LLC205 clients
      Schwab 100%
      +00% 1 yr$350M
3914. 9409
      Sykon Capital LLCHarrison, NY · 664 clients
      Schwab 100%
      +00% 1 yr$350M
3915. 9410
      Sonoma AllocationsSanta Rosa, CA · 332 clients
      Schwab 100%
      +00% 1 yr$350M
3916. 9412
      Superior Planning Wealth Management & Family OfficeSan Diego, CA · 516 clientsHybrid
      Raymond James 42%Schwab 39%
      +00% 1 yr$350M
3917. 9414
      Empower Wealth ManagementCedar Park, TX · 551 clients
      Schwab 75%Fidelity 25%
      +00% 1 yr$349M
3918. 9415
      Aragon Capital LLCFort Lauderdale, FL · 1,209 clients
      Stonex Financial 64%
      +00% 1 yr$349M
3919. 9418
      FWG Investments, LLCLexington, KY · 1,846 clients
      Fidelity 100%
      +00% 1 yr$349M
3920. 9421
      Brooks, Moore & Associates, Inc.Chattanooga, TN · 177 clients
      Schwab 61%
      +00% 1 yr$349M