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

401. 2367
     Cetera Planning PartnersLeawood, KS · 4,849 clientsBank-affiliatedAffiliated broker-dealerAvantax Investment Services, Inc., Cetera Advisors LLC, clears through Pershing
     Schwab 91%
     +00% 1 yr$4.2B
402. 2369
     Wescott Financial Advisory Group LLCPhiladelphia, PA · 787 clients
     Schwab 61%Fidelity Distributors Company 39%
     +00% 1 yr$4.2B
403. 2370
     Aprio Wealth Management, LLCAtlanta, GA · 1,699 clients
     Schwab 82%
     +00% 1 yr$4.2B
404. 2372
     Steelpeak Wealth, LLCLOS Angeles, CA · 2,428 clients
     Schwab 100%
     +00% 1 yr$4.1B
405. 2377
     Archpoint InvestorsCoral Gables, FL · 38 clients
     J.P. Morgan 37%Fidelity 34%Schwab 28%
     +00% 1 yr$4.1B
406. 2378
     Northwest Asset ManagementMercer Island, WA · 2,776 clients
     Fidelity 63%Schwab 37%
     +00% 1 yr$4.1B
407. 2387
     Gerber Kawasaki Wealth & Investment ManagementSanta Monica, CA · 9,624 clients
     LPL Financial 100%
     +00% 1 yr$4.1B
408. 2388
     Diversify Wealth Management, LLCSouth Jordan, UT · 4,857 clientsHybridDfpg Investments, LLC
     Schwab 57%Fidelity 43%
     +00% 1 yr$4.1B
409. 2391
     Performance WealthHinsdale, IL · 953 clientsWrap sponsor
     Schwab 100%
     +00% 1 yr$4.1B
410. 2405
     Cardinal Capital Management, Inc.Winnipeg, Canada · 3,444 clients
     Nbin 77%State Street 23%
     +00% 1 yr$4.0B
411. 2407
     Permcap Investment OfficeCharleston, SC · 65 clients
     Schwab 63%Pershing 37%
     +00% 1 yr$4.0B
412. 2409
     Valor Advisors LLCMiami, FL · 66 clients
     J.P. Morgan 80%
     +00% 1 yr$4.0B
413. 2410
     BT Family Office, LLCAtlanta, GA · 10 clients
     BNY 63%J.P. Morgan 37%
     +00% 1 yr$4.0B
414. 2414
     Azimuth Capital ManagementBloomfield Hills, MI · 404 clientsAffiliated broker-dealer
     Schwab 55%RBC 33%
     +00% 1 yr$4.0B
415. 2416
     Argent Capital Management LLCClayton, MO · 1,160 clients
     Schwab 50%Commerce Bancshares 50%
     +00% 1 yr$4.0B
416. 2417
     Corecap AdvisorsSouthfield, MI · 9,677 clientsHybridCorecap Investments, LLC, The Leaders Group, Inc.
     Schwab 99%
     +00% 1 yr$4.0B
417. 2424
     Nordwand AdvisorsRadnor, PA · 67 clients
     Fidelity 83%
     +00% 1 yr$4.0B
418. 2425
     Team Hewins, LLCFoster City, CA · 576 clients
     Schwab 85%
     +00% 1 yr$4.0B
419. 2433
     Vernal Point Advisors, LLCSAN Francisco, CA · 20 clientsHybrid
     J.P. Morgan 44%Fidelity 23%
     +00% 1 yr$3.9B
420. 2437
     Wealthcare Capital Management LLCRichmond, VA · 5,691 clientsHybridSammons Financial Network, LLC
     LPL Financial 50%Schwab 50%
     +00% 1 yr$3.9B
421. 2444
     Clinton Investment Management, LLCStamford, CT · 2,146 clientsWrap sponsor
     Merrill / Bank of America 59%Morgan Stanley 41%
     +00% 1 yr$3.9B
422. 2447
     Ancora Private Wealth Advisors, LLCCleveland, OH · 4,509 clientsHybridInverness Securities, LLC
     Fidelity 58%Schwab 42%
     +00% 1 yr$3.9B
423. 2457
     Alamo Advisors, LPSAN Antonio, TX · 242 clients
     RBC 83%
     +00% 1 yr$3.9B
424. 2462
     Rubinbrown Advisors LLCSt. Louis, MO · 1,160 clientsAffiliated broker-dealerRubinbrown Corporate Finance, LLC
     Schwab 94%
     +00% 1 yr$3.9B
425. 2465
     Castle Rock Advisors LLCBoston, MA · 46 clients
     Fidelity 100%
     +00% 1 yr$3.9B
426. 2469
     BFC Planning, Inc.Cedar Rapids, IA · 11,448 clientsPublic-company ownedHybridBerthel, Fisher & Company Financial Services, Inc., Securities Management and Research, Inc.
     No custodian reported
     +00% 1 yr$3.8B
427. 2481
     Henssler FinancialKennesaw, GA · 1,746 clients
     Schwab 100%
     +00% 1 yr$3.8B
428. 2482
     Matter Family OfficeSt Louis, MO · 229 clients
     Schwab 100%
     +00% 1 yr$3.8B
429. 2484
     Timucuan Asset Management IncJacksonville, FL · 621 clients
     Fidelity 89%
     +00% 1 yr$3.8B
430. 2486
     Kingswood Wealth Advisors, LLCSAN Diego, CA · 11,425 clientsHybridKingswood Capital Partners, LLC
     Schwab 51%Raymond James 41%
     +00% 1 yr$3.8B
431. 2489
     St. Germain Investment ManagementSpringfield, MA · 6,722 clients
     Capital Client Group 100%
     +00% 1 yr$3.8B
432. 2497
     FAS Wealth Partners, Inc.Leawood, KS · 1,564 clientsHybridFAS Corp.
     Schwab 62%Fidelity 38%
     +00% 1 yr$3.8B
433. 2503
     Beaumont Financial PartnersNeedham, MA · 1,910 clientsAffiliated broker-dealer
     Fidelity 100%
     +00% 1 yr$3.8B
434. 2511
     Howland Capital Management LLCBoston, MA · 1,310 clients
     National Advisors Trust 66%Schwab 34%
     +00% 1 yr$3.7B
435. 2517
     BOK Financial Private Wealth, Inc.Denver, CO · 818 clientsBank-affiliatedHybridBOK Financial Securities, Inc., Cavanal Hill Distributors, Inc,
     Schwab 82%
     +00% 1 yr$3.7B
436. 2531
     The Welch Group, LLCBirmingham, AL · 1,450 clients
     Schwab 100%
     +00% 1 yr$3.7B
437. 2534
     Frost Investment ServicesSAN Antonio, TX · 3,656 clientsBank-affiliatedHybridFrost Brokerage Services, Inc., clears through National Financial Services (Fidelity)
     Fidelity 100%
     +00% 1 yr$3.7B
438. 2535
     Stoker Ostler, A Part of BMO Financial GroupScottsdale, AZ · 1,585 clientsBank-affiliatedAffiliated broker-dealerBMO Nesbitt Burns Securities LTD.
     Schwab 100%
     +00% 1 yr$3.7B
439. 2540
     360 One Portfolio Managers LimitedMumbai, India · 2,096 clientsAffiliated broker-dealer360 One Capital (canada) Limited, 360 One Capital Market Private Limited
     Hdfc Bank 94%
     +00% 1 yr$3.6B
440. 2543
     Mozaic, LLCBeverly Hills, CA · 93 clients
     J.P. Morgan 68%Fiduciary Trust Company, International 32%
     +00% 1 yr$3.6B