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

1961. 6190
      Creative Capital Management Investments LLCSan Diego, CA · 298 clients
      Schwab 100%
      +00% 1 yr$780M
1962. 6191
      DSG Capital Advisors, LLCEdina, MN · 115 clientsWrap sponsor
      LPL Financial 89%
      +00% 1 yr$780M
1963. 6194
      Lipe & Dalton Investment CounselSyracuse, NY · 382 clients
      No custodian reported
      +00% 1 yr$780M
1964. 6196
      Wisdom Financial Services, L.L.C.Geneseo, IL · 1,518 clients
      Axos 95%
      +00% 1 yr$779M
1965. 6198
      Ramsay Stattman Vela & Price IncColorado Springs, CO · 404 clients
      Schwab 76%
      +00% 1 yr$779M
1966. 6201
      Goalvest Advisory LLCNew York, NY · 487 clientsHybrid
      Schwab 100%
      +00% 1 yr$778M
1967. 6205
      Meld Financial, Inc.Birmingham, AL · 1,130 clients
      Fidelity 100%
      +00% 1 yr$776M
1968. 6206
      Market Street Wealth Management Advisors, LLCIndianapolis, IN · 427 clients
      Schwab 100%
      +00% 1 yr$776M
1969. 6207
      BCM Advisors, LLCLafayette, LA · 486 clients
      Schwab 100%
      +00% 1 yr$776M
1970. 6208
      Global View Capital Management LLCWaukesha, WI · 3,819 clientsWrap sponsorHybrid
      Schwab 75%Axos 25%
      +00% 1 yr$775M
1971. 6216
      Satis Wealth ManagementLondon, United Kingdom · 674 clients
      Transact 86%
      +00% 1 yr$774M
1972. 6219
      Flynn Zito Capital Management, LLCGarden City, NY · 1,073 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$774M
1973. 6220
      Forthright Wealth Management, LLCAlpharetta, GA · 575 clientsHybrid
      Raymond James 100%
      +00% 1 yr$773M
1974. 6223
      North Point Portfolio Managers CorporationOrange Village, OH · 276 clients
      Schwab 100%
      +00% 1 yr$773M
1975. 6225
      Bruton Chisnell Advisors, LLCDowningtown, PA · 630 clientsHybrid
      Fidelity Distributors Company 100%
      +00% 1 yr$772M
1976. 6227
      MTM Financial Group, LLCBethlehem, PA · 3,276 clientsHybrid
      Schwab 100%
      +00% 1 yr$772M
1977. 6228
      Seabridge Investment Advisors LLCSummit, NJ · 201 clients
      Schwab 91%
      +00% 1 yr$771M
1978. 6230
      Blue Zone Wealth Advisors, LLCLos Angeles, CA · 181 clients
      Schwab 100%
      +00% 1 yr$770M
1979. 6231
      Professional Financial Advisors, LLCNorth Platte, NE · 3,345 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$770M
1980. 6234
      Hourglass Capital, LLCHouston, TX · 102 clients
      Schwab 100%
      +00% 1 yr$769M
1981. 6235
      Grant Street Asset Management IncCanonsburg, PA · 445 clients
      Schwab 100%
      +00% 1 yr$769M
1982. 6237
      ADK Wealth Advisory GroupSt. Louis, MO · 1,208 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$768M
1983. 6238
      Wilsey Asset Management IncorporatedSan Diego, CA · 892 clients
      Schwab 100%
      +00% 1 yr$768M
1984. 6241
      New England Capital Financial Advisors LLCCheshire, CT · 1,219 clients
      Fidelity 92%
      +00% 1 yr$768M
1985. 6245
      Compass AdvisorsMelville, NY · 528 clientsHybridCapfinancial Securities, LLC.
      Schwab 100%
      +00% 1 yr$767M
1986. 6250
      Benchmark Financial Wealth Advisors LLCBoca Raton, FL · 366 clients
      Fidelity 100%
      +00% 1 yr$766M
1987. 6253
      Demming Financial Services Corp.Aurora, OH · 796 clients
      Schwab 100%
      +00% 1 yr$766M
1988. 6255
      Blue Edge Capital, LLCRichmond, VA · 172 clients
      Schwab 100%
      +00% 1 yr$765M
1989. 6257
      Moldenhauer & AssociatesOrchard Park, NY · 1,152 clientsWrap sponsorHybrid
      Fidelity 100%
      +00% 1 yr$765M
1990. 6262
      Jeppson Wealth Management, LLCManhattan Beach, CA · 994 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$763M
1991. 6263
      PerennialNew York, NY · 123 clients
      Schwab 100%
      +00% 1 yr$762M
1992. 6264
      Summit Wealth Group LLCExeter, NH · 456 clientsHybrid
      Schwab 100%
      +00% 1 yr$762M
1993. 6268
      Sterling Financial Planning IncSparta, NJ · 578 clients
      Schwab 88%
      +00% 1 yr$761M
1994. 6269
      American Wealth ManagementReno, NV · 897 clientsHybrid
      No custodian reported
      +00% 1 yr$761M
1995. 6270
      SFG Wealth ManagementTowson, MD · 1,184 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$760M
1996. 6272
      Independent Family Office, LLCAlbany, NY · 43 clients
      Fidelity 100%
      +00% 1 yr$760M
1997. 6273
      SAN Luis Wealth AdvisorsSan Luis Obispo, CA · 463 clients
      Schwab 61%Fidelity 39%
      +00% 1 yr$760M
1998. 6275
      Hughes Financial Services, LLCHerndon, VA · 840 clientsWrap sponsorAffiliated broker-dealerKestra Investment Services, LLC
      Schwab 100%
      +00% 1 yr$760M
1999. 6277
      Strong Tower Advisory ServicesMinneapolis, MN · 314 clientsHybrid
      Pershing 100%
      +00% 1 yr$759M
2000. 6279
      Provident Wealth Management, LLCBrentwood, TN · 328 clients
      Schwab 100%
      +00% 1 yr$759M