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

2601. 7311
      Hillcrest Financial GroupThousand Oaks, CA · 347 clients
      Fidelity 100%
      +00% 1 yr$568M
2602. 7312
      Liberty Square Wealth Partners LLCBethlehem, PA · 625 clientsHybrid
      Schwab 100%
      +00% 1 yr$568M
2603. 7314
      Mascoma Wealth ManagementHanover, NH · 477 clientsBank-affiliated
      Fidelity Distributors Company 100%
      +00% 1 yr$568M
2604. 7315
      Prentice Wealth Management LLCRochester, NY · 1,029 clientsHybrid
      Schwab 100%
      +00% 1 yr$568M
2605. 7316
      HMV Wealth Advisors, LLCShreveport, LA · 138 clients
      Fidelity 100%
      +00% 1 yr$567M
2606. 7317
      Fiori Financial GroupFort Lauderdale, FL · 238 clientsWrap sponsorHybrid
      Goldman Sachs 100%
      +00% 1 yr$567M
2607. 7318
      FrecSan Francisco, CA · 1,830 clientsHybridFrec Securities LLC, clears through Apex Clearing
      No custodian reported
      +00% 1 yr$567M
2608. 7322
      Latitude Advisors, LLC1,590 clientsHybrid
      Fidelity 100%
      +00% 1 yr$567M
2609. 7323
      Decker Wealth Management, LLCNashville, TN · 326 clients
      Schwab 100%
      +00% 1 yr$566M
2610. 7325
      Alteri WealthWestlake Village, CA · 350 clientsHybrid
      No custodian reported
      +00% 1 yr$566M
2611. 7326
      Midwest Financial Group LLCOverland Park, KS · 955 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$566M
2612. 7327
      Equinum, LLCBrooklyn, NY · 214 clients
      Schwab 100%
      +00% 1 yr$566M
2613. 7329
      Adams Wealth AdvisorsLogan, UT · 703 clients
      Fidelity 68%
      +00% 1 yr$566M
2614. 7331
      First Fiduciary Investment Counsel IncCleveland, OH · 276 clients
      Schwab 68%
      +00% 1 yr$566M
2615. 7332
      Atticus Wealth ManagementPalm Beach Gardens, FL · 429 clients
      Schwab 100%
      +00% 1 yr$565M
2616. 7334
      Friedlander & Co IncMilwaukee, WI · 31 clients
      Robert W. Baird & Co. Incorporated 93%
      +00% 1 yr$565M
2617. 7336
      Jackson Square Capital, LLCSan Francisco, CA · 631 clientsWrap sponsor
      Pershing 100%
      +00% 1 yr$564M
2618. 7337
      Shikiar Asset Management IncNew York, NY · 148 clients
      Pershing 100%
      +00% 1 yr$564M
2619. 7338
      Boyum Wealth Architects LLCBloomington, MN · 454 clients
      Schwab 100%
      +00% 1 yr$564M
2620. 7340
      LGG FinancialBethesda, MD · 250 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$564M
2621. 7343
      Tortuga Advisers LLCSimi Valley, CA · 40 clients
      No custodian reported
      +00% 1 yr$564M
2622. 7344
      Downtown Wealth Studios, LLCMiami, FL · 46 clients
      Pershing 100%
      +00% 1 yr$563M
2623. 7346
      Paradigm Wealth Management, LLCWestlake, OH · 416 clients
      Fidelity 80%
      +00% 1 yr$563M
2624. 7347
      Dara Capital US, Inc.Miami, FL · 58 clients
      No custodian reported
      +00% 1 yr$563M
2625. 7348
      Brooklyn FI, LLCBrooklyn, NY · 373 clients
      Schwab 100%
      +00% 1 yr$563M
2626. 7351
      Lifeguide Financial Advisors, LLCMechanicsburg, PA · 778 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$563M
2627. 7353
      Jacobsen Capital ManagementSalt Lake City, UT · 118 clients
      Schwab 100%
      +00% 1 yr$563M
2628. 7356
      Strongbox Wealth, LLCLee's Summit, MO · 499 clients
      Schwab 100%
      +00% 1 yr$562M
2629. 7358
      Beck Capital Management LLCAustin, TX · 451 clients
      Fidelity 100%
      +00% 1 yr$562M
2630. 7359
      Dumont & Blake Investment Advisors LLCPrinceton, NJ · 439 clients
      Schwab 100%
      +00% 1 yr$562M
2631. 7360
      Capitol Private Wealth Group LLCVienna, VA · 572 clientsHybrid
      Schwab 100%
      +00% 1 yr$562M
2632. 7361
      SGH Wealth ManagementLathrup Village, MI · 427 clientsWrap sponsor
      No custodian reported
      +00% 1 yr$562M
2633. 7362
      Banyan Tree Advisors PVT. LTD.Bangalore, India · 2,089 clients
      Hdfc Bank LTD. 100%
      +00% 1 yr$562M
2634. 7363
      Acorn Wealth Advisors, LLCGrand Blanc, MI · 809 clients
      Schwab 100%
      +00% 1 yr$561M
2635. 7364
      Towerpoint Wealth, LLCSacramento, CA · 570 clientsHybrid
      Schwab 100%
      +00% 1 yr$561M
2636. 7369
      Matrix Private Capital GroupChicago, IL · 222 clients
      Fidelity 100%
      +00% 1 yr$561M
2637. 7370
      Wedgewood Partners, Inc.St Louis, MO · 389 clients
      UBS 42%Morgan Stanley 24%
      +00% 1 yr$561M
2638. 7371
      John A. Wolfe & Associates, Inc.Portage, MI · 450 clients
      Schwab 100%
      +00% 1 yr$561M
2639. 7373
      Melia Wealth LLCTulsa, OK · 1,164 clients
      Schwab 100%
      +00% 1 yr$560M
2640. 7375
      Empirical Asset Management, LLCWellesley, MA · 474 clients
      Schwab 51%Fidelity 49%
      +00% 1 yr$560M