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

2681. 7439
      Nexus One Financial Advisors LLCPlano, TX · 685 clients
      Pershing 100%
      +00% 1 yr$552M
2682. 7440
      Alliance Wealth Advisors, LLCCenterville, UT · 770 clients
      Schwab 100%
      +00% 1 yr$552M
2683. 7442
      The SUMThe Woodlands, TX · 209 clients
      Schwab 100%
      +00% 1 yr$551M
2684. 7443
      Broadleaf Partners, LLCHudson, OH · 244 clients
      Schwab 100%
      +00% 1 yr$551M
2685. 7445
      Veridian Capital PartnersFrederick, MD · 822 clientsWrap sponsorHybrid
      Fidelity 81%
      +00% 1 yr$551M
2686. 7446
      Amicus Financial Advisors, LLCLubbock, TX · 748 clients
      Schwab 100%
      +00% 1 yr$551M
2687. 7447
      Dedora Capital, Inc.Napa, CA · 467 clients
      Schwab 100%
      +00% 1 yr$551M
2688. 7450
      Pinnacle Wealth AdvisorsClackamas, OR · 832 clients
      SEI 56%Schwab 44%
      +00% 1 yr$550M
2689. 7451
      Snider Financial GroupBellevue, WA · 515 clients
      LPL Financial 100%
      +00% 1 yr$550M
2690. 7453
      Mack & Co. Partners, LPDallas, TX · 12 clientsHybridM&co. Securities LLC
      Fidelity 100%
      +00% 1 yr$549M
2691. 7454
      Stiles Financial Services, Inc.Edina, MN · 261 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$549M
2692. 7455
      Mills Wealth Advisors, LLCSouthlake, TX · 472 clients
      Schwab 100%
      +00% 1 yr$549M
2693. 7457
      MAY Hill Capital, LLCCohasset, MA · 113 clients
      Fidelity 100%
      +00% 1 yr$549M
2694. 7458
      Hamel Associates,inc.Allentown, PA · 127 clients
      Schwab 100%
      +00% 1 yr$548M
2695. 7462
      Crux Wealth AdvisorsLong Beach, CA · 676 clientsHybrid
      Pershing 100%
      +00% 1 yr$548M
2696. 7463
      Truewealth Advisors, LLCHoover, AL · 1,104 clientsHybrid
      Schwab 100%
      +00% 1 yr$547M
2697. 7466
      Adaptive Financial Consulting, LLCBeachwood, OH · 261 clients
      Fidelity 79%
      +00% 1 yr$547M
2698. 7467
      Monon Wealth ManagementIndianapolis, IN · 518 clients
      Schwab 100%
      +00% 1 yr$547M
2699. 7468
      Jet Wealth AdvisorsLa Jolla, CA · 556 clients
      Fidelity 100%
      +00% 1 yr$547M
2700. 7469
      Byrne Financial Freedom, LLCFranklin, MA · 967 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$546M
2701. 7470
      Mach-1 Financial Group, LLCRogers, AR · 1,566 clientsWrap sponsorHybrid
      Schwab 87%
      +00% 1 yr$546M
2702. 7473
      Legacy WealthWoodbury, MN · 493 clientsWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$546M
2703. 7475
      Whitegate Investment Counselors, Inc.Concord, NH · 139 clients
      Schwab 100%
      +00% 1 yr$545M
2704. 7476
      Stewardship Advisors, LLCMount Joy, PA · 687 clients
      TradePMR / Robinhood 79%
      +00% 1 yr$545M
2705. 7477
      25 FinancialSaint Louis, MO · 505 clientsHybrid
      Schwab 86%
      +00% 1 yr$545M
2706. 7478
      Selby Wealth ManagementEmeryville, CA · 187 clients
      Schwab 100%
      +00% 1 yr$545M
2707. 7480
      Trillium Wealth LLCWinter Park, FL · 629 clients
      Schwab 55%Fidelity 45%
      +00% 1 yr$545M
2708. 7481
      Sierra Ocean, LLCRipon, CA · 181 clients
      Schwab 100%
      +00% 1 yr$545M
2709. 7482
      Penobscot Financial AdvisorsPortland, ME · 562 clientsWrap sponsor
      Schwab 90%
      +00% 1 yr$545M
2710. 7486
      Golden Reserve Retirement, LLCDublin, OH · 2,008 clients
      Schwab 100%
      +00% 1 yr$544M
2711. 7487
      Goodreid Investment Counsel Corp.Toronto, Canada · 404 clients
      Fidelity Clearing Canada ULC 68%Scotia Itrade 32%
      +00% 1 yr$544M
2712. 7489
      Andrews, Lucia Wealth Management LLCDanville, CA · 197 clients
      Schwab 71%Fidelity 29%
      +00% 1 yr$543M
2713. 7490
      Marion Wealth ManagementMonroeville, PA · 456 clients
      Schwab 100%
      +00% 1 yr$543M
2714. 7491
      Palumbo Wealth Management LLCGreat Neck, NY · 289 clientsHybrid
      Pershing 100%
      +00% 1 yr$543M
2715. 7492
      Prosperity PlanningNorth Kansas City, MO · 406 clients
      Fidelity 100%
      +00% 1 yr$543M
2716. 7493
      Fountainhead Financial, LLCChicago, IL · 100 clients
      Schwab 100%
      +00% 1 yr$543M
2717. 7494
      Headwater Investment Consulting,inc.McMinnville, OR · 649 clients
      Fidelity 100%
      +00% 1 yr$543M
2718. 7495
      Common Cents PlanningGlen Mills, PA · 463 clientsHybrid
      Fidelity 100%
      +00% 1 yr$542M
2719. 7496
      Juno Financial Group LLCRichmond, VA · 321 clients
      Schwab 60%Fidelity 40%
      +00% 1 yr$542M
2720. 7497
      Beacon Investment Advisors LLCGaithersburg, MD · 127 clients
      Fidelity 100%
      +00% 1 yr$542M