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

281. 1895
     Evanson Financial, LLC DBA Evanson Asset Management980 clients
     Schwab 87%
     +00% 1 yr$5.8B
282. 1900
     GC Wealth Management RIA, LLCCambridge, MA · 247 clients
     Fidelity 100%
     +00% 1 yr$5.8B
283. 1907
     SYM Financial AdvisorsWinona Lake, IN · 1,959 clients
     Schwab 79%
     +00% 1 yr$5.8B
284. 1914
     Threadline WealthBellevue, WA · 1,246 clients
     Schwab 97%
     +00% 1 yr$5.8B
285. 1919
     Lasalle St. Investment Advisors, L.L.C.Elmhurst, IL · 14,284 clientsHybridLasalle St Securities, L.L.C.
     Fidelity 80%
     +00% 1 yr$5.7B
286. 1921
     Becker Capital Management, Inc.Portland, OR · 841 clients
     Schwab 80%
     +00% 1 yr$5.7B
287. 1926
     Gladstone Wealth PartnersPalm Beach Gardens, FL · 8,385 clientsWrap sponsorHybridIntegrity Alliance, LLC
     LPL Financial 100%
     +00% 1 yr$5.7B
288. 1930
     Klingman and Associates, LLCNew York, NY · 709 clients
     Raymond James 76%Principal Securities 24%
     +00% 1 yr$5.7B
289. 1932
     TFO Wealth PartnersMaumee, OH · 1,986 clients
     Schwab 100%
     +00% 1 yr$5.7B
290. 1934
     Sepio Capital, LPSalt Lake City, UT · 295 clients
     Fidelity 100%
     +00% 1 yr$5.6B
291. 1935
     Brave Warrior Advisors, LLCNew York, NY · 116 clients
     Pershing 81%
     +00% 1 yr$5.6B
292. 1936
     DynamicPhoenix, AZ · 5,634 clients
     Schwab 82%
     +00% 1 yr$5.6B
293. 1938
     Yale Capital Corp.St. Petersburg, FL · 118 clients
     Schwab 100%
     +00% 1 yr$5.6B
294. 1944
     Allegheny Financial GroupPittsburgh, PA · 3,971 clientsWrap sponsor
     Fidelity 100%
     +00% 1 yr$5.6B
295. 1946
     Stratos Wealth Advisors LLCBeachwood, OH · 5,023 clientsBank-affiliatedHybridSEI Investments (south Africa) Limited, SEI Investments Distribution Co.
     Fidelity 61%Schwab 39%
     +00% 1 yr$5.6B
296. 1950
     BalentineAtlanta, GA · 464 clients
     Pershing 100%
     +00% 1 yr$5.5B
297. 1954
     Integrated Advisors Network LLCDallas, TX · 7,612 clientsHybrid
     Schwab 66%Fidelity 33%
     +00% 1 yr$5.5B
298. 1957
     71 West Capital PartnersBoston, MA · 173 clientsWrap sponsor
     Pershing 100%
     +00% 1 yr$5.5B
299. 1958
     Crescent Grove AdvisorsLake Forest, IL · 382 clients
     Fidelity 100%
     +00% 1 yr$5.5B
300. 1962
     Waldron Private WealthBridgeville, PA · 517 clients
     Fidelity 87%
     +00% 1 yr$5.5B
301. 1972
     Calamos Wealth Management LLCNaperville, IL · 4,308 clientsHybridCalamos Financial Services LLC
     Fidelity 100%
     +00% 1 yr$5.5B
302. 1980
     Bluespring Wealth Management, LLCAustin, TX · 3,250 clientsAffiliated broker-dealerKestra Investment Services, LLC
     Schwab 94%
     +00% 1 yr$5.4B
303. 1984
     True North Advisors, LLCDallas, TX · 1,068 clients
     Schwab 81%
     +00% 1 yr$5.4B
304. 1991
     Constellation Wealth AdvisorsCincinnati, OH · 417 clients
     Schwab 100%
     +00% 1 yr$5.4B
305. 2002
     TCI Wealth Advisors, Inc.Tucson, AZ · 3,268 clients
     Schwab 100%
     +00% 1 yr$5.4B
306. 2004
     Western Wealth Management LLCGolden, CO · 11,253 clientsHybrid
     LPL Financial 87%
     +00% 1 yr$5.4B
307. 2009
     David Vaughan Investments, LLCPeoria, IL · 1,240 clientsBank-affiliated
     Schwab 100%
     +00% 1 yr$5.3B
308. 2013
     Mainstay Capital Management, LLCGrand Blanc, MI · 3,454 clients
     Schwab 99%
     +00% 1 yr$5.3B
309. 2014
     Pictet North America Advisors SAGeneva 73, Switzerland · 800 clientsBank-affiliatedAffiliated broker-dealerBank Pictet & CIE (europe) AG, Banque Pictet & CIE SA
     Banque Pictet & CIE SA 100%
     +00% 1 yr$5.3B
310. 2016
     BIP Wealth, LLCAtlanta, GA · 3,146 clientsHybrid
     Schwab 61%Fidelity 39%
     +00% 1 yr$5.3B
311. 2018
     Rehmann WealthLansing, MI · 2,549 clientsHybridRehmann Financial Network, LLC
     No custodian reported
     +00% 1 yr$5.3B
312. 2027
     Venture Visionary Partners LLCSylvania, OH · 2,810 clientsHybrid
     Schwab 100%
     +00% 1 yr$5.2B
313. 2035
     Linscomb Wealth, Inc.Houston, TX · 1,665 clientsBank-affiliatedAffiliated broker-dealer
     Schwab 64%Fidelity 36%
     +00% 1 yr$5.2B
314. 2039
     GentrustMiami, FL · 277 clientsPublic-company ownedHybrid
     Fidelity 66%J.P. Morgan 34%
     +00% 1 yr$5.2B
315. 2040
     Davidson Investment Advisors, Inc.Great Falls, MT · 4,407 clientsWrap sponsorHybridD.A. Davidson & Co.
     D.A. Davidson & 64%
     +00% 1 yr$5.2B
316. 2042
     KrilogySt. Louis, MO · 3,204 clientsHybrid
     Schwab 86%
     +00% 1 yr$5.2B
317. 2048
     Legacy Advisors, LLCPlymouth Meeting, PA · 317 clientsHybrid
     Pershing 83%
     +00% 1 yr$5.2B
318. 2055
     Tectonic Advisors LLCFrisco, TX · 2,377 clientsBank-affiliatedAffiliated broker-dealerSanders Morris LLC
     Schwab 56%Tbank 44%
     +00% 1 yr$5.1B
319. 2067
     Genter Capital ManagementLOS Angeles, CA · 4,294 clientsHybrid
     Schwab 100%
     +00% 1 yr$5.1B
320. 2069
     Eversource Wealth Advisors, LLCBirmingham, AL · 4,338 clients
     Schwab 65%Fidelity 35%
     +00% 1 yr$5.1B