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

3441. 8718
      Guerra Wealth AdvisorsMiami, FL · 3,007 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$406M
3442. 8719
      Ballast Rock Private WealthCharleston, SC · 251 clientsHybridBallast Rock Capital LLC
      Fidelity 53%Schwab 47%
      +00% 1 yr$406M
3443. 8720
      Bontempo Ohly Capital Management, LLCBethesda, MD · 158 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$406M
3444. 8721
      Palogic Value Management, L.P.Dallas, TX · 66 clientsWrap sponsor
      Raymond James 100%
      +00% 1 yr$406M
3445. 8725
      Evergreen Wealth Partners LLCKalispell, MT · 718 clientsWrap sponsor
      LPL Financial 100%
      +00% 1 yr$405M
3446. 8726
      Altus Wealth Management, LLCFt. Mitchell, KY · 286 clients
      Schwab 100%
      +00% 1 yr$405M
3447. 8729
      Triton Wealth Management, PLLCSun City, AZ · 853 clients
      Schwab 100%
      +00% 1 yr$405M
3448. 8731
      QP Wealth Management, LLCBoca Raton, FL · 121 clients
      Pershing 100%
      +00% 1 yr$405M
3449. 8732
      Core Wealth Management, Inc.Jupiter, FL · 291 clients
      Schwab 100%
      +00% 1 yr$405M
3450. 8734
      Arena Private WealthChicago, IL · 237 clients
      Fidelity 100%
      +00% 1 yr$405M
3451. 8737
      Excel Financial, LLCRed Wing, MN · 416 clients
      Schwab 77%Fidelity Distributors Company 23%
      +00% 1 yr$404M
3452. 8738
      MB GEN WealthSpokane, WA · 123 clients
      Fidelity 70%Schwab 30%
      +00% 1 yr$404M
3453. 8739
      S Harris Financial Group, LLCSan Antonio, TX · 247 clients
      Fidelity 100%
      +00% 1 yr$404M
3454. 8740
      Dupree Financial Group, LLCLexington, KY · 825 clients
      Fidelity 94%
      +00% 1 yr$404M
3455. 8741
      Fee-Only Financial Planning, L.C.141 clients
      Schwab 100%
      +00% 1 yr$404M
3456. 8744
      Axiom Financial Strategies Group, LLCNew Albany, IN · 575 clientsWrap sponsorHybrid
      Wells Fargo 100%
      +00% 1 yr$404M
3457. 8745
      HFM Investment Advisors, LLCGlassboro, NJ · 580 clients
      Schwab 100%
      +00% 1 yr$404M
3458. 8746
      Cloud Investments, LLCHuntsville, AL · 995 clients
      Fidelity Distributors Company 100%
      +00% 1 yr$404M
3459. 8748
      Mainsail Financial GroupBellevue, WA · 426 clients
      Schwab 75%Fidelity 25%
      +00% 1 yr$404M
3460. 8749
      Alexander Randolph Advisory IncMcLean, VA · 139 clients
      Schwab 100%
      +00% 1 yr$404M
3461. 8750
      A.G. Campbell Advisory, LLCBaltimore, MD · 67 clients
      Schwab 100%
      +00% 1 yr$404M
3462. 8751
      Tilia Fiduciary Partners, Inc.Wilmington, NC · 356 clients
      Schwab 100%
      +00% 1 yr$404M
3463. 8752
      MAD River InvestorsBoston, MA · 101 clients
      Fidelity 100%
      +00% 1 yr$404M
3464. 8753
      Hidden Cove Wealth ManagementBainbridge Island, WA · 322 clients
      Schwab 100%
      +00% 1 yr$404M
3465. 8754
      Brown Edwards Wealth StrategiesLynchburg, VA · 217 clients
      Schwab 91%
      +00% 1 yr$403M
3466. 8755
      Forum Private Client GroupFishers, IN · 635 clientsBank-affiliated
      Fidelity 100%
      +00% 1 yr$403M
3467. 8756
      Sweeney Financial AdvisorsBedford, NH · 258 clients
      Schwab 100%
      +00% 1 yr$403M
3468. 8757
      TFR CapitalPlano, TX · 267 clients
      Schwab 100%
      +00% 1 yr$403M
3469. 8758
      Legacy Investment Partners, LLCOverland Park, KS · 223 clientsWrap sponsor
      Fidelity Distributors Company 100%
      +00% 1 yr$403M
3470. 8759
      Borer Denton & Associates, Inc.Blue Bell, PA · 218 clientsHybrid
      Pershing 100%
      +00% 1 yr$403M
3471. 8760
      Carnegie Lake Advisors LLCPrinceton, NJ · 213 clients
      Schwab 100%
      +00% 1 yr$403M
3472. 8761
      LCM Capital Management IncChicago, IL · 473 clientsWrap sponsor
      Schwab 51%Fidelity 49%
      +00% 1 yr$403M
3473. 8763
      Capital Trust AdvisorsSan Rafael, CA · 231 clients
      Schwab 100%
      +00% 1 yr$403M
3474. 8764
      Rational Investment Management, LLC93 clients
      Schwab 100%
      +00% 1 yr$403M
3475. 8769
      Proathlete Wealth Management LLCBoca Raton, FL · 205 clientsHybrid
      Schwab 100%
      +00% 1 yr$402M
3476. 8777
      Leeward Financial Partners, LLC241 clients
      Schwab 100%
      +00% 1 yr$401M
3477. 8778
      H. L. Ormond & Company, LLCGreenville, NC · 282 clients
      Raymond James 100%
      +00% 1 yr$401M
3478. 8779
      TAR River Wealth Planning, LLCLouisburg, NC · 483 clientsWrap sponsor
      Raymond James 100%
      +00% 1 yr$401M
3479. 8780
      Essential Partners LLCRancho Santa Fe,, CA · 58 clients
      Schwab 53%Fidelity 47%
      +00% 1 yr$401M
3480. 8782
      Insight Strategic Wealth LLCKnoxville, TN · 263 clients
      Schwab 77%Fidelity 23%
      +00% 1 yr$401M