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

321. 2070
     Moran Wealth Management, LLCNaples, FL · 1,694 clients
     Pershing 100%
     +00% 1 yr$5.1B
322. 2072
     Stonex Advisors Inc.Birmingham, AL · 9,843 clientsPublic-company ownedHybridStonex Financial Inc., Stonex International Securities Inc., clears through Pershing, BofA Securities
     Stonex Financial 86%
     +00% 1 yr$5.1B
323. 2074
     New England Private Wealth Advisors, LLCWellesley, MA · 434 clients
     Fidelity 53%Schwab 47%
     +00% 1 yr$5.1B
324. 2075
     Pennington Partners & Co., LLCBethesda, MD · 112 clients
     Fidelity 60%Schwab 40%
     +00% 1 yr$5.1B
325. 2076
     BakeravenueSAN Francisco, CA · 1,024 clients
     Fidelity 74%Schwab 26%
     +00% 1 yr$5.1B
326. 2078
     The Pacific Financial Group, Inc.Nashville, TN · 16,832 clientsHybrid
     Fidelity Distributors Company 53%Schwab 28%
     +00% 1 yr$5.1B
327. 2081
     First Foundation AdvisorsIrvine, CA · 1,316 clientsBank-affiliated
     Schwab 100%
     +00% 1 yr$5.1B
328. 2086
     Wellspring Family OfficeCleveland, OH · 148 clients
     Fidelity 100%
     +00% 1 yr$5.1B
329. 2090
     Daymark Wealth Partners, LLCCincinnati, OH · 2,107 clients
     Fidelity 57%Schwab 43%
     +00% 1 yr$5.0B
330. 2091
     Prosperity - AN Eisneramper CompanyOwings Mills, MD · 2,412 clientsHybrid
     Schwab 100%
     +00% 1 yr$5.0B
331. 2093
     TFO Family Office PartnersPhoenix, AZ · 306 clients
     Schwab 100%
     +00% 1 yr$5.0B
332. 2094
     Cain, Watters & Associates, LLCFrisco, TX · 3,397 clientsBank-affiliatedAffiliated broker-dealerSanders Morris LLC
     Schwab 55%T Bank 45%
     +00% 1 yr$5.0B
333. 2097
     RiverbridgeMinneapolis, MN · 3,656 clientsHybrid
     Schwab 100%
     +00% 1 yr$5.0B
334. 2098
     Coastal Bridge AdvisorsWestport, CT · 1,997 clientsAffiliated broker-dealer
     Pershing 66%Fidelity 34%
     +00% 1 yr$5.0B
335. 2104
     SavvyNew York, NY · 4,613 clientsHybridSavvy Wealth Management LLC
     Schwab 57%Fidelity 43%
     +00% 1 yr$5.0B
336. 2107
     Meridian Wealth Management, LLCLexington, KY · 5,533 clients
     Schwab 54%Pershing 42%
     +00% 1 yr$5.0B
337. 2109
     Advance Capital Management IncSouthfield, MI · 7,365 clients
     Schwab 100%
     +00% 1 yr$5.0B
338. 2116
     Northcoast Asset Management LLCStamford, CT · 4,486 clientsAffiliated broker-dealer
     Fidelity 100%
     +00% 1 yr$5.0B
339. 2117
     Maseco Private WealthLondon, United Kingdom · 3,510 clientsPublic-company owned
     Pershing 82%
     +00% 1 yr$5.0B
340. 2119
     Destination Wealth ManagementWalnut Creek, CA · 2,299 clients
     Schwab 100%
     +00% 1 yr$4.9B
341. 2124
     Hamilton CapitalColumbus, OH · 2,963 clients
     Schwab 100%
     +00% 1 yr$4.9B
342. 2125
     Cornerstone Wealth Management, LLCDES Peres, MO · 12,691 clientsHybrid
     LPL Financial 100%
     +00% 1 yr$4.9B
343. 2130
     StashNew York, NY · 1,138,270 clientsPublic-company ownedHybridStash Capital LLC, clears through Apex Clearing
     Apex Fintech 100%
     +00% 1 yr$4.9B
344. 2133
     Quotient Wealth Partners, LLCDallas, TX · 2,355 clients
     Fidelity 100%
     +00% 1 yr$4.9B
345. 2137
     Private Management Group IncIrvine, CA · 3,594 clients
     Schwab 100%
     +00% 1 yr$4.9B
346. 2147
     Heritage Wealth AdvisorsRichmond, VA · 451 clients
     Fidelity 78%
     +00% 1 yr$4.9B
347. 2149
     Compound Planning, Inc.New York, NY · 13,653 clientsHybrid
     Schwab 63%Fidelity 37%
     +00% 1 yr$4.8B
348. 2152
     Chicago Capital, LLCChicago, IL · 838 clients
     Fidelity 86%
     +00% 1 yr$4.8B
349. 2158
     Cardinal Point Wealth ManagementToronto, ON, Canada · 2,387 clientsAffiliated broker-dealer
     National Bank Independent Network 49%
     +00% 1 yr$4.8B
350. 2159
     Sowell ManagementNorth Little Rock, AR · 6,624 clientsHybridPrivate Client Services, LLC, Purshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity), Hilltop Securities
     Fidelity 67%Schwab 33%
     +00% 1 yr$4.8B
351. 2164
     Brownson, Rehmus & Foxworth, Inc.Chicago, IL · 263 clients
     Schwab 100%
     +00% 1 yr$4.8B
352. 2165
     Highpoint Planning PartnersDowners Grove, IL · 9,258 clientsWrap sponsorHybrid
     LPL Financial 83%
     +00% 1 yr$4.8B
353. 2166
     Foster Group, Inc.West DES Moines, IA · 2,101 clients
     Schwab 92%
     +00% 1 yr$4.8B
354. 2170
     Avidian Wealth SolutionsHouston, TX · 1,895 clientsHybrid
     Fidelity Distributors Company 83%
     +00% 1 yr$4.8B
355. 2172
     The Ascent Group, LLCVirginia Beach, VA · 4,292 clientsHybridAlera Securities LLC
     Fidelity 39%Schwab 34%Assetmark Trust 27%
     +00% 1 yr$4.8B
356. 2174
     IFG Advisory, LLCAtlanta, GA · 9,202 clientsHybrid
     LPL Financial 100%
     +00% 1 yr$4.8B
357. 2181
     BC Advisors, LLCMt. Laurel, NJ · 102 clientsHybridMafg RIA Services, Inc.
     No custodian reported
     +00% 1 yr$4.7B
358. 2183
     Symmetry PartnersGlastonbury, CT · 8,909 clientsHybrid
     Axos 64%Schwab 36%
     +00% 1 yr$4.7B
359. 2184
     JFS Wealth Advisors, LLCHermitage, PA · 2,340 clientsAffiliated broker-dealer
     Schwab 72%Fidelity 28%
     +00% 1 yr$4.7B
360. 2192
     Klingenstein Fields AdvisorsNew York, NY · 1,309 clientsHybrid
     Schwab 100%
     +00% 1 yr$4.7B