The RIA 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

81. 5758
    Westside Investment Management, LLCSanta Monica, CA · 890 clientsWealth managerHybrid
    LPL Financial 84%
    +00% 1 yr$889M
82. 5858
    Atlas Private Wealth AdvisorsRed Bank, NJ · 1,223 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    +00% 1 yr$860M
83. 5883
    Leelyn Smith, LLCGeneva, IL · 799 clientsWealth managerWrap sponsorHybrid
    LPL Financial 82%
    +00% 1 yr$852M
84. 5982
    Walsh & Associates, LLCSarasota, FL · 1,324 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    +00% 1 yr$828M
85. 5999
    Fortis Group Advisors LLCWestwood, NJ · 2,604 clientsWealth managerWrap sponsorHybrid
    Schwab 86%
    +00% 1 yr$822M
86. 6030
    Eldridge Investment Advisors IncManchester, NH · 687 clientsWealth managerHybrid
    LPL Financial 100%
    +00% 1 yr$814M
87. 6050
    Tanglewood Legacy Advisors, LLCHouston, TX · 172 clientsWealth manager
    LPL Financial 85%
    +00% 1 yr$809M
88. 6070
    Roof Eidam Maycock Peralta LLCSAN Francisco, CA · 296 clientsWealth managerWrap sponsor
    Schwab 96%
    +00% 1 yr$805M
89. 6092
    PSI Advisors, LLCTampa, FL · 1,745 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    +00% 1 yr$801M
90. 6146
    MMA Asset Management LLCConshohocken, PA · 301 clientsAsset managerHybridMMA Securities LLC, MMC Securities (ireland), clears through Pershing
    Amalgamated Bank 50%Schwab 37%
    +00% 1 yr$788M
91. 6191
    DSG Capital Advisors, LLCEdina, MN · 115 clientsWealth managerWrap sponsor
    LPL Financial 89%
    +00% 1 yr$780M
92. 6219
    Flynn Zito Capital Management, LLCGarden City, NY · 1,073 clientsWealth managerHybrid
    LPL Financial 100%
    +00% 1 yr$774M
93. 6237
    ADK Wealth Advisory GroupSt. Louis, MO · 1,208 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    +00% 1 yr$768M
94. 6270
    SFG Wealth ManagementTowson, MD · 1,184 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    +00% 1 yr$760M
95. 6297
    Total Clarity Wealth Management, IncSt. Charles, IL · 1,038 clientsWealth managerWrap sponsorHybrid
    Schwab 61%LPL Financial 39%
    +00% 1 yr$755M
96. 6315
    Rockline Wealth Management LLCIslip Terrace, NY · 918 clientsWealth manager
    LPL Financial 100%
    +00% 1 yr$750M
97. 6341
    Summit Investment Advisory ServicesRoseville, MN · 1,075 clientsWealth managerHybrid
    LPL Financial 100%
    +00% 1 yr$746M
98. 6342
    Seamount Financial Group IncColorado Springs, CO · 501 clientsWealth managerHybrid
    LPL Financial 100%
    +00% 1 yr$745M
99. 6387
    Alpha Capital Management Group LLCDenver, CO · 470 clientsAsset manager
    Fidelity 64%LPL Financial 34%
    +00% 1 yr$734M
100. 6513
     Dodds Wealth, LLCGreenwood Village, CO · 421 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$706M
101. 6538
     Preisz FinancialPortland, OR · 346 clientsAsset managerHybrid
     LPL Financial 31%Empower Financial Services 31%John Hancock Investment Management Distributors 24%
     +00% 1 yr$702M
102. 6543
     360 FinancialWayzata, MN · 1,206 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$701M
103. 6637
     Synergy Investment Management LLCAltamonte Springs, FL · 2,500 clientsWealth managerWrap sponsorHybrid
     LPL Financial 85%
     +00% 1 yr$681M
104. 6726
     Beck Bode LLCDedham, MA · 979 clientsWealth manager
     Schwab 49%Altruist 29%LPL Financial 22%
     +00% 1 yr$666M
105. 6730
     Alta Wealth Advisors LLCWoburn, MA · 779 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$665M
106. 6739
     Cruden Bay Investment Management, LLCWestlake Village, CA · 151 clientsWealth managerWrap sponsor
     Schwab 65%LPL Financial 35%
     +00% 1 yr$663M
107. 6751
     Williams Asset ManagementColumbia, MD · 433 clientsWealth manager
     LPL Financial 100%
     +00% 1 yr$661M
108. 6787
     BCU Wealth Advisors, LLCVernon Hills, IL · 870 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$654M
109. 6788
     Collaborative WealthLake Mary, FL · 937 clientsWealth managerHybrid
     LPL Financial 59%
     +00% 1 yr$653M
110. 6848
     Tsfg, LLCLake Forest, IL · 864 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$643M
111. 6901
     Vision RetirementRidgewood, NJ · 1,119 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$634M
112. 6968
     Hapanowicz FinancialPittsburgh, PA · 652 clientsWealth manager
     LPL Financial 100%
     +00% 1 yr$622M
113. 7070
     Tlwm FinancialSAN Antonio, TX · 1,262 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$605M
114. 7106
     Sequoia Wealth Management, LLCBarrington, IL · 1,640 clientsWealth managerWrap sponsorHybrid
     Assetmark Brokerage 61%LPL Financial 39%
     +00% 1 yr$600M
115. 7159
     Reston Wealth ManagementReston, VA · 491 clientsWealth manager
     Fidelity 67%
     +00% 1 yr$590M
116. 7178
     Napier FinancialBraintree, MA · 242 clientsWealth manager
     LPL Financial 100%
     +00% 1 yr$588M
117. 7187
     Diversified Financial Advisors, LLCTown and Country, MO · 641 clientsAsset managerHybrid
     Broadridge Business Process Outsourcing 65%LPL Financial 35%
     +00% 1 yr$586M
118. 7192
     Wellspring Wealth Management LLCAlpharetta, GA · 262 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$585M
119. 7227
     Winch FinancialAppleton, WI · 851 clientsWealth manager
     LPL Financial 100%
     +00% 1 yr$580M
120. 7228
     Northwest Quadrant Wealth ManagementBend, OR · 1,014 clientsWealth managerHybrid
     LPL Financial 83%
     +00% 1 yr$580M