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

121. 7285
     Sanchez Wealth Management Group, LLCJacksonville, FL · 545 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$571M
122. 7298
     Potentia WealthSAN Jose, CA · 731 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$569M
123. 7366
     Retireright Consulting GroupWest DES Moines, IA · 500 clientsAsset managerHybrid
     LPL Financial 100%
     +00% 1 yr$561M
124. 7381
     Van Leeuwen Retirement & Investment ServicesRichmond, KY · 705 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$559M
125. 7383
     Headland CapitalMt. Pleasant, SC · 656 clientsWealth managerWrap sponsor
     LPL Financial 100%
     +00% 1 yr$559M
126. 7422
     Prairie Advisory, LLCLeawood, KS · 625 clientsAsset manager
     LPL Financial 58%Schwab 42%
     +00% 1 yr$554M
127. 7451
     Snider Financial GroupBellevue, WA · 515 clientsWealth manager
     LPL Financial 100%
     +00% 1 yr$550M
128. 7469
     Byrne Financial Freedom, LLCFranklin, MA · 967 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$546M
129. 7470
     Mach-1 Financial Group, LLCRogers, AR · 1,566 clientsWealth managerWrap sponsorHybrid
     Schwab 87%
     +00% 1 yr$546M
130. 7521
     Wealth Advisors of Iowa, LLCWest DES Moines, IA · 550 clientsWealth managerWrap sponsor
     LPL Financial 66%Schwab 34%
     +00% 1 yr$539M
131. 7556
     National Wealth Management Group, LLCCincinnati, OH · 1,314 clientsWealth managerHybrid
     Schwab 63%
     +00% 1 yr$535M
132. 7565
     Jacksonville Wealth ManagementJacksonville, FL · 1,034 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$534M
133. 7600
     Denver Wealth Management, Inc.Denver, CO · 986 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$530M
134. 7607
     Benedict Financial Advisors, Inc.Atlanta, GA · 321 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$529M
135. 7669
     Dean, Jacobson Financial ServicesFort Worth, TX · 564 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$519M
136. 7775
     Boone Wealth Advisors, LLCBellevue, WA · 305 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$507M
137. 7836
     ACT AdvisorsAsheville, NC · 428 clientsWealth manager
     LPL Financial 81%
     +00% 1 yr$499M
138. 7962
     Graney& King, LLCLatham, NY · 791 clientsBroker-dealer firmHybrid
     LPL Financial 100%
     +00% 1 yr$484M
139. 7987
     Cross Financial AdvisorsPortland, OR · 1,873 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$482M
140. 7988
     15 Wealth Advisors LLCMundelein, IL · 687 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$481M
141. 8023
     MBM Wealth Consultants, LLCChesterfield, MO · 642 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$477M
142. 8070
     The Sterling GroupPasadena, CA · 281 clientsWealth managerWrap sponsorHybrid
     LPL Financial 82%
     +00% 1 yr$471M
143. 8073
     Sand Creek Capital, LLCRexburg, ID · 988 clientsWealth managerHybrid
     LPL Financial 47%Fidelity 27%Schwab 26%
     +00% 1 yr$471M
144. 8099
     Flagstone Financial Management, LLCLincoln, NE · 353 clientsWealth manager
     LPL Financial 100%
     +00% 1 yr$468M
145. 8124
     Fellowship Financial PlanningSpokane, WA · 1,130 clientsWealth manager
     LPL Financial 100%
     +00% 1 yr$465M
146. 8135
     Colonial River Wealth Management LLCMidlothian, VA · 1,798 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$464M
147. 8150
     Tidemark, LLCSAN Diego, CA · 873 clientsWealth manager
     LPL Financial 100%
     +00% 1 yr$463M
148. 8182
     Warner WealthMadison, CT · 758 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$458M
149. 8200
     Wealth Advisors of Tampa BayTampa, FL · 225 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$457M
150. 8204
     AGH Wealth Advisors, LLCWichita, KS · 489 clientsWealth managerWrap sponsorHybrid
     LPL Financial 57%American Trust Custody Services 43%
     +00% 1 yr$456M
151. 8230
     Silver Grove Advisory ServicesOrchard Park, NY · 2,150 clientsWealth managerHybrid
     Schwab 64%
     +00% 1 yr$454M
152. 8232
     Richmond Investment Services LLCMequon, WI · 890 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$453M
153. 8288
     Armstrong DixonBaltimore, MD · 294 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$448M
154. 8290
     Flagship Private WealthWoburn, MA · 601 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$447M
155. 8292
     Leslie Global Wealth, LLCItasca, IL · 385 clientsWealth managerHybrid
     LPL Financial 95%
     +00% 1 yr$447M
156. 8307
     Spectrum Wealth Advisory Group, LLCGranite Bay, CA · 670 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$445M
157. 8322
     Hamilton Capital Partners, LLCAtlanta, GA · 218 clientsWealth manager
     LPL Financial 88%
     +00% 1 yr$444M
158. 8330
     Invista AdvisorsMontgomery, AL · 721 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$444M
159. 8460
     Prospect Financial Services LLCMelville, NY · 613 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$431M
160. 8479
     Symphony Financial Services, Inc.Akron, OH · 641 clientsWealth managerHybrid
     LPL Financial 87%
     +00% 1 yr$429M