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

161. 8488
     Abound FinancialGranite Bay, CA · 541 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$428M
162. 8498
     Hackman Financial GroupCincinnati, OH · 675 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$427M
163. 8518
     Buttonwood WealthWinchester, VA · 406 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$425M
164. 8522
     Paradigm Investment Advisory, LLCBridgewater, NJ · 645 clientsWealth managerWrap sponsorHybrid
     LPL Financial 81%
     +00% 1 yr$425M
165. 8560
     Rubicon AdvisorsRedding, CA · 1,391 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$421M
166. 8620
     Goodman Advisory Group, LLCNeedham, MA · 380 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$415M
167. 8631
     Northeast Planning Associates, Inc.Bedford, NH · 959 clientsWealth managerWrap sponsorHybrid
     Tiaa-Cref Individual & Institutional Services 51%LPL Financial 49%
     +00% 1 yr$414M
168. 8642
     Northbridge Financial Group, LLCTampa, FL · 487 clientsWealth managerWrap sponsorHybrid
     Schwab 46%LPL Financial 29%Fidelity 25%
     +00% 1 yr$413M
169. 8651
     Petix & Botte FinancialLa Mesa, CA · 473 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$412M
170. 8698
     Quad City Investment CenterMoline, IL · 746 clientsWealth managerBank-affiliatedHybrid
     LPL Financial 100%
     +00% 1 yr$408M
171. 8704
     Compass Financial ServicesWest DES Moines, IA · 1,105 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$407M
172. 8712
     Henderson Brothers Financial Partners LLCPittsburgh, PA · 1,044 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$407M
173. 8725
     Evergreen Wealth Partners LLCKalispell, MT · 718 clientsWealth managerWrap sponsor
     LPL Financial 100%
     +00% 1 yr$405M
174. 8742
     NamcoaMooresville, NC · 584 clientsAsset manager
     Ascensus Trust 40%LPL Financial 37%Empower Financial Services 23%
     +00% 1 yr$404M
175. 8831
     Visionary Horizons, LLCKnoxville, TN · 709 clientsWealth managerHybrid
     Schwab 89%
     +00% 1 yr$397M
176. 8956
     Southwest Investment Advisors, Inc.Tucson, AZ · 1,161 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$387M
177. 8997
     Paragon Financial ServicesRichmond, VA · 738 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$384M
178. 9033
     Buttonwood Capital Management (BCM)Scottsdale, AZ · 355 clientsBroker-dealer firmHybrid
     LPL Financial 100%
     +00% 1 yr$381M
179. 9044
     626 Financial, LLCPortage, MI · 451 clientsWealth managerWrap sponsor
     LPL Financial 100%
     +00% 1 yr$380M
180. 9130
     Hibernia Wealth Partners, LLCBaton Rouge, LA · 653 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$373M
181. 9245
     Horizon Investment Services, LLC.Hammond, IN · 334 clientsWealth manager
     Schwab 99%
     +00% 1 yr$364M
182. 9274
     MFP Financial Services, LLCSafety Harbor, FL · 1,286 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$361M
183. 9282
     Goldman Lancaster, Inc.Long Beach, CA · 392 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$361M
184. 9331
     Fourth Dimension Wealth, LLCMiddleburg Heights, OH · 631 clientsWealth managerHybrid
     LPL Financial 84%
     +00% 1 yr$356M
185. 9334
     Capstone Wealth Management Group, LLCDunmore, PA · 524 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$356M
186. 9346
     FpnavigatorsMaple Grove, MN · 433 clientsWealth manager
     LPL Financial 66%Schwab 34%
     +00% 1 yr$355M
187. 9378
     Validex Global InvestingIrvine, CA · 9 clientsAsset manager
     LPL Financial 100%
     +00% 1 yr$353M
188. 9391
     Caldwell Advisors, LLCBrentwood, TN · 506 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$351M
189. 9403
     Bridgewater Asset Management LLCChesterfield, MO · 401 clientsWealth managerWrap sponsorHybrid
     LPL Financial 98%
     +00% 1 yr$351M
190. 9480
     Loftin Wealth PartnersJohns Creek, GA · 387 clientsWealth managerWrap sponsor
     LPL Financial 100%
     +00% 1 yr$344M
191. 9525
     Eukles Asset Management, LLCCincinnati, OH · 473 clientsWealth managerWrap sponsorHybridEukles Wealth Management
     LPL Financial 100%
     +00% 1 yr$341M
192. 9573
     Core Advisory GroupRock Hill, SC · 1,163 clientsWealth managerHybrid
     LPL Financial 68%SEI 32%
     +00% 1 yr$338M
193. 9659
     Dovetail Wealth Management, LLCTaylor, TX · 857 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$333M
194. 9660
     Charter Advisory CorporationIndianapolis, IN · 593 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$333M
195. 9675
     Solano Wealth AdvisorsFairfield, CA · 456 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$332M
196. 9748
     Cimarron Wealth Management, Inc.Montrose, CO · 572 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$327M
197. 9751
     Latko Wealth Management, LTD.Frankfort, IL · 499 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$327M
198. 9758
     Mpwm Advisory Solutions LLCAlpharetta, GA · 589 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$327M
199. 9761
     Vantage Point Wealth ManagementPlymouth, MN · 1,223 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$327M
200. 9784
     Treiberg Wealth ManagementTucson, AZ · 274 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$325M