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

201. 9829
     Strategic Financial Partners, LTD360 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$321M
202. 9848
     Secura FinancialOrange, CA · 681 clientsWealth managerHybridHarry Barth, Kraig Strom
     LPL Financial 67%Schwab 31%
     +00% 1 yr$320M
203. 9851
     Alpha Wealth Management and Planning LLCNovato, CA · 480 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$320M
204. 9875
     4:8 FinancialCanby, OR · 834 clientsWealth managerWrap sponsor
     LPL Financial 100%
     +00% 1 yr$318M
205. 9878
     Three Cord True Wealth Management, LLCBeaver, PA · 584 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$318M
206. 9911
     Proactive Wealth Strategies, LLCMarietta, GA · 442 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$316M
207. 9949
     Melone Private Wealth, LLCAuburn Hills, MI · 165 clientsWealth managerWrap sponsor
     LPL Financial 100%
     +00% 1 yr$313M
208. 9969
     IwealthWaseca, MN · 714 clientsWealth managerHybrid
     SEI 88%
     +00% 1 yr$312M
209. 9987
     Excel Wealth Management, LLCManchester, CT · 326 clientsAsset managerHybrid
     Mid-Atlantic Securities 83%
     +00% 1 yr$310M
210. 10009
     AIM CapitalScottsdale, AZ · 246 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$309M
211. 10067
     Varra FinancialLouisville, CO · 525 clientsWealth managerHybrid
     SEI 90%
     +00% 1 yr$306M
212. 10091
     Hergenroeder Financial Advisors, Inc.Timonium, MD · 421 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$305M
213. 10092
     West InvestBellingham, WA · 691 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$304M
214. 10100
     Provider Financial, Inc.Indianapolis, IN · 505 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$304M
215. 10125
     Summit Group Retirement Planners, Inc.Exton, PA · 247 clientsAsset managerHybrid
     Fidelity 46%LPL Financial 23%
     +00% 1 yr$302M
216. 10155
     Westwood Wealth ManagementLOS Angeles, CA · 130 clientsWealth manager
     LPL Financial 100%
     +00% 1 yr$300M
217. 10206
     Marshall Investment Management, LLCGreenwood Village, CO · 587 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$298M
218. 10216
     Graystone Partners Wealth Management, LLCTempe, AZ · 586 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$297M
219. 10217
     OpinicusTampa, FL · 257 clientsWealth manager
     LPL Financial 100%
     +00% 1 yr$297M
220. 10230
     The Yanker GroupManchester, MO · 479 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$296M
221. 10247
     Trace Wealth Advisors66 clientsWealth managerWrap sponsor
     LPL Financial 87%
     +00% 1 yr$295M
222. 10293
     Apex Strategic Wealth, LLCChattanooga, TN · 604 clientsWealth managerWrap sponsorHybrid
     LPL Financial 59%Schwab 41%
     +00% 1 yr$292M
223. 10317
     Lockshield Partners, Inc.Glasgow, KY · 1,116 clientsWealth manager
     LPL Financial 100%
     +00% 1 yr$291M
224. 10329
     Legacy Wealth Management Group, Inc.Lynchburg, VA · 991 clientsWealth managerWrap sponsor
     LPL Financial 59%SEI 41%
     +00% 1 yr$290M
225. 10360
     Traction Financial PartnersEncampment, WY · 338 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$288M
226. 10421
     Oaktrust Wealth Advisors, LLC236 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$285M
227. 10423
     Pandora Wealth, Inc.LAS Vegas, NV · 109 clientsWealth managerWrap sponsor
     LPL Financial 100%
     +00% 1 yr$285M
228. 10458
     Hesen & HaslamWoodland Hills, CA · 269 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$284M
229. 10500
     Fortitude Financial LLCSpokane, WA · 411 clientsWealth managerWrap sponsorHybrid
     LPL Financial 92%
     +00% 1 yr$282M
230. 10537
     Higgins & Schmidt Wealth Strategies LLCDenver, CO · 239 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$279M
231. 10572
     Foronjy FinancialSanta Barbara, CA · 187 clientsWealth manager
     LPL Financial 73%Fidelity 23%
     +00% 1 yr$278M
232. 10597
     Centerpoint Advisory Group, LLCOverland Park, KS · 276 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$276M
233. 10640
     Truewealth Financial PartnersBellevue, WA · 156 clientsWealth managerWrap sponsor
     LPL Financial 100%
     +00% 1 yr$274M
234. 10653
     Knox Wealth Partners AdvisoryKnoxville, TN · 525 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$273M
235. 10677
     Alliance FinancialWyomissing, PA · 656 clientsWealth managerWrap sponsorHybrid
     LPL Financial 95%
     +00% 1 yr$272M
236. 10683
     True Blue Financial, LLCStevensville, MI · 575 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$272M
237. 10705
     The Jenkins GroupAlbany, GA · 251 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$270M
238. 10716
     Hardy & Hardy Co LLCLima, OH · 272 clientsWealth managerHybrid
     LPL Financial 73%Aegon USA Securities 27%
     +00% 1 yr$269M
239. 10740
     JMK & Associates, LLCSpokane, WA · 1,453 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$268M
240. 10819
     Redwood Financial NetworkSolon, OH · 1,019 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$263M