The RIA database

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241. 10844
     WJ Wealth ManagementGlendale, AZ · 918 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$262M
242. 10869
     Greenstone Belt Wealth Advisors, LLCChicago, IL · 84 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$260M
243. 10943
     RD Lewis Wealth ManagementMaitland, FL · 451 clientsWealth manager
     LPL Financial 73%Vanguard 27%
     +00% 1 yr$257M
244. 10961
     Five Talents Financial Management Group LLCWest DES Moines, IA · 1,039 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$256M
245. 11052
     Murphy Wealth Management GroupFishkill, NY · 384 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$252M
246. 11060
     Talisman Wealth Advisors, LLCMountainside, NJ · 141 clientsWealth managerWrap sponsor
     LPL Financial 76%Schwab 24%
     +00% 1 yr$251M
247. 11090
     Fisher & Wiens Wealth Management, LLCDanville, CA · 300 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$250M
248. 11113
     Summit Wealth Management Group, Inc.Camarillo, CA · 386 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$250M
249. 11133
     Atwater Wealth Management, Inc.Boston, MA · 98 clientsWealth managerWrap sponsor
     LPL Financial 100%
     +00% 1 yr$248M
250. 11151
     Blueline AdvisorsExeter, NH · 148 clientsWealth manager
     Schwab 64%LPL Financial 23%
     +00% 1 yr$247M
251. 11206
     Bazis Private Wealth, LLCOmaha, NE · 210 clientsWealth managerWrap sponsor
     LPL Financial 100%
     +00% 1 yr$244M
252. 11295
     Jennings & Associates Financial Advisors, LLCPaducah, KY · 691 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$240M
253. 11298
     IFS GroupMechanicsburg, PA · 267 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$240M
254. 11301
     Marest Capital, LLCEncino, CA · 73 clientsWealth managerWrap sponsor
     LPL Financial 100%
     +00% 1 yr$240M
255. 11325
     Investment Management & Planning LLCGreenville, DE · 511 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$239M
256. 11363
     Leicht Financial Planning and Wealth ManagementParsippany, NJ · 194 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$237M
257. 11364
     Capital Financial Group, Inc.Littleton, CO · 238 clientsWealth manager
     LPL Financial 100%
     +00% 1 yr$237M
258. 11377
     Clarity Wealth Management, L.L.C.Gilbert, AZ · 944 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$237M
259. 11384
     Schamberger, Greylak & Utterback Wealth Management, LLCLa Crosse, WI · 628 clientsBroker-dealer firmHybrid
     LPL Financial 100%
     +00% 1 yr$236M
260. 11503
     Tenzing Financial LLCWilliamsburg, VA · 165 clientsWealth managerWrap sponsor
     LPL Financial 54%Schwab 46%
     +00% 1 yr$231M
261. 11516
     Redwood Investment Group, IncFort Bragg, CA · 763 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$230M
262. 11553
     LSB Wealth ManagementAnkeny, IA · 383 clientsWealth managerBank-affiliatedHybrid
     LPL Financial 51%Fifth Third Securities 49%
     +00% 1 yr$229M
263. 11579
     Center for Wealth Management Advisory646 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$228M
264. 11629
     DVB Private WealthHarrisburg, PA · 249 clientsWealth manager
     LPL Financial 82%
     +00% 1 yr$226M
265. 11632
     Weis AdvisoryClive, IA · 716 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$226M
266. 11635
     Red Mountain Financial PartnersDurango, CO · 314 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$226M
267. 11647
     The Perspective GroupLawrence, KS · 297 clientsWealth managerWrap sponsorHybrid
     LPL Financial 90%
     +00% 1 yr$225M
268. 11664
     Sun Group Wealth Partners LLCIrvine, CA · 353 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$224M
269. 11668
     Aligne Wealth Advisors Investment Management (awaim)LOS Angeles, CA · 220 clientsWealth manager
     LPL Financial 87%
     +00% 1 yr$224M
270. 11694
     Tortuga Wealth ManagementTorrance, CA · 358 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$223M
271. 11697
     Davinci Financial DesignsColumbia, SC · 353 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$223M
272. 11721
     Addicus Advisory, LLCTupelo, MS · 133 clientsWealth manager
     LPL Financial 100%
     +00% 1 yr$222M
273. 11894
     Kinetic Wealth Investment Advisors, LLCWestlake, OH · 179 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$215M
274. 11958
     Buchanan Wealth ManagementReston, VA · 185 clientsWealth managerHybrid
     LPL Financial 91%
     +00% 1 yr$212M
275. 11961
     Itrust Asset Management, LLCLexington, KY · 463 clientsWealth managerWrap sponsorHybrid
     LPL Financial 86%
     +00% 1 yr$212M
276. 12004
     Atlantic Family Wealth, LLCCoral Gables, FL · 251 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$210M
277. 12032
     Creative Investment GroupNashville, TN · 144 clientsWealth manager
     LPL Financial 87%
     +00% 1 yr$209M
278. 12141
     Commercial Trust Financial ServicesFayette, MO · 927 clientsWealth managerBank-affiliatedHybrid
     LPL Financial 100%
     +00% 1 yr$204M
279. 12172
     Hansen & Associates Financial Group Inc.Roseville, CA · 537 clientsWealth manager
     LPL Financial 100%
     +00% 1 yr$202M
280. 12198
     Paradigm Wealth Advisory LLCBridgewater, NJ · 283 clientsWealth managerWrap sponsorHybrid
     LPL Financial 95%
     +00% 1 yr$201M