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

281. 12201
     Strategic Advisory ServicesMemphis, TN · 254 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$201M
282. 12232
     Newbore Wealth Management, Inc.Gladstone, OR · 528 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$200M
283. 12236
     Aspen Private Advisors, LLCSioux Falls, SD · 125 clientsWealth managerWrap sponsor
     LPL Financial 100%
     +00% 1 yr$200M
284. 12279
     PMG Wealth ManagementHawthorn Woods, IL · 443 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$198M
285. 12302
     APS Investment Management GroupJackson, CA · 557 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$197M
286. 12308
     Schwallier Wealth ManagementGrand Rapids, MI · 292 clientsWealth managerWrap sponsor
     Fidelity 72%LPL Financial 28%
     +00% 1 yr$197M
287. 12353
     Independent Wealth Advisors, LLCCary, NC · 258 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$195M
288. 12380
     Capital and Planning, LLCJonesboro, GA · 517 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$194M
289. 12459
     Spinosa Wealth Management GroupMandeville, LA · 152 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$191M
290. 12482
     Masus Financial Group, LTD.Batavia, IL · 296 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$191M
291. 12500
     Conceptual Financial Advisors, LLCAppleton, WI · 426 clientsWealth managerWrap sponsorHybrid
     LPL Financial 88%
     +00% 1 yr$190M
292. 12524
     Hamilton Manor & AssociatesLa Jolla, CA · 171 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$189M
293. 12542
     Vine Capital Management, LLC168 clientsWealth managerWrap sponsor
     LPL Financial 100%
     +00% 1 yr$188M
294. 12561
     Rothwell Investment AdvisorsSalem, MA · 709 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$188M
295. 12594
     Advocate Investing ServicesWoodbine, MD · 225 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$187M
296. 12604
     Granite Financial GroupBrookfield, WI · 252 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$186M
297. 12659
     Madrid Retirement AdvisorsManhattan Beach, CA · 244 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$184M
298. 12703
     Invariant Investment ManagementCamp Hill, PA · 313 clientsWealth manager
     LPL Financial 100%
     +00% 1 yr$183M
299. 12785
     Stirling Financial GroupSAN Diego, CA · 304 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$180M
300. 12961
     Jaykay Wealth Advisors, Inc.Houston, TX · 139 clientsBroker-dealer firmHybrid
     LPL Financial 100%
     +00% 1 yr$174M
301. 12980
     Leibman Financial Servces, Inc.Louisville, NE · 270 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$173M
302. 13028
     Koob Wealth Management, LLCWhite Bear Township, MN · 133 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$172M
303. 13155
     917 Advisory Services LLCSpokane, WA · 195 clientsWealth manager
     LPL Financial 100%
     +00% 1 yr$168M
304. 13206
     Vision Financial Management, LLCCuyahoga Falls, OH · 449 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$166M
305. 13258
     Thirteen Twenty-Two AdvisorsFort Worth, TX · 398 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$163M
306. 13278
     Four Financial ManagementANN Arbor, MI · 353 clientsWealth managerWrap sponsorHybridAlan Brilliant, David Fransko
     LPL Financial 100%
     +00% 1 yr$163M
307. 13283
     Taurus FinancialJersey City, NJ · 127 clientsWealth managerHybrid
     Schwab 85%
     +00% 1 yr$162M
308. 13291
     Freedom Family Office, LLC130 clientsWealth manager
     LPL Financial 100%
     +00% 1 yr$162M
309. 13341
     Collier Financial, IncDenver, CO · 172 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$161M
310. 13342
     Kropog Financial Group, LLCMandeville, LA · 221 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$160M
311. 13371
     Wiregrass Asset ManagementThomasville, GA · 330 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$160M
312. 13437
     Strategic Wealth Management, LLCBedford, TX · 176 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$158M
313. 13530
     Vega Capital Group LLC65 clientsWealth manager
     Morgan Stanley 55%LPL Financial 45%
     +00% 1 yr$155M
314. 13533
     Lake Avenue Financial LLCPasadena, CA · 294 clientsWealth manager
     Altruist 52%Fidelity Distributors Company 45%
     +00% 1 yr$155M
315. 13565
     Alessandra Capital Management, LLCTorrance, CA · 174 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$154M
316. 13577
     Manhattan Wealth Management GroupNew York, NY · 319 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$153M
317. 13654
     Cascade Financial StrategiesBend, OR · 309 clientsWealth manager
     Schwab 99%
     +00% 1 yr$151M
318. 13675
     Titletown Wealth Management, LLCGreen Bay, WI · 459 clientsWealth manager
     LPL Financial 91%
     +00% 1 yr$150M
319. 13717
     Harborfront Financial GroupLudington, MI · 604 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$149M
320. 13743
     Nich Capital Partners, Inc.69 clientsWealth manager
     LPL Financial 100%
     +00% 1 yr$148M