The RIA database

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81. 6479
    Atlas Legacy Advisors LLCLOS Angeles, CA · 155 clientsWealth manager
    Wells Fargo 63%Schwab 37%
    +00% 1 yr$715M
82. 6514
    Northcape Wealth ManagementWilliamsville, NY · 594 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    +00% 1 yr$706M
83. 6533
    AR Asset Management, Inc.West Hollywood, CA · 129 clientsWealth manager
    Fidelity 53%Schwab 36%
    +00% 1 yr$702M
84. 6707
    Lombard Advisers IncorporatedBaltimore, MD · 985 clientsWealth managerWrap sponsorHybridLombard Securities Incorporated
    Wells Fargo 100%
    +00% 1 yr$670M
85. 6762
    Tradewinds, LLCRaleigh, NC · 505 clientsWealth manager
    Wells Fargo 100%
    +00% 1 yr$659M
86. 6779
    BMB Advisers LLCLOS Angeles, CA · 34 clientsWealth manager
    Fidelity 67%
    +00% 1 yr$656M
87. 6794
    BKM Wealth ManagementBrookfield, WI · 608 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    +00% 1 yr$652M
88. 6840
    Richards Merrill Wealth ManagementSpokane, WA · 1,277 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    +00% 1 yr$644M
89. 6849
    Chapin Davis Asset ManagementBaltimore, MD · 555 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    +00% 1 yr$643M
90. 6918
    Cordatus Wealth Management LLCYardley, PA · 308 clientsWealth managerWrap sponsorHybrid
    Wells Fargo 100%
    +00% 1 yr$630M
91. 6974
    12th Street Asset ManagementNashville, TN · 522 clientsAsset manager
    U.S. Bancorp Investments 52%
    +00% 1 yr$622M
92. 7051
    Woodward Diversified Capital, LLCBakersfield, CA · 451 clientsWealth managerWrap sponsor
    Goldman Sachs 59%Wells Fargo 41%
    +00% 1 yr$610M
93. 7056
    Beacon Harbor Wealth AdvisorsVirginia Beach, VA · 572 clientsWealth managerWrap sponsor
    Wells Fargo 77%Schwab 23%
    +00% 1 yr$608M
94. 7109
    Wealth Advisory Solutions, LLCZionsville, IN · 684 clientsWealth manager
    Wells Fargo 71%Schwab 29%
    +00% 1 yr$599M
95. 7128
    Endeavor Private Wealth, Inc.Topeka, KS · 535 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    +00% 1 yr$595M
96. 7233
    Mattern Wealth Management LLCLawrence, KS · 613 clientsWealth manager
    Schwab 57%Wells Fargo 43%
    +00% 1 yr$579M
97. 7518
    WBI Investments, LLCRed Bank, NJ · 796 clientsWealth manager
    Pershing 88%
    +00% 1 yr$540M
98. 7556
    National Wealth Management Group, LLCCincinnati, OH · 1,314 clientsWealth managerHybrid
    Schwab 63%
    +00% 1 yr$535M
99. 7572
    Argonautica Private Wealth Management, IncWellesley, MA · 121 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    +00% 1 yr$533M
100. 7646
     Convergence Investment Partners, LLCPalm Beach Gardens, FL · 441 clientsAsset manager
     Fidelity 72%
     +00% 1 yr$524M
101. 7869
     Infanger Investment Technology, LLCMountain View, CA · 1 clientsAsset manager
     Morgan Stanley 44%Bank Gutmann Aktiengesellschaft 25%
     +00% 1 yr$495M
102. 7929
     Register Financial Advisors, LLCAtlanta, GA · 433 clientsWealth managerHybridRegister Financial Associates, Inc.
     Wells Fargo 92%
     +00% 1 yr$488M
103. 7975
     Joyce Wealth Management, LLCHouston, TX · 193 clientsWealth managerWrap sponsor
     Wells Fargo 100%
     +00% 1 yr$483M
104. 7980
     The Lewis Financial GroupAshburn, VA · 308 clientsWealth managerWrap sponsor
     Wells Fargo 100%
     +00% 1 yr$482M
105. 8206
     Truenorth Wealth & Impact, LLCJoplin, MO · 401 clientsWealth managerWrap sponsor
     Wells Fargo 100%
     +00% 1 yr$456M
106. 8267
     Mitchell & Pahl Private WealthOklahoma City, OK · 225 clientsWealth managerWrap sponsor
     Wells Fargo 100%
     +00% 1 yr$450M
107. 8368
     AG Asset Advisory, LLCLOS Angeles, CA · 37 clientsWealth manager
     Schwab 87%
     +00% 1 yr$440M
108. 8516
     Big Investment ServicesDover, DE · 622 clientsWealth managerWrap sponsor
     Wells Fargo 100%
     +00% 1 yr$425M
109. 8530
     Syrios Wealth Management GroupLa Jolla, CA · 145 clientsWealth managerWrap sponsor
     Wells Fargo 100%
     +00% 1 yr$425M
110. 8575
     Rhodes Investment Advisors, Inc.Fort Worth, TX · 805 clientsWealth managerHybridRhodes Securities, Inc.
     Wells Fargo 100%
     +00% 1 yr$419M
111. 8625
     Flywheel Private Wealth LLCLOS Altos, CA · 121 clientsWealth managerWrap sponsor
     Wells Fargo 100%
     +00% 1 yr$415M
112. 8635
     Oak Asset Management, LLCWestlake Village, CA · 251 clientsWealth managerWrap sponsor
     Wells Fargo 100%
     +00% 1 yr$414M
113. 8744
     Axiom Financial Strategies Group, LLCNew Albany, IN · 575 clientsWealth managerWrap sponsorHybrid
     Wells Fargo 100%
     +00% 1 yr$404M
114. 8790
     Ticino WealthMission Viejo, CA · 296 clientsWealth managerWrap sponsor
     Wells Fargo 100%
     +00% 1 yr$400M
115. 8876
     Virginia Wealth Management Group, Inc.Virginia Beach, VA · 117 clientsWealth managerWrap sponsor
     Wells Fargo 100%
     +00% 1 yr$394M
116. 8934
     Redwood Financial Planning, LLCScotch Plains, NJ · 634 clientsWealth managerHybridMichael McLane
     Wells Fargo 100%
     +00% 1 yr$389M
117. 8948
     Orso Partners, LPSouth SAN Francisco, CA · 1 clientsAsset manager
     Wells Fargo 53%Morgan Stanley 47%
     +00% 1 yr$387M
118. 9071
     PinvestCoral Gables, FL · 6 clientsAsset manager
     Wells Fargo 26%Julius BAR 25%
     +00% 1 yr$377M
119. 9111
     The Pitti Group Wealth Management, LLCVictor, NY · 601 clientsWealth managerWrap sponsor
     Wells Fargo 87%
     +00% 1 yr$374M
120. 9133
     United Brokerage Services IncParkersburg, WV · 1,390 clientsBroker-dealer firmHybrid
     Wells Fargo 100%
     +00% 1 yr$372M