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

361. 9930
     WMS Wealth PlannersPittsburgh, PA · 292 clientsWealth manager
     Schwab 100%
     +00% 1 yr$315M
362. 9992
     PTM Wealth Management, LLCNorth Wales, PA · 164 clientsWealth manager
     Schwab 100%
     +00% 1 yr$310M
363. 9993
     Invicta Advisors LLCOakmont, PA · 1,163 clientsBroker-dealer firmHybridInvicta Capital LLC
     No custodian reported
     +00% 1 yr$310M
364. 10005
     Trunorth Financial Services, Inc.Chambersburg, PA · 445 clientsWealth manager
     Fidelity Distributors Company 82%
     +00% 1 yr$309M
365. 10016
     Chronometer Partners LPPittsburgh, PA · 1 clientsAsset manager
     Morgan Stanley 100%
     +00% 1 yr$308M
366. 10035
     Prepared Retirement Institute LLCMontgomeryville, PA · 259 clientsWealth manager
     Schwab 100%
     +00% 1 yr$308M
367. 10125
     Summit Group Retirement Planners, Inc.Exton, PA · 247 clientsAsset managerHybrid
     Fidelity 46%LPL Financial 23%
     +00% 1 yr$302M
368. 10174
     Stonecrop Wealth Advisors, LLCWest Chester, PA · 1,230 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$300M
369. 10203
     Kailasa Capital Management LLCPittsburgh, PA · 130 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$298M
370. 10314
     New Rhein Healthcare Investors LLCPhiladelphia, PA · 6 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$291M
371. 10319
     Godshalk Welsh Capital Management, Inc.Radnor, PA · 110 clientsWealth manager
     Schwab 100%
     +00% 1 yr$290M
372. 10322
     Aspire Wealth ArchitectsWexford, PA · 137 clientsWealth manager
     Schwab 100%
     +00% 1 yr$290M
373. 10345
     Arba Credit Management, L.P.Conshohocken, PA · 2 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$289M
374. 10364
     Innova Wealth Partners, LLCNewtown, PA · 521 clientsWealth manager
     Schwab 100%
     +00% 1 yr$288M
375. 10380
     Valley Financial GroupAmbler, PA · 508 clientsBroker-dealer firmHybrid
     Fidelity 100%
     +00% 1 yr$287M
376. 10412
     Gridiron Partners, LLCWexford, PA · 68 clientsAsset manager
     PNC Bank 49%BNY 36%
     +00% 1 yr$286M
377. 10477
     Oaktree Advisors LLCCoopersburg, PA · 386 clientsWealth managerHybrid
     Fidelity 100%
     +00% 1 yr$283M
378. 10534
     Members Wealth LLCMedia, PA · 166 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$280M
379. 10543
     Eureka Equity PartnersPhiladelphia, PA · 3 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$279M
380. 10551
     FS Tactical Advisor, LLCPhiladelphia, PA · 2 clientsPrivate fund adviserHybridFS Digital Infrastructure Advisor, LLC, FS Investment Solutions, LLC
     No custodian reported
     +00% 1 yr$279M
381. 10557
     Vermillion & White Wealth Management GroupPhoenixville, PA · 357 clientsWealth manager
     Schwab 100%
     +00% 1 yr$279M
382. 10563
     Guardian Asset Advisors, LLCMechanicsburg, PA · 1,201 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$278M
383. 10664
     46 Peaks Investment Advisory GroupNewtown, PA · 135 clientsWealth manager
     Schwab 100%
     +00% 1 yr$272M
384. 10666
     Magnolia Private Wealth, LLCPhiladelphia, PA · 176 clientsWealth manager
     Schwab 53%Fidelity 47%
     +00% 1 yr$272M
385. 10675
     Crossgate Wealth Advisors, LLCNewtown, PA · 183 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$272M
386. 10677
     Alliance FinancialWyomissing, PA · 656 clientsWealth managerWrap sponsorHybrid
     LPL Financial 95%
     +00% 1 yr$272M
387. 10743
     Invested AdvisorsState College, PA · 283 clientsWealth manager
     Fidelity 85%
     +00% 1 yr$268M
388. 10754
     Arsenal Capital Advisors LLCConshohocken, PA · 97 clientsWealth manager
     Schwab 90%
     +00% 1 yr$267M
389. 10794
     Wyze Wealth Advisors, LLCCanonsburg, PA · 138 clientsWealth manager
     Schwab 100%
     +00% 1 yr$265M
390. 10826
     Stark Wealth Management LLCBethlehem, PA · 531 clientsWealth manager
     SEI 96%
     +00% 1 yr$262M
391. 10854
     CGI Plan Advisors, Inc.Frazer, PA · 29 clientsAsset manager
     No custodian reported
     +00% 1 yr$261M
392. 10872
     Archetype Advisors, LLCDoylestown, PA · 275 clientsWealth managerWrap sponsor
     Pershing 100%
     +00% 1 yr$260M
393. 10906
     Steel Tower InvestmentsPittsburgh, PA · 68 clientsWealth managerAffiliated broker-dealerHBK Sorce Brokerage LLC
     Schwab 86%
     +00% 1 yr$259M
394. 10919
     Malvern Capital ManagementMalvern, PA · 133 clientsWealth manager
     Fidelity 88%
     +00% 1 yr$258M
395. 10941
     Red Spruce Capital, LLCBerwyn, PA · 143 clientsWealth manager
     Altruist 100%
     +00% 1 yr$257M
396. 10942
     Financial Advisory Services, LLCHanover, PA · 298 clientsWealth manager
     Schwab 100%
     +00% 1 yr$257M
397. 10944
     Stone Pine Financial PartnersMedia, PA · 202 clientsWealth manager
     Schwab 100%
     +00% 1 yr$257M
398. 10947
     CMG Capital Management Group, Inc.Malvern, PA · 538 clientsWealth managerHybrid
     Axos 81%
     +00% 1 yr$257M
399. 11005
     Addis & Hill, IncorporatedWayne, PA · 159 clientsWealth manager
     Schwab 44%Altruist 30%Pershing 26%
     +00% 1 yr$254M
400. 11024
     Maguire Investments LLCKing of Prussia, PA · 151 clientsWealth manager
     Schwab 85%
     +00% 1 yr$253M