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

481. 13574
     Aventine Financial GroupDoylestown, PA · 133 clientsWealth manager
     Schwab 100%
     +00% 1 yr$153M
482. 13601
     Troutman WealthMalvern, PA · 102 clientsWealth manager
     Schwab 100%
     +00% 1 yr$153M
483. 13624
     Hershey Financial Advisers, LLCLancaster, PA · 507 clientsWealth managerHybrid
     No custodian reported
     +00% 1 yr$152M
484. 13647
     Omicron Advisors, LLCLancaster, PA · 82 clientsWealth manager
     Schwab 100%
     +00% 1 yr$151M
485. 13652
     Zenith Wealth PartnersPhiladelphia, PA · 325 clientsWealth manager
     Schwab 62%Altruist 38%
     +00% 1 yr$151M
486. 13676
     Auerbach Investment Services, LLCNarberth, PA · 60 clientsWealth manager
     Interactive Brokers 100%
     +00% 1 yr$150M
487. 13704
     Evident FinancialErie, PA · 90 clientsWealth manager
     Schwab 100%
     +00% 1 yr$150M
488. 13721
     Harvest Financial PartnersPaoli, PA · 147 clientsWealth manager
     Schwab 100%
     +00% 1 yr$149M
489. 13724
     Wagner Wealth Management, Corp.Conyngham, PA · 261 clientsWealth manager
     Schwab 100%
     +00% 1 yr$149M
490. 13770
     Cross Border Financial Planning USA LLCPhiladelphia, PA · 166 clientsWealth managerWrap sponsor
     Schwab 100%
     +00% 1 yr$147M
491. 13775
     Elite Life Management LLCErie, PA · 91 clientsWealth managerAffiliated broker-dealerHBK Sorce Brokerage LLC
     Schwab 100%
     +00% 1 yr$147M
492. 13793
     Pinnacle Strategic Wealth Management, LLC.King of Prussia, PA · 501 clientsWealth manager
     No custodian reported
     +00% 1 yr$146M
493. 13838
     MFG Private WealthCanonsburg, PA · 795 clientsWealth managerHybrid
     Dunham 51%Assetmark Brokerage 49%
     +00% 1 yr$146M
494. 13893
     Villanova Investment Management Company, LLCWayne, PA · 1 clientsAsset managerHybridPennhaven Brokerage Partners, LLC, clears through Axos Clearing
     BNY 38%State Street 31%
     +00% 1 yr$144M
495. 13909
     Lynch Investment Planning, LLCNewtown Square, PA · 140 clientsWealth manager
     Schwab 100%
     +00% 1 yr$143M
496. 13985
     Liberty Asset ManagementAllentown, PA · 331 clientsWealth managerHybrid
     Fidelity 100%
     +00% 1 yr$141M
497. 14028
     Coombs Wealth Advisory, LLCBlue Bell, PA · 18 clientsWealth manager
     Schwab 100%
     +00% 1 yr$140M
498. 14096
     Vericrest Private Wealth, LLCNewtown, PA · 109 clientsWealth managerWrap sponsor
     Schwab 61%Fidelity 39%
     +00% 1 yr$138M
499. 14136
     Wealthkare.com, Inc.Mount Union, PA · 375 clientsWealth manager
     Schwab 94%
     +00% 1 yr$137M
500. 14179
     Keller Financial GroupCamp Hill, PA · 89 clientsWealth manager
     Assetmark Trust 100%
     +00% 1 yr$135M
501. 14247
     Elm Capital Management LLCPittsburgh, PA · 564 clientsWealth manager
     Schwab 100%
     +00% 1 yr$133M
502. 14303
     Nest EGGConshohocken, PA · 2,832 clientsWealth managerPublic-company ownedHybridNest Investments BD LLC
     Schwab 55%Apex Fintech 45%
     +00% 1 yr$132M
503. 14351
     Walsky Investment Management IncWyomissing, PA · 107 clientsWealth manager
     Schwab 100%
     +00% 1 yr$130M
504. 14380
     CGI Wealth Advisors, Inc.Frazer, PA · 121 clientsWealth manager
     Altruist 0%
     +00% 1 yr$129M
505. 14386
     Attleboro Wealth Management LLCYardley, PA · 142 clientsWealth manager
     Schwab 100%
     +00% 1 yr$129M
506. 14403
     Diccianni Financial Group, Inc.East Norriton, PA · 321 clientsWealth managerHybridLeigh Baldwin & Co., LLC
     Schwab 100%
     +00% 1 yr$129M
507. 14429
     Guardian Capital, LLCWexford, PA · 241 clientsWealth manager
     Schwab 100%
     +00% 1 yr$128M
508. 14439
     Chartered Advisory GroupChadds Ford, PA · 283 clientsWealth manager
     Allianz Life Insurance Company of North America 51%Schwab 49%
     +00% 1 yr$128M
509. 14548
     Dakota Investments, LLCBryn Mawr, PA · 1 clientsAsset managerHybrid
     No custodian reported
     +00% 1 yr$125M
510. 14564
     Watkinson Capital Advisors LLCBerwyn, PA · 92 clientsWealth manager
     Schwab 100%
     +00% 1 yr$124M
511. 14583
     IM Wealth PartnersBlue Bell, PA · 17 clientsWealth managerHybrid
     Fidelity 100%
     +00% 1 yr$124M
512. 14590
     Schuylkill Financial, LLCWyomissing, PA · 127 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$124M
513. 14601
     Dewitt Capital ManagementCollegeville, PA · 85 clientsWealth manager
     Schwab 100%
     +00% 1 yr$123M
514. 14631
     V3limited LLCRadnor, PA · 57 clientsWealth manager
     Fidelity 60%Merrill / Bank of America 40%
     +00% 1 yr$122M
515. 14747
     Chestnut Street Investment Counsel, LLCLancaster, PA · 85 clientsWealth manager
     Schwab 100%
     +00% 1 yr$120M
516. 14819
     Fournorth Capital LLCWest Conshohocken, PA · 1 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$118M
517. 14832
     McKinley FinancialBrookville, PA · 249 clientsWealth manager
     Schwab 100%
     +00% 1 yr$117M
518. 14848
     Trident Advisors IncDoylestown, PA · 225 clientsWealth managerHybrid
     Wells Fargo 100%
     +00% 1 yr$117M
519. 14851
     Oxford Real Estate Advisors IncPittsburgh, PA · 2 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$117M
520. 14872
     Asset Strategy Retirement Plan Consultants, LLCCamp Hill, PA · 242 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$116M