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

241. 6759
     Northstar Asset Management Company, LLCBlue Bell, PA · 161 clientsWealth manager
     Schwab 85%
     +00% 1 yr$660M
242. 6774
     Thrive Capital Management, LLCFort Washington, PA · 786 clientsWealth manager
     Schwab 100%
     +00% 1 yr$657M
243. 6778
     Old Glory Asset Management LLCMalvern, PA · 21 clientsAsset manager
     First Hawaiian Bank 32%U.S. Bank 29%Amalgamated Bank 26%
     +00% 1 yr$656M
244. 6781
     McGowan & Co LLPBryn Mawr, PA · 240 clientsWealth manager
     Schwab 100%
     +00% 1 yr$656M
245. 6783
     Milestone Financial Associates, LLCMacungie, PA · 645 clientsWealth managerWrap sponsor
     Schwab 100%
     +00% 1 yr$654M
246. 6785
     PW Nova Financial Services LLCNewtown, PA · 733 clientsWealth managerWrap sponsor
     TradePMR / Robinhood 55%Schwab 45%
     +00% 1 yr$654M
247. 6829
     Kitching Partners, LLCConshohocken, PA · 119 clientsWealth manager
     Schwab 53%J.P. Morgan 47%
     +00% 1 yr$646M
248. 6864
     Riggs Asset Management Co IncDallas, PA · 430 clientsWealth manager
     Schwab 100%
     +00% 1 yr$640M
249. 6873
     Northeast Advisers, Inc.Paoli, PA · 376 clientsWealth manager
     Schwab 87%
     +00% 1 yr$639M
250. 6889
     Fischer Financial Services IncHarrisburg, PA · 615 clientsWealth manager
     Fidelity 92%
     +00% 1 yr$636M
251. 6918
     Cordatus Wealth Management LLCYardley, PA · 308 clientsWealth managerWrap sponsorHybrid
     Wells Fargo 100%
     +00% 1 yr$630M
252. 6954
     Lountzis Asset Management, LLCWyomissing, PA · 155 clientsWealth manager
     Schwab 100%
     +00% 1 yr$624M
253. 6968
     Hapanowicz FinancialPittsburgh, PA · 652 clientsWealth manager
     LPL Financial 100%
     +00% 1 yr$622M
254. 6972
     H Financial ManagementCanonsburg, PA · 557 clientsWealth managerHybrid
     Fidelity Investments 100%
     +00% 1 yr$622M
255. 7026
     Seminal Food and Nutrition Investments, LLCWayne, PA · 9 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$613M
256. 7028
     Capital A Wealth ManagementCranberry TWP., PA · 1,162 clientsWealth managerWrap sponsorHybrid
     Schwab 95%
     +00% 1 yr$613M
257. 7064
     Drexel Morgan & Co.Radnor, PA · 12 clientsWealth managerBank-affiliated
     UBS 100%
     +00% 1 yr$607M
258. 7071
     MFA Wealth Advisors, LLCPittsburgh, PA · 801 clientsWealth managerWrap sponsor
     Schwab 100%
     +00% 1 yr$605M
259. 7101
     Alliance Wealth Advisors, LLCScranton, PA · 677 clientsWealth manager
     Raymond James 51%Schwab 49%
     +00% 1 yr$601M
260. 7153
     MP Next CapitalVillanova, PA · 13 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$591M
261. 7161
     Master's Wealth Management Inc.Leola, PA · 434 clientsWealth managerWrap sponsor
     Raymond James 86%
     +00% 1 yr$590M
262. 7202
     Fortis Advisors, LLCWayne, PA · 91 clientsAsset manager
     Schwab 100%
     +00% 1 yr$584M
263. 7216
     Boden WealthLemoyne, PA · 1,212 clientsWealth manager
     SEI 100%
     +00% 1 yr$582M
264. 7255
     G&h InvestmentsLeola, PA · 136 clientsWealth manager
     Schwab 100%
     +00% 1 yr$576M
265. 7312
     Liberty Square Wealth Partners LLCBethlehem, PA · 625 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$568M
266. 7324
     Rhino Investment Partners, Inc.West Conshohocken, PA · 2 clientsAsset manager
     Goldman Sachs 68%BNY 32%
     +00% 1 yr$566M
267. 7351
     Lifeguide Financial Advisors, LLCMechanicsburg, PA · 778 clientsWealth managerWrap sponsor
     Schwab 100%
     +00% 1 yr$563M
268. 7372
     Continuim Equity Partners, LPPittsburgh, PA · 9 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$560M
269. 7412
     Kooman & AssociatesAltoona, PA · 331 clientsWealth manager
     Raymond James 85%
     +00% 1 yr$556M
270. 7418
     Lansing Street AdvisorsAmbler, PA · 151 clientsWealth manager
     Schwab 100%
     +00% 1 yr$555M
271. 7458
     Hamel Associates,inc.Allentown, PA · 127 clientsWealth manager
     Schwab 100%
     +00% 1 yr$548M
272. 7476
     Stewardship Advisors, LLCMount JOY, PA · 687 clientsWealth manager
     TradePMR / Robinhood 79%
     +00% 1 yr$545M
273. 7490
     Marion Wealth ManagementMonroeville, PA · 456 clientsWealth manager
     Schwab 100%
     +00% 1 yr$543M
274. 7495
     Common Cents PlanningGlen Mills, PA · 463 clientsWealth managerHybrid
     Fidelity 100%
     +00% 1 yr$542M
275. 7569
     Collective Family Office, LLCYork, PA · 146 clientsWealth manager
     Schwab 100%
     +00% 1 yr$533M
276. 7618
     Archean Capital Partners II, L.L.C.Newtown Square, PA · 3 clientsPrivate fund adviserAffiliated broker-dealer
     No custodian reported
     +00% 1 yr$528M
277. 7630
     Aurdan Capital Management, LLCWayne, PA · 423 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$526M
278. 7672
     Northstar Financial Companies, Inc.Conshohocken, PA · 507 clientsWealth managerWrap sponsor
     Schwab 100%
     +00% 1 yr$519M
279. 7728
     Investment Research PartnersLemont, PA · 3 clientsAsset manager
     No custodian reported
     +00% 1 yr$512M
280. 7731
     Venator Management LLCPittsburgh, PA · 82 clientsWealth manager
     Schwab 59%BNY 23%
     +00% 1 yr$512M