The Wealth Manager database

Name: The Wealth Manager database
Creator: Financial ADVSR

Atlas screener Every RIA The Largest RIAs ADVSR Rankings

Wealth managers: 8,915
Regulatory AUM: $16.4T
Use more than one custodian: 2,417
Hybrid: 1,785

Where their clients’ assets sit. Select a custodian to filter the list.

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8,915 firms manage $16.4 trillion

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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

9559
Tucker Financial GroupMontgomery, AL · 2,436 clientsWrap sponsor
Schwab 83%
$339M
9562
Smallwood Wealth ManagementRed Bank, NJ · 458 clientsWrap sponsorHybrid
Schwab 100%
$339M
9563
Amerity Wealth Management, LLCLakeland, FL · 750 clients
Pershing 28%RL 360 Insurance Company Limited 26%Schwab 25%
$339M
9565
Diversified Financial ManagementNorwell, MA · 144 clients
Fidelity 82%
$339M
9566
Eiger Wealth Management, LLCSan Diego, CA · 118 clients
Schwab 100%
$339M
9567
Lewis Financial Management, LLCRaleigh, NC · 88 clientsHybrid
American Funds Service 100%
$339M
9569
Mdrn CapitalAnnapolis, MD · 569 clients
Altruist 100%
$339M
9572
Comprehensive Wealth ManagementLynnwood, WA · 389 clients
Schwab 100%
$338M
9573
Core Advisory GroupRock Hill, SC · 1,163 clientsHybrid
LPL Financial 68%SEI 32%
$338M
9575
Bookends Financial PlanningIndianapolis, IN · 521 clients
Raymond James 100%
$338M
9576
Nicholson Meyer Capital Management, Inc.Kansas City, MO · 268 clients
Fidelity 100%
$338M
9577
Addington Financial Group LLC94 clients
Fidelity 100%
$338M
9578
Mine & Arao Wealth Creation and Management, LLCCampbell, CA · 222 clients
Schwab 100%
$338M
9580
Boulder Wealth Advisors, LLCBoulder, CO · 183 clients
Schwab 100%
$338M
9581
Commerce Advisors, LLCMemphis, TN · 143 clientsHybrid
Fidelity 100%
$338M
9582
Uwharrie Investment Advisors, Inc.Albemarle, NC · 875 clientsBank-affiliatedHybridThe Strategic Alliance Corporation
Pershing 100%
$338M
9584
Assetgrade, LLCBoston, MA · 171 clients
Fidelity 100%
$338M
9585
Lucas Group Financial Advisors, LLCFreeport, IL · 429 clients
Schwab 100%
$338M
9587
Lenk Ladner Investment Solutions LLCOsterville, MA · 276 clients
Schwab 100%
$337M
9589
Bluedoor Private Wealth, LLCBeverly, MA · 137 clients
Schwab 84%
$337M
9590
EvoadvisorsRichmond, VA · 168 clients
Altruist 100%
$337M
9592
The Nalls Sherbakoff Group, LLCKnoxville, TN · 500 clients
Schwab 100%
$337M
9593
New England Research & Management, Inc.Chicago, IL · 149 clients
Fidelity 100%
$337M
9594
Washington Avenue AdvisorsLansing, MI · 689 clients
Schwab 79%
$337M
9597
TRU Independence Asset Management, LLCPortland, OR · 1,059 clientsWrap sponsorHybrid
Raymond James 100%
$337M
9598
Vestura, LLCHobart, WI · 76 clients
No custodian reported
$337M
9599
Everstar Asset Management, LLCMooresville, NC · 1,132 clients
Schwab 100%
$337M
9600
Assembly WealthMill Valley, CA · 209 clientsWrap sponsor
Schwab 100%
$337M
9601
Kilner Capital Advisors, LLCGaithersburg, MD · 230 clients
Schwab 100%
$337M
9603
Journey Financial Group, Inc.Buffalo Grove, IL · 330 clients
Schwab 100%
$336M
9604
ADG Wealth Management Group, LLCMetairie, LA · 569 clients
Fidelity 100%
$336M
9607
Lonestar Registered Investment Advisors, LLCLubbock, TX · 1,195 clients
Schwab 99%
$336M
9608
Capital IdeasDallas, TX · 96 clientsHybrid
Wells Fargo 53%Schwab 47%
$336M
9609
Agate Pass Investment, LLCBainbridge Island, WA · 124 clients
Schwab 100%
$336M
9611
Treasure Valley Financial PlanningMeridian, ID · 541 clients
Schwab 100%
$336M
9612
Cogent Strategic Wealth LLCChicago, IL · 102 clients
Schwab 100%
$336M
9615
Bennett Selby Investments, L.P.97 clients
No custodian reported
$336M
9616
Shared Vision Wealth Group192 clients
Fidelity 50%Schwab 50%
$336M
9617
Peachtree Investment Partners, LLC263 clients
Schwab 100%
$336M
9620
Apricus Wealth LLCBeaufort, SC · 100 clients
Schwab 100%
$336M