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

9815
Reik & Co., LLC60 clients
Morgan Stanley 86%
$322M
9816
M4a3 LLCBoulder, CO · 65 clients
Pershing 67%Schwab 33%
$322M
9817
Nicholson Wealth Management GroupCharleston, SC · 205 clients
Schwab 100%
$322M
9818
Shum Financial Group, Inc.Alameda, CA · 330 clients
Schwab 100%
$322M
9819
Stewardship Advisory Group, LLCClermont, FL · 536 clientsHybrid
Axos 68%Schwab 32%
$322M
9821
Truenorth Wealth AdvisorsSeattle, WA · 179 clients
Schwab 100%
$322M
9824
HF Advisory Group, LLCAnnapolis, MD · 460 clients
Schwab 100%
$322M
9827
Asset Preservation Group IncGrapevine, TX · 330 clientsWrap sponsorHybrid
Axos 85%
$321M
9828
Advisors Financial, Inc.McLean, VA · 225 clients
Fidelity 100%
$321M
9829
Strategic Financial Partners, LTD360 clientsHybrid
LPL Financial 100%
$321M
9831
Toomey Investment Management, IncWallingford, CT · 1,302 clientsHybrid
Fidelity 100%
$321M
9832
Founder Family Financial, LLCAustin, TX · 123 clients
Schwab 100%
$321M
9833
Meadowbrook Advisors142 clientsHybrid
Fidelity 100%
$321M
9836
HW Capital LLCSanta Monica, CA · 6 clients
J.P. Morgan 100%
$321M
9837
Sentinel Advisory Group, LLCMiddleton, WI · 381 clientsWrap sponsor
Fidelity 100%
$321M
9838
AWM Financial Services Inc.The Woodlands, TX · 209 clients
Schwab 100%
$321M
9839
Tradewell Tax & FinancialFort Wayne, IN · 441 clients
Schwab 100%
$320M
9840
1 North Wealth Services, LLCAnnapolis, MD · 222 clients
Schwab 100%
$320M
9843
Elevate Wealth ManagementSheridan, WY · 291 clients
Fidelity 100%
$320M
9844
Alhambra Investment Management LLCPalmetto Bay, FL · 202 clients
Fidelity 51%Schwab 49%
$320M
9845
Wynn CapitalAugusta, GA · 301 clients
Schwab 100%
$320M
9846
Sawyer & Co IncBoston, MA · 226 clients
Schwab 100%
$320M
9847
Vista Finance, LLCClayton, MO · 98 clientsBank-affiliated
Fidelity 100%
$320M
9848
Secura FinancialOrange, CA · 681 clientsHybridHarry Barth, Kraig Strom
LPL Financial 67%Schwab 31%
$320M
9849
Lantern Wealth Advisors, LLCMelville, NY · 188 clientsHybridHerold & Lantern Investments, Inc., Percheron Asset Management Group, Inc., clears through Pershing
Pershing 52%Schwab 48%
$320M
9851
Alpha Wealth Management and Planning LLCNovato, CA · 480 clientsWrap sponsorHybrid
LPL Financial 100%
$320M
9853
Wealthview Capital, LLCJackson, MS · 193 clients
Pershing 100%
$319M
9854
Arroyo Investment Group, LLCPasadena, CA · 337 clientsHybridCapital Research Brokerage Services, LLC
No custodian reported
$319M
9855
Optivest, Inc.San Juan Capistrano, CA · 108 clientsHybrid
Schwab 100%
$319M
9857
Theory FinancialFort Collins, CO · 252 clients
Schwab 100%
$319M
9858
Promontory Financial Planning, LLCFarmington, UT · 570 clients
SEI 100%
$319M
9860
Valuewealth Services, LLCAnnapolis, MD · 420 clientsHybrid
No custodian reported
$319M
9861
Antoine Williams & Associates Wealth Management, LLCShelburne, VT · 324 clients
SEI 100%
$319M
9862
Breen Wealth Management, LLCPetaluma, CA · 178 clients
Schwab 100%
$319M
9863
Phillip B. White Co., IncSan Luis Obispo, CA · 246 clients
Pershing 64%Assetmark Brokerage 27%
$319M
9864
Investments & Financial Planning, LLCLexington, KY · 751 clientsWrap sponsor
Schwab 100%
$319M
9867
FMIArdmore, OK · 717 clients
Schwab 100%
$318M
9868
Plagens & Taylor Wealth ManagementSan Angelo, TX · 389 clients
Schwab 100%
$318M
9869
Impact Investors240 clients
Schwab 100%
$318M
9870
Model Wealth159 clients
Schwab 100%
$318M