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

Open in the Atlas screener

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

9873
Openair Financial, LLCSouthlake, TX · 860 clients
Schwab 97%
$318M
9875
4:8 FinancialCanby, OR · 834 clientsWrap sponsor
LPL Financial 100%
$318M
9876
Tower View Wealth Management LLC209 clients
Schwab 100%
$318M
9878
Three Cord True Wealth Management, LLCBeaver, PA · 584 clientsWrap sponsorHybrid
LPL Financial 100%
$318M
9879
Meira WealthCoral Gables, FL · 183 clients
Schwab 77%Fidelity 23%
$318M
9882
Legacy Financial Advisors CorporationBloomington, MN · 245 clients
Schwab 100%
$318M
9884
Wealth Pro Advisors, Inc.Sarasota, FL · 212 clientsHybrid
Schwab 100%
$317M
9886
Family Wealth Planning PartnersLouisville, KY · 1,466 clients
Schwab 100%
$317M
9887
BCA Private Wealth, Inc.Greenville, SC · 383 clients
Schwab 82%
$317M
9890
Redwood Wealth Management Group, LLCMedford, NJ · 424 clientsHybrid
Schwab 100%
$317M
9891
Mendel Money Management IncNorthbrook, IL · 211 clients
Schwab 87%
$317M
9892
Blue Barn WealthOrem, UT · 233 clients
Schwab 100%
$317M
9893
Swisher Financial Concepts, Inc.Westerville, OH · 640 clientsHybrid
Schwab 100%
$317M
9894
First Financial GroupRaleigh, NC · 378 clients
Schwab 100%
$317M
9895
Councilor Wealth LLCBethesda, MD · 197 clients
Schwab 100%
$317M
9896
DKM Wealth Management, Inc.Stockton, CA · 180 clients
Schwab 100%
$317M
9898
The Mustico Financial Group, Inc.Elmira, NY · 460 clientsHybrid
Schwab 86%
$317M
9899
Duet Advisory Services LLCBingham Farms, MI · 283 clientsHybrid
Schwab 79%
$316M
9900
Salvus Wealth Management, LLCRed Bank, NJ · 195 clients
Fidelity 100%
$316M
9902
Ferguson-Johnson Wealth Management, Inc.Rockville, MD · 198 clients
Fidelity Distributors Company 100%
$316M
9904
WealthcollabBellevue, WA · 68 clients
Schwab 100%
$316M
9905
First Oak Wealth Management, LLCRaleigh, NC · 154 clients
Schwab 100%
$316M
9906
Tenon FinancialMetuchen, NJ · 100 clients
Schwab 100%
$316M
9907
Wealth Analytics Partners, LLCSan Diego, CA · 184 clients
Schwab 53%Altruist 45%
$316M
9908
Gibert Wealth ManagementCharlotte, NC · 116 clients
No custodian reported
$316M
9909
Pacifica Partners Capital ManagementSurrey, Canada · 580 clients
National Bank Independent Network (nbin) 100%
$316M
9911
Proactive Wealth Strategies, LLCMarietta, GA · 442 clientsWrap sponsorHybrid
LPL Financial 100%
$316M
9912
Sparta Wealth PartnersCharlotte, NC · 215 clientsHybrid
Schwab 100%
$316M
9913
Kenora Financial, LLCDes Plaines, IL · 191 clients
Schwab 100%
$316M
9919
Thames Financial ManagementNorwich, CT · 302 clients
Fidelity 100%
$315M
9920
Accelerate RetirementAliso Viejo, CA · 1,076 clientsHybrid
Fidelity 55%Schwab 45%
$315M
9921
Camarda Wealth Advisory GroupFleming Island, FL · 286 clients
Schwab 100%
$315M
9922
Walker Asset Management, LLC195 clientsWrap sponsor
Schwab 100%
$315M
9925
Aurelius Family Office, LLCBedford, NH · 167 clients
Axos 100%
$315M
9926
Marcellus Investment Managers Private LimitedMumbai, Maharashtra, India · 2,415 clients
Kotak Mahindra Bank Limited 85%
$315M
9927
Bonner & Smith, LLCLubbock, TX · 300 clients
Fidelity 100%
$315M
9929
Twin Lakes CapitalRedwood Shores, CA · 89 clients
Schwab 100%
$315M
9930
WMS Wealth PlannersPittsburgh, PA · 292 clients
Schwab 100%
$315M
9931
Vista Advisor Group, LLCWalnut Creek, CA · 688 clientsWrap sponsor
Schwab 100%
$315M
9932
Define Financial, LLCSan Diego, CA · 119 clients
Fidelity 100%
$315M