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

10194
Veneroso Wealth ManagementWoodbury, NY · 362 clients
Schwab 100%
$299M
10195
Crescent Hill Partners LLCSaratoga Springs, NY · 185 clients
Fidelity 100%
$299M
10198
Avid Wealth Partners, LLCSan Antonio, TX · 246 clients
Fidelity 100%
$299M
10200
Bowers Wealth Management, Inc.Glenbrook, NV · 170 clients
Fidelity 100%
$299M
10203
Kailasa Capital Management LLCPittsburgh, PA · 130 clients
Fidelity 100%
$298M
10205
Interwealth Management, LLCScottsdale, AZ · 278 clients
Fidelity 100%
$298M
10206
Marshall Investment Management, LLCGreenwood Village, CO · 587 clientsWrap sponsorHybrid
LPL Financial 100%
$298M
10207
Innovative Asset Advisors GroupShelton, CT · 373 clients
Schwab 68%SEI 32%
$298M
10208
Wrenne Financial Planning LLC428 clients
Schwab 100%
$298M
10209
ITS Asset Management, L.P.North Haven, CT · 598 clientsHybrid
Axos 57%Fidelity 43%
$298M
10210
Avos Capital Management, LLCDarien, CT · 51 clients
Schwab 57%Interactive Brokers 43%
$298M
10211
Stern Capital Management, Inc.Old Bridge, NJ · 656 clients
Schwab 100%
$298M
10216
Graystone Partners Wealth Management, LLCTempe, AZ · 586 clientsWrap sponsorHybrid
LPL Financial 100%
$297M
10217
OpinicusTampa, FL · 257 clients
LPL Financial 100%
$297M
10218
Tandemgrowth Financial Advisors, LLCAlpharetta, GA · 202 clients
Fidelity 100%
$297M
10219
Calder Financial GroupAda, MI · 544 clients
Fidelity 100%
$297M
10220
Caissa Wealth StrategiesBloomington, MN · 153 clients
Schwab 100%
$297M
10221
Sterling Capital Management IncBrookfield, WI · 388 clientsHybrid
RBC 100%
$297M
10222
Pring TurnerAlamo, CA · 190 clients
Schwab 100%
$297M
10223
Beacon Financial Advisors LTDHouston, TX · 86 clients
Schwab 100%
$297M
10225
Matters Capital LLCCoral Gables, FL · 10 clients
Pershing 54%Schwab 34%
$297M
10228
BirchbrookBangor, ME · 320 clients
Schwab 100%
$296M
10229
Best InvestSan Antonio, TX · 672 clients
Schwab 100%
$296M
10230
The Yanker GroupManchester, MO · 479 clientsWrap sponsorHybrid
LPL Financial 100%
$296M
10231
Letson Investment Management, Inc.105 clients
Fidelity 100%
$296M
10232
Austin Money Management CorporationAustin, TX · 83 clientsHybrid
Schwab 60%Fidelity 31%
$296M
10233
Alpha Capital Family Office, LLCGreenwood Village, CO · 147 clientsWrap sponsor
Fidelity 100%
$296M
10234
Palatine Hill Wealth ManagementBirmingham, MI · 288 clientsWrap sponsor
Schwab 100%
$296M
10238
Golden Bay Advisors LLC154 clients
Altruist 56%Schwab 33%
$296M
10239
Orchid AdvisoryDallas, TX · 15 clients
Schwab 100%
$296M
10242
HWA Financial GroupEllicott City, MD · 174 clients
Schwab 100%
$295M
10246
345 Investment Advisory, LLCScottsdale, AZ · 933 clientsHybrid
Schwab 100%
$295M
10247
Trace Wealth Advisors66 clientsWrap sponsor
LPL Financial 87%
$295M
10248
Krane Financial SolutionsCalabasas, CA · 180 clients
Schwab 100%
$295M
10249
Carpenter, Claydon Advisors, Inc.Maitland, FL · 249 clients
Schwab 100%
$295M
10250
Stewardship Trust AdvisorsGrandville, MI · 285 clients
No custodian reported
$295M
10252
Madison Park Capital Advisors, LLCSeattle, WA · 379 clientsHybrid
Fidelity Distributors Company 72%Schwab 28%
$295M
10255
Bright Futures Wealth Management, LLCWebster, NY · 885 clientsWrap sponsorHybrid
Schwab 100%
$295M
10258
Estate Management Counselors,llcAtlanta, GA · 355 clients
Schwab 100%
$294M
10259
Christensen, King & Associates Investment Services, Inc.Richland, WA · 540 clients
Schwab 100%
$294M