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

11038
Taylor Securities Services, Inc.Harrisburg, PA · 767 clientsWrap sponsor
Schwab 100%
$253M
11040
Waycross Investment Management CoBellingham, WA · 160 clients
Schwab 100%
$252M
11041
LEE, Kelleher & Klein Wealth Management155 clients
Schwab 100%
$252M
11042
Winters Financial Group, Inc.Westlake Village, CA · 273 clientsHybrid
Fidelity 100%
$252M
11043
JCP Investment Management, LLCHouston, TX · 11 clients
Schwab 100%
$252M
11044
Morgan Dempsey Capital Management LLCMilwaukee, WI · 464 clients
Schwab 53%
$252M
11046
DB & C Advisors, LLCHolland, MI · 329 clients
Raymond James 100%
$252M
11047
Principled Wealth Advisors, LLCCovington, KY · 157 clients
SEI 100%
$252M
11050
Bradley & Company Private Wealth Management, LLC59 clients
Fidelity 100%
$252M
11051
Fischer Investment Strategies, LLCWestlake Village, CA · 418 clients
Schwab 100%
$252M
11052
Murphy Wealth Management GroupFishkill, NY · 384 clientsHybrid
LPL Financial 100%
$252M
11054
Advanced Financial Strategies IncIrvine, CA · 145 clientsHybrid
Schwab 100%
$252M
11055
Research Financial StrategiesRockville, MD · 533 clientsHybrid
Schwab 88%
$252M
11059
Riverchase Wealth Management, LLCFlower Mound, TX · 170 clients
Schwab 100%
$251M
11060
Talisman Wealth Advisors, LLCMountainside, NJ · 141 clientsWrap sponsor
LPL Financial 76%Schwab 24%
$251M
11061
Windward Wealth Strategies, Inc.Oshkosh, WI · 397 clients
Fidelity 83%
$251M
11062
Graham Capital Wealth Management, LLCWashington, DC · 710 clients
Fidelity 100%
$251M
11064
Cassia Capital Partners LLCWinston Salem, NC · 186 clients
Pershing 100%
$251M
11065
Mariaca Wealth Management, LLCWellington, FL · 288 clients
Schwab 79%
$251M
11066
Peterson Wealth Management, LLCSparks, NV · 1,144 clientsHybrid
Schwab 100%
$251M
11067
Checks & Balances, Inc.Atlanta, GA · 21 clients
Schwab 100%
$251M
11068
Team Wealth & Tax AdvisorsTemecula, CA · 366 clients
Schwab 100%
$251M
11069
Windle WealthOklahoma City, OK · 399 clients
Altruist 82%
$251M
11070
M Premier PartnersIndian Wells, CA · 251 clientsHybrid
Schwab 100%
$251M
11072
Seek First Inc.Campbell, CA · 86 clients
Schwab 100%
$251M
11075
Blodgett Wealth Advisors, LLC114 clients
Schwab 100%
$251M
11077
Styre WealthFort Worth, TX · 204 clients
Schwab 100%
$251M
11078
Liberty Forge LLCBoston, MA · 198 clientsHybrid
Altruist 100%
$251M
11080
Deane Retirement Strategies, Inc.New Orleans, LA · 137 clients
Schwab 100%
$251M
11082
Stone Creek Group, LLCEnglewood, CO · 92 clients
Schwab 100%
$251M
11083
Wealthmd CorporationLouisville, KY · 1,061 clients
Fidelity 80%
$251M
11084
Amara Financial, LLCSan Francisco, CA · 144 clients
Schwab 100%
$250M
11087
MWA Investments, LLCWhite Stone, VA · 38 clients
Blue Ridge Bank 100%
$250M
11088
LIG Capital Management, LLCOklahoma City, OK · 416 clients
Schwab 97%
$250M
11090
Fisher & Wiens Wealth Management, LLCDanville, CA · 300 clientsHybrid
LPL Financial 100%
$250M
11091
Mokan Wealth ManagementOverland Park, KS · 173 clients
Altruist 100%
$250M
11092
Main Street Investment Advisors, LLCNorthbrook, IL · 144 clients
Fidelity 100%
$250M
11094
Cogent Private WealthOrlando, FL · 110 clientsBank-affiliated
Schwab 100%
$250M
11095
Journey Beyond WealthRoswell, GA · 109 clients
Schwab 100%
$250M
11096
Tritonpoint Capital, LLCChevy Chase, MD · 276 clients
Schwab 81%
$250M