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

11210
Richardson Wealth (USA) LimitedToronto, Ontario, Canada · 262 clientsAffiliated broker-dealerRichardson Wealth Limited
No custodian reported
$244M
11211
Ares Financial Consulting LLCCalabasas, CA · 289 clients
Fidelity 48%Schwab 34%
$244M
11212
Invera Wealth Advisors LLC139 clients
Raymond James 100%
$244M
11213
Legacy Solutions, LLCKennett Square, PA · 249 clientsHybrid
Schwab 100%
$244M
11214
Abundant Wealth Management LLCStamford, CT · 187 clientsHybrid
SEI 100%
$244M
11215
Foundation Capital Management, LLCEast Norriton, PA · 595 clientsHybrid
Schwab 100%
$244M
11216
Stegent Equity Advisors Inc.Houston, TX · 91 clients
Schwab 100%
$244M
11217
Pinnacle Wealth Management Group, Inc.Plymouth, MI · 209 clientsWrap sponsorHybrid
Schwab 100%
$244M
11220
Prattes Wealth PartnersNewport Beach, CA · 105 clients
Schwab 73%Interactive Brokers 27%
$244M
11221
Pursue Wealth Partners, LLC31 clientsHybrid
Raymond James 100%
$243M
11223
Exit Wealth AdvisorsAlpharetta, GA · 229 clients
Schwab 100%
$243M
11224
Rinaldi Wealth Management, Inc.Bonita Springs, FL · 363 clients
Schwab 99%
$243M
11225
Capstone Wealth Management Group, Inc.Bend, OR · 255 clients
Pershing 100%
$243M
11226
Retirewise Tax and Wealth Advisors, Inc.Topeka, KS · 294 clients
Schwab 100%
$243M
11227
210 FinancialMorton, IL · 1,001 clients
Schwab 88%
$243M
11229
Matthias Private Wealth, LLCWinter Park, FL · 46 clients
Schwab 100%
$243M
11230
Blue Spark Capital AdvisorsNew York, NY · 87 clients
Schwab 100%
$243M
11231
Blalock Williams, LLCAlexander City, AL · 272 clients
Schwab 79%
$243M
11232
Chiron Capital Management, LLCTallahassee, FL · 912 clientsWrap sponsor
Schwab 100%
$243M
11234
Cladis Investment Advisory LLCBillings, MT · 119 clients
Wells Fargo 89%
$243M
11235
Rayburn West Financial ServicesNashville, TN · 142 clients
Schwab 100%
$243M
11237
Waypoint Wealth ManagementTimonium, MD · 207 clients
Schwab 100%
$242M
11238
Munn Wealth Management, LLCMaumee, OH · 745 clients
TradePMR / Robinhood 68%
$242M
11240
Anson AnalyticsTyrone, GA · 117 clients
Fidelity 85%
$242M
11241
Position WealthThe Woodlands, TX · 217 clients
No custodian reported
$242M
11242
McBroom & Associates, LLCLas Vegas, NV · 114 clients
Schwab 89%
$242M
11243
Excelsior InvestorsExcelsior, MN · 105 clients
Fidelity 58%Schwab 42%
$242M
11244
NRG Wealth ManagementOro Valley, AZ · 155 clients
Altruist 82%
$242M
11245
Sanchez & Zures, LLCMcLean, VA · 142 clients
Schwab 100%
$242M
11246
Revolution Capital, LLCOmaha, NE · 192 clients
Schwab 100%
$242M
11248
Adolos Asset Management52 clients
Schwab 100%
$242M
11249
Robbins Wealth ManagementErie, PA · 139 clients
Schwab 100%
$242M
11250
Mori Huston PartnersMiami, FL · 72 clients
Citi 48%Banco Santander 28%
$242M
11252
1620 Investment Advisors, Inc.Plymouth, MA · 242 clients
Schwab 68%Fidelity 23%
$242M
11253
True Measure Wealth ManagementOmaha, NE · 105 clients
SEI 98%
$242M
11254
Prism Planning PartnersLibertyville, IL · 151 clients
Fidelity 100%
$242M
11255
Wealth Management CorporationTallahassee, FL · 1,641 clientsHybrid
Schwab 100%
$242M
11256
Treasure Coast Financial Planning, Inc.Vero Beach, FL · 251 clients
Pershing 100%
$241M
11259
Constitution Investment Advisory and Portfolio ManagementShelton, CT · 180 clients
Fidelity 100%
$241M
11260
Tabr Capital Management, LLCOrange, CA · 235 clients
Fidelity Distributors Company 100%
$241M