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

11318
Birchview Capital, LPBurlington, VT · 12 clients
Goldman Sachs 54%Morgan Stanley 46%
$239M
11321
Trust Investment AdvisorsIndianapolis, IN · 174 clients
Fidelity 100%
$239M
11323
Orcam Financial Group, LLC120 clients
Schwab 100%
$239M
11325
Investment Management & Planning LLCGreenville, DE · 511 clientsWrap sponsorHybrid
LPL Financial 100%
$239M
11326
Investors Portfolio Services LLCPuyallup, WA · 292 clients
Schwab 94%
$239M
11327
Mosaic Wealth Management, L.L.C.75 clients
Schwab 100%
$239M
11328
Total Wealth Planning and Management, Inc.414 clientsWrap sponsor
Raymond James 100%
$239M
11329
CPR Investments IncRochester, MI · 1,172 clientsHybrid
Axos 87%
$239M
11333
Westhampton CapitalWinston-Salem, NC · 143 clients
Fidelity 100%
$239M
11334
Prossimo Advisors LLCSan Luis Obispo, CA · 26 clientsWrap sponsor
Schwab 100%
$239M
11335
Smith BruerTallahassee, FL · 270 clients
Schwab 73%
$238M
11337
Goalfusion Wealth Management302 clients
Schwab 100%
$238M
11338
R.H. Investment Group, LLCScottsdale, AZ · 35 clients
Schwab 100%
$238M
11339
Jm2 Capital Inc.Edmond, OK · 70 clients
Schwab 100%
$238M
11340
Acute Investment AdvisoryMesa, AZ · 787 clients
Schwab 100%
$238M
11342
Strategic Wealth CapitalSan Francisco, CA · 66 clientsWrap sponsor
No custodian reported
$238M
11343
PF AdvisorsChadds Ford, PA · 1 clients
No custodian reported
$238M
11344
Sequoia Wealth Management Group90 clients
Raymond James 100%
$238M
11347
Goldenstone Wealth ManagementEl Dorado Hills, CA · 77 clients
Schwab 100%
$238M
11348
Sector Analysts LLCAllentown, PA · 677 clientsWrap sponsorHybrid
Schwab 100%
$238M
11350
Alexander Capital Wealth Management LLCRed Bank, NJ · 614 clientsWrap sponsorHybridAlexander Capital, L.P., clears through RBC Capital Markets, Velocity Clearing
RBC 100%
$238M
11351
Rachor Investment Advisory Services, LLCLinden, MI · 490 clients
Raymond James 100%
$238M
11352
Kelley Investments216 clients
Fidelity 100%
$238M
11353
3j CapitalSao Paulo, Brazil · 141 clientsHybridBlue Castle Capital Management LLP
Julius BAR 61%CBH 39%
$238M
11354
Golden Road Advisors LLCTampa, FL · 248 clients
Raymond James 100%
$238M
11355
Quest 10 Wealth Builders, Inc.Fuquay-Varina, NC · 503 clients
Fidelity 89%
$238M
11356
Fortune 45, LLC.Gonzales, LA · 653 clients
Schwab 100%
$238M
11358
Lighthouse Wealth Management, Inc.Ashland, OH · 384 clients
Schwab 100%
$238M
11359
Carlsbad Wealth Advisory Group, Inc.Carlsbad, CA · 248 clients
Schwab 100%
$238M
11360
Montcalm TCR LLCSan Francisco, CA · 133 clients
Fidelity 100%
$238M
11362
Everest Wealth ManagementLeawood, KS · 91 clients
Fidelity 100%
$237M
11363
Leicht Financial Planning and Wealth ManagementParsippany, NJ · 194 clientsWrap sponsorHybrid
LPL Financial 100%
$237M
11364
Capital Financial Group, Inc.Littleton, CO · 238 clients
LPL Financial 100%
$237M
11365
Redemption CapitalMidland, TX · 99 clients
Schwab 100%
$237M
11366
Centennial Advisors, LLCAustin, TX · 468 clientsWrap sponsor
Fidelity 69%Schwab 31%
$237M
11368
Awaken Wealth Partners LLCHouston, TX · 417 clientsWrap sponsor
Fidelity 89%
$237M
11369
Pento Portfolio Strategies, LLCNaples, FL · 874 clients
Schwab 100%
$237M
11370
Elderado Financial, IncMontrose, CO · 413 clients
Schwab 100%
$237M
11372
Fort Vancouver Investment Management, LLCVancouver, WA · 194 clients
Schwab 100%
$237M
11375
Minerva Planning GroupDecatur, GA · 122 clients
Schwab 100%
$237M