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

11376
A3 Capital AdvisorsHouston, TX · 26 clients
Schwab 100%
$237M
11377
Clarity Wealth Management, L.L.C.Gilbert, AZ · 944 clientsHybrid
LPL Financial 100%
$237M
11378
Axiom Investment Management LLCNew York, NY · 214 clientsHybridAxiom Capital Management, Inc., clears through Hilltop Securities
Hilltop Securities 100%
$237M
11379
Your Private Client Group, Inc.230 clients
Assetmark Trust 100%
$237M
11380
Nvest Wealth Strategies, Inc.Powell, OH · 187 clients
Schwab 100%
$237M
11381
Fireside Capital AdvisorsDallas, TX · 140 clients
Schwab 100%
$237M
11382
Level Wealth Management LLCGreensboro, NC · 94 clients
Schwab 100%
$237M
11385
Castle Wealth PlanningSanta Barbara, CA · 111 clients
Schwab 100%
$236M
11386
Lanier Financial Group LLCAthens, GA · 240 clientsPublic-company owned
Schwab 89%
$236M
11389
Ipsen Advisor GroupLittle Rock, AR · 337 clientsHybrid
Fidelity 100%
$236M
11390
R2 Wealth Management PartnersLincoln, NE · 430 clients
Schwab 100%
$236M
11391
Arlington Wealth ManagementArlington Heights, IL · 226 clients
Schwab 100%
$236M
11392
Heritage Financial Counselors, LLCBedminster, NJ · 143 clients
Schwab 100%
$236M
11393
Bamboo Wealth StrategiesSan Diego, CA · 229 clients
Schwab 100%
$236M
11395
Crown Oak Advisors54 clients
Schwab 77%Fidelity Distributors Company 23%
$236M
11398
Birch Capital Management, LLC35 clients
Schwab 100%
$235M
11400
Portland Private Wealth Management, Inc.Portland, OR · 455 clients
Schwab 100%
$235M
11401
Crew Capital Management, LTD.Cincinnati, OH · 203 clientsHybrid
Schwab 100%
$235M
11402
Hutchinson & Ziegler Financial Advisors, Inc.San Rafael, CA · 62 clients
Schwab 100%
$235M
11403
R.I.T. Wealth AdvisorsSan Luis Obispo, CA · 262 clients
No custodian reported
$235M
11404
Spectrum Financial ResourcesTroy, MI · 723 clientsHybrid
Pershing 73%Schwab 27%
$235M
11405
PromethiumBethesda, MD · 287 clientsWrap sponsor
Schwab 73%Fidelity 27%
$235M
11406
WhvpZurich, Switzerland · 130 clients
Bank Vontobel AG 45%Dreyfus Soehne & CIE AG, Banquiers 35%
$235M
11407
Big Sioux Wealth ManagementWatertown, SD · 868 clientsBank-affiliatedHybrid
Schwab 100%
$235M
11409
Lind Capital PartnersEvanston, IL · 79 clients
Schwab 58%Fidelity 42%
$235M
11411
Horizon Wealth Advisors582 clientsHybrid
Schwab 100%
$235M
11412
Kingsman Wealth Management Inc.Pensacola, FL · 216 clients
Schwab 100%
$235M
11413
Northland Capital ManagementVirginia, MN · 283 clients
Fidelity 100%
$235M
11414
Camelotta AdvisorsSan Francisco, CA · 61 clients
Fidelity 88%
$235M
11415
Altura Wealth AdvisorsVirginia Beach, VA · 261 clients
Schwab 100%
$235M
11416
Partnership Wealth ManagementTowson, MD · 139 clientsWrap sponsor
Schwab 100%
$235M
11417
Sustainable Advisors Alliance LLCTulsa, OK · 559 clients
Schwab 71%
$235M
11418
Tevis Investment Management, LLCPlano, TX · 431 clients
Schwab 100%
$235M
11419
Watercolor FinancialAustin, TX · 152 clients
Fidelity 100%
$235M
11420
Peak Investment Advisors, Inc.Colorado Springs, CO · 40 clients
Schwab 100%
$235M
11421
Plan TO Prosper Wealth ManagementOrmond Beach, FL · 418 clients
Schwab 100%
$234M
11423
Equanimity Financial PartnersPasadena, CA · 665 clients
Schwab 100%
$234M
11424
Rademacher Financial, Inc.Lawrence, KS · 343 clients
Raymond James 100%
$234M
11425
Belleair Asset Management, LLCBelleair Bluffs, FL · 125 clients
Schwab 100%
$234M
11427
Capital Management Advisor Group, LLCWalnut Creek, CA · 88 clients
Capital Bank and Trust 100%
$234M