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.

Filters

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

12220
Weingarten Associates, L.L.C.Lawrenceville, NJ · 65 clients
Schwab 100%
$200M
12221
MH & Associates Securities Management CorporationCarlsbad, CA · 75 clients
Schwab 100%
$200M
12222
Tandem Investment Partners, LLCBordentown, NJ · 192 clients
Schwab 100%
$200M
12223
Laughlin Financial LLCBloomington, IN · 82 clients
Schwab 99%
$200M
12227
Chapman Investment Management, LLC62 clients
Schwab 60%U.S. Bank 40%
$200M
12228
Radix Organization, Inc.New York, NY · 95 clients
Oppenheimer & Co. 100%
$200M
12229
Genesis Wealth Advisors, LLCBraintree, MA · 231 clients
Fidelity 100%
$200M
12230
Asset Management GroupCartersville, GA · 372 clients
Schwab 100%
$200M
12231
Allen Capital Management, LLCVancouver, WA · 109 clients
No custodian reported
$200M
12232
Newbore Wealth Management, Inc.Gladstone, OR · 528 clientsHybrid
LPL Financial 100%
$200M
12233
WH Cornerstone Investments Inc.Duxbury, MA · 148 clients
Schwab 100%
$200M
12236
Aspen Private Advisors, LLCSioux Falls, SD · 125 clientsWrap sponsor
LPL Financial 100%
$200M
12237
Flagship Capital Management IncMedia, PA · 176 clients
Schwab 100%
$200M
12238
Planning Works Advisory, Inc.Austin, TX · 129 clients
Schwab 100%
$200M
12241
Kapusta Financial GroupPittsburgh, PA · 207 clients
Schwab 100%
$200M
12243
IA Network, LLCCharlotte, NC · 259 clientsHybrid
Schwab 72%SEI 28%
$200M
12244
Capital Asset Management, Inc.Columbus, OH · 124 clients
Fidelity Distributors Company 99%
$200M
12245
KG Capital Management, LLCSaint Francisville, LA · 438 clientsHybrid
Schwab 100%
$200M
12246
DBK Financial Counsel, LLCCuyahoga Falls, OH · 77 clients
No custodian reported
$199M
12247
CND FinancialLivonia, MI · 189 clients
Schwab 100%
$199M
12248
Glenwood Investment Group, LLCManchester, NH · 372 clients
Schwab 0%
$199M
12249
Advisor.investmentsBaton Rouge, LA · 168 clients
Schwab 100%
$199M
12250
Pingora Partners LLCDallas, TX · 32 clients
Schwab 100%
$199M
12253
Miller Global Investments, L.L.C.Dallas, TX · 97 clients
Schwab 0%
$199M
12254
Tranquilli Financial Advisor, LLCClinton, NJ · 225 clients
Axos 100%
$199M
12257
Sechrest Financial ServicesActon, MA · 53 clients
Fidelity 100%
$199M
12258
AIO Financial, LLCTucson, AZ · 197 clients
Schwab 100%
$199M
12259
RIK Saylor Financial, Inc.Fairfield, OH · 377 clients
Fidelity 100%
$199M
12260
Financial Architects, LLCWoodstock, GA · 100 clients
Schwab 100%
$199M
12261
Barron Financial Group, LLPTorrington, CT · 193 clients
Fidelity 98%
$199M
12262
RWA AdvisorsBoca Raton, FL · 221 clients
Schwab 100%
$199M
12264
Catoctin Ridge Wealth PartnerThurmont, MD · 933 clientsHybrid
No custodian reported
$199M
12265
The Bedminster GroupBluffton, SC · 190 clients
Schwab 100%
$199M
12266
MJT & Associates Financial Advisory Group, Inc.Montevideo, MN · 317 clients
Schwab 100%
$199M
12267
Erickson Financial Group, LLCAllentown, PA · 260 clients
Schwab 100%
$199M
12269
Capital Squared Financial LLCRockville, MD · 87 clients
Schwab 100%
$199M
12272
Paladin PartnersHartland, WI · 45 clients
RBC 53%Schwab 47%
$199M
12274
Prestige Wealthwide, LLCLehi, UT · 187 clients
Schwab 100%
$198M
12276
Cedarstone AdvisorsThousand Oaks, CA · 191 clients
Schwab 100%
$198M
12279
PMG Wealth ManagementHawthorn Woods, IL · 443 clientsHybrid
LPL Financial 100%
$198M