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

13169
Schlindwein Associates LLCDallas, TX · 122 clients
No custodian reported
$167M
13170
Perissos Private Wealth ManagementBethany, OK · 264 clients
Schwab 100%
$167M
13171
Old Vine Capital52 clients
Schwab 100%
$167M
13172
Boyer Financial Services, Inc.Newport Beach, CA · 226 clients
Schwab 0%
$167M
13173
Greenbelt Investment Advisors, LLCRound Rock, TX · 156 clientsWrap sponsor
Schwab 100%
$167M
13174
MAY Capital Management144 clients
No custodian reported
$167M
13175
SAS Financial Advisors, LLC.San Francisco, CA · 162 clients
Schwab 100%
$167M
13176
Cornerstone Financial Management LLCBurlington, MA · 108 clients
Fidelity 100%
$167M
13177
Aldebaran Capital, LLCCarmel, IN · 147 clients
Schwab 100%
$167M
13178
8th Street Investments, LLCAlexandria, VA · 58 clients
Schwab 100%
$167M
13181
Strategic Financial Management, LLC27 clients
J.P. Morgan 82%
$167M
13182
McDonnell Capital ManagementFrankfort, IL · 159 clients
Schwab 100%
$167M
13184
J.P. Capital Management, Inc.Eugene, OR · 43 clients
Interactive Brokers 62%Schwab 38%
$167M
13188
Skybound Wealth USAHouston, TX · 339 clients
No custodian reported
$166M
13189
Hunter Street Investment Advisors LLCApex, NC · 352 clients
No custodian reported
$166M
13190
Conway Partners81 clients
Schwab 100%
$166M
13192
Great Lakes Wealth, LLCNorthville, MI · 248 clientsHybrid
Raymond James 88%
$166M
13193
AFG Fiduciary ServicesHingham, MA · 159 clientsWrap sponsorHybrid
Fidelity 100%
$166M
13194
Retirement Resources, LLCAuburn Hills, MI · 391 clients
Fidelity 100%
$166M
13196
Strong Retirement Solutions402 clients
Fidelity 100%
$166M
13199
W & S Management Services, Inc.Rochester, NY · 487 clients
Schwab 100%
$166M
13200
Stolzer Rothschild Levy LLCBasking Ridge, NJ · 98 clients
Schwab 100%
$166M
13201
Lyons Capital GroupShreveport, LA · 287 clientsHybrid
Schwab 100%
$166M
13203
Mutual Trust Advisory GroupEstero, FL · 176 clients
Raymond James 100%
$166M
13204
Vestpointe Wealth Management, LLCScottsdale, AZ · 116 clientsBank-affiliated
Fidelity 100%
$166M
13205
Structure Wealth Management, LLCTampa, FL · 146 clientsWrap sponsorHybrid
Raymond James 100%
$166M
13206
Vision Financial Management, LLCCuyahoga Falls, OH · 449 clientsWrap sponsorHybrid
LPL Financial 100%
$166M
13207
Feltl AdvisorsPlymouth, MN · 397 clientsHybridFeltl & Company
No custodian reported
$166M
13208
Black Horse Wealth Management19 clients
Schwab 100%
$166M
13209
Wisdom Financial PlanningTampa, FL · 185 clients
No custodian reported
$166M
13210
M.K. Brown Wealth AdvisoryOakwood, OH · 152 clientsWrap sponsorHybrid
Raymond James 100%
$166M
13211
Captar Private WealthSt. Louis Park, MN · 186 clients
Fidelity 100%
$166M
13212
Curtis Capital AdvisorsOverland Park, KS · 82 clients
Schwab 100%
$166M
13213
Cambier Capital, LLCNaples, FL · 93 clients
Goldman Sachs 63%Schwab 37%
$165M
13214
Kissling Financial Services, LLCNew Castle, PA · 704 clients
Schwab 100%
$165M
13215
Kagan Cocozza Asset Management139 clientsHybrid
Schwab 100%
$165M
13216
Olive Street Capital Partners LLCLos Angeles, CA · 8 clients
Merrill / Bank of America 38%Schwab 36%Fidelity 25%
$165M
13217
First and Main Financial122 clients
Schwab 100%
$165M
13219
Peak Capital Management, LLCGreenwood Village, CO · 110 clientsAffiliated broker-dealerPCF Capital Markets LLC
Schwab 100%
$165M
13220
New England Schooner, Inc.Peabody, MA · 320 clientsHybrid
Pershing 100%
$165M