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

3193
Warwick PartnersBryan, TX · 253 clients
Schwab 100%
$2.5B
3195
LVW Advisors, LLCPittsford, NY · 519 clientsAffiliated broker-dealer
Schwab 100%
$2.5B
3203
Oxbow Advisors, LLCAustin, TX · 744 clientsHybridHerndon Plant Oakley LTD
Schwab 72%RBC 28%
$2.5B
3205
Everhart AdvisorsDublin, OH · 2,912 clients
SEI 75%Schwab 25%
$2.5B
3206
Shufro, Rose & Co., LLCNew York, NY · 1,331 clients
Fidelity 100%
$2.5B
3211
S & Co., Inc.Boston, MA · 383 clients
Fiduciary Trust 100%
$2.5B
3216
RZH Advisors LLCStamford, CT · 451 clients
Fidelity 100%
$2.4B
3219
Jaffe Tilchin Investment Partners, LLCTampa, FL · 1,892 clientsHybrid
Fidelity 84%
$2.4B
3228
Gryphon Financial PartnersColumbus, OH · 661 clientsPublic-company ownedHybrid
Fidelity 86%
$2.4B
3229
Guyasuta Investment Advisors, IncorporatedPittsburgh, PA · 478 clients
Schwab 100%
$2.4B
3234
Howe and Rusling, Inc.Rochester, NY · 1,397 clients
Schwab 56%Fidelity 44%
$2.4B
3239
Nichols & Pratt Advisers LLPBoston, MA · 106 clients
SEI 100%
$2.4B
3244
Requisite Capital Management LLCDallas, TX · 231 clients
Fidelity 100%
$2.4B
3246
Manitou Investment Management LTD.Toronto, Ontario, Canada · 463 clients
RBC 100%
$2.4B
3247
Traynor Capital ManagementMalvern, PA · 1,590 clients
Fidelity 100%
$2.4B
3248
Future CapitalChattanooga, TN · 17,093 clients
No custodian reported
$2.4B
3250
Wealth Architects, LLCMountain View, CA · 437 clients
Schwab 100%
$2.4B
3254
Moody, Lynn, Lieberson & Walker, LLCBoston, MA · 550 clients
Schwab 81%
$2.4B
3255
Sentry Advisors, LLCSan Francisco, CA · 183 clients
Schwab 91%
$2.4B
3260
Sandhill Investment ManagementBuffalo, NY · 2,110 clients
Schwab 97%
$2.4B
3261
EFS AdvisorsCambridge, MN · 21,701 clientsHybridAdvanced Advisor Group, LLC
Schwab 100%
$2.4B
3267
FBB Capital PartnersBethesda, MD · 1,012 clients
Schwab 100%
$2.4B
3268
Capital Investment Advisory Services, LLCRaleigh, NC · 6,276 clientsHybridCapital Investment Brokerage, Inc., Capital Investment Group, Inc.
Schwab 50%Pershing 50%
$2.4B
3270
Washington Trust AdvisorsWellesley, MA · 845 clientsBank-affiliated
Schwab 100%
$2.4B
3271
Newsquare Capital, LLCNewtown Square, PA · 2,196 clientsWrap sponsorHybrid
No custodian reported
$2.4B
3273
Tschetter GroupBellevue, WA · 517 clients
Schwab 100%
$2.4B
3281
McInroy & Wood LimitedHaddington, East Lothian, United Kingdom · 1,002 clients
Pershing 100%
$2.4B
3282
Parsons Capital Management IncProvidence, RI · 746 clients
Schwab 71%Fidelity 29%
$2.4B
3291
Check Capital Management IncCosta Mesa, CA · 1,223 clients
Fidelity 69%Schwab 31%
$2.4B
3301
Gemmer Asset Management LLCWalnut Creek, CA · 1,285 clients
Schwab 100%
$2.4B
3302
Claret Asset Management CorpMontreal Quebec, Canada · 2,124 clients
CIBC Wood Gundy 100%
$2.4B
3305
IFC Advisors LLCLos Angeles, CA · 393 clientsWrap sponsor
Wells Fargo 95%
$2.3B
3306
Corient SHC Wealth Management (US) LPPhiladelphia, PA · 74 clientsAffiliated broker-dealer
Fidelity 100%
$2.3B
3311
Withum Wealth ManagementRed Bank, NJ · 798 clients
Schwab 74%Fidelity 26%
$2.3B
3314
Keystone Financial Group, LLCLexington, KY · 6,628 clientsHybrid
LPL Financial 84%
$2.3B
3317
Baldwin Wealth Partners, LLCMarion, MA · 809 clients
Pershing 71%Schwab 29%
$2.3B
3320
American Century Investments Private Client Group, Inc.Kansas City, MO · 4,107 clientsPublic-company ownedHybridAmerican Century Investment Services, Inc.
No custodian reported
$2.3B
3324
Magnus Financial Group LLCNew York, NY · 1,158 clients
Schwab 67%Fidelity 33%
$2.3B
3325
Capita Financial Network, LLCDraper, UT · 2,888 clients
Schwab 99%
$2.3B
3328
Woodley FarraIndianapolis, IN · 1,652 clients
Schwab 83%
$2.3B