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

13781
Proficient Wealth Counselors, LLCNorwood, MA · 189 clients
Schwab 100%
$147M
13782
Bucher Wealth AdvisorsSan Mateo, CA · 60 clientsWrap sponsor
Fidelity 100%
$147M
13783
CLF Asset Management, Inc.Madison, WI · 386 clients
Schwab 64%Equity Trust 36%
$147M
13784
Hobbs Wealth ManagementZionsville, IN · 194 clients
Schwab 100%
$147M
13785
Artience Capital Management, LLC34 clients
Fidelity 100%
$147M
13786
Money Managers, Inc.San Antonio, TX · 365 clientsWrap sponsorHybrid
Schwab 100%
$147M
13787
Financial Advisory ServicesSalt Lake City, UT · 79 clients
Schwab 100%
$147M
13788
Wealthgen Advisors, LLCSarasota, FL · 106 clients
Schwab 86%
$147M
13789
Stone Steps Financial, LLCEncinitas, CA · 138 clients
Schwab 100%
$147M
13790
Lucien Stirling & Gray Advisory Group IncAustin, TX · 147 clients
Fidelity 94%
$147M
13793
Pinnacle Strategic Wealth Management, LLC.King of Prussia, PA · 501 clients
No custodian reported
$146M
13794
MFG Investments, LLCMedford, NJ · 344 clientsHybrid
Fidelity Distributors Company 100%
$146M
13795
Paramount Associates Wealth ManagementGreenwood Village, CO · 193 clientsWrap sponsor
Fidelity 100%
$146M
13796
Ulta Wealth Management, LLCLas Vegas, NV · 27 clients
Fidelity 100%
$146M
13797
J. Mark Nickell & Co.Brentwood, TN · 49 clients
Schwab 100%
$146M
13798
The Wealth Advantage Group, Inc.Columbus, OH · 135 clients
Schwab 100%
$146M
13799
Fort Advisors IncAustin, TX · 414 clients
Schwab 100%
$146M
13800
Birdrock WealthAustin, TX · 211 clients
Schwab 100%
$146M
13801
Essex Ridge Capital Group, LLCSt. Louis, MO · 7 clients
No custodian reported
$146M
13802
Wellington-Altus USA Inc.Winnipeg, Manitoba, Canada · 233 clientsWrap sponsorAffiliated broker-dealerWellington-Altus Private Wealth, Inc.
RBC 100%
$146M
13805
The Life Group Financial ServicesDubuque, IA · 1,258 clients
Schwab 78%Wells Fargo 22%
$146M
13806
Kruse Asset Management, LLCChicago, IL · 189 clients
Schwab 100%
$146M
13810
Manna Wealth ManagementMiami Beach, FL · 614 clients
Schwab 100%
$146M
13811
Peterson Investment Management Inc70 clients
Schwab 100%
$146M
13812
Ankerstar Wealth, LLCLeander, TX · 310 clients
Schwab 100%
$146M
13813
Core Alpha, Inc.Rochester, NY · 321 clientsHybridMutual Funds Associates Inc.
Fidelity 82%
$146M
13814
Campbell Asset Management, LLCChattanooga, TN · 171 clients
Schwab 83%
$146M
13816
MFG Wealth Management, Inc.Indianapolis, IN · 327 clients
Schwab 100%
$146M
13817
Arden Global Family Offices12 clients
Schwab 87%
$146M
13818
Mercantile Investment AdvisorsWichita Falls, TX · 71 clients
Schwab 0%
$146M
13819
Foresee Wealth AdvisorsBellevue, WA · 160 clients
Schwab 100%
$146M
13820
Eagle Financial StrategiesBangor, ME · 294 clientsWrap sponsor
LPL Financial 100%
$146M
13822
North Compass Financial Advisors, LLCGrand Rapids, MN · 308 clients
Fidelity 100%
$146M
13824
Cornerstone Wealth Partners, LLCOkemos, MI · 429 clients
Altruist 100%
$146M
13827
Bluewater Wealth Advisors, LLCVestavia Hills, AL · 27 clients
Schwab 89%
$146M
13828
Parady Wealth ManagementThe Villages, FL · 1,282 clientsPublic-company owned
Fidelity 100%
$146M
13829
Summit Hill Wealth Management, LLCGreenwood Village, CO · 62 clients
Fidelity 100%
$146M
13830
Cornerstone Wealth Advisors, Inc.Carlsbad, CA · 157 clients
Schwab 100%
$146M
13831
Somerset Group LLCWayzata, MN · 58 clients
U.S. Bank 64%Schwab 36%
$146M
13832
The Sher Wealth Management GroupNeedham, MA · 56 clientsHybrid
LPL Financial 100%
$146M