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

14094
American Investment Advisors IncMadison, WI · 176 clients
Schwab 100%
$138M
14096
Vericrest Private Wealth, LLCNewtown, PA · 109 clientsWrap sponsor
Schwab 61%Fidelity 39%
$138M
14097
Tarheel Advisors, LLCChapel Hill, NC · 141 clients
No custodian reported
$138M
14099
Ashbay Capital, LLCNew York,, NY · 33 clients
Schwab 100%
$138M
14100
Fien Capital Management, LLCRochester, NY · 107 clients
Schwab 100%
$138M
14101
Apple & AssociatesGrass Valley, CA · 247 clients
Schwab 100%
$138M
14102
Prince Asset Management, Inc.Sarasota, FL · 138 clients
Schwab 100%
$138M
14103
Eubank, Hutson & Associates, LLCPlano, TX · 241 clients
Schwab 100%
$138M
14104
Ruggiero InvestmentsWest Palm Beach, FL · 399 clientsHybrid
Schwab 100%
$138M
14105
Korving & Company LLCSuffolk, VA · 283 clients
Schwab 100%
$138M
14106
Fredric E. Russell Investment Management Co.Tulsa, OK · 84 clients
Schwab 100%
$137M
14107
Box Hill Private Wealth45 clients
Schwab 100%
$137M
14108
Michael D. Taxman Investment ManagementHanover, NH · 27 clients
Schwab 100%
$137M
14109
Sustainvest Asset Management, LLCLinwood, NJ · 162 clients
Schwab 100%
$137M
14111
Keystone Wealth ManagementWaterloo, IA · 212 clients
Schwab 87%
$137M
14113
Wallender, Timothy JosephManhattan Beach, CA · 289 clients
Schwab 100%
$137M
14114
Johnson & Shute Investment Advisors, Inc.Bellevue, WA · 74 clients
Schwab 100%
$137M
14116
Argus Investors' Counsel, Inc.New York, NY · 303 clients
Fidelity 66%Schwab 34%
$137M
14117
Jaras Financial Services, Inc.190 clientsWrap sponsorHybrid
Schwab 100%
$137M
14118
Milagre Wealth Management, Inc.White Plains, NY · 414 clients
No custodian reported
$137M
14119
21 West Wealth Management LLCTustin, CA · 35 clients
Schwab 100%
$137M
14122
Forefront Asset Management, LLCVirginia Beach, VA · 322 clients
Raymond James 100%
$137M
14123
Directional Asset Management, LLCArlington Heights, IL · 48 clients
Schwab 100%
$137M
14124
Ascension Wealth Partners, LLCPleasant Hill, CA · 40 clients
Schwab 100%
$137M
14125
PVA Financial, LLC49 clients
Schwab 100%
$137M
14126
Cooke Wealth Management, LLCIrvine, CA · 114 clients
Schwab 100%
$137M
14128
Central Wealth Management LLCMadison, WI · 166 clients
Schwab 100%
$137M
14129
Lewis Capital Management60 clients
Schwab 100%
$137M
14130
River Crescent Advisors, LLCSuffolk, VA · 140 clientsWrap sponsor
Schwab 100%
$137M
14131
Champion Advisors LLC51 clients
Fidelity 100%
$137M
14132
Springboard Asset Management LLCCheshire, CT · 98 clients
Schwab 100%
$137M
14133
Black Walnut Wealth ManagementTraverse City, MI · 86 clients
Fidelity 100%
$137M
14136
Wealthkare.com, Inc.Mount Union, PA · 375 clients
Schwab 94%
$137M
14137
Re-Envision WealthNew York, NY · 91 clients
Schwab 100%
$137M
14139
ELE Advisory Services, IncSouthfield, MI · 1,156 clientsHybridELE Wealth Solutions, Inc.
Schwab 100%
$137M
14140
Aventus Investment Advisors, Inc.Naples, FL · 145 clients
Schwab 100%
$136M
14141
Vanweelden Wealth Management, LLCWest Chester Township, OH · 203 clients
Schwab 100%
$136M
14142
Harborpoint Wealth PartnersVirginia Beach, VA · 280 clients
Schwab 100%
$136M
14143
Brooker Wealth ManagementOakland, CA · 57 clientsHybrid
Schwab 100%
$136M
14144
Bridgelight Capital LLCScottsdale, AZ · 173 clientsWrap sponsor
Schwab 100%
$136M