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

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

14589
Peace of Mind Financial Planning, IncColorado Springs, CO · 121 clients
Schwab 100%
$124M
14590
Schuylkill Financial, LLCWyomissing, PA · 127 clients
Fidelity 100%
$124M
14591
Candide GroupOakland, CA · 11 clients
BNY 100%
$124M
14592
Fitzwilliams Wealth Management Inc.Chesapeake, VA · 634 clients
Schwab 100%
$124M
14593
Daly Investment Management, LLCMount Prospect, IL · 125 clients
Schwab 100%
$124M
14595
Ideal Retirement SolutionsPort Charlotte, FL · 311 clients
Schwab 100%
$124M
14596
Zuckerman Capital Management, LLCLos Angeles, CA · 136 clients
Fidelity 66%Schwab 34%
$123M
14597
Q2 Wealth ManagementLexington, KY · 152 clients
Schwab 92%
$123M
14598
Gallagher Wealth ManagementDanville, CA · 117 clients
Schwab 100%
$123M
14599
Investment Management Trust, LLCFitchburg, MA · 147 clients
Schwab 100%
$123M
14600
O'donnell Wealth ManagementCody, WY · 211 clientsWrap sponsorHybrid
LPL Financial 100%
$123M
14601
Dewitt Capital ManagementCollegeville, PA · 85 clients
Schwab 100%
$123M
14602
Pacific Specialty Investment Group, LLCNewport Beach, CA · 103 clients
Schwab 100%
$123M
14604
Lang & Becker, Inc.Washington, MO · 138 clientsHybrid
Fidelity 100%
$123M
14605
Davies Financial Advisors, Inc.Murrieta, CA · 171 clients
Fidelity 65%Schwab 35%
$123M
14607
Samara CapitalBeaverton, OR · 94 clients
Schwab 100%
$123M
14612
Legacy Financial Services Group, Inc.Traverse City, MI · 184 clients
Altruist 87%
$123M
14613
Enduring Wealth AdvisorsTemecula, CA · 228 clientsHybrid
LPL Financial 100%
$123M
14614
Senior Tax Advisory Group, Inc.Colorado Springs, CO · 802 clients
Schwab 100%
$123M
14615
Contango Wealth Management LLCOakland, CA · 94 clients
Schwab 91%
$123M
14616
Rall Capital Management, Inc.Rockledge, FL · 157 clients
Schwab 100%
$123M
14618
TC Financial Management, Co Inc.Margate City, NJ · 144 clients
Schwab 100%
$123M
14619
Wassaw Sound Management, LLCSavannah, GA · 9 clients
Fidelity 100%
$123M
14620
Elevated Private Wealth112 clients
Schwab 100%
$123M
14621
UAK Diversified Wealth Advisors267 clients
Schwab 100%
$123M
14623
Kahn Financial GroupClearwater, FL · 123 clientsWrap sponsorHybrid
Raymond James 100%
$123M
14625
Trillium InvestmentsEmeryville, CA · 58 clientsHybrid
Schwab 100%
$123M
14627
Main Line Group Wealth Management, LLC62 clients
Schwab 100%
$123M
14628
Maynerich FinancialVirden, IL · 478 clientsHybrid
Schwab 100%
$123M
14629
Beyond WealthOverland Park, KS · 147 clients
Schwab 100%
$122M
14630
Coast Advisory LLCEast Troy, WI · 546 clients
Schwab 100%
$122M
14631
V3limited LLCRadnor, PA · 57 clients
Fidelity 60%Merrill / Bank of America 40%
$122M
14632
Lionsbridge Wealth Management LLCJacksonville Beach, FL · 68 clients
Schwab 100%
$122M
14633
Integrated Wealth Advisors, LLCBellevue, WA · 86 clients
Fidelity 100%
$122M
14634
Pathfinder Planning and InvestmentsMissoula, MT · 79 clients
Altruist 100%
$122M
14635
Pegasus Financial Group LLCChantilly, VA · 204 clientsHybrid
Axos 100%
$122M
14636
Fnex Wealth, LLCIndianapolis, IN · 56 clientsAffiliated broker-dealerApplied Capital, LLC
Schwab 100%
$122M
14637
FSC Wealth Advisors, LLCFishkill, NY · 688 clientsHybrid
Broadridge Business Process Outsourcing 38%Fidelity 37%Schwab 25%
$122M
14638
Arbor Financial Services, LLCDowners Grove, IL · 240 clientsWrap sponsor
LPL Financial 100%
$122M
14639
Pacific Coast Investment Advisors, LLCWest Linn, OR · 108 clients
Schwab 100%
$122M