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

15325
Seaside Wealth Advisors LLC472 clients
No custodian reported
$103M
15326
Stage Wealth Management, Inc.207 clientsWrap sponsor
LPL Financial 100%
$103M
15327
Advocacy Financial LLCCovington, LA · 124 clientsHybrid
Fidelity 100%
$103M
15328
Reitz Capital Advisors LLCFreeland, MI · 101 clients
Schwab 100%
$103M
15329
Naylor & Company105 clients
Interactive Brokers 100%
$103M
15332
Butterworth Financial LLCDanvers, MA · 140 clients
LPL Financial 100%
$103M
15333
Allridge Wealth Management, IncAshburn, VA · 31 clients
Schwab 100%
$103M
15334
Abundant Wealth Partners, LLCSanta Barbara, CA · 55 clients
No custodian reported
$103M
15335
Navigation Wealth ManagementFort Collins, CO · 962 clients
Schwab 80%
$103M
15336
First Financial Services, LLCLittle Rock, AR · 91 clientsWrap sponsorHybrid
Schwab 100%
$103M
15337
Riverstone Asset Management, LLCLouisville, KY · 18 clients
Schwab 85%
$103M
15338
Moralis Technologies, LLCPittsburgh, PA · 67 clients
Schwab 100%
$103M
15339
Invictus Timing Service LTDWestbury, NY · 286 clients
Axos 100%
$103M
15341
Wealth Strategies GroupNewport Beach, CA · 120 clients
Interactive Brokers 46%Schwab 44%
$103M
15342
Templer Wealth Management, LLCVienna, VA · 44 clients
Fidelity 100%
$103M
15343
Crafted Finance, LLC170 clients
Schwab 91%
$103M
15344
Pearl Wealth Group273 clients
Schwab 53%Fidelity 47%
$103M
15345
Opportunus Wealth Management, LLC190 clients
Schwab 100%
$103M
15346
Networth Asset Management, Inc245 clientsHybrid
Equity Trust 65%Altruist 31%
$103M
15347
Fairchild Capital LLCPortland, OR · 109 clients
Schwab 100%
$103M
15348
Dorian Investment Advisory LLCMemphis, TN · 118 clients
Schwab 100%
$103M
15352
Brazos CapitalAustin, TX · 32 clients
Schwab 100%
$103M
15353
Factory Capital LLCLos Angeles, CA · 26 clients
Fidelity 100%
$103M
15354
Oakleigh Wealth ServicesCrozet, VA · 51 clients
Altruist 95%
$102M
15355
Victory Wealth PartnersMullica Hill, NJ · 364 clientsHybrid
Lincoln Financial Distributors 100%
$102M
15356
Stillwater Capital ManagementCarmel-By-The-Sea, CA · 126 clients
Schwab 100%
$102M
15357
Rocky Hill Advisors Inc.Peabody, MA · 136 clientsWrap sponsor
Fidelity 100%
$102M
15358
Needham Advisory CorporationNorth Andover, MA · 145 clients
Schwab 100%
$102M
15360
Capstone Wealth Advisors, LLCSalem, OR · 125 clients
Altruist 75%
$102M
15361
Domestique Capital LLC283 clientsWrap sponsor
Schwab 100%
$102M
15362
Blue Heron CapitalEnglewood, CO · 205 clients
Schwab 100%
$102M
15363
Sanctuary Financial Planning, LLC44 clients
Schwab 100%
$102M
15364
A Sling & A Stone, IncorporatedBurnet, TX · 446 clientsHybrid
Interactive Brokers 74%Mutual Funds 26%
$102M
15366
Wynn Capital Management, LLCSanta Cruz, CA · 89 clients
No custodian reported
$102M
15367
Sound Legacy Wealth Advisors, LLC44 clients
Fidelity 100%
$102M
15368
Secure Retirement Financial & Insurance Services Corp.San Ramon, CA · 211 clientsHybrid
Schwab 100%
$102M
15369
Haire Wealth Management, Inc.Tupelo, MS · 164 clientsHybrid
No custodian reported
$102M
15370
Balanced Wealth Management, LLC.West Warwick, RI · 248 clients
Fidelity 100%
$102M
15371
ApforiaVirginia Beach, VA · 385 clients
Altruist 61%Schwab 39%
$102M
15373
Shankland Financial Advisors, LLC486 clients
Schwab 100%
$102M