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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15514
Tekmen Wells LLCNew York, NY · 23 clientsWrap sponsor
Pershing 100%
$92M
15516
Family Partners Capital, LLCHamilton, MA · 162 clients
Schwab 100%
$92M
15517
IWC Asset Management LLC53 clients
No custodian reported
$92M
15518
Mundoval Capital Management, Inc.La Jolla, CA · 67 clients
Schwab 56%Huntington Bank 26%
$92M
15520
Woodmont Advisory Group, Inc.298 clients
Schwab 77%Fidelity 23%
$92M
15522
Buffalo First Wealth Management, LLCWilliamsville, NY · 583 clients
Fidelity 72%Altruist 28%
$92M
15523
Evolutionary Tree Capital Management, LLCAlexandria, VA · 48 clients
Schwab 100%
$92M
15525
Pegasus Group, LLCMorristown, NJ · 21 clients
Schwab 100%
$91M
15526
Novus AdvisorsGreenville, SC · 267 clients
Schwab 65%Epic Retirement Plan Services 35%
$91M
15527
Concert Investment Advisory LLC178 clientsHybrid
No custodian reported
$91M
15531
Integrity Prosperity Security (IPS) Strategic CapitalDenver, CO · 195 clients
Schwab 100%
$91M
15534
Pruneyard Financial Group, Inc.Cupertino, CA · 98 clientsWrap sponsor
Fidelity 91%
$91M
15535
Schaffer & Company Asset Management, Inc.Jacksonville, FL · 305 clients
Schwab 100%
$91M
15537
K R Financial LLC25 clientsHybridKR Securities, LLC, clears through RBC Capital Markets
RBC 82%
$91M
15538
Conrad Capital Management, Inc.Hauppauge, NY · 132 clientsHybrid
Schwab 100%
$91M
15540
Weatherhelm Capital Management LLCCambridge, NY · 77 clients
Interactive Brokers 100%
$91M
15541
Alphaq AdvisorsWinter Park, FL · 87 clients
Schwab 100%
$91M
15543
Washington Square Capital Management LLCNew York, NY · 46 clients
Schwab 100%
$90M
15544
Chacon Diaz & DI Virgilio Wealth Management, LLCGainesville, FL · 190 clients
Schwab 100%
$90M
15546
Gannett Wealth Advisors136 clients
Schwab 100%
$90M
15548
Oak Crest Advisory, LLCRochester, NY · 222 clientsHybrid
Schwab 100%
$90M
15549
Weiss Financial Group LLCMahopac, NY · 109 clients
Schwab 75%Altruist 25%
$90M
15554
Aldemar Research Corporation79 clientsHybrid
Schwab 83%
$89M
15556
Tradeway611 clients
Interactive Brokers 100%
$89M
15557
Orchard Advisors281 clients
Interactive Brokers 100%
$89M
15558
Shfp, LLC25 clients
Fidelity Distributors Company 100%
$89M
15559
Heritage Grove Wealth Management, LLC44 clients
No custodian reported
$89M
15560
Prolific SolutionsNew York, NY · 57 clients
Schwab 100%
$88M
15561
7 Streets Financial, LLCSan Diego, CA · 270 clientsWrap sponsorHybrid
No custodian reported
$88M
15563
Lexion Capital Management LPNew York, NY · 85 clients
No custodian reported
$88M
15564
WealthfdConshohocken, PA · 450 clients
Schwab 100%
$88M
15566
Pacific Global Investment Management CompanyGlendale, CA · 127 clients
Schwab 69%Fidelity 31%
$87M
15567
The Wealthplan LLCGreat Neck, NY · 132 clients
Schwab 100%
$87M
15569
Timothy J. Ellis, Inc.200 clients
No custodian reported
$87M
15570
Yearwood Young AdvisorsBrooklyn, NY · 24 clients
Schwab 100%
$87M
15572
Sterling Asset Management Co Inc43 clients
No custodian reported
$87M
15573
LK Financial Planning LLCNew York, NY · 9 clients
Fidelity 100%
$87M
15574
MQ Private WealthTorrance, CA · 58 clients
Schwab 100%
$87M
15575
Joseph John Hasson JR36 clients
No custodian reported
$87M
15576
Seahorse Financial Advisers Inc.Millbrook, NY · 20 clients
Schwab 100%
$87M