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

15993
Sound & Secure Advisors LLC98 clients
Schwab 100%
$41M
15998
Twentythree AdvisoryNew York, NY · 4 clients
Schwab 100%
$41M
16001
Senior Financial and Realty Assoc.87 clientsWrap sponsor
Schwab 100%
$41M
16002
McNeill Capital, LLCSaratoga Springs, NY · 42 clients
No custodian reported
$41M
16003
O'brien Capital Management, Inc.Nyack, NY · 43 clients
Schwab 100%
$41M
16004
II Technology, LLCAustin, TX · 26 clients
Schwab 100%
$40M
16005
Arcap Partners LLCPlainview, NY · 34 clients
Interactive Brokers 100%
$40M
16006
International Financial Planning LLC5 clients
Interactive Brokers 100%
$40M
16007
Magellan Financial Solutions LLCWarwick, NY · 44 clients
Fidelity 100%
$40M
16008
Lighthouse Swiss Wealth Advisors AGZUG, Switzerland · 23 clients
Kaiser Partner Privatbank 84%
$40M
16010
CIO Capital Group LLCNew York, NY · 7 clientsWrap sponsor
Fidelity 100%
$40M
16011
Four Points Advisors, LLCNew York, NY · 98 clientsHybridFour Points Capital Partners LLC
Wells Fargo 84%
$40M
16013
2201 Capital, LLCNew York, NY · 5 clients
Schwab 100%
$40M
16020
IHS Wealth Management LLCOyster Bay, NY · 23 clients
Interactive Brokers 100%
$39M
16023
Amidon & Petersen Financials, LLCAlbany, NY · 139 clients
Schwab 98%
$39M
16024
Trunorth Financial LLC123 clients
Schwab 100%
$39M
16025
Peak Wealth ManagementSaratoga Springs, NY · 50 clients
Schwab 100%
$39M
16027
SVN GlobalSao Paulo, Brazil · 87 clientsPublic-company ownedHybridSVN Agentes Autonomos De Investimentos S/s Ltda, SVN Capital - Assessores De Investimentos S/s Ltda
Apex Fintech 72%Pershing 28%
$38M
16029
The Eastrade Asset Management Corporation61 clients
American Century Investments 87%
$38M
16031
Clearview Financial Planning, Inc.Southold, NY · 17 clients
Schwab 100%
$38M
16033
Heron FinanceSan Francisco, CA · 272 clientsWrap sponsor
Inspira 100%
$38M
16034
Paramount Wealth AdvisorsBuffalo, NY · 64 clients
Schwab 100%
$38M
16036
Hermitage WealthRichmond, VA · 197 clientsHybrid
Fidelity 86%
$38M
16038
LEO Wealth Management, LLCStaten Island, NY · 79 clients
Schwab 100%
$37M
16042
Majority Asset Management, Inc.12 clients
Schwab 81%
$37M
16043
Wharton Wealth Planning, LLCNew York, NY · 21 clients
Interactive Brokers 96%
$37M
16044
Dark Horse Wealth LLCCazenovia, NY · 95 clients
Schwab 100%
$37M
16047
Stone Ridge Advisors26 clients
Schwab 100%
$36M
16050
B3 Wealth StrategiesBellevue, WA · 62 clientsWrap sponsor
No custodian reported
$36M
16052
Eudaimonia WealthBuffalo, NY · 39 clients
Schwab 100%
$36M
16053
Rabenold Advisors, Inc.Williamsville, NY · 82 clientsHybrid
Schwab 100%
$36M
16054
Mohawk Capital Advisors, LLC36 clients
Interactive Brokers 100%
$36M
16055
Palm Springs Advisory LLC25 clients
Schwab 85%
$36M
16056
TAG Associates Florida LLCNew York, NY
Schwab 67%Morgan Stanley 33%
$35M
16061
Wealthnest Capital Inc.Staten Island, NY · 78 clients
TradePMR / Robinhood 99%
$35M
16063
Grenda GroupBuffalo, NY · 176 clients
No custodian reported
$35M
16064
Origin Investment Advisory LLC7,591 clients
Drivewealth 100%
$35M
16065
Wealth Management Group AGZurich, Switzerland · 5 clients
Cantonal Bank St. Gallen 100%
$35M
16066
Trust Investment Advisors Wealth Management, LLCIndianapolis, IN · 38 clients
No custodian reported
$34M
16072
Stone Oak Capital LLCRochester, NY · 66 clients
No custodian reported
$34M