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

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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

16315
Khaveen InvestmentsKuala Lumpur, Wilayah Perseketuan, Malaysia · 15 clients
Interactive Brokers 100%
$9M
16317
Lancaster25 clientsHybrid
No custodian reported
$9M
16324
Masterworks Advisers, LLCNew York, NY · 1,045 clients
No custodian reported
$8M
16325
Alpha-Lab Asset Management Inc.4 clients
No custodian reported
$8M
16326
E. Agustoni, Golden Eagle ServicesUrdorf, Switzerland · 15 clients
No custodian reported
$8M
16327
Blue Ocean Investment Partners19 clientsWrap sponsor
Interactive Brokers 100%
$8M
16333
Access Softek Advisory ServicesNaperville, IL · 2,223 clients
Drivewealth 100%
$7M
16335
Global Autotrading113 clients
Interactive Brokers 76%Tradier Brokerage 24%
$7M
16336
Cornerstone Advisors LLCFayetteville, AR · 71 clients
Schwab 100%
$7M
16338
Berlin Wealth Group AdvisorsColonia Granada, Mexico City, Mexico · 18 clients
Interactive Brokers 100%
$7M
16341
Caltier Advisors, LLCPoway, CA · 2,304 clients
No custodian reported
$7M
16344
Acorn Asset Management LLCPrinceton, NJ · 12 clients
Altruist 100%
$7M
16346
NewdaySouthbury, CT
Schwab 100%
$7M
16347
Wealthjar Investment Advisory, LLCHonolulu, HI · 46 clients
Schwab 100%
$6M
16349
Aspire Wealth Advisory Group, LLCNew York, NY
Schwab 100%
$6M
16351
Marketocracy Capital Management LLC50 clientsWrap sponsor
No custodian reported
$6M
16352
Blue Sky Wealth Partners, LLC17 clients
Interactive Brokers 100%
$6M
16353
Sauberan & Company, LLCLockport, NY · 45 clients
No custodian reported
$6M
16354
Cynosure Portfolio Advisors LLCSalt Lake City, UT · 48 clients
Fidelity 100%
$6M
16355
Revolut Wealth Inc.New York, NY · 8,441 clientsBank-affiliatedHybridRevolut Payments Australia PTY LTD, Revolut Securities Inc.
Drivewealth 100%
$6M
16360
W&s Advisory Services, LLCCincinnati, OH · 6,689 clientsWrap sponsorHybridTouchstone Securities, LLC, W&s Brokerage Services, Inc.
No custodian reported
$5M
16361
Designed Wealth USA LTD.11 clientsAffiliated broker-dealerDesigned Securities LTD.
No custodian reported
$5M
16362
Alphaai Capital Management205 clients
Interactive Brokers 74%Alpaca Securities 26%
$5M
16367
Quantcore Capital Management, LLC80 clients
No custodian reported
$5M
16369
Streetbeat LLCWilmington, DE · 853 clients
Alpaca Securities 77%TradePMR / Robinhood 23%
$5M
16370
Colomb Investment Management Company, LLCMetairie, LA · 32 clients
Altruist 85%
$5M
16372
Marketocracy Masters Capital Management LLCNorthville, MI · 18 clients
Interactive Brokers 100%
$5M
16373
BeriliumLake Forest, CA · 39 clients
Schwab 100%
$4M
16374
Cystein22 clients
Interactive Brokers 100%
$4M
16375
Clarivor
Schwab 70%Interactive Brokers 30%
$4M
16378
Tradingvalley Inc.Taipei, Taiwan, Republic of China · 168 clientsWrap sponsor
No custodian reported
$4M
16379
Oak Creek Private Wealth Management LLCTulsa, OK · 11 clients
Schwab 100%
$4M
16380
Christmas Corporation44 clients
Interactive Brokers 100%
$4M
16381
UP Financial USA Inc.Calgary, Alberta, CanadaHybrid
Schwab 100%
$4M
16382
Selective AdvisorsBucharest, Romania · 33 clients
No custodian reported
$4M
16383
FinnSan Francisco, CA · 1,898 clients
Alpaca Securities 100%
$4M
16385
PensionbeeLondon, United Kingdom · 345 clientsWrap sponsor
Apex Fintech 0%
$4M
16387
Meta Investment Management Company LLCBrooklyn, NY · 7 clientsWrap sponsor
Shareholders Service Group 100%
$4M
16388
Significance Capital Management LLCMilwaukee, WI · 1 clients
U.S. Bank 100%
$4M
16389
Clairalpha Advisors LLCFrisco, TX · 14 clientsHybrid
No custodian reported
$4M