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

16391
Save Advisers LLCHouston, TX · 200 clients
No custodian reported
$4M
16393
Breakaway Independent Advisors, LLCSan Diego, CA · 5 clients
Altruist 100%
$3M
16394
Wealthface LLCAl Maryah Island, Abu Dhabi, United Arab Emirates · 23 clients
Interactive Brokers 100%
$3M
16395
Invex Next, LLCCoral Gables, FL · 76 clientsHybridInvex, LLC.
Interactive Brokers 100%
$3M
16399
Golden Jade Capital Management, LLC1 clients
Interactive Brokers 100%
$3M
16400
Marstone LLC142 clientsWrap sponsor
Pershing 100%
$3M
16402
Verecan Asset Management Inc.Halifax, Nova Scotia, Canada · 10 clients
Schwab 100%
$3M
16403
American Expats in Europe LTD.19 clientsHybrid
RBC 100%
$3M
16404
Namsoft Advisors, LLC14 clients
No custodian reported
$3M
16405
WhaleChicago, IL · 3,006 clients
Alpaca Securities 100%
$3M
16406
Onward Advisors LLCPasadena, CAHybridLightspeed Financial Services Group LLC, Trigon DOM Maklerski SPA (TDM), clears through Interactive Brokers, Wedbush
No custodian reported
$3M
16407
Penserra Wealth ManagementOrinda, CA · 8 clientsHybridPenserra Securities, LLC
Schwab 100%
$3M
16410
StackwellBoston, MA · 3,924 clients
Apex Fintech 100%
$2M
16412
Fingage Advisors LLC5 clients
Broadridge Matrix 84%
$2M
16413
MagnifiBoulder, CO · 7,648 clients
Apex Fintech 100%
$2M
16415
I-Cthru Inc.8 clients
Interactive Brokers 100%
$2M
16416
SavvyfiFranklin, TN · 307 clients
No custodian reported
$2M
16418
EL Castillo Investments22 clients
No custodian reported
$2M
16419
Swiss Alpine Wealth Management LLC6 clients
Schwab 89%
$2M
16421
Futuremoney RIAManchester, NH · 35,072 clientsWrap sponsor
No custodian reported
$2M
16422
Branson Fowlkes Russell IncHouston, TX · 1 clients
No custodian reported
$2M
16423
Nemo Capital10 clients
Interactive Brokers 100%
$2M
16426
BVB and Partners S.A.Geneva, Switzerland
Bank Vontobel 62%EFG Bank 38%
$2M
16427
Dignum ET JustumSaint Augustine, FL · 1 clients
No custodian reported
$2M
16428
Pmadvisers4 clients
No custodian reported
$2M
16429
The Zillennial Advisors61 clients
No custodian reported
$1M
16430
Procapita Partners, LLCNew York, NY · 14 clients
No custodian reported
$1M
16431
Wolverine Investment Advisors, LLCAtlanta, GA · 9 clients
Interactive Brokers 100%
$1M
16432
ElphinstoneNew York, NY · 579 clientsWrap sponsorHybrid
No custodian reported
$1M
16433
Maat Investment Group GmbhMunich, Germany · 6 clients
Interactive Brokers 100%
$1M
16434
Colab CapitalSt. George, UT
No custodian reported
$1M
16436
OIA LTD12 clients
No custodian reported
$1M
16438
Allvet Financial117 clients
Altruist 100%
$1M
16440
Portia Investment Advsors LTDLondon, United Kingdom
No custodian reported
$1M
16443
EnvisageGeneva, Switzerland · 1 clients
No custodian reported
$1M
16447
SimplevisorHouston, TX · 13 clients
Pershing 100%
$928K
16448
Richmond CapitalMiami, FL · 7 clientsHybrid
Interactive Brokers 100%
$927K
16450
Sidepocket IncorporatedSan Francisco, CA · 60 clientsWrap sponsor
Apex Fintech 100%
$915K
16451
Fundify Advisors LLCAustin, TX · 9,394 clientsAffiliated broker-dealerFundify Portal, LLC
North Capital Private Securities 100%
$889K
16452
Lighthouse6 clients
Interactive Brokers 100%
$886K