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

4383
JGP Wealth Management, LLCBend, OR · 803 clients
Fidelity 100%
$1.4B
4384
Portside Wealth Group, LLCProvo, UT · 6,475 clientsHybrid
Schwab 100%
$1.4B
4386
Sanderson Wealth Management, LLCBuffalo, NY · 325 clients
Fidelity 100%
$1.4B
4391
Anderson Hoagland & CoSt Louis, MO · 150 clients
Schwab 53%Merrill / Bank of America 29%
$1.4B
4392
True Private Wealth Advisors, LLCSalem, OR · 1,592 clients
Fidelity 100%
$1.4B
4394
United Advisor GroupCincinnati, OH · 6,600 clientsHybrid
SEI 43%Schwab 41%
$1.4B
4401
Ironsides Asset Advisors, LLCRocky Mount, NC · 39 clients
Schwab 100%
$1.4B
4402
MBL AdvisorsCharlotte, NC · 270 clientsHybrid
Schwab 100%
$1.4B
4403
Principal Advised ServicesDes Moines, IA · 23,164 clientsBank-affiliatedHybridPrincipal Funds Distributor, Inc., Principal Securities, Inc.
Apex Fintech 100%
$1.4B
4406
Revolve Wealth Partners, LLCHackensack, NJ · 698 clients
Schwab 100%
$1.4B
4409
Fourstar Wealth Advisors, LLCChicago, IL · 1,798 clientsHybrid
Schwab 84%
$1.4B
4414
Antolino Wealth AdvisorsColumbus, OH · 968 clientsHybrid
Schwab 100%
$1.4B
4416
V-Square Quantitative ManagementChicago, IL · 49 clients
Northern Trust 37%BNY 26%
$1.4B
4417
Wingate Wealth Advisors, Inc.Lexington, MA · 649 clients
Schwab 100%
$1.4B
4420
Blueprint Financial AdvisorsCharlotte, NC · 2,330 clientsHybridMaplewood Investments, Inc.
Schwab 100%
$1.4B
4428
Smith Group Asset Management, LLCDallas, TX · 2,320 clientsWrap sponsorHybridCantor Fitzgerald & Co.
UMB Financial Services 53%UBS 47%
$1.4B
4430
Souders Financial Advisors, LLCCincinnati, OH · 1,351 clientsHybrid
Schwab 100%
$1.4B
4431
Greene Wealth Management, LLCSeattle, WA · 398 clients
Schwab 100%
$1.4B
4432
Claro Advisors Inc.Boston, MA · 1,123 clients
Fidelity 80%
$1.4B
4433
Seven Springs Wealth GroupBrentwood, TN · 400 clients
Fidelity 83%
$1.4B
4437
Ellsworth Advisors, LLCHudson, OH · 860 clientsWrap sponsor
Schwab 100%
$1.4B
4439
Greenline PartnersNew York, NY · 59 clients
J.P. Morgan 48%Schwab 41%
$1.4B
4441
MSA FinancialBraintree, MA · 1,338 clients
Fidelity 100%
$1.4B
4445
49 FinancialAustin, TX · 3,839 clientsHybrid
Schwab 100%
$1.4B
4446
Schroder Wealth Management (US) LimitedLondon, United Kingdom · 272 clientsBank-affiliated
Royal Bank of Canada (channel Islands) Limited 87%
$1.4B
4448
Howard Financial Services, LTD.Dallas, TX · 446 clients
Schwab 100%
$1.4B
4449
Silicon Valley Retirement Services, LLCSan Jose, CA · 50 clients
No custodian reported
$1.4B
4450
Alterna Wealth Management, Inc.Houston, TX · 1,316 clientsHybridAlterna Securities, Inc.
Pershing 100%
$1.4B
4451
Werba Rubin Papier Wealth Management, LLCSan Jose, CA · 677 clients
Schwab 87%
$1.4B
4453
Verity Investment PartnersBeaufort, SC · 472 clients
Schwab 100%
$1.4B
4454
Laurel Oak Wealth Management, LLCMarlton, NJ · 4,662 clientsWrap sponsorHybrid
Goldman Sachs 100%
$1.4B
4455
Asset AdvisorsAugusta, GA · 476 clientsAffiliated broker-dealer
Schwab 100%
$1.4B
4457
Acorn Financial Advisory Services, Inc.Reston, VA · 2,619 clientsHybrid
Schwab 100%
$1.4B
4459
St. Denis J. Villere & Co., LLCNew Orleans, LA · 381 clients
Schwab 100%
$1.4B
4460
Matrix Asset Advisors IncWhite Plains, NY · 650 clients
Schwab 100%
$1.4B
4464
Marietta Wealth Management, LLCMarietta, GA · 474 clients
Schwab 81%
$1.4B
4465
Inspirion Wealth Advisors, LLCLibertyville, IL · 955 clientsWrap sponsorHybrid
Schwab 100%
$1.4B
4466
Ironview Capital Management, LLCConshohocken, PA · 445 clients
Schwab 77%Fidelity 23%
$1.4B
4468
Syntegra Private Wealth Group LLCChesterfield, MO · 2,125 clientsHybrid
Schwab 100%
$1.4B
4470
Elyxium Wealth LLCBeverly Hills, CA · 56 clients
Northern Trust 40%Fidelity 39%
$1.4B