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

Open in the Atlas screener

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

797
Jordan Park Group LLCSAN Francisco, CA · 229 clientsHybridJP Portsmouth Capital LLC
Fidelity 63%Schwab 37%
$23B
800
Johnson Investment Counsel, Inc.Cincinnati, OH · 5,470 clientsHybrid
Schwab 80%
$23B
810
SeiaLOS Angeles, CA · 9,833 clientsHybridSignature Estate Securities, LLC
Schwab 73%Fidelity 27%
$23B
828
Ehrenkranz Partners L.P.New York, NY · 204 clients
Pershing 93%
$22B
834
Oppenheimer Asset ManagementNew York, NY · 43,537 clientsPublic-company ownedHybridOppenheimer & Co. Inc., Oppenheimer Europe LTD
Oppenheimer & Co. 100%
$21B
850
Baker Street Advisors, LLCSAN Francisco, CA · 538 clientsPublic-company ownedAffiliated broker-dealer
Schwab 54%Fidelity 46%
$21B
857
Offit CapitalNew York, NY · 378 clients
Schwab 100%
$21B
874
Summit Trail Advisors, LLCNew York, NY · 742 clientsHybridSummit Trail Securities, LLC
Pershing 55%Schwab 25%
$20B
875
New Edge WealthStamford, CT · 3,692 clientsWrap sponsorHybridMID Atlantic Clearing & Settlement Corporation, Newedge Securities, LLC
Fidelity 85%
$20B
877
RWA Wealth PartnersBoston, MA · 6,027 clients
Fidelity 81%
$20B
878
O'shaughnessy Asset Management, LLCStamford, CT · 11,156 clientsPublic-company owned
No custodian reported
$20B
891
Choreo, LLCRockford, IL · 6,891 clientsHybrid
Schwab 86%
$19B
894
Burgundy Asset Management LTD.Toronto, Ontario, Canada · 3,334 clientsBank-affiliatedAffiliated broker-dealerBMO Capital Markets Corp.
RBC 77%Northern Trust 23%
$19B
903
Brighton Jones LLCSeattle, WA · 3,661 clients
Fidelity 100%
$19B
907
Transamerica Retirement Advisors, LLCCedar Rapids, IA · 212,722 clientsPublic-company ownedHybridTransamerica Capital, LLC, Transamerica Financial Advisors, LLC
State Street 48%American Trust Custody 26%Pershing 26%
$19B
911
Stratos Wealth Partners, LTDBeachwood, OH · 25,391 clientsBank-affiliatedHybridSEI Investments (south Africa) Limited, SEI Investments Distribution Co.
LPL Financial 76%Fidelity 24%
$19B
916
Comprehensive Financial Management LLCLOS Gatos, CA · 30 clients
Northern Trust 100%
$19B
934
Aspiriant, LLCLOS Angeles, CA · 2,357 clients
Schwab 100%
$18B
944
WE Family OfficesCoral Gables, FL · 112 clients
No custodian reported
$18B
949
Modera Wealth Management, LLCWestwood, NJ · 6,308 clients
Schwab 77%Fidelity 23%
$18B
952
Geowealth Management LLCChicago, IL · 51,018 clients
Schwab 73%Fidelity 27%
$18B
959
Envestnet Portfolio Solutions, Inc.Berwyn, PA · 60,663 clientsWrap sponsorHybridEnvestnet Securities, Inc., Fidx Markets LLC
U.S. Bancorp Investments 89%
$17B
963
Capital Wealth Planning, LLCNaples, FL · 12,580 clientsWrap sponsor
Raymond James 100%
$17B
964
Independent Advisor Alliance, LLCCharlotte, NC · 45,002 clientsWrap sponsorHybrid
LPL Financial 100%
$17B
971
Mission Wealth Management, LPSanta Barbara, CA · 5,341 clients
Fidelity 62%Schwab 38%
$17B
973
Allen Investment Management, LLCNew York, NY · 144 clientsAffiliated broker-dealerAllen & Company LLC, clears through Pershing
Fidelity 37%Schwab 27%
$17B
977
Nationwide Investment Advisors, LLCColumbus, OH · 251,223 clientsBank-affiliatedHybridNationwide Fund Distributors LLC, Nationwide Investment Services Corporation
Nationwide Trust Company, FSB 72%Nationwide Life Insurance 28%
$17B
982
Citizens Private WealthTarrytown, NY · 2,567 clientsBank-affiliatedHybridCitizens JMP Securities, LLC, Citizens Securities, Inc.
Fidelity 54%Schwab 46%
$17B
995
Independent Financial PartnersTampa, FL · 54,154 clientsHybridIFP Securities, LLC, clears through Pershing
Fidelity 34%Schwab 30%
$16B
1006
FartherSAN Francisco, CA · 14,965 clientsWrap sponsorAffiliated broker-dealerFarther Securities, LLC
Schwab 61%Fidelity 39%
$16B
1011
Mycio Wealth Partners, LLCPhiladelphia, PA · 943 clientsPublic-company ownedAffiliated broker-dealer
Schwab 100%
$16B
1015
Concurrent Investment Advisors, LLCTampa, FL · 13,277 clientsWrap sponsorHybrid
Fidelity 74%
$16B
1026
Evercore Wealth Management, LLCNew York, NY · 791 clientsBank-affiliatedAffiliated broker-dealerEvercore Group L.L.C.
Evercore Trust Company 89%
$16B
1027
Osaic Advisory Services, LLCAtlanta, GA · 29,898 clientsHybridLadenburg Thalmann & Co. Inc., Osaic Institutions, Inc.
Schwab 70%Fidelity 30%
$15B
1034
Ballentine PartnersWaltham, MA · 353 clients
Fidelity 100%
$15B
1038
CW Advisors, LLCBoston, MA · 6,542 clientsAffiliated broker-dealerLadenburg Thalmann & Co. Inc., Osaic Services, Inc.
Fidelity 54%Schwab 46%
$15B
1042
Onepoint BFG Wealth PartnersParsippany, NJ · 8,647 clientsWrap sponsorHybrid
Schwab 72%LPL Financial 28%
$15B
1043
CV Advisors LLCAventura, FL · 159 clients
J.P. Morgan 63%Morgan Stanley 37%
$15B
1060
Freestone Capital Management, LLCSeattle, WA · 2,994 clients
Schwab 100%
$15B
1079
Aptus Capital Advisors, LLCFairhope, AL · 12,707 clients
Schwab 73%Fidelity 27%
$14B