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

5083
Coppell Advisory Solutions LLCDallas, TX · 8,850 clientsHybrid
Schwab 100%
$1.1B
5084
SB Advisory, LLCAtlanta, GA · 2,744 clientsHybridSAN Blas Securities LLC
RBC 100%
$1.1B
5086
Minneapolis Portfolio Management Group, LLCWayzata, MN · 1,830 clients
Schwab 100%
$1.1B
5087
Cohen CapitalChicago, IL · 1,478 clientsWrap sponsor
Fidelity 100%
$1.1B
5088
Enclave Advisors, LLCAustin, TX · 75 clients
Schwab 92%
$1.1B
5092
Bruni J V & CoColorado Springs, CO · 386 clients
Schwab 100%
$1.1B
5093
Stage Harbor FinancialWestwood, MA · 348 clients
Fidelity 100%
$1.1B
5094
The Pacific Center for Financial ServicesDanville, CA · 789 clients
Schwab 100%
$1.1B
5096
Financial ConsulateHunt Valley, MD · 849 clients
Schwab 95%
$1.1B
5097
Night Owl Capital Management, LLCGreenwich, CT · 219 clients
Fidelity 65%
$1.1B
5101
PKS Advisory Services, LLCAlbany, NY · 4,892 clientsPublic-company ownedHybridCabot Lodge Securities LLC, PKS Securities, Inc., clears through RBC Capital Markets, Raymond James, National Financial Services (Fidelity)
Fidelity 100%
$1.1B
5102
Tanara Wealth Management LLCLehi, UT · 390 clients
Schwab 100%
$1.1B
5104
Holt Capital Partners, L.P.Fort Worth, TX · 142 clients
Schwab 85%
$1.1B
5106
LFALugano - Ticino, Switzerland · 302 clients
Banca Julius Baer Zurigo 63%
$1.1B
5107
The Joseph Group Capital ManagementColumbus, OH · 832 clients
Schwab 100%
$1.1B
5109
Hunter Capital ManagementLombard, IL · 537 clientsWrap sponsor
No custodian reported
$1.1B
5112
Financial ConceptsColumbus, MS · 2,537 clients
Capital Bank and Trust 100%
$1.1B
5113
Wescap GroupGlendale, CA · 331 clients
Schwab 100%
$1.1B
5114
Dixon Financial Services335 clients
Schwab 100%
$1.1B
5119
Integrated Investment Consultants, LLCBloomfield Hills, MI · 285 clients
Schwab 100%
$1.1B
5122
Lineweaver Wealth AdvisorsValley View, OH · 2,134 clientsHybrid
Fidelity 100%
$1.1B
5123
King Wealth Management Group, LLCSaratoga Springs, NY · 719 clients
Fidelity 100%
$1.1B
5125
Baseline Wealth Management LTD.Geneva, Switzerland · 261 clientsPublic-company owned
Banque Pictet & CIE SA 46%UBS 32%
$1.1B
5126
McGowan Group Asset Management, Inc.Dallas, TX · 4,773 clientsWrap sponsor
Pershing 100%
$1.1B
5127
Austin Wealth Management, LLCAustin, TX · 629 clientsHybrid
Schwab 100%
$1.1B
5128
FPL Capital Management, LLCMetairie, LA · 324 clients
Schwab 54%Fidelity Distributors Company 46%
$1.1B
5129
Nfsg CorporationBoca Raton, FL · 3,096 clientsWrap sponsorHybridNewbridge Securities Corporation, clears through Axos Clearing
Axos 100%
$1.1B
5131
Sovereign Financial Group, Inc.Stamford, CT · 1,312 clientsHybrid
Raymond James 84%
$1.1B
5133
TitanNew York, NY · 41,733 clientsWrap sponsorHybridTitan Global Technologies LLC, clears through Apex Clearing
Apex Fintech 100%
$1.1B
5135
Corvus Wealth Advisors LLCTempleton, CA · 518 clients
Schwab 82%
$1.1B
5138
Trebuchet Consulting, LLCPittsburgh, PA · 414 clients
Fidelity 100%
$1.1B
5141
Summit Asset Management LLCMemphis, TN · 532 clients
Schwab 100%
$1.1B
5142
Goldstein Advisors, LLCMadison, WI · 1,070 clientsHybridKestra Investment Services, LLC
Schwab 100%
$1.1B
5145
Concentus Wealth AdvisorsNewtown Square, PA · 344 clientsHybrid
Schwab 100%
$1.1B
5147
Horizon Wealth ManagementLa Grange, IL · 1,306 clientsWrap sponsorHybrid
LPL Financial 100%
$1.1B
5149
Basecamp Wealth Advisors, LLCBellevue, WA · 80 clients
Fidelity 100%
$1.1B
5150
Sterling Investment Advisors LTD.Berwyn, PA · 442 clientsHybrid
Schwab 100%
$1.1B
5152
Fulcrum Capital, LLCSeattle, WA · 329 clients
Schwab 100%
$1.1B
5153
AMB Wealth, LLCThomasville, GA · 920 clientsHybridAllen, Mooney & Barnes Brokerage Services, LLC
Wells Fargo 100%
$1.1B
5155
Elwood & GoetzAthens, GA · 686 clients
Schwab 100%
$1.1B