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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1087
Circle Wealth Management, LLCSummit, NJ · 380 clients
Schwab 79%
$14B
1097
Coldstream Wealth ManagementBellevue, WA · 4,386 clientsHybridColdstream Securities, Inc.
Fidelity 57%Schwab 43%
$14B
1101
ConcentricWalnut Creek, CA · 5,371 clients
Schwab 51%PNC Bank 26%Fidelity 23%
$14B
1110
Sapient Capital LLCIndianapolis, IN · 1,017 clients
Pershing 100%
$14B
1112
Ameritas Advisory Services, LLCLincoln, NE · 29,718 clientsHybridAmeritas Investment Company, LLC, clears through National Financial Services (Fidelity)
Fidelity 67%Schwab 33%
$14B
1127
Kestra Private Wealth Services, LLCAustin, TX · 20,230 clientsHybridKestra Investment Services, LLC
Fidelity 100%
$13B
1128
The Mather Group, LLCChicago, IL · 4,773 clients
Fidelity 56%Schwab 44%
$13B
1131
AcornsIrvine, CA · 8,158,329 clientsWrap sponsorHybridAcorns Securities, LLC, clears through RBC Capital Markets
No custodian reported
$13B
1147
James Hambro & Partners LLPLondon, United Kingdom · 6,993 clients
Caceis Bank 51%Allfunds Bank S.a.u 49%
$13B
1152
Sarofim Trust CoHouston, TX · 96 clients
SEI 46%J.P. Morgan 44%
$13B
1153
Alphacore Capital LLCLa Jolla, CA · 4,065 clients
Schwab 71%Fidelity 29%
$13B
1154
Valeo Financial Advisors, LLCCarmel, IN · 3,042 clients
Fidelity 100%
$13B
1164
Loring, Wolcott & Coolidge Fiduciary Advisors, LLPBoston, MA · 3,290 clients
Loring, Wolcott & Coolidge Trust 97%
$13B
1170
Brookstone Capital Management LLCWheaton, IL · 54,845 clientsWrap sponsorHybrid
No custodian reported
$13B
1178
The Caprock Group, LLCBoise, ID · 436 clients
Fidelity 58%Schwab 42%
$12B
1179
Williams Jones Wealth Management, LLCNew York, NY · 1,754 clientsAffiliated broker-dealer
Schwab 56%Fidelity 28%
$12B
1193
Advisors Capital Management, LLCRidgewood, NJ · 18,140 clients
Fidelity 58%LPL Financial 27%
$12B
1196
Northrock Partners, LLCMinneapolis, MN · 4,811 clientsWrap sponsor
Schwab 79%
$12B
1197
LNWSeattle, WA · 1,149 clients
Schwab 100%
$12B
1203
Soltis Investment Advisors, LLCSt. George, UT · 5,414 clients
Fidelity 75%Schwab 25%
$12B
1206
Forvis Mazars Wealth Advisors, LLCSpringfield, MO · 4,584 clientsAffiliated broker-dealerForvis Mazars Capital Advisors, LLC
Schwab 100%
$12B
1216
Hub Investment Partners, LLCAustin, TX · 6,127 clientsAffiliated broker-dealerHub International Investment Services Inc.
Schwab 87%
$12B
1234
Greenhaven Associates IncPurchase, NY · 132 clients
J.P. Morgan 100%
$12B
1240
Curi Capital, LLCChicago, IL · 2,960 clientsHybrid
Fidelity 82%
$12B
1241
Cullen Capital Management, LLCNew York, NY · 8,417 clientsHybrid
J.P. Morgan 44%UBS 30%Schwab 26%
$12B
1243
Apollon Wealth Management, LLCMount Pleasant, SC · 8,389 clientsHybrid
Schwab 49%Fidelity 24%
$12B
1247
Everett Harris & CoLOS Angeles, CA · 743 clients
Merrill / Bank of America 73%Schwab 27%
$12B
1257
QRG Capital Management, Inc.Berwyn, PA · 27,393 clientsAffiliated broker-dealerEnvestnet Securities, Inc., Fidx Markets LLC
Fidelity 72%Pershing 28%
$11B
1266
Perigon Wealth Management, LLCSAN Francisco, CA · 5,664 clientsHybrid
Schwab 69%Fidelity 31%
$11B
1280
Apella WealthWest Hartford, CT · 8,503 clients
Schwab 80%
$11B
1281
Pure Financial Advisors, LLCSAN Diego, CA · 7,509 clients
Schwab 53%Fidelity 47%
$11B
1282
Asset Preservation Advisors, LLCAtlanta, GA · 3,029 clientsHybrid
Schwab 36%Pershing 35%UBS 28%
$11B
1285
Nicola Wealth Management LTD.Vancouver, Canada · 6,718 clients
National Bank Independent Network (nbin) 99%
$11B
1294
Modern Wealth Management, LLCKansas City, MO · 11,934 clientsHybrid
Schwab 81%
$11B
1309
Ferguson Wellman Capital Management, Inc.Portland, OR · 1,085 clients
Schwab 100%
$11B
1310
Plancorp, LLCSaint Louis, MO · 2,383 clients
Schwab 82%
$11B
1312
Great Valley Advisor Group, LLCBerwyn, PA · 37,014 clientsHybrid
LPL Financial 100%
$11B
1313
Advisory Services NetworkAtlanta, GA · 12,919 clientsWrap sponsorHybrid
No custodian reported
$11B
1334
Parallel Advisors, LLCSAN Francisco, CA · 4,240 clients
Fidelity 61%Schwab 39%
$10B
1339
Bartlett & Co. Wealth Management LLCCincinnati, OH · 2,263 clientsAffiliated broker-dealer
Schwab 86%
$10B