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

5724
Makrod Investment Associates IncVerona, NJ · 576 clients
Schwab 82%
$894M
5727
Atlantic Private Wealth, LLCChapel Hill, NC · 208 clients
Fidelity 100%
$894M
5729
Compass Financial Management LLCTampa, FL · 2,228 clientsHybrid
Schwab 54%Fidelity 46%
$894M
5730
Vance WealthSanta Clarita, CA · 428 clients
Fidelity 100%
$894M
5731
The Millstone Evans Group, LLCBoulder, CO · 654 clientsWrap sponsor
Raymond James 100%
$893M
5734
JLB & Associates IncPlymouth, MI · 291 clients
Schwab 78%
$893M
5736
AutopilotNew York, NY · 103,270 clients
No custodian reported
$892M
5737
REA Wealth ManagementNew Philadelphia, OH · 938 clientsHybrid
Fidelity 100%
$892M
5740
HeadinvestPortland, ME · 445 clients
Schwab 100%
$892M
5741
Swisspartners AdvisorsZurich, Switzerland · 90 clients
Bank Julius Baer 62%
$892M
5744
Southland Equity Partners, LLC.1,766 clientsHybrid
No custodian reported
$891M
5746
Drucker Wealth614 clientsWrap sponsorHybrid
Fidelity 61%Altruist 30%
$891M
5751
Tran Capital Management, L.P.San Rafael, CA · 348 clientsHybrid
Fidelity 47%Schwab 33%
$890M
5753
J.P. King Advisors, Inc.Walnut Creek, CA · 452 clients
Fidelity 66%Schwab 33%
$890M
5754
3chopt Investment Partners LLCRichmond, VA · 236 clients
Schwab 100%
$889M
5755
Correct Capital Wealth Management, LLCClayton, MO · 466 clients
Fidelity 100%
$889M
5757
Erguz, LLCThe Woodlands, TX · 51 clients
Raymond James 43%Morgan Stanley 40%
$889M
5758
Westside Investment Management, LLCSanta Monica, CA · 890 clientsHybrid
LPL Financial 84%
$889M
5759
Sagepoint Capital Partners LLCFranklin, TNHybrid
No custodian reported
$888M
5767
Strata Wealth Advisors, LLCDallas, TX · 227 clients
Fidelity 100%
$886M
5769
Covington Investment Advisors, Inc.Ligonier, PA · 236 clients
Schwab 100%
$886M
5770
CFM Wealth Partners LLCAustin, TX · 280 clients
Raymond James 100%
$886M
5772
Pearson Financial ServicesDennis, MA · 500 clientsHybrid
Schwab 100%
$885M
5773
New World Advisors LLCHingham, MA · 105 clients
Fiduciary Trust 55%Schwab 45%
$885M
5774
United Capital Management of Kansas, Inc.Salina, KS · 1,655 clientsHybrid
Schwab 100%
$885M
5777
Basepoint Wealth, LLCCedar Rapids, IA · 1,263 clientsWrap sponsor
Pershing 75%Fidelity 25%
$884M
5779
Sage Rhino Capital LLCMenlo Park, CA · 196 clients
Fidelity 73%Schwab 27%
$884M
5780
CastellanLouisville, KY · 23 clients
Schwab 100%
$882M
5781
Intelligence Driven Advisers, LLCCarlsbad, CA · 660 clients
Schwab 100%
$882M
5782
Optas, LLCDripping Springs, TX · 137 clients
Fidelity 100%
$882M
5783
All Star FinancialMinneapolis, MN · 558 clientsBank-affiliated
Fidelity 95%
$882M
5784
Freedom AdvisoryGuaynabo, PR · 528 clients
Schwab 88%
$881M
5786
Lyonross Capital Management, LLCWhite Plains, NY
Royal Bank of Canada 90%
$881M
5788
Park Place Capital CorporationHomewood, AL · 610 clientsBank-affiliatedHybridPark Place Capital Securities Corp.
Schwab 60%Fifth Third Bank 40%
$879M
5789
Transatlantique Private Wealth LLCNew York, NY · 411 clientsBank-affiliatedAffiliated broker-dealerCIC Market Solutions, Inc.
Interactive Brokers 41%Banque Transatlantique Paris 38%
$879M
5790
Alongside, LLCAustin, TX · 2,122 clients
Fidelity 100%
$879M
5791
Chatham Capital Group IncSavannah, GA · 250 clients
Schwab 100%
$878M
5792
Milestone Investment Advisors, LLCMiddleton, WI · 414 clients
Schwab 99%
$878M
5794
Noesis Capital Management CorpBoca Raton, FL · 374 clients
Schwab 96%
$877M
5795
Montz Harcus Wealth ManagementNew Orleans, LA · 687 clientsHybrid
Schwab 100%
$876M