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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7796
Bellars Harris Wealth ManagementVirginia Beach, VA · 299 clientsWrap sponsor
Raymond James 100%
$505M
7797
Legacies Wealth LLCMinnetonka, MN · 87 clients
Fidelity 100%
$505M
7800
Accretive Wealth Partners, LLCParsippany, NJ · 204 clients
Schwab 100%
$505M
7801
Black Coral Financial Advisors, LLCMount Olive, NJ · 88 clients
No custodian reported
$504M
7802
Fyra Capital ManagementSt. Charles, MO · 858 clientsWrap sponsorHybrid
Schwab 68%Fidelity 32%
$504M
7803
Dentist AdvisorsSalt Lake City, UT · 768 clients
Schwab 100%
$504M
7804
Ducere Wealth ManagementNewport Beach, CA · 128 clients
Schwab 100%
$504M
7805
Weinberger Asset Management, IncLos Angeles, CA · 176 clients
Schwab 100%
$504M
7807
Etesian Wealth Advisors, Inc.West Linn, OR · 429 clients
Schwab 100%
$503M
7811
Prosperity Financial Group, Inc.San Ramon, CA · 612 clientsHybrid
Schwab 100%
$503M
7813
Saybrook Capital CorpSag Harbor, NY · 155 clients
No custodian reported
$503M
7814
Boltwood Capital ManagementWalnut Creek, CA · 230 clients
Schwab 100%
$503M
7815
Crown Wealth Group LLCCharlotte, NC · 254 clients
Schwab 100%
$502M
7816
Sharp FinancialHorsham, PA · 194 clientsWrap sponsorHybrid
Schwab 100%
$502M
7818
Investors Asset Management of Georgia IncAtlanta, GA · 529 clients
Schwab 64%
$502M
7821
First Washington CorporationSeattle, WA · 29 clients
U.S. Bank 88%
$501M
7823
Family Financial Solutions Group, LLCDurango, CO · 20 clients
No custodian reported
$501M
7826
HC Advisors LLCSandy Springs, GA · 206 clients
Schwab 100%
$500M
7831
Stokes Capital Advisors, LLCGreenwood, SC · 289 clients
Schwab 100%
$499M
7833
Elevated Capital Advisors, LLCDraper, UT · 1,007 clients
Fidelity 100%
$499M
7834
EVT Financial AdvisorsZurich, Switzerland · 124 clients
Vontobel 66%NPB 34%
$499M
7835
Presidio Capital Management, LLCSan Diego, CA · 351 clients
Schwab 100%
$499M
7836
ACT AdvisorsAsheville, NC · 428 clients
LPL Financial 81%
$499M
7838
Clark Financial Services Group, Inc.Chesterfield, MO · 431 clients
Schwab 100%
$499M
7839
Kahn Brothers Advisors LLCNew York, NY · 347 clientsHybridKahn Brothers LLC, clears through Pershing
Pershing 61%Schwab 39%
$499M
7841
Outrunner Capital, LLCAustin, TX · 35 clients
Schwab 100%
$498M
7843
Jackson Financial Services, LLCMt. Pleasant, SC · 557 clients
Schwab 100%
$498M
7844
Ruedi Wealth Management, Inc.Champaign, IL · 469 clients
Schwab 100%
$498M
7845
Pitzl FinancialArden Hills, MN · 394 clients
Fidelity 81%
$498M
7846
Xcel Wealth Management, LLCHolly Hill, FL · 334 clients
Schwab 100%
$498M
7848
William Madison Advisors, Inc.Abilene, TX · 505 clients
Schwab 100%
$498M
7849
Schmidt Financial ManagementKirkland, WA · 140 clients
Pershing 100%
$498M
7852
The Milwealth Group, LLCMilwaukee, WI · 236 clients
Schwab 100%
$497M
7858
Relevance Capital ManagementDenton, TX · 279 clients
Schwab 100%
$496M
7860
Monarch Capital Management IncFort Wayne, IN · 194 clients
Pershing 87%
$496M
7862
Piedmont Capital Management, LLCGreenboro, NC · 96 clients
Fidelity 100%
$496M
7863
Cherrydale Wealth Management, LLCMontclair, NJ · 76 clients
Fidelity 100%
$495M
7864
McCay Wealth Advisory LLCManchester, TN · 876 clients
Schwab 100%
$495M
7865
Semmax Financial Advisors, Inc.Winston-Salem, NC · 826 clients
Fidelity 100%
$495M
7868
Portfolio Advisory Council,l.l.c.Houston, TX · 567 clients
Schwab 100%
$495M