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

8331
Candace Shira Associates, LLCPittsford, NY · 434 clients
Schwab 100%
$443M
8333
Bright Road Wealth Management, LLCAnchorage, AK · 622 clients
Schwab 100%
$443M
8334
Financial FreedomCincinnati, OH · 114 clients
Fidelity 100%
$443M
8335
Members Advisory Group, LLCWilliamsville, NY · 906 clients
Schwab 100%
$443M
8336
Greykasell Wealth Strategies, Inc.Danville, CA · 124 clients
Fidelity 79%
$443M
8339
Spiegelman Wealth Management, Inc.Walnut Creek, CA · 183 clientsWrap sponsor
Fidelity 100%
$443M
8340
Ulland Investment Advisors, LLCMinneapolis, MN · 211 clients
Schwab 100%
$443M
8342
James R. Martin Consulting, IncVancouver, WA · 226 clients
Schwab 100%
$443M
8343
Lifesteps FinancialClaremont, CA · 680 clients
Schwab 100%
$443M
8344
Money Management Services IncBirmingham, AL · 522 clientsBank-affiliated
Pershing 100%
$443M
8345
SWS Partners, LLCColumbus, OH · 157 clients
Schwab 100%
$443M
8350
Landmark Wealth Management, LLCMelville, NY · 296 clients
Schwab 100%
$442M
8353
MeridianaCoral Gables, FL · 10 clients
Merrill / Bank of America 27%Banco Santander 27%J.P. Morgan 25%
$442M
8354
Templeton Financial Services Inc.Chandler, AZ · 315 clients
No custodian reported
$442M
8360
Rise Advisors, LLCRochester, NY · 472 clients
Fidelity 100%
$441M
8363
Bishop & Company Investment Management, LLCErie, PA · 209 clients
Schwab 100%
$441M
8364
Sage Private Wealth Group, LLCOakbrook Terrace, IL · 482 clients
Raymond James 100%
$441M
8366
Black Diamond Financial, LLC92 clientsWrap sponsorHybridLadenburg Thalmann & Co. Inc.
Schwab 86%
$441M
8368
AG Asset Advisory, LLCLos Angeles, CA · 37 clients
Schwab 87%
$440M
8370
Tower Wealth PartnersLewisburg, PA · 920 clients
Raymond James 100%
$440M
8373
Burford Brothers, Inc.Dallas, TX · 234 clientsWrap sponsor
Schwab 100%
$440M
8377
Vantus WealthLancaster, PA · 1,010 clients
Schwab 100%
$440M
8379
The Moorings Group, LLC124 clients
Fidelity 62%BNY 38%
$440M
8380
Biltmore Wealth Management, LLCTempe, AZ · 307 clients
Schwab 100%
$440M
8381
Branson Fowlkes & Co IncHouston, TX · 193 clients
No custodian reported
$439M
8382
Osterweis Capital ManagementSan Francisco, CA · 34 clientsHybrid
Citi 73%Schwab 27%
$439M
8383
Bates Financial Advisors, Inc.Rockford, IL · 399 clientsHybridBates Securities, Inc.
Fidelity 85%
$439M
8385
Fortress Wealth GroupWinter Park, FL · 384 clients
Fidelity 100%
$439M
8386
Spivak Asset Management, LLCAvon, CT · 63 clients
Fidelity 100%
$439M
8388
Simplyrich67 clients
Schwab 100%
$439M
8389
TA Capital Management, LLCSewell, NJ · 101 clients
Schwab 57%Fidelity Distributors Company 43%
$439M
8393
Dickmeyer Boyce Financial Management, IncFort Wayne, IN · 420 clients
Schwab 76%Fidelity Distributors Company 24%
$439M
8395
Storen FinancialZionsville, IN · 876 clientsHybrid
Schwab 100%
$438M
8397
Hendley & Co. Inc.Zanesville, OH · 302 clients
Pershing 100%
$438M
8398
Arnold Weitz & CoElkhorn, NE · 34 clientsHybrid
Raymond James 100%
$438M
8399
Schulz Wealth, LTD.Mansfield, TX · 176 clients
Schwab 77%Empower Retirement 23%
$438M
8402
Cayside PartnersJupiter, FL · 69 clients
Fidelity 100%
$438M
8403
Fischer Investment Group, Inc.Pittsford, NY · 210 clients
No custodian reported
$438M
8404
Access Financial Services, Inc.Minneapolis, MN · 322 clientsHybrid
Schwab 99%
$438M
8406
The Lloyd Advisory GroupSuwanee, GA · 1,262 clientsWrap sponsor
Fidelity 97%
$438M