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

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

9006
Dougherty & Associates Financial Advisors, Inc.Buffalo, MN · 1,069 clientsHybrid
Schwab 100%
$383M
9007
Canopy 360 Wealth, LLCOcala, FL · 341 clientsWrap sponsor
Raymond James 100%
$383M
9008
Accent Capital Management, LLCCenterville, OH · 92 clients
Schwab 79%
$383M
9009
Claraphi Advisory Network, LLCAliso Viejo, CA · 1,504 clients
No custodian reported
$383M
9011
Financial Planning Hawaii, Inc.Honolulu, HI · 241 clients
Schwab 100%
$382M
9012
Proctor FinancialSherborn, MA · 211 clients
Schwab 100%
$382M
9013
Carter Financial Group, Inc.Barrington, IL · 826 clientsHybrid
Schwab 100%
$382M
9014
Destiny Capital CorporationDenver, CO · 260 clients
Fidelity 100%
$382M
9018
Dean Financial ServicesBeavercreek, OH · 277 clients
Fidelity 66%Matrix Trust 34%
$382M
9019
Kirtland Hills Capital Management, LLCBratenahl, OH · 263 clients
Schwab 100%
$382M
9020
Snyder Wealth GroupMedford, NY · 606 clientsHybrid
Pershing 100%
$382M
9021
Blue Rock Financial GroupRehoboth Beach, DE · 314 clients
SEI 100%
$382M
9022
WWM FinancialCarslbad, CA · 570 clients
Schwab 100%
$382M
9023
Pecaut Wealth ManagementSioux City, IA · 231 clients
Schwab 100%
$382M
9024
Harbour Investment Management L.L.C.Edmonds, WA · 183 clients
Schwab 100%
$382M
9025
Unique Wealth StrategiesBurr Ridge, IL · 397 clientsWrap sponsorHybrid
Schwab 100%
$382M
9026
Sculati Wealth Management, LLCBloomfield Hills, MI · 349 clients
Schwab 100%
$381M
9027
Landing Point Financial GroupAvon, OH · 743 clients
Fidelity 100%
$381M
9028
Rf&l Wealth Management, LLCActon, MA · 143 clients
Fidelity 100%
$381M
9029
Rubey & Rust Capital Management, LLC145 clients
Schwab 100%
$381M
9032
Wealth Benefit Advisors, LLCHouston, TX · 187 clientsHybrid
Raymond James 100%
$381M
9035
Scala Capital LLCMiami, FL · 403 clientsHybrid
Schwab 75%Stonex Financial 25%
$380M
9036
Goepper Burkhardt LLCGreenville, SC · 245 clients
No custodian reported
$380M
9038
Fortiter Wealth Management, LLCHouston, TX · 51 clients
Fidelity 100%
$380M
9039
Burkholder Wealth ManagementTulsa, OK · 268 clients
Schwab 89%
$380M
9040
Optima Capital LLCBeaverton, OR · 672 clientsHybrid
Schwab 100%
$380M
9041
Exchange Place Advisors, LLCSudbury, MA · 248 clients
Fidelity Distributors Company 100%
$380M
9042
Ironbridge Private Wealth, LLCAustin, TX · 166 clients
Schwab 100%
$380M
9044
626 Financial, LLCPortage, MI · 451 clientsWrap sponsor
LPL Financial 100%
$380M
9045
Darden Wealth GroupAnn Arbor, MI · 273 clients
Fidelity 100%
$380M
9048
CMG Wealth ManagementPlano, TX · 332 clientsHybrid
Schwab 100%
$379M
9050
Keystone Financial ServicesLoveland, CO · 298 clients
Fidelity 75%Schwab 25%
$379M
9051
All Terrain Financial AdvisorsCoon Rapids, MN · 190 clients
Schwab 100%
$379M
9056
MKT and Associates LLCTacoma, WA · 146 clients
Schwab 100%
$379M
9057
Legacy Consulting GroupPlano, TX · 209 clientsHybridPerryman Securities, Inc.
Schwab 100%
$379M
9058
Agnello Financial Group, Inc.West Palm Beach, FL · 173 clientsHybrid
Pershing 100%
$379M
9059
Boca Wealth AdvisorsBoca Raton, FL · 157 clients
Schwab 100%
$379M
9064
Auour Investments LLCWoburn, MA · 375 clients
Fidelity 53%Schwab 47%
$378M
9065
Freedom Financial Partners LLCOakdale, MN · 308 clients
Schwab 100%
$378M
9067
Financial Advisory Partners, LLCWinter Park, FL · 147 clientsBank-affiliatedHybridLanark Financial, Inc.
RBC 100%
$378M