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

9068
Ashworth Wealth, LLCSouth Jordan, UT · 300 clientsHybrid
Schwab 80%
$378M
9069
Fairhaven Financial Advisory CorporationEast Lansing, MI · 805 clientsHybrid
Schwab 100%
$378M
9072
Axis Wealth Partners, LLCEast Providence, RI · 781 clientsHybrid
Fidelity 74%Schwab 26%
$377M
9073
Family Legacy, Inc.Greenville, SC · 257 clients
Schwab 60%Fidelity 40%
$377M
9075
Martin Wealth SolutionsChristiansburg, VA · 896 clients
TradePMR / Robinhood 52%Schwab 44%
$377M
9076
JPS Financial, LLCWestlake, OH · 279 clients
Schwab 100%
$377M
9077
Northstar Advisory Group, LLCNorthfield, NJ · 372 clients
Schwab 100%
$377M
9078
Commonwealth Retirement Investments LLCRichmond, VA · 337 clientsHybrid
Schwab 100%
$377M
9079
Advisor Share Wealth Management, LLCVancouver, WA · 2,521 clients
Schwab 100%
$377M
9081
Olde Wealth Management, LLC315 clients
Schwab 100%
$377M
9082
Genoa Wealth, LLC18 clients
Schwab 100%
$377M
9083
Strategic Planning, Inc.Columbus, OH · 817 clientsWrap sponsor
Schwab 100%
$377M
9084
Intelligent CapitalworksScottsdale, AZ · 99 clients
Fidelity 100%
$377M
9085
Kleinfelder Capital, Inc.Cincinnati, OH · 498 clientsWrap sponsorHybrid
Fidelity 100%
$377M
9088
Christy Capital Management, Inc.Macon, GA · 766 clients
Fidelity 100%
$376M
9089
Concorde Investment ManagementDallas, TX · 132 clients
Fidelity 86%
$376M
9090
Stonecrest Wealth Management, IncChandler, AZ · 385 clientsHybrid
Raymond James 100%
$376M
9092
Prosperity Advisers, LLCHorsham, PA · 289 clients
Schwab 100%
$376M
9093
Dover Advisors, LLC128 clients
Schwab 100%
$376M
9094
Marin Bay Wealth Advisors, LLCSan Anselmo, CA · 133 clientsWrap sponsor
Schwab 100%
$376M
9096
Abbey StreetEden Prairie, MN · 139 clients
Fidelity 100%
$375M
9097
Retirement Planning Group, LLCMalta, NY · 1,043 clientsHybrid
Fidelity 100%
$375M
9098
Hilton Head Financial Advisors, Inc.Hilton Head, SC · 173 clients
Schwab 100%
$375M
9099
Cultivar Capital, Inc.Denton, TX · 372 clients
Schwab 100%
$375M
9100
Bear Mountain Capital Inc.Seattle, WA · 234 clients
Fidelity 100%
$375M
9102
St. Johns Investment Management Company, LLCJacksonville, FL · 239 clients
Schwab 100%
$375M
9104
Aventura Private Wealth, LLCAventura, FL · 189 clients
Goldman Sachs 100%
$375M
9105
Strategent Financial, LLCHarrisonburg, VA · 140 clients
Schwab 100%
$375M
9106
Harrington Investments, Inc.Napa, CA · 115 clients
Schwab 100%
$375M
9109
Bouvel Investment Partners, LLCPhoenixville, PA · 206 clients
Pershing 100%
$374M
9110
KM Capital Management, LTD.Austin, TX · 42 clients
Schwab 100%
$374M
9111
The Pitti Group Wealth Management, LLCVictor, NY · 601 clientsWrap sponsor
Wells Fargo 87%
$374M
9112
Comprehensive Wealth Solutions, LLCBoca Raton, FL · 61 clients
SEI 69%Schwab 31%
$374M
9114
Aurora Private Wealth, Inc.Totowa, NJ · 1,508 clientsWrap sponsorHybridAPW Capital, Inc.
Schwab 67%
$374M
9115
Demars Financial Group LLCSpokane Valley, WA · 502 clientsHybrid
Fidelity 100%
$374M
9116
B.A. Roberts Financial Services, Inc.Marquette, MI · 1,344 clients
Fidelity 100%
$374M
9117
Dorval & Chorne Financial AdvisorsMaple Grove, MN · 663 clients
Schwab 100%
$374M
9118
Tony Walker FinancialBowling Green, KY · 1,828 clients
Schwab 100%
$374M
9119
Oak Wealth Advisors LLCNorthbrook, IL · 186 clients
Schwab 100%
$374M
9120
Capital Investment AdvisorsWashington D.C., DC · 437 clientsHybrid
Assetmark Brokerage 66%Pershing 34%
$374M