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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1682
TAG Associates LLCNew York, NY · 90 clients
Schwab 100%
$7.1B
1685
John W. Bristol & Co., Inc.New York, NY · 157 clients
Wilmington Trust 50%Fiduciary Trust Company International 50%
$7.1B
1697
Cannell & Spears LLCNew York, NY · 2,549 clientsHybrid
Fiduciary Trust 42%Schwab 40%
$7.0B
1707
Northside Capital Management LLCHood River, OR · 60 clientsPublic-company owned
Schwab 59%Fidelity 41%
$6.9B
1708
Dakota Wealth, LLCPalm Beach Gardens, FL · 3,764 clients
Schwab 54%Fidelity 28%
$6.9B
1713
Pgim Custom Harvest LLCNewark, NJ · 8,702 clientsPublic-company ownedHybridPruco Securities, LLC, Prudential Annuities Distributors, Inc
UBS 54%Merrill / Bank of America 24%Morgan Stanley 22%
$6.9B
1719
Prowell Financial Management, LLCExton, PA · 74 clients
Schwab 100%
$6.9B
1720
Provident Trust CompanyWaukesha, WI · 1,037 clients
Northern Trust 100%
$6.9B
1726
Thrivent Advisor Network, LLCMinneapolis, MN · 14,732 clientsBank-affiliatedHybridThrivent Distributors, LLC, Thrivent Investment Management Inc.
Fidelity 83%
$6.8B
1731
Focus FinancialMinneapolis, MN · 13,684 clientsHybrid
Schwab 65%Pershing 35%
$6.8B
1737
Signature Investment Advisors, LLCLOS Angeles, CA · 7,530 clientsHybridSignature Estate Securities, LLC
Schwab 70%Fidelity 30%
$6.8B
1744
The Bollard Group LLCBoston, MA · 24 clients
Fidelity 41%Morgan Stanley 33%J.P. Morgan 26%
$6.7B
1745
Confluence Investment Management LLCSaint Louis, MO · 14,862 clientsWrap sponsor
Stifel, Nicolaus & Company, Incorporated 40%Wells Fargo 25%
$6.7B
1754
Aspen Grove Capital, LLCAvon, CO · 42 clients
Morgan Stanley 79%
$6.7B
1755
Vestgen Advisors, LLCChicago, IL · 22,790 clientsWrap sponsorHybrid
Fidelity 47%Pershing 44%
$6.7B
1765
Greycourt & Co., Inc.Pittsburgh, PA · 44 clients
Northern Trust 69%
$6.6B
1771
Level Four Advisory ServicesDallas, TX · 15,720 clientsBank-affiliatedHybridCRI M&a Advisors, LLC, Level Four Financial, LLC
Raymond James 89%
$6.5B
1774
Sendero Wealth Management, LLCSAN Antonio, TX · 369 clientsHybridSendero Securities, LLC, clears through Pershing
Pershing 86%
$6.5B
1781
Greenspring Advisors, LLCTowson, MD · 1,837 clients
Fidelity 52%Schwab 34%
$6.5B
1782
Avior Wealth Management, LLCOmaha, NE · 4,894 clientsHybrid
Schwab 71%Fidelity 29%
$6.5B
1784
Douglass Winthrop Advisors LLCNew York, NY · 1,327 clientsPublic-company owned
Schwab 50%Pershing 50%
$6.5B
1787
NWF Advisory Services IncLOS Angeles, CA · 11,433 clientsHybrid
Pershing 100%
$6.4B
1790
Truepoint, Inc.Cincinnati, OH · 1,934 clients
Fidelity 100%
$6.4B
1795
AndersenMcLean, VA · 612 clientsPublic-company owned
Schwab 82%
$6.3B
1799
Missionsquare RetirementWashington, DC · 40,527 clientsHybridIcma-Rc Services, LLC
Vantagetrust 100%
$6.3B
1803
Grimes & CompanyWestborough, MA · 3,764 clientsHybrid
Fidelity 59%Schwab 41%
$6.3B
1807
Stelac Advisory Services LLCNew York, NY · 101 clients
Citi 56%J.P. Morgan 44%
$6.3B
1809
Kovack Advisors, Inc.Ft. Lauderdale, FL · 13,293 clientsHybridKovack Securities Inc.
Fidelity 70%Pershing 30%
$6.3B
1810
The Wealth Consulting GroupLAS Vegas, NV · 12,940 clientsWrap sponsorHybrid
LPL Financial 100%
$6.3B
1813
J. Safra Asset Management CorporationNew York City, NY · 3,443 clientsBank-affiliatedHybridSafra Securities LLC
BNY 79%
$6.3B
1814
Creativeone Wealth, LLCOverland Park, KS · 22,291 clientsHybridCreativeone Securities, LLC
Schwab 81%
$6.3B
1821
Beck, Mack & Oliver LLCNew York, NY · 1,628 clients
Schwab 49%Fidelity 33%
$6.2B
1838
SPCANN Arbor, MI · 30,916 clientsHybridParkland Securities, LLC, Sigma Financial Corporation, clears through National Financial Services (Fidelity)
Fidelity 100%
$6.1B
1855
KCM Investment AdvisorsGreenbrae, CA · 1,598 clients
Schwab 100%
$6.0B
1858
Ashton Thomas Private WealthScottsdale, AZ · 3,229 clientsHybridAshton Thomas Securities, LLC
Pershing 44%Schwab 34%
$6.0B
1859
Thurston Springer AdvisorsIndianapolis, IN · 4,694 clientsWrap sponsorHybridPeak Brokerage Services, LLC, Thurston, Springer, Miller, Herd & Titak, Inc., clears through Wells Fargo Clearing Services
Wells Fargo 100%
$6.0B
1872
Westmount Partners, LLCLOS Angeles, CA · 1,463 clients
Schwab 100%
$5.9B
1875
Index Fund Advisors, Inc.Irvine, CA · 2,159 clients
Schwab 100%
$5.9B
1881
T. Rowe Price Advisory Services, Inc.Owings Mills, MD · 13,517 clientsPublic-company ownedHybridT. Rowe Price Investment Services, Inc.
Pershing 100%
$5.9B
1887
PitcairnConshohocken, PA · 330 clients
Fidelity 94%
$5.9B