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

8953
Lewis Asset ManagementLafayette, CA · 282 clients
Schwab 100%
$387M
8954
Archvest Wealth Advisors, Inc.Concord, CA · 339 clients
Schwab 100%
$387M
8956
Southwest Investment Advisors, Inc.Tucson, AZ · 1,161 clientsWrap sponsorHybrid
LPL Financial 100%
$387M
8957
Missionpoint Partners LLC4 clients
Fidelity 100%
$387M
8958
New Wave Wealth AdvisorsSpringdale, AR · 516 clientsHybrid
Schwab 100%
$387M
8959
Vermillion Financial Advisors, Inc.South Barrington, IL · 279 clients
Schwab 100%
$387M
8960
Balance WealthWorthington, OH · 553 clients
Schwab 65%Altruist 35%
$387M
8962
1836 Asset Management, LLCGarland, TX · 48 clients
Fidelity 100%
$387M
8963
Canter WealthLa Jolla, CA · 280 clients
Schwab 100%
$386M
8964
Skyline Advisors, Inc.Bellingham, WA · 369 clientsWrap sponsor
Schwab 100%
$386M
8965
Ostrofe Financial Consultants IncGrass Valley, CA · 568 clientsHybrid
Pershing 100%
$386M
8967
HD Money, Inc.Sarasota, FL · 484 clients
Schwab 100%
$386M
8968
Evexia Wealth, LLCStevens Point, WI · 421 clients
Schwab 100%
$386M
8969
Cannon Capital Management, Inc.Salt Lake City, UT · 243 clients
Schwab 67%Empower 33%
$386M
8970
Fiscal Wisdom Wealth Management LLCCanton, CT · 2,828 clientsHybrid
Pershing 89%
$386M
8972
Upstart Wealth Management, LLC91 clients
Schwab 100%
$386M
8973
Alternative Investment Advisors, LLCMaitland, FL · 1,424 clientsHybridAPW Capital, Inc.
Schwab 100%
$386M
8974
Lowery Thomas, LLC184 clients
Schwab 100%
$386M
8976
Wills Financial Group, LLCRichmond, VA · 254 clients
Schwab 100%
$386M
8977
Alden Investment GroupWayne, PA · 1,460 clientsHybridJ. Alden Associates, Inc.
Schwab 99%
$386M
8979
Ranch Capital Advisors Inc.Sarasota, FL · 425 clients
Fidelity 100%
$386M
8980
Elevate Wealth Advisory, Inc.Athens, GA · 635 clients
Schwab 100%
$386M
8981
Realta Investment Advisors, IncWilmington, DE · 1,231 clientsWrap sponsorHybridRealta Equities, Inc., clears through Pershing
Pershing 100%
$385M
8982
Wealth Management Resources, Inc.Smithfield, RI · 622 clientsHybrid
Schwab 100%
$385M
8983
Wittenberg Investment Management Inc49 clients
Schwab 100%
$385M
8984
Cairn Wealth ManagementVancouver, WA · 315 clients
Schwab 100%
$385M
8985
PSI Capital ManagementLancaster, PA · 514 clientsWrap sponsor
Schwab 100%
$385M
8986
Pacific Asset Management, LLCGig Harbor, WA · 377 clients
Schwab 100%
$385M
8989
Promus AdvisorsDallas, TX · 50 clients
Pershing 100%
$385M
8994
Ketron Financial LLCNovato, CA · 262 clientsHybrid
Schwab 100%
$384M
8995
Longview Financial Advisors, LLC125 clients
Schwab 85%
$384M
8997
Paragon Financial ServicesRichmond, VA · 738 clientsWrap sponsorHybrid
LPL Financial 100%
$384M
8998
Spartan Planning GroupGreensboro, NC · 213 clients
Schwab 100%
$384M
8999
Arcadia Wealth ManagementSmithtown, NY · 275 clients
Schwab 100%
$384M
9000
ATS Wealth ManagementSan Diego, CA · 471 clientsHybrid
Schwab 100%
$384M
9001
Cascades Capital Asset Management, LLCGreensboro, NC · 358 clients
Schwab 100%
$383M
9002
Vista Investment PartnersRichmond, IN · 494 clientsHybrid
Raymond James 93%
$383M
9003
Keating Investment Counselors IncDelray Beach, FL · 157 clients
Schwab 0%Morgan Stanley 0%
$383M
9004
Capital Management LLCGreensboro, NC · 238 clientsHybrid
Fidelity 51%Schwab 41%
$383M
9005
One + One Wealth Management, LLCJupiter, FL · 251 clients
Schwab 100%
$383M