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

9498
Vertrix Wealth Management, LLCTroy, MI · 293 clients
Schwab 100%
$343M
9499
Coordinated Financial Planning CorpCincinnati, OH · 367 clients
Schwab 100%
$343M
9500
Martha's Vineyard Investment Advisors, LLCWest Tisbury, MA · 371 clientsBank-affiliatedHybrid
Martha's Vineyard Bank 100%
$343M
9501
Williams & Novak Wealth Management, LLCWestlake Village, CA · 285 clientsHybrid
Fidelity 100%
$343M
9502
Capstone Investment GroupOlympia, WA · 819 clientsHybridPurshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity)
Schwab 52%Raymond James 48%
$343M
9503
Ballast Financial Advisors, LLCWest Chester, PA · 607 clients
Schwab 100%
$343M
9505
Matune Basile AdvisorsHermitage, PA · 264 clients
Schwab 100%
$343M
9507
Athena Investment Management102 clients
Schwab 100%
$342M
9508
William Howard & Co. Financial Advisors, Inc.Memphis, TN · 176 clients
Schwab 100%
$342M
9509
M3 Advisory Group, LLC341 clients
Fidelity 100%
$342M
9513
Boyle CapitalWest Des Moines, IA · 423 clientsWrap sponsor
Schwab 100%
$342M
9514
Steelhead Wealth ManagementGlen Allen, VA · 280 clients
Schwab 100%
$342M
9515
J. Hagan Capital, Inc.Louisville, KY · 876 clients
Schwab 85%
$342M
9516
Second 50 FinancialManhattan Beach, CA · 156 clients
Schwab 100%
$342M
9517
Petros Family Wealth, LLCBloomington, MN · 533 clientsWrap sponsor
Wells Fargo 100%
$342M
9519
Ergawealth Advisors, Inc.Oak Brook, IL · 415 clientsHybrid
Schwab 100%
$342M
9521
Thomas Wright Asset Management, Inc.San Juan, PR · 30 clients
Fidelity 100%
$341M
9523
Farringdon Asset Management PTE LTDSingapore, Singapore, Singapore · 380 clients
No custodian reported
$341M
9524
Tiemann Investment Advisors, LLCMenlo Park, CA · 98 clients
Schwab 75%Fidelity 25%
$341M
9525
Eukles Asset Management, LLCCincinnati, OH · 473 clientsWrap sponsorHybridEukles Wealth Management
LPL Financial 100%
$341M
9526
Carroll Advisory GroupTexarkana, TX · 250 clients
Schwab 100%
$341M
9527
Reichard Capital, LLCCharlotte, NC · 113 clients
Schwab 100%
$341M
9528
RM Private Wealth ManagementMiami, FL · 71 clients
Schwab 89%
$341M
9529
Weybosset Research & Management, LLCProvidence, RI · 224 clients
Schwab 100%
$341M
9530
Premia Global Advisors, LLCCoral Gables, FL · 44 clients
Fidelity Distributors Company 98%
$341M
9532
Phillips Wealth Planners LLCStarkville, MS · 321 clients
Raymond James 100%
$341M
9533
Rochester Financial Services320 clients
No custodian reported
$341M
9535
Scholtz & Company, LLCStamford, CT · 206 clients
U.S. Bank 62%Schwab 24%
$341M
9537
Left Brain Wealth Management, LLCNaperville, IL · 207 clientsHybrid
Schwab 98%
$340M
9538
Oliver Wealth ManagementTowson, MD · 496 clients
Raymond James 100%
$340M
9539
Post Resch Tallon GroupPittsford, NY · 440 clientsHybrid
Schwab 89%
$340M
9541
Eltekon Advisors, LLC.West Lake Hills, TX · 500 clients
Schwab 100%
$340M
9543
Wavvest WealthChicago, IL · 144 clients
Schwab 100%
$340M
9544
The Mathes Company, Inc.New York, NY · 210 clients
No custodian reported
$340M
9545
Park, Miller, LLCWalnut Creek, CA · 44 clients
Fidelity 100%
$340M
9547
AZA Capital ManagementChicago, IL · 345 clients
Schwab 100%
$340M
9548
AP Wealth ManagementAugusta, GA · 283 clients
Schwab 100%
$340M
9551
Turning Point FinancialFrederick, MD · 794 clients
SEI 77%Schwab 23%
$339M
9552
Keyvantage Wealth AdvisorsBethlehem, PA · 143 clients
Schwab 100%
$339M
9556
Walser Wealth Management Company, A Limited Liability CompanyTampa, FL · 677 clients
Schwab 100%
$339M