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.

Filters

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

9621
Mid-American Wealth Advisory GroupKansas City, MO · 958 clients
Schwab 100%
$336M
9623
Personal Financial Profiles IncCoral Springs, FL · 229 clientsHybrid
Schwab 100%
$335M
9624
The Menard Financial Group, LLCHouston, TX · 128 clientsWrap sponsor
Schwab 100%
$335M
9627
Trisperity Advisors, LLCKaty, TX · 264 clients
Schwab 100%
$335M
9628
Livet Wealth, LLCSpanish Fork, UT · 138 clients
Schwab 100%
$335M
9629
Aspenridge Wealth AdvisorsFort Worth, TX · 383 clients
Fidelity 100%
$335M
9633
Baer Wealth ManagementMarietta, GA · 308 clients
Schwab 93%
$335M
9634
Weik Capital ManagementWyomissing, PA · 195 clients
Schwab 100%
$335M
9639
Slayton Lewis IncSalt Lake City, UT · 77 clients
No custodian reported
$334M
9640
American Capital Advisory, LLCKetchum, ID · 384 clients
Schwab 100%
$334M
9641
Hewell Financial Group, Inc.220 clientsHybrid
Schwab 97%
$334M
9643
Oceaniq Capital, LLCPalo Alto, CA · 452 clientsHybrid
Schwab 100%
$334M
9644
Envision Capital Management Inc226 clients
Schwab 100%
$334M
9645
Evermont WealthClaremont, CA · 496 clients
Schwab 100%
$334M
9647
Cottage Street AdvisorsMarion, MA · 135 clients
Schwab 89%
$334M
9649
Good Harbor Advisors, Inc.Gloucester, MA · 249 clientsHybrid
Fidelity Distributors Company 100%
$334M
9650
Strait & Sound243 clients
Schwab 73%Pershing 27%
$334M
9654
Investment Partners Asset ManagementMetuchen, NJ · 257 clients
Schwab 100%
$333M
9656
Vesta Wealth Management, LLCMiami Beach, FL · 44 clients
No custodian reported
$333M
9657
Fairfield Financial AdvisorsWellesley, MA · 147 clients
Schwab 100%
$333M
9659
Dovetail Wealth Management, LLCTaylor, TX · 857 clientsHybrid
LPL Financial 100%
$333M
9660
Charter Advisory CorporationIndianapolis, IN · 593 clientsWrap sponsorHybrid
LPL Financial 100%
$333M
9661
Dibenedetto & Associates LTDLoves Park, IL · 321 clients
No custodian reported
$333M
9662
Fields Gottscho Capital Management LLCCharlottesville, VA · 84 clients
Schwab 100%
$333M
9663
Outwing Private Wealth Management21 clientsHybrid
Wells Fargo 50%Schwab 50%
$333M
9664
Blackston Financial Advisory Group, LLCThe Villages, FL · 947 clients
Schwab 100%
$333M
9668
Curry Webb Wealth Management LLCIndianapolis, IN · 397 clients
Schwab 100%
$332M
9669
Oliveira WealthModesto, CA · 1,032 clientsHybrid
Schwab 100%
$332M
9670
Central Pine Capital, LLCCedarhurst, NY · 30 clients
No custodian reported
$332M
9673
Delta Accumulation, LLCSausalito, CA · 8 clients
Interactive Brokers 100%
$332M
9675
Solano Wealth AdvisorsFairfield, CA · 456 clientsWrap sponsorHybrid
LPL Financial 100%
$332M
9677
GEN Financial Management Inc.Plymouth, MN · 246 clients
Schwab 73%Fidelity Distributors Company 27%
$332M
9679
Bbjs Financial Advisors, LLCSeattle, WA · 90 clients
No custodian reported
$332M
9680
Elios Financial Group, Inc.Westlake, OH · 290 clientsWrap sponsorHybrid
Schwab 99%
$332M
9682
Rainier Family Wealth, Inc.Tacoma, WA · 113 clients
Fidelity 100%
$331M
9684
5t Wealth, LLCNapa, CA · 297 clients
Fidelity 98%
$331M
9685
The McHugh Group, LLC30 clientsHybrid
Fidelity 100%
$331M
9686
Charles Fish Investments, Inc.Irvine, CA · 42 clients
U.S. Bank 73%Schwab 27%
$331M
9687
Cambridge Financial Group, Inc.Columbus, OH · 318 clientsWrap sponsor
Stifel Nicolaus 27%Securities America 23%
$331M
9688
Insight FoliosCharlotte, NC · 1,228 clientsHybrid
Schwab 100%
$331M