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

9690
Yoder Wealth ManagementWalnut Creek, CA · 74 clientsWrap sponsor
Schwab 100%
$331M
9692
The Nestegg Group, Inc.Lincolnwood, IL · 187 clients
Schwab 100%
$331M
9695
Vigilare Wealth Management LLCScottsdale, AZ · 157 clients
Schwab 74%Fidelity 26%
$331M
9696
Sandstone Asset Management Inc.Calgary, Canada · 129 clientsHybrid
Fidelity Clearing Canada 100%
$331M
9699
Lynch Asset Management, Inc.12 clients
Fidelity 100%
$331M
9700
Essex Private Wealth Management LLCTopsfield, MA · 216 clientsHybridHuntwicke Securities, LLC
Fidelity 100%
$331M
9701
Insight Capital ManagementConcord, CA · 343 clientsHybrid
Schwab 100%
$331M
9702
Uniplan Investment Counsel, Inc.Milwaukee, WI · 437 clientsWrap sponsor
UBS 100%
$330M
9705
Claris Financial, LLCGlen Allen, VA · 599 clients
Schwab 100%
$330M
9707
DAI Wealth, LLCAtlanta, GA · 1,537 clientsHybridDAI Securities, LLC
Fidelity 77%Schwab 23%
$330M
9708
Moneywatch Advisors, Inc.Lexington, KY · 384 clients
No custodian reported
$330M
9709
Boston Family Advisors LLCBoston, MA · 39 clientsBank-affiliated
Fidelity 92%
$330M
9710
Stonebridge Financial Planning Group, LLCOrlando, FL · 340 clients
Fidelity 100%
$330M
9711
Fluent Financial, LLCDallas, TX · 260 clientsWrap sponsor
Schwab 100%
$330M
9712
DAI AdvisorsMenlo Park, CA · 285 clients
Schwab 100%
$330M
9714
Paragon Financial PartnersWoodland Hills, CA · 127 clients
Schwab 100%
$330M
9715
N.V.N.G. Investments, Inc.Kalamazoo, MI · 39 clients
No custodian reported
$330M
9716
Powers Advisory Group, LLCHighland, IL · 586 clients
Schwab 100%
$330M
9719
Bryspen, IncorporatedWashington, DC · 72 clients
No custodian reported
$329M
9720
Gutierrez Wealth Advisory, LLCLittle Rock, AR · 141 clientsHybrid
Fidelity 100%
$329M
9722
Pearl PlanningDexter, MI · 305 clients
Raymond James 82%
$329M
9723
Benchmark Investment Advisors LLCChicago, IL · 126 clients
Fidelity 79%
$329M
9724
Wealth Management Cpas, LLCSalt Lake City, UT · 396 clients
Schwab 100%
$329M
9726
NWM Advisors, LLCSan Luis Obispo, CA · 191 clients
Schwab 100%
$329M
9730
BR Wealth ManagementBoise, ID · 348 clientsHybrid
Schwab 100%
$329M
9732
Ballast Capital Advisors, LLCWest Des Moines, IA · 42 clients
RBC 100%
$329M
9733
Artifex Financial Group, LLCOakwood, OH · 318 clients
Schwab 100%
$329M
9735
Kenney Investments IncNorthfield, IL · 34 clients
Schwab 69%Merrill / Bank of America 31%
$328M
9736
OMC Financial Services LTDDewitt, NY · 269 clients
Schwab 100%
$328M
9738
Torrey Growth & Income Advisors, LLCDel Mar, CA · 293 clientsWrap sponsor
Schwab 100%
$328M
9739
Zenith Wealth AdvisorsScottsdale, AZ · 92 clientsBank-affiliated
Schwab 100%
$328M
9740
Thomas Story and SON LLCPlymouth, IN · 39 clients
Fidelity 100%
$328M
9741
Sterneck Capital Management LLCKansas City, MO · 265 clients
Schwab 100%
$328M
9742
Oxford Wealth Group, LLCOrlando, FL · 915 clients
Schwab 100%
$328M
9744
Shore Point Advisors, LLCBrielle, NJ · 668 clients
Schwab 100%
$328M
9746
Hudson Capital Advisory, Inc.Buffalo, NY · 244 clients
Fidelity 65%Schwab 35%
$328M
9747
Financial Decisions, LLCNew York, NY · 152 clients
Schwab 85%
$328M
9748
Cimarron Wealth Management, Inc.Montrose, CO · 572 clientsHybrid
LPL Financial 100%
$327M
9751
Latko Wealth Management, LTD.Frankfort, IL · 499 clientsWrap sponsorHybrid
LPL Financial 100%
$327M
9752
Greenwood Family Advisors LLCMiami, FL · 16 clients
J.P. Morgan 100%
$327M