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

10260
Baugh & Associates, LLCAtlanta, GA · 161 clients
Schwab 100%
$294M
10262
Eagle Bluffs Wealth Management LLCColumbia, MO · 165 clients
Schwab 100%
$294M
10263
M.C. Byrd Wealth Management, LLCBellville, TX · 557 clients
Fidelity 82%
$294M
10265
MDT Financial Advisors, LLCWebster, TX · 331 clientsWrap sponsor
Wells Fargo 100%
$294M
10267
Sherwood Financial Partners, LLCWestlake Village, CA · 88 clients
Schwab 100%
$294M
10269
Resolute Wealth Advisor, Inc.Findlay, OH · 816 clients
Schwab 100%
$294M
10273
Wisconsin Capital Management, LLCMadison, WI · 74 clients
Schwab 100%
$294M
10275
Enright, Mollin, Cascio & Ramusevic, Inc.Elmhurst, NY · 111 clients
Schwab 60%Fidelity 40%
$294M
10276
Private Portfolios, Inc.San Mateo, CA · 267 clientsWrap sponsorHybrid
Fidelity 100%
$293M
10277
Trademark Financial Management, LLCBloomington, MN · 458 clients
Schwab 100%
$293M
10278
Tate Private Wealth AdvisersSacramento, CA · 145 clients
Schwab 77%Fidelity Distributors Company 23%
$293M
10279
Fiduciary Financial Partners, LLCNaperville, IL · 220 clientsHybrid
Schwab 100%
$293M
10280
Pelkonen and Associates LLCMelville, NY · 317 clients
Fidelity 100%
$293M
10281
Greenwich Advisors, LLCGreenwich, CT · 72 clients
Schwab 45%J.P. Morgan 39%
$293M
10284
Blueprint Partners LLCTraverse City, MI · 337 clients
Schwab 100%
$293M
10285
Kilterhowling LLCBoulder, CO · 207 clients
Schwab 100%
$293M
10287
Hemming& Wealth Management, Inc.Traverse City, MI · 446 clients
Fidelity 100%
$293M
10290
Cornerstone Financial Group,llcOmaha, NE · 349 clients
Schwab 100%
$292M
10291
Exceptional Wealth & Family OfficeColorado Springs, CO · 206 clients
Schwab 57%Fidelity 43%
$292M
10292
Luken Investment Analytics, LLCBrentwood, TN · 267 clientsWrap sponsorHybrid
Schwab 0%
$292M
10293
Apex Strategic Wealth, LLCChattanooga, TN · 604 clientsWrap sponsorHybrid
LPL Financial 59%Schwab 41%
$292M
10294
Cassady Wealth & Retirement Planning L.L.C.Henderson, NV · 455 clientsHybridGradient Securities, LLC
SEI 51%Schwab 49%
$292M
10295
Five Corners Financial ServicesEaston, MA · 290 clients
Schwab 100%
$292M
10296
Efinancial Alliance, LLCFranklin, TN · 212 clients
Schwab 89%
$292M
10297
NEU Wealth Group139 clients
Schwab 100%
$292M
10298
Long Island Wealth Management, Inc.125 clientsAffiliated broker-dealerCapfinancial Securities, LLC.
Schwab 100%
$292M
10299
Madden Advisory Services, Inc.Jacksonville, FL · 335 clients
Schwab 100%
$292M
10300
Dudley Capital Management LLCMiddleburg, VA · 110 clients
Fidelity 100%
$292M
10301
McNaughton Wealth Management, LLCSan Diego, CA · 240 clients
Schwab 100%
$292M
10303
Sugar Maple Asset Management, LLCSister Bay, WI · 208 clients
Fidelity 100%
$292M
10304
The Planning GroupNorthfield, IL · 267 clients
Schwab 100%
$291M
10305
Millington Financial Advisors, LLCNaperville, IL · 187 clients
Schwab 100%
$291M
10307
The Ellerson Group IncAnnapolis, MD · 109 clients
No custodian reported
$291M
10310
Epiq Partners, LLCMinneapolis, MN · 93 clients
Schwab 90%
$291M
10312
Vivid Wealth Management, LLCWest Des Moines, IA · 434 clients
Schwab 100%
$291M
10315
Accretive Wealth Management, LLCSan Ramon, CA · 220 clients
Equity Trust 35%Schwab 33%Inspira Financial 33%
$291M
10317
Lockshield Partners, Inc.Glasgow, KY · 1,116 clients
LPL Financial 100%
$291M
10318
Birks Financial Corp.Herndon, VA · 159 clients
Schwab 100%
$291M
10319
Godshalk Welsh Capital Management, Inc.Radnor, PA · 110 clients
Schwab 100%
$290M
10320
Martin Capital Partners, LLCEugene, OR · 507 clients
Schwab 100%
$290M