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

10567
Citadel Investment Advisory Inc118 clients
No custodian reported
$278M
10568
Ironwood Investment Management, LLCBoston, MA · 289 clients
Schwab 100%
$278M
10569
Spectrum Financial ManagementSan Rafael, CA · 150 clients
Schwab 100%
$278M
10571
First Financial Advisory Services IncWesterly, RI · 521 clientsHybrid
Pershing 100%
$278M
10572
Foronjy FinancialSanta Barbara, CA · 187 clients
LPL Financial 73%Fidelity 23%
$278M
10574
Accordant Advisory Group, Inc.Annapolis, MD · 189 clientsWrap sponsor
Raymond James 100%
$278M
10575
Auspicious Financial Planning, LLCSan Ramon, CA · 193 clientsWrap sponsor
Schwab 100%
$278M
10577
Macco Financial Group, Inc.Green Bay, WI · 322 clients
Raymond James 100%
$278M
10578
Oasis AdvisorsForest City, IA · 5,051 clientsHybrid
Fidelity 100%
$278M
10580
Harbor Island Capital LLCTopsfield, MA · 14 clients
Schwab 100%
$278M
10581
Universal Financial Advisors, LLCSt. Louis, MO · 331 clientsHybrid
Schwab 100%
$277M
10583
HBE Wealth Management, LLCLincoln, NE · 258 clients
Fidelity 100%
$277M
10584
Kilter Group413 clients
Schwab 100%
$277M
10586
Tyner Capital Management Investment Counsel, Inc.Signal Mountain, TN · 63 clients
Schwab 100%
$277M
10588
Buckman Advisory Group LLCLittle Silver, NJ · 868 clientsWrap sponsorHybridBuckman, Buckman & Reid, Inc.
RBC 100%
$277M
10590
Dominion Portfolio Management, Inc.Tampa, FL · 782 clientsHybridCalton & Associates, Inc.
Hilltop Securities 59%Franklin Distributors 41%
$277M
10593
The Retirement Guys FormulaMaumee, OH · 1,155 clientsHybridPeak Brokerage Services, LLC, clears through Wells Fargo Clearing Services
Schwab 100%
$277M
10594
Walleye Partners LLCMadison, WI · 93 clients
Schwab 100%
$277M
10595
JFR Financial Services, Inc.Trenton, MI · 597 clientsHybrid
Fidelity 100%
$277M
10596
Westbourne Investments, Inc.Alexandria, VA · 175 clients
Schwab 92%
$276M
10597
Centerpoint Advisory Group, LLCOverland Park, KS · 276 clientsWrap sponsorHybrid
LPL Financial 100%
$276M
10600
Simplifi, Inc.San Diego, CA · 301 clients
Schwab 100%
$276M
10601
CWP Private Wealth ManagementWest Bend, WI · 511 clients
Schwab 100%
$276M
10603
Strauss Financial GroupHoover, AL · 213 clients
Fidelity 100%
$276M
10605
Oasis Wealth Planning Advisors186 clients
Schwab 100%
$276M
10607
Northstar Financial Planning, LLCWindham, NH · 172 clients
Schwab 100%
$276M
10608
Intrack Investment Management, Inc.South Burlington, VT · 189 clients
Fidelity 100%
$276M
10610
Challenger Wealth ManagementAliso Viejo, CA · 263 clients
Schwab 100%
$276M
10611
Kubhera Enterprises LLCPrinceton, NJ · 304 clients
Schwab 100%
$276M
10613
Spectrum Strategic Capital Management, LLCCorvallis, OR · 313 clients
Fidelity 100%
$275M
10614
4wealth Advisors, Inc.Burr Ridge, IL · 567 clientsHybrid
Schwab 83%
$275M
10615
Legal Advantage Investments, Inc.24 clients
Schwab 100%
$275M
10616
O'connor Financial Group LLCQuincy, IL · 355 clients
Schwab 100%
$275M
10617
KAI Wealth LLCChicago, IL · 23 clients
Schwab 96%
$275M
10618
Charter Research & Investment Group IncSouthport, CT · 158 clients
Schwab 100%
$275M
10620
Chicago Investment Advisory GroupMokena, IL · 757 clients
Schwab 100%
$275M
10622
Russell Capital Management, LLCLexington, KY · 299 clients
Schwab 100%
$275M
10623
Roserock Wealth Management, LLCDallas, TX · 74 clients
Schwab 100%
$275M
10624
Cushing Capital Partners, LLCDelafield, WI · 199 clientsWrap sponsor
Wells Fargo 100%
$275M
10625
1492 Capital Management, LLCMilwaukee, WI · 98 clientsHybrid
U.S. Bancorp 69%BNY 31%
$275M