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

10626
Berry Wealth GroupGranbury, TX · 332 clients
Raymond James 100%
$275M
10628
Ouellette Wealth Advisory LLCLexington, MA · 213 clientsHybrid
Schwab 86%
$274M
10629
Sutterfield Financial Group, Inc.Bartlesville, OK · 1,129 clientsHybridPurshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity)
Fidelity 81%
$274M
10630
Elite Financial, Inc.Lewiston, ID · 439 clients
Schwab 90%
$274M
10631
Capasso Planning Partners LLCCharleston, SC · 358 clients
Schwab 100%
$274M
10632
Mission Hills Financial Advisory LLCSan Diego, CA · 301 clients
Schwab 100%
$274M
10633
Chronos Wealth Management, L.L.C.Clearwater, FL · 223 clients
Raymond James 100%
$274M
10634
Signature Financial Services, LTDArlington Heights, IL · 353 clientsHybrid
Pershing 47%SEI 41%
$274M
10635
Private Wealth Group, LLCTampa, FL · 234 clients
Pershing 100%
$274M
10636
JP Wealth Management, Inc.Mt. Pleasant, SC · 71 clients
Schwab 100%
$274M
10637
Doceo Wealth, LLCMeridian, ID · 301 clients
Schwab 100%
$274M
10638
Udine Wealth Management Inc.338 clients
Interactive Brokers 100%
$274M
10639
James River Asset Management, LLCMidlothian, VA · 420 clients
Schwab 100%
$274M
10640
Truewealth Financial PartnersBellevue, WA · 156 clientsWrap sponsor
LPL Financial 100%
$274M
10642
Birmingham Capital Management Co IncBirmingham, AL · 80 clients
No custodian reported
$274M
10643
Chapel Bridge Wealth AdvisorsSan Juan, PR · 25 clients
Schwab 100%
$274M
10645
Legacy CapitalThe Woodlands, TX · 280 clientsHybrid
Schwab 100%
$273M
10647
Normandy Investment AdvisorsLeawood, KS · 300 clients
Schwab 100%
$273M
10648
Valor Financial Services, LLCKnoxville, TN · 1,675 clients
Schwab 100%
$273M
10649
Cardinal Wealth Advisory, LLCMemphis, TN · 103 clients
No custodian reported
$273M
10651
TFP Management, LLCBettendorf, IA · 660 clients
Schwab 100%
$273M
10652
Bluestone Wealth Management LLCKeene, NH · 37 clients
Fidelity 100%
$273M
10653
Knox Wealth Partners AdvisoryKnoxville, TN · 525 clientsWrap sponsorHybrid
LPL Financial 100%
$273M
10654
Conscious Wealth Investments, LLCAtlanta, GA · 115 clients
Raymond James 100%
$273M
10655
South Shore Capital Advisors, LLCBoston, MA · 96 clients
Bordier & CIE 47%Schwab 41%
$273M
10656
Nestegg Advisors, Inc.Hauppauge, NY · 237 clientsWrap sponsorHybrid
Pershing 100%
$273M
10657
Retirement Strategies, LTD.Dublin, OH · 419 clientsHybrid
Fidelity 100%
$273M
10658
E. A. Horwitz LLCDeerfield, IL · 369 clientsWrap sponsorHybrid
Fidelity 78%
$273M
10659
Nolet Wealth Management, LLCFort Worth, TX · 3 clients
Schwab 100%
$273M
10661
Alliance Wealth Management Partners LLCKnoxville, TN · 764 clientsWrap sponsor
Fidelity 88%
$272M
10662
Mendel Capital Management, LLCLittle Rock, AR · 170 clients
Schwab 100%
$272M
10663
Camelot Portfolios, LLCMaumee, OH · 791 clientsHybrid
Fidelity 51%Interactive Brokers 27%
$272M
10664
46 Peaks Investment Advisory GroupNewtown, PA · 135 clients
Schwab 100%
$272M
10665
FirstmetricTroy, MI · 48 clients
Schwab 98%
$272M
10666
Magnolia Private Wealth, LLCPhiladelphia, PA · 176 clients
Schwab 53%Fidelity 47%
$272M
10667
Parker Financial LLCSilverdale, WA · 304 clients
Fidelity 100%
$272M
10668
Ryan InvestmentsBasalt, CO · 143 clients
No custodian reported
$272M
10671
Bull Street AdvisorsSavannah, GA · 109 clients
Schwab 55%
$272M
10673
Invest Capital PartnersSpringboro, OH · 661 clients
Raymond James 61%Schwab 39%
$272M
10675
Crossgate Wealth Advisors, LLCNewtown, PA · 183 clients
Fidelity 100%
$272M