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

10923
Schaeffer Financial LLCRockville, MD · 247 clientsHybrid
Schwab 100%
$258M
10927
Carbahal Olsen Financial Services Group LLCDavis, CA · 244 clients
Fidelity 100%
$258M
10928
Wilkins Miller Wealth Management, LLCMobile, AL · 195 clientsHybrid
Schwab 85%
$257M
10930
IKE Capital, LLC110 clients
Fidelity 92%
$257M
10931
Clarity Asset Management, Inc.Ames, IA · 271 clients
Fidelity 100%
$257M
10933
103 Advisory GroupChicago, IL · 89 clients
Schwab 100%
$257M
10934
Dogwood Wealth Management, LLCLenexa, KS · 233 clients
No custodian reported
$257M
10936
Center for Asset Management, LLCPalm Beach Gardens, FL · 284 clients
Fidelity 100%
$257M
10937
Tingey Financial Group Inc.150 clients
Schwab 100%
$257M
10938
New Millennium GroupSandy, UT · 895 clients
Fidelity 100%
$257M
10939
Texas Family Wealth, LLCFriendswood, TX · 1,072 clientsWrap sponsor
Raymond James 100%
$257M
10941
Red Spruce Capital, LLCBerwyn, PA · 143 clients
Altruist 100%
$257M
10942
Financial Advisory Services, LLCHanover, PA · 298 clients
Schwab 100%
$257M
10943
RD Lewis Wealth ManagementMaitland, FL · 451 clients
LPL Financial 73%Vanguard 27%
$257M
10944
Stone Pine Financial PartnersMedia, PA · 202 clients
Schwab 100%
$257M
10946
Prospect Hill Management, LLC39 clients
Schwab 59%Morgan Stanley 29%
$257M
10947
CMG Capital Management Group, Inc.Malvern, PA · 538 clientsHybrid
Axos 81%
$257M
10948
6th Street Advisors, LLCDaphne, AL · 295 clients
Schwab 100%
$257M
10949
Vienna Asset Management LLCSaratoga, CA · 134 clients
Schwab 100%
$257M
10950
Delarme Wealth Management, Inc.Palos Verdes Estates, CA · 168 clients
Raymond James 70%Schwab 30%
$257M
10952
Estate & Trust AdvisorsRiverwoods, IL · 175 clients
Schwab 100%
$256M
10953
Tudor Financial, Inc.Dayton, OH · 435 clientsHybrid
Fidelity 100%
$256M
10955
Argo Wealth Advisory, LLCMcLean, VA · 99 clients
Raymond James 100%
$256M
10956
Richardson Financial ServicesMedway, MA · 193 clientsHybrid
Pershing 91%
$256M
10957
Alpha Advisors, LLCRichmond, VA · 116 clients
Fidelity 100%
$256M
10959
Casilio Leitch InvestmentsWalnut Creek, CA · 220 clients
Fidelity 100%
$256M
10961
Five Talents Financial Management Group LLCWest Des Moines, IA · 1,039 clientsHybrid
LPL Financial 100%
$256M
10964
Sonoma West Advisors60 clients
No custodian reported
$256M
10965
Certis Capital Management, Inc.Santa Barbara, CA · 31 clientsHybrid
Schwab 100%
$256M
10967
Peakstone Financial AdvisorsChevy Chase, MD · 319 clientsWrap sponsorHybrid
Schwab 100%
$256M
10968
Muirfield Wealth Advisors LLCCharlotte, NC · 143 clients
Raymond James 100%
$256M
10971
Delaware Wealth PlannersWilmington, DE · 126 clients
SEI 85%
$256M
10972
Releve Financial GroupScottsdale, AZ · 321 clientsWrap sponsor
Schwab 100%
$256M
10975
Sound Investment Management IncTualatin, OR · 140 clients
No custodian reported
$256M
10977
International Private Wealth Advisors LLCSan Diego, CA · 389 clients
Fidelity 61%Schwab 39%
$255M
10979
Secured Retirement Advisors, LLCSt Louis Park, MN · 602 clients
Schwab 100%
$255M
10980
Garrison Murphy Wealth Management, LLC29 clients
Fidelity 100%
$255M
10981
PathwiseWalnut Creek, CA · 142 clients
Schwab 100%
$255M
10982
Grant Private Wealth ManagementPleasanton, CA · 238 clients
Schwab 100%
$255M
10983
Acap Asset Management, Inc.Studio City, CA · 164 clients
Schwab 89%
$255M