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

11549
Hemisphere Partners LLCNew York, NY · 40 clients
Morgan Stanley 53%J.P. Morgan 37%
$229M
11552
Campion Asset Management, LLCFairfax, VA · 111 clients
Schwab 100%
$229M
11553
LSB Wealth ManagementAnkeny, IA · 383 clientsBank-affiliatedHybrid
LPL Financial 51%Fifth Third Securities 49%
$229M
11556
Westview Investment AdvisorsBurlington, VT · 165 clients
Fidelity 54%Schwab 46%
$229M
11558
Atlasmark Financial, Inc.Austin, TX · 133 clients
Fidelity 100%
$229M
11560
Bruce Colin and Company28 clients
Schwab 100%
$229M
11562
MSP Wealth Management, LLCKlamath Falls, OR · 414 clientsWrap sponsor
Schwab 100%
$228M
11567
Meixler Investment Management, LTD.Show Low, AZ · 570 clientsWrap sponsor
Schwab 100%
$228M
11569
Bay Capital Advisors, LLCVirginia Beach, VA · 195 clients
Schwab 81%
$228M
11571
Boyar Asset Management, Inc.New York, NY · 210 clients
Fidelity 100%
$228M
11572
Snider AdvisorsIrving, TX · 357 clients
Tradestation Securities 63%Interactive Brokers 37%
$228M
11573
Wealth Forward, LLCFargo, ND · 367 clients
Pershing 100%
$228M
11576
Cascade Wealth Advisors, IncWenatchee, WA · 115 clients
Schwab 100%
$228M
11577
Beacon Financial AdvisorsRye Brook, NY · 49 clientsWrap sponsor
Schwab 100%
$228M
11579
Center for Wealth Management Advisory646 clientsWrap sponsorHybrid
LPL Financial 100%
$228M
11580
Lansdowne Wealth Management, LLCMystic, CT · 357 clients
Fidelity 100%
$228M
11581
Magnolia Capital ManagementCold Spring, NY · 61 clients
No custodian reported
$228M
11583
Commonwealth Financial Planners IncRoswell, GA · 132 clientsHybrid
Raymond James 100%
$228M
11585
MRP Capital Investments, LLCAlpharetta, GA · 149 clientsHybrid
Schwab 61%Morgan Stanley 39%
$228M
11586
Podell Financial Group LLCFairfield, NJ · 236 clients
Schwab 88%
$228M
11587
The Wealthgarden F.S. LLCEl Segundo, CA · 236 clients
Fidelity 56%Schwab 44%
$228M
11588
Sandro Wealth Management LLCFairfield, NJ · 55 clients
Schwab 76%Pershing 24%
$228M
11591
Approach Retirement Advisors, LLCBirmingham, AL · 144 clients
Schwab 100%
$227M
11592
Jones & Associates Premier Financial SolutionsJacksonville, OR · 521 clientsHybrid
Schwab 100%
$227M
11593
Keynote Financial Services, LLCVernon, CT · 209 clients
Schwab 100%
$227M
11594
Echo45 Advisors LLCWalnut Creek, CA · 201 clients
Schwab 83%
$227M
11595
Review Services IncBrookfield, WI · 173 clients
Schwab 100%
$227M
11597
Gilpin Wealth Management LLCGolden, CO · 191 clients
Schwab 98%
$227M
11598
Successful Money Strategies IncFall River, MA · 273 clients
Schwab 100%
$227M
11599
RM Sincerbeaux Capital Management, LLC.New York, NY · 15 clients
Goldman Sachs 100%
$227M
11600
Dumaine Investments LLCNew Orleans, LA · 156 clients
Schwab 100%
$227M
11601
Retirement Wealth Solutions LLCMarshfield, WI · 188 clients
Schwab 100%
$227M
11602
Premier Estate Planners, LLCClinton Township, MI · 584 clients
Axos 68%Schwab 32%
$227M
11604
Naples Wealth PlanningBonita Springs, FL · 226 clientsHybrid
Schwab 100%
$227M
11606
Structured Wealth Management, Inc.Toledo, OH · 527 clients
No custodian reported
$227M
11609
Arrien Investments, Inc.Boise, ID · 449 clients
Pershing 100%
$227M
11610
Mindoro Capital Partners LLC11 clients
Schwab 100%
$226M
11611
Connected Wealth Solutions, LLCLa Grande, OR · 318 clients
Fidelity 100%
$226M
11612
D.H. Hill Advisors, Inc.Kingwood, TX · 938 clientsHybridD.H. Hill Securities, Lllp
Schwab 100%
$226M
11613
Mentor Capital Management Inc.Chicago, IL · 227 clients
Schwab 100%
$226M