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

11617
Denali Wealth Management, Inc.Mequon, WI · 243 clients
Schwab 100%
$226M
11618
Elevation Advisory Partners LLCOrlando, FL · 378 clientsHybrid
Schwab 100%
$226M
11619
Valpey Financial Services LLCConcord, NH · 186 clients
Schwab 100%
$226M
11620
Angelus Investment Consulting, Inc.Coral Gables, FL · 30 clientsHybrid
J.P. Morgan 61%Citi 23%
$226M
11622
Polaris Financial Partners, LLCWesterville, OH · 145 clientsWrap sponsor
Schwab 100%
$226M
11623
Bullseye Investment Management, LLCCincinnciati, OH · 1,120 clients
Axos 100%
$226M
11624
Dragus Capital, LLCCoral Gables, FL · 86 clients
Banco Sabadell Miami Branch 65%Merrill / Bank of America 25%
$226M
11626
Professional FinancialPittsford, NY · 93 clients
Schwab 100%
$226M
11628
Evansbrook Capital Management110 clients
Schwab 100%
$226M
11629
DVB Private WealthHarrisburg, PA · 249 clients
LPL Financial 82%
$226M
11631
Magnolia Financial Planning Services, Inc.Seneca, SC · 278 clients
Schwab 100%
$226M
11632
Weis AdvisoryClive, IA · 716 clientsWrap sponsorHybrid
LPL Financial 100%
$226M
11633
Global Value Investment CorporationMilwaukee, WI · 192 clientsWrap sponsor
Schwab 100%
$226M
11634
D'arcy Capital Management, LLCSan Diego, CA · 106 clients
Fidelity 100%
$226M
11635
Red Mountain Financial PartnersDurango, CO · 314 clientsHybrid
LPL Financial 100%
$226M
11637
Williams Capital Management CompanyWilmette, IL · 22 clients
No custodian reported
$226M
11638
Simplified Wealth ManagementHattiesburg, MS · 712 clients
Schwab 100%
$226M
11639
Miller Wealth Advisors, LLC116 clients
Schwab 100%
$226M
11640
The Tenret Company, LLCTampa, FL · 55 clients
Schwab 100%
$225M
11642
Principium Investments LLC236 clients
Fidelity 100%
$225M
11644
Mindful Wealth LLCGlencoe, IL · 57 clients
Schwab 100%
$225M
11645
Daniel Investment Associates, LLCSanta Barbara, CA · 33 clients
Schwab 100%
$225M
11646
Apex Capital Management, L.L.C.Lafayette, LA · 357 clients
SEI 100%
$225M
11647
The Perspective GroupLawrence, KS · 297 clientsWrap sponsorHybrid
LPL Financial 90%
$225M
11648
Inman Jager Wealth Management, LLCHattiesburg, MS · 246 clients
Raymond James 100%
$225M
11649
Edgewater Pro Sports FinancialAvon, OH · 741 clientsHybrid
Raymond James 100%
$225M
11650
Principia Wealth Advisory, LLCDallas, TX · 156 clients
Schwab 100%
$225M
11652
Capital Advisory Group, Inc.Dallas, TX · 77 clients
Schwab 100%
$225M
11657
Drawbridge CapitalTulsa, OK · 979 clientsHybrid
No custodian reported
$225M
11659
Prato Capital ManagementWhite Plains, NY · 326 clientsWrap sponsor
Schwab 100%
$225M
11660
Allied Private WealthBoca Raton, FL · 228 clients
No custodian reported
$224M
11663
Iadvise PartnersNew York, NY · 20 clients
J.P. Morgan 100%
$224M
11664
Sun Group Wealth Partners LLCIrvine, CA · 353 clientsWrap sponsorHybrid
LPL Financial 100%
$224M
11666
Orca Wealth Management, LLCNew Port Richey, FL · 425 clientsWrap sponsor
TradePMR / Robinhood 100%
$224M
11667
Meritis Wealth Management, Inc.Potomac, MD · 130 clients
Raymond James 100%
$224M
11668
Aligne Wealth Advisors Investment Management (awaim)Los Angeles, CA · 220 clients
LPL Financial 87%
$224M
11670
McAlvany Wealth Management, LLCDurango, CO · 664 clients
Schwab 100%
$224M
11671
Bucket List Wealth Management, LLCThe Villages, FL · 482 clients
Schwab 65%Fidelity 35%
$224M
11672
McAlister, Sweet & Associates, Inc.Houston, TX · 187 clientsWrap sponsor
Schwab 100%
$224M
11674
Alder Financial Group IncAtlanta, GA · 65 clients
Schwab 100%
$224M