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

11675
Bright Angel Advisors LLCSt. Paul, MN · 35 clients
Schwab 100%
$224M
11676
Mainstream Capital ManagementLos Angeles, CA · 170 clientsHybrid
Raymond James 73%Schwab 27%
$224M
11678
Kokua Capital Management96 clients
Schwab 100%
$224M
11679
Wealth Teams AllianceIrvine, CA · 812 clientsHybrid
Axos 72%Schwab 28%
$224M
11680
JHP Wealth Management, LLCCentennial, CO · 124 clients
Schwab 100%
$224M
11681
Easley Investment Consultants, Inc.Ridgeland, MS · 357 clientsWrap sponsor
Schwab 100%
$224M
11682
Pacific Peak Advisors, LLCKetchum, ID · 186 clientsHybrid
Fidelity 100%
$224M
11683
Gevers Wealth ManagementIssaquah, WA · 168 clients
Schwab 100%
$224M
11685
Sterling Wealth Advisors, Inc.Plantation, FL · 80 clients
Schwab 100%
$224M
11686
Beacon Capital Advisory GroupCharlotte, NC · 184 clients
Fidelity 100%
$224M
11687
Noble Wealth Management, Inc.Newport Beach, CA · 233 clientsHybrid
Schwab 99%
$223M
11688
Valley Brook Capital GroupVenetia, PA · 204 clients
Schwab 100%
$223M
11689
Branson Frank A IncPalo Alto, CA · 12 clients
U. S. Bank 100%
$223M
11690
Wincap Financial LLCBoston, MA · 270 clientsWrap sponsor
Schwab 67%Fidelity 33%
$223M
11691
Spring Capital ManagementAmarillo, TX · 139 clientsWrap sponsorHybrid
Schwab 100%
$223M
11692
Essential Investment Partners, LLCEnglewood, CO · 79 clients
No custodian reported
$223M
11693
Whalen FinancialLas Vegas, NV · 400 clients
Schwab 94%
$223M
11694
Tortuga Wealth ManagementTorrance, CA · 358 clientsWrap sponsorHybrid
LPL Financial 100%
$223M
11695
Three Peaks Capital Management, LLCCastle Rock, CO · 72 clients
BOK Financial 73%
$223M
11697
Davinci Financial DesignsColumbia, SC · 353 clientsWrap sponsorHybrid
LPL Financial 100%
$223M
11698
Carey Wealth ManagementSan Ramon, CA · 102 clientsWrap sponsor
Schwab 100%
$223M
11699
Aldebaran Financial IncKingsport, TN · 366 clients
Schwab 100%
$223M
11700
Sharpepoint, LLCPhoenix, AZ · 491 clients
Schwab 100%
$223M
11701
Crossgen Wealth LLCGreenville, NC · 150 clientsWrap sponsor
Raymond James 100%
$223M
11703
Milestones Private Investment Advisors LLCFairport, NY · 254 clients
Schwab 100%
$223M
11705
RWM Capital, LLCSugar Land, TX · 1,439 clients
Schwab 100%
$222M
11706
KMT Wealth Management, LLCHermosa Beach, CA
Schwab 100%
$222M
11707
Capital Preservation Partners, Inc.Bronxville, NY · 417 clients
No custodian reported
$222M
11709
Flax Pond Capital, LLC120 clients
Fidelity 100%
$222M
11710
Q Capital Solutions233 clients
Schwab 100%
$222M
11711
Colrain Capital LLCBoston, MA · 87 clients
Pershing 46%Schwab 37%
$222M
11712
Maclean Capital Advisors, LLCIndian Wells, CA · 160 clientsHybrid
Schwab 100%
$222M
11713
Phillip James Financial Co.Plymouth, MN · 114 clients
Schwab 100%
$222M
11714
Ring Mountain Capital, LLCTiburon, CA · 429 clients
Schwab 100%
$222M
11715
Mangan Wealth ManagementSeattle, WA · 173 clients
No custodian reported
$222M
11716
Bischoff Wealth Management Group, LLCGreenwood, IN · 378 clientsWrap sponsor
Wells Fargo 100%
$222M
11717
Sincerus Advisory169 clients
Schwab 100%
$222M
11718
Cross Border Wealth, LLCNew York, NY · 531 clients
Novia Global 43%Schwab 37%
$222M
11720
Via IV Investments, LLCBurr Ridge, IL · 532 clients
Fidelity 87%
$222M
11721
Addicus Advisory, LLCTupelo, MS · 133 clients
LPL Financial 100%
$222M