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

11723
Adrian DAY Asset ManagementDorado, PR · 147 clients
RBC 100%
$222M
11724
Pacific Park Financial, Inc.Laguna Hills, CA · 211 clients
Schwab 94%
$222M
11726
Hager Investment Management Services, LLCNew London, NH · 178 clients
Schwab 100%
$222M
11727
Diazo, LLCHenderson, NV · 339 clients
Schwab 100%
$222M
11728
Avantra Family Wealth, Inc.Mechanicsburg, PA · 223 clientsHybrid
Schwab 100%
$222M
11729
Carroll Investors, Inc.Mt Pleasant, SC · 88 clients
Raymond James 100%
$221M
11730
Riverglades Family Offices, LLCNaples, FL · 70 clients
Schwab 100%
$221M
11731
Lynx Advisory PartnersCoral Gables, FL · 113 clients
Morgan Stanley 60%Pershing 23%
$221M
11732
Halcyon Global AdvisorsDallas, TX · 154 clientsWrap sponsor
Schwab 100%
$221M
11733
Wisdom Index AdvisorsProsper, TX · 197 clients
Schwab 100%
$221M
11734
Asset Management Advisors, LLCOklahoma City, OK · 101 clients
Schwab 100%
$221M
11737
Lyle & Forsyth Investment ManagersSan Rafael, CA · 79 clients
Schwab 100%
$221M
11738
DWR Wealth Management, LLCSan Jose, CA · 189 clients
Fidelity 100%
$221M
11740
Para Wealth Advisors, Inc.Camas, WA · 257 clients
SEI 100%
$221M
11741
Pullen Investment ManagementBradenton, FL · 90 clients
Schwab 100%
$221M
11743
Kroon & Mitchell Asset Management LLCGrand Rapids, MI · 203 clients
Schwab 100%
$221M
11744
Equitycompass Investment Management, LLCBaltimore, MD · 163 clientsBank-affiliatedHybridEaton Partners (UK) LLP, Keefe, Bruyette & Woods, Inc., clears through Stifel
Stifel, Nicolaus & Company, Incorporated 100%
$221M
11746
McCartney Wealth Management LLCSaint Louis, MO · 154 clients
Schwab 100%
$221M
11750
Strategic Financial Planning, Inc.Plano, TX · 62 clients
Schwab 88%
$221M
11752
Intrinsic Value Partners, LLCPhoenix, AZ · 71 clients
Schwab 100%
$221M
11753
Hughes Warren, Inc.Edmond, OK · 808 clients
Fidelity 100%
$221M
11754
Great Gable Wealth Management, LLCBeverly Hills, CA · 301 clients
Schwab 56%Fidelity 44%
$221M
11756
Haverdink Financial Management, LLCPortage, MI · 181 clients
Schwab 100%
$220M
11757
Blvd Private Wealth, LLCProspect, KY · 137 clients
Schwab 100%
$220M
11758
Lovett Investment Consulting LLC32 clients
Schwab 100%
$220M
11760
Asset Management Strategies, Inc.Indianapolis, IN · 2,110 clients
No custodian reported
$220M
11763
Terra Nova Asset Management LLCNew York, NY · 69 clients
Fidelity 100%
$220M
11765
Cornerstone Financial GroupAppleton, WI · 579 clients
Schwab 100%
$220M
11767
Reicon Wealth Advisors, LLCAtlanta, GA · 59 clients
Fidelity 100%
$220M
11768
Jericho FinancialWesterville, OH · 396 clients
Schwab 100%
$220M
11771
Strategic Swiss Advisors AGWollerau, Switzerland · 5 clientsBank-affiliated
Bank Julius Baer & Co. LTD. 77%UBS 23%
$220M
11772
Robert Priske, LLCHonolulu, HI · 161 clients
No custodian reported
$220M
11774
Alpha Wealth Strategies, LLC36 clients
SEI 88%
$220M
11775
Veritas Wealth ManagementNorth Kingstown, RI · 222 clients
Schwab 100%
$220M
11777
RHS Financial, LLCSan Francisco, CA · 136 clients
Schwab 74%Interactive Brokers 25%
$220M
11779
Elevation Wealth Partners LLC101 clientsHybrid
Schwab 100%
$220M
11780
The Personal Wealth CoachSalado, TX · 233 clients
Pershing 84%
$220M
11782
Copper Leaf Financial, LLCWilliston, VT · 155 clients
Fidelity 68%Schwab 32%
$220M
11783
Newbridge Wealth ManagementBryn Mawr, PA · 154 clients
No custodian reported
$220M
11785
Skyoak Capital, Inc.Las Vegas, NV · 268 clients
Schwab 90%
$219M