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

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

11894
Kinetic Wealth Investment Advisors, LLCWestlake, OH · 179 clientsHybrid
LPL Financial 100%
$215M
11895
Noblebridge Wealth376 clientsHybrid
Schwab 100%
$215M
11898
Wealth With NO Regrets®Alpharetta, GA · 232 clients
Schwab 100%
$214M
11899
4thought Financial Group Inc.Syosset, NY · 344 clientsWrap sponsor
Goldman Sachs 100%
$214M
11900
Continuity Wealth Management, Corp.Portland, OR · 270 clients
Schwab 100%
$214M
11901
Wealthtrak AdvisorsVirginia Beach, VA · 278 clientsHybrid
Schwab 100%
$214M
11902
Sage Hill CapitalAnn Arbor, MI · 79 clients
Schwab 100%
$214M
11903
Ponta Wealth Partners, LLCWinter Park, FL · 24 clients
Raymond James 86%
$214M
11905
Viable206 clientsHybrid
Schwab 100%
$214M
11906
Objective Capital Management, LLCFairlawn, OH · 115 clients
Fidelity 100%
$214M
11909
Adaptive Wealth EngineeringLas Vegas, NV · 113 clients
Schwab 100%
$214M
11911
Premis Advisors, LLCAtlanta, GA · 8 clients
Schwab 100%
$214M
11912
Compass Planning Associates, Inc.72 clients
Fidelity 100%
$214M
11913
Insight Financial ServicesOverland Park, KS · 444 clients
Fidelity 100%
$214M
11914
Retiremitten Financial LLCClarkston, MI · 217 clients
Schwab 100%
$214M
11915
Locker Financial Services, LLCVerona, NJ · 141 clients
Schwab 100%
$214M
11917
A4 Wealth Advisors LLCHuntersville, NC · 587 clientsHybrid
Schwab 100%
$214M
11918
Lindahl & Mansager IncFairlawn, OH · 281 clients
Schwab 100%
$214M
11919
Global Trust Wealth Management LLCWest Palm Beach, FL · 91 clients
Fidelity 80%
$214M
11920
Coastline Complete Wealth LLCBluffton, SC · 186 clientsWrap sponsor
Raymond James 100%
$214M
11921
Daniels & Erickson Financial Advisors, LLCDallas, TX · 65 clients
Fidelity 100%
$214M
11922
Argyle Capital Partners, LLCLos Angeles, CA · 179 clients
Schwab 100%
$214M
11923
Gunn & Company Investment Management, Inc.Jacksonville, FL · 183 clients
Fidelity 100%
$214M
11924
Floyd Capital ManagementTexarkana, TX · 308 clients
Schwab 100%
$214M
11926
Cedarwood WealthHighlands Ranch, CO · 115 clients
Fidelity 100%
$213M
11927
Signal Tree Financial Partners LLCCopley, OH · 123 clients
Schwab 100%
$213M
11930
Elite Income Advisors, Inc.Ellicott City, MD · 662 clients
Schwab 100%
$213M
11931
Miai, Inc.Dallas, TX · 276 clientsHybridMaplewood Investments, Inc.
Fidelity 100%
$213M
11933
AO Wealth AdvisoryUrbandale, IA · 311 clients
Schwab 100%
$213M
11934
Dominguez Wealth Management Solutions, Inc.Williamsburg, VA · 192 clientsHybrid
Schwab 100%
$213M
11936
Simmons Capital GroupHalfmoon, NY · 463 clientsWrap sponsorHybrid
Pershing 100%
$213M
11937
Financial Freedom HouseWaterford, MI · 533 clients
Schwab 74%Fidelity 26%
$213M
11938
Sensenig Capital Advisors, Inc.Collegeville, PA · 145 clients
Schwab 100%
$213M
11939
Mathis Wealth ManagementPhoenix, AZ · 310 clientsHybrid
Axos 78%
$213M
11940
Sacks & Associates, LLCWarren, NJ · 144 clients
Schwab 100%
$213M
11941
BCK Partners, Inc.Corning, NY · 180 clients
Schwab 100%
$213M
11942
Gibraltar Wealth Management, LLCAbington, PA · 92 clients
Schwab 100%
$213M
11943
Financial Planning ServicesFort Wayne, IN · 489 clientsHybrid
Pershing 78%
$213M
11944
Harding Wealth, Inc.Tempe, AZ · 169 clients
Schwab 83%
$213M
11946
UP Capital Management, Inc.167 clients
Schwab 100%
$213M