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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2930
Manchester Capital Management LLCManchester, VT · 234 clients
Schwab 100%
$2.8B
2933
Fragasso Financial AdvisorsSewickley, PA · 2,205 clientsHybrid
Schwab 100%
$2.8B
2937
Trek FinancialScottsdale, AZ · 4,688 clients
Schwab 100%
$2.8B
2947
Cordoba Advisory Partners LLCNew York, NY · 62 clients
J.P. Morgan 63%
$2.8B
2948
Angeles Wealth Management, LLCSanta Monica, CA · 212 clients
Schwab 100%
$2.8B
2949
L 1 Global Wealth LLCCoconut Grove, FL · 17 clientsHybrid
No custodian reported
$2.8B
2952
Strategic Financial ServicesUtica, NY · 1,336 clients
Schwab 100%
$2.8B
2957
Paul Comstock PartnersHouston, TX · 120 clients
Schwab 80%
$2.8B
2962
Titleist Asset Management, LLCSan Antonio, TX · 2,151 clientsHybridTitleist Capital, LLC
Schwab 39%Raymond James 31%Fidelity 30%
$2.8B
2963
Diversified, LLCWilmington, DE · 2,002 clientsHybrid
SEI 82%
$2.8B
2965
Berkshire Asset Management, LLCWilkes-Barre, PA · 2,479 clientsHybridIM Global US Distributors LLC
Schwab 57%Wells Fargo 43%
$2.8B
2969
Johnson BrunettiWethersfield, CT · 6,044 clientsAffiliated broker-dealerAlera Securities LLC
Fidelity 100%
$2.8B
2970
LRI InvestmentsPalm Beach Gardens, FL · 582 clientsHybrid
Pershing 0%
$2.8B
2971
Ohana AdvisorsSan Rafael, CA · 22 clients
No custodian reported
$2.8B
2975
MarinerOverland Park,, KS · 3,537 clientsAffiliated broker-dealerMsec, LLC, W G Securities, LLC, clears through National Financial Services (Fidelity)
Fidelity 100%
$2.8B
2985
Turtle Creek Wealth Advisors, LLCDallas, TX · 140 clientsPublic-company owned
Schwab 100%
$2.8B
2989
A16z Perennial Management, L.P.Menlo Park, CA · 73 clients
Fidelity 100%
$2.8B
2994
Guardian Wealth Advisors, LLCRaleigh, NC · 2,262 clientsHybrid
Schwab 100%
$2.7B
2997
Abner Herrman & Brock, LLCJersey City, NJ · 2,403 clientsWrap sponsor
UBS 29%LPL Financial 28%Fidelity Distributors Company 27%
$2.7B
2998
Bison Wealth, LLCAtlanta, GA · 9,003 clientsHybrid
Fidelity 65%Schwab 35%
$2.7B
3001
CFS Investment Advisory Services LLCTotowa, NJ · 1,238 clients
Schwab 66%
$2.7B
3003
Rembert Pendleton JacksonVienna, VA · 1,458 clientsBank-affiliated
Schwab 100%
$2.7B
3006
RTD Financial Advisors IncPhiladelphia, PA · 837 clients
Schwab 78%
$2.7B
3009
Bill FEW Associates, Inc.Sewickley, PA · 2,972 clientsWrap sponsor
Pershing 100%
$2.7B
3014
ARS Investment Partners, LLCNew York, NY · 380 clientsAffiliated broker-dealerVentum Financial (US) Corp., Ventum Financial Corp
Pershing 100%
$2.7B
3018
Sagewood Asset Management LPNew York, NY · 255 clients
Stifel, Nicolaus & Company, Incorporated 43%Morgan Stanley 41%
$2.7B
3029
NPF Investment AdvisorsGrand Rapids, MI · 993 clients
Fidelity 85%
$2.7B
3033
Stadion Money Management, LLCWatkinsville, GA · 49,626 clientsWrap sponsor
Fifth Third Bancorp (lincoln) 37%State Street 28%
$2.7B
3038
Valley Wealth Managers, Inc.Paramus, NJ · 969 clientsBank-affiliatedHybridValley Financial Management, Inc.
Schwab 65%Pershing 24%
$2.7B
3040
Main Street Research LLCLakeville, CT · 1,031 clients
Schwab 100%
$2.7B
3044
McAdam LLCRadnor, PA · 5,551 clientsHybrid
Schwab 100%
$2.7B
3047
Pine Valley InvestmentsMarlton, NJ · 2,113 clientsHybrid
Schwab 100%
$2.7B
3052
Rock Harbor Partners LLCLarchmont, NY · 63 clients
Schwab 100%
$2.7B
3053
Phillips and Company Advisors LLCPortland, OR · 1,273 clients
Schwab 100%
$2.7B
3054
Mitchell, McLeod, Pugh & Williams, Inc.Mobile, AL · 1,046 clients
Schwab 89%
$2.7B
3055
Legacy Wealth Management, LLCMemphis, TN · 1,475 clients
Schwab 60%Fidelity 40%
$2.7B
3058
IPI Wealth Management, Inc.Decatur, IL · 13,260 clientsHybridInvestment Planners, Inc., clears through RBC Capital Markets
Schwab 100%
$2.7B
3059
Garde Capital, Inc.Seattle, WA · 512 clients
Schwab 100%
$2.7B
3062
Osborne PartnersSan Francisco, CA · 734 clients
Schwab 100%
$2.7B
3068
Foster VictorGreenville, SC · 1,728 clients
Schwab 100%
$2.6B