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

12570
Journey Retirement Planning and Investment Management, LLCAmmon, ID · 637 clients
Schwab 100%
$187M
12572
Comprehensive Financial ConsultantsCicero, IN · 392 clients
Schwab 100%
$187M
12573
Harbor Asset Planning, Inc.99 clients
Fidelity 100%
$187M
12575
Helmsman Financial Group, LLCWoodinville, WA · 98 clients
Schwab 100%
$187M
12576
Ward & AssociatesSan Diego, CA · 55 clients
No custodian reported
$187M
12578
Advice & Planning Services LLCYoungwood, PA · 319 clientsHybrid
Schwab 0%Altruist 0%
$187M
12580
City Center Advisors, LLCTroy, MI · 439 clients
Schwab 100%
$187M
12582
Fjell CapitalFargo, ND · 205 clients
Schwab 100%
$187M
12585
Eliot Finkel Investment Counsel, LLCBeverly Hills, CA · 73 clients
Schwab 100%
$187M
12586
Alpha Omega Financial87 clients
Schwab 100%
$187M
12587
Dutch Asset CorporationSelkirk, NY · 228 clients
Interactive Brokers 100%
$187M
12588
Picea Capital LLCMiami, FL · 15 clients
J.P. Morgan 46%Citi 46%
$187M
12589
Wealth Management of the Bluegrass, LLC.Lexington, KY · 159 clients
Schwab 100%
$187M
12590
ASL Financial, LLCLos Gatos, CA · 190 clientsWrap sponsorHybrid
Pershing 100%
$187M
12591
365 Wealth Management GroupMason, OH · 560 clientsWrap sponsor
Schwab 100%
$187M
12594
Advocate Investing ServicesWoodbine, MD · 225 clientsHybrid
LPL Financial 100%
$187M
12595
Alvin Clay Financial Advisors, LLCJenkintown, PA · 178 clients
SEI 82%
$187M
12597
Block Wealth Management, Inc80 clients
Schwab 82%
$186M
12600
Eliot Rose Wealth Management, LLCProvidence, RI · 141 clients
Schwab 100%
$186M
12601
CEF Advisors94 clients
Schwab 100%
$186M
12602
Winthrop Partners - WNY, LLCOrchard, NY · 302 clients
Raymond James 100%
$186M
12604
Granite Financial GroupBrookfield, WI · 252 clientsHybrid
LPL Financial 100%
$186M
12606
Merited Wealth, LLCNorth Bay Village, FL · 186 clients
Fidelity 83%
$186M
12607
Eagle Investment AdvisorsDowningtown, PA · 132 clients
Raymond James 100%
$186M
12608
Total Wealth Services, LLCWestlake Village, CA · 162 clients
Schwab 100%
$186M
12609
Gibson Wealth Advisors, LLC193 clients
Schwab 100%
$186M
12610
Vigil Wealth Management, LLCPonte Vedra Beach, FL · 176 clientsWrap sponsor
Schwab 100%
$186M
12611
Ridge Capital Management, LLCJohn Creek, GA · 340 clientsHybrid
Pershing 100%
$186M
12612
Hillspring Financial, Inc.Surprise, AZ · 270 clients
Schwab 100%
$186M
12613
Schrum Private Wealth Management, LLCSaint Augustine, FL · 173 clients
Schwab 78%Fidelity 22%
$186M
12614
Retirement Financial Group, LLCBeaumont, TX · 440 clients
Fidelity Distributors Company 100%
$186M
12615
Hudson Portfolio Management LLCGarrison, NY · 83 clients
Schwab 100%
$186M
12616
Oak Capital Advisors58 clients
No custodian reported
$186M
12617
The Kocen Financial Group, Inc.Rancho Mirage, CA · 222 clients
Schwab 51%SEI 49%
$186M
12618
Lifetime Wealth Management, LLC156 clients
Schwab 100%
$186M
12619
Liberty Atlantic AdvisorsFlorence, Italy · 137 clients
Schwab 100%
$186M
12620
Diamond Client Group, LLCThe Woodlands, TX · 436 clientsHybrid
Schwab 100%
$186M
12621
S.F. Ehrlich Associates, Inc.Cranford, NJ · 117 clients
Schwab 100%
$186M
12623
Doheny Asset Management, L.L.C.Los Angeles, CA · 48 clients
Schwab 66%Citi 24%
$186M
12624
First Mason Financial, LLCMedina, OH · 383 clients
Fidelity Distributors Company 99%
$186M