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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12732
New Dimensions Wealth Management, L.L.C.Allen, TX · 111 clients
Schwab 100%
$182M
12733
Lakeshore Capital Group, Inc.Rolling Meadows, IL · 230 clients
Fidelity Distributors Company 100%
$181M
12734
Spahn Wealth & Retirement LLCScottsdale, AZ · 133 clients
Schwab 100%
$181M
12735
Balanced Financial Planning, Inc.Overland Park, KS · 80 clients
Fidelity 100%
$181M
12736
Rutherford Asset Planning, Inc.Tampa, FL · 77 clients
Schwab 100%
$181M
12738
Front Porch Financial AdvisoryCharlotte, NC · 132 clients
Schwab 65%Voya Retirement Advisors 23%
$181M
12739
Private Client Asset Management, Inc.Massapequa, NY · 244 clientsHybrid
Schwab 100%
$181M
12740
WAX Asset Management LLC74 clients
RBC 100%
$181M
12741
Vauban Wealth ManagementGuaynabo, PR · 59 clientsBank-affiliated
No custodian reported
$181M
12744
Chronos Capital Advisors LLCMiami, FL · 6 clients
J.P. Morgan 58%Banco Santander 42%
$181M
12745
Cole Wealth Management, LLCScottsdale, AZ · 281 clients
No custodian reported
$181M
12747
Carry Advisors LLCBrooklyn, NY · 3,375 clientsHybridGlobal Carry LLC
Drivewealth 100%
$181M
12749
Atmos Advisory, LLCPittsburgh, PA · 90 clients
Schwab 100%
$181M
12750
Cornerstone Investment Advisors, LLCBoulder, CO · 122 clients
Schwab 83%
$181M
12752
Saperston Legacy Advisors, Inc.Hamburg, NY · 436 clients
Schwab 100%
$181M
12753
Ellis Financial PlanningClarksville, TN · 331 clients
Schwab 100%
$181M
12754
Horowitz & Company, Inc.Fort Lauderdale, FL · 206 clients
Schwab 100%
$181M
12755
Richard Brothers, Financial AdvisorsSouth Portland, ME · 173 clientsHybridAllegiance Capital, L.L.C.
Pershing 100%
$181M
12757
Pereon Wealth LLC132 clients
No custodian reported
$181M
12758
Integrity Capital ManagementKingsport, TN · 361 clients
Fidelity 100%
$181M
12760
CYR Financial Inc.Hennepin, IL · 472 clients
Schwab 100%
$181M
12761
Accelerated Wealth Advisors LLCColorado Springs, CO · 571 clients
Schwab 100%
$180M
12763
Roxbury FinancialMount Arlington, NJ · 245 clients
Fidelity 100%
$180M
12764
Woloshin Investment Management, LLCMedford, NJ · 410 clientsWrap sponsor
Schwab 100%
$180M
12765
Vera Lake Capital, LLCEdina, MN · 10 clients
Fidelity 100%
$180M
12766
Steven G. Blum and Associates, LLCSwarthmore, PA · 70 clients
Schwab 52%Fidelity 35%
$180M
12767
Lander & Associates Inc48 clients
Schwab 86%
$180M
12768
Wacker & Associates, Inc.Jackson, MN · 183 clients
Schwab 88%
$180M
12769
Lewis Capital ManagementBeverly Hills, CA · 83 clients
Schwab 100%
$180M
12771
Fleisher, Martin12 clients
Vanguard 56%Schwab 25%
$180M
12774
Ember L. Flack, JD, CFP, CLU, Chfc40 clients
No custodian reported
$180M
12775
Hall Capital, LLCPasadena, CA · 39 clients
Fidelity 100%
$180M
12776
T2 Asset Management, LLCNaperville, IL · 560 clientsHybrid
Schwab 100%
$180M
12780
C2c Wealth Management, LLCScottsdale, AZ · 324 clientsHybrid
Schwab 100%
$180M
12781
Bey-Douglas, LLC Investment CounselMarietta, GA · 150 clients
Schwab 100%
$180M
12783
Winter & Associates, Inc.St. Paul, MN · 208 clients
Schwab 58%Pershing 42%
$180M
12784
Keen Capital, LTDChapin, SC · 113 clients
Schwab 87%
$180M
12785
Stirling Financial GroupSan Diego, CA · 304 clientsWrap sponsorHybrid
LPL Financial 100%
$180M
12787
River City Wealth ManagementJacksonville, FL · 128 clients
Schwab 100%
$180M
12788
Rare Wolf Capital LLCBellevue, WA · 33 clients
Schwab 100%
$180M