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.

Filters

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

13221
Expressive Wealth LLCChicago, IL · 165 clients
Schwab 100%
$165M
13222
Effective Assets124 clients
Schwab 100%
$165M
13223
Morrissey Wealth Management LLCNorth Haven, CT · 162 clients
Schwab 100%
$165M
13224
Runnymede Capital Advisors, Inc.55 clients
Schwab 100%
$165M
13226
Octo Capital, LLCBingham Farms, MI · 136 clients
Schwab 100%
$165M
13227
Breachway Investments, LLCCharlestown, RI · 243 clients
Schwab 100%
$165M
13228
PR Wealth Management GroupEast Moline, IL · 460 clientsHybrid
Schwab 100%
$165M
13230
Financially Speaking IncGreenwood Village, CO · 295 clients
No custodian reported
$165M
13231
Wilkinson Wealth Management, LLCTucson, AZ · 216 clients
Schwab 100%
$165M
13232
The Keystone Financial Alliance, LLCAtlanta, GA · 119 clients
Schwab 100%
$165M
13233
SLO Money ManagersAtascadero, CA · 148 clients
Schwab 88%
$165M
13234
Womack Financial LLCDallas, TX · 141 clients
Schwab 100%
$165M
13237
Bridgeway Wealth Management, LLCCedar Rapids, IA · 256 clientsWrap sponsor
Raymond James 100%
$165M
13238
Demand Wealth61 clientsHybrid
Schwab 100%
$165M
13239
Sage Investment CounselFranklin, TN · 79 clients
Schwab 100%
$165M
13240
Black Barn Financial, LLCAustin, TX · 154 clients
Schwab 98%
$165M
13241
TCMGermantown, TN · 496 clientsHybrid
Raymond James 100%
$165M
13242
Pollock Planning Associates Inc66 clients
Schwab 100%
$165M
13243
Bice Wealth Management LLCMiami, FL · 65 clientsBank-affiliatedAffiliated broker-dealerBice Agente De Valores Limitada, Bice Inversiones Corredores De Bolsa S.A.
Pershing 34%
$164M
13244
Floyd Financial Group LLCSpringfield, MO · 689 clients
Schwab 100%
$164M
13245
RDM Capital Associates IncRed Bank, NJ · 127 clients
Pershing 100%
$164M
13246
Naples Money Management LLCNaples, FL · 184 clients
Fidelity 79%
$164M
13247
Nobscot Investment Management LLCWellesley, MA · 10 clients
Fidelity 100%
$164M
13250
Eagle Wealth Advisors101 clients
No custodian reported
$164M
13253
EHB Financial Resources Managemnt, Inc.Exton, PA · 90 clients
Schwab 100%
$164M
13255
McKinley Money, LLCEau-Claire, WI · 162 clientsWrap sponsor
Schwab 100%
$164M
13256
River Raisin Investment Partners, Inc.Monroe, MI · 574 clients
Schwab 100%
$164M
13257
Curtis Financial Planning76 clients
Schwab 100%
$164M
13258
Thirteen Twenty-Two AdvisorsFort Worth, TX · 398 clientsHybrid
LPL Financial 100%
$163M
13260
The Carroll Group, Inc.8 clients
No custodian reported
$163M
13261
Risley Capital Management LLCEllisville, MO · 160 clients
Schwab 100%
$163M
13262
Foundry Wealth Advisors, LLCBaltimore, MD · 66 clients
Schwab 100%
$163M
13263
Bell City Wealth, Inc.Hillsboro, OH · 347 clients
Raymond James 100%
$163M
13265
Integrity Wealth Management, Inc.Spokane, WA · 169 clients
Fidelity 71%Schwab 29%
$163M
13266
Archambo Financial Advisors, Inc.Bartlesville, OK · 197 clientsHybrid
No custodian reported
$163M
13267
Libertas Wealth Management Group, Inc.Columbus, OH · 319 clientsWrap sponsor
Schwab 100%
$163M
13268
Collie Financial Planning, Inc.Black Mountain, NC · 243 clients
Altruist 65%Schwab 35%
$163M
13269
Decamilla Capital Management LLCSacramento, CA · 155 clients
Schwab 100%
$163M
13271
Private Wealth Management of North Carolina LLCHenderson, NC · 269 clientsWrap sponsor
Schwab 100%
$163M
13272
Five Eleven PartnersGarden City, NY · 5 clients
Fidelity 100%
$163M