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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13735
Tsai Capital Corporation52 clients
Stifel, Nicolaus & Company, Incorporated 76%Pershing 24%
$148M
13736
Tax Efficient Asset Management Solution, Inc.Newport Beach, CA · 87 clients
Schwab 88%
$148M
13737
Skyline Financial NorthwestPortland, OR · 133 clients
Schwab 100%
$148M
13738
Dreher Financial PartnersSouthern Pines, NC · 184 clients
Schwab 100%
$148M
13739
Quorus Inc.Westport, CT · 174 clientsPublic-company owned
Schwab 99%
$148M
13741
Stavis Wealth Transfer SolutionsHouston, TX · 21 clientsHybrid
Fidelity 100%
$148M
13742
Mueller WealthMishicot, WI · 395 clients
Schwab 100%
$148M
13743
Nich Capital Partners, Inc.69 clients
LPL Financial 100%
$148M
13744
Broadwing Capital Advisors, Inc.Larkspur, CA · 63 clients
Schwab 100%
$148M
13745
Axia Wealth Management IncBend, OR · 163 clients
Schwab 100%
$148M
13746
Total Wealth SolutionsLos Altos, CA · 82 clientsWrap sponsorHybrid
LPL Financial 100%
$148M
13747
Barrett Wealth Connection LLCSpring Grove, IL · 177 clients
Schwab 81%
$148M
13748
Paller Financial Services, Inc.Centennial, CO · 161 clients
Schwab 100%
$148M
13749
Geovest Advisors IncFairport, NY · 150 clients
Schwab 100%
$148M
13750
Perkins Capital Management IncWayzata, MN · 133 clients
RBC 100%
$148M
13751
Bulwark Capital Corporation71 clients
Schwab 100%
$148M
13754
Tuve Investment Management, Inc.Waterloo, IA · 523 clients
Schwab 100%
$148M
13756
Financial Avenues97 clients
Schwab 91%
$148M
13758
Plan2thrive FinancialEldridge, IA · 245 clients
SEI 89%
$148M
13759
Stembrook Asset Management, LLCRed Bank, NJ · 37 clients
Schwab 100%
$148M
13760
Renaissance AdvisorsRidgeland, MS · 343 clients
RBC 100%
$147M
13761
Chung WU Investment Group, LLCSugar Land, TX · 127 clients
Raymond James 100%
$147M
13762
Peachcap Tax & Advisory, LLCAtlanta, GA · 248 clientsWrap sponsorHybridPeachcap Securities, Inc.
Axos 81%
$147M
13763
Edmp, Inc.Lutz, FL · 115 clients
Schwab 100%
$147M
13764
Blue Bear Financial, LLC163 clients
Schwab 100%
$147M
13765
FIT Wealth ManagementCentennial, CO · 214 clients
Schwab 100%
$147M
13766
Outlook Capital Management, LLCArlington Heights, IL · 90 clients
No custodian reported
$147M
13767
Chelsea Advisory Services, IncStaten Island, NY · 552 clientsHybridChelsea Morgan Securities, Inc.
Hilltop Securities 100%
$147M
13768
Rabe Investment Consulting GroupRichfield, OH · 142 clientsWrap sponsor
TradePMR / Robinhood 100%
$147M
13769
Horizon WealthDenver, CO · 163 clientsWrap sponsorHybrid
Schwab 83%
$147M
13770
Cross Border Financial Planning USA LLCPhiladelphia, PA · 166 clientsWrap sponsor
Schwab 100%
$147M
13771
DBA Big Money Retirement and Big RetirementGreenville, SC · 864 clients
Schwab 100%
$147M
13772
Wealthpoint AdvisorsCramerton, NC · 380 clients
Schwab 100%
$147M
13773
Spark Financial AdvisorsRichmond, VA · 164 clients
Fidelity 51%Altruist 32%
$147M
13775
Elite Life Management LLCErie, PA · 91 clientsAffiliated broker-dealerHBK Sorce Brokerage LLC
Schwab 100%
$147M
13776
Entelevest, LLCCoral Gables, FL · 162 clients
Schwab 100%
$147M
13777
The Prosperity PeopleBellevue, KY · 170 clients
Schwab 100%
$147M
13778
Holbrook Global StrategiesPalo Alto, CA · 35 clients
No custodian reported
$147M
13779
Heritage Capital, LLCWoodbridge, CT · 146 clients
Axos 100%
$147M
13780
Koon Financial Planning & Consulting/kfp&cGreenwood, IN · 163 clients
No custodian reported
$147M