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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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

3443
John Hancock Personal Financial Services, LLCBoston, MA · 35,589 clientsBank-affiliatedHybridJohn Hancock Distributors LLC, John Hancock Investment Management Distributors LLC
John Hancock Trust Company 58%Pershing 42%
$2.2B
3445
Raga Partners LPNew York, NY · 1 clients
Nydig Trust Company 100%
$2.2B
3450
Wealthplan Investment Management LLCOmaha, NE · 2,145 clients
Schwab 100%
$2.2B
3451
Nadler Financial Group, Inc.Deerfield, IL · 1,072 clientsHybrid
Schwab 100%
$2.2B
3455
The Investment Counsel CompanyLas Vegas, NV · 410 clients
Schwab 100%
$2.2B
3458
Joel R. Mogy Investment Counsel Inc.Beverly Hills, CA · 278 clients
Schwab 62%Citi 38%
$2.2B
3460
Condor Capital Wealth ManagementMartinsville, NJ · 879 clients
Schwab 100%
$2.2B
3467
Sigma Investment CounselorsNorthville, MI · 775 clients
Schwab 54%Fidelity 46%
$2.2B
3471
PDS Planning IncDublin, OH · 614 clients
Schwab 100%
$2.2B
3472
Zuckerman Investment GroupChicago, IL · 439 clients
Schwab 54%Pershing 28%
$2.2B
3475
Abacus Planning Group, Inc.Columbia, SC · 328 clients
Schwab 100%
$2.2B
3476
Octavia Wealth Advisors LLCCincinnati, OH · 3,803 clientsHybrid
Schwab 100%
$2.2B
3481
Evolve Private Wealth, LLCLos Angeles, CA · 679 clients
Fidelity 100%
$2.1B
3482
Root Financial PartnersAustin, TX · 858 clients
Schwab 80%
$2.1B
3483
Private AdvisoryRedmond, WA · 929 clients
Schwab 100%
$2.1B
3485
Ethos Financial Group, LLCKing of Prussia, PA · 1,808 clientsHybrid
Schwab 88%
$2.1B
3486
Financial Management Network IncMission Viejo, CA · 1,528 clientsHybridFMN Capital Corporation, clears through National Financial Services (Fidelity)
Fidelity 100%
$2.1B
3489
Van Hulzen Financial AdvisorsEl Dorado Hills, CA · 1,499 clientsAffiliated broker-dealerWedbush Securities Inc.
Schwab 68%
$2.1B
3490
Coastedge Partners, LLCSan Diego, CA · 183 clients
Schwab 100%
$2.1B
3496
Pinnacle AdvisorsMansfield, OH · 1,088 clients
Schwab 100%
$2.1B
3498
Next Capital Management LLCNew York, NY · 320 clientsHybrid
Schwab 100%
$2.1B
3503
Roundview Capital, LLCPrinceton, NJ · 565 clients
Schwab 83%
$2.1B
3512
Suncoast Equity Management, LLCTampa, FL · 870 clients
Schwab 100%
$2.1B
3515
Vanderbilt Advisory ServicesWoodbury, NY · 6,470 clientsHybridArk Global, LLC, Impactu.investments, LLC, clears through National Financial Services (Fidelity)
No custodian reported
$2.1B
3520
Elser Financial Planning, Inc.Indianapolis, IN · 584 clients
Schwab 100%
$2.1B
3523
The Wealth Alliance, LLCMelville, NY · 1,232 clientsWrap sponsorHybrid
Fidelity 100%
$2.1B
3526
Ameraudi Asset Management, Inc.New York, NY · 968 clientsBank-affiliatedHybridAmeraudi Investment Services LLC, clears through Pershing
Pershing 65%Stonex Financial 26%
$2.1B
3530
Ascentis Independent Advisors, LLCDallas, TX · 2,815 clientsHybrid
Raymond James 55%Schwab 45%
$2.1B
3533
Adell Harriman & CarpenterHouston, TX · 819 clients
Fidelity 100%
$2.1B
3535
First Heartland Consultants, Inc.Lake St. Louis, MO · 6,461 clientsWrap sponsorHybridFirst Heartland Capital, Inc.
Pershing 100%
$2.1B
3543
Indivisible PartnersClearwater, FL · 676 clients
Fidelity 90%
$2.1B
3548
Eubel Brady & SuttmanMiamisburg, OH · 816 clients
Schwab 100%
$2.1B
3550
Segment Wealth Management, LLCHouston, TX · 236 clients
Schwab 100%
$2.1B
3551
Tortoise Investment Management, LLCWhite Plains, NY · 504 clients
Fidelity 100%
$2.1B
3552
Avestar Capital, LLCNew York, NY · 187 clients
Schwab 60%Pershing 40%
$2.1B
3556
Ellenbecker Investment GroupWaukesha, WI · 2,283 clients
Schwab 100%
$2.1B
3559
Cahaba Wealth Management, Inc.Atlanta, GA · 892 clients
Fidelity Distributors Company 100%
$2.1B
3564
Beese Fulmer Private Wealth ManagementCanton, OH · 843 clients
Schwab 88%
$2.1B
3567
Quent Capital, LLCNew York, NY · 384 clients
Pershing 54%Fidelity 40%
$2.1B
3569
Clear Harbor Asset Management, LLCStamford, CT · 820 clients
Pershing 73%Schwab 27%
$2.1B