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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424
CWM, LLCOmaha, NE · 52,669 clientsHybridCarson Group Brokerage, LLC, Northwest Capital Management Inc
Schwab 70%Fidelity 30%
$51B
425
Moneta Group Investment Advisors, LLCSt. Louis, MO · 9,163 clients
Schwab 71%Commerce Trust 29%
$51B
433
Vestmark Advisory Solutions, Inc.Wakefield, MA · 84,069 clientsWrap sponsor
UBS 40%Schwab 23%
$50B
434
AE Wealth Management, LLCTopeka, KS · 128,073 clientsWrap sponsorHybridAE Financial Services, LLC, Madison Avenue Securities, LLC, clears through National Financial Services (Fidelity)
Fidelity 59%Schwab 41%
$50B
441
SCS Capital Management LLCBoston, MA · 589 clientsAffiliated broker-dealer
Fidelity 54%Pershing 24%
$49B
444
Capital Group Private Client Services, Inc.LOS Angeles, CA · 9,843 clientsBank-affiliatedAffiliated broker-dealerCapital Client Group, Inc.
BNY 100%
$48B
448
Wealthfront Advisers LLCPalo Alto, CA · 518,639 clientsWrap sponsorHybridWealthfront Brokerage LLC, clears through RBC Capital Markets
RBC 100%
$48B
466
Canterbury Consulting IncorporatedNewport Beach, CA · 172 clients
Northern Trust 89%
$46B
470
EP Wealth AdvisorsTorrance, CA · 20,738 clients
Schwab 76%Fidelity Distributors Company 24%
$45B
483
Newedge AdvisorsNew Orleans, LA · 49,898 clientsWrap sponsorHybridNewedge Securities, LLC
Fidelity 36%LPL Financial 28%
$43B
484
Wells Fargo Investment Institute, Inc.Charlotte, NC · 12,216 clientsBank-affiliatedHybridWells Fargo Advisors Financial Network, LLC, Wells Fargo Bank, National Association
Wells Fargo 100%
$43B
492
LidoLOS Angeles, CA · 13,800 clientsHybridLido Securities, LLC
Fidelity 70%Schwab 30%
$43B
504
Focus Advisor Solutions, LLCSt. Louis, MO · 35,101 clientsHybrid
Schwab 70%
$41B
520
BMO Private Investment Counsel Inc.Toronto, Ontario, Canada · 33,143 clientsBank-affiliatedAffiliated broker-dealerBMO Capital Markets Corp., BMO Capital Markets Limited
BMO Trust 100%
$40B
540
First Manhattan Co. LLCNew York, NY · 6,294 clientsWrap sponsorHybridFirst Manhattan Securities LLC, clears through Pershing
Pershing 100%
$38B
552
Rockefeller Capital ManagementNew York, NY · 6,490 clientsHybridRockefeller Financial LLC
Fidelity 100%
$37B
562
BBR Partners, LLCNew York, NY · 245 clients
Schwab 100%
$36B
573
Clark Capital Management Group IncPhiladelphia, PA · 36,013 clientsBank-affiliatedHybridCarillon Fund Distributors, Inc., Cebile Capital LLP
Assetmark Trust 100%
$36B
588
Sanctuary Advisors, LLCMiami, FL · 19,540 clientsWrap sponsorHybridSanctuary Securities, Inc.
Pershing 50%Schwab 37%
$35B
594
Wealthspire AdvisorsNew York, NY · 9,973 clients
Schwab 75%
$34B
599
Clearstead; Clearstead Advisory SolutionsCleveland, OH · 4,819 clients
Fidelity 50%Schwab 50%
$34B
602
Allworth Financial, L.P.Folsom, CA · 29,297 clientsWrap sponsorHybridHanson McClain Retirement Network, LLC
Schwab 62%Fidelity 38%
$34B
604
BNY Mellon Advisors, Inc.New York, NY · 125,701 clientsBank-affiliatedHybridBNY Mellon Asset Management Canada LTD., BNY Mellon Capital Markets, LLC, clears through Pershing
Pershing 100%
$33B
619
Sequoia Financial Group, L.L.C.Akron, OH · 11,218 clientsHybrid
Schwab 67%Fidelity 33%
$32B
622
Eagle Strategies LLCNew York, NY · 133,900 clientsWrap sponsorHybridNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)
Fidelity 100%
$32B
626
Goldman Sachs Wealth Services, L.P.Cohoes, NY · 117,699 clientsBank-affiliatedHybridGoldman Sachs & Co. LLC, Goldman Sachs Financial Markets, L.P.
Goldman Sachs 83%
$32B
634
Tiedemann Advisors, LLCNew York, NY · 461 clientsPublic-company ownedAffiliated broker-dealer
Fidelity 70%
$31B
651
HB WealthAtlanta, GA · 5,459 clients
Schwab 88%
$30B
658
Waverly Advisors, LLCBirmingham, AL · 13,689 clientsBank-affiliated
Schwab 77%Fidelity 23%
$30B
687
Silvercrest Asset Management Group LLCNew York, NY · 1,205 clientsPublic-company owned
Schwab 52%Pershing 48%
$28B
704
Plante Moran Financial AdvisorsSouthfield, MI · 4,009 clientsHybridP & M Corporate Finance, LLC, Plante Moran Insurance Agency Services, LLC
No custodian reported
$27B
710
Arax Advisory PartnersNew York, NY · 15,662 clientsHybridUsca Securities LLC, clears through National Financial Services (Fidelity)
Fidelity 58%Schwab 32%
$27B
713
Summit Financial, LLCParsippany, NJ · 18,393 clientsWrap sponsorHybridLS Securities, LLC
Fidelity 60%Schwab 23%
$26B
719
1919 Investment Counsel, LLCBaltimore, MD · 5,169 clientsBank-affiliatedAffiliated broker-dealerEaton Partners (UK) LLP, Keefe, Bruyette & Woods, Inc., clears through Stifel
Schwab 35%Fidelity 33%
$26B
734
H&h International Investment, LLCPalo Alto, CA · 2 clients
Interactive Brokers 59%Schwab 41%
$25B
749
United Capital Financial AdvisorsIrving, TX · 25,510 clientsPublic-company ownedHybrid
Schwab 64%Fidelity 36%
$25B
759
First Command Advisory ServicesFort Worth, TX · 113,591 clientsBank-affiliatedHybridFirst Command Brokerage Services, Inc.
No custodian reported
$24B
781
Stonehage FlemingLondon, Greater London, United Kingdom · 725 clientsAffiliated broker-dealerStonehage Fleming Dealing and Treasury Services (UK) Limited, Stonehage Fleming Dealing and Treasury Services (jersey) Limited
Multrees 51%Stonehage Fleming Dealing & Treasury Services 33%
$24B
790
Integrated Wealth Concepts LLCWaltham, MA · 29,848 clientsHybrid
LPL Financial 39%Fidelity 34%Schwab 27%
$24B
795
Oxford Financial Group, LTDCarmel, IN · 697 clients
Fidelity 100%
$23B