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

3573
Natural Investments1,277 clients
Schwab 100%
$2.0B
3576
Inscription Capital, LLCHouston, TX · 456 clientsHybrid
Fidelity 65%
$2.0B
3577
Sofi Wealth LLCSan Francisco, CA · 254,020 clientsBank-affiliatedHybridSofi Securities (hong Kong) Limited, Sofi Securities LLC, clears through Apex Clearing
Apex Fintech 100%
$2.0B
3578
Adviceone Advisory Services, LLCGlastonbury, CT · 1,449 clients
Schwab 86%
$2.0B
3579
PCM Encore, LLCAspen, CO · 176 clients
Morgan Stanley 100%
$2.0B
3581
Doyenne Wealth AdvisorsChicago, IL · 132 clients
Schwab 100%
$2.0B
3583
Minot Deblois Advisors LLCBoston, MA · 203 clients
Fifth Third Bank 93%
$2.0B
3585
Mosaic WealthSt. Louis, MO · 807 clientsHybrid
Fidelity 88%
$2.0B
3590
Operose Advisors LLCMilwaukee, WI · 511 clients
Schwab 100%
$2.0B
3591
Atwood & Palmer, Inc.Kansas City, MO · 525 clients
Fidelity 100%
$2.0B
3595
Provise Management Group, LLCClearwater, FL · 1,190 clientsHybridKestra Investment Services, LLC
Schwab 100%
$2.0B
3596
Capwealth Advisors, LLCFranklin, TN · 1,429 clients
Schwab 100%
$2.0B
3597
Alpen Partners International AGFreienbach, Switzerland · 738 clients
Bank Julius Baer & Co LTD 50%Banque Pictet & CIE S.A. 36%
$2.0B
3598
Washington Crossing Advisors LLCMorristown, NJ · 3,257 clientsBank-affiliatedHybridKeefe, Bruyette & Woods, Inc., Stifel Europe AG, clears through Stifel
Stifel, Nicolaus & Company, Incorporated 100%
$2.0B
3600
Keebeck Wealth ManagementChicago, IL · 150 clients
Pershing 53%Schwab 47%
$2.0B
3602
Avity Investment Management Inc.Greenwich, CT · 303 clients
Schwab 100%
$2.0B
3603
Punch & Associates Investment Management, Inc.Edina, MN · 562 clients
Fidelity 100%
$2.0B
3604
Fairview CapitalGreenbrae, CA · 241 clients
Schwab 85%
$2.0B
3607
Cherry Creek Family OfficesDenver, CO · 26 clients
Schwab 100%
$2.0B
3610
UnisonProvidence, RI · 95 clients
Northern Trust 86%
$2.0B
3613
Boston Family Office LLCBoston, MA · 342 clients
BNY 80%
$2.0B
3616
Marks Group Wealth Management, Inc.Minnetonka, MN · 809 clientsWrap sponsor
Fidelity 89%
$2.0B
3619
Albion Financial GroupSalt Lake City, UT · 737 clients
Schwab 87%
$2.0B
3622
Woodmont Investment Counsel, LLCNashville, TN · 468 clients
Schwab 100%
$2.0B
3624
Jackson Thornton Wealth Management, LLCMontgomery, AL · 988 clients
Schwab 87%
$2.0B
3626
Physician Wealth Advisors, Inc.Salt Lake City, UT · 1,124 clients
Fidelity 97%
$2.0B
3628
Jnba Financial Advisors, LLCBloomington, MN · 1,115 clients
Schwab 100%
$2.0B
3630
CAPTRUST Wealth AdvisorsHolland, MI · 926 clientsWrap sponsor
Pershing 100%
$2.0B
3631
Neville, Rodie & Shaw IncNew York, NY · 355 clients
Fidelity Distributors Company 65%
$2.0B
3632
Blackhill Capital, IncMorristown, NJ · 81 clients
Pershing 100%
$2.0B
3634
Corda Investment Management, LLCHouston, TX · 1,363 clients
Schwab 100%
$2.0B
3635
Silveroak Wealth Management LLCEdina, MN · 446 clients
Schwab 100%
$2.0B
3637
Naples Global AdvisorsNaples, FL · 306 clients
Schwab 79%
$2.0B
3640
The Harbor Group, Inc.Bedford, NH · 700 clients
Schwab 100%
$2.0B
3642
Healthequity AdvisorsDraper, UT · 178,476 clientsPublic-company owned
Healthequity Trust 100%
$2.0B
3644
Stack Financial Management IncWhitefish, MT · 833 clients
Schwab 100%
$2.0B
3645
Feldman, Ingardona & CoDowners Grove, IL · 184 clients
Fidelity 100%
$2.0B
3648
Balefire, LLCDallas, TX · 1,864 clientsHybrid
Schwab 100%
$2.0B
3652
Trumbower Financial Advisors LLCBethesda, MD · 246 clients
Fidelity 100%
$2.0B
3659
LEE Danner & Bass IncNashville, TN · 1,020 clients
Schwab 63%Fidelity 37%
$2.0B