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

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

15125
Veraz AdvisorsSan Ramon, CA · 150 clients
Schwab 100%
$110M
15126
Private Asset Management IncKirkland, WA · 60 clients
Schwab 100%
$109M
15127
International Management Advisors LTD.9 clients
Fidelity 95%
$109M
15128
Capstone Wealth Management Corp.Lakeland, FL · 288 clients
Axos 66%Schwab 34%
$109M
15131
Wealthshape LLCWindsor, CT · 136 clients
Schwab 100%
$109M
15132
Peak Financial Management, Inc.Broomfield, CO · 156 clients
Fidelity Distributors Company 100%
$109M
15133
Alpha Financial Management, Inc.Savannah, GA · 115 clients
Schwab 100%
$109M
15134
Afton Advisors, LLC177 clients
Schwab 100%
$109M
15135
Ingram Advisory Services, LLCWinter Haven, FL · 380 clientsHybrid
Pershing 100%
$109M
15136
Garden State Retirement Specialists, LLCRed Bank, NJ · 152 clientsHybrid
Pershing 100%
$109M
15137
Aspire Advisors, LLCNorth White Plains, NY · 117 clientsHybridHamilton Cavanaugh Investment Brokers, Inc.
Fidelity 100%
$109M
15138
NK Capital LLC4 clients
Northern Trust 79%
$109M
15139
Arch Partners Wealth Management, Inc.Watkinsville, GA · 251 clients
Schwab 100%
$109M
15141
Lyons Wealth ManagementWinter Park, FL · 112 clientsHybrid
Schwab 61%Interactive Brokers 39%
$109M
15142
Partners Capital Services, Inc.Hauppauge, NY · 238 clientsWrap sponsorHybridAmerican Capital Partners, LLC
RBC 100%
$109M
15144
Finish Well RIA LLCColumbus, OH · 310 clients
Schwab 100%
$109M
15145
A Better Way Financial, LLCAllentown, PA · 354 clients
Schwab 100%
$109M
15146
Pavlic Investment Advisors, Inc.Delafield, WI · 87 clients
Schwab 100%
$109M
15147
Toams FinancialJacksonville, FL · 620 clients
Altruist 78%
$109M
15148
Capital Endurance Group, IncAlpharetta, GA · 65 clients
Fidelity 91%
$109M
15150
Blue Granite Capital, LLCCharleston, SC · 40 clients
Pershing 100%
$109M
15151
A. J. Perry & Co.Towson, MD · 97 clients
No custodian reported
$109M
15152
Northbrook FinancialBaltimore, MD · 127 clients
Schwab 74%
$109M
15153
Eden Capital Management, LLC161 clients
Schwab 100%
$109M
15154
Five Mile River Investment Management, LLC110 clients
RBC 100%
$109M
15155
Rooted Financial Group, LLCTigard, OR · 254 clients
Schwab 100%
$109M
15156
Safe Harbor Retirement Planners296 clients
Goldman Sachs 92%
$109M
15157
Grace Capital Management, LLCAustin, TX · 77 clientsWrap sponsorHybrid
Fidelity 100%
$109M
15160
Finances for Real LifeLompoc, CA · 130 clientsHybrid
LPL Financial 100%
$109M
15161
Double Eagle Wealth Management LLCDallas, TX · 89 clients
Schwab 82%
$109M
15163
L&s Private Wealth, LLCOklahoma City, OK · 102 clients
Schwab 100%
$109M
15164
JRP Capital CorpDublin, OH · 165 clients
No custodian reported
$109M
15166
Triple Summit Advisors, LLC172 clients
Schwab 73%Interactive Brokers 27%
$108M
15168
Montello Wealth Management, Inc.Palm Beach Gardens, FL · 502 clients
No custodian reported
$108M
15170
Powerhouse Financial Advisors, Inc.Minden, NV · 226 clients
Schwab 83%
$108M
15171
Schnall Advisory Services, Inc31 clients
No custodian reported
$108M
15173
Panteles AdvisorsArgyle, TX · 39 clients
No custodian reported
$108M
15174
Federmann Financial Advisors Inc.Rocky Point, NY · 58 clients
Fidelity 81%
$108M
15175
Newman Ladd Capital Advisors, LLC.Camillus, NY · 206 clientsHybrid
Fidelity 100%
$108M
15176
Cobalt Financial Partners LLC66 clientsHybrid
LPL Financial 100%
$108M