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

15578
Eagan Capital Management, LLCFayetteville, NY · 222 clients
No custodian reported
$86M
15579
Mace Capital Management, LLCNew York, NY · 64 clients
Schwab 100%
$86M
15586
Rubin Overseas LTD.Zurich, Switzerland · 12 clients
No custodian reported
$85M
15587
API Financial Advisors, LLCRockledge, FL · 227 clients
Schwab 100%
$85M
15591
Complete AdvisorsValley Stream, NY · 25 clients
Schwab 79%
$84M
15592
Lehmann, Livian, Fridson Advisors, LLCNew York, NY · 53 clients
Schwab 51%Fidelity 49%
$84M
15593
Titan Capital ManagementScottsdale, AZ · 129 clients
Schwab 100%
$84M
15594
Western New York Financial Group, LLCBuffalo, NY · 206 clients
Schwab 51%Fidelity 49%
$84M
15596
Seven Hills Capital Corp.Toronto, Ontario, Canada · 238 clients
National Bank Independent Network 100%
$84M
15597
Greycliff Wealth Management, LLCNew York, NY · 146 clients
Schwab 100%
$84M
15601
Vita Planning Group LLCCamas, WA · 57 clients
Schwab 90%
$84M
15602
Double Duty Money Management LLCNew York, NY · 14 clients
Vanguard 73%Interactive Brokers 27%
$84M
15603
Route 20 Private Wealth Inc.Fort Lauderdale, FL · 75 clients
Goldman Sachs 54%Schwab 46%
$84M
15606
Proxy Wealth Advisors LLCWindermere, FL · 614 clientsWrap sponsor
Interactive Brokers 78%
$83M
15607
Lumiere FinancialNew York, NY · 116 clientsHybrid
Schwab 100%
$83M
15608
Hyjc Capital of WNYLakeville, NY · 275 clientsHybrid
Schwab 100%
$83M
15610
Winthrop Partners - EPA, LLCOrchard, NY · 174 clients
Raymond James 100%
$82M
15611
Springhill Wealth ManagementBozeman, MT · 71 clients
No custodian reported
$82M
15614
L&l Partners Wealth Management, LLCSuffern, NY · 77 clients
Fidelity 100%
$82M
15615
Dasta Investments LLCNew York, NY · 27,037 clientsHybridDUB Financial, LLC
Apex Fintech 100%
$82M
15619
Collega Capital Management6 clients
No custodian reported
$81M
15620
Hunter Michael Investment Advisors IncRichmond, VA · 40 clients
No custodian reported
$81M
15621
Investment Advisor Group124 clients
Fidelity 100%
$81M
15622
Colucci Wealth Management LLCBrightwaters, NY · 27 clients
No custodian reported
$81M
15623
Mollot & Hardy, Inc.Amherst, NY · 77 clientsHybrid
Pershing 84%
$81M
15624
Nottingham Wealth Partners, Inc.Syracuse, NY · 142 clientsBank-affiliatedHybrid
Assetmark Brokerage 83%
$80M
15625
Ever Green Wealth Management, LLCVictor, NY · 363 clients
Schwab 100%
$80M
15626
Abernathy Group II LLCNew York, NY · 34 clientsHybrid
Schwab 100%
$80M
15627
Federal PrepBohemia, NY · 637 clients
Schwab 56%Fidelity 43%
$80M
15631
Minerva Wealth AdvisoryNew York, NY · 35 clients
Schwab 100%
$80M
15632
Constellation Asset Management, Inc.Fayetteville, NY · 64 clients
Schwab 100%
$79M
15633
Queenbridge Capital, LLCPittsford, NY · 58 clients
Schwab 100%
$79M
15634
Pathway Partners Wealth Advisors, LLCAmherst, NY · 367 clients
Schwab 100%
$79M
15636
Bruderman Private WealthLocust Valley, NY · 36 clients
Schwab 100%
$79M
15639
SMP Financial Planning, LLC45 clients
Schwab 59%Tiaa-Cref Individual & Institutional Services 41%
$78M
15640
Amazz Investment Management, Inc.Williamsville, NY · 120 clients
No custodian reported
$78M
15642
RSD Advisors27 clients
Altruist 55%J.P. Morgan 45%
$78M
15646
Alignment Financial Group62 clients
Schwab 100%
$78M
15647
Connective Wealth Partners, LLC316 clientsHybrid
Altruist 51%Schwab 49%
$78M
15648
Comprehensive Capital Management, Inc.Totowa, NJ · 2,334 clientsHybridAPW Capital, Inc.
Capital Client Group 55%Pershing 27%
$78M