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.

Filters

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

15649
M.A. Whelan Financial Planning46 clients
Schwab 100%
$77M
15650
GPS Financial, LLCPittsford, NY · 263 clients
Schwab 100%
$77M
15652
FBD Asset MgmtBloomington, MN · 137 clients
Schwab 100%
$77M
15656
Investment Research CorpDenver, CO · 166 clientsHybridWorld Capital Brokerage, Inc.
No custodian reported
$76M
15657
Monk, Stan47 clients
No custodian reported
$76M
15658
O Asset Management LLCFairport, NY · 2 clients
Goldman Sachs 51%Stifel, Nicolaus & Company, Incorporated 49%
$76M
15659
Weigelfam89 clients
Schwab 100%
$76M
15663
Active Wealth AdvisorsWoodcliff Lake, NJ · 21 clients
Interactive Brokers 100%
$75M
15665
Kane FinancialWaterville, NY · 296 clients
Schwab 100%
$75M
15667
Clover Leaf Financial LLCFairport, NY · 223 clientsWrap sponsor
No custodian reported
$75M
15669
Watts Capital Partners LLC67 clients
Schwab 100%
$75M
15670
Mountain Pass PlanningHopewell Junction, NY · 129 clients
Altruist 100%
$75M
15671
EKO68,370 clientsWrap sponsor
Alpaca Securities 100%
$75M
15673
Vora Wealth Management, PLLCFlagstaff, AZ · 660 clients
No custodian reported
$75M
15674
RCN Wealth Advisors, Inc.54 clients
Schwab 100%
$75M
15675
RPM Capital Management, LLC148 clients
Schwab 100%
$74M
15676
Lytle InvestmentsGrand Island, NY · 204 clientsHybrid
Schwab 100%
$74M
15677
Rpata, LLC37 clientsWrap sponsor
Schwab 100%
$74M
15682
Allos Investment Advisors, LLCOverland Park, KS · 382 clients
Schwab 100%
$74M
15683
Acrylic Financial, Inc.Fountain Hills, AZ · 317 clientsHybridBrooklight Place Securities, Inc.
Schwab 100%
$74M
15684
Sage Hill Advisory and Management LLCSaratoga Springs, NY · 20 clientsHybrid
Morgan Stanley 0%Pershing 0%Equitable 0%Jackson National Life Distributors 0%
$73M
15685
Countryside Financial LLCWilliamsville, NY · 248 clientsWrap sponsor
Fidelity 78%
$73M
15686
Stewardship Partners Investment Counsel, Inc.142 clients
Fidelity 87%
$73M
15687
Lyons Investment ManagementWinter Park, FL · 35 clients
U.S. Bank 100%
$73M
15689
The Bycoff Group LLC62 clients
Interactive Brokers 72%Goldman Sachs 28%
$73M
15691
WPM Wealth Advisors LLCSaratoga Springs, NY · 353 clientsWrap sponsor
Schwab 100%
$72M
15692
Breiter Wealth Management, LLCSt. Louis, MO · 109 clients
No custodian reported
$72M
15693
Forever Financial Advisors, LLC48 clients
Altruist 100%
$72M
15694
R. Seeger Wealth Management, LTDLindenhurst, NY · 67 clientsWrap sponsor
Schwab 100%
$72M
15695
Stylus Capital LLCIstanbul, Turkey · 64 clients
Interactive Brokers 100%
$72M
15696
Franco Financial Advisors, Inc.New York, NY · 39 clients
Schwab 100%
$72M
15697
Harvest Capital Assets, LLC247 clients
LPL Financial 100%
$72M
15698
World Capital Advisors, LLCDenver, CO · 49 clients
No custodian reported
$72M
15699
Silver Advisors, LLCNew York, NY · 14 clients
J.P. Morgan 84%
$72M
15701
Global Investment AdvisoryMcDonough, GA · 182 clientsHybridAmerican Global Wealth Management, Inc., First Asset Financial Inc.
Schwab 100%
$72M
15702
Epogee Capital Management, LLC4 clients
Schwab 100%
$72M
15708
HV Capital ManagementMontgomery, NY · 60 clients
Schwab 100%
$72M
15712
Main Street FinancialPurchase, NY · 98 clients
Fidelity 100%
$71M
15713
Monthie Wealth AdvisorsLatham, NY · 115 clients
Schwab 100%
$71M
15714
Axia Asset Management, LLC9 clients
Fidelity 100%
$71M