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

15715
Planrock Wealth Strategies, LLCBrentwood, TN · 55 clients
No custodian reported
$71M
15716
Wisdom Capital Asset Management, LLC29 clients
Interactive Brokers 100%
$71M
15717
Fiduciary Management Group, LLCNew York, NY · 52 clients
Schwab 100%
$71M
15718
Polaris Financial, LLC854 clients
Altruist 95%
$70M
15721
Canterbury Investment Management, LLCZionsville, IN · 48 clients
Schwab 100%
$70M
15722
IBN Advisory Services, Inc.Liverpool, NY · 197 clientsHybridIBN Financial Services, Inc.
Schwab 100%
$70M
15723
Rochester InvestmentsRochester, NY · 147 clients
Schwab 100%
$70M
15728
Capital Formation Advisers LLC7 clients
Merrill / Bank of America 68%
$68M
15729
Shield Wealth AdvisorsWilliamsville, NY · 109 clients
Schwab 100%
$68M
15731
Parlin Advisors LLCHague, NY · 54 clients
Schwab 100%
$68M
15732
Iconoclastic Capital Management LLCRochester, NY · 141 clients
Altruist 100%
$68M
15734
Fifr214 clients
Altruist 100%
$68M
15735
Black Hill Capital Partners, LLCSan Francisco, CA · 1 clients
Interactive Brokers 100%
$68M
15736
Occam Capital Management, LLCPittsford, NY · 147 clients
Schwab 100%
$67M
15737
Chlastawa, Allan F.70 clients
Schwab 100%
$67M
15738
Vanquour LLCNew York, NY · 27 clients
RBC 100%
$67M
15739
Honeoye Falls Capital LLCHoneoye Falls, NY · 17 clients
No custodian reported
$67M
15743
Watchstone Wealth Management LLC65 clientsWrap sponsor
Schwab 100%
$67M
15744
Alinea Advisory Services LLCNew York, NY · 115,693 clientsWrap sponsor
No custodian reported
$67M
15746
C & C Financial Services, Inc.Great Neck, NY · 46 clients
Schwab 70%HSBC Private Bank 30%
$66M
15749
Shope Advisors GroupCamillus, NY · 86 clientsHybrid
Fidelity 100%
$66M
15750
Stewardship Financial PlanningTarrytown, NY · 39 clients
Schwab 100%
$66M
15752
Evolution Vision Wealth Management98 clients
Schwab 100%
$65M
15754
N Financial PlansHuntington, NY · 95 clients
Schwab 86%
$65M
15755
Malatai Capital LLCNew York, NY · 38 clients
Interactive Brokers 100%
$65M
15757
Myra Wealth59 clients
Schwab 100%
$65M
15759
Empiric Advisors, Inc.Austin, TX · 16 clientsHybridEmpiric Distributors, Inc.
Schwab 71%U.S. Bancorp Investments 29%
$65M
15760
Peconic Asset PlanningRiverhead, NY · 206 clientsWrap sponsorHybrid
Schwab 100%
$65M
15762
Goldstandard WealthMumbai, India · 39 clients
Hdfc Bank 100%
$65M
15763
MCA Cross Border Capital Inc.Montréal, Canada · 92 clients
National Bank Independent Network 72%Schwab 28%
$65M
15764
Mint Asset Management LLCNew York, NY · 56 clients
Schwab 100%
$65M
15765
Hudson View Advisors, LLCCroton-On-Hudson, NY · 118 clientsHybrid
Schwab 100%
$64M
15766
Serenity Capital Advisors Inc.Pittsford, NY · 48 clients
Schwab 100%
$64M
15767
Springdale Capital47 clients
No custodian reported
$64M
15768
OTG Asset Management, LTD.La Paz, Bolivia · 95 clients
Douglas F. Brown Financial Services 100%
$64M
15769
SLP WealthDurham, NC · 1,657 clients
Altruist 100%
$64M
15770
Sloan Advisory Group, Inc.Glens Falls, NY · 32 clients
Schwab 100%
$64M
15774
V Delima Investments Inc19 clients
No custodian reported
$63M
15775
Wealthunite Advisors, LLCManhasset, NY · 48 clients
Utmost Wealth Solutions 37%Rl360 26%Stocktrade 24%
$63M
15777
Seraphim Capital Management, LLC180 clients
LPL Financial 89%
$63M