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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15933
Davis Capital Advisors, LLCNew York, NY · 60 clientsWrap sponsorHybridDavis Securities LLC
Interactive Brokers 100%
$47M
15937
Cambridge Advisors, LLCWilliamsville, NY · 61 clients
Schwab 100%
$47M
15938
Glassman Wealth Management LLC25 clients
Schwab 100%
$46M
15939
Boerum Hill Financial Advisors LLCBrooklyn, NY · 87 clients
Schwab 100%
$46M
15941
Investire LLCBuenos Aires, Argentina · 132 clients
Interactive Brokers 100%
$46M
15942
Integrity Advisory Partners LLCNew York, NY · 40 clients
Schwab 100%
$46M
15943
Sphinx Investments LLC126 clients
No custodian reported
$46M
15944
Insights InvestmentsPalo Alto, CA · 33,896 clientsWrap sponsor
Alpaca Securities 56%Interactive Brokers 44%
$46M
15945
Heritage Strategic Wealth, LLCCary, IL · 27 clients
Schwab 100%
$46M
15946
Unest Advisers, LLCLaramie, WY · 20,394 clientsWrap sponsorHybridUnest Securities, LLC
Apex Fintech 100%
$46M
15951
Coastal Wealth ManagementNew York, NY · 32 clients
Altruist 100%
$45M
15952
Lincoln Park Capital LLCOlean, NY · 65 clients
No custodian reported
$45M
15954
Bryden-Abrams Investment Management LLCNew York, NY · 10 clients
Morgan Stanley 100%
$45M
15955
Puissance Capital Management LP1 clientsHybridAngel Pond Capital LLC
No custodian reported
$45M
15956
JQL Wealth21 clients
No custodian reported
$45M
15959
Savvi Financial LLCWaltham, MA · 136 clientsPublic-company ownedHybrid
Schwab 100%
$45M
15960
Ebco Trustee Services LTD Liab. Co.Chiasso, Ticino, Switzerland · 18 clients
EFG International 41%Morgan Stanley 39%
$45M
15961
Future Perfect Planning, LLC42 clients
Schwab 63%Altruist 37%
$44M
15962
Inverlochy Capital, Inc.31 clients
Schwab 100%
$44M
15963
Winthrop Partners - WPA , LLCOrchard, NY · 104 clients
Raymond James 100%
$44M
15964
The Mass GroupDubai, United Arab Emirates · 81 clients
Schwab 58%Interactive Brokers 42%
$44M
15965
DJ Wealth Systems, LLC20 clients
Interactive Brokers 68%Schwab 32%
$44M
15966
Transparent Wealth Consulting LLCNew York, NY · 117 clients
Schwab 100%
$44M
15969
Domain Money Advisors, LLCNew York, NY · 182 clients
No custodian reported
$43M
15970
Directional Advisors90 clients
Schwab 100%
$43M
15971
Stuyvesant Capital Management CorporationArmonk, NY · 39 clients
Schwab 85%
$43M
15972
Secure Investment Management, LLCTucson, AZ · 942 clients
Fidelity 100%
$43M
15973
MW Investment StrategyEl Dorado Hills, CA · 28 clients
Schwab 100%
$43M
15975
Generation Pmca Corp.Toronto, Ontario, Canada · 319 clientsHybridGeneration Iacp Inc.
Fidelity Clearing Canada ULC 100%
$43M
15977
Lava Wealth Management, LLC34 clients
Schwab 89%
$43M
15981
Mitchell Vaught & Taylor IncChicago, IL · 87 clients
No custodian reported
$42M
15982
Arrival Capital Management LLCNew York, NY · 36 clients
Schwab 100%
$42M
15984
Guide Wealth Management38 clients
Schwab 100%
$42M
15985
Focus Planning Group82 clients
Schwab 100%
$42M
15986
The Pacific Group LimitedSheung Wan, Hong Kong · 1 clients
No custodian reported
$42M
15987
Pricap Advisors LLCNew York, NY · 19 clients
Schwab 65%J.P. Morgan 35%
$42M
15988
Mercor Investment GroupPuebla, Mexico · 31 clients
No custodian reported
$42M
15989
WGS Management Services, IncRochester, NY · 74 clients
Schwab 100%
$42M
15990
Acacia Grove Wealth ManagementSchenectady, NY · 38 clientsWrap sponsor
Altruist 100%
$42M
15992
American Northwest Advisory Services L.L.C.Federal Way, WA · 218 clients
No custodian reported
$41M