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

16215
Robinson Investment Group Inc58 clients
No custodian reported
$20M
16218
Marnoa Private Wealth Counsel LTD.Waterloo,ontario, Canada · 59 clients
Pershing 100%
$19M
16221
Cubetech Capital, LLCNew Territories, Hong Kong · 2 clients
No custodian reported
$19M
16223
Public Advisors LLCNew York, NY · 4,521 clientsHybridOpen TO the Public Investing, Inc.
Apex Fintech 100%
$19M
16228
ETF Model Solutions, LLCAppleton, WI · 108 clientsWrap sponsor
Betterment 70%American Trust Custody 30%
$18M
16230
Public Safety Financial/gallowayMesa, AZ · 74 clients
Pershing 100%
$18M
16231
Bloom Investment Advisors, LLCSan Francisco, CA · 71,486 clients
Alpaca Securities 100%
$18M
16232
Archway Private Wealth LLCManchester, United Kingdom · 37 clients
Pershing 40%Rl360 29%
$17M
16235
Highgate Group USA Inc.Montreal, Quebec, Canada · 20 clientsHybridHighgate Group Inc.
RBC 55%Interactive Brokers 45%
$17M
16236
Ursa Financial, LLC118 clientsWrap sponsor
Drivewealth 100%
$17M
16245
Aperture Advisors LLC5 clients
Schwab 100%
$16M
16246
Atwood Financial Planning LLC939 clients
Vanguard 100%
$16M
16248
Caterer Goodman Partners LTD68 clients
Interactive Brokers 62%Citi 26%
$15M
16249
Principled Advisors, Inc.150 clientsHybrid
No custodian reported
$15M
16252
BeanstoxMontreal, Quebec, Canada · 10,048 clientsWrap sponsor
Dtcc 100%
$15M
16254
Networth CapitalMexico City, Mexico · 220 clients
Interactive Brokers 100%
$14M
16256
Holistic Finance LLC265 clients
Altruist 100%
$14M
16259
Overseas Capital Management LLCJing An District, Shanghai, China · 37 clients
Interactive Brokers 100%
$14M
16261
South Ocean Management LTD.Wanchai, Hong Kong · 19 clients
Canacord Genuity Wealth 100%
$13M
16265
Private Capital Asset Management LLCDarien, CT · 8 clients
Pershing 100%
$13M
16266
D.A.C. Davis Investment Counsel, Inc.Toronto, Ontario, Canada · 11 clients
Nbin 78%UBS 22%
$13M
16271
Lobnek Wealth Management Inc.Geneva, Switzerland · 12 clients
Bank Vontobel AG 100%
$12M
16272
MoneylionNew York, NY · 732,776 clientsPublic-company ownedHybridMoneylion Securities LLC
Drivewealth 100%
$12M
16274
Fundamental Investment Services, LLC1 clientsHybrid
No custodian reported
$12M
16275
Lendingrobot611 clientsAffiliated broker-dealerLime Trading Corp, clears through Axos Clearing, Vision Financial Markets, Wedbush
No custodian reported
$12M
16276
Palos Management Inc.Montreal, Quebec, Canada · 8 clients
Schwab 100%
$12M
16280
Directional Financial ServicesSeattle, WA · 34 clients
Schwab 100%
$11M
16281
Northfront Financial USA IncCalgary, Alberta, Canada · 33 clientsWrap sponsor
RBC 100%
$11M
16282
Advisors Crypto, Inc.Austin, TX · 74 clients
Schwab 100%
$11M
16284
Delta CapitalSantana De Parnaiba, Brazil · 29 clients
Tastytrade 100%
$11M
16295
Premium 72 Capital10 clients
No custodian reported
$10M
16296
Tinderwealth
Interactive Brokers 75%Schwab 25%
$10M
16298
Paladin CapitalArden Hills, MN · 19 clientsHybrid
Schwab 100%
$10M
16303
Virgo Digital Asset Management Inc.North York, Canada · 33 clients
Interactive Brokers 100%
$9M
16306
FBL Wealth Management, LLCWest Des Moines, IAPublic-company ownedHybridFBL Marketing Services, LLC
No custodian reported
$9M
16307
Harbourfront Wealth America Inc.Vancouver, Canada · 22 clients
Interactive Brokers 100%
$9M
16308
Benjamins MoneyMcLean, VA · 5 clients
RBC 100%
$9M
16310
Sooner Private Financial LLCSalem, NH · 57 clients
No custodian reported
$9M
16311
J.p.morgan Wealth Management Solutions Inc.New York, NY · 33 clientsBank-affiliatedHybridJ.P. Morgan Securities LLC
J.P. Morgan 100%
$9M
16314
Make the Memory Financial Planning38 clients
Altruist 100%
$9M