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

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16454
OLA Invierte, LLC54 clients
No custodian reported
$804K
16455
Scout1,246 clientsWrap sponsor
Apex Fintech 100%
$798K
16458
Poket Financial, LLCCiudad De Buenos Aires 1414, Argentina · 8 clients
No custodian reported
$760K
16460
Lati Capital3 clients
No custodian reported
$663K
16461
Nine30 Advisors LLC140 clients
No custodian reported
$655K
16463
Kubence1 clientsHybrid
Interactive Brokers 100%
$570K
16464
NPW Inc.Oakville, Ontario, CanadaHybridNour Private Wealth Inc.
Interactive Brokers 100%
$536K
16465
Investable80 clients
Alpaca Securities 100%
$490K
16467
Adaptive Advisers, LLCBoston, MA · 2 clients
No custodian reported
$450K
16468
Lloyd Tevis Investments, LLCLafayette, CA · 12 clients
No custodian reported
$435K
16472
Inversso, LLC66 clients
Schwab 57%Interactive Brokers 43%
$363K
16473
New DAY Wealth Management, LLCRussellville, AR · 8 clientsHybridSt. Bernard Financial Services, Inc.
No custodian reported
$355K
16474
Ventum Advisors Corp.Toronto, CanadaHybridVentum Financial (US) Corp., Ventum Financial Corp.
RBC 100%
$355K
16476
OpenvestAventura, FL · 139 clients
No custodian reported
$353K
16478
Onlyfunds12 clients
No custodian reported
$314K
16479
Unifimoney RIAAustin, TX · 460 clients
No custodian reported
$314K
16481
Sandlot Private Wealth LLCOrem, UT · 5 clients
No custodian reported
$305K
16482
PMC Wealth, LLCClarence, NY
Schwab 100%
$280K
16483
Hudson House Capital IncorporatedLondon, United Kingdom
Schwab 100%
$280K
16484
Sanostro AGZUG, Switzerland · 5 clients
Binance 100%
$260K
16485
Mostt Inc.Sherman Oaks, CA · 1,230 clients
No custodian reported
$254K
16486
Greenwood Investment Advisors, LLCAtlanta, GA · 3,818 clients
No custodian reported
$229K
16487
Daba Advisors LLCMiami, FL · 137 clients
BOA Capital Securities 100%
$228K
16489
Munifi, LLCHermosa Beach, CA · 7 clients
Apex Fintech 100%
$198K
16490
Resource Capital Management, LLCReno, NV · 1 clients
Wells Fargo 100%
$180K
16491
Strategic International2 clients
Interactive Brokers 100%
$177K
16492
Exds Capital
No custodian reported
$172K
16494
Path Digital Advisors, LLCChicago, IL · 1 clients
No custodian reported
$150K
16495
Manzil Investment Advisors, LLC94 clientsBank-affiliated
No custodian reported
$147K
16496
Bulltick4u Advisor, LLCMiami, FL · 5 clientsHybridBulltick, LLC, clears through Pershing
Interactive Brokers 100%
$143K
16497
WingNewport Beach, CA · 23 clientsWrap sponsor
Apex Fintech 100%
$128K
16498
Pioneer Administrative Services LTDHerzliya Pituach, Tel Aviv, Israel · 1 clients
Bank Julius BAR & Co.ag 100%
$105K
16502
Zero Labs Inc.San Francisco, CA · 125 clients
No custodian reported
$100K
16503
Wealth More Enterprise, Inc.Philadelphia, PA · 89 clientsWrap sponsor
Apex Fintech 100%
$100K
16504
Pioneer Advisory LLCJersey City, NJ · 88 clients
No custodian reported
$95K
16505
Borabond, LLCFramingham, MA · 207 clients
Standard Bank 100%
$83K
16506
Wealthmeup Advisors LLCNew York, NY · 42 clients
Betterment 100%
$76K
16508
SocialtraderSan Diego, CA · 31 clients
Interactive Brokers 100%
$73K
16509
BinvestingHouston, TX · 6 clientsBank-affiliatedHybridBanorte Securities International LTD, Casa De Bolsa Banorte, S.A. De C.V., clears through Pershing
Pershing 100%
$52K
16511
Autonomous Wealth Management LLCBrooklyn, NY · 15 clients
No custodian reported
$46K