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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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

4290
Sunesis Advisors, LLCOverland Park, KS · 15 clients
Schwab 100%
$1.5B
4291
Spartan Wealth ManagementBingham Farms, MI · 1,176 clientsHybrid
Schwab 100%
$1.5B
4292
Quantum Financial Advisors, LLCSanta Monica, CA · 451 clients
Schwab 100%
$1.5B
4295
Apriem AdvisorsIrvine, CA · 1,071 clients
Schwab 100%
$1.5B
4298
Compass Financial Group, IncSioux Falls, SD · 2,826 clientsWrap sponsor
Schwab 100%
$1.5B
4300
Cullinan Associates, Inc.Louisville, KY · 632 clientsWrap sponsorHybridChurchill Financial, LLC
UBS 64%
$1.5B
4303
TBH Global Asset Management, LLCBrentwood, TN · 1,054 clientsHybrid
Fidelity 100%
$1.5B
4304
M1 AdvisoryChicago, IL · 11,400 clientsHybridM1 Finance LLC
Apex Fintech 100%
$1.5B
4306
TSA Management IncGlen Head, NY · 2,566 clientsHybridHalliday Financial, LLC, clears through Pershing
No custodian reported
$1.5B
4310
Sargent Investment GroupBethesda, MD · 407 clients
Goldman Sachs 87%
$1.5B
4313
Eclectic Associates, Inc.Fullerton, CA · 1,222 clients
Schwab 100%
$1.5B
4315
Serenus Wealth Advisors, LLCSanta Monica, CA · 141 clients
Fidelity 100%
$1.5B
4316
HottingerLondon, United Kingdom · 234 clientsBank-affiliatedAffiliated broker-dealer
Edmond De Rothschild (suisse) SA 43%Banque Julius Baer 38%
$1.5B
4318
HHM Wealth Advisors, LLCChattanooga, TN · 1,238 clients
Schwab 100%
$1.5B
4321
Horan Wealth, LLCCincinnati, OH · 1,436 clientsHybrid
Fidelity 56%Schwab 44%
$1.5B
4323
River Wealth Advisors LLCCamp Hill, PA · 900 clients
Schwab 100%
$1.5B
4327
CJM Wealth Advisers, LTD.Falls Church, VA · 875 clientsWrap sponsor
Pershing 100%
$1.5B
4328
Cypress Point Wealth Management, LLCDallas, TX · 177 clients
Fidelity 81%
$1.5B
4330
Aerodigm Wealth LLCLake Oswego, OR · 256 clients
Fidelity 57%Schwab 43%
$1.5B
4331
Activest Wealth Management, LLCAventura, FL · 530 clients
Fidelity 53%Morgan Stanley 32%
$1.5B
4334
Martel Wealth Advisors, LLCVancouver, WA · 1,033 clients
Schwab 81%
$1.5B
4337
Forge FinancialEdmond, OK · 4,683 clientsWrap sponsorHybrid
LPL Financial 100%
$1.5B
4340
Redhawk Wealth Advisors, Inc.Minneapolis, MN · 3,205 clientsHybrid
Schwab 100%
$1.5B
4341
Mediqus Asset Advisors, Inc.Chicago, IL · 831 clientsHybrid
Schwab 100%
$1.5B
4343
Shade Tree Advisors LLCSaratoga Springs, NY · 34 clients
Schwab 66%Fidelity 34%
$1.5B
4345
Alpine Private WealthSaint Louis, MO · 295 clients
Schwab 100%
$1.5B
4348
Keating Financial Advisory ServicesManhattan, KS · 5,285 clientsWrap sponsorHybrid
Raymond James 100%
$1.5B
4351
Cary Street Partners Asset ManagementRichmond, VA · 1,836 clientsWrap sponsorHybridCary Street Partners LLC
Wells Fargo 71%Schwab 29%
$1.4B
4352
Valley Wealth Strategies, LLCLodi, CA · 4,055 clientsHybrid
Schwab 66%
$1.4B
4354
Apollon Financial, LLCMount Pleasant, SC · 1,258 clientsHybrid
LPL Financial 76%
$1.4B
4361
Private Capital ManagementNaples, FL · 461 clientsHybridCarnes Capital Corporation
Fidelity 85%
$1.4B
4365
D'orazio Wealth AdvisorsVienna, VA · 291 clients
Schwab 69%Fidelity 31%
$1.4B
4366
Campbell Newman Asset Management IncMilwaukee, WI · 1,475 clients
Schwab 100%
$1.4B
4367
Fusion Family Wealth, LLCWoodbury, NY · 368 clients
Fidelity 90%
$1.4B
4368
Spirepoint Private Client, LLCVero Beach, FL · 1,376 clientsWrap sponsorHybrid
Goldman Sachs 78%
$1.4B
4369
MV Capital Management, Inc.Bethesda, MD · 516 clients
Fidelity 88%
$1.4B
4371
Pinkerton Wealth PartnersCoeur D'alene, ID · 1,262 clientsHybrid
Schwab 99%
$1.4B
4372
Isthmus Partners, LLCMadison, WI · 381 clientsWrap sponsor
Schwab 96%
$1.4B
4375
Parkside Investments, LLCDeerfield, IL · 227 clients
Fidelity 100%
$1.4B
4380
Bay Colony AdvisorsConcord, MA · 2,668 clients
Fidelity 100%
$1.4B