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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4471
Range Advisory, LLCMcLean, VA · 1,773 clientsAffiliated broker-dealerRange Investing, LLC
Altruist 80%
$1.4B
4475
Journey Wealth ManagementCleveland, OH · 879 clients
Fidelity 51%Schwab 49%
$1.4B
4478
Strategic Wealth Investment Group, LLCLouisville, KY · 3,900 clients
Schwab 100%
$1.4B
4479
The Pinnacle Financial GroupRockville Centre, NY · 3,208 clientsHybrid
LPL Financial 97%
$1.4B
4481
B.O.S.S. Retirement Advisors, LLCLehi, UT · 5,013 clients
Schwab 89%
$1.4B
4483
Level Four Capital ManagementDallas, TX · 3,533 clientsWrap sponsorHybridCRI M&a Advisors, LLC, Level Four Financial, LLC
Raymond James 76%
$1.4B
4484
Cascade Financial Partners, LLCSan Diego, CA · 283 clients
Schwab 72%Fidelity 28%
$1.4B
4485
Shepherd Financial Partners, LLCWinchester, MA · 767 clientsWrap sponsorHybrid
LPL Financial 100%
$1.4B
4498
LJI Wealth Management, LLCIndianapolis, IN · 1,573 clients
Fidelity 84%
$1.4B
4501
The Planning Center, Inc.Moline, IL · 912 clients
Schwab 50%Axos 50%
$1.4B
4502
Affiance Financial LLCSt. Louis Park, MN · 1,183 clientsHybrid
Schwab 100%
$1.4B
4504
J. L. Bainbridge & Co., Inc.Sarasota, FL · 839 clients
Schwab 100%
$1.4B
4506
Onyx Bridge Wealth Group LLCTarrytown, NY · 1,846 clientsWrap sponsorHybrid
Schwab 100%
$1.4B
4507
The InstituteDenver, CO · 817 clientsHybrid
Schwab 100%
$1.4B
4508
Black Diamond Financial, LLCLutherville, MD · 361 clients
Schwab 100%
$1.4B
4509
Next Level Private LLCHarrison, NY · 841 clients
Pershing 100%
$1.4B
4512
Meridian Wealth Partners, LLCEast Norriton, PA · 810 clientsBank-affiliated
Schwab 85%
$1.4B
4514
DiaphanumMadrid, Spain · 28 clients
UBS 34%Grupo Bursatil Mexicano - GBM 30%
$1.4B
4517
Hollow Brook Wealth Management LLCKatonah, NY · 603 clients
Pershing 100%
$1.4B
4518
Oakridge Management Group LLCStamford, CT · 48 clients
Fidelity 100%
$1.4B
4520
Capital Advisors, LTD., LLCShaker Heights, OH · 1,106 clientsHybrid
Pershing 59%Schwab 41%
$1.4B
4524
Sheets Smith Wealth ManagementWinston Salem, NC · 423 clients
Schwab 66%
$1.4B
4525
McIlrath & ECK, LLCArlington, WA · 1,287 clients
Pershing 100%
$1.4B
4526
Bbva Global Wealth Advisors, Inc.Miami, FL · 792 clientsBank-affiliatedAffiliated broker-dealerBanco Bilbao Vizcaya Argentaria Uruguay SA, Bbva Securities Inc.
Pershing 100%
$1.4B
4527
Penn Davis McFarland IncDallas, TX · 211 clients
Schwab 50%Frost Bank 41%
$1.4B
4528
Kera Capital PartnersSan Jose, CA · 329 clients
Schwab 50%Fidelity 50%
$1.4B
4530
One DAY in July LLCBurlington, VT · 1,381 clients
Schwab 100%
$1.4B
4534
180 Wealth Advisors, LLCFederal Way, WA · 1,350 clientsWrap sponsor
Fidelity 100%
$1.4B
4540
Cornerstone Capital, Inc.Palo Alto, CA · 150 clients
Schwab 85%
$1.4B
4541
Sgroi Wealth Advisory Group LLCWest Seneca, NY · 7,676 clientsHybrid
IPX 100%
$1.4B
4543
Symphony Financial, LTD. Co.Houston, TX · 2,850 clientsWrap sponsorHybrid
LPL Financial 77%Schwab 23%
$1.4B
4544
Galvin, Gaustad & Stein, LLCScottsdale, AZ · 856 clientsWrap sponsor
Fidelity 100%
$1.4B
4546
Total Investment Management, Inc.Scottsdale, AZ · 1,186 clientsAffiliated broker-dealerVision 4 Fund Distributors LLC
Schwab 70%
$1.4B
4548
Barlow Wealth Partners, LLCLouisville, KY · 428 clientsWrap sponsor
Fidelity 100%
$1.4B
4551
Capital Investment Counsel, LLCDenver, CO · 468 clients
Schwab 100%
$1.4B
4555
Fifth Avenue Family OfficeNaples, FL · 9 clients
J.P. Morgan 61%Schwab 31%
$1.4B
4556
Intellus Advisors, LLCNaples, FL · 1,029 clientsWrap sponsor
Raymond James 100%
$1.4B
4557
Moisand Fitzgerald Tamayo, LLCOrlando, FL · 912 clients
Schwab 100%
$1.4B
4558
Gibraltar Capital Management, Inc.Tulsa, OK · 529 clientsBank-affiliated
Fidelity 73%Schwab 27%
$1.3B
4564
MSH Capital Advisors LLCScottsdale, AZ · 2,361 clientsHybridM. S. Howells & Co., clears through Pershing
Schwab 100%
$1.3B