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

4739
J.J. Burns & CompanyMelville, NY · 627 clients
Schwab 100%
$1.3B
4742
One Wealth Advisors, LLCSan Francisco, CA · 434 clients
Fidelity 100%
$1.3B
4743
Brookwood Investment GroupPhoenix, AZ · 3,506 clients
Schwab 100%
$1.3B
4745
JAY A. Fishman, LTDTroy, MI · 537 clients
Schwab 100%
$1.3B
4747
O'hagan Group, Inc.Bethlehem, PA · 900 clientsHybrid
Schwab 100%
$1.2B
4754
TD Capital Management LLCMemphis, TN · 451 clients
Fidelity 100%
$1.2B
4755
Gilman Hill Asset Management, LLCNew Canaan, CT · 299 clients
Fidelity 46%State Street 28%Schwab 25%
$1.2B
4756
Northwest Financial Advisors LLCHerndon, VA · 1,915 clientsBank-affiliatedHybridNorthwest Financial Group LLC
LPL Financial 100%
$1.2B
4758
Miller Tabak Asset ManagementMatawan, NJ · 936 clients
No custodian reported
$1.2B
4759
Prometheus Wealth Management SAMMonaco, Monaco · 149 clients
UBS 39%Edmond De Rothschild 33%Julius Baer 28%
$1.2B
4761
KPP Advisory Services LLCLouisville, KY · 3,995 clientsHybrid
LPL Financial 100%
$1.2B
4766
Sivia Capital Partners, LLCMill Valley, CA · 55 clients
Fidelity 81%
$1.2B
4769
Opal Wealth Advisors, LLCJericho, NY · 745 clientsHybrid
Schwab 100%
$1.2B
4771
Arlington Financial Advisors, LLCSanta Barbara, CA · 631 clients
Schwab 100%
$1.2B
4775
Wealth Dimensions Group, LTD.Cincinnati, OH · 769 clients
Fidelity 100%
$1.2B
4776
Great Waters FinancialShoreview, MN · 1,627 clients
Schwab 100%
$1.2B
4778
KWB WealthRedlands, CA · 1,971 clientsHybrid
LPL Financial 100%
$1.2B
4779
M Financial Asset Management, Inc.Portland, OR · 1,021 clientsHybridM Financial Securities Marketing, Inc., M Holdings Securities, Inc.
Fidelity 89%
$1.2B
4780
Middleton & Company Inc.Boston, MA · 368 clients
State Street 61%Fidelity 22%
$1.2B
4781
Aspire Capital Advisors LLCSeattle, WA · 2,123 clientsHybrid
Schwab 100%
$1.2B
4782
Graves Light LenhartHarrisonburg, VA · 438 clients
Schwab 100%
$1.2B
4783
Three Seasons WealthSalt Lake City, UT · 390 clients
Schwab 80%
$1.2B
4784
Keen Wealth AdvisorsOverland Park, KS · 1,018 clientsWrap sponsorHybrid
Schwab 100%
$1.2B
4789
Henry H. Armstrong Associates, Inc.Pittsburgh, PA · 141 clients
Fidelity 54%Schwab 46%
$1.2B
4790
Sc&h WealthHunt Valley, MD · 676 clientsAffiliated broker-dealerSc&h Capital Corporation
Fidelity 100%
$1.2B
4791
HCM Wealth AdvisorsCincinnati, OH · 850 clients
Schwab 100%
$1.2B
4793
Sharpe Advisors, LLCNew York, NY
No custodian reported
$1.2B
4794
Platform Technology PartnersLocust Valley, NY · 887 clientsHybrid
Pershing 100%
$1.2B
4795
Legacy Edge AdvisorsSyosset, NY · 532 clientsWrap sponsor
Schwab 100%
$1.2B
4796
Prudent Management AssociatesPhiladelphia, PA · 231 clients
Fidelity 100%
$1.2B
4797
Vision Capital Management IncPortland, OR · 1,800 clients
Schwab 70%Fidelity 30%
$1.2B
4799
Berkshire Money Management, Inc.Dalton, MA · 903 clients
Schwab 100%
$1.2B
4807
Insight Wealth Strategies, LLCSan Ramon, CA · 585 clients
Fidelity 100%
$1.2B
4809
Premier Path Wealth Partners, LLCMadison, NJ · 463 clients
Fidelity 100%
$1.2B
4810
Parkway Wealth Management Group, LLCPlano, TX · 1,342 clientsWrap sponsorHybrid
Raymond James 100%
$1.2B
4814
Element Pointe Family OfficeMiami, FL · 54 clients
Fidelity 92%
$1.2B
4819
Cabot Wealth ManagementBeverly, MA · 650 clients
Schwab 100%
$1.2B
4820
Parthenon LLCLouisville, KY · 243 clients
Schwab 100%
$1.2B
4822
Investment Advisory Group LLCSarasota, FL · 1,542 clientsHybrid
Fidelity 100%
$1.2B
4823
Seasons of Advice Wealth ManagementNew York, NY · 891 clientsWrap sponsorAffiliated broker-dealer
Schwab 100%
$1.2B