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

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

5309
Stanley-Laman Group LTD.Berwyn, PA · 301 clientsHybridStanley Laman Group Securities, LLC
Schwab 100%
$1.0B
5310
Capital Investment Counsel IncRaleigh, NC · 1,271 clientsHybridCapital Investment Brokerage, Inc., Capital Investment Group, Inc.
Pershing 100%
$1.0B
5312
Pettyjohn, Wood & White, Inc.Lynchburg, VA · 586 clientsBank-affiliatedAffiliated broker-dealerBank of the James
Schwab 100%
$1.0B
5318
Greatmark Investment Partners, Inc.Columbus, GA · 433 clients
Schwab 100%
$1.0B
5319
Zevin Asset Management, LLCBoston, MA · 768 clients
Schwab 85%
$1.0B
5323
Asset Allocation Strategies, LLCFarmington, MI · 4,394 clientsHybridGLP Investment Services, LLC
Schwab 78%PCS / IPX 22%
$1.0B
5324
Breakwater Capital GroupParamus, NJ · 370 clients
Schwab 100%
$1.0B
5326
Mg&a WealthPlantation, FL · 657 clientsHybrid
Fidelity 100%
$1.0B
5329
Lafleur & Godfrey Private Wealth ManagementGrand Rapids, MI · 498 clientsAffiliated broker-dealer
Schwab 100%
$1.0B
5331
Portfolio Strategies Inc NYMontvale, NJ · 3,412 clients
Fidelity 100%
$1.0B
5333
JT Stratford, LLCGainesville, GA · 1,266 clients
Schwab 100%
$1.0B
5334
Verum Partners LLCCharlotte, NC · 405 clients
Fidelity 62%Schwab 38%
$1.0B
5336
Teamwork Financial Advisors, LLCSan Antonio, TX · 2,485 clients
Schwab 100%
$1.0B
5338
Archer Investment CorporationCarmel, IN · 4,335 clientsHybrid
TradePMR / Robinhood 79%
$1.0B
5339
Verita Strategic Wealth Partners, LLCSan Francisco, CA · 17 clients
Schwab 100%
$1.0B
5341
Navigation Group LLCRedwood Shores, CA · 342 clientsHybrid
LPL Financial 100%
$1.0B
5342
Vertex PartnersDowners Grove, IL · 843 clientsWrap sponsorHybrid
LPL Financial 56%Schwab 44%
$1.0B
5347
Peak Asset Management, LLCLouisville, CO · 342 clients
Schwab 100%
$1.0B
5351
Lathrop Investment Management CompanyLittle Rock, AR · 235 clients
Schwab 100%
$1.0B
5352
Fermata AdvisorsSonoma, CA · 3,879 clients
Schwab 100%
$1.0B
5356
The Northstar Group, Inc.New York, NY · 258 clientsHybrid
Pershing 86%
$1.0B
5357
Mirador Capital PartnersPleasanton, CA · 662 clientsHybrid
Schwab 100%
$1.0B
5359
Legacy Financial GroupDes Moines, IA · 1,452 clientsHybrid
Schwab 100%
$1.0B
5361
Aire Advisors, LLCBeverly Hills, CA · 369 clients
Fidelity 100%
$1.0B
5362
West Paces Advisors, Inc.Atlanta, GA · 255 clients
Schwab 100%
$1.0B
5364
Great Hill Capital, LLC76 clients
Interactive Brokers 100%
$1.0B
5367
PYA Waltman Capital, LLCKnoxville, TN · 424 clients
Fidelity 100%
$1.0B
5368
McGlone Suttner Wealth Management, Inc.Appleton, WI · 708 clients
Fidelity 100%
$1.0B
5374
Burling Wealth PartnersChicago, IL · 253 clients
Schwab 100%
$1.0B
5375
Bluesky Wealth Advisors, LLCNew Bern, NC · 351 clients
Schwab 100%
$1.0B
5380
Hudock Capital GroupWilliamsport, PA · 921 clientsWrap sponsorHybrid
Pershing 88%
$1.0B
5382
Everest Financial GroupMinneapolis, MN · 1,940 clientsHybrid
Schwab 100%
$1.0B
5383
Oliver Luxxe Assets LLCGladstone, NJ · 471 clientsHybrid
Pershing 73%Schwab 27%
$1.0B
5386
SeedsNew York, NY · 950 clients
Fidelity 58%Schwab 42%
$1.0B
5388
Cohen Capital Management IncCorte Madera, CA · 110 clients
Schwab 95%
$1.0B
5393
Henrickson Nauta Wealth Advisors, Inc.Belmont, MI · 554 clientsHybrid
Fidelity 100%
$998M
5396
Passive Capital Management, LLCSyracuse, NY · 424 clients
Schwab 100%
$997M
5399
Commonwealth Financial ServicesVienna, WV · 2,271 clientsWrap sponsor
Schwab 75%Fidelity 25%
$995M
5400
Omnia Family Wealth, LLCAventura, FL · 164 clients
Pershing 100%
$995M
5401
Lantz Financial LLCNaperville, IL · 669 clients
Schwab 100%
$994M