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

6039
Franklin, Parlapiano, Turner & Welch LLCHouston, TX · 104 clientsWrap sponsor
Fidelity 100%
$811M
6042
Nelson Capital Management, LLCMenlo Park, CA · 214 clients
Schwab 79%
$811M
6043
Stevens Capital PartnersOmaha, NE · 681 clients
Fidelity 72%Schwab 28%
$810M
6044
Investment Management AssociatesGreenwood Village, CO · 383 clients
Schwab 63%Fidelity 37%
$810M
6046
The Advocate Group, LLCMinnetonka, MN · 394 clients
Schwab 100%
$810M
6047
The Advisory Group of SAN Francisco, LLCSan Francisco, CA · 140 clients
Schwab 100%
$810M
6048
Zanetti Financial, LLCAlbuquerque, NM · 1,481 clients
No custodian reported
$809M
6049
Jack Creek Partners LLCNew York, NY · 3 clients
No custodian reported
$809M
6050
Tanglewood Legacy Advisors, LLCHouston, TX · 172 clients
LPL Financial 85%
$809M
6053
Sunburst Financial Group, LLCVestavia Hills, AL · 877 clients
Schwab 100%
$808M
6055
Proventus AGZurich, Switzerland · 88 clients
BW Bank 36%Bank Julius BAR 30%
$807M
6057
Andbanc Advisory LLCMiami, FL · 472 clientsBank-affiliatedHybrid
Pershing 100%
$806M
6058
Mayfair Advisory Group, LLCBirmingham, AL · 395 clients
Schwab 77%Fidelity 23%
$806M
6059
Droms Strauss Wealth ManagementSt. Louis, MO · 420 clients
Schwab 100%
$806M
6061
Firestone Capital Management IncSouth Miami, FL · 375 clients
Schwab 100%
$806M
6062
Northstar Asset Management, IncBoston, MA · 194 clientsWrap sponsor
Morgan Stanley 66%Schwab 34%
$806M
6065
Lakeridge Wealth Management LLCMentor, OH · 1,139 clientsHybrid
Fidelity 90%
$805M
6067
Asio Capital LLCLexington, KY · 294 clients
Schwab 100%
$805M
6068
Strathmore Capital AdvisorsCharlotte, NC · 501 clients
Schwab 100%
$805M
6069
Copper Harbor Investment Advisors, LLCAppleton, WI · 250 clients
Schwab 69%Fidelity 31%
$805M
6070
Roof Eidam Maycock Peralta LLCSan Francisco, CA · 296 clientsWrap sponsor
Schwab 96%
$805M
6073
Tempo WealthIndependence, OH · 853 clients
Schwab 96%
$804M
6074
Curran Wealth ManagementAlbany, NY · 385 clientsWrap sponsorHybridCimas LLC
Fidelity 100%
$804M
6076
Great Diamond Partners, LLCPortland, ME · 533 clients
Schwab 100%
$804M
6077
Hoxton WealthOrlando, FL · 1,378 clients
Interactive Brokers 45%Rl360 39%
$804M
6080
Francis FinancialNew York, NY · 256 clients
Schwab 100%
$803M
6081
Moss, Luse & Womble, LLCPlano, TX · 874 clients
Schwab 100%
$803M
6082
Clear Trail Advisors, LLCHouston, TX · 376 clients
Schwab 100%
$803M
6088
The L. Warner Companies, IncTimonium, MD · 465 clientsHybrid
Schwab 100%
$802M
6092
PSI Advisors, LLCTampa, FL · 1,745 clientsWrap sponsorHybrid
LPL Financial 100%
$801M
6094
Kuhn Advisors, Inc.Durham, NC · 256 clients
Schwab 88%
$801M
6095
Compton Wealth Advisory Group, LLCVirginia Beach, VA · 232 clients
Schwab 100%
$800M
6096
Laffer Tengler Investments, Inc.Nashville, TN · 276 clientsWrap sponsor
Pershing 88%
$800M
6097
Creekmur Asset Management, LLCMorton, IL · 1,902 clientsWrap sponsor
Schwab 71%Fidelity 29%
$800M
6098
Financial Focus LLCCarlsbad, CA · 584 clientsHybrid
Schwab 59%Assetmark Trust 41%
$800M
6099
Veracity Capital LLCAtlanta, GA · 362 clients
Fidelity 100%
$800M
6105
Carolina Wealth Management, Inc.Greenville, NC · 646 clients
Schwab 100%
$798M
6107
McNamara Financial Services, Inc.Marshfield, MA · 934 clients
Schwab 100%
$798M
6108
Proffitt & Goodson Inc.Knoxville, TN · 299 clients
Schwab 100%
$798M
6109
Clariti Wealth AdvisorsWilmington, DE · 263 clients
Fidelity 100%
$798M