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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1340
Cary Street PartnersRichmond, VA · 6,988 clientsHybridCary Street Partners LLC
Schwab 56%Wells Fargo 44%
$10B
1342
Tocqueville Asset Management LPNew York, NY · 1,270 clientsHybridTocqueville Securities L.P.
Pershing 100%
$10B
1346
Callan Family Office, LLCRadnor, PA · 190 clients
Schwab 100%
$10B
1354
Valmark Advisers, Inc.Akron, OH · 14,890 clientsWrap sponsorHybridValmark Securities, Inc., clears through Pershing
Schwab 89%
$10B
1362
Foundations Investment Advisors LLCPhoenix, AZ · 29,663 clients
Schwab 80%
$10B
1364
Openarc Corporate Advisory, LLCAtlanta, GA · 3,841 clients
Schwab 100%
$10B
1369
Fiduciary Counselling IncSt Paul, MN · 1,761 clients
Fidelity 100%
$10B
1370
Choate Investment AdvisorsBoston, MA · 653 clients
SEI 100%
$10B
1374
BMO Family Office, LLCChicago, IL · 73 clientsBank-affiliatedAffiliated broker-dealerBMO Capital Markets Corp., BMO Nesbitt Burns Inc.
Schwab 63%Northern Trust 37%
$10.0B
1378
Welch & Forbes LLCBoston, MA · 699 clientsPublic-company ownedAffiliated broker-dealer
Reliance Trust 100%
$9.9B
1387
Spiderrock Advisors, LLCChicago, IL · 4,480 clientsBank-affiliatedHybrid
Schwab 35%Fidelity 34%
$9.8B
1393
Altair Advisers, LLCChicago, IL · 1,016 clients
Pershing 100%
$9.8B
1396
F L Putnam Investment Management Co.Lynnfield, MA · 3,054 clients
Schwab 50%Fidelity 38%
$9.7B
1401
Signaturefd, LLCAtlanta, GA · 1,913 clients
Schwab 72%Fidelity 28%
$9.7B
1403
The Ameriflex GroupLAS Vegas, NV · 16,203 clientsHybridAmeriflex Group Securities, Inc.
Assetmark Brokerage 73%
$9.7B
1404
Main Street AdvisorsSanta Monica, CA · 74 clientsHybridMSA Securities, LLC
No custodian reported
$9.6B
1416
Mariner Advisor NetworkOverland Park, KS · 16,241 clientsHybrid
LPL Financial 77%Schwab 23%
$9.6B
1417
Orgel Wealth Management, LLCAltoona, WI · 3,976 clientsWrap sponsor
Pershing 100%
$9.5B
1422
Composition Wealth, LLCLOS Angeles, CA · 3,986 clients
Schwab 58%Fidelity 42%
$9.5B
1425
Mutual Advisors, LLCOmaha, NE · 9,960 clientsWrap sponsorHybridMutual Securities, Inc.
Fidelity 57%Schwab 43%
$9.4B
1427
Ritholtz Wealth ManagementNew York, NY · 4,221 clients
Schwab 72%Fidelity 28%
$9.4B
1436
Joel Isaacson & Co., LLCNew York, NY · 1,271 clientsAffiliated broker-dealer
Schwab 100%
$9.3B
1454
Crawford Investment Counsel IncAtlanta, GA · 2,039 clients
Fidelity 63%Schwab 37%
$9.1B
1459
Americana Partners, LLCHouston, TX · 1,818 clientsHybrid
Schwab 100%
$9.1B
1460
H.M. PaysonPortland, ME · 4,308 clients
No custodian reported
$9.1B
1461
Bradley Foster & Sargent IncHartford, CT · 1,944 clients
No custodian reported
$9.1B
1470
Simon Quick Advisors, LLCMorristown, NJ · 1,042 clients
Fidelity 74%Schwab 26%
$9.0B
1475
Kingsview Wealth Management, LLCGrants Pass, OR · 12,309 clientsHybrid
Raymond James 73%Schwab 27%
$9.0B
1484
Axxcess Wealth Management, LLCCarlsbad, CA · 10,357 clientsHybrid
LPL Financial 39%Schwab 36%Wells Fargo 25%
$8.9B
1486
Snowden Capital Advisors LLCNew York, NY · 6,021 clientsWrap sponsorHybridSnowden Account Services LLC, clears through Pershing
Pershing 100%
$8.9B
1487
Gradient Investments, LLCArden Hills, MN · 26,806 clientsAffiliated broker-dealerGradient Securities, LLC
Schwab 100%
$8.8B
1489
Arkadios Wealth AdvisorsAtlanta, GA · 14,886 clientsHybridArkadios Capital, LLC, Arkap Markets, LLC
Fidelity 84%
$8.8B
1490
Capital AnalystsFort Washington, PA · 15,840 clientsHybridLincoln Investment Planning, LLC
Pershing 100%
$8.8B
1492
Robertson StephensSAN Francisco, CA · 2,295 clientsHybridRobertson Stephens Capital Markets, LLC
Schwab 53%Fidelity 47%
$8.8B
1498
Forum Financial Management, LPLombard, IL · 5,841 clientsHybrid
Schwab 99%
$8.7B
1501
Marcuard Family Office LTDZurich, Switzerland · 139 clients
Zurcher Kantonalbank 74%Bank Julius Baer & Co. AG, Zurich 26%
$8.7B
1511
Vise AI AdvisorsNew York City, NY · 16,405 clients
Schwab 54%Fidelity 35%
$8.5B
1512
One Capital Management, LLCWestlake Village, CA · 3,535 clients
Schwab 66%National Bank Independent Network (nbin) 34%
$8.5B
1514
Sagespring Wealth PartnersFranklin, TN · 11,623 clientsHybrid
Fidelity 100%
$8.5B
1520
Douglas C. Lane & AssociatesNew York, NY · 1,144 clientsAffiliated broker-dealer
Schwab 52%Fidelity Distributors Company 48%
$8.4B