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

6822
ACT Two Investors LLC311 clients
Schwab 100%
$647M
6827
Legacy Wealth Partners, LLCLakewood, CO · 1,064 clientsHybrid
Schwab 87%
$646M
6829
Kitching Partners, LLCConshohocken, PA · 119 clients
Schwab 53%J.P. Morgan 47%
$646M
6830
Cambridge Financial Group, LLCTucson, AZ · 293 clients
Schwab 100%
$646M
6831
Triumph Capital ManagementDenver, CO · 2,239 clientsWrap sponsor
No custodian reported
$646M
6832
Shankervalleau Wealth Advisors, Inc.Skokie, IL · 208 clientsWrap sponsor
Schwab 100%
$645M
6836
1808 Capital PartnersGreensboro, NC · 272 clients
Raymond James 100%
$645M
6838
Buckley WealthLas Vegas, NV · 224 clients
Fidelity 100%
$644M
6839
Heron Bay Capital ManagementBloomfield Hills, MI · 127 clients
Schwab 100%
$644M
6843
Heritage Wealth Management, Inc.San Diego, CA · 235 clients
Schwab 100%
$643M
6846
Chatham Wealth ManagementChatham, NJ · 424 clients
Schwab 100%
$643M
6848
Tsfg, LLCLake Forest, IL · 864 clientsWrap sponsorHybrid
LPL Financial 100%
$643M
6851
Regency Wealth ManagementRamsey, NJ · 312 clients
Fidelity 100%
$643M
6854
Arjuna Capital, LLCManchester, MA · 174 clients
Schwab 100%
$642M
6856
Granite Harbor Advisors, Inc.Houston, TX · 431 clientsWrap sponsor
Schwab 99%
$642M
6857
Shakespeare Wealth Management, LLCPewaukee, WI · 312 clients
Schwab 100%
$642M
6858
Woodward Financial Advisors, Inc.Chapel Hill, NC · 203 clients
Schwab 100%
$641M
6860
Phoenix Wealth Advisors Inc.Chapel Hill, NC · 1,592 clientsWrap sponsorHybrid
Raymond James 100%
$641M
6862
Single Point PartnersBoston, MA · 201 clients
Fidelity 100%
$641M
6863
Riverstone Advisors, LLC167 clients
Fidelity 100%
$641M
6864
Riggs Asset Management Co IncDallas, PA · 430 clients
Schwab 100%
$640M
6866
Highland Financial Advisors, LLCWayne, NJ · 361 clients
Schwab 100%
$640M
6867
Libra Wealth LLCLos Gatos, CA · 143 clients
Schwab 100%
$640M
6868
The Watchman Group, Inc.Plano, TX · 266 clients
Schwab 100%
$640M
6869
Murphy Pohlad Asset Management LLCEden Prairie, MN · 113 clients
Schwab 100%
$640M
6872
Tcfg Investment Advisors, LLCLaguna Niguel, CA · 2,334 clientsWrap sponsorHybridTcfg Wealth Management, LLC
Pershing 95%
$639M
6873
Northeast Advisers, Inc.Paoli, PA · 376 clients
Schwab 87%
$639M
6874
SK Wealth Management, LLCProvidence, RI · 323 clients
Schwab 100%
$639M
6875
Bellatore Financial, Inc.The Woodlands, TX · 561 clients
Schwab 100%
$639M
6876
Acumen Wealth Advisors, LLCChattanooga, TN · 303 clients
Schwab 100%
$638M
6877
Colorado Capital ManagementBoulder, CO · 241 clients
Schwab 100%
$638M
6878
Hemsley Advisors, LTD.Chicago, IL · 324 clients
Schwab 100%
$638M
6879
Scott & Selber, Inc. Capital ManagementHouston, TX · 109 clients
Schwab 100%
$638M
6880
Southern Capital Advisors, LLCJackson, TN · 817 clientsWrap sponsor
Fidelity 100%
$637M
6881
Timber Creek Capital Management, LLCBoston, MA · 46 clients
Fidelity 100%
$637M
6883
West Advisors, Inc.16 clients
No custodian reported
$637M
6889
Fischer Financial Services IncHarrisburg, PA · 615 clients
Fidelity 92%
$636M
6891
Rowland Miller + Partners LLCAtlanta, GA · 197 clients
Schwab 100%
$636M
6892
Empower Financial Advisory, LLCGlastonbury, CT · 295 clients
Fidelity 100%
$636M
6893
Hilltop Wealth Advisors, LLCChapel Hill, NC · 588 clients
Fidelity 100%
$636M