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

6894
Fire Capital Management, LLCSan Francisco, CA · 61 clients
Schwab 100%
$635M
6895
Clare Market Investments, LLCDallas, TX · 237 clients
Fidelity 100%
$635M
6896
Northwest Financial Services IncIndianapolis, IN · 377 clients
Schwab 100%
$635M
6900
The Salvetti GroupSacramento, CA · 590 clientsWrap sponsor
Raymond James 100%
$634M
6901
Vision RetirementRidgewood, NJ · 1,119 clientsWrap sponsorHybrid
LPL Financial 100%
$634M
6902
WJ Interests, LLCSugar Land, TX · 254 clients
Schwab 100%
$634M
6903
Kickstand Wealth AdvisorsPittsford, NY · 376 clients
Schwab 100%
$633M
6904
Kennedy Investment GroupWest Deptford, NJ · 1,036 clientsWrap sponsor
Raymond James 100%
$633M
6906
Whiterock Wealth Design, LLCFayetteville, AR · 739 clients
Schwab 100%
$633M
6908
Vickerman Investment Advisors, Inc.Spokane, WA · 431 clients
Schwab 100%
$632M
6909
Carlson FinancialTopeka, KS · 1,097 clients
Fidelity Distributors Company 100%
$632M
6910
Fortem Financial Group, LLCPalm Desert, CA · 347 clientsHybrid
Schwab 100%
$632M
6911
Vizcaya Capital, LLCMiami, FL · 346 clients
J.P. Morgan 60%Pershing 22%
$631M
6914
Peak Retirement Planning, Inc.Columbus, OH · 910 clients
Altruist 100%
$631M
6916
Stuart Investment Advisors, Inc.Austin, TX · 401 clients
Raymond James 100%
$631M
6918
Cordatus Wealth Management LLCYardley, PA · 308 clientsWrap sponsorHybrid
Wells Fargo 100%
$630M
6919
Davidson Capital Management, IncCorpus Christi, TX · 435 clients
Schwab 100%
$630M
6920
Neumann Capital ManagementFoster City, CA · 191 clients
Schwab 100%
$630M
6921
Rosel Wealth Management, LLCHighlands Ranch, CO · 317 clientsWrap sponsor
Schwab 100%
$630M
6926
Legacy Wealth Management, LLCBoise, ID · 3,416 clients
Schwab 100%
$629M
6928
Cornerstone Wealth ManagementWestlake, OH · 463 clients
Schwab 100%
$629M
6931
Gem Asset Management, LLCPlymouth, MI · 506 clients
Schwab 100%
$628M
6932
Meridian Investment Advisors, Inc.Indianapolis, IN · 627 clients
Fidelity Distributors Company 100%
$628M
6935
Aljian Capital ManagementCarson City, NV · 436 clients
Schwab 100%
$628M
6936
Kutscher Benner Barsness & Stevens, Inc.Seattle, WA · 185 clients
Schwab 100%
$628M
6937
Meridian Financial Partners LLCWarrenton, VA · 583 clients
Schwab 100%
$628M
6938
Centrica Wealth ManagementMiami, FL · 14 clientsHybrid
J.P. Morgan 100%
$627M
6939
Ariadne Wealth Management, LPSanta Barbara, CA · 53 clients
Schwab 60%Fidelity 30%
$627M
6941
Winslow Asset Management IncBeachwood, OH · 130 clients
Fidelity 68%PNC Bank 32%
$627M
6944
Epsilon Financial Group, Inc.Fairfield, CA · 434 clients
Schwab 100%
$626M
6945
B&c Financial AdvisorsPonte Vedra Beach, FL · 543 clients
Pershing 100%
$626M
6946
Rialto Wealth ManagementSyracuse, NY · 344 clients
Schwab 100%
$626M
6947
Impact Capital Partners LLCGreenwood Village, CO · 230 clients
Schwab 100%
$626M
6950
Climber Capital SANyon, Vaud, Switzerland · 94 clients
Banque Pictet & CIE SA 45%Edmond De Rothschild (suisse) SA 38%
$625M
6951
Sovereign Wealth Advisors LLCHouston, TX · 1,275 clientsHybrid
No custodian reported
$625M
6952
Portfolio Design Labs, LLCEncino, CA · 357 clients
Schwab 82%
$625M
6954
Lountzis Asset Management, LLCWyomissing, PA · 155 clients
Schwab 100%
$624M
6955
Riverview Capital Advisers LLCBoston, MA · 221 clients
Schwab 100%
$624M
6957
Hill Island Financial LLCGrand Rapids, MI · 217 clients
Fidelity 100%
$624M
6958
Axius Advisors LLCSaint Charles, MO · 1,231 clientsHybrid
Schwab 100%
$624M