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

7230
Able Wealth Management LLCToms River, NJ · 1,030 clients
Schwab 57%Fidelity 38%
$580M
7231
Harvey Capital Management IncPalm Beach, FL · 172 clients
No custodian reported
$579M
7232
EPG Wealth Management LLCAtlanta, GA · 1,194 clientsHybrid
Fidelity Distributors Company 47%Schwab 32%
$579M
7233
Mattern Wealth Management LLCLawrence, KS · 613 clients
Schwab 57%Wells Fargo 43%
$579M
7234
Edgerock Wealth ManagementDenver, CO · 575 clients
Fidelity 100%
$579M
7240
Oxler Private WealthRye Brook, NY · 151 clients
Pershing 100%
$578M
7241
Jackson, Grant Investment Advisers, Inc.Stamford, CT · 94 clients
Pershing 100%
$578M
7247
Brogan FinancialKnoxville, TN · 746 clients
Schwab 100%
$577M
7250
Allodium Investment Consultants, LLCMinneapolis, MN · 282 clients
Schwab 100%
$577M
7255
G&h InvestmentsLeola, PA · 136 clients
Schwab 100%
$576M
7256
Rezny Wealth Management, Inc.Fort Myers, FL · 275 clients
Schwab 100%
$576M
7262
Sage Advisors, LLCEdmonds, WA · 690 clients
Fidelity 0%
$575M
7263
Keidan Financial Consultants LLCColumbus, OH · 184 clientsHybrid
Pershing 100%
$575M
7267
Berkeley, IncBoise, ID · 222 clients
Schwab 100%
$574M
7268
Curtis Advisory Group, LLCSanta Barbara, CA · 157 clients
Schwab 100%
$574M
7269
FSA Advisors, Inc.Troy, MI · 4,406 clients
Schwab 65%Fidelity 35%
$573M
7271
Burkett Financial Services, LLCRock Hill, SC · 476 clients
Schwab 100%
$573M
7272
North Shore Private Asset Management, LLCLake Forest, IL · 218 clientsHybrid
Schwab 61%Raymond James 36%
$573M
7275
Prasad Wealth PartnersIndependence, OH · 729 clientsHybrid
Fidelity 100%
$572M
7278
Painted Porch Advisors LLCSanta Barbara, CA · 297 clients
Schwab 100%
$572M
7279
Independent Investors IncNesconset, NY · 100 clients
Pershing 57%BNY 43%
$572M
7280
Family WMS, LLCAthens, GA · 61 clients
Schwab 100%
$572M
7281
Westward Investment AdvisoryMission, KS · 20 clientsHybrid
Morgan Stanley 56%Robert W. Baird & Co. Incorporated 44%
$572M
7283
Capital Markets IQ, LLC884 clientsHybrid
SEI 58%Schwab 42%
$571M
7284
Clean Yield Asset ManagementNorwich, VT · 257 clients
Schwab 100%
$571M
7285
Sanchez Wealth Management Group, LLCJacksonville, FL · 545 clientsHybrid
LPL Financial 100%
$571M
7286
Lifestyle Asset Management, Inc.Friendswood, TX · 928 clientsHybrid
Schwab 100%
$571M
7290
TTP Investments, Inc.San Jose, CA · 382 clients
Fidelity 100%
$571M
7296
Brilliant Advice, LLCCincinnati, OH · 144 clients
Schwab 100%
$570M
7297
Tallwoods Partners, LLCChicago, IL · 8 clients
Johnson Financial Group LLC DB JFG Family Office 100%
$569M
7298
Potentia WealthSan Jose, CA · 731 clientsWrap sponsorHybrid
LPL Financial 100%
$569M
7299
Gilliland Jeter Wealth Management, LLCLittle Rock, AR · 297 clients
Raymond James 100%
$569M
7301
Merkle Retirement PlanningGrimes, IA · 1,019 clientsWrap sponsor
Schwab 100%
$569M
7302
ACT Wealth Management, LLCAllen, TX · 264 clients
Schwab 92%
$569M
7303
Generational Wealth AdvisorsRichardson, TX · 184 clientsHybridGenerational Capital Markets Inc.
Schwab 92%
$569M
7304
Freedom Investment Management, Inc.South Windsor, CT · 520 clients
Schwab 100%
$569M
7306
RIA Advisory Group, LLCDes Moines, IA · 1,996 clients
Schwab 78%Fidelity 22%
$568M
7307
FCG Investment CompanyGermantown, TN · 351 clients
Schwab 100%
$568M
7308
Scissortail Wealth Management, LLCTulsa, OK · 485 clientsHybrid
Raymond James 100%
$568M
7310
S.E.E.D. Planning Group, LLCBinghamton, NY · 763 clients
Fidelity 80%
$568M