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

7311
Hillcrest Financial GroupThousand Oaks, CA · 347 clients
Fidelity 100%
$568M
7312
Liberty Square Wealth Partners LLCBethlehem, PA · 625 clientsHybrid
Schwab 100%
$568M
7314
Mascoma Wealth ManagementHanover, NH · 477 clientsBank-affiliated
Fidelity Distributors Company 100%
$568M
7315
Prentice Wealth Management LLCRochester, NY · 1,029 clientsHybrid
Schwab 100%
$568M
7316
HMV Wealth Advisors, LLCShreveport, LA · 138 clients
Fidelity 100%
$567M
7317
Fiori Financial GroupFort Lauderdale, FL · 238 clientsWrap sponsorHybrid
Goldman Sachs 100%
$567M
7318
FrecSan Francisco, CA · 1,830 clientsHybridFrec Securities LLC, clears through Apex Clearing
No custodian reported
$567M
7322
Latitude Advisors, LLC1,590 clientsHybrid
Fidelity 100%
$567M
7323
Decker Wealth Management, LLCNashville, TN · 326 clients
Schwab 100%
$566M
7325
Alteri WealthWestlake Village, CA · 350 clientsHybrid
No custodian reported
$566M
7326
Midwest Financial Group LLCOverland Park, KS · 955 clientsWrap sponsor
Schwab 100%
$566M
7327
Equinum, LLCBrooklyn, NY · 214 clients
Schwab 100%
$566M
7329
Adams Wealth AdvisorsLogan, UT · 703 clients
Fidelity 68%
$566M
7331
First Fiduciary Investment Counsel IncCleveland, OH · 276 clients
Schwab 68%
$566M
7332
Atticus Wealth ManagementPalm Beach Gardens, FL · 429 clients
Schwab 100%
$565M
7334
Friedlander & Co IncMilwaukee, WI · 31 clients
Robert W. Baird & Co. Incorporated 93%
$565M
7336
Jackson Square Capital, LLCSan Francisco, CA · 631 clientsWrap sponsor
Pershing 100%
$564M
7337
Shikiar Asset Management IncNew York, NY · 148 clients
Pershing 100%
$564M
7338
Boyum Wealth Architects LLCBloomington, MN · 454 clients
Schwab 100%
$564M
7340
LGG FinancialBethesda, MD · 250 clientsWrap sponsor
Schwab 100%
$564M
7343
Tortuga Advisers LLCSimi Valley, CA · 40 clients
No custodian reported
$564M
7344
Downtown Wealth Studios, LLCMiami, FL · 46 clients
Pershing 100%
$563M
7346
Paradigm Wealth Management, LLCWestlake, OH · 416 clients
Fidelity 80%
$563M
7347
Dara Capital US, Inc.Miami, FL · 58 clients
No custodian reported
$563M
7348
Brooklyn FI, LLCBrooklyn, NY · 373 clients
Schwab 100%
$563M
7351
Lifeguide Financial Advisors, LLCMechanicsburg, PA · 778 clientsWrap sponsor
Schwab 100%
$563M
7353
Jacobsen Capital ManagementSalt Lake City, UT · 118 clients
Schwab 100%
$563M
7356
Strongbox Wealth, LLCLee's Summit, MO · 499 clients
Schwab 100%
$562M
7358
Beck Capital Management LLCAustin, TX · 451 clients
Fidelity 100%
$562M
7359
Dumont & Blake Investment Advisors LLCPrinceton, NJ · 439 clients
Schwab 100%
$562M
7360
Capitol Private Wealth Group LLCVienna, VA · 572 clientsHybrid
Schwab 100%
$562M
7361
SGH Wealth ManagementLathrup Village, MI · 427 clientsWrap sponsor
No custodian reported
$562M
7362
Banyan Tree Advisors PVT. LTD.Bangalore, India · 2,089 clients
Hdfc Bank LTD. 100%
$562M
7363
Acorn Wealth Advisors, LLCGrand Blanc, MI · 809 clients
Schwab 100%
$561M
7364
Towerpoint Wealth, LLCSacramento, CA · 570 clientsHybrid
Schwab 100%
$561M
7369
Matrix Private Capital GroupChicago, IL · 222 clients
Fidelity 100%
$561M
7370
Wedgewood Partners, Inc.St Louis, MO · 389 clients
UBS 42%Morgan Stanley 24%
$561M
7371
John A. Wolfe & Associates, Inc.Portage, MI · 450 clients
Schwab 100%
$561M
7373
Melia Wealth LLCTulsa, OK · 1,164 clients
Schwab 100%
$560M
7375
Empirical Asset Management, LLCWellesley, MA · 474 clients
Schwab 51%Fidelity 49%
$560M