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

7571
Wealth Intelligently Navigated, LLCGreer, SC · 408 clients
Schwab 100%
$533M
7572
Argonautica Private Wealth Management, IncWellesley, MA · 121 clientsWrap sponsor
Wells Fargo 100%
$533M
7576
Brophy Wealth Management, LLCBedford, NH · 391 clientsWrap sponsorHybrid
Schwab 100%
$533M
7578
Eight 31 Financial, LLCMidland, TX · 74 clientsWrap sponsor
Pershing 100%
$532M
7579
Founders Grove Wealth Partners, LLCRichmond, VA · 169 clients
Schwab 100%
$532M
7580
White Pine Investment CoLivonia, MI · 355 clients
Schwab 100%
$532M
7582
DST Wealth Management LLCIndian Wells, CA · 197 clientsHybrid
Schwab 100%
$532M
7583
Elevated Financial GroupIndianapolis, IN · 716 clientsHybrid
Schwab 59%Transamerica Capital 25%
$532M
7585
Cerro Pacific Wealth Advisors, LLCSan Luis Obispo, CA · 254 clients
Fidelity 100%
$532M
7586
XXI Wealth, LLCChicago, IL · 87 clients
Schwab 100%
$532M
7588
Ceeto Capital Group, LLCCoral Gables, FL · 18 clients
Fidelity 69%Salem Trust 31%
$531M
7592
RAI WealthNaperville, IL · 450 clientsHybrid
Schwab 100%
$531M
7593
Trinity Portfolio Advisors, LLCSouthlake, TX · 622 clients
Fidelity 100%
$531M
7595
Santa Barbara ManagementChicago, IL · 9 clients
Schwab 100%
$530M
7596
Matheson & Rock Wealth Management, LLCDavenport, IA · 428 clients
Schwab 100%
$530M
7599
Pension & Wealth Management AdvisorsWaltham, MA · 523 clients
Fidelity 100%
$530M
7600
Denver Wealth Management, Inc.Denver, CO · 986 clientsHybrid
LPL Financial 100%
$530M
7603
Yarger Wealth Strategies, LLCWesterville, OH · 216 clients
Fidelity 100%
$530M
7607
Benedict Financial Advisors, Inc.Atlanta, GA · 321 clientsWrap sponsorHybrid
LPL Financial 100%
$529M
7608
Council Oak Wealth AdvisorsTulsa, OK · 378 clients
Raymond James 84%
$529M
7609
Navigate Private Wealth, LLCDraper, UT · 1,929 clients
Fidelity 100%
$529M
7612
Willow Creek FinancialSan Diego, CA · 238 clientsWrap sponsor
Schwab 100%
$529M
7613
S.A. Mason, LLCHolland, MI · 282 clients
Schwab 74%Fifth Third Bank 26%
$529M
7614
Peterson Wealth Services Inc.South Ogden, UT · 453 clients
Raymond James 100%
$529M
7615
Measured Wealth Private Client Group, LLCRye, NH · 638 clients
Schwab 100%
$528M
7616
BCR Wealth StrategiesVestavia, AL · 362 clients
Pershing 100%
$528M
7619
Cura Wealth Advisors, LLCChicago, IL · 172 clients
Schwab 100%
$528M
7620
Rosecap Investment Advisors, LLCGrand Junction, CO · 747 clients
Schwab 100%
$528M
7621
Noble Family WealthClearwater, FL · 124 clients
Pershing 100%
$527M
7625
Compass Financial Advisory Services, LLCOrmond Beach, FL · 1,031 clientsWrap sponsor
Pershing 100%
$527M
7626
Ariston Services Group, LLCSan Diego, CA · 70 clients
Schwab 100%
$527M
7627
Compass Group Investments Solutions LLCMiami, FL · 148 clientsPublic-company ownedHybridCG Compass (USA) LLC, clears through Pershing
Brown Brothers Harriman & 49%Pershing 37%
$527M
7630
Aurdan Capital Management, LLCWayne, PA · 423 clients
Fidelity 100%
$526M
7632
Graybill Wealth Management, LTD.Elmhurst, IL · 269 clients
Fidelity 78%Schwab 22%
$526M
7633
Gold Investment Management LTD.Edmonton, Canada · 965 clients
Aviso Financial 79%
$526M
7635
Bostonpremier WealthHingham, MA · 754 clients
Fidelity 100%
$525M
7636
Core PlanningOfallon, MO · 867 clients
Schwab 57%Altruist 43%
$525M
7637
5th Street Advisors, LLCSouthport, CT · 222 clients
Fidelity 78%Schwab 22%
$524M
7638
Essential Planning, LLCPortsmouth, NH · 573 clientsHybrid
Schwab 100%
$524M
7639
Reify Wealth Advisors, Inc.Indianapolis, IN · 247 clients
Schwab 100%
$524M