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

7640
Mowery & Schoenfeld Wealth Management, LLCLincolnshire, IL · 180 clients
Fidelity Distributors Company 100%
$524M
7641
Denver PWM, LLCDenver, CO · 221 clients
Schwab 100%
$524M
7642
Pathway Financial Advisers, LLCAuburn, IN · 822 clients
Fidelity 100%
$524M
7644
Conifer Investments LTDWest Hartford, CT · 41 clients
Schwab 100%
$524M
7645
DLK Investment ManagementSolana Beach, CA · 467 clients
Schwab 100%
$524M
7647
Financial Gravity Asset Management, Inc.Austin, TX · 1,518 clientsPublic-company owned
Schwab 100%
$523M
7648
Churchill Financial Advisors, LLCLouisville, KY · 108 clientsWrap sponsorHybridChurchill Financial, LLC
Fidelity 100%
$523M
7649
Evergreen Advisors, LLCChattanooga, TN · 494 clients
Schwab 100%
$523M
7651
Park Edge Advisors, LLCCleveland, OH · 330 clients
Schwab 100%
$523M
7652
Delta Wealth Management41 clients
Schwab 100%
$522M
7657
Leading Edge Financial Planning LLCKnoxville, TN · 302 clients
Schwab 100%
$522M
7661
Trinity Legacy Partners, LLCHouston, TX · 360 clients
Schwab 100%
$521M
7663
Disciplined Equity Management, Inc.Neptune Beach, FL · 231 clients
Schwab 100%
$521M
7664
Kingdom Financial Group, LLCPeoria, AZ · 1,810 clientsWrap sponsor
Fidelity 100%
$521M
7667
Zuraw Financial Advisors, LLCGreensboro, NC · 165 clients
Schwab 79%
$520M
7668
Uncommon Cents InvestingJanesville, WI · 589 clients
Schwab 100%
$520M
7669
Dean, Jacobson Financial ServicesFort Worth, TX · 564 clientsWrap sponsorHybrid
LPL Financial 100%
$519M
7672
Northstar Financial Companies, Inc.Conshohocken, PA · 507 clientsWrap sponsor
Schwab 100%
$519M
7673
Matson Financial Advisors, Inc.Danbury, CT · 232 clientsHybrid
Pershing 100%
$519M
7678
Independent Wealth Network, Inc.Urbandale, IA · 1,460 clientsHybrid
Schwab 100%
$518M
7681
Parkshore Wealth ManagementGranite Bay, CA · 528 clients
Schwab 100%
$518M
7684
BGM Wealth ManagementBloomington, MN · 213 clients
Schwab 100%
$517M
7686
Alliance Wealth Management Group, LLCFlemington, NJ · 447 clientsHybrid
Schwab 100%
$517M
7687
Fiat Wealth ManagementWayzata, MN · 647 clients
Schwab 100%
$517M
7690
Sowa Financial GroupLincoln, RI · 572 clientsHybrid
Fidelity 100%
$517M
7692
Medallion Wealth Advisors, LLCFarmington, CT · 2,484 clientsWrap sponsorHybrid
Schwab 83%
$517M
7696
Prudent InvestorsLake Forest, CA · 670 clients
Schwab 100%
$516M
7699
Orion Investment CoSt Louis, MO · 673 clientsHybridSauer, Dazey Investment Company, clears through RBC Capital Markets
RBC 100%
$515M
7700
Financial Network Wealth Advisors LLCMurray, UT · 1,828 clientsHybrid
Schwab 100%
$515M
7701
The Main Street GroupGlen Allen, VA · 765 clientsHybrid
Schwab 100%
$515M
7703
Prism Advisors, Inc.Studio City, CA · 242 clientsWrap sponsor
Schwab 100%
$515M
7705
Mattson Financial Services, LLCKentwood, MI · 1,127 clients
Schwab 100%
$515M
7706
Taiko Private WealthChicago, IL · 55 clients
Schwab 100%
$515M
7707
Haven Wealth GroupHouston, TX · 348 clients
Schwab 100%
$515M
7710
Searcy Financial Services, Inc.Overland Park, KS · 193 clients
Schwab 100%
$514M
7711
Uhler Vertich White AdvisorsFort Myers, FL · 424 clientsHybrid
Raymond James 100%
$514M
7712
Wiser Wealth Management, IncMarietta, GA · 528 clients
Schwab 100%
$514M
7717
Elevatus Wealth Management, LLCVictor, NY · 331 clients
Schwab 94%
$513M
7719
DEW Point CapitalLos Angeles, CA · 618 clients
Schwab 100%
$513M
7720
Alaethes Wealth, LLC103 clients
Fidelity 49%Schwab 42%
$513M