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

1895
Evanson Financial, LLC DBA Evanson Asset Management980 clients
Schwab 87%
$5.8B
1900
GC Wealth Management RIA, LLCCambridge, MA · 247 clients
Fidelity 100%
$5.8B
1907
SYM Financial AdvisorsWinona Lake, IN · 1,959 clients
Schwab 79%
$5.8B
1914
Threadline WealthBellevue, WA · 1,246 clients
Schwab 97%
$5.8B
1919
Lasalle St. Investment Advisors, L.L.C.Elmhurst, IL · 14,284 clientsHybridLasalle St Securities, L.L.C.
Fidelity 80%
$5.7B
1921
Becker Capital Management, Inc.Portland, OR · 841 clients
Schwab 80%
$5.7B
1926
Gladstone Wealth PartnersPalm Beach Gardens, FL · 8,385 clientsWrap sponsorHybridIntegrity Alliance, LLC
LPL Financial 100%
$5.7B
1930
Klingman and Associates, LLCNew York, NY · 709 clients
Raymond James 76%Principal Securities 24%
$5.7B
1932
TFO Wealth PartnersMaumee, OH · 1,986 clients
Schwab 100%
$5.7B
1934
Sepio Capital, LPSalt Lake City, UT · 295 clients
Fidelity 100%
$5.6B
1935
Brave Warrior Advisors, LLCNew York, NY · 116 clients
Pershing 81%
$5.6B
1936
DynamicPhoenix, AZ · 5,634 clients
Schwab 82%
$5.6B
1938
Yale Capital Corp.St. Petersburg, FL · 118 clients
Schwab 100%
$5.6B
1944
Allegheny Financial GroupPittsburgh, PA · 3,971 clientsWrap sponsor
Fidelity 100%
$5.6B
1946
Stratos Wealth Advisors LLCBeachwood, OH · 5,023 clientsBank-affiliatedHybridSEI Investments (south Africa) Limited, SEI Investments Distribution Co.
Fidelity 61%Schwab 39%
$5.6B
1950
BalentineAtlanta, GA · 464 clients
Pershing 100%
$5.5B
1954
Integrated Advisors Network LLCDallas, TX · 7,612 clientsHybrid
Schwab 66%Fidelity 33%
$5.5B
1957
71 West Capital PartnersBoston, MA · 173 clientsWrap sponsor
Pershing 100%
$5.5B
1958
Crescent Grove AdvisorsLake Forest, IL · 382 clients
Fidelity 100%
$5.5B
1962
Waldron Private WealthBridgeville, PA · 517 clients
Fidelity 87%
$5.5B
1972
Calamos Wealth Management LLCNaperville, IL · 4,308 clientsHybridCalamos Financial Services LLC
Fidelity 100%
$5.5B
1980
Bluespring Wealth Management, LLCAustin, TX · 3,250 clientsAffiliated broker-dealerKestra Investment Services, LLC
Schwab 94%
$5.4B
1984
True North Advisors, LLCDallas, TX · 1,068 clients
Schwab 81%
$5.4B
1991
Constellation Wealth AdvisorsCincinnati, OH · 417 clients
Schwab 100%
$5.4B
2002
TCI Wealth Advisors, Inc.Tucson, AZ · 3,268 clients
Schwab 100%
$5.4B
2004
Western Wealth Management LLCGolden, CO · 11,253 clientsHybrid
LPL Financial 87%
$5.4B
2009
David Vaughan Investments, LLCPeoria, IL · 1,240 clientsBank-affiliated
Schwab 100%
$5.3B
2013
Mainstay Capital Management, LLCGrand Blanc, MI · 3,454 clients
Schwab 99%
$5.3B
2014
Pictet North America Advisors SAGeneva 73, Switzerland · 800 clientsBank-affiliatedAffiliated broker-dealerBank Pictet & CIE (europe) AG, Banque Pictet & CIE SA
Banque Pictet & CIE SA 100%
$5.3B
2016
BIP Wealth, LLCAtlanta, GA · 3,146 clientsHybrid
Schwab 61%Fidelity 39%
$5.3B
2018
Rehmann WealthLansing, MI · 2,549 clientsHybridRehmann Financial Network, LLC
No custodian reported
$5.3B
2027
Venture Visionary Partners LLCSylvania, OH · 2,810 clientsHybrid
Schwab 100%
$5.2B
2035
Linscomb Wealth, Inc.Houston, TX · 1,665 clientsBank-affiliatedAffiliated broker-dealer
Schwab 64%Fidelity 36%
$5.2B
2039
GentrustMiami, FL · 277 clientsPublic-company ownedHybrid
Fidelity 66%J.P. Morgan 34%
$5.2B
2040
Davidson Investment Advisors, Inc.Great Falls, MT · 4,407 clientsWrap sponsorHybridD.A. Davidson & Co.
D.A. Davidson & 64%
$5.2B
2042
KrilogySt. Louis, MO · 3,204 clientsHybrid
Schwab 86%
$5.2B
2048
Legacy Advisors, LLCPlymouth Meeting, PA · 317 clientsHybrid
Pershing 83%
$5.2B
2055
Tectonic Advisors LLCFrisco, TX · 2,377 clientsBank-affiliatedAffiliated broker-dealerSanders Morris LLC
Schwab 56%Tbank 44%
$5.1B
2067
Genter Capital ManagementLOS Angeles, CA · 4,294 clientsHybrid
Schwab 100%
$5.1B
2069
Eversource Wealth Advisors, LLCBirmingham, AL · 4,338 clients
Schwab 65%Fidelity 35%
$5.1B