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

8407
Note Advisors, LLCBuffalo, NY · 542 clients
Schwab 100%
$437M
8408
Herbert J. Sims Capital Management, Inc.Fairfield, CT · 350 clientsWrap sponsorHybridHerbert J. Sims & Co, Inc.
Pershing 100%
$437M
8409
Peachtree Wealth Advisors, IncAtlanta, GA · 503 clientsHybrid
Fidelity 100%
$437M
8411
Fogel Capital Management IncStuart, FL · 263 clients
Schwab 100%
$437M
8412
Ndure Global LLC23 clients
No custodian reported
$437M
8413
August Wealth Advisors LLCWestport, CT · 319 clients
Schwab 100%
$437M
8414
Blueprint Investing LLCSan Francisco, CA · 42 clients
Schwab 79%
$436M
8415
Westend Capital Management, LLC.Sausalito, CA · 331 clients
Schwab 99%
$436M
8416
Financial Asset Management CorpChappaqua, NY · 204 clients
Schwab 100%
$436M
8418
Chapel Hill Investment Analysts IncGreensburg, PA · 1,411 clients
No custodian reported
$436M
8421
Precision Financial ServicesMine Hill, NJ · 528 clientsWrap sponsorHybrid
Fidelity 100%
$436M
8422
Princeton Capital Management LLCRed Bank, NJ · 184 clients
Schwab 89%
$435M
8423
Advisorstrust Partners LLCRaleigh, NC · 184 clientsHybrid
Schwab 56%Fidelity 44%
$435M
8425
Mmhp Investment AdvisorsThomasville, GA · 336 clients
Schwab 100%
$435M
8426
Fefa FinancialSaint Louis, MO · 1,686 clientsWrap sponsor
Schwab 100%
$435M
8427
Family Capital ManagementGrand Rapids, MI · 499 clientsHybrid
Schwab 100%
$435M
8428
Horrell Capital Management, Inc.Little Rock, AR · 81 clients
BNY 52%Schwab 48%
$435M
8429
Brandon Financial Planning, Inc.Memphis, TN · 252 clientsHybrid
Schwab 100%
$435M
8431
Carmel Capital Partners, LLCSan Diego, CA · 263 clients
Schwab 100%
$434M
8432
Comprehensive Financial Planning, Inc.East Petersburg, PA · 592 clients
Schwab 100%
$434M
8435
Sestante Family OfficeCoronado, CA · 16 clients
Schwab 87%
$434M
8436
Plan A Wealth, LLCLincoln, NE · 658 clientsHybrid
Schwab 100%
$434M
8437
Retire AgileHermantown, MN · 188 clientsWrap sponsor
Schwab 71%Fidelity 29%
$434M
8439
Santori & PetersCanonsburg, PA · 199 clients
Schwab 100%
$433M
8440
Waypoint Wealth Counsel LLCAtlanta, GA · 176 clients
Schwab 81%
$433M
8442
Greenbridge Partners LLCLakeland, FL · 648 clientsHybrid
Schwab 100%
$433M
8450
Tred Avon Family Wealth, LLCEaston, MD · 347 clients
No custodian reported
$432M
8452
Argentarii, LLCCincinnati, OH · 125 clients
Goldman Sachs 100%
$432M
8454
Music Row Wealth ManagementNashville, TN · 349 clients
Raymond James 100%
$432M
8455
Tricord Advisors, Inc.Riverside, CA · 552 clientsHybrid
Schwab 95%
$432M
8458
NBZ Investment Advisors, LLCKnoxville, TN · 199 clients
Schwab 100%
$431M
8459
ETF Portfolio Partners, Inc.Leawood, KS · 443 clients
Fidelity 100%
$431M
8460
Prospect Financial Services LLCMelville, NY · 613 clientsHybrid
LPL Financial 100%
$431M
8461
MWM Group LLCCedarhurst, NY · 364 clientsWrap sponsorHybrid
Schwab 100%
$431M
8464
Cutler Capital ManagementWorcester, MA · 146 clients
Fidelity 88%
$431M
8465
Steadmont Advisors, LLCBirmingham, AL · 339 clients
Fidelity 100%
$431M
8466
Arrowroot Family Office, LLCMarina Del Rey, CA · 1,415 clientsAffiliated broker-dealerArrowroot Partners, LLC
Schwab 100%
$431M
8467
White Pine Capital LLCBloomington, MN · 84 clients
Fidelity 88%
$431M
8468
Swmg, LLCFort Worth, TX · 429 clientsHybrid
Pershing 99%
$430M
8469
Castle Wealth ManagementBoynton Beach, FL · 251 clientsWrap sponsor
Schwab 100%
$430M