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

8470
Diker Management LLCNew York, NY · 18 clients
J.P. Morgan 100%
$430M
8471
Power Wealth ManagementAlpharetta, GA · 253 clients
Schwab 100%
$430M
8472
Integrated Capital ManagementBloomfield Hills, MI · 448 clients
Schwab 90%
$430M
8473
Compass Financial Group, Inc.Deerfield Beach, FL · 120 clients
Schwab 100%
$430M
8474
Navigate Wealth Management, LLCBirmingham, AL · 274 clients
Schwab 100%
$430M
8475
Shayne & Jacobs, LLCNashville, TN · 169 clients
Schwab 100%
$429M
8479
Symphony Financial Services, Inc.Akron, OH · 641 clientsHybrid
LPL Financial 87%
$429M
8480
Lawson Kroeker Investment Management IncOmaha, NE · 142 clients
U.S. Bank 60%
$429M
8481
Blue Water Asset ManagementGrand Rapids, MI · 940 clientsHybrid
Schwab 100%
$428M
8482
Lega Z Advisory LLC7 clients
UBS 49%Brown Brothers Harriman 34%
$428M
8484
Longwall Family OfficeWestport, CT · 50 clients
EFG Bank and Trust (bahamas) LTD 58%Fidelity 42%
$428M
8486
Haven PrivateOrlando, FL · 186 clients
Schwab 100%
$428M
8488
Abound FinancialGranite Bay, CA · 541 clientsWrap sponsorHybrid
LPL Financial 100%
$428M
8489
McCarter Private Wealth Services LLCBoston, MA · 126 clients
Fidelity 100%
$428M
8492
Shearwater CapitalDenver, CO · 180 clients
Schwab 100%
$427M
8494
O'donnell Financial Services, LLCSan Rafael, CA · 995 clientsWrap sponsorHybrid
Schwab 100%
$427M
8498
Hackman Financial GroupCincinnati, OH · 675 clientsWrap sponsorHybrid
LPL Financial 100%
$427M
8499
Beacon Bridge Wealth Partners, LLCLower Gwynedd, PA · 717 clientsHybrid
Schwab 100%
$427M
8504
Boulder Asset ManagementEnglewood, CO · 66 clients
No custodian reported
$426M
8505
Cypress Capital, LLCFranklin, TN · 663 clients
Schwab 100%
$426M
8506
TGS Financial AdvisorsRadnor, PA · 259 clientsWrap sponsor
Raymond James 100%
$426M
8508
Legacy Bridge Private Family OfficesWest Des Moines, IA · 67 clients
Schwab 100%
$426M
8509
Omni 360 Wealth, Inc.Plainsboro, NJ · 385 clients
Schwab 75%Fidelity 25%
$426M
8510
Murphy & SylvestDallas, TX · 428 clients
Schwab 100%
$426M
8512
Appomattox Advisory, IncNew York, NY · 22 clients
No custodian reported
$426M
8514
Quad-Cities Investment Group, LLCDavenport, IA · 610 clients
Raymond James 100%
$426M
8516
Big Investment ServicesDover, DE · 622 clientsWrap sponsor
Wells Fargo 100%
$425M
8517
Stonehearth Capital ManagementDanvers, MA · 490 clientsWrap sponsor
Schwab 100%
$425M
8518
Buttonwood WealthWinchester, VA · 406 clientsWrap sponsorHybrid
LPL Financial 100%
$425M
8520
Trinity Wealth Management LLCCincinnati, OH · 94 clients
No custodian reported
$425M
8522
Paradigm Investment Advisory, LLCBridgewater, NJ · 645 clientsWrap sponsorHybrid
LPL Financial 81%
$425M
8523
Ashdon Investment Management, LLCTullahoma, TN · 63 clients
Fidelity 100%
$425M
8527
Macdougall Financial CounselingDelmont, PA · 124 clients
No custodian reported
$425M
8530
Syrios Wealth Management GroupLa Jolla, CA · 145 clientsWrap sponsor
Wells Fargo 100%
$425M
8531
Mascagni Wealth Management, Inc.Clinton, MS · 736 clientsWrap sponsor
Schwab 100%
$425M
8532
Hayek Kallen Investment Management L.L.C.Fairhope, AL · 200 clients
Schwab 91%
$424M
8533
Smart Money Group, LLCEastland, TX · 571 clientsHybrid
Schwab 100%
$424M
8534
Blackdiamond Wealth Management, LLCNew York, NY · 379 clientsHybrid
Schwab 100%
$424M
8536
First City Capital Management IncSavannah, GA · 251 clients
Schwab 100%
$424M
8537
Castle Coast Wealth, LLCLa Jolla, CA · 306 clients
Schwab 100%
$424M