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

8786
Helm Capital ManagementSeattle, WA · 52 clients
Schwab 100%
$401M
8787
Cornerstone Financial Planning, LLCPortsmouth, NH · 247 clients
Fidelity 100%
$401M
8789
Burns Matteson Capital Management, LLCCorning, NY · 199 clients
Schwab 100%
$400M
8790
Ticino WealthMission Viejo, CA · 296 clientsWrap sponsor
Wells Fargo 100%
$400M
8791
Keyes, Stange & Wooten Wealth Management, LLCDaytona Beach, FL · 407 clientsHybrid
Raymond James 100%
$400M
8795
Sjbenen Advisory, LLC149 clients
Interactive Brokers 55%Schwab 45%
$400M
8796
Secure Financial ManagementSan Antonio, TX · 584 clients
Schwab 100%
$400M
8797
Silver Birch Financial LLC247 clients
Schwab 100%
$399M
8798
Threadgill Financial, LLCThe Woodlands, TX · 381 clients
Schwab 100%
$399M
8799
Pioneer Wealth Management GroupAustin, TX · 499 clients
Schwab 100%
$399M
8800
Trinity Wealth Management, LLCBerwyn, PA · 240 clients
Schwab 100%
$399M
8801
Waterford Advisors, LLCOrchard Park, NY · 351 clients
Schwab 100%
$399M
8803
Midwest Heritage Financial AdvisorsWest Des Moines, IA · 334 clientsBank-affiliatedHybrid
Schwab 100%
$399M
8805
Lester Financial Group, LLCChampaign, IL · 784 clients
Fidelity 100%
$399M
8806
Mighty Oak Strong America Investment CompanyMechanicsburg, PA · 176 clients
Fidelity Distributors Company 100%
$398M
8808
Luminvest Wealth Management LLCScottsdale, AZ · 140 clients
Schwab 41%Altruist 37%Vanguard 22%
$398M
8810
Concord Investment CounselIrvine, CA · 207 clients
Schwab 100%
$398M
8811
Prometheus Capital Management Corp.Yardley, PA · 270 clients
Schwab 100%
$398M
8812
Raleigh Capital Management Inc.Cary, NC · 470 clientsHybrid
Fidelity 100%
$398M
8813
Oars CapitalDillsburg, PA · 158 clients
No custodian reported
$398M
8815
Perennial Advisors Group, LLCWestford, MA · 191 clients
Schwab 100%
$397M
8816
Financial CoachWest Chester, PA · 253 clients
Schwab 100%
$397M
8818
Iams Wealth Management, LLCOmaha, NE · 1,633 clientsHybridAmerican Elm Distribution Partners, LLC
Schwab 100%
$397M
8819
Webb Financial GroupBloomington, MN · 673 clients
Schwab 66%Fidelity Distributors Company 34%
$397M
8820
Sagebroadview Wealth Management, LLCFarmington, CT · 148 clients
Schwab 58%Altruist 42%
$397M
8822
Beacon Financial Planning, IncHyannis, MA · 316 clients
Schwab 100%
$397M
8823
Centennial Wealth Advisory, LLCTraverse City, MI · 1,354 clients
Fidelity 100%
$397M
8824
Settanni Financial LLCArmonk, NY · 160 clients
Schwab 100%
$397M
8825
Goodwin Investment AdvisoryWoodstock, GA · 402 clients
Fidelity 100%
$397M
8826
Howard Wealth Management, LLC248 clients
Schwab 100%
$397M
8828
Miramontes Capital, LLCNewport Beach, CA · 744 clientsWrap sponsorHybridBalanced Security Planning, Inc.
Schwab 100%
$397M
8829
New Insight Wealth AdvisorsSan Ramon, CA · 375 clientsHybrid
Schwab 100%
$397M
8830
Sara-Bay Financial Corp.Sarasota, FL · 324 clients
Schwab 100%
$397M
8831
Visionary Horizons, LLCKnoxville, TN · 709 clientsHybrid
Schwab 89%
$397M
8832
Smedley Financial Services IncSalt Lake City, UT · 855 clientsHybrid
Fidelity 100%
$397M
8834
Fortune Wealth Management, LLCDallas, TX · 201 clients
No custodian reported
$396M
8835
Family Wealth Advisory Group, LLCCincinnati, OH · 219 clients
Fidelity 100%
$396M
8836
Kirtland Financial Management, Inc.Coral Gables, FL · 201 clientsHybrid
Raymond James 100%
$396M
8839
Diastole Wealth ManagementGuilford, CT · 275 clients
Schwab 100%
$396M
8840
Lesjak Planning, LLCWestlake, OH · 376 clients
Schwab 100%
$396M