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

8841
Poinciana Advisors Group, LLCPalm Beach Gardens, FL · 112 clients
Fidelity 100%
$396M
8843
Gunderson Capital ManagementMount Pleasant, SC · 696 clients
Schwab 100%
$396M
8847
MOR Wealth Management, LLCPhiladelphia, PA · 152 clientsWrap sponsor
Fidelity 100%
$396M
8848
Mann Financial GroupDetroit Lakes, MN · 597 clientsWrap sponsor
Schwab 100%
$396M
8849
Portfolio Wealth AdvisorsAlbuquerque, NM · 283 clientsWrap sponsor
Schwab 100%
$395M
8853
Gravitalix FinancialCoral Springs, FL · 19,218 clients
No custodian reported
$395M
8854
Kiker Wealth Management, LLCJasper, GA · 901 clients
Fidelity 100%
$395M
8856
Quarry Hill AdvisorsSaint Paul, MN · 203 clients
Schwab 100%
$395M
8857
Reframe Wealth, LLCFairfax, VA · 235 clientsWrap sponsor
Schwab 100%
$395M
8858
Clarion Wealth Management PartnersFairfax, VA · 420 clientsWrap sponsor
Schwab 100%
$395M
8859
Generational Wealth, Inc.Zeeland, MI · 665 clientsHybrid
Schwab 100%
$395M
8860
Abich Financial Wealth Management, LLCAshburn, VA · 523 clients
Schwab 100%
$395M
8863
Cargile Investment ManagementMidland, TX · 204 clients
Schwab 66%Fidelity 34%
$395M
8867
The Retirement Planning Company of New England, Inc.Warwick, RI · 566 clientsHybrid
Schwab 100%
$394M
8868
Vawter Financial LTDColumbus, OH · 247 clients
Schwab 100%
$394M
8869
Integrity Investment Advisors117 clients
Schwab 72%Fidelity 28%
$394M
8870
MN Wealth Advisors, LLCOverland Park, KS · 571 clients
Schwab 100%
$394M
8871
Signet Investment Advisory Group, Inc.Providence, RI · 198 clients
Schwab 100%
$394M
8873
Knuff & Company LLCFoster City, CA · 29 clients
Schwab 100%
$394M
8874
AJ AdvisorsNashville, TN · 414 clients
Schwab 100%
$394M
8876
Virginia Wealth Management Group, Inc.Virginia Beach, VA · 117 clientsWrap sponsor
Wells Fargo 100%
$394M
8877
Bellevue Asset Management, LLCBellevue, WA · 219 clients
Schwab 100%
$394M
8878
"tate Asset Management" and "dco Wealth Management"Rancho Santa Fe, CA · 256 clients
Schwab 100%
$393M
8880
Core Wealth Partners LLCSanta Rosa, CA · 385 clients
Schwab 90%
$393M
8881
Private Family Wealth AdvisorsAtlanta, GA · 138 clients
Schwab 100%
$393M
8882
Causey Wealth LLCGreenwood Village, CO · 185 clients
Schwab 100%
$393M
8883
Key Capital Management, Inc.Hendersonville, TN · 2,018 clients
Schwab 100%
$393M
8884
Bentley Financial GroupDowners Grove, IL · 470 clientsWrap sponsorHybrid
No custodian reported
$393M
8885
Dunnavan & Co.Minneapolis, MN · 231 clients
Schwab 81%
$393M
8886
Atlatl AdvisersMadison, WI · 274 clients
Schwab 100%
$393M
8887
Panoramic Capital Partners LLCLake Oswego, OR · 159 clients
Schwab 100%
$393M
8890
Family Wealth Partners, LLCMatthews, NC · 266 clients
Schwab 100%
$392M
8891
Schorn WealthEnglewood, FL · 721 clients
Schwab 100%
$392M
8892
Darrow Wealth ManagementNeedham, MA · 122 clients
Schwab 100%
$392M
8893
Eastover Capital ManagementCharlotte, NC · 250 clients
Schwab 86%
$392M
8894
S&a Financial Services, Inc.Overland Park, KS · 1,183 clients
Schwab 100%
$392M
8895
Carmel Capital Management L.L.C.Carmel, CA · 102 clients
Schwab 100%
$392M
8897
Paul Manners & Associates, Inc.Marietta, GA · 245 clients
No custodian reported
$392M
8900
Siebert Advisornxt, LLC.New York, NY · 973 clientsPublic-company ownedHybridMuriel Siebert & Co., LLC, clears through National Financial Services (Fidelity)
No custodian reported
$392M
8901
Moon Capital Management, LLCKnoxville, TN · 162 clients
Schwab 100%
$392M