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.

Filters

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

9121
Torren Management, LLCSan Diego, CA · 8 clients
Fidelity 100%
$373M
9122
Morey & Quinn Wealth PartnersOmaha, NE · 548 clientsWrap sponsorHybrid
Raymond James 100%
$373M
9125
Kunath Karren Rinne & Atkin LLCSeattle, WA · 66 clients
No custodian reported
$373M
9127
The Karras Company, Inc.Roy, UT · 251 clientsHybrid
Raymond James 100%
$373M
9129
Richard W. Paul & Associates, LLCNovi, MI · 674 clientsHybridMatthew Paul
Fidelity 100%
$373M
9130
Hibernia Wealth Partners, LLCBaton Rouge, LA · 653 clientsWrap sponsorHybrid
LPL Financial 100%
$373M
9131
Margna Peak Advisors AGZurich, Switzerland · 48 clients
Bank Julius Baer & Co LTD. 32%Union Bancaire Privee 32%
$372M
9135
Callahan Wealth Advisory290 clientsWrap sponsorHybrid
Raymond James 100%
$372M
9136
RPO LLCStamford, CT · 8 clients
Goldman Sachs 100%
$372M
9137
Livelife Capital Partners LLCSouthborough, MA · 261 clientsWrap sponsorHybrid
Schwab 62%Pershing 38%
$372M
9139
Pacific Wealth ManagementSan Diego, CA · 209 clients
Schwab 100%
$372M
9140
Pinnacle Family Advisors, LLCSpringfield, MO · 917 clientsHybrid
Schwab 64%Fidelity 36%
$372M
9141
Union Strategic AdvisorsBlue Ash, OH · 474 clientsWrap sponsor
Raymond James 100%
$372M
9142
Olistico Wealth, LLCTulsa, OK · 404 clientsWrap sponsor
Pershing 78%Empower Financial Services 22%
$372M
9144
Warther Private WealthAkron, OH · 249 clientsHybrid
No custodian reported
$371M
9145
Invicta Financial GroupYuma, AZ · 477 clients
Pershing 100%
$371M
9146
Craig Duvarney, CFP152 clientsHybrid
Pershing 100%
$371M
9147
Orion Capital Management LLCCoronado, CA · 163 clients
Schwab 100%
$371M
9149
Macro Advisors, Inc.York, PA · 683 clients
Schwab 100%
$371M
9150
Helm Investment Management, LLCDenver, CO · 140 clients
Schwab 100%
$371M
9152
Archer Investment Management254 clients
Schwab 100%
$371M
9154
Atala Financial IncCalabasas, CA · 68 clients
Wells Fargo 100%
$371M
9155
Langley Wealth Management, LLCCorinth, MS · 1,229 clientsHybrid
Raymond James 100%
$371M
9156
Retirement Planning Specialists, Inc.Ashland, OR · 556 clients
Schwab 100%
$371M
9159
Rebel Financial, LLCGroveport, OH · 443 clients
Schwab 75%
$370M
9160
Catalyst Private Wealth, LLCSan Mateo, CA · 524 clientsHybrid
Schwab 100%
$370M
9161
WealthspringLong Beach, CA · 409 clientsHybrid
Fidelity 100%
$370M
9164
Cosner Financial Group, LLCWindsor, CO · 635 clientsHybrid
Fidelity 100%
$370M
9165
Willow Grove Advisors, LLCBerkeley, CA · 194 clientsWrap sponsor
Fidelity 93%
$370M
9166
Glassy Mountain Advisors, Inc.Bethesda, MD · 127 clients
Fidelity 63%Schwab 37%
$370M
9167
InterwiseHolladay, UT · 334 clientsHybrid
Schwab 100%
$370M
9168
Menlo Advisors LLCMenlo Park, CA · 40 clients
Schwab 100%
$370M
9170
M.Z. Kark & Associates, IncDenver, CO · 166 clients
Schwab 100%
$370M
9171
One Advisory Partners, LLCOverland Park, KS · 314 clients
Schwab 74%Fidelity 26%
$370M
9172
Steinberganna Wealth Management LLCHuntington, NY · 262 clients
Schwab 100%
$369M
9173
Stonebridge Wealth Systems LLCKearney, NE · 931 clientsHybrid
Fidelity Distributors Company 62%Schwab 38%
$369M
9174
Baron Financial Group LLCFair Lawn, NJ · 315 clients
Schwab 100%
$369M
9175
Yosemite Capital ManagementNewport Beach, CA · 283 clients
Schwab 100%
$369M
9177
Integrity Wealth Solutions LLCDenver, CO · 190 clients
Schwab 100%
$369M
9178
Tagstone Capital, Inc.Charlotte, NC · 38 clients
Schwab 89%
$369M