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

9244
Croak CapitalToledo, OH · 784 clientsWrap sponsorHybrid
Schwab 100%
$364M
9245
Horizon Investment Services, LLC.Hammond, IN · 334 clients
Schwab 99%
$364M
9246
Maripau Wealth Management LLCFort Wayne, IN · 1,064 clients
Fidelity 100%
$364M
9248
Solitude Financial Services, Inc.Charlottesville, VA · 164 clients
Schwab 100%
$364M
9249
Decisionmap Wealth Management, LLCGreat Falls, VA · 159 clients
Schwab 65%Fidelity 35%
$363M
9250
Greenfield Seitz Capital Management, LLCDallas, TX · 188 clients
Raymond James 100%
$363M
9251
Windrock Wealth ManagementNaperville, IL · 83 clients
Schwab 100%
$363M
9253
Crestmont Private Wealth LLCBoerne, TX · 188 clients
Schwab 100%
$363M
9254
MarketridersChesterfield, MO · 477 clientsHybridSogotrade, Inc.
Apex Fintech 100%
$363M
9255
Leclair Wealth PartnersDublin, OH · 152 clientsWrap sponsorHybrid
Raymond James 100%
$363M
9256
Riverpath Investments LLC232 clients
Schwab 78%
$363M
9257
Domani AdvisorsNew York, NY · 78 clientsWrap sponsor
Schwab 100%
$363M
9259
Presper Financial Architects, LLCAkron, OH · 533 clientsWrap sponsor
Schwab 100%
$363M
9260
Motive Wealth Advisors, LLCBirmingham, MI · 88 clients
Schwab 56%Fidelity 44%
$363M
9262
Income Focus Portfolio ManagementJackson, WY · 306 clients
Schwab 50%Fidelity 50%
$362M
9263
Strategic Income Group LLCChandler, AZ · 368 clients
Schwab 88%
$362M
9267
Pace Financial AdvisorsHillsboro, OR · 1,242 clientsHybrid
Schwab 100%
$362M
9269
Briggs Wealth Management, Inc.Glastonbury, CT · 132 clients
Schwab 100%
$362M
9271
Blue Ridge Wealth PlannersKnoxville, TN · 798 clientsWrap sponsor
Fidelity 100%
$362M
9272
MRA Advisory GroupSarasota, FL · 504 clientsWrap sponsor
Raymond James 46%Schwab 39%
$361M
9274
MFP Financial Services, LLCSafety Harbor, FL · 1,286 clientsHybrid
LPL Financial 100%
$361M
9275
COX Capital Management LLCAndover, MA · 216 clients
Fidelity 100%
$361M
9277
Sierra Investment Management, LLCSanta Monica, CA · 312 clientsHybrid
Schwab 100%
$361M
9278
Wealth Planning GroupBaltimore, MD · 399 clients
Schwab 69%SEI 31%
$361M
9279
Transcendent Capital GroupEdmond, OK · 510 clientsHybrid
Raymond James 100%
$361M
9280
Cordis Financial, LLCMinneapolis, MN · 273 clients
Fidelity 66%Schwab 34%
$361M
9281
Sonata Capital Group IncSeattle, WA · 197 clients
Schwab 100%
$361M
9282
Goldman Lancaster, Inc.Long Beach, CA · 392 clientsHybrid
LPL Financial 100%
$361M
9284
Cascade Investment Advisors, Inc.Oregon City, OR · 177 clients
Schwab 100%
$360M
9285
ACP Capital Management, LLCMiami, FL · 125 clientsHybridACP Securities, LLC
Pershing 52%Inteligo Bank 25%Morgan Stanley 23%
$360M
9286
Jessup Wealth ManagementDayton, OH · 411 clientsWrap sponsor
Fidelity 100%
$360M
9287
Decker Retirement Planning Inc.Lehi, UT · 774 clients
Fidelity Distributors Company 100%
$360M
9289
BCO Wealth Management, LLCCarlsbad, NM · 552 clientsHybrid
SEI 100%
$360M
9291
Kessler Investment Group, LLCColumbus, IN · 558 clients
Schwab 100%
$360M
9293
Novak & Powell Financial Services, Inc.St. Petersburg, FL · 426 clients
Raymond James 87%
$359M
9294
Washington Park Capital Management, LLCPortland, OR · 194 clients
Schwab 100%
$359M
9295
The David J. Yvars Group Inc.489 clients
Raymond James 100%
$359M
9296
Clearwave CapitalUpland, CA · 314 clients
Fidelity 91%
$359M
9297
Seros Wealth PartnersGilbert, AZ · 457 clients
Axos 53%Schwab 36%
$359M
9298
Abbot Financial Management, IncAndover, MA · 213 clients
Fidelity 100%
$359M