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

9300
Ridgepath Capital Management LLCKnoxville, TN · 121 clients
Schwab 100%
$359M
9301
TSA Wealth ManagementHouston, TX · 262 clients
Schwab 100%
$359M
9302
Aurora Investment Managers, LLCNaples, FL · 200 clients
Schwab 86%
$359M
9304
Lifeway Financial CorporationPlano, TX · 168 clients
Schwab 100%
$359M
9305
Cloverfields Capital Group, LPMinneapolis, MN · 58 clients
Fidelity 55%Northern Trust 45%
$359M
9309
Point Windward Advisors, Inc.New York, NY · 278 clientsHybridBeech Hill Securities, Inc.
Pershing 100%
$359M
9311
California Capital ManagementBurbank, CA · 352 clientsWrap sponsorHybrid
Schwab 100%
$358M
9313
Bluestem Financial Advisors, LLCSavoy, IL · 185 clients
Schwab 100%
$358M
9314
Prufid Financial Advisors LLC30 clients
Schwab 100%
$358M
9315
Pillar Financial Advisors, LLCLouisville, KY · 210 clients
Schwab 100%
$358M
9316
Heritage Wealth ManagementHouston, TX · 218 clientsWrap sponsor
Fidelity 100%
$358M
9318
Access Wealth Management, LLCLouisville, KY · 174 clientsHybrid
Schwab 100%
$358M
9319
McDonald Capital ManagementLubbock, TX · 183 clientsBank-affiliated
Schwab 88%
$358M
9320
Applied Capital LLCLittle Rock, AR · 687 clients
Schwab 100%
$358M
9321
Conservative Wealth Management LLC68 clients
Fidelity 100%
$358M
9322
Papamarkou Wellner Perkin AdvisorsNew York, NY · 109 clientsHybridPapamarkou Wellner & Co., Inc.
Pershing 80%
$358M
9323
Lifespan Financial Strategies, Inc.Weston, FL · 515 clients
Assetmark Trust 100%
$357M
9324
Montvue Capital Management, Inc.Lynchburg, VA · 196 clients
Fidelity 93%
$357M
9325
Houlihan Financial Resource Group, LTD.Ashburn, VA · 171 clients
Fidelity 53%Schwab 47%
$357M
9326
GKV Capital Management Co IncWalnut Creek, CA · 175 clients
Pershing 100%
$357M
9327
Moment Private WealthSaint Louis, MO · 105 clients
Fidelity 100%
$357M
9328
Carnegie Wealth Management, LLCBerwyn, PA · 229 clients
Schwab 100%
$357M
9329
Saltmarsh Financial Advisors, LLCPensacola, FL · 224 clients
Schwab 100%
$357M
9330
Alcyon Wealth PartnersYoungstown, OH · 395 clients
Fidelity 100%
$356M
9331
Fourth Dimension Wealth, LLCMiddleburg Heights, OH · 631 clientsHybrid
LPL Financial 84%
$356M
9333
Wealth OklahomaTulsa, OK · 175 clientsWrap sponsorHybrid
Raymond James 100%
$356M
9334
Capstone Wealth Management Group, LLCDunmore, PA · 524 clientsHybrid
LPL Financial 100%
$356M
9335
Split Rock Private Trading and Wealth Management LLCCloquet, MN · 998 clients
Fidelity 77%TradePMR / Robinhood 23%
$356M
9337
Monhegan Capital Management, LLC
Fidelity 100%
$356M
9338
Lifegoal Investments, LLC291 clients
Schwab 100%
$356M
9339
Armor Investment Advisors, LLCRaleigh, NC · 206 clients
Schwab 61%Fidelity 39%
$356M
9342
Argyle Capital Management, LLCCenter Valley, PA · 65 clients
Schwab 70%Merrill / Bank of America 30%
$356M
9343
Stone Oak Wealth Management, LLCSan Antonio, TX · 293 clients
Schwab 100%
$356M
9344
Griffin Black, LLCRedwood City, CA · 171 clients
Altruist 68%Pershing 32%
$356M
9346
FpnavigatorsMaple Grove, MN · 433 clients
LPL Financial 66%Schwab 34%
$355M
9348
Tompkins & Co.
J.P. Morgan 100%
$355M
9349
Clay Northam Wealth ManagementHuntington Beach, CA · 420 clients
Schwab 100%
$355M
9350
Hanover Advisors, IncSeneca, SC · 245 clientsWrap sponsor
Pershing 100%
$355M
9351
Bull Harbor Capital LLC.Bethesda, MD · 426 clientsHybrid
Fidelity 100%
$355M
9352
Williams Financial GroupMobile, AL · 658 clientsWrap sponsor
Schwab 100%
$355M