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

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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

9422
Factor Investing GroupWestborough, MA · 491 clients
Fidelity 100%
$349M
9423
Arlen Capital, LLCWarwick, RI · 222 clientsHybrid
Pershing 96%
$349M
9424
EGI Financial, Inc.Akron, OH · 292 clientsHybridAmerican Heritage Securities, Inc.
Wells Fargo 88%
$349M
9425
Gainline Financial Partners, LLCLouisville, CO · 998 clientsWrap sponsorHybrid
Fidelity 100%
$349M
9426
Wittlin Advisory16 clients
Schwab 100%
$348M
9431
Smartharvest Portfolios255 clients
Schwab 90%
$348M
9432
Wafd Wealth, IncSeattle, WA · 274 clientsBank-affiliated
Goldman Sachs 100%
$348M
9435
4j Wealth Management, LLCMcLean, VA · 243 clientsHybrid
Fidelity 100%
$348M
9436
Oakbourne AdvisorsBerkeley Heights, NJ · 495 clientsHybrid
Schwab 69%SEI 31%
$348M
9437
Michels Family Financial, LLCFort Worth, TX · 410 clients
Schwab 100%
$348M
9439
United Financial Planning Group LLCHauppauge, NY · 188 clients
Schwab 100%
$347M
9440
Heritage Oak Wealth AdvisorsSanta Rosa Beach, FL · 241 clients
Schwab 100%
$347M
9441
Cottonwood Capital AdvisorsIrving, TX · 210 clients
Fidelity 100%
$347M
9445
Pflug Koory, LLCOmaha, NE · 124 clients
No custodian reported
$347M
9446
Leconte Wealth Management, LLCMaryville, TN · 332 clients
Schwab 100%
$347M
9448
Citrine CapitalSan Francisco, CA · 141 clients
Schwab 100%
$347M
9449
Custos Family Office LLC67 clientsWrap sponsor
Pershing 77%Fidelity 23%
$347M
9450
Lodestone Wealth Management LLCSpokane, WA · 291 clientsHybrid
Schwab 80%
$346M
9452
WmgnaFarmington, CT · 326 clientsHybrid
Schwab 81%
$346M
9453
Long Road Investment Counsel, LLCKalamazoo, MI · 34 clients
PNC Bank 79%
$346M
9454
Gebhardt Group, IncLafayette, CA · 232 clients
Schwab 100%
$346M
9455
GBM Wealth Management, Inc.Houston, TX · 546 clientsHybridGBM Grupo Bursatil Mexicano SA De CV, Casa De Bolsa, GBM International, Inc., clears through Pershing
Pershing 100%
$346M
9460
Rede Wealth, LLCCharlottesville, VA · 224 clients
Schwab 100%
$346M
9463
Arcadia Investment Advisors, LLCEagle, ID · 280 clients
Schwab 100%
$346M
9464
Archway Wealth Management, LLCKirkwood, MO · 200 clientsWrap sponsor
Wells Fargo 100%
$346M
9466
Continuum Wealth Advisors, LLCSaratoga Springs, NY · 328 clients
Schwab 100%
$346M
9471
Fortress Planning GroupPewaukee, WI · 283 clients
No custodian reported
$345M
9473
Ahakista Capital LLC5 clientsHybridAccess Securities, LLC
Goldman Sachs 63%Northern Trust 37%
$345M
9475
RHP Wealth ManagementHouston, TX · 211 clients
Schwab 100%
$345M
9476
Hicks Capital Management, LLCColumbus, OH · 252 clientsHybrid
Fidelity 100%
$345M
9477
Intrinsic Wealth Counsel, Inc.Tempe, AZ · 217 clients
Schwab 100%
$345M
9479
Nepsis, Inc.Minneapolis, MN · 590 clientsWrap sponsor
Pershing 100%
$345M
9480
Loftin Wealth PartnersJohns Creek, GA · 387 clientsWrap sponsor
LPL Financial 100%
$344M
9481
Crescent Advisor Group, Inc.Plano, TX · 228 clientsHybridCrescent Securities Group, Inc.
Schwab 100%
$344M
9485
Kellett Wealth Advisors, LLCCincinnati, OH · 465 clients
Schwab 100%
$344M
9486
Prospera Capital Management, LLC44 clients
Vanguard 99%
$344M
9487
The Clark Group Asset ManagementDana Point, CA · 469 clients
Schwab 100%
$344M
9488
Bourne Lent Asset Managament, Inc.Pawling, NY · 83 clients
Fidelity 59%Raymond James 41%
$344M
9493
Attessa Capital LLCTucson, AZ · 246 clients
Schwab 100%
$344M
9497
Victrix Investment AdvisorsStuart, FL · 450 clients
Schwab 100%
$343M