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ADVSR Rankings · SEC filings as of October 1, 2026

The Wealth Manager database

Atlas screenerEvery RIAThe Largest RIAsADVSR 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

  1. 025
    Managed Account Advisors LLCJersey City, NJ · 1,446,258 clientsBank-affiliatedAffiliated broker-dealerBank of America Singapore Limited, Bank of America Yatirim Bank A.S.
    Merrill / Bank of America 100%
    $995B
  2. 035
    Parametric Portfolio AssociatesSeattle, WA · 240,290 clientsPublic-company ownedHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC
    Morgan Stanley 54%BNY 46%
    $685B
  3. 040
    Envestnet PMCBerwyn, PA · 2,241,364 clientsWrap sponsorHybridEnvestnet Securities, Inc., Fidx Markets LLC
    Fidelity 73%Pershing 27%
    $615B
  4. 053
    J.P. Morgan Private Investments Inc.New York, NY · 1,278,255 clientsBank-affiliatedHybridJ.P. Morgan Securities LLC, Jpmorgan Distribution Services, Inc.
    J.P. Morgan 100%
    $470B
  5. 065
    Raymond James Financial Services Advisors, IncSaint Petersburg, FL · 508,439 clientsBank-affiliatedHybridCarillon Fund Distributors, Inc., Cebile Capital LLP
    Raymond James 100%
    $390B
  6. 067
    Fisher InvestmentsPlano, TX · 199,922 clients
    Schwab 53%Fidelity 47%
    $387B
  7. 074
    Vanguard Advisers, Inc.Malvern, PA · 791,528 clientsBank-affiliatedHybridVanguard Marketing Corporation
    Vanguard 100%
    $345B
  8. 079
    Edelman Financial EnginesSanta Clara, CA · 1,244,406 clients
    Fidelity Distributors Company 31%Schwab 26%
    $326B
  9. 087
    Creative PlanningOverland Park, KS · 100,298 clientsPublic-company owned
    Schwab 53%Ascensus Broker Dealer Services 25%Fidelity 22%
    $296B
  10. 100
    Cetera Investment Advisers LLCSchaumburg, IL · 813,961 clientsWrap sponsorHybridCetera Advisors LLC, Cetera Financial Specialists LLC, clears through Pershing
    Pershing 61%Fidelity 23%
    $257B
  11. 133
    Hightower Advisors, LLCChicago, IL · 64,035 clientsHybridHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    Fidelity 46%Schwab 36%
    $199B
  12. 135
    Empower Advisory Group, LLCGreenwood Village, CO · 297,074 clientsHybridEmpower Financial Services, Inc.
    Empower 67%Pershing 24%
    $195B
  13. 148
    Focus Partners Wealth, LLCSt. Louis, MO · 62,466 clientsAffiliated broker-dealerUptiq Treasury & Credit Solutions, LLC
    Schwab 62%Fidelity 38%
    $182B
  14. 163
    CorientMiami, FL · 26,586 clientsAffiliated broker-dealerCanada Capital Management LTD, Canada Financial Management LTD
    Schwab 68%Fidelity 32%
    $165B
  15. 168
    Cerity Partners LLCNew York, NY · 26,230 clientsHybridCP Client Solutions LLC
    Schwab 70%Fidelity Distributors Company 30%
    $162B
  16. 180
    Aperio Group, LLCSausalito, CA · 33,901 clientsBank-affiliatedHybrid
    Schwab 63%Fidelity 37%
    $152B
  17. 200
    Franklin Templeton Private Portfolio Group, LLCNew York, NY · 179,738 clientsPublic-company ownedHybridFranklin Distributors, LLC, Franklin Templeton Investments Corp.
    Morgan Stanley 59%
    $140B
  18. 203
    Cambridge Investment Research Advisors, Inc.Fairfield, IA · 361,213 clientsWrap sponsorHybridCambridge Investment Research, Inc.
    Pershing 53%Fidelity 47%
    $139B
  19. 207
    RathbonesLiverpool, United Kingdom · 150,885 clients
    Rathbone Nominees Limited 37%Allfunds Bank SAU London Branch 35%BNY 28%
    $135B
  20. 217
    MarinerOverland Park, KS · 55,512 clientsHybridMsec, LLC, W G Securities, LLC, clears through National Financial Services (Fidelity)
    Schwab 57%Fidelity 43%
    $125B
  21. 222
    Wealth Enhancement Advisory Services, LLCPlymouth, MN · 85,001 clientsHybridWealth Enhancement Brokerage Services, LLC, clears through National Financial Services (Fidelity)
    Schwab 71%Fidelity 29%
    $122B
  22. 240
    PathstoneEnglewood, NJ · 2,244 clients
    Schwab 57%Fidelity 25%
    $110B
  23. 244
    Natixis Advisors, LLCBoston, MA · 115,562 clientsBank-affiliatedHybridLoomis Sayles Distributors, L.P., Natixis Distribution, LLC
    Edward Jones 100%
    $109B
  24. 283
    Assetmark, Inc.Concord, CA · 456,452 clientsWrap sponsorHybridAssetmark Brokerage, LLC
    Assetmark Trust 100%
    $92B
  25. 299
    Mercer Global Advisors Inc.Denver, CO · 36,172 clientsHybridHeim, Young & Associates, Inc.
    Schwab 73%Fidelity 27%
    $84B
  26. 316
    Kestra Advisory Services, LLCAustin, TX · 117,403 clientsHybridKestra Investment Services, LLC
    Fidelity 100%
    $80B
  27. 320
    Cresset Asset Management, LLCChicago, IL · 4,911 clientsBank-affiliated
    Fidelity 53%Pershing 39%
    $79B
  28. 326
    Truist Advisory Services, Inc.Atlanta, GA · 129,307 clientsBank-affiliatedHybridTruist Investment Services, Inc., Truist Securities, Inc., clears through National Financial Services (Fidelity)
    Fidelity 88%
    $77B
  29. 336
    RBC Rochdale, LLCNew York, NY · 17,054 clientsBank-affiliatedHybridCNR Securities LLC, RBC Capital Markets, LLC, clears through Pershing
    City National Bank 48%Pershing 27%Assetmark Brokerage 25%
    $73B
  30. 349
    BettermentNew York, NY · 1,022,488 clientsWrap sponsorHybridMTG, LLC, clears through Apex Clearing
    Betterment 100%
    $70B
  31. 358
    CIBC Private Wealth Advisors, Inc.Chicago, IL · 9,236 clientsBank-affiliatedHybridCIBC Investor Services Inc., CIBC World Markets Corp.
    Schwab 59%CIBC Mellon 22%
    $68B
  32. 370
    Orion Portfolio Solutions, LLCOmaha, NE · 187,975 clientsWrap sponsorHybridBrinker Capital Securities, LLC, clears through National Financial Services (Fidelity)
    Fidelity 51%Schwab 49%
    $65B
  33. 378
    Quantinno Capital Management LPNew York, NY · 8,264 clients
    Fidelity 54%Schwab 32%
    $61B
  34. 391
    Private Advisor Group, LLCMorristown, NJ · 170,206 clientsHybridPAG Financial, LLC, clears through LPL Financial
    LPL Financial 88%
    $58B
  35. 395
    IEQ Capital, LLCFoster City, CA · 2,309 clients
    Fidelity 100%
    $57B
  36. 400
    Savant Wealth ManagementRockford, IL · 24,034 clients
    Schwab 83%
    $56B
  37. 403
    Beacon Pointe Advisors, LLCNewport Beach, CA · 29,929 clientsHybrid
    Fidelity 100%
    $55B
  38. 405
    Breckinridge Capital Advisors IncBoston, MA · 18,447 clients
    Fidelity 56%Schwab 44%
    $54B
  39. 411
    Gw&k Investment Management, LLCBoston, MA · 48,710 clientsPublic-company ownedHybridAMG Distributors, Inc.
    Merrill / Bank of America 53%Schwab 47%
    $53B
  40. 416
    MAI Capital Management, LLCCleveland, OH · 16,261 clientsHybrid
    Fidelity 52%Schwab 48%
    $52B