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AtlasFinancial ADVSR
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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. 2196
    MCF Advisors, LLCLexington, KY · 3,539 clients
    Schwab 87%
    $4.7B
  2. 2200
    Bragg Financial Advisors IncCharlotte, NC · 1,613 clients
    Pershing 87%
    $4.7B
  3. 2204
    Diversify Advisory Services, LLCSouth Jordan, UT · 5,322 clientsHybridDfpg Investments, LLC, Wade Read Capital, LLC
    Schwab 52%Fidelity 48%
    $4.6B
  4. 2206
    CG Advisory ServicesWilliamston, MI · 5,614 clientsHybrid
    LPL Financial 88%
    $4.6B
  5. 2207
    Heritage Investors Management CorpBethesda, MD · 762 clients
    7501 Wisconsin Avenue, Suite 1500w 100%
    $4.6B
  6. 2210
    Verdence Capital Advisors, LLCHunt Valley, MD · 1,876 clients
    Fidelity 86%
    $4.6B
  7. 2217
    Seven Bridges Advisors LLCNew York, NY · 171 clients
    No custodian reported
    $4.6B
  8. 2226
    Twin Focus Capital Partners, LLCBoston, MA · 83 clients
    Schwab 53%Fidelity 37%
    $4.6B
  9. 2237
    Wharton Business Group, LLCMalvern, PA · 119 clientsAffiliated broker-dealerAlera Securities LLC
    Schwab 100%
    $4.6B
  10. 2244
    Franklin Street Advisors Inc.Chapel Hill, NC · 413 clientsBank-affiliatedAffiliated broker-dealerComerica Securities,inc., Fifth Third Securities, Inc.
    SEI 56%Fidelity 44%
    $4.5B
  11. 2245
    JFG Family OfficeDenver, CO · 164 clients
    Schwab 100%
    $4.5B
  12. 2250
    CWA Asset Management GroupNaples, FL · 1,976 clientsHybrid
    Schwab 100%
    $4.5B
  13. 2251
    Spire Wealth Management, LLCMcLean, VA · 6,379 clientsHybridSpire Securities, LLC, clears through National Financial Services (Fidelity), Pershing
    Fidelity 79%
    $4.5B
  14. 2261
    Clifford Swan Investment CounselorsPasadena, CA · 970 clients
    Schwab 100%
    $4.5B
  15. 2263
    Connecticut Wealth Management, LLCFarmington, CT · 1,517 clientsHybrid
    Fidelity 100%
    $4.5B
  16. 2267
    CX Institutional, LLCAuburn, IN · 4,560 clients
    Schwab 100%
    $4.5B
  17. 2274
    Beacon TrustMorristown, NJ · 2,939 clientsBank-affiliated
    No custodian reported
    $4.4B
  18. 2279
    Accredited Investors Wealth ManagementEdina, MN · 947 clients
    Schwab 100%
    $4.4B
  19. 2288
    Sand Hill Global Advisors, LLCPalo Alto, CA · 572 clients
    Fidelity 60%Schwab 40%
    $4.4B
  20. 2290
    Prosperity Capital AdvisorsWestlake, OH · 7,548 clientsHybrid
    Schwab 59%
    $4.4B
  21. 2294
    Syon Capital LLCSAN Francisco, CA · 72 clients
    Schwab 100%
    $4.4B
  22. 2296
    Advisory Alpha, LLCHolland, MI · 13,831 clientsHybrid
    Schwab 86%
    $4.4B
  23. 2300
    Good Life Advisors, LLCCelebration, FL · 22,596 clientsWrap sponsorHybrid
    LPL Financial 100%
    $4.4B
  24. 2311
    Pallas Capital Advisors, LLCBraintree, MA · 1,221 clientsWrap sponsorHybrid
    Fidelity 100%
    $4.3B
  25. 2315
    Trillium Asset ManagementBoston, MA · 2,043 clients
    Schwab 81%
    $4.3B
  26. 2317
    Karpus Investment ManagementPittsford, NY · 1,859 clients
    US Bancorp National Association 100%
    $4.3B
  27. 2318
    Nicolet Wealth ManagementGreen Bay, WI · 3,849 clientsBank-affiliatedHybrid
    Schwab 67%Fifth Third Bank 33%
    $4.3B
  28. 2319
    Sage Financial Group Inc.West Conshohocken, PA · 1,116 clients
    Schwab 100%
    $4.3B
  29. 2320
    Aaron Wealth AdvisorsChicago, IL · 176 clients
    Schwab 100%
    $4.3B
  30. 2321
    Sage Mountain Advisors, LLCAtlanta, GA · 193 clients
    Fidelity 100%
    $4.3B
  31. 2323
    Turtle Creek TrustDallas, TX · 101 clients
    Fidelity 100%
    $4.3B
  32. 2337
    Reynders, McVeigh Capital Management, LLCBoston, MA · 749 clients
    Fidelity 75%Fifth Third Bank 25%
    $4.2B
  33. 2338
    ZWJ Investment Counsel IncAtlanta, GA · 1,058 clients
    Schwab 100%
    $4.2B
  34. 2341
    B. Riley Wealth Advisors, Inc.Memphis, TN · 10,573 clientsPublic-company ownedHybridB. Riley Securities, Inc., B. Riley Wealth Management, Inc., clears through National Financial Services (Fidelity)
    Fidelity 60%Wells Fargo 40%
    $4.2B
  35. 2344
    Halbert HargroveLong Beach, CA · 1,518 clients
    Fidelity 87%
    $4.2B
  36. 2348
    Southeast Asset Advisors, LLCThomasville, GA · 334 clients
    Schwab 69%
    $4.2B
  37. 2354
    Texas Capital Bank Private Wealth AdvisorsDallas, TX · 735 clientsBank-affiliatedHybridTcbi Securities, Inc.
    Pershing 94%
    $4.2B
  38. 2356
    Salem Investment Counselors IncWinston Salem, NC · 1,361 clients
    Schwab 100%
    $4.2B
  39. 2360
    Sound Income Strategies, LLCFort Lauderdale, FL · 24,757 clientsHybridSound Income Wealth, LLC
    Schwab 84%
    $4.2B
  40. 2364
    Essex Financial Services, Inc.Essex, CT · 2,963 clientsBank-affiliatedHybrid
    Fidelity 94%
    $4.2B