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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. 2552
    CM Wealth Advisors LLCBeachwood, OH · 244 clients
    BNY 94%
    $3.6B
  2. 2553
    SAX Wealth Advisors, LLCParsippany, NJ · 1,655 clients
    Fidelity 55%Schwab 45%
    $3.6B
  3. 2556
    Retirement Planners of AmericaPlano, TX · 5,657 clientsWrap sponsor
    Pershing 100%
    $3.6B
  4. 2557
    The Burney CompanyReston, VA · 1,926 clients
    Schwab 100%
    $3.6B
  5. 2558
    Courier Capital, LLCBuffalo, NY · 2,212 clientsBank-affiliated
    Schwab 100%
    $3.6B
  6. 2561
    Venturi Private WealthBoise, ID · 720 clients
    Fidelity 100%
    $3.6B
  7. 2562
    Sigfig Wealth Management LLCSAN Francisco, CA · 106,361 clients
    Wells Fargo 83%
    $3.6B
  8. 2563
    Abacus Wealth PartnersSanta Monica, CA · 1,574 clients
    Schwab 100%
    $3.6B
  9. 2564
    Calydon Capital, LLCMemphis, TN · 297 clients
    Fidelity 74%Schwab 26%
    $3.6B
  10. 2573
    Steele Capital Management, Inc.Dubuque, IA · 1,644 clients
    Schwab 100%
    $3.5B
  11. 2581
    Oneascent Financial Services LLCBirmingham, AL · 5,279 clientsHybrid
    Schwab 81%
    $3.5B
  12. 2583
    Visionary Wealth Advisors, LLCSt. Louis, MO · 4,262 clients
    Schwab 87%
    $3.5B
  13. 2587
    Greenwich Wealth Management, LLCGreenwich, CT · 625 clients
    Interactive Brokers 100%
    $3.5B
  14. 2589
    Bryn Mawr Trust Advisors, LLCPhiladelphia, PA · 1,409 clientsBank-affiliated
    Schwab 55%Fidelity 45%
    $3.5B
  15. 2592
    Equity Investment CorpAtlanta, GA · 6,761 clientsWrap sponsorHybrid
    Wells Fargo 54%UBS 46%
    $3.5B
  16. 2598
    Advisor Resource CouncilDallas, TX · 11,836 clientsWrap sponsorHybrid
    LPL Financial 89%
    $3.5B
  17. 2599
    Systematic Alpha Investments, LLCPrinceton, NJ · 2 clientsAffiliated broker-dealerPave Securities, LLC, clears through Interactive Brokers
    Merrill / Bank of America 49%Northern Trust 43%
    $3.5B
  18. 2602
    Kathmere Capital Management, LLCWayne, PA · 842 clientsHybrid
    Schwab 100%
    $3.5B
  19. 2610
    Biltmore Family Office, LLCCharlotte, NC · 86 clients
    Schwab 98%
    $3.5B
  20. 2611
    Morton WealthCalabasas, CA · 1,279 clients
    Schwab 56%Fidelity 44%
    $3.5B
  21. 2612
    Donaldson Capital Management LLCEvansville, IN · 1,838 clientsWrap sponsor
    Schwab 100%
    $3.5B
  22. 2618
    Tandem Investment Advisors IncCharleston, SC · 10,432 clientsWrap sponsor
    Raymond James 65%Truist Investment Services 35%
    $3.5B
  23. 2620
    Wedmont Private CapitalWest Chester, PA · 498 clients
    Schwab 100%
    $3.4B
  24. 2628
    Flagship Harbor Advisors, LLCBoston, MA · 7,373 clientsWrap sponsorHybrid
    LPL Financial 100%
    $3.4B
  25. 2629
    Colter Lewis Investment Partners, LLCGreenwich, CT · 130 clients
    Fidelity 56%J.P. Morgan 23%
    $3.4B
  26. 2632
    Leavell Investment Management, Inc.Mobile, AL · 3,023 clients
    Schwab 100%
    $3.4B
  27. 2633
    Frank, Rimerman Advisors LLCPalo Alto, CA · 106 clients
    Fidelity 61%Schwab 39%
    $3.4B
  28. 2649
    Colony Family Offices, LLCCharlotte, NC · 656 clients
    Fidelity 100%
    $3.4B
  29. 2651
    North Star Asset Management IncNeenah, WI · 3,554 clients
    Schwab 100%
    $3.4B
  30. 2652
    Stokes Family Office LLCNew Orleans, LA · 795 clients
    Fidelity 100%
    $3.4B
  31. 2653
    Summitry, LLCFoster City, CA · 1,327 clients
    Schwab 100%
    $3.4B
  32. 2667
    Schneider Downs Wealth Management Advisors, LPPittsburgh, PA · 786 clientsAffiliated broker-dealerSchneider Downs Corporate Finance, LP
    Schwab 62%American Trust Investment Services 38%
    $3.3B
  33. 2669
    Certuity, LLCNorth Palm Beach, FL · 520 clients
    Schwab 100%
    $3.3B
  34. 2671
    XML Financial GroupBethesda, MD · 2,944 clientsWrap sponsorHybridXML Securities, LLC
    Wells Fargo 69%Fidelity 31%
    $3.3B
  35. 2674
    Guardian Partners Inc.Toronto, Ontario, Canada · 3,051 clientsBank-affiliatedAffiliated broker-dealerWorldsource Wealth Management Inc.
    National Bank Independent Network 90%
    $3.3B
  36. 2677
    Innovia Wealth, LLCGrand Rapids, MI · 804 clients
    Fidelity 74%Schwab 26%
    $3.3B
  37. 2690
    Northeast Investment Management IncBoston, MA · 1,651 clients
    BNY 100%
    $3.3B
  38. 2696
    PFG AdvisorsPhoenix, AZ · 7,592 clientsHybrid
    Schwab 100%
    $3.3B
  39. 2699
    Blbb AdvisorsMontgomeryville, PA · 1,632 clients
    Pershing 73%
    $3.3B
  40. 2700
    Monograph Wealth Advisors, LLCManhattan Beach, CA · 213 clients
    Fidelity 56%Schwab 44%
    $3.2B