Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM The ADV Debate Is Solving the Wrong ProblemWM Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPL4K Ubiquity Retirement Wins Inc. Award, Manulife John Hancock Honored for AI Integration, and More: Corporate RoundupWM Truist Names New Wealth Co-Heads in Leadership ShakeupIN American Express to make job cuts as AI revolution ramps upIN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination Priorities
AtlasFinancial ADVSR
Open free

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.

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

  1. 2701
    Advocacy Wealth Management, LLCAtlanta, GA · 1,720 clients
    Reliance Trust 47%Fidelity 41%
    $3.2B
  2. 2702
    Gryphon WealthJacksonville, FL · 695 clientsWrap sponsor
    TradePMR / Robinhood 100%
    $3.2B
  3. 2707
    Meyer Handelman Company LLCRYE Brook, NY · 487 clients
    Citi 79%
    $3.2B
  4. 2711
    Chilton Capital Management LLCHouston, TX · 982 clientsHybrid
    Schwab 72%Pershing 28%
    $3.2B
  5. 2714
    Vista Capital Partners, Inc.Portland, OR · 667 clients
    Schwab 100%
    $3.2B
  6. 2719
    Cumberland AdvisorsSarasota, FL · 1,236 clientsBank-affiliated
    Morgan Stanley 27%
    $3.2B
  7. 2721
    Trilogy Capital, Inc.Irvine, CA · 8,388 clientsHybrid
    Schwab 58%LPL Financial 42%
    $3.2B
  8. 2722
    Evensky & Katz/foldes Wealth ManagementCoral Gables, FL · 1,188 clients
    Schwab 100%
    $3.2B
  9. 2726
    LEO Wealth, LLCEdison, NJ · 1,714 clientsHybridLEO Brokerage, LLC
    Fidelity 69%Schwab 31%
    $3.2B
  10. 2727
    Principle WealthMadison, CT · 1,210 clients
    Fidelity 100%
    $3.2B
  11. 2729
    Roffman Miller Associates IncPhiladelphia, PA · 1,598 clients
    Schwab 100%
    $3.2B
  12. 2730
    Bogart Wealth, LLCMcLean, VA · 1,442 clients
    Schwab 100%
    $3.2B
  13. 2734
    Lutz FinancialOmaha, NE · 1,031 clients
    Schwab 81%
    $3.2B
  14. 2739
    Girard Advisory Services, LLCKing of Prussia, PA · 2,466 clientsBank-affiliatedHybridGirard Investment Services, LLC, clears through Pershing
    Schwab 100%
    $3.2B
  15. 2740
    LCP Institutional, LLCAtlanta, GA · 133 clientsHybrid
    U.S. Bank 42%BNY 34%Schwab 25%
    $3.2B
  16. 2743
    Csenge Advisory Group, LLCClearwater, FL · 7,199 clientsHybrid
    Fidelity 50%Pershing 33%
    $3.2B
  17. 2750
    Cyndeo Wealth PartnersSt. Petersburg, FL · 1,225 clients
    Fidelity 100%
    $3.2B
  18. 2751
    Advisornet Wealth PartnersMinnetonka, MN · 3,514 clientsHybrid
    Schwab 86%
    $3.1B
  19. 2765
    Staley Capital Advisers IncPittsburgh, PA · 448 clients
    Schwab 100%
    $3.1B
  20. 2767
    Earned Wealth Advisors, LLCWalnut Creek, CA · 1,875 clients
    Schwab 76%Fidelity 24%
    $3.1B
  21. 2770
    Winthrop WealthBoston, MA · 2,481 clientsWrap sponsor
    LPL Financial 100%
    $3.1B
  22. 2772
    Eagle Global Advisors LLCHouston, TX · 366 clients
    Fidelity Distributors Company 70%SEI 30%
    $3.1B
  23. 2774
    SVB WealthBoston, MA · 1,101 clientsBank-affiliatedHybridFirst Citizens Capital Securities, LLC, First Citizens Investor Services, Inc.
    Fidelity 76%Schwab 24%
    $3.1B
  24. 2780
    Red Door Wealth Management, LLCMemphis, TN · 955 clients
    Schwab 100%
    $3.1B
  25. 2783
    Gleneagles Investment Advisors, LLCAtlanta, GA · 51 clients
    No custodian reported
    $3.1B
  26. 2785
    1900 WealthSAN Antonio, TX · 496 clientsBank-affiliated
    Schwab 72%Fifth Third Securities 28%
    $3.1B
  27. 2788
    GHP Investment Advisors IncDenver, CO · 1,234 clients
    Schwab 100%
    $3.1B
  28. 2793
    Crewe AdvisorsSalt Lake City, UT · 759 clientsHybrid
    Schwab 84%
    $3.1B
  29. 2797
    Certified Advisory CorpAltamonte Springs, FL · 2,556 clientsHybrid
    Fidelity 84%
    $3.0B
  30. 2807
    Obermeyer Wealth PartnersAspen, CO · 1,157 clients
    Schwab 89%
    $3.0B
  31. 2808
    Pittenger & Anderson IncLincoln, NE · 920 clients
    Schwab 100%
    $3.0B
  32. 2809
    Gibson Capital, LLCWexford, PA · 247 clients
    Fidelity 100%
    $3.0B
  33. 2811
    Carrick Lane LLCNew York, NY · 656 clients
    Fidelity 70%Schwab 30%
    $3.0B
  34. 2817
    Globalt InvestmentsAtlanta, GA · 3,248 clientsWrap sponsor
    Fidelity 100%
    $3.0B
  35. 2820
    Elm WealthPhiladelphia, PA · 655 clients
    Fidelity 54%Schwab 35%
    $3.0B
  36. 2822
    Chesley, Taft & Associates, LLCChicago, IL · 635 clients
    Schwab 86%
    $3.0B
  37. 2827
    Boulay WealthEden Prairie, MN · 1,123 clientsHybrid
    Schwab 84%
    $3.0B
  38. 2835
    Vicus Capital, Inc.State College, PA · 6,277 clientsHybrid
    Fidelity 100%
    $3.0B
  39. 2840
    Baltimore-Washington Financial AdvisorsColumbia, MD · 5,301 clients
    Schwab 100%
    $3.0B
  40. 2841
    Mmbg Investment Advisors Co.Miami, FL · 139 clients
    Morgan Stanley 33%J.P. Morgan 32%
    $3.0B