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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. 2842
    Intellectus Partners, LLCSAN Francisco, CA · 206 clients
    Fidelity 100%
    $3.0B
  2. 2844
    Fairway Wealth Management LLCIndependence, OH · 322 clientsAffiliated broker-dealer
    Schwab 100%
    $3.0B
  3. 2846
    MontagAtlanta, GA · 503 clients
    Schwab 63%Fidelity 37%
    $3.0B
  4. 2847
    Retirement Income Solutions, Inc.ANN Arbor, MI · 1,274 clients
    Pershing 52%Tiaa-Cref Individual & Institutional Services 48%
    $3.0B
  5. 2848
    Impact Partnership Wealth, LLCMarietta, GA · 8,017 clientsWrap sponsorHybridAE Financial Services, LLC, clears through National Financial Services (Fidelity)
    Schwab 56%Fidelity 44%
    $3.0B
  6. 2851
    Cardiff Park Advisors363 clients
    Schwab 79%
    $3.0B
  7. 2852
    Sfmg Wealth AdvisorsPlano, TX · 982 clients
    Schwab 79%
    $3.0B
  8. 2853
    Resonant Capital Advisors, LLCMadison, WI · 619 clients
    Schwab 65%Fidelity 35%
    $3.0B
  9. 2854
    Parcion Private Wealth LLCBellevue, WA · 165 clients
    Fidelity 100%
    $3.0B
  10. 2856
    Berger Financial GroupPlymouth, MN · 3,800 clients
    Schwab 100%
    $2.9B
  11. 2859
    Point Olema Capital Partners, L.P.SAN Francisco, CA · 27 clients
    Fidelity 70%Schwab 30%
    $2.9B
  12. 2860
    Birch Hill Investment Advisors LLCBoston, MA · 195 clients
    Schwab 85%
    $2.9B
  13. 2862
    Creative Financial Designs, Inc.Kokomo, IN · 10,566 clientsHybridCFD Investments, Inc.
    Fidelity 65%Schwab 35%
    $2.9B
  14. 2864
    SJS Investment ServicesSylvania, OH · 1,055 clients
    Schwab 100%
    $2.9B
  15. 2865
    Foster & Motley IncCincinnati, OH · 926 clients
    Schwab 100%
    $2.9B
  16. 2866
    Asset Dedication, LLCSAN Francisco, CA · 1,998 clients
    Schwab 75%Fidelity 25%
    $2.9B
  17. 2871
    Windsor Advisory Group, LLCColumbus, OH · 543 clients
    Schwab 100%
    $2.9B
  18. 2873
    Cambiar Investors, LLCDenver, CO · 5,622 clientsHybrid
    Morgan Stanley 79%
    $2.9B
  19. 2874
    Bedel Financial Consulting IncIndianapolis, IN · 1,162 clients
    Schwab 81%
    $2.9B
  20. 2875
    Transcend Capital Advisors, LLCMadison, NJ · 1,094 clientsWrap sponsorHybrid
    Schwab 75%Fidelity 25%
    $2.9B
  21. 2883
    Farther Asset Management, LLCSAN Francisco, CA · 9,645 clientsWrap sponsorAffiliated broker-dealerFarther Securities, LLC
    Schwab 51%Fidelity 49%
    $2.9B
  22. 2887
    Fort Point Capital Partners LLCSAN Francisco, CA · 441 clientsHybrid
    Schwab 60%Fidelity 40%
    $2.9B
  23. 2890
    Smith Salley Wealth ManagementGreensboro, NC · 1,129 clients
    Schwab 51%Fidelity 49%
    $2.9B
  24. 2891
    Hardy Reed, LLCTupelo, MS · 395 clients
    Fidelity 86%
    $2.9B
  25. 2892
    CPS Investment AdvisorsLakeland, FL · 3,377 clients
    Fidelity 100%
    $2.9B
  26. 2896
    RMR Wealth Builders, Inc.Montclair, NJ · 2,099 clients
    Fidelity 87%
    $2.9B
  27. 2901
    Regal Investment Advisors LLCKentwood, MI · 8,302 clientsHybridRegulus Financial Group, LLC, clears through Pershing
    Fidelity Distributors Company 71%Schwab 29%
    $2.9B
  28. 2902
    LM Advisors LLCSAN Diego, CA · 585 clients
    Morgan Stanley 100%
    $2.9B
  29. 2903
    Capital Counsel LLCNew York, NY · 224 clients
    BNY 100%
    $2.9B
  30. 2905
    Rockwood Wealth Management, LLCNew Hope, PA · 971 clients
    Fidelity 77%Schwab 23%
    $2.9B
  31. 2908
    Capstone Financial Advisors IncDowners Grove, IL · 1,072 clients
    Schwab 100%
    $2.9B
  32. 2909
    Hollencrest Capital ManagementNewport Beach, CA · 477 clients
    Schwab 100%
    $2.9B
  33. 2911
    Meeder Advisory Services, Inc.Dublin, OH · 3,636 clientsWrap sponsorHybridMeeder Distribution Services, Inc.
    Pershing 45%Schwab 43%
    $2.9B
  34. 2914
    Waters, Parkerson & Co., LLCNew Orleans, LA · 794 clients
    Schwab 100%
    $2.9B
  35. 2917
    Veris Wealth Partners, LLCOakland, CA · 346 clientsPublic-company owned
    Fidelity Distributors Company 77%Schwab 23%
    $2.9B
  36. 2919
    Cooper McManusIrvine, CA · 3,482 clientsHybrid
    Schwab 83%
    $2.9B
  37. 2920
    Legacy Knight MFO, LLCDallas, TX · 53 clients
    Goldman Sachs 100%
    $2.8B
  38. 2921
    Maslow Wealth AdvisorsAustin, TX · 395 clients
    Schwab 100%
    $2.8B
  39. 2923
    Key Financial, Inc.West Chester, PA · 1,418 clientsHybrid
    Pershing 100%
    $2.8B
  40. 2926
    West Financial Services, Inc.McLean, VA · 964 clientsBank-affiliated
    Fidelity Distributors Company 61%Schwab 39%
    $2.8B