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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

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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. 2930
    Manchester Capital Management LLCManchester, VT · 234 clients
    Schwab 100%
    $2.8B
  2. 2933
    Fragasso Financial AdvisorsSewickley, PA · 2,205 clientsHybrid
    Schwab 100%
    $2.8B
  3. 2937
    Trek FinancialScottsdale, AZ · 4,688 clients
    Schwab 100%
    $2.8B
  4. 2947
    Cordoba Advisory Partners LLCNew York, NY · 62 clients
    J.P. Morgan 63%
    $2.8B
  5. 2948
    Angeles Wealth Management, LLCSanta Monica, CA · 212 clients
    Schwab 100%
    $2.8B
  6. 2949
    L 1 Global Wealth LLCCoconut Grove, FL · 17 clientsHybrid
    No custodian reported
    $2.8B
  7. 2952
    Strategic Financial ServicesUtica, NY · 1,336 clients
    Schwab 100%
    $2.8B
  8. 2957
    Paul Comstock PartnersHouston, TX · 120 clients
    Schwab 80%
    $2.8B
  9. 2962
    Titleist Asset Management, LLCSAN Antonio, TX · 2,151 clientsHybridTitleist Capital, LLC
    Schwab 39%Raymond James 31%Fidelity 30%
    $2.8B
  10. 2963
    Diversified, LLCWilmington, DE · 2,002 clientsHybrid
    SEI 82%
    $2.8B
  11. 2965
    Berkshire Asset Management, LLCWilkes-Barre, PA · 2,479 clientsHybridIM Global US Distributors LLC
    Schwab 57%Wells Fargo 43%
    $2.8B
  12. 2969
    Johnson BrunettiWethersfield, CT · 6,044 clientsAffiliated broker-dealerAlera Securities LLC
    Fidelity 100%
    $2.8B
  13. 2970
    LRI InvestmentsPalm Beach Gardens, FL · 582 clientsHybrid
    Pershing 0%
    $2.8B
  14. 2971
    Ohana AdvisorsSAN Rafael, CA · 22 clients
    No custodian reported
    $2.8B
  15. 2975
    MarinerOverland Park,, KS · 3,537 clientsAffiliated broker-dealerMsec, LLC, W G Securities, LLC, clears through National Financial Services (Fidelity)
    Fidelity 100%
    $2.8B
  16. 2985
    Turtle Creek Wealth Advisors, LLCDallas, TX · 140 clientsPublic-company owned
    Schwab 100%
    $2.8B
  17. 2989
    A16z Perennial Management, L.P.Menlo Park, CA · 73 clients
    Fidelity 100%
    $2.8B
  18. 2994
    Guardian Wealth Advisors, LLCRaleigh, NC · 2,262 clientsHybrid
    Schwab 100%
    $2.7B
  19. 2997
    Abner Herrman & Brock, LLCJersey City, NJ · 2,403 clientsWrap sponsor
    UBS 29%LPL Financial 28%Fidelity Distributors Company 27%
    $2.7B
  20. 2998
    Bison Wealth, LLCAtlanta, GA · 9,003 clientsHybrid
    Fidelity 65%Schwab 35%
    $2.7B
  21. 3001
    CFS Investment Advisory Services LLCTotowa, NJ · 1,238 clients
    Schwab 66%
    $2.7B
  22. 3003
    Rembert Pendleton JacksonVienna, VA · 1,458 clientsBank-affiliated
    Schwab 100%
    $2.7B
  23. 3006
    RTD Financial Advisors IncPhiladelphia, PA · 837 clients
    Schwab 78%
    $2.7B
  24. 3009
    Bill FEW Associates, Inc.Sewickley, PA · 2,972 clientsWrap sponsor
    Pershing 100%
    $2.7B
  25. 3014
    ARS Investment Partners, LLCNew York, NY · 380 clientsAffiliated broker-dealerVentum Financial (US) Corp., Ventum Financial Corp
    Pershing 100%
    $2.7B
  26. 3018
    Sagewood Asset Management LPNew York, NY · 255 clients
    Stifel, Nicolaus & Company, Incorporated 43%Morgan Stanley 41%
    $2.7B
  27. 3029
    NPF Investment AdvisorsGrand Rapids, MI · 993 clients
    Fidelity 85%
    $2.7B
  28. 3033
    Stadion Money Management, LLCWatkinsville, GA · 49,626 clientsWrap sponsor
    Fifth Third Bancorp (lincoln) 37%State Street 28%
    $2.7B
  29. 3038
    Valley Wealth Managers, Inc.Paramus, NJ · 969 clientsBank-affiliatedHybridValley Financial Management, Inc.
    Schwab 65%Pershing 24%
    $2.7B
  30. 3040
    Main Street Research LLCLakeville, CT · 1,031 clients
    Schwab 100%
    $2.7B
  31. 3044
    McAdam LLCRadnor, PA · 5,551 clientsHybrid
    Schwab 100%
    $2.7B
  32. 3047
    Pine Valley InvestmentsMarlton, NJ · 2,113 clientsHybrid
    Schwab 100%
    $2.7B
  33. 3052
    Rock Harbor Partners LLCLarchmont, NY · 63 clients
    Schwab 100%
    $2.7B
  34. 3053
    Phillips and Company Advisors LLCPortland, OR · 1,273 clients
    Schwab 100%
    $2.7B
  35. 3054
    Mitchell, McLeod, Pugh & Williams, Inc.Mobile, AL · 1,046 clients
    Schwab 89%
    $2.7B
  36. 3055
    Legacy Wealth Management, LLCMemphis, TN · 1,475 clients
    Schwab 60%Fidelity 40%
    $2.7B
  37. 3058
    IPI Wealth Management, Inc.Decatur, IL · 13,260 clientsHybridInvestment Planners, Inc., clears through RBC Capital Markets
    Schwab 100%
    $2.7B
  38. 3059
    Garde Capital, Inc.Seattle, WA · 512 clients
    Schwab 100%
    $2.7B
  39. 3062
    Osborne PartnersSAN Francisco, CA · 734 clients
    Schwab 100%
    $2.7B
  40. 3068
    Foster VictorGreenville, SC · 1,728 clients
    Schwab 100%
    $2.6B