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RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says
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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. 3070
    Jacobi Capital Management, LLCPittston, PA · 3,024 clientsHybrid
    LPL Financial 100%
    $2.6B
  2. 3072
    The Patriot Financial Group, LLCWalpole, MA · 2,545 clientsHybrid
    Schwab 100%
    $2.6B
  3. 3077
    Phillips FinancialFort Wayne, IN · 991 clients
    Fidelity 100%
    $2.6B
  4. 3079
    Zemenick & Walker IncSt Louis, MO · 271 clients
    Schwab 100%
    $2.6B
  5. 3084
    Cozad Asset Management IncChampaign, IL · 2,178 clients
    Pershing 100%
    $2.6B
  6. 3085
    The Portfolio Strategy Group, LLCWhite Plains, NY · 480 clientsAffiliated broker-dealer
    Schwab 100%
    $2.6B
  7. 3090
    Argos Capital Partners, LLCSt. Louis, MO · 65 clients
    Fidelity 99%
    $2.6B
  8. 3091
    Acropolis Investment ManagementChesterfield, MO · 1,045 clients
    Schwab 100%
    $2.6B
  9. 3096
    Tradition Wealth Management LLCEdina, MN · 2,244 clientsHybrid
    Schwab 100%
    $2.6B
  10. 3098
    Trajan Wealth, L.L.C.Scottsdale, AZ · 10,633 clients
    Schwab 83%
    $2.6B
  11. 3099
    Checchi Capital Advisers, LLCBeverly Hills, CA · 241 clients
    Schwab 79%
    $2.6B
  12. 3108
    Deroy & Devereaux Private Investment Counsel, Inc.Bloomfield Hills, MI · 158 clients
    Fidelity 81%
    $2.6B
  13. 3109
    Maple Capital Management, Inc.Montpelier, VT · 1,597 clients
    Schwab 100%
    $2.6B
  14. 3111
    Icon Wealth PartnersHouston, TX · 629 clientsHybrid
    Fidelity 100%
    $2.6B
  15. 3114
    International Assets Investment Management, LLCOrlando, FL · 5,961 clientsHybridBHS Financial, LLC, ETC Brokerage Services, LLC, clears through Charles Schwab
    RBC 100%
    $2.6B
  16. 3117
    Bridgewater Advisors Inc.New York, NY · 606 clients
    Schwab 88%
    $2.6B
  17. 3121
    Howard Capital Management Group, LLCLos Angeles, CA · 561 clientsAffiliated broker-dealer
    Fidelity 79%
    $2.6B
  18. 3125
    Basso Capital Management, L.P.Stamford, CT · 115 clients
    Pershing 52%Schwab 34%
    $2.6B
  19. 3127
    Compass Capital Management IncMinneapolis, MN · 443 clients
    Schwab 100%
    $2.6B
  20. 3128
    Glassman Wealth Services, LLCVienna, VA · 399 clients
    Schwab 100%
    $2.6B
  21. 3132
    Cookson Peirce Wealth ManagementPittsburgh, PA · 1,648 clientsHybrid
    Schwab 97%
    $2.6B
  22. 3143
    Validus Capital LLCEl Segundo, CA · 190 clients
    Schwab 100%
    $2.5B
  23. 3145
    Strategic Blueprint, LLCAtlanta, GA · 3,506 clientsHybridThe Strategic Financial Alliance, Inc., Timbrel Capital, LLC
    Schwab 75%Fidelity 25%
    $2.5B
  24. 3148
    Cincinnati Asset Management IncCincinnati, OH · 6,033 clientsWrap sponsor
    Morgan Stanley 55%Schwab 45%
    $2.5B
  25. 3149
    Revisor Wealth Management LLCAkron, OH · 3,132 clientsHybrid
    Schwab 64%Fidelity 35%
    $2.5B
  26. 3152
    The Fiduciary AllianceGreenville, SC · 8,964 clientsHybrid
    Schwab 88%
    $2.5B
  27. 3155
    Private Wealth Asset ManagementOmaha, NE · 559 clients
    Fidelity Distributors Company 100%
    $2.5B
  28. 3156
    Stonebridge Capital Advisors LLCSt. Paul, MN · 1,674 clients
    Schwab 50%Pershing 35%
    $2.5B
  29. 3157
    Aerie Advisory Group LLCGig Harbor, WA · 44 clients
    Schwab 100%
    $2.5B
  30. 3160
    Arcus Capital Partners, LLCAtlanta, GA · 467 clients
    Schwab 73%Fidelity 27%
    $2.5B
  31. 3162
    Xcelsior Advisor Partners LLCScottsdale, AZ · 1,501 clientsHybrid
    Fidelity 92%
    $2.5B
  32. 3166
    Saratoga Research & Investment ManagementSaratoga, CA · 2,740 clients
    Schwab 64%Fidelity 24%
    $2.5B
  33. 3168
    RKL Private WealthLancaster, PA · 1,050 clients
    Schwab 100%
    $2.5B
  34. 3169
    Main Street Financial Solutions, LLCNewtown, PA · 2,111 clientsHybrid
    Schwab 100%
    $2.5B
  35. 3176
    North Star Investment Management CorporationChicago, IL · 2,643 clientsHybrid
    Fidelity 54%Schwab 31%
    $2.5B
  36. 3180
    Perennial Financial ServicesLos Angeles, CA · 3,229 clientsWrap sponsorHybrid
    LPL Financial 94%
    $2.5B
  37. 3182
    Alphastar Capital ManagementCornelius, NC · 8,525 clientsHybridBarnabas Capital, LLC
    Schwab 100%
    $2.5B
  38. 3185
    Bankers Life Advisory Services, Inc.Chicago, IL · 14,314 clientsPublic-company ownedHybridBankers Life Securities, Inc.
    No custodian reported
    $2.5B
  39. 3188
    Cornerstone WealthHuntersville, NC · 2,506 clientsHybrid
    Fidelity 73%Schwab 27%
    $2.5B
  40. 3192
    The Investment House LLCRedondo Beach, CA · 253 clients
    Schwab 94%
    $2.5B