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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. 3193
    Warwick PartnersBryan, TX · 253 clients
    Schwab 100%
    $2.5B
  2. 3195
    LVW Advisors, LLCPittsford, NY · 519 clientsAffiliated broker-dealer
    Schwab 100%
    $2.5B
  3. 3203
    Oxbow Advisors, LLCAustin, TX · 744 clientsHybridHerndon Plant Oakley LTD
    Schwab 72%RBC 28%
    $2.5B
  4. 3205
    Everhart AdvisorsDublin, OH · 2,912 clients
    SEI 75%Schwab 25%
    $2.5B
  5. 3206
    Shufro, Rose & Co., LLCNew York, NY · 1,331 clients
    Fidelity 100%
    $2.5B
  6. 3211
    S & Co., Inc.Boston, MA · 383 clients
    Fiduciary Trust 100%
    $2.5B
  7. 3216
    RZH Advisors LLCStamford, CT · 451 clients
    Fidelity 100%
    $2.4B
  8. 3219
    Jaffe Tilchin Investment Partners, LLCTampa, FL · 1,892 clientsHybrid
    Fidelity 84%
    $2.4B
  9. 3228
    Gryphon Financial PartnersColumbus, OH · 661 clientsPublic-company ownedHybrid
    Fidelity 86%
    $2.4B
  10. 3229
    Guyasuta Investment Advisors, IncorporatedPittsburgh, PA · 478 clients
    Schwab 100%
    $2.4B
  11. 3234
    Howe and Rusling, Inc.Rochester, NY · 1,397 clients
    Schwab 56%Fidelity 44%
    $2.4B
  12. 3239
    Nichols & Pratt Advisers LLPBoston, MA · 106 clients
    SEI 100%
    $2.4B
  13. 3244
    Requisite Capital Management LLCDallas, TX · 231 clients
    Fidelity 100%
    $2.4B
  14. 3246
    Manitou Investment Management LTD.Toronto, Ontario, Canada · 463 clients
    RBC 100%
    $2.4B
  15. 3247
    Traynor Capital ManagementMalvern, PA · 1,590 clients
    Fidelity 100%
    $2.4B
  16. 3248
    Future CapitalChattanooga, TN · 17,093 clients
    No custodian reported
    $2.4B
  17. 3250
    Wealth Architects, LLCMountain View, CA · 437 clients
    Schwab 100%
    $2.4B
  18. 3254
    Moody, Lynn, Lieberson & Walker, LLCBoston, MA · 550 clients
    Schwab 81%
    $2.4B
  19. 3255
    Sentry Advisors, LLCSan Francisco, CA · 183 clients
    Schwab 91%
    $2.4B
  20. 3260
    Sandhill Investment ManagementBuffalo, NY · 2,110 clients
    Schwab 97%
    $2.4B
  21. 3261
    EFS AdvisorsCambridge, MN · 21,701 clientsHybridAdvanced Advisor Group, LLC
    Schwab 100%
    $2.4B
  22. 3267
    FBB Capital PartnersBethesda, MD · 1,012 clients
    Schwab 100%
    $2.4B
  23. 3268
    Capital Investment Advisory Services, LLCRaleigh, NC · 6,276 clientsHybridCapital Investment Brokerage, Inc., Capital Investment Group, Inc.
    Schwab 50%Pershing 50%
    $2.4B
  24. 3270
    Washington Trust AdvisorsWellesley, MA · 845 clientsBank-affiliated
    Schwab 100%
    $2.4B
  25. 3271
    Newsquare Capital, LLCNewtown Square, PA · 2,196 clientsWrap sponsorHybrid
    No custodian reported
    $2.4B
  26. 3273
    Tschetter GroupBellevue, WA · 517 clients
    Schwab 100%
    $2.4B
  27. 3281
    McInroy & Wood LimitedHaddington, East Lothian, United Kingdom · 1,002 clients
    Pershing 100%
    $2.4B
  28. 3282
    Parsons Capital Management IncProvidence, RI · 746 clients
    Schwab 71%Fidelity 29%
    $2.4B
  29. 3291
    Check Capital Management IncCosta Mesa, CA · 1,223 clients
    Fidelity 69%Schwab 31%
    $2.4B
  30. 3301
    Gemmer Asset Management LLCWalnut Creek, CA · 1,285 clients
    Schwab 100%
    $2.4B
  31. 3302
    Claret Asset Management CorpMontreal Quebec, Canada · 2,124 clients
    CIBC Wood Gundy 100%
    $2.4B
  32. 3305
    IFC Advisors LLCLos Angeles, CA · 393 clientsWrap sponsor
    Wells Fargo 95%
    $2.3B
  33. 3306
    Corient SHC Wealth Management (US) LPPhiladelphia, PA · 74 clientsAffiliated broker-dealer
    Fidelity 100%
    $2.3B
  34. 3311
    Withum Wealth ManagementRed Bank, NJ · 798 clients
    Schwab 74%Fidelity 26%
    $2.3B
  35. 3314
    Keystone Financial Group, LLCLexington, KY · 6,628 clientsHybrid
    LPL Financial 84%
    $2.3B
  36. 3317
    Baldwin Wealth Partners, LLCMarion, MA · 809 clients
    Pershing 71%Schwab 29%
    $2.3B
  37. 3320
    American Century Investments Private Client Group, Inc.Kansas City, MO · 4,107 clientsPublic-company ownedHybridAmerican Century Investment Services, Inc.
    No custodian reported
    $2.3B
  38. 3324
    Magnus Financial Group LLCNew York, NY · 1,158 clients
    Schwab 67%Fidelity 33%
    $2.3B
  39. 3325
    Capita Financial Network, LLCDraper, UT · 2,888 clients
    Schwab 99%
    $2.3B
  40. 3328
    Woodley FarraIndianapolis, IN · 1,652 clients
    Schwab 83%
    $2.3B