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AtlasFinancial ADVSR
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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. 3338
    Summit Financial Strategies IncColumbus, OH · 1,026 clients
    Schwab 83%
    $2.3B
  2. 3339
    McKinley Carter Wealth Services, Inc.Wheeling, WV · 1,282 clients
    Fidelity Distributors Company 50%Schwab 50%
    $2.3B
  3. 3340
    Summit Wealth GroupColorado Springs, CO · 3,117 clientsWrap sponsorHybrid
    SEI 100%
    $2.3B
  4. 3341
    Willow Creek Wealth Management, Inc.Sebastopol, CA · 1,068 clients
    Schwab 67%Pershing 33%
    $2.3B
  5. 3345
    RSW InvestmentsSummit, NJ · 1,412 clientsWrap sponsorAffiliated broker-dealerResolute Investment Distributors, Inc.
    Morgan Stanley 41%UBS 31%
    $2.3B
  6. 3347
    TLG Advisors, Inc.Summit, NJ · 5,161 clientsHybridThe Leaders Group, Inc.
    SEI 49%
    $2.3B
  7. 3350
    Verus Capital Partners, LLCScottsdale, AZ · 5,642 clientsHybrid
    Schwab 78%
    $2.3B
  8. 3355
    Fidelis CapitalTampa, FL · 232 clients
    Fidelity 100%
    $2.3B
  9. 3356
    Beacon Coast Partners, LLCSan Francisco, CA · 33 clientsWrap sponsor
    Fidelity 100%
    $2.3B
  10. 3363
    Grant Tani Barash & Altman, LLCBeverly Hills, CA · 226 clientsAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    No custodian reported
    $2.3B
  11. 3364
    Moneco AdvisorsFairfield, CT · 2,812 clientsHybrid
    LPL Financial 76%
    $2.3B
  12. 3365
    Sound View Wealth Advisors Group, LLCSavannah, GA · 950 clientsHybrid
    Schwab 87%
    $2.3B
  13. 3366
    Gateway Wealth Partners, LLCAppleton, WI · 7,382 clientsWrap sponsorHybrid
    LPL Financial 75%Assetmark 25%
    $2.3B
  14. 3367
    Traphagen Financial GroupOradell, NJ · 2,038 clients
    No custodian reported
    $2.3B
  15. 3369
    Stonebridge Financial Group, LLCWormleysburg, PA · 1,457 clientsHybrid
    Schwab 100%
    $2.3B
  16. 3370
    JDL AdvisersNewport Beach, CA · 7,943 clientsHybridJDL Securities Corporation
    Capital Client Group 61%Schwab 39%
    $2.3B
  17. 3371
    YHB Investment Advisors IncWest Hartford, CT · 1,182 clients
    Pershing 53%Schwab 47%
    $2.3B
  18. 3372
    Vestor Capital, LLCChicago, IL · 1,288 clientsAffiliated broker-dealer
    Schwab 77%Fidelity 23%
    $2.3B
  19. 3374
    Beaird HarrisDallas, TX · 800 clients
    Schwab 63%Fidelity 37%
    $2.3B
  20. 3377
    Focused Wealth Management, Inc.Newburgh, NY · 2,333 clientsWrap sponsorHybrid
    Schwab 100%
    $2.3B
  21. 3380
    Sather Financial Group, Inc.Victoria, TX · 482 clients
    Schwab 100%
    $2.3B
  22. 3382
    California Financial AdvisorsSan Ramon, CA · 1,525 clients
    Schwab 100%
    $2.3B
  23. 3389
    Rather & Kittrell, Inc.Knoxville, TN · 1,110 clients
    Fidelity 100%
    $2.3B
  24. 3393
    Cornerstone AdvisoryHunt Valley, MD · 854 clients
    Schwab 100%
    $2.2B
  25. 3396
    Avalor Investment AGZurich, Switzerland · 522 clients
    Bank Julius BAR 49%Credit Suisse 27%UBS 24%
    $2.2B
  26. 3400
    BSW Wealth PartnersBoulder, CO · 501 clients
    Schwab 81%
    $2.2B
  27. 3409
    Arbion LimitedLondon, United Kingdom · 151 clients
    HSBC 69%Credit Suisse 31%
    $2.2B
  28. 3413
    Koss-Olinger Consulting, LLC.Gainesville, FL · 679 clientsHybrid
    Schwab 100%
    $2.2B
  29. 3414
    Heritage Investment Group, Inc.Pompano Beach, FL · 906 clients
    Schwab 100%
    $2.2B
  30. 3416
    Lbmc Investment Advisors, LLCBrentwood, TN · 513 clients
    Schwab 73%Fidelity 27%
    $2.2B
  31. 3419
    Wealthquest CorporationCincinnati, OH · 1,593 clients
    Schwab 100%
    $2.2B
  32. 3420
    Foster Dykema Cabot & Partners, LLCWaltham, MA · 851 clientsAffiliated broker-dealer
    Fidelity 82%
    $2.2B
  33. 3423
    E. S. Barr & CompanyLexington, KY · 432 clients
    Raymond James 65%Schwab 35%
    $2.2B
  34. 3426
    United Asset Strategies Inc.Garden City, NY · 1,673 clients
    Schwab 100%
    $2.2B
  35. 3428
    Oakmont CorporationLos Angeles, CA · 81 clients
    Merrill / Bank of America 100%
    $2.2B
  36. 3430
    Golden State Wealth Management, LLCPowell, WY · 4,192 clientsWrap sponsorHybrid
    LPL Financial 100%
    $2.2B
  37. 3432
    Grandfield & Dodd, LLCNew York, NY · 769 clients
    Schwab 100%
    $2.2B
  38. 3433
    Patten and Patten, Inc.Chattanooga, TN · 879 clients
    Schwab 100%
    $2.2B
  39. 3435
    Forum FinanceGeneva, Switzerland · 680 clients
    Banque Lombard Odier & CIE SA 78%UBS 22%
    $2.2B
  40. 3442
    Kiley Juergens Wealth Management, LLCOlympia, WA · 3,070 clientsHybrid
    Schwab 100%
    $2.2B