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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

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. 3443
    John Hancock Personal Financial Services, LLCBoston, MA · 35,589 clientsBank-affiliatedHybridJohn Hancock Distributors LLC, John Hancock Investment Management Distributors LLC
    John Hancock Trust Company 58%Pershing 42%
    $2.2B
  2. 3445
    Raga Partners LPNew York, NY · 1 clients
    Nydig Trust Company 100%
    $2.2B
  3. 3450
    Wealthplan Investment Management LLCOmaha, NE · 2,145 clients
    Schwab 100%
    $2.2B
  4. 3451
    Nadler Financial Group, Inc.Deerfield, IL · 1,072 clientsHybrid
    Schwab 100%
    $2.2B
  5. 3455
    The Investment Counsel CompanyLas Vegas, NV · 410 clients
    Schwab 100%
    $2.2B
  6. 3458
    Joel R. Mogy Investment Counsel Inc.Beverly Hills, CA · 278 clients
    Schwab 62%Citi 38%
    $2.2B
  7. 3460
    Condor Capital Wealth ManagementMartinsville, NJ · 879 clients
    Schwab 100%
    $2.2B
  8. 3467
    Sigma Investment CounselorsNorthville, MI · 775 clients
    Schwab 54%Fidelity 46%
    $2.2B
  9. 3471
    PDS Planning IncDublin, OH · 614 clients
    Schwab 100%
    $2.2B
  10. 3472
    Zuckerman Investment GroupChicago, IL · 439 clients
    Schwab 54%Pershing 28%
    $2.2B
  11. 3475
    Abacus Planning Group, Inc.Columbia, SC · 328 clients
    Schwab 100%
    $2.2B
  12. 3476
    Octavia Wealth Advisors LLCCincinnati, OH · 3,803 clientsHybrid
    Schwab 100%
    $2.2B
  13. 3481
    Evolve Private Wealth, LLCLos Angeles, CA · 679 clients
    Fidelity 100%
    $2.1B
  14. 3482
    Root Financial PartnersAustin, TX · 858 clients
    Schwab 80%
    $2.1B
  15. 3483
    Private AdvisoryRedmond, WA · 929 clients
    Schwab 100%
    $2.1B
  16. 3485
    Ethos Financial Group, LLCKing of Prussia, PA · 1,808 clientsHybrid
    Schwab 88%
    $2.1B
  17. 3486
    Financial Management Network IncMission Viejo, CA · 1,528 clientsHybridFMN Capital Corporation, clears through National Financial Services (Fidelity)
    Fidelity 100%
    $2.1B
  18. 3489
    Van Hulzen Financial AdvisorsEl Dorado Hills, CA · 1,499 clientsAffiliated broker-dealerWedbush Securities Inc.
    Schwab 68%
    $2.1B
  19. 3490
    Coastedge Partners, LLCSan Diego, CA · 183 clients
    Schwab 100%
    $2.1B
  20. 3496
    Pinnacle AdvisorsMansfield, OH · 1,088 clients
    Schwab 100%
    $2.1B
  21. 3498
    Next Capital Management LLCNew York, NY · 320 clientsHybrid
    Schwab 100%
    $2.1B
  22. 3503
    Roundview Capital, LLCPrinceton, NJ · 565 clients
    Schwab 83%
    $2.1B
  23. 3512
    Suncoast Equity Management, LLCTampa, FL · 870 clients
    Schwab 100%
    $2.1B
  24. 3515
    Vanderbilt Advisory ServicesWoodbury, NY · 6,470 clientsHybridArk Global, LLC, Impactu.investments, LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $2.1B
  25. 3520
    Elser Financial Planning, Inc.Indianapolis, IN · 584 clients
    Schwab 100%
    $2.1B
  26. 3523
    The Wealth Alliance, LLCMelville, NY · 1,232 clientsWrap sponsorHybrid
    Fidelity 100%
    $2.1B
  27. 3526
    Ameraudi Asset Management, Inc.New York, NY · 968 clientsBank-affiliatedHybridAmeraudi Investment Services LLC, clears through Pershing
    Pershing 65%Stonex Financial 26%
    $2.1B
  28. 3530
    Ascentis Independent Advisors, LLCDallas, TX · 2,815 clientsHybrid
    Raymond James 55%Schwab 45%
    $2.1B
  29. 3533
    Adell Harriman & CarpenterHouston, TX · 819 clients
    Fidelity 100%
    $2.1B
  30. 3535
    First Heartland Consultants, Inc.Lake St. Louis, MO · 6,461 clientsWrap sponsorHybridFirst Heartland Capital, Inc.
    Pershing 100%
    $2.1B
  31. 3543
    Indivisible PartnersClearwater, FL · 676 clients
    Fidelity 90%
    $2.1B
  32. 3548
    Eubel Brady & SuttmanMiamisburg, OH · 816 clients
    Schwab 100%
    $2.1B
  33. 3550
    Segment Wealth Management, LLCHouston, TX · 236 clients
    Schwab 100%
    $2.1B
  34. 3551
    Tortoise Investment Management, LLCWhite Plains, NY · 504 clients
    Fidelity 100%
    $2.1B
  35. 3552
    Avestar Capital, LLCNew York, NY · 187 clients
    Schwab 60%Pershing 40%
    $2.1B
  36. 3556
    Ellenbecker Investment GroupWaukesha, WI · 2,283 clients
    Schwab 100%
    $2.1B
  37. 3559
    Cahaba Wealth Management, Inc.Atlanta, GA · 892 clients
    Fidelity Distributors Company 100%
    $2.1B
  38. 3564
    Beese Fulmer Private Wealth ManagementCanton, OH · 843 clients
    Schwab 88%
    $2.1B
  39. 3567
    Quent Capital, LLCNew York, NY · 384 clients
    Pershing 54%Fidelity 40%
    $2.1B
  40. 3569
    Clear Harbor Asset Management, LLCStamford, CT · 820 clients
    Pershing 73%Schwab 27%
    $2.1B