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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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  1. 424
    CWM, LLCOmaha, NE · 52,669 clientsHybridCarson Group Brokerage, LLC, Northwest Capital Management Inc
    Schwab 70%Fidelity 30%
    $51B
  2. 425
    Moneta Group Investment Advisors, LLCSt. Louis, MO · 9,163 clients
    Schwab 71%Commerce Trust 29%
    $51B
  3. 433
    Vestmark Advisory Solutions, Inc.Wakefield, MA · 84,069 clientsWrap sponsor
    UBS 40%Schwab 23%
    $50B
  4. 434
    AE Wealth Management, LLCTopeka, KS · 128,073 clientsWrap sponsorHybridAE Financial Services, LLC, Madison Avenue Securities, LLC, clears through National Financial Services (Fidelity)
    Fidelity 59%Schwab 41%
    $50B
  5. 441
    SCS Capital Management LLCBoston, MA · 589 clientsAffiliated broker-dealer
    Fidelity 54%Pershing 24%
    $49B
  6. 444
    Capital Group Private Client Services, Inc.LOS Angeles, CA · 9,843 clientsBank-affiliatedAffiliated broker-dealerCapital Client Group, Inc.
    BNY 100%
    $48B
  7. 448
    Wealthfront Advisers LLCPalo Alto, CA · 518,639 clientsWrap sponsorHybridWealthfront Brokerage LLC, clears through RBC Capital Markets
    RBC 100%
    $48B
  8. 466
    Canterbury Consulting IncorporatedNewport Beach, CA · 172 clients
    Northern Trust 89%
    $46B
  9. 470
    EP Wealth AdvisorsTorrance, CA · 20,738 clients
    Schwab 76%Fidelity Distributors Company 24%
    $45B
  10. 483
    Newedge AdvisorsNew Orleans, LA · 49,898 clientsWrap sponsorHybridNewedge Securities, LLC
    Fidelity 36%LPL Financial 28%
    $43B
  11. 484
    Wells Fargo Investment Institute, Inc.Charlotte, NC · 12,216 clientsBank-affiliatedHybridWells Fargo Advisors Financial Network, LLC, Wells Fargo Bank, National Association
    Wells Fargo 100%
    $43B
  12. 492
    LidoLOS Angeles, CA · 13,800 clientsHybridLido Securities, LLC
    Fidelity 70%Schwab 30%
    $43B
  13. 504
    Focus Advisor Solutions, LLCSt. Louis, MO · 35,101 clientsHybrid
    Schwab 70%
    $41B
  14. 520
    BMO Private Investment Counsel Inc.Toronto, Ontario, Canada · 33,143 clientsBank-affiliatedAffiliated broker-dealerBMO Capital Markets Corp., BMO Capital Markets Limited
    BMO Trust 100%
    $40B
  15. 540
    First Manhattan Co. LLCNew York, NY · 6,294 clientsWrap sponsorHybridFirst Manhattan Securities LLC, clears through Pershing
    Pershing 100%
    $38B
  16. 552
    Rockefeller Capital ManagementNew York, NY · 6,490 clientsHybridRockefeller Financial LLC
    Fidelity 100%
    $37B
  17. 562
    BBR Partners, LLCNew York, NY · 245 clients
    Schwab 100%
    $36B
  18. 573
    Clark Capital Management Group IncPhiladelphia, PA · 36,013 clientsBank-affiliatedHybridCarillon Fund Distributors, Inc., Cebile Capital LLP
    Assetmark Trust 100%
    $36B
  19. 588
    Sanctuary Advisors, LLCMiami, FL · 19,540 clientsWrap sponsorHybridSanctuary Securities, Inc.
    Pershing 50%Schwab 37%
    $35B
  20. 594
    Wealthspire AdvisorsNew York, NY · 9,973 clients
    Schwab 75%
    $34B
  21. 599
    Clearstead; Clearstead Advisory SolutionsCleveland, OH · 4,819 clients
    Fidelity 50%Schwab 50%
    $34B
  22. 602
    Allworth Financial, L.P.Folsom, CA · 29,297 clientsWrap sponsorHybridHanson McClain Retirement Network, LLC
    Schwab 62%Fidelity 38%
    $34B
  23. 604
    BNY Mellon Advisors, Inc.New York, NY · 125,701 clientsBank-affiliatedHybridBNY Mellon Asset Management Canada LTD., BNY Mellon Capital Markets, LLC, clears through Pershing
    Pershing 100%
    $33B
  24. 619
    Sequoia Financial Group, L.L.C.Akron, OH · 11,218 clientsHybrid
    Schwab 67%Fidelity 33%
    $32B
  25. 622
    Eagle Strategies LLCNew York, NY · 133,900 clientsWrap sponsorHybridNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)
    Fidelity 100%
    $32B
  26. 626
    Goldman Sachs Wealth Services, L.P.Cohoes, NY · 117,699 clientsBank-affiliatedHybridGoldman Sachs & Co. LLC, Goldman Sachs Financial Markets, L.P.
    Goldman Sachs 83%
    $32B
  27. 634
    Tiedemann Advisors, LLCNew York, NY · 461 clientsPublic-company ownedAffiliated broker-dealer
    Fidelity 70%
    $31B
  28. 651
    HB WealthAtlanta, GA · 5,459 clients
    Schwab 88%
    $30B
  29. 658
    Waverly Advisors, LLCBirmingham, AL · 13,689 clientsBank-affiliated
    Schwab 77%Fidelity 23%
    $30B
  30. 687
    Silvercrest Asset Management Group LLCNew York, NY · 1,205 clientsPublic-company owned
    Schwab 52%Pershing 48%
    $28B
  31. 704
    Plante Moran Financial AdvisorsSouthfield, MI · 4,009 clientsHybridP & M Corporate Finance, LLC, Plante Moran Insurance Agency Services, LLC
    No custodian reported
    $27B
  32. 710
    Arax Advisory PartnersNew York, NY · 15,662 clientsHybridUsca Securities LLC, clears through National Financial Services (Fidelity)
    Fidelity 58%Schwab 32%
    $27B
  33. 713
    Summit Financial, LLCParsippany, NJ · 18,393 clientsWrap sponsorHybridLS Securities, LLC
    Fidelity 60%Schwab 23%
    $26B
  34. 719
    1919 Investment Counsel, LLCBaltimore, MD · 5,169 clientsBank-affiliatedAffiliated broker-dealerEaton Partners (UK) LLP, Keefe, Bruyette & Woods, Inc., clears through Stifel
    Schwab 35%Fidelity 33%
    $26B
  35. 734
    H&h International Investment, LLCPalo Alto, CA · 2 clients
    Interactive Brokers 59%Schwab 41%
    $25B
  36. 749
    United Capital Financial AdvisorsIrving, TX · 25,510 clientsPublic-company ownedHybrid
    Schwab 64%Fidelity 36%
    $25B
  37. 759
    First Command Advisory ServicesFort Worth, TX · 113,591 clientsBank-affiliatedHybridFirst Command Brokerage Services, Inc.
    No custodian reported
    $24B
  38. 781
    Stonehage FlemingLondon, Greater London, United Kingdom · 725 clientsAffiliated broker-dealerStonehage Fleming Dealing and Treasury Services (UK) Limited, Stonehage Fleming Dealing and Treasury Services (jersey) Limited
    Multrees 51%Stonehage Fleming Dealing & Treasury Services 33%
    $24B
  39. 790
    Integrated Wealth Concepts LLCWaltham, MA · 29,848 clientsHybrid
    LPL Financial 39%Fidelity 34%Schwab 27%
    $24B
  40. 795
    Oxford Financial Group, LTDCarmel, IN · 697 clients
    Fidelity 100%
    $23B