Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP 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 Priorities
AtlasFinancial ADVSR
Open free

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.

Filters

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. 3573
    Natural Investments1,277 clients
    Schwab 100%
    $2.0B
  2. 3576
    Inscription Capital, LLCHouston, TX · 456 clientsHybrid
    Fidelity 65%
    $2.0B
  3. 3577
    Sofi Wealth LLCSan Francisco, CA · 254,020 clientsBank-affiliatedHybridSofi Securities (hong Kong) Limited, Sofi Securities LLC, clears through Apex Clearing
    Apex Fintech 100%
    $2.0B
  4. 3578
    Adviceone Advisory Services, LLCGlastonbury, CT · 1,449 clients
    Schwab 86%
    $2.0B
  5. 3579
    PCM Encore, LLCAspen, CO · 176 clients
    Morgan Stanley 100%
    $2.0B
  6. 3581
    Doyenne Wealth AdvisorsChicago, IL · 132 clients
    Schwab 100%
    $2.0B
  7. 3583
    Minot Deblois Advisors LLCBoston, MA · 203 clients
    Fifth Third Bank 93%
    $2.0B
  8. 3585
    Mosaic WealthSt. Louis, MO · 807 clientsHybrid
    Fidelity 88%
    $2.0B
  9. 3590
    Operose Advisors LLCMilwaukee, WI · 511 clients
    Schwab 100%
    $2.0B
  10. 3591
    Atwood & Palmer, Inc.Kansas City, MO · 525 clients
    Fidelity 100%
    $2.0B
  11. 3595
    Provise Management Group, LLCClearwater, FL · 1,190 clientsHybridKestra Investment Services, LLC
    Schwab 100%
    $2.0B
  12. 3596
    Capwealth Advisors, LLCFranklin, TN · 1,429 clients
    Schwab 100%
    $2.0B
  13. 3597
    Alpen Partners International AGFreienbach, Switzerland · 738 clients
    Bank Julius Baer & Co LTD 50%Banque Pictet & CIE S.A. 36%
    $2.0B
  14. 3598
    Washington Crossing Advisors LLCMorristown, NJ · 3,257 clientsBank-affiliatedHybridKeefe, Bruyette & Woods, Inc., Stifel Europe AG, clears through Stifel
    Stifel, Nicolaus & Company, Incorporated 100%
    $2.0B
  15. 3600
    Keebeck Wealth ManagementChicago, IL · 150 clients
    Pershing 53%Schwab 47%
    $2.0B
  16. 3602
    Avity Investment Management Inc.Greenwich, CT · 303 clients
    Schwab 100%
    $2.0B
  17. 3603
    Punch & Associates Investment Management, Inc.Edina, MN · 562 clients
    Fidelity 100%
    $2.0B
  18. 3604
    Fairview CapitalGreenbrae, CA · 241 clients
    Schwab 85%
    $2.0B
  19. 3607
    Cherry Creek Family OfficesDenver, CO · 26 clients
    Schwab 100%
    $2.0B
  20. 3610
    UnisonProvidence, RI · 95 clients
    Northern Trust 86%
    $2.0B
  21. 3613
    Boston Family Office LLCBoston, MA · 342 clients
    BNY 80%
    $2.0B
  22. 3616
    Marks Group Wealth Management, Inc.Minnetonka, MN · 809 clientsWrap sponsor
    Fidelity 89%
    $2.0B
  23. 3619
    Albion Financial GroupSalt Lake City, UT · 737 clients
    Schwab 87%
    $2.0B
  24. 3622
    Woodmont Investment Counsel, LLCNashville, TN · 468 clients
    Schwab 100%
    $2.0B
  25. 3624
    Jackson Thornton Wealth Management, LLCMontgomery, AL · 988 clients
    Schwab 87%
    $2.0B
  26. 3626
    Physician Wealth Advisors, Inc.Salt Lake City, UT · 1,124 clients
    Fidelity 97%
    $2.0B
  27. 3628
    Jnba Financial Advisors, LLCBloomington, MN · 1,115 clients
    Schwab 100%
    $2.0B
  28. 3630
    CAPTRUST Wealth AdvisorsHolland, MI · 926 clientsWrap sponsor
    Pershing 100%
    $2.0B
  29. 3631
    Neville, Rodie & Shaw IncNew York, NY · 355 clients
    Fidelity Distributors Company 65%
    $2.0B
  30. 3632
    Blackhill Capital, IncMorristown, NJ · 81 clients
    Pershing 100%
    $2.0B
  31. 3634
    Corda Investment Management, LLCHouston, TX · 1,363 clients
    Schwab 100%
    $2.0B
  32. 3635
    Silveroak Wealth Management LLCEdina, MN · 446 clients
    Schwab 100%
    $2.0B
  33. 3637
    Naples Global AdvisorsNaples, FL · 306 clients
    Schwab 79%
    $2.0B
  34. 3640
    The Harbor Group, Inc.Bedford, NH · 700 clients
    Schwab 100%
    $2.0B
  35. 3642
    Healthequity AdvisorsDraper, UT · 178,476 clientsPublic-company owned
    Healthequity Trust 100%
    $2.0B
  36. 3644
    Stack Financial Management IncWhitefish, MT · 833 clients
    Schwab 100%
    $2.0B
  37. 3645
    Feldman, Ingardona & CoDowners Grove, IL · 184 clients
    Fidelity 100%
    $2.0B
  38. 3648
    Balefire, LLCDallas, TX · 1,864 clientsHybrid
    Schwab 100%
    $2.0B
  39. 3652
    Trumbower Financial Advisors LLCBethesda, MD · 246 clients
    Fidelity 100%
    $2.0B
  40. 3659
    LEE Danner & Bass IncNashville, TN · 1,020 clients
    Schwab 63%Fidelity 37%
    $2.0B