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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. 3662
    JSF Financial, LLCLos Angeles, CA · 821 clientsHybrid
    Fidelity 100%
    $2.0B
  2. 3663
    Greenwood Gearhart, LLCFayetteville, AR · 1,101 clients
    Schwab 100%
    $2.0B
  3. 3666
    Maridea Wealth ManagementBrooklyn, NY · 2,100 clientsHybrid
    Schwab 61%Fidelity 39%
    $2.0B
  4. 3667
    Center for Financial Planning IncSouthfield, MI · 1,496 clientsWrap sponsorHybrid
    Raymond James 100%
    $2.0B
  5. 3668
    The Fiduciary GroupSavannah, GA · 702 clientsAffiliated broker-dealer
    Schwab 84%
    $2.0B
  6. 3669
    The Norden Group LLCProvo, UT · 1,531 clientsHybrid
    Schwab 100%
    $2.0B
  7. 3677
    CS Planning CorpPortland, OR · 4,200 clientsHybrid
    Fidelity 82%
    $2.0B
  8. 3679
    HCR Wealth AdvisorsLos Angeles, CA · 938 clientsHybrid
    Schwab 100%
    $2.0B
  9. 3681
    Guidestone AdvisorsDallas, TX · 2,089 clientsHybridGuidestone Financial Services
    Guidestone 80%
    $2.0B
  10. 3682
    Falcon Wealth Planning, LLCOntario, CA · 1,611 clients
    Fidelity 59%Schwab 41%
    $2.0B
  11. 3685
    3edge Asset Management, LPNaples, FL · 1,528 clientsHybrid
    Fidelity 82%
    $2.0B
  12. 3688
    Abound Wealth Management, LLCFranklin, TN · 936 clients
    Fidelity 90%
    $1.9B
  13. 3691
    Bulltick Wealth Management, LLCMiami, FL · 315 clientsHybridBulltick, LLC, clears through Pershing
    Pershing 78%J.P. Morgan 22%
    $1.9B
  14. 3693
    Financial Security Advisory IncVirginia Beach, VA · 3,393 clientsHybridFinancial Security Management, Incorporated
    No custodian reported
    $1.9B
  15. 3700
    SCSBellevue, WA · 2,493 clientsWrap sponsorHybrid
    LPL Financial 100%
    $1.9B
  16. 3706
    RVW Wealth LLCLos Angeles, CA · 1,378 clientsHybrid
    Schwab 95%
    $1.9B
  17. 3709
    Diversified Portfolios, Inc.Bloomfield Hills, MI · 665 clients
    Schwab 100%
    $1.9B
  18. 3710
    Cfo4lifeCoppell, TX · 1,015 clientsHybrid
    Schwab 77%Fidelity 23%
    $1.9B
  19. 3715
    Rebalance LLCPalo Alto, CA · 656 clients
    Schwab 59%Fidelity 41%
    $1.9B
  20. 3716
    Fourthought Financial Partners, LLC.Venice, FL · 1,002 clientsAffiliated broker-dealer
    Fidelity 100%
    $1.9B
  21. 3717
    Meyers Wealth Management, LLCColumbus, OH · 860 clientsWrap sponsor
    Schwab 100%
    $1.9B
  22. 3719
    First Pacific Financial, Inc.Vancouver, WA · 1,312 clients
    Schwab 100%
    $1.9B
  23. 3720
    AMI Asset Management CorpLos Angeles, CA · 1,221 clients
    Schwab 100%
    $1.9B
  24. 3721
    Conservest Capital Advisors IncWynnewood, PA · 303 clients
    Schwab 81%
    $1.9B
  25. 3723
    Rossmore Private Capital, LLCGlastonbury, CT · 275 clients
    Pershing 100%
    $1.9B
  26. 3725
    Private Wealth Partners, LLCMill Valley, CA · 258 clients
    Schwab 100%
    $1.9B
  27. 3726
    Terry McDaniel & CompanyAustin, TX · 378 clients
    Schwab 79%
    $1.9B
  28. 3729
    SHP Wealth Management, LLCPlymouth, MA · 2,364 clientsAffiliated broker-dealerKestra Investment Services, LLC
    Fidelity 100%
    $1.9B
  29. 3731
    Novare Capital ManagementCharlotte, NC · 757 clients
    Schwab 100%
    $1.9B
  30. 3736
    DT Investment Partners, LLCChadds Ford, PA · 1,316 clients
    Schwab 47%Wilmington Trust Investment Management 31%
    $1.9B
  31. 3740
    Resolute Partners GroupSan Francisco, CA · 35 clients
    Pershing 51%Schwab 35%
    $1.9B
  32. 3741
    Continuum Advisory, LLCEagle, ID · 3,461 clientsHybrid
    Schwab 100%
    $1.9B
  33. 3742
    Patriot Investment Management Group IncKnoxville, TN · 1,559 clients
    Schwab 100%
    $1.9B
  34. 3744
    Mora Capital Management, LLCMiami, FL · 685 clientsBank-affiliatedHybridMora Capital Securities LLC, Tressis Sociedad De Valores, S.A., clears through Pershing
    Pershing 64%UBS 36%
    $1.9B
  35. 3746
    Main Management, LLCSan Francisco, CA · 253 clients
    Schwab 100%
    $1.9B
  36. 3756
    SP Asset Management LLCCupertino, CA · 211 clients
    Fidelity 85%
    $1.9B
  37. 3767
    Retirement Management SystemsLeonardtown, MD · 3,032 clients
    Schwab 100%
    $1.9B
  38. 3771
    Modell Capital Management LLCBloomfield Hills, MI · 394 clients
    Schwab 81%
    $1.9B
  39. 3772
    Nilsine Partners, LLCGreenwood Village, CO · 559 clientsHybrid
    Schwab 100%
    $1.9B
  40. 3778
    Blue Chip Partners, LLCFarmington Hills, MI · 1,007 clients
    Raymond James 82%
    $1.9B