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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
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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. 3893
    Cahill Financial Advisors, Inc.Edina, MN · 1,115 clients
    Fidelity 51%Schwab 49%
    $1.8B
  2. 3895
    Marco Investment Management LLCAtlanta, GA · 266 clients
    Schwab 100%
    $1.8B
  3. 3897
    Greenwood Capital Associates, LLCGreenwood, SC · 731 clientsBank-affiliatedAffiliated broker-dealerCountybanc Investments Services, Inc.
    Commercial Bank - Trust Dept 54%Schwab 46%
    $1.8B
  4. 3899
    Caliber Wealth Management, LLCOverland Park, KS · 1,668 clients
    Raymond James 76%Schwab 24%
    $1.8B
  5. 3900
    Slatestone Wealth LLCJupiter, FL · 563 clients
    Schwab 87%
    $1.8B
  6. 3901
    Curated Wealth Partners, LLCEl Segundo, CA · 74 clients
    Schwab 100%
    $1.8B
  7. 3902
    Schaper Benz & Wise Investment Counsel IncNeenah, WI · 403 clients
    Schwab 100%
    $1.8B
  8. 3906
    Ironwood Investment Counsel, LLCScottsdale, AZ · 554 clients
    Schwab 76%Fidelity 24%
    $1.8B
  9. 3918
    HBW Advisory Services LLCSimi Valley, CA · 13,864 clientsHybrid
    Schwab 68%Axos 32%
    $1.7B
  10. 3919
    Intrua FinancialHouston, TX · 3,380 clientsWrap sponsorHybridLarson Financial Securities, LLC
    LPL Financial 80%
    $1.7B
  11. 3922
    Sapient Private Wealth Management, LLCEugene, OR · 661 clientsAffiliated broker-dealer
    Fidelity 100%
    $1.7B
  12. 3925
    Amplius Wealth AdvisorsBlue Bell, PA · 781 clients
    Fidelity 100%
    $1.7B
  13. 3933
    Meridian Wealth Advisors, LLCAustin, TX · 336 clients
    Fidelity 61%Raymond James 39%
    $1.7B
  14. 3934
    WBH Advisory, Inc.Baltimore, MD · 746 clients
    Schwab 71%Fidelity 29%
    $1.7B
  15. 3940
    RW Investment Management LLCEagle, ID · 796 clients
    Schwab 100%
    $1.7B
  16. 3942
    WNY Asset Management, LLCWilliamsville, NY · 3,260 clientsHybrid
    Schwab 100%
    $1.7B
  17. 3943
    AGW Capital AdvisorsTampa, FL · 142 clients
    Schwab 100%
    $1.7B
  18. 3944
    Ally Invest AdvisorsCharlotte, NC · 83,199 clientsBank-affiliatedHybridAlly Invest Securities LLC, clears through Apex Clearing
    Apex Fintech 100%
    $1.7B
  19. 3946
    Liberty Wealth Management, LLCOakland, CA · 1,554 clientsHybrid
    Fidelity 99%
    $1.7B
  20. 3949
    Catalyst Financial PartnersBoston, MA · 355 clientsWrap sponsor
    Schwab 100%
    $1.7B
  21. 3954
    Novem GroupRochester, NY · 3,653 clientsHybrid
    No custodian reported
    $1.7B
  22. 3958
    Delegate Advisors, LLCChapel Hill, NC · 51 clientsHybrid
    Fidelity 100%
    $1.7B
  23. 3960
    Argent Advisors, Inc.Ruston, LA · 1,499 clientsBank-affiliatedHybrid
    Argent Trust 53%Fidelity 47%
    $1.7B
  24. 3961
    Invictus Private Wealth, LLC485 clientsHybrid
    Schwab 100%
    $1.7B
  25. 3965
    Accurate Wealth Management, LLCWesley Chapel, FL · 2,612 clientsWrap sponsorHybridAAG Capital, Inc.
    Schwab 85%
    $1.7B
  26. 3970
    Corient SHC Partners (US) LPPhiladelphia, PA · 39 clientsAffiliated broker-dealer
    Fidelity 100%
    $1.7B
  27. 3972
    Oak Ridge Investments, LLCChicago, IL · 3,920 clientsWrap sponsor
    Ameriprise 60%UBS 40%
    $1.7B
  28. 3975
    Stephens Group Asset Management, LLCLittle Rock, AR · 225 clients
    Schwab 100%
    $1.7B
  29. 3980
    Citrin Cooperman Wealth Management, LLCNew York, NY · 63 clientsPublic-company owned
    Schwab 74%J.P. Morgan 26%
    $1.7B
  30. 3981
    Gilbert & Cook, Inc.West Des Moines, IA · 901 clientsWrap sponsor
    Schwab 100%
    $1.7B
  31. 3983
    Rothschild Wealth LLCOakbrook, IL · 3,656 clientsHybridRothschild Investment LLC
    Schwab 67%Pershing 33%
    $1.7B
  32. 3987
    CRA Financial Services, L.L.C.Northfield, NJ · 1,433 clients
    Fidelity Distributors Company 75%Schwab 25%
    $1.7B
  33. 3988
    MAG CapRidgeland, MS · 1,566 clientsHybrid
    Raymond James 100%
    $1.7B
  34. 3989
    Signal Advisors Wealth, LLCDetroit, MI · 4,816 clientsHybrid
    Schwab 58%Fidelity 42%
    $1.7B
  35. 3990
    Wellington Consulting Services IncChantilly, VA · 9,324 clients
    Schwab 100%
    $1.7B
  36. 3992
    Petredis Investment AdvisorsWarrendale, PA · 535 clientsWrap sponsor
    Wells Fargo 100%
    $1.7B
  37. 3993
    Nevastar Finance LTDLondon, United Kingdom · 120 clients
    Lombard Odier 29%UBS 28%Rothschild & Co Bank AG 27%
    $1.7B
  38. 3994
    LEE Financial Company, LLCDallas, TX · 443 clients
    Schwab 54%Fidelity 46%
    $1.7B
  39. 3996
    Clearwater Capital PartnersHoffman Estates, IL · 1,041 clientsWrap sponsor
    Schwab 100%
    $1.7B
  40. 4001
    Weatherly Asset ManagementDel Mar, CA · 381 clients
    Fidelity 100%
    $1.7B