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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

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  1. 4002
    Patton Albertson Miller Group, LLCChattanooga, TN · 627 clientsAffiliated broker-dealer
    Fidelity 50%Schwab 50%
    $1.7B
  2. 4005
    CPC Advisors, LLCAtlanta, GA · 981 clientsWrap sponsorHybrid
    Raymond James 100%
    $1.7B
  3. 4007
    J.M. Forbes & Co. LLPBoston, MA · 1,076 clients
    SEI 100%
    $1.7B
  4. 4008
    Tailwind AdvisorsFort Worth, TX · 21 clients
    Fidelity 58%J.P. Morgan 42%
    $1.7B
  5. 4011
    KMG Fiduciary Partners, LLCToledo, OH · 1,310 clients
    Fidelity 100%
    $1.7B
  6. 4018
    Cannon Financial Strategists, Inc.Athens, GA · 1,015 clientsHybridCannon Securities, Inc.
    Schwab 77%Tiaa-Cref Individual & Institutional Services 23%
    $1.7B
  7. 4020
    Orange Investment Advisors, Inc.Goshen, NY · 1,391 clientsBank-affiliated
    Pershing 65%Northern Trust 35%
    $1.7B
  8. 4021
    Armstrong Advisory Group Inc.Needham, MA · 1,494 clientsWrap sponsor
    Schwab 100%
    $1.7B
  9. 4031
    Strategic Family Wealth Counselors, L.L.C.Fairfield, NJ · 312 clients
    Schwab 100%
    $1.7B
  10. 4032
    Levin Capital Strategies, L.P.New York, NY · 251 clients
    Fidelity 100%
    $1.7B
  11. 4040
    Journey Advisory Group, LLCCovington, KY · 888 clients
    Schwab 74%Interactive Brokers 26%
    $1.7B
  12. 4043
    The Hoerner Planning Group, LLCMiddleburg, VA · 432 clients
    Fidelity 100%
    $1.7B
  13. 4049
    Personal CFO Solutions LLCChester, NJ · 653 clientsHybrid
    Fidelity 100%
    $1.6B
  14. 4050
    Pathway Financial Advisors, LLCSouth Burlington, VT · 253 clients
    Schwab 60%Fidelity 28%
    $1.6B
  15. 4053
    Lyell Wealth Management LPMenlo Park, CA · 307 clients
    Schwab 100%
    $1.6B
  16. 4055
    Strategic Wealth Partners, LTD.Independence, OH · 3,674 clientsHybrid
    Schwab 85%
    $1.6B
  17. 4057
    Scarborough Capital ManagementAnnapolis, MD · 2,664 clientsHybrid
    Schwab 100%
    $1.6B
  18. 4058
    Buck Wealth Strategies, LLCDenver, CO · 2,948 clientsHybrid
    Fidelity 63%Schwab 37%
    $1.6B
  19. 4059
    ARS Wealth AdvisorsSt. Petersburg, FL · 1,071 clientsAffiliated broker-dealer
    Schwab 100%
    $1.6B
  20. 4060
    Steel Grove Capital Advisors, LLCMemphis, TN · 884 clients
    Schwab 100%
    $1.6B
  21. 4064
    USA Financial ExchangeAda, MI · 10,265 clientsHybridSaybrus Equity Services, LLC, Trinity Wealth Securities, L.L.C.
    Axos 98%
    $1.6B
  22. 4066
    Penobscot Investment Management Company, Inc.Boston, MA · 562 clients
    Schwab 64%Fidelity 24%
    $1.6B
  23. 4068
    Provenio CapitalNewport Beach, CA · 128 clients
    No custodian reported
    $1.6B
  24. 4070
    TOM Johnson Investment Management, LLCOklahoma City, OK · 5,631 clientsPublic-company owned
    Fidelity 51%Schwab 49%
    $1.6B
  25. 4071
    Rodgers & AssociatesLancaster, PA · 997 clientsAffiliated broker-dealerKestra Investment Services, LLC
    Schwab 80%
    $1.6B
  26. 4074
    Wealhouse Capital Limited PartnershipToronto, Ontario, Canada · 10 clients
    Morgan Stanley 80%
    $1.6B
  27. 4076
    Trivium Point Advisory, LLCWilton, CT · 850 clientsHybrid
    Schwab 60%LPL Financial 25%
    $1.6B
  28. 4079
    Telos Capital Management, Inc.San Diego, CA · 956 clients
    Schwab 100%
    $1.6B
  29. 4081
    L. ROY Papp & Associates, LLPPhoenix, AZ · 576 clients
    Schwab 100%
    $1.6B
  30. 4083
    Pasadena Private Wealth, LLCPasadena, CA · 524 clientsHybrid
    Fidelity 83%
    $1.6B
  31. 4084
    The Nemes Rush Group, LLCNovi, MI · 881 clientsWrap sponsorHybrid
    Raymond James 99%
    $1.6B
  32. 4085
    Bloom AdvisorsFarmington Hills, MI · 1,166 clients
    Fidelity 53%Schwab 47%
    $1.6B
  33. 4087
    Islandbridge Capital LimitedLondon, Greater London, United Kingdom · 22 clients
    Royal Bank of Canada (channel Islands) Limited 100%
    $1.6B
  34. 4088
    Fortis Capital Advisors, LLCPrairie Village, KS · 2,171 clientsHybrid
    Schwab 89%
    $1.6B
  35. 4094
    Sierra Capital LLCMiami, FL · 76 clients
    Morgan Stanley 30%J.P. Morgan 28%Schwab 25%
    $1.6B
  36. 4099
    Global Strategic Nextgen OcioScottsdale, AZ · 129 clients
    Schwab 100%
    $1.6B
  37. 4101
    The Gleason Group, Inc.Prospect, KY · 276 clients
    Raymond James 100%
    $1.6B
  38. 4107
    Bouchey Financial Group, LTD.Troy, NY · 1,225 clients
    Schwab 100%
    $1.6B
  39. 4109
    Financial Plan, Inc.Bellingham, WA · 924 clients
    Pershing 100%
    $1.6B
  40. 4110
    Tanager Wealth ManagementLondon, United Kingdom · 1,052 clients
    Pershing 88%
    $1.6B