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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. 4112
    Linden Global Strategies LLCNew York, NY · 175 clients
    BNY 63%
    $1.6B
  2. 4113
    N.E.W. Advisory Services, LLCDe Pere, WI · 4,862 clientsHybrid
    Schwab 100%
    $1.6B
  3. 4115
    CGN Advisors, LLCManhattan, KS · 1,321 clients
    Schwab 100%
    $1.6B
  4. 4116
    Beam Wealth Advisors, Inc.Covington, LA · 2,258 clientsHybrid
    Fidelity 49%Raymond James 36%
    $1.6B
  5. 4117
    Alta Capital Management LLCSalt Lake City, UT · 1,308 clientsBank-affiliatedAffiliated broker-dealer
    Schwab 100%
    $1.6B
  6. 4122
    Means Wealth ManagementBangor, ME · 1,375 clients
    Fidelity 100%
    $1.6B
  7. 4125
    Consolidated Portfolio Review CorpWoodbury, NY · 6,228 clientsHybridImpactu.investments, LLC, Vanderbilt Securities, LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $1.6B
  8. 4126
    Tanglewood Total Wealth Management, Inc.Houston, TX · 417 clients
    Schwab 100%
    $1.6B
  9. 4127
    Rollins Financial Advisors, LLCAtlanta, GA · 1,004 clientsAffiliated broker-dealer
    Fidelity 52%Schwab 48%
    $1.6B
  10. 4129
    Compass ION Advisors, LLCConshohocken, PA · 1,204 clientsHybrid
    Schwab 76%Fidelity 24%
    $1.6B
  11. 4130
    Summa Corp.The Woodlands, TX · 88 clientsHybrid
    J.P. Morgan 34%Goldman Sachs 28%Banque Pictet & CIE SA 22%
    $1.6B
  12. 4132
    Ciccarelli Advisory Services IncNaples, FL · 3,553 clientsHybrid
    Schwab 64%SEI 36%
    $1.6B
  13. 4139
    Kavar Capital PartnersLeawood, KS · 457 clientsAffiliated broker-dealer
    Schwab 100%
    $1.6B
  14. 4144
    Thrive Wealth Management, LLCAudubon, PA · 870 clients
    Schwab 100%
    $1.6B
  15. 4146
    Petersen Hastings Wealth Advisors, Inc.Kennewick, WA · 1,309 clients
    LPL Financial 68%
    $1.6B
  16. 4152
    Brandywine Oak Private Wealth LLCKennett Square, PA · 507 clients
    Fidelity 100%
    $1.6B
  17. 4155
    Astra Wealth Management GroupPlano, TX · 964 clientsHybrid
    Fidelity 100%
    $1.6B
  18. 4158
    PER Stirling Capital Management, LLCAustin, TX · 1,101 clientsHybrid
    Fidelity 90%
    $1.6B
  19. 4159
    Invst, LLCIndianapolis, IN · 2,301 clientsHybrid
    Schwab 100%
    $1.6B
  20. 4160
    Evertern Wealth, LLCNaples, FL · 233 clientsHybrid
    Goldman Sachs 100%
    $1.6B
  21. 4161
    Abundance Wealth Counselors, LLCState College, PA · 511 clients
    Fidelity 100%
    $1.6B
  22. 4163
    LVM Capital Management LTDPortage, MI · 1,416 clients
    Schwab 100%
    $1.6B
  23. 4164
    MJP Wealth AdvisorsFarmington, CT · 906 clientsHybrid
    Schwab 100%
    $1.6B
  24. 4165
    Godsey & Gibb Wealth ManagementRichmond, VA · 831 clients
    Schwab 100%
    $1.6B
  25. 4166
    Sherman PortfoliosCoeur D'alene, ID · 6,652 clients
    No custodian reported
    $1.6B
  26. 4168
    Royal Fund Management, LLCLady Lake, FL · 4,966 clients
    Schwab 100%
    $1.6B
  27. 4171
    Burton Enright WelchWalnut Creek, CA · 652 clients
    Schwab 100%
    $1.6B
  28. 4172
    Roble, Belko and Company, Inc.Sewickley, PA · 248 clients
    Schwab 100%
    $1.6B
  29. 4174
    Pekin Hardy Strauss, Inc.Chicago, IL · 743 clients
    Pershing 79%
    $1.6B
  30. 4175
    Regatta Capital Group, LLCEl Segundo, CA · 1,165 clients
    Fidelity 100%
    $1.6B
  31. 4176
    ISC Financial AdvisorsAlbert Lea, MN · 1,318 clientsHybrid
    Schwab 100%
    $1.6B
  32. 4177
    Annandale Capital, LLCDallas, TX · 220 clients
    Schwab 100%
    $1.6B
  33. 4179
    CCM Investment Advisers, LLCColumbia, SC · 916 clients
    Schwab 79%
    $1.5B
  34. 4180
    Tritonpoint Wealth, LLCChevy Chase, MD · 347 clients
    Schwab 98%
    $1.5B
  35. 4181
    Heartwood Wealth Advisors, LLCRichmond, VA · 574 clientsHybrid
    No custodian reported
    $1.5B
  36. 4186
    Fiduciary Wealth Partners, LLCNewton Lower Falls, MA · 116 clients
    Fidelity 100%
    $1.5B
  37. 4188
    Activ8 Family Office LLCMcLean, VA · 387 clients
    Fidelity 100%
    $1.5B
  38. 4189
    Cutler Investment GroupJacksonville, OR · 1,074 clients
    Schwab 85%
    $1.5B
  39. 4191
    YCG, LLCAustin, TX · 264 clients
    Schwab 100%
    $1.5B
  40. 4192
    Planning Alternatives LTDBirmingham, MI · 693 clients
    Schwab 88%
    $1.5B