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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. 4290
    Sunesis Advisors, LLCOverland Park, KS · 15 clients
    Schwab 100%
    $1.5B
  2. 4291
    Spartan Wealth ManagementBingham Farms, MI · 1,176 clientsHybrid
    Schwab 100%
    $1.5B
  3. 4292
    Quantum Financial Advisors, LLCSanta Monica, CA · 451 clients
    Schwab 100%
    $1.5B
  4. 4295
    Apriem AdvisorsIrvine, CA · 1,071 clients
    Schwab 100%
    $1.5B
  5. 4298
    Compass Financial Group, IncSioux Falls, SD · 2,826 clientsWrap sponsor
    Schwab 100%
    $1.5B
  6. 4300
    Cullinan Associates, Inc.Louisville, KY · 632 clientsWrap sponsorHybridChurchill Financial, LLC
    UBS 64%
    $1.5B
  7. 4303
    TBH Global Asset Management, LLCBrentwood, TN · 1,054 clientsHybrid
    Fidelity 100%
    $1.5B
  8. 4304
    M1 AdvisoryChicago, IL · 11,400 clientsHybridM1 Finance LLC
    Apex Fintech 100%
    $1.5B
  9. 4306
    TSA Management IncGlen Head, NY · 2,566 clientsHybridHalliday Financial, LLC, clears through Pershing
    No custodian reported
    $1.5B
  10. 4310
    Sargent Investment GroupBethesda, MD · 407 clients
    Goldman Sachs 87%
    $1.5B
  11. 4313
    Eclectic Associates, Inc.Fullerton, CA · 1,222 clients
    Schwab 100%
    $1.5B
  12. 4315
    Serenus Wealth Advisors, LLCSanta Monica, CA · 141 clients
    Fidelity 100%
    $1.5B
  13. 4316
    HottingerLondon, United Kingdom · 234 clientsBank-affiliatedAffiliated broker-dealer
    Edmond De Rothschild (suisse) SA 43%Banque Julius Baer 38%
    $1.5B
  14. 4318
    HHM Wealth Advisors, LLCChattanooga, TN · 1,238 clients
    Schwab 100%
    $1.5B
  15. 4321
    Horan Wealth, LLCCincinnati, OH · 1,436 clientsHybrid
    Fidelity 56%Schwab 44%
    $1.5B
  16. 4323
    River Wealth Advisors LLCCamp Hill, PA · 900 clients
    Schwab 100%
    $1.5B
  17. 4327
    CJM Wealth Advisers, LTD.Falls Church, VA · 875 clientsWrap sponsor
    Pershing 100%
    $1.5B
  18. 4328
    Cypress Point Wealth Management, LLCDallas, TX · 177 clients
    Fidelity 81%
    $1.5B
  19. 4330
    Aerodigm Wealth LLCLake Oswego, OR · 256 clients
    Fidelity 57%Schwab 43%
    $1.5B
  20. 4331
    Activest Wealth Management, LLCAventura, FL · 530 clients
    Fidelity 53%Morgan Stanley 32%
    $1.5B
  21. 4334
    Martel Wealth Advisors, LLCVancouver, WA · 1,033 clients
    Schwab 81%
    $1.5B
  22. 4337
    Forge FinancialEdmond, OK · 4,683 clientsWrap sponsorHybrid
    LPL Financial 100%
    $1.5B
  23. 4340
    Redhawk Wealth Advisors, Inc.Minneapolis, MN · 3,205 clientsHybrid
    Schwab 100%
    $1.5B
  24. 4341
    Mediqus Asset Advisors, Inc.Chicago, IL · 831 clientsHybrid
    Schwab 100%
    $1.5B
  25. 4343
    Shade Tree Advisors LLCSaratoga Springs, NY · 34 clients
    Schwab 66%Fidelity 34%
    $1.5B
  26. 4345
    Alpine Private WealthSaint Louis, MO · 295 clients
    Schwab 100%
    $1.5B
  27. 4348
    Keating Financial Advisory ServicesManhattan, KS · 5,285 clientsWrap sponsorHybrid
    Raymond James 100%
    $1.5B
  28. 4351
    Cary Street Partners Asset ManagementRichmond, VA · 1,836 clientsWrap sponsorHybridCary Street Partners LLC
    Wells Fargo 71%Schwab 29%
    $1.4B
  29. 4352
    Valley Wealth Strategies, LLCLodi, CA · 4,055 clientsHybrid
    Schwab 66%
    $1.4B
  30. 4354
    Apollon Financial, LLCMount Pleasant, SC · 1,258 clientsHybrid
    LPL Financial 76%
    $1.4B
  31. 4361
    Private Capital ManagementNaples, FL · 461 clientsHybridCarnes Capital Corporation
    Fidelity 85%
    $1.4B
  32. 4365
    D'orazio Wealth AdvisorsVienna, VA · 291 clients
    Schwab 69%Fidelity 31%
    $1.4B
  33. 4366
    Campbell Newman Asset Management IncMilwaukee, WI · 1,475 clients
    Schwab 100%
    $1.4B
  34. 4367
    Fusion Family Wealth, LLCWoodbury, NY · 368 clients
    Fidelity 90%
    $1.4B
  35. 4368
    Spirepoint Private Client, LLCVero Beach, FL · 1,376 clientsWrap sponsorHybrid
    Goldman Sachs 78%
    $1.4B
  36. 4369
    MV Capital Management, Inc.Bethesda, MD · 516 clients
    Fidelity 88%
    $1.4B
  37. 4371
    Pinkerton Wealth PartnersCoeur D'alene, ID · 1,262 clientsHybrid
    Schwab 99%
    $1.4B
  38. 4372
    Isthmus Partners, LLCMadison, WI · 381 clientsWrap sponsor
    Schwab 96%
    $1.4B
  39. 4375
    Parkside Investments, LLCDeerfield, IL · 227 clients
    Fidelity 100%
    $1.4B
  40. 4380
    Bay Colony AdvisorsConcord, MA · 2,668 clients
    Fidelity 100%
    $1.4B