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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. 4383
    JGP Wealth Management, LLCBend, OR · 803 clients
    Fidelity 100%
    $1.4B
  2. 4384
    Portside Wealth Group, LLCProvo, UT · 6,475 clientsHybrid
    Schwab 100%
    $1.4B
  3. 4386
    Sanderson Wealth Management, LLCBuffalo, NY · 325 clients
    Fidelity 100%
    $1.4B
  4. 4391
    Anderson Hoagland & CoSt Louis, MO · 150 clients
    Schwab 53%Merrill / Bank of America 29%
    $1.4B
  5. 4392
    True Private Wealth Advisors, LLCSalem, OR · 1,592 clients
    Fidelity 100%
    $1.4B
  6. 4394
    United Advisor GroupCincinnati, OH · 6,600 clientsHybrid
    SEI 43%Schwab 41%
    $1.4B
  7. 4401
    Ironsides Asset Advisors, LLCRocky Mount, NC · 39 clients
    Schwab 100%
    $1.4B
  8. 4402
    MBL AdvisorsCharlotte, NC · 270 clientsHybrid
    Schwab 100%
    $1.4B
  9. 4403
    Principal Advised ServicesDes Moines, IA · 23,164 clientsBank-affiliatedHybridPrincipal Funds Distributor, Inc., Principal Securities, Inc.
    Apex Fintech 100%
    $1.4B
  10. 4406
    Revolve Wealth Partners, LLCHackensack, NJ · 698 clients
    Schwab 100%
    $1.4B
  11. 4409
    Fourstar Wealth Advisors, LLCChicago, IL · 1,798 clientsHybrid
    Schwab 84%
    $1.4B
  12. 4414
    Antolino Wealth AdvisorsColumbus, OH · 968 clientsHybrid
    Schwab 100%
    $1.4B
  13. 4416
    V-Square Quantitative ManagementChicago, IL · 49 clients
    Northern Trust 37%BNY 26%
    $1.4B
  14. 4417
    Wingate Wealth Advisors, Inc.Lexington, MA · 649 clients
    Schwab 100%
    $1.4B
  15. 4420
    Blueprint Financial AdvisorsCharlotte, NC · 2,330 clientsHybridMaplewood Investments, Inc.
    Schwab 100%
    $1.4B
  16. 4428
    Smith Group Asset Management, LLCDallas, TX · 2,320 clientsWrap sponsorHybridCantor Fitzgerald & Co.
    UMB Financial Services 53%UBS 47%
    $1.4B
  17. 4430
    Souders Financial Advisors, LLCCincinnati, OH · 1,351 clientsHybrid
    Schwab 100%
    $1.4B
  18. 4431
    Greene Wealth Management, LLCSeattle, WA · 398 clients
    Schwab 100%
    $1.4B
  19. 4432
    Claro Advisors Inc.Boston, MA · 1,123 clients
    Fidelity 80%
    $1.4B
  20. 4433
    Seven Springs Wealth GroupBrentwood, TN · 400 clients
    Fidelity 83%
    $1.4B
  21. 4437
    Ellsworth Advisors, LLCHudson, OH · 860 clientsWrap sponsor
    Schwab 100%
    $1.4B
  22. 4439
    Greenline PartnersNew York, NY · 59 clients
    J.P. Morgan 48%Schwab 41%
    $1.4B
  23. 4441
    MSA FinancialBraintree, MA · 1,338 clients
    Fidelity 100%
    $1.4B
  24. 4445
    49 FinancialAustin, TX · 3,839 clientsHybrid
    Schwab 100%
    $1.4B
  25. 4446
    Schroder Wealth Management (US) LimitedLondon, United Kingdom · 272 clientsBank-affiliated
    Royal Bank of Canada (channel Islands) Limited 87%
    $1.4B
  26. 4448
    Howard Financial Services, LTD.Dallas, TX · 446 clients
    Schwab 100%
    $1.4B
  27. 4449
    Silicon Valley Retirement Services, LLCSan Jose, CA · 50 clients
    No custodian reported
    $1.4B
  28. 4450
    Alterna Wealth Management, Inc.Houston, TX · 1,316 clientsHybridAlterna Securities, Inc.
    Pershing 100%
    $1.4B
  29. 4451
    Werba Rubin Papier Wealth Management, LLCSan Jose, CA · 677 clients
    Schwab 87%
    $1.4B
  30. 4453
    Verity Investment PartnersBeaufort, SC · 472 clients
    Schwab 100%
    $1.4B
  31. 4454
    Laurel Oak Wealth Management, LLCMarlton, NJ · 4,662 clientsWrap sponsorHybrid
    Goldman Sachs 100%
    $1.4B
  32. 4455
    Asset AdvisorsAugusta, GA · 476 clientsAffiliated broker-dealer
    Schwab 100%
    $1.4B
  33. 4457
    Acorn Financial Advisory Services, Inc.Reston, VA · 2,619 clientsHybrid
    Schwab 100%
    $1.4B
  34. 4459
    St. Denis J. Villere & Co., LLCNew Orleans, LA · 381 clients
    Schwab 100%
    $1.4B
  35. 4460
    Matrix Asset Advisors IncWhite Plains, NY · 650 clients
    Schwab 100%
    $1.4B
  36. 4464
    Marietta Wealth Management, LLCMarietta, GA · 474 clients
    Schwab 81%
    $1.4B
  37. 4465
    Inspirion Wealth Advisors, LLCLibertyville, IL · 955 clientsWrap sponsorHybrid
    Schwab 100%
    $1.4B
  38. 4466
    Ironview Capital Management, LLCConshohocken, PA · 445 clients
    Schwab 77%Fidelity 23%
    $1.4B
  39. 4468
    Syntegra Private Wealth Group LLCChesterfield, MO · 2,125 clientsHybrid
    Schwab 100%
    $1.4B
  40. 4470
    Elyxium Wealth LLCBeverly Hills, CA · 56 clients
    Northern Trust 40%Fidelity 39%
    $1.4B