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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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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. 4471
    Range Advisory, LLCMcLean, VA · 1,773 clientsAffiliated broker-dealerRange Investing, LLC
    Altruist 80%
    $1.4B
  2. 4475
    Journey Wealth ManagementCleveland, OH · 879 clients
    Fidelity 51%Schwab 49%
    $1.4B
  3. 4478
    Strategic Wealth Investment Group, LLCLouisville, KY · 3,900 clients
    Schwab 100%
    $1.4B
  4. 4479
    The Pinnacle Financial GroupRockville Centre, NY · 3,208 clientsHybrid
    LPL Financial 97%
    $1.4B
  5. 4481
    B.O.S.S. Retirement Advisors, LLCLehi, UT · 5,013 clients
    Schwab 89%
    $1.4B
  6. 4483
    Level Four Capital ManagementDallas, TX · 3,533 clientsWrap sponsorHybridCRI M&a Advisors, LLC, Level Four Financial, LLC
    Raymond James 76%
    $1.4B
  7. 4484
    Cascade Financial Partners, LLCSan Diego, CA · 283 clients
    Schwab 72%Fidelity 28%
    $1.4B
  8. 4485
    Shepherd Financial Partners, LLCWinchester, MA · 767 clientsWrap sponsorHybrid
    LPL Financial 100%
    $1.4B
  9. 4498
    LJI Wealth Management, LLCIndianapolis, IN · 1,573 clients
    Fidelity 84%
    $1.4B
  10. 4501
    The Planning Center, Inc.Moline, IL · 912 clients
    Schwab 50%Axos 50%
    $1.4B
  11. 4502
    Affiance Financial LLCSt. Louis Park, MN · 1,183 clientsHybrid
    Schwab 100%
    $1.4B
  12. 4504
    J. L. Bainbridge & Co., Inc.Sarasota, FL · 839 clients
    Schwab 100%
    $1.4B
  13. 4506
    Onyx Bridge Wealth Group LLCTarrytown, NY · 1,846 clientsWrap sponsorHybrid
    Schwab 100%
    $1.4B
  14. 4507
    The InstituteDenver, CO · 817 clientsHybrid
    Schwab 100%
    $1.4B
  15. 4508
    Black Diamond Financial, LLCLutherville, MD · 361 clients
    Schwab 100%
    $1.4B
  16. 4509
    Next Level Private LLCHarrison, NY · 841 clients
    Pershing 100%
    $1.4B
  17. 4512
    Meridian Wealth Partners, LLCEast Norriton, PA · 810 clientsBank-affiliated
    Schwab 85%
    $1.4B
  18. 4514
    DiaphanumMadrid, Spain · 28 clients
    UBS 34%Grupo Bursatil Mexicano - GBM 30%
    $1.4B
  19. 4517
    Hollow Brook Wealth Management LLCKatonah, NY · 603 clients
    Pershing 100%
    $1.4B
  20. 4518
    Oakridge Management Group LLCStamford, CT · 48 clients
    Fidelity 100%
    $1.4B
  21. 4520
    Capital Advisors, LTD., LLCShaker Heights, OH · 1,106 clientsHybrid
    Pershing 59%Schwab 41%
    $1.4B
  22. 4524
    Sheets Smith Wealth ManagementWinston Salem, NC · 423 clients
    Schwab 66%
    $1.4B
  23. 4525
    McIlrath & ECK, LLCArlington, WA · 1,287 clients
    Pershing 100%
    $1.4B
  24. 4526
    Bbva Global Wealth Advisors, Inc.Miami, FL · 792 clientsBank-affiliatedAffiliated broker-dealerBanco Bilbao Vizcaya Argentaria Uruguay SA, Bbva Securities Inc.
    Pershing 100%
    $1.4B
  25. 4527
    Penn Davis McFarland IncDallas, TX · 211 clients
    Schwab 50%Frost Bank 41%
    $1.4B
  26. 4528
    Kera Capital PartnersSan Jose, CA · 329 clients
    Schwab 50%Fidelity 50%
    $1.4B
  27. 4530
    One DAY in July LLCBurlington, VT · 1,381 clients
    Schwab 100%
    $1.4B
  28. 4534
    180 Wealth Advisors, LLCFederal Way, WA · 1,350 clientsWrap sponsor
    Fidelity 100%
    $1.4B
  29. 4540
    Cornerstone Capital, Inc.Palo Alto, CA · 150 clients
    Schwab 85%
    $1.4B
  30. 4541
    Sgroi Wealth Advisory Group LLCWest Seneca, NY · 7,676 clientsHybrid
    IPX 100%
    $1.4B
  31. 4543
    Symphony Financial, LTD. Co.Houston, TX · 2,850 clientsWrap sponsorHybrid
    LPL Financial 77%Schwab 23%
    $1.4B
  32. 4544
    Galvin, Gaustad & Stein, LLCScottsdale, AZ · 856 clientsWrap sponsor
    Fidelity 100%
    $1.4B
  33. 4546
    Total Investment Management, Inc.Scottsdale, AZ · 1,186 clientsAffiliated broker-dealerVision 4 Fund Distributors LLC
    Schwab 70%
    $1.4B
  34. 4548
    Barlow Wealth Partners, LLCLouisville, KY · 428 clientsWrap sponsor
    Fidelity 100%
    $1.4B
  35. 4551
    Capital Investment Counsel, LLCDenver, CO · 468 clients
    Schwab 100%
    $1.4B
  36. 4555
    Fifth Avenue Family OfficeNaples, FL · 9 clients
    J.P. Morgan 61%Schwab 31%
    $1.4B
  37. 4556
    Intellus Advisors, LLCNaples, FL · 1,029 clientsWrap sponsor
    Raymond James 100%
    $1.4B
  38. 4557
    Moisand Fitzgerald Tamayo, LLCOrlando, FL · 912 clients
    Schwab 100%
    $1.4B
  39. 4558
    Gibraltar Capital Management, Inc.Tulsa, OK · 529 clientsBank-affiliated
    Fidelity 73%Schwab 27%
    $1.3B
  40. 4564
    MSH Capital Advisors LLCScottsdale, AZ · 2,361 clientsHybridM. S. Howells & Co., clears through Pershing
    Schwab 100%
    $1.3B