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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. 797
    Jordan Park Group LLCSAN Francisco, CA · 229 clientsHybridJP Portsmouth Capital LLC
    Fidelity 63%Schwab 37%
    $23B
  2. 800
    Johnson Investment Counsel, Inc.Cincinnati, OH · 5,470 clientsHybrid
    Schwab 80%
    $23B
  3. 810
    SeiaLOS Angeles, CA · 9,833 clientsHybridSignature Estate Securities, LLC
    Schwab 73%Fidelity 27%
    $23B
  4. 828
    Ehrenkranz Partners L.P.New York, NY · 204 clients
    Pershing 93%
    $22B
  5. 834
    Oppenheimer Asset ManagementNew York, NY · 43,537 clientsPublic-company ownedHybridOppenheimer & Co. Inc., Oppenheimer Europe LTD
    Oppenheimer & Co. 100%
    $21B
  6. 850
    Baker Street Advisors, LLCSAN Francisco, CA · 538 clientsPublic-company ownedAffiliated broker-dealer
    Schwab 54%Fidelity 46%
    $21B
  7. 857
    Offit CapitalNew York, NY · 378 clients
    Schwab 100%
    $21B
  8. 874
    Summit Trail Advisors, LLCNew York, NY · 742 clientsHybridSummit Trail Securities, LLC
    Pershing 55%Schwab 25%
    $20B
  9. 875
    New Edge WealthStamford, CT · 3,692 clientsWrap sponsorHybridMID Atlantic Clearing & Settlement Corporation, Newedge Securities, LLC
    Fidelity 85%
    $20B
  10. 877
    RWA Wealth PartnersBoston, MA · 6,027 clients
    Fidelity 81%
    $20B
  11. 878
    O'shaughnessy Asset Management, LLCStamford, CT · 11,156 clientsPublic-company owned
    No custodian reported
    $20B
  12. 891
    Choreo, LLCRockford, IL · 6,891 clientsHybrid
    Schwab 86%
    $19B
  13. 894
    Burgundy Asset Management LTD.Toronto, Ontario, Canada · 3,334 clientsBank-affiliatedAffiliated broker-dealerBMO Capital Markets Corp.
    RBC 77%Northern Trust 23%
    $19B
  14. 903
    Brighton Jones LLCSeattle, WA · 3,661 clients
    Fidelity 100%
    $19B
  15. 907
    Transamerica Retirement Advisors, LLCCedar Rapids, IA · 212,722 clientsPublic-company ownedHybridTransamerica Capital, LLC, Transamerica Financial Advisors, LLC
    State Street 48%American Trust Custody 26%Pershing 26%
    $19B
  16. 911
    Stratos Wealth Partners, LTDBeachwood, OH · 25,391 clientsBank-affiliatedHybridSEI Investments (south Africa) Limited, SEI Investments Distribution Co.
    LPL Financial 76%Fidelity 24%
    $19B
  17. 916
    Comprehensive Financial Management LLCLOS Gatos, CA · 30 clients
    Northern Trust 100%
    $19B
  18. 934
    Aspiriant, LLCLOS Angeles, CA · 2,357 clients
    Schwab 100%
    $18B
  19. 944
    WE Family OfficesCoral Gables, FL · 112 clients
    No custodian reported
    $18B
  20. 949
    Modera Wealth Management, LLCWestwood, NJ · 6,308 clients
    Schwab 77%Fidelity 23%
    $18B
  21. 952
    Geowealth Management LLCChicago, IL · 51,018 clients
    Schwab 73%Fidelity 27%
    $18B
  22. 959
    Envestnet Portfolio Solutions, Inc.Berwyn, PA · 60,663 clientsWrap sponsorHybridEnvestnet Securities, Inc., Fidx Markets LLC
    U.S. Bancorp Investments 89%
    $17B
  23. 963
    Capital Wealth Planning, LLCNaples, FL · 12,580 clientsWrap sponsor
    Raymond James 100%
    $17B
  24. 964
    Independent Advisor Alliance, LLCCharlotte, NC · 45,002 clientsWrap sponsorHybrid
    LPL Financial 100%
    $17B
  25. 971
    Mission Wealth Management, LPSanta Barbara, CA · 5,341 clients
    Fidelity 62%Schwab 38%
    $17B
  26. 973
    Allen Investment Management, LLCNew York, NY · 144 clientsAffiliated broker-dealerAllen & Company LLC, clears through Pershing
    Fidelity 37%Schwab 27%
    $17B
  27. 977
    Nationwide Investment Advisors, LLCColumbus, OH · 251,223 clientsBank-affiliatedHybridNationwide Fund Distributors LLC, Nationwide Investment Services Corporation
    Nationwide Trust Company, FSB 72%Nationwide Life Insurance 28%
    $17B
  28. 982
    Citizens Private WealthTarrytown, NY · 2,567 clientsBank-affiliatedHybridCitizens JMP Securities, LLC, Citizens Securities, Inc.
    Fidelity 54%Schwab 46%
    $17B
  29. 995
    Independent Financial PartnersTampa, FL · 54,154 clientsHybridIFP Securities, LLC, clears through Pershing
    Fidelity 34%Schwab 30%
    $16B
  30. 1006
    FartherSAN Francisco, CA · 14,965 clientsWrap sponsorAffiliated broker-dealerFarther Securities, LLC
    Schwab 61%Fidelity 39%
    $16B
  31. 1011
    Mycio Wealth Partners, LLCPhiladelphia, PA · 943 clientsPublic-company ownedAffiliated broker-dealer
    Schwab 100%
    $16B
  32. 1015
    Concurrent Investment Advisors, LLCTampa, FL · 13,277 clientsWrap sponsorHybrid
    Fidelity 74%
    $16B
  33. 1026
    Evercore Wealth Management, LLCNew York, NY · 791 clientsBank-affiliatedAffiliated broker-dealerEvercore Group L.L.C.
    Evercore Trust Company 89%
    $16B
  34. 1027
    Osaic Advisory Services, LLCAtlanta, GA · 29,898 clientsHybridLadenburg Thalmann & Co. Inc., Osaic Institutions, Inc.
    Schwab 70%Fidelity 30%
    $15B
  35. 1034
    Ballentine PartnersWaltham, MA · 353 clients
    Fidelity 100%
    $15B
  36. 1038
    CW Advisors, LLCBoston, MA · 6,542 clientsAffiliated broker-dealerLadenburg Thalmann & Co. Inc., Osaic Services, Inc.
    Fidelity 54%Schwab 46%
    $15B
  37. 1042
    Onepoint BFG Wealth PartnersParsippany, NJ · 8,647 clientsWrap sponsorHybrid
    Schwab 72%LPL Financial 28%
    $15B
  38. 1043
    CV Advisors LLCAventura, FL · 159 clients
    J.P. Morgan 63%Morgan Stanley 37%
    $15B
  39. 1060
    Freestone Capital Management, LLCSeattle, WA · 2,994 clients
    Schwab 100%
    $15B
  40. 1079
    Aptus Capital Advisors, LLCFairhope, AL · 12,707 clients
    Schwab 73%Fidelity 27%
    $14B