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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. 4638
    Madison PartnersMadison, WI · 2,077 clients
    Fidelity 89%
    $1.3B
  2. 4642
    Snowwater Investment Partners, LLC55 clientsHybrid
    J.P. Morgan 38%Citi 28%
    $1.3B
  3. 4645
    Synergy Asset Management, LLCVancouver, WA · 1,198 clients
    Schwab 100%
    $1.3B
  4. 4652
    Baldwin Investment Management, LLCWest Conshohocken, PA · 284 clients
    Schwab 100%
    $1.3B
  5. 4656
    Biondo Investment Advisors LLCMilford, PA · 1,138 clientsWrap sponsor
    Fidelity 100%
    $1.3B
  6. 4657
    Woodstock CorporationBoston, MA · 238 clients
    Fidelity 100%
    $1.3B
  7. 4658
    Meristead Wealth, LLCWestlake, TX · 996 clients
    Pershing 100%
    $1.3B
  8. 4660
    Triangle Wealth ManagementRaleigh, NC · 525 clients
    Schwab 100%
    $1.3B
  9. 4663
    Arbor Investment AdvisorsWinston Salem, NC · 478 clients
    Fidelity 100%
    $1.3B
  10. 4664
    Silicon Valley Capital Partners, L.P.San Jose, CA · 518 clients
    Fidelity 100%
    $1.3B
  11. 4670
    Canal Capital Management, LLCRichmond, VA · 417 clients
    Schwab 100%
    $1.3B
  12. 4672
    Ibex Wealth Advisors, LLCWest Palm Beach, FL · 892 clientsHybrid
    LPL Financial 100%
    $1.3B
  13. 4679
    Bigsur Partners, LLCMiami, FL · 80 clients
    J.P. Morgan 66%Schwab 34%
    $1.3B
  14. 4680
    Private Capital Advisors, Inc.Darien, CT · 270 clients
    Pershing 97%
    $1.3B
  15. 4681
    Connors Investor Services IncWyomissing, PA · 662 clients
    Schwab 71%Morgan Stanley 29%
    $1.3B
  16. 4684
    American Financial Advisors IncWinter Park, FL · 799 clients
    Schwab 100%
    $1.3B
  17. 4687
    Bourgeon Capital Management LLCDarien, CT · 315 clients
    Schwab 100%
    $1.3B
  18. 4691
    Capital Advantage, Inc.Walnut Creek, CA · 667 clients
    Schwab 86%
    $1.3B
  19. 4693
    Pettinga Financial Advisors, LLCEvansville, IN · 712 clientsAffiliated broker-dealer
    Schwab 87%
    $1.3B
  20. 4694
    Paul Winkler, Inc.Goodlettsville, TN · 2,459 clients
    Schwab 59%Axos 41%
    $1.3B
  21. 4698
    KEB Wealth AdvisorsSpringfield, IL · 696 clients
    Schwab 70%Fidelity 30%
    $1.3B
  22. 4700
    Armstrong, Fleming & Moore, Inc.Washington, DC · 551 clientsHybrid
    Fidelity 100%
    $1.3B
  23. 4703
    Financial Council, LLCTowson, MD · 649 clientsHybrid
    Fidelity 100%
    $1.3B
  24. 4704
    Arca Wealth, LLCPortsmouth, NH · 1,121 clients
    Schwab 55%Fidelity 45%
    $1.3B
  25. 4705
    Beacon Capital Management, LLCFranklin, TN · 2,098 clientsWrap sponsor
    Fidelity 100%
    $1.3B
  26. 4707
    Kristal.aiSingapore, Singapore · 16,986 clients
    No custodian reported
    $1.3B
  27. 4708
    Palisade Asset Management, LLCMinneapolis, MN · 118 clients
    Schwab 100%
    $1.3B
  28. 4710
    Fortitude Family OfficeScottsdale, AZ · 412 clients
    Schwab 100%
    $1.3B
  29. 4711
    Paul R. Ried Financial Group, LLCBellevue, WA · 1,060 clients
    Pershing 100%
    $1.3B
  30. 4713
    Lexaurum AdvisorsOverland Park, KS · 2,230 clientsHybrid
    Schwab 92%
    $1.3B
  31. 4715
    Managed Asset Portfolios, LLCRochester, MI · 1,663 clientsHybrid
    Schwab 100%
    $1.3B
  32. 4716
    Truenorth WealthSalt Lake City, UT · 975 clientsWrap sponsor
    SEI 100%
    $1.3B
  33. 4720
    Chemistry Wealth Management LLCNew York, NY · 558 clientsWrap sponsor
    Schwab 100%
    $1.3B
  34. 4723
    Andina AdvisorsLogan, UT · 711 clients
    Schwab 100%
    $1.3B
  35. 4725
    Absher Wealth Management, LLCChapel Hill, NC · 691 clientsWrap sponsor
    Wells Fargo 100%
    $1.3B
  36. 4729
    Montis Financial, LLCWaltham, MA · 580 clients
    Schwab 59%Fidelity 41%
    $1.3B
  37. 4730
    Professional Advisory Services IncVero Beach, FL · 622 clients
    BNY 100%
    $1.3B
  38. 4731
    Hohimer Wealth Management, LLCSeattle, WA · 579 clientsWrap sponsor
    Wells Fargo 78%
    $1.3B
  39. 4737
    Ullmann Wealth PartnersJacksonville Beach, FL · 531 clientsAffiliated broker-dealer
    Fidelity 100%
    $1.3B
  40. 4738
    Xypn SapphireBozeman, MT · 796 clients
    Schwab 100%
    $1.3B