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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. 4739
    J.J. Burns & CompanyMelville, NY · 627 clients
    Schwab 100%
    $1.3B
  2. 4742
    One Wealth Advisors, LLCSan Francisco, CA · 434 clients
    Fidelity 100%
    $1.3B
  3. 4743
    Brookwood Investment GroupPhoenix, AZ · 3,506 clients
    Schwab 100%
    $1.3B
  4. 4745
    JAY A. Fishman, LTDTroy, MI · 537 clients
    Schwab 100%
    $1.3B
  5. 4747
    O'hagan Group, Inc.Bethlehem, PA · 900 clientsHybrid
    Schwab 100%
    $1.2B
  6. 4754
    TD Capital Management LLCMemphis, TN · 451 clients
    Fidelity 100%
    $1.2B
  7. 4755
    Gilman Hill Asset Management, LLCNew Canaan, CT · 299 clients
    Fidelity 46%State Street 28%Schwab 25%
    $1.2B
  8. 4756
    Northwest Financial Advisors LLCHerndon, VA · 1,915 clientsBank-affiliatedHybridNorthwest Financial Group LLC
    LPL Financial 100%
    $1.2B
  9. 4758
    Miller Tabak Asset ManagementMatawan, NJ · 936 clients
    No custodian reported
    $1.2B
  10. 4759
    Prometheus Wealth Management SAMMonaco, Monaco · 149 clients
    UBS 39%Edmond De Rothschild 33%Julius Baer 28%
    $1.2B
  11. 4761
    KPP Advisory Services LLCLouisville, KY · 3,995 clientsHybrid
    LPL Financial 100%
    $1.2B
  12. 4766
    Sivia Capital Partners, LLCMill Valley, CA · 55 clients
    Fidelity 81%
    $1.2B
  13. 4769
    Opal Wealth Advisors, LLCJericho, NY · 745 clientsHybrid
    Schwab 100%
    $1.2B
  14. 4771
    Arlington Financial Advisors, LLCSanta Barbara, CA · 631 clients
    Schwab 100%
    $1.2B
  15. 4775
    Wealth Dimensions Group, LTD.Cincinnati, OH · 769 clients
    Fidelity 100%
    $1.2B
  16. 4776
    Great Waters FinancialShoreview, MN · 1,627 clients
    Schwab 100%
    $1.2B
  17. 4778
    KWB WealthRedlands, CA · 1,971 clientsHybrid
    LPL Financial 100%
    $1.2B
  18. 4779
    M Financial Asset Management, Inc.Portland, OR · 1,021 clientsHybridM Financial Securities Marketing, Inc., M Holdings Securities, Inc.
    Fidelity 89%
    $1.2B
  19. 4780
    Middleton & Company Inc.Boston, MA · 368 clients
    State Street 61%Fidelity 22%
    $1.2B
  20. 4781
    Aspire Capital Advisors LLCSeattle, WA · 2,123 clientsHybrid
    Schwab 100%
    $1.2B
  21. 4782
    Graves Light LenhartHarrisonburg, VA · 438 clients
    Schwab 100%
    $1.2B
  22. 4783
    Three Seasons WealthSalt Lake City, UT · 390 clients
    Schwab 80%
    $1.2B
  23. 4784
    Keen Wealth AdvisorsOverland Park, KS · 1,018 clientsWrap sponsorHybrid
    Schwab 100%
    $1.2B
  24. 4789
    Henry H. Armstrong Associates, Inc.Pittsburgh, PA · 141 clients
    Fidelity 54%Schwab 46%
    $1.2B
  25. 4790
    Sc&h WealthHunt Valley, MD · 676 clientsAffiliated broker-dealerSc&h Capital Corporation
    Fidelity 100%
    $1.2B
  26. 4791
    HCM Wealth AdvisorsCincinnati, OH · 850 clients
    Schwab 100%
    $1.2B
  27. 4793
    Sharpe Advisors, LLCNew York, NY
    No custodian reported
    $1.2B
  28. 4794
    Platform Technology PartnersLocust Valley, NY · 887 clientsHybrid
    Pershing 100%
    $1.2B
  29. 4795
    Legacy Edge AdvisorsSyosset, NY · 532 clientsWrap sponsor
    Schwab 100%
    $1.2B
  30. 4796
    Prudent Management AssociatesPhiladelphia, PA · 231 clients
    Fidelity 100%
    $1.2B
  31. 4797
    Vision Capital Management IncPortland, OR · 1,800 clients
    Schwab 70%Fidelity 30%
    $1.2B
  32. 4799
    Berkshire Money Management, Inc.Dalton, MA · 903 clients
    Schwab 100%
    $1.2B
  33. 4807
    Insight Wealth Strategies, LLCSan Ramon, CA · 585 clients
    Fidelity 100%
    $1.2B
  34. 4809
    Premier Path Wealth Partners, LLCMadison, NJ · 463 clients
    Fidelity 100%
    $1.2B
  35. 4810
    Parkway Wealth Management Group, LLCPlano, TX · 1,342 clientsWrap sponsorHybrid
    Raymond James 100%
    $1.2B
  36. 4814
    Element Pointe Family OfficeMiami, FL · 54 clients
    Fidelity 92%
    $1.2B
  37. 4819
    Cabot Wealth ManagementBeverly, MA · 650 clients
    Schwab 100%
    $1.2B
  38. 4820
    Parthenon LLCLouisville, KY · 243 clients
    Schwab 100%
    $1.2B
  39. 4822
    Investment Advisory Group LLCSarasota, FL · 1,542 clientsHybrid
    Fidelity 100%
    $1.2B
  40. 4823
    Seasons of Advice Wealth ManagementNew York, NY · 891 clientsWrap sponsorAffiliated broker-dealer
    Schwab 100%
    $1.2B