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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. 4825
    De Groote Financial Group, LLCThousand Oaks, CA · 377 clientsWrap sponsor
    Schwab 100%
    $1.2B
  2. 4826
    Wiss Private Client Advisors, LLCFlorham Park, NJ · 186 clients
    Fidelity 100%
    $1.2B
  3. 4829
    Fielder Capital Group LLCNashville, TN · 131 clients
    Fidelity 56%Schwab 44%
    $1.2B
  4. 4833
    ARQ Wealth Advisors, LLCScottsdale, AZ · 605 clients
    Schwab 100%
    $1.2B
  5. 4835
    Folger Nolan Fleming Douglas Capital Management, Inc.Washington, DC · 488 clientsHybridFolger Nolan Fleming Douglas Incorporated
    Pershing 100%
    $1.2B
  6. 4837
    Hamilton Point Investment Advisors, LLCChapel Hill, NC · 266 clients
    Fidelity 100%
    $1.2B
  7. 4841
    Schwerin Boyle Capital Management, IncSpringfield, MA · 153 clients
    Fidelity 34%Schwab 33%Wells Fargo 32%
    $1.2B
  8. 4842
    Chicago Oakbrook Financial GroupOak Brook, IL · 1,380 clients
    Raymond James 100%
    $1.2B
  9. 4843
    Van Cleef Asset Management IncBeachwood, OH · 226 clients
    Schwab 85%
    $1.2B
  10. 4846
    Childress Capital Advisors, LLCHouston, TX · 146 clients
    Fidelity 100%
    $1.2B
  11. 4849
    Arista Wealth Management, LLCLas Vegas, NV · 530 clients
    Fidelity 67%Schwab 33%
    $1.2B
  12. 4852
    Columbia Asset Management, L.L.C.Ann Arbor, MI · 431 clients
    Schwab 100%
    $1.2B
  13. 4855
    Autumn Lane Advisors, LLCHouston, TX · 73 clients
    Schwab 100%
    $1.2B
  14. 4858
    Cedar Mountain Advisors, LLCLake Oswego, OR · 890 clients
    Schwab 90%
    $1.2B
  15. 4861
    Baron Silver Stevens Financial Advisors, LLCBoca Raton, FL · 610 clientsWrap sponsorHybrid
    Pershing 100%
    $1.2B
  16. 4864
    Centura Wealth AdvisorySan Diego, CA · 588 clients
    Schwab 100%
    $1.2B
  17. 4865
    Richard Young AdvisorsAugusta, GA · 1,940 clients
    Schwab 100%
    $1.2B
  18. 4869
    Tobias Financial AdvisorsPlantation, FL · 383 clients
    Schwab 100%
    $1.2B
  19. 4875
    Moment Partners, LLCSan Francisco, CA · 435 clients
    Wells Fargo 100%
    $1.2B
  20. 4877
    Avier Wealth AdvisorsBellevue, WA · 583 clients
    Schwab 57%Fidelity 43%
    $1.2B
  21. 4878
    Aspire Growth Partners LLC958 clients
    Raymond James 100%
    $1.2B
  22. 4880
    Founders Financial Alliance, LLCRaleigh, NC · 2,412 clientsHybrid
    LPL Financial 64%
    $1.2B
  23. 4881
    Tvamp, LLCKnoxville, TN · 2,553 clientsHybrid
    LPL Financial 88%
    $1.2B
  24. 4883
    Sachem Hill LLCDenver, CO · 141 clients
    Schwab 81%
    $1.2B
  25. 4884
    Thepartners Wealth ManagementCarmel by the Sea, CA · 6,212 clientsWrap sponsorHybrid
    Schwab 87%
    $1.2B
  26. 4888
    TCP Asset Management, LLCUpper Arlington, OH · 2,221 clientsHybrid
    Schwab 86%
    $1.2B
  27. 4889
    Verus Financial PartnersRichmond, VA · 636 clients
    Schwab 100%
    $1.2B
  28. 4890
    Cooper/haims Advisors, LLCVictor, NY · 527 clientsBank-affiliatedHybridESL Investment Services, LLC, clears through LPL Financial
    Schwab 100%
    $1.2B
  29. 4892
    Sikich FinancialSpringfield, IL · 1,164 clientsHybridSikich Corporate Finance LLC
    Fidelity 100%
    $1.2B
  30. 4893
    Evergreen WealthSpringfield, IL · 679 clients
    Schwab 82%
    $1.2B
  31. 4894
    Crusonia Wealth Advisors LLCDenver, CO · 542 clients
    Schwab 100%
    $1.2B
  32. 4896
    Dinuzzo Private Wealth, Inc.Beaver, PA · 796 clientsHybrid
    Schwab 88%
    $1.2B
  33. 4899
    DeerfieldIndianapolis, IN · 331 clients
    Schwab 100%
    $1.2B
  34. 4900
    Signet Financial Management, LLCParsippany, NJ · 707 clients
    Schwab 100%
    $1.2B
  35. 4902
    Kearns and Associates, LLC46 clients
    Schwab 51%Northern Trust 49%
    $1.2B
  36. 4904
    Portland Global Advisors LLCPortland, ME · 304 clients
    Fidelity 100%
    $1.2B
  37. 4905
    Brand Asset Management Group, Inc.Chesterfield, MO · 355 clients
    Fidelity 51%Schwab 49%
    $1.2B
  38. 4907
    Wellington Shields Capital Management, LLCNew York, NY · 574 clientsHybridWellington Shields & Co., LLC
    Pershing 100%
    $1.2B
  39. 4910
    Cheviot Value Management, LLCBeverly Hills, CA · 619 clients
    Schwab 100%
    $1.2B
  40. 4911
    StraightlineTroy, MI · 2,365 clients
    Schwab 53%Fidelity 25%
    $1.2B