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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. 4914
    Allegiant Wealth Advisors, LLCTulsa, OK · 34 clients
    Fidelity 100%
    $1.2B
  2. 4916
    Wpwealth LLPFort Worth, TX · 512 clients
    Schwab 100%
    $1.2B
  3. 4918
    Woodard & Co Asset Management Group IncBermuda Run, NC · 1,832 clientsWrap sponsor
    Fidelity Distributors Company 100%
    $1.2B
  4. 4919
    Oarsman Capital, IncMilwaukee, WI · 676 clients
    Schwab 100%
    $1.2B
  5. 4920
    Financial PerspectivesMinneapolis, MN · 737 clientsHybrid
    Fidelity 100%
    $1.2B
  6. 4923
    Baxter Investment ManagementRiverside, CT · 446 clients
    Schwab 100%
    $1.2B
  7. 4926
    W.A. Smith Financial GroupSandusky, OH · 1,669 clients
    Fidelity 100%
    $1.2B
  8. 4927
    Manhattan West Asset Management, LLCLos Angeles, CA · 383 clientsWrap sponsorHybrid
    Schwab 79%
    $1.2B
  9. 4929
    L & S Advisors, IncLos Angeles, CA · 1,093 clients
    Schwab 53%Wells Fargo 25%
    $1.2B
  10. 4930
    Ameliora Wealth Management LTD.Zurich, Switzerland · 250 clients
    Union Bancaire Privee, UBP SA 48%Bank Vontobel AG 34%
    $1.2B
  11. 4933
    Fortis Capital Management LLCBellevue, WA · 688 clients
    Fidelity 61%Schwab 27%
    $1.2B
  12. 4934
    Reagan Companies Asset Management, IncSyracuse, NY · 780 clients
    Schwab 78%Hand Benefits & Trust 22%
    $1.2B
  13. 4941
    NTV Asset Management, LLCCharleston, WV · 376 clients
    Schwab 100%
    $1.2B
  14. 4942
    Lake StreetChicago, IL · 613 clientsHybrid
    Raymond James 66%Schwab 34%
    $1.2B
  15. 4943
    Academy Capital ManagementWaco, TX · 996 clients
    Schwab 81%
    $1.2B
  16. 4945
    Frazier Financial Advisors, LLCColumbus, OH · 733 clientsHybrid
    Schwab 59%Fidelity 41%
    $1.2B
  17. 4950
    Alaska Wealth AdvisorsAnchorage, AK · 672 clients
    Schwab 100%
    $1.2B
  18. 4951
    Kerberrose Wealth Management, LLCShawano, WI · 1,785 clientsHybrid
    Schwab 54%
    $1.2B
  19. 4952
    Jacobs & Company, LLCSan Francisco, CA · 259 clients
    Schwab 100%
    $1.2B
  20. 4953
    Third View Private WealthWestport, CT · 324 clientsHybrid
    Schwab 85%
    $1.2B
  21. 4954
    Arkos Global Advisors, LLCHouston, TX · 444 clients
    Schwab 100%
    $1.2B
  22. 4955
    Toth Financial Advisory CorpLeesburg, VA · 655 clients
    Schwab 100%
    $1.2B
  23. 4956
    Verity Asset ManagementDurham, NC · 5,838 clientsHybridCorecap Investments, LLC, The Leaders Group, Inc.
    Axos 46%Fidelity 31%TIAA 23%
    $1.2B
  24. 4957
    Corevision Financial GroupShelbyville, IN · 1,310 clientsHybrid
    LPL Financial 100%
    $1.2B
  25. 4959
    Canopy Wealth ManagementMiddleton, WI · 601 clients
    Schwab 100%
    $1.2B
  26. 4960
    Longview Wealth ManagementAtlanta, GA · 1,185 clientsWrap sponsorHybrid
    Schwab 82%
    $1.2B
  27. 4961
    Kelleher Financial Advisors, LLCNew York, NY · 284 clientsHybridWall Street Access, clears through Pershing
    Fidelity 49%Pershing 44%
    $1.2B
  28. 4962
    Korhorn Financial GroupGranger, IN · 2,339 clientsHybrid
    Fidelity 100%
    $1.2B
  29. 4967
    Ab2 Capital Partners LLCHollywood, FL
    Citi 51%J.P. Morgan 31%
    $1.1B
  30. 4970
    Atlas Capital Advisors Inc.San Francisco, CA · 157 clients
    Schwab 85%
    $1.1B
  31. 4973
    Accel Wealth ManagementWaverly, IA · 1,381 clientsHybrid
    Schwab 72%Principal Securities 28%
    $1.1B
  32. 4976
    Financial Partners Group, Inc.Overland Park, KS · 1,218 clientsHybrid
    Fidelity 100%
    $1.1B
  33. 4978
    ETZ Advisory LLC3 clients
    No custodian reported
    $1.1B
  34. 4985
    Elgethun Capital ManagementSioux Falls, SD · 303 clients
    Schwab 100%
    $1.1B
  35. 4986
    Fi3 Financial Advisors, LLCIndianapolis, IN · 258 clients
    Schwab 60%Fidelity 40%
    $1.1B
  36. 4988
    Waterfront Wealth Inc.Overland Park, KS · 792 clients
    Wells Fargo 100%
    $1.1B
  37. 4989
    Foundation Resource Management, Inc.Little Rock, AR · 250 clients
    Schwab 81%
    $1.1B
  38. 4990
    Guardian Wealth Strategies, LLCMinneapols, MN · 1,273 clients
    Schwab 87%
    $1.1B
  39. 4991
    Capital Wealth Management, LLCWest Warwick, RI · 655 clientsHybrid
    Schwab 86%
    $1.1B
  40. 4992
    Ignite Planners LLCSan Clemente, CA · 4,610 clientsHybrid
    Schwab 97%
    $1.1B