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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. 4995
    Oak Harvest Investment ServicesHouston, TX · 978 clients
    Schwab 100%
    $1.1B
  2. 5004
    Provident Investment Management, Inc.Novi, MI · 318 clients
    Schwab 100%
    $1.1B
  3. 5013
    EllevestNew York, NY · 471 clientsPublic-company owned
    Schwab 100%
    $1.1B
  4. 5014
    The Kelly GroupBel Air, MD · 1,113 clients
    Fidelity 100%
    $1.1B
  5. 5016
    MG Financial LLCBraintree, MA · 137 clients
    Fidelity 67%J.P. Morgan 33%
    $1.1B
  6. 5019
    Meramec Financial Planners, LLCClayton, MO · 474 clients
    Schwab 100%
    $1.1B
  7. 5020
    Sharkey Howes & Javer IncDenver, CO · 886 clients
    Schwab 100%
    $1.1B
  8. 5021
    Aviance Capital Partners LLCNaples, FL · 372 clients
    Schwab 100%
    $1.1B
  9. 5022
    LVZ, Inc.Holland, MI · 2,473 clientsHybrid
    Fidelity 100%
    $1.1B
  10. 5024
    Insight Wealth PartnersPlano, TX · 959 clients
    Schwab 55%Fidelity 45%
    $1.1B
  11. 5026
    Kohmann Bosshard Financial Services, LLC.Akron, OH · 510 clients
    Schwab 100%
    $1.1B
  12. 5028
    CLG LLCLong Beach, CA · 1,448 clientsHybrid
    Fidelity 100%
    $1.1B
  13. 5029
    Vantage Wealth Management, LLCSan Mateo, CA · 639 clients
    SEI 100%
    $1.1B
  14. 5030
    Fiduciary Financial Group, LLCSan Rafael, CA · 415 clients
    Schwab 100%
    $1.1B
  15. 5031
    Cadinha & Co LLCHonolulu, HI · 639 clients
    Schwab 100%
    $1.1B
  16. 5035
    Blue Bell Private Wealth Management, LLCBlue Bell, PA · 811 clients
    Schwab 100%
    $1.1B
  17. 5036
    Overbrook Management CorporationNew York, NY · 123 clients
    Fidelity 80%
    $1.1B
  18. 5037
    Adamsbrown Wealth Consultants LLCWichita, KS · 1,943 clients
    Schwab 100%
    $1.1B
  19. 5039
    Wealthplan PartnersOmaha, NE · 1,711 clientsHybrid
    Schwab 100%
    $1.1B
  20. 5040
    Bluestem Wealth Partners, LLCMinnetonka, MN · 1,687 clients
    Schwab 100%
    $1.1B
  21. 5042
    Knightsbridge Wealth ManagementNewport Beach, CA · 546 clients
    Fidelity 78%
    $1.1B
  22. 5044
    Wilkins Investment Counsel, IncBoston, MA · 212 clients
    Fidelity 52%SEI 48%
    $1.1B
  23. 5046
    Founders Family OfficeMiami, FL · 8 clients
    J.P. Morgan 72%
    $1.1B
  24. 5047
    ASA Managed Account Managers LLCMinneapolis, MN · 227 clients
    Schwab 77%Cadence Bank 23%
    $1.1B
  25. 5048
    Schaefer Financial Management, Inc.Centennial, CO · 446 clients
    No custodian reported
    $1.1B
  26. 5049
    Lynx Investment Advisory, LLCWashington, DC · 236 clientsHybrid
    Schwab 52%Fidelity Distributors Company 48%
    $1.1B
  27. 5051
    Lighthouse Financial Advisors, Inc.Red Bank, NJ · 429 clients
    Fidelity 100%
    $1.1B
  28. 5052
    HTG Investment Advisors IncNew Canaan, CT · 377 clients
    Schwab 64%Fidelity 36%
    $1.1B
  29. 5055
    Capital Advisors Wealth ManagementYakima, WA · 1,051 clients
    Schwab 86%
    $1.1B
  30. 5057
    Arthur M. Cohen & Associates LLCNorthbrook, IL · 191 clients
    Pershing 99%
    $1.1B
  31. 5058
    Bearing Point CapitalRichfield, MN · 236 clients
    Raymond James 100%
    $1.1B
  32. 5063
    Dock Street Asset Management IncPalm Beach, FL · 178 clients
    Schwab 100%
    $1.1B
  33. 5066
    Heirloom Wealth Management LLCGreenwood Village, CO · 853 clients
    Schwab 100%
    $1.1B
  34. 5070
    Laurel Wealth Advisors, LLCCharlotte, NC · 547 clients
    Fidelity 89%
    $1.1B
  35. 5072
    Financial Advisors Network, Inc.Tustin, CA · 823 clientsWrap sponsor
    Schwab 100%
    $1.1B
  36. 5077
    Financial Advisory CorporationGrand Rapids, MI · 293 clients
    Schwab 100%
    $1.1B
  37. 5078
    Riverbend Capital Advisors, LLCChicago, IL · 239 clients
    Schwab 53%Fidelity 24%J.P. Morgan 23%
    $1.1B
  38. 5079
    Berkeley Capital Partners, LLCMilton, GA · 1,605 clientsHybrid
    Schwab 100%
    $1.1B
  39. 5081
    The Clarus GroupHouston, TX · 613 clients
    Fidelity 59%Raymond James 41%
    $1.1B
  40. 5082
    Integrity Advisory SolutionsDallas, TX · 2,428 clientsHybridIntegrity Alliance, LLC, Integrity Capital, LLC
    Schwab 83%
    $1.1B