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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. 5083
    Coppell Advisory Solutions LLCDallas, TX · 8,850 clientsHybrid
    Schwab 100%
    $1.1B
  2. 5084
    SB Advisory, LLCAtlanta, GA · 2,744 clientsHybridSAN Blas Securities LLC
    RBC 100%
    $1.1B
  3. 5086
    Minneapolis Portfolio Management Group, LLCWayzata, MN · 1,830 clients
    Schwab 100%
    $1.1B
  4. 5087
    Cohen CapitalChicago, IL · 1,478 clientsWrap sponsor
    Fidelity 100%
    $1.1B
  5. 5088
    Enclave Advisors, LLCAustin, TX · 75 clients
    Schwab 92%
    $1.1B
  6. 5092
    Bruni J V & CoColorado Springs, CO · 386 clients
    Schwab 100%
    $1.1B
  7. 5093
    Stage Harbor FinancialWestwood, MA · 348 clients
    Fidelity 100%
    $1.1B
  8. 5094
    The Pacific Center for Financial ServicesDanville, CA · 789 clients
    Schwab 100%
    $1.1B
  9. 5096
    Financial ConsulateHunt Valley, MD · 849 clients
    Schwab 95%
    $1.1B
  10. 5097
    Night Owl Capital Management, LLCGreenwich, CT · 219 clients
    Fidelity 65%
    $1.1B
  11. 5101
    PKS Advisory Services, LLCAlbany, NY · 4,892 clientsPublic-company ownedHybridCabot Lodge Securities LLC, PKS Securities, Inc., clears through RBC Capital Markets, Raymond James, National Financial Services (Fidelity)
    Fidelity 100%
    $1.1B
  12. 5102
    Tanara Wealth Management LLCLehi, UT · 390 clients
    Schwab 100%
    $1.1B
  13. 5104
    Holt Capital Partners, L.P.Fort Worth, TX · 142 clients
    Schwab 85%
    $1.1B
  14. 5106
    LFALugano - Ticino, Switzerland · 302 clients
    Banca Julius Baer Zurigo 63%
    $1.1B
  15. 5107
    The Joseph Group Capital ManagementColumbus, OH · 832 clients
    Schwab 100%
    $1.1B
  16. 5109
    Hunter Capital ManagementLombard, IL · 537 clientsWrap sponsor
    No custodian reported
    $1.1B
  17. 5112
    Financial ConceptsColumbus, MS · 2,537 clients
    Capital Bank and Trust 100%
    $1.1B
  18. 5113
    Wescap GroupGlendale, CA · 331 clients
    Schwab 100%
    $1.1B
  19. 5114
    Dixon Financial Services335 clients
    Schwab 100%
    $1.1B
  20. 5119
    Integrated Investment Consultants, LLCBloomfield Hills, MI · 285 clients
    Schwab 100%
    $1.1B
  21. 5122
    Lineweaver Wealth AdvisorsValley View, OH · 2,134 clientsHybrid
    Fidelity 100%
    $1.1B
  22. 5123
    King Wealth Management Group, LLCSaratoga Springs, NY · 719 clients
    Fidelity 100%
    $1.1B
  23. 5125
    Baseline Wealth Management LTD.Geneva, Switzerland · 261 clientsPublic-company owned
    Banque Pictet & CIE SA 46%UBS 32%
    $1.1B
  24. 5126
    McGowan Group Asset Management, Inc.Dallas, TX · 4,773 clientsWrap sponsor
    Pershing 100%
    $1.1B
  25. 5127
    Austin Wealth Management, LLCAustin, TX · 629 clientsHybrid
    Schwab 100%
    $1.1B
  26. 5128
    FPL Capital Management, LLCMetairie, LA · 324 clients
    Schwab 54%Fidelity Distributors Company 46%
    $1.1B
  27. 5129
    Nfsg CorporationBoca Raton, FL · 3,096 clientsWrap sponsorHybridNewbridge Securities Corporation, clears through Axos Clearing
    Axos 100%
    $1.1B
  28. 5131
    Sovereign Financial Group, Inc.Stamford, CT · 1,312 clientsHybrid
    Raymond James 84%
    $1.1B
  29. 5133
    TitanNew York, NY · 41,733 clientsWrap sponsorHybridTitan Global Technologies LLC, clears through Apex Clearing
    Apex Fintech 100%
    $1.1B
  30. 5135
    Corvus Wealth Advisors LLCTempleton, CA · 518 clients
    Schwab 82%
    $1.1B
  31. 5138
    Trebuchet Consulting, LLCPittsburgh, PA · 414 clients
    Fidelity 100%
    $1.1B
  32. 5141
    Summit Asset Management LLCMemphis, TN · 532 clients
    Schwab 100%
    $1.1B
  33. 5142
    Goldstein Advisors, LLCMadison, WI · 1,070 clientsHybridKestra Investment Services, LLC
    Schwab 100%
    $1.1B
  34. 5145
    Concentus Wealth AdvisorsNewtown Square, PA · 344 clientsHybrid
    Schwab 100%
    $1.1B
  35. 5147
    Horizon Wealth ManagementLa Grange, IL · 1,306 clientsWrap sponsorHybrid
    LPL Financial 100%
    $1.1B
  36. 5149
    Basecamp Wealth Advisors, LLCBellevue, WA · 80 clients
    Fidelity 100%
    $1.1B
  37. 5150
    Sterling Investment Advisors LTD.Berwyn, PA · 442 clientsHybrid
    Schwab 100%
    $1.1B
  38. 5152
    Fulcrum Capital, LLCSeattle, WA · 329 clients
    Schwab 100%
    $1.1B
  39. 5153
    AMB Wealth, LLCThomasville, GA · 920 clientsHybridAllen, Mooney & Barnes Brokerage Services, LLC
    Wells Fargo 100%
    $1.1B
  40. 5155
    Elwood & GoetzAthens, GA · 686 clients
    Schwab 100%
    $1.1B