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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. 5156
    Mattern Capital Management, LLCLakewood, CO · 436 clients
    Schwab 100%
    $1.1B
  2. 5157
    American Investment Services IncGreat Barrington, MA · 378 clients
    Schwab 100%
    $1.1B
  3. 5158
    Spinnaker Investment Group, LLCNewport Beach, CA · 1,025 clients
    Schwab 100%
    $1.1B
  4. 5161
    Providence Capital Advisors, LLCCharlotte, NC · 429 clients
    Fidelity 100%
    $1.1B
  5. 5162
    Occidental Asset Management, LLCBurlingame, CA · 908 clients
    Schwab 100%
    $1.1B
  6. 5164
    Hendershot Investments, Inc.526 clients
    Schwab 100%
    $1.1B
  7. 5166
    Balboa Wealth Partners, Inc.Scottsdale, AZ · 1,127 clientsHybrid
    Schwab 100%
    $1.1B
  8. 5167
    Foguth Wealth Management, LLC.Brighton, MI · 2,690 clients
    Schwab 100%
    $1.1B
  9. 5168
    Concord Wealth PartnersAbingdon, VA · 1,274 clientsHybrid
    Schwab 73%Fidelity 27%
    $1.1B
  10. 5169
    Jackson Wealth Management, LLCLake Mary, FL · 900 clientsHybrid
    Schwab 100%
    $1.1B
  11. 5171
    Yeske Buie Inc.Vienna, VA · 469 clients
    Schwab 100%
    $1.1B
  12. 5172
    Parr McKnight Wealth Management GroupMinneapolis, MN · 613 clients
    TradePMR / Robinhood 100%
    $1.1B
  13. 5174
    St. Clair Advisors, LLCMayfield Heights, OH · 133 clients
    Schwab 100%
    $1.1B
  14. 5176
    Marquette Wealth ManagementMinnetonka, MN · 229 clients
    Schwab 100%
    $1.1B
  15. 5177
    RMC Investment AdvisorsWest Hartford, CT · 383 clients
    Fidelity Distributors Company 59%Fifth Third Bank 25%
    $1.1B
  16. 5179
    The Raelipskie PartnershipWaterloo, Canada · 1,008 clientsBank-affiliated
    Nbin 100%
    $1.1B
  17. 5184
    Gibbs Wealth Management, LLCAlpharetta, GA · 5,356 clients
    Schwab 100%
    $1.1B
  18. 5187
    Isto Advisors, LLCTroy, MI · 404 clients
    Schwab 100%
    $1.1B
  19. 5188
    Uptick Partners, LLCNacogdoches, TX · 1,139 clients
    Pershing 47%Schwab 40%
    $1.1B
  20. 5190
    Schnieders Capital Management, LLC.Pasadena, CA · 481 clients
    Pershing 65%Merrill / Bank of America 22%
    $1.1B
  21. 5191
    Vestia Personal Wealth AdvisorsFort Wayne, IN · 3,987 clientsHybrid
    Fidelity 63%Schwab 37%
    $1.1B
  22. 5193
    McGuire Wealth ManagementWakefield, RI · 314 clientsWrap sponsor
    Wells Fargo 100%
    $1.1B
  23. 5194
    Hanson & Doremus Investment ManagementBurlington, VT · 622 clients
    Schwab 100%
    $1.1B
  24. 5196
    Talon LLCSan Juan, PR · 1,921 clients
    Fidelity Distributors Company 67%Schwab 29%
    $1.1B
  25. 5197
    Evelyn Partners Asset Management LimitedLondon, United Kingdom · 466 clientsBank-affiliatedAffiliated broker-dealerEvelyn Partners Investment Management Services Limited, Evelyn Partners Investment Services Limited
    Pershing 68%Northern Trust 24%
    $1.1B
  26. 5199
    Fourpath Capital Management, LLCOklahoma City, OK · 821 clientsWrap sponsor
    Wells Fargo 100%
    $1.1B
  27. 5200
    Clearview Financial PartnersRadnor, PA · 669 clientsHybrid
    LPL Financial 58%Schwab 42%
    $1.1B
  28. 5202
    Brio Financial GroupSan Francisco, CA · 804 clientsWrap sponsor
    Schwab 100%
    $1.1B
  29. 5205
    Worthpointe626 clients
    Schwab 100%
    $1.1B
  30. 5207
    Sequent Asset Management, LLCHouston, TX · 335 clients
    Fidelity 100%
    $1.1B
  31. 5208
    Form Wealth Advisors, LLCLake Geneva, WI · 794 clients
    Raymond James 100%
    $1.1B
  32. 5209
    Stepp & Rothwell IncOverland Park, KS · 340 clients
    Schwab 100%
    $1.1B
  33. 5210
    Armbruster Capital Management, Inc.Pittsford, NY · 524 clients
    Schwab 100%
    $1.1B
  34. 5211
    Griffin Asset Management, LLCNew York, NY · 689 clients
    Fidelity 47%Pershing 30%UBS 24%
    $1.1B
  35. 5216
    DGS Capital ManagementJersey City, NJ · 400 clients
    Schwab 100%
    $1.1B
  36. 5218
    Goldstone Financial Group, LLCOakbrook Terrace, IL · 1,675 clients
    Schwab 100%
    $1.1B
  37. 5222
    GR Financial Group, LLCTucson, AZ · 1,553 clientsHybrid
    Fidelity 100%
    $1.1B
  38. 5223
    Jamison Private Wealth Management, Inc.Milton, GA · 534 clients
    Schwab 100%
    $1.1B
  39. 5224
    Faithward Advisors, LLCLancaster, PA · 3,114 clientsHybrid
    Schwab 100%
    $1.1B
  40. 5232
    Southern Financial Group, LLCBirmingham, AL · 1,146 clientsHybrid
    Fidelity 100%
    $1.1B