Sunday, October 25, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities
AtlasFinancial ADVSR
Open free

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.

Filters

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. 5233
    CoyleGlenview, IL · 439 clients
    Schwab 100%
    $1.0B
  2. 5236
    Sittner & Nelson, LLCEugene, OR · 475 clients
    Schwab 100%
    $1.0B
  3. 5237
    QP Global Family Offices, LLCGreenwich, CT · 15 clientsHybrid
    No custodian reported
    $1.0B
  4. 5239
    Matauro, LLCNew York, NY · 876 clientsHybrid
    Fidelity 100%
    $1.0B
  5. 5241
    Baker Ellis Asset Management LLCVancouver, WA · 343 clients
    Fidelity 100%
    $1.0B
  6. 5243
    Morling Financial Advisors, LLCFremont, CA · 349 clients
    Fidelity 52%Schwab 48%
    $1.0B
  7. 5245
    Bridgeport Financial SolutionsPhoenix, AZ · 920 clientsWrap sponsorAffiliated broker-dealerCambridge Investment Research, Inc.
    Fidelity 75%
    $1.0B
  8. 5246
    Weaver Consulting Group, LLCHuntington Beach, CA · 1,114 clientsWrap sponsorHybrid
    Fidelity 100%
    $1.0B
  9. 5247
    High Probability Advisors, LLCPittsford, NY · 398 clients
    Schwab 76%
    $1.0B
  10. 5248
    Manchester Financial IncWestlake Village, CA · 1,102 clients
    Schwab 100%
    $1.0B
  11. 5250
    Three Bridge Wealth AdvisorsLos Altos, CA · 71 clientsHybrid
    Schwab 100%
    $1.0B
  12. 5251
    Marble Wealth, LLCMontgomery, AL · 314 clientsWrap sponsorHybrid
    Fidelity 100%
    $1.0B
  13. 5252
    Paragon Financial AdvisorsCollege Station, TX · 458 clients
    Schwab 100%
    $1.0B
  14. 5253
    RPG Investment Advisory, LLCPleasanton, CA · 953 clients
    Schwab 55%Interactive Brokers 45%
    $1.0B
  15. 5256
    Fitzroy Investment Advisors LLCAventura, FL · 81 clients
    No custodian reported
    $1.0B
  16. 5259
    Red Oak Financial GroupTowson, MD · 1,202 clientsHybrid
    LPL Financial 68%Vanguard 32%
    $1.0B
  17. 5263
    Violich Capital ManagementMill Valley, CA · 116 clients
    Schwab 54%U.S. Bank 24%Merrill / Bank of America 23%
    $1.0B
  18. 5264
    Argos Wealth Advisors LLC244 clients
    Schwab 94%
    $1.0B
  19. 5267
    MPM Wealth AdvisorsHolland, OH · 1,118 clientsHybrid
    Schwab 100%
    $1.0B
  20. 5268
    Whalerock Point Partners, LLCWest Palm Beach, FL · 136 clients
    Fidelity 64%
    $1.0B
  21. 5269
    Rogers Wealth Group, Inc.Fort Worth, TX · 434 clients
    Schwab 56%Matrix Trust 44%
    $1.0B
  22. 5272
    Rodgers Brothers, Inc.Harmony, PA · 506 clients
    RBC 89%
    $1.0B
  23. 5275
    Fierston Financial Group IncWest Hartford, CT · 315 clients
    Schwab 100%
    $1.0B
  24. 5278
    Fort Sheridan Advisors LLCHighland Park, IL · 389 clientsHybrid
    Fidelity 99%
    $1.0B
  25. 5280
    William Mack & Associates IncTroy, MI · 965 clients
    Schwab 100%
    $1.0B
  26. 5281
    Gould Asset Management LLCClaremont, CA · 363 clientsAffiliated broker-dealer
    Fidelity 82%
    $1.0B
  27. 5283
    Sterling Investment Counsel, LLCBuffalo, NY · 888 clientsHybrid
    Fidelity 100%
    $1.0B
  28. 5288
    Banyan Tree Asset Management, LLCTorrance, CA · 47 clientsHybridBanyan Tree Securities, LLC
    Pershing 100%
    $1.0B
  29. 5290
    Watts Gwilliam & Company, LLCGilbert, AZ · 514 clients
    Schwab 100%
    $1.0B
  30. 5293
    Northwest Wealth Management, LLCSpencer, IA · 2,128 clientsBank-affiliated
    Schwab 92%
    $1.0B
  31. 5294
    Walkner Condon Financial Advisors LLCVerona, WI · 805 clients
    Schwab 100%
    $1.0B
  32. 5296
    IFG Advisors, LLCSt. Louis, MO · 566 clients
    Schwab 100%
    $1.0B
  33. 5297
    John Moore & Associates IncAlbuquerque, NM · 729 clients
    Raymond James 100%
    $1.0B
  34. 5298
    Harvey Investment Company, LLCLouisville, KY · 184 clientsAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    Pershing 76%PNC Wealth Management 24%
    $1.0B
  35. 5300
    J.w.burns & Company, Inc.Dewitt, NY · 631 clients
    Schwab 100%
    $1.0B
  36. 5301
    Glen Eagle Advisors, LLCKingston, NJ · 3,401 clientsHybridGlen Eagle Wealth, LLC, clears through National Financial Services (Fidelity), Pershing
    Interactive Brokers 65%AQR Investments 35%
    $1.0B
  37. 5303
    Cardinal Capital Management IncRaleigh, NC · 305 clients
    Schwab 100%
    $1.0B
  38. 5305
    Bass and Bell, Inc.Little Rock, AR · 373 clients
    Raymond James 100%
    $1.0B
  39. 5307
    Perryman Financial Advisory, Inc.Dallas, TX · 526 clientsHybridPerryman Securities, Inc.
    Schwab 100%
    $1.0B
  40. 5308
    Alpha Omega Wealth Management, LLCRichmond, VA · 490 clients
    Schwab 100%
    $1.0B