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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. 5309
    Stanley-Laman Group LTD.Berwyn, PA · 301 clientsHybridStanley Laman Group Securities, LLC
    Schwab 100%
    $1.0B
  2. 5310
    Capital Investment Counsel IncRaleigh, NC · 1,271 clientsHybridCapital Investment Brokerage, Inc., Capital Investment Group, Inc.
    Pershing 100%
    $1.0B
  3. 5312
    Pettyjohn, Wood & White, Inc.Lynchburg, VA · 586 clientsBank-affiliatedAffiliated broker-dealerBank of the James
    Schwab 100%
    $1.0B
  4. 5318
    Greatmark Investment Partners, Inc.Columbus, GA · 433 clients
    Schwab 100%
    $1.0B
  5. 5319
    Zevin Asset Management, LLCBoston, MA · 768 clients
    Schwab 85%
    $1.0B
  6. 5323
    Asset Allocation Strategies, LLCFarmington, MI · 4,394 clientsHybridGLP Investment Services, LLC
    Schwab 78%PCS / IPX 22%
    $1.0B
  7. 5324
    Breakwater Capital GroupParamus, NJ · 370 clients
    Schwab 100%
    $1.0B
  8. 5326
    Mg&a WealthPlantation, FL · 657 clientsHybrid
    Fidelity 100%
    $1.0B
  9. 5329
    Lafleur & Godfrey Private Wealth ManagementGrand Rapids, MI · 498 clientsAffiliated broker-dealer
    Schwab 100%
    $1.0B
  10. 5331
    Portfolio Strategies Inc NYMontvale, NJ · 3,412 clients
    Fidelity 100%
    $1.0B
  11. 5333
    JT Stratford, LLCGainesville, GA · 1,266 clients
    Schwab 100%
    $1.0B
  12. 5334
    Verum Partners LLCCharlotte, NC · 405 clients
    Fidelity 62%Schwab 38%
    $1.0B
  13. 5336
    Teamwork Financial Advisors, LLCSan Antonio, TX · 2,485 clients
    Schwab 100%
    $1.0B
  14. 5338
    Archer Investment CorporationCarmel, IN · 4,335 clientsHybrid
    TradePMR / Robinhood 79%
    $1.0B
  15. 5339
    Verita Strategic Wealth Partners, LLCSan Francisco, CA · 17 clients
    Schwab 100%
    $1.0B
  16. 5341
    Navigation Group LLCRedwood Shores, CA · 342 clientsHybrid
    LPL Financial 100%
    $1.0B
  17. 5342
    Vertex PartnersDowners Grove, IL · 843 clientsWrap sponsorHybrid
    LPL Financial 56%Schwab 44%
    $1.0B
  18. 5347
    Peak Asset Management, LLCLouisville, CO · 342 clients
    Schwab 100%
    $1.0B
  19. 5351
    Lathrop Investment Management CompanyLittle Rock, AR · 235 clients
    Schwab 100%
    $1.0B
  20. 5352
    Fermata AdvisorsSonoma, CA · 3,879 clients
    Schwab 100%
    $1.0B
  21. 5356
    The Northstar Group, Inc.New York, NY · 258 clientsHybrid
    Pershing 86%
    $1.0B
  22. 5357
    Mirador Capital PartnersPleasanton, CA · 662 clientsHybrid
    Schwab 100%
    $1.0B
  23. 5359
    Legacy Financial GroupDes Moines, IA · 1,452 clientsHybrid
    Schwab 100%
    $1.0B
  24. 5361
    Aire Advisors, LLCBeverly Hills, CA · 369 clients
    Fidelity 100%
    $1.0B
  25. 5362
    West Paces Advisors, Inc.Atlanta, GA · 255 clients
    Schwab 100%
    $1.0B
  26. 5364
    Great Hill Capital, LLC76 clients
    Interactive Brokers 100%
    $1.0B
  27. 5367
    PYA Waltman Capital, LLCKnoxville, TN · 424 clients
    Fidelity 100%
    $1.0B
  28. 5368
    McGlone Suttner Wealth Management, Inc.Appleton, WI · 708 clients
    Fidelity 100%
    $1.0B
  29. 5374
    Burling Wealth PartnersChicago, IL · 253 clients
    Schwab 100%
    $1.0B
  30. 5375
    Bluesky Wealth Advisors, LLCNew Bern, NC · 351 clients
    Schwab 100%
    $1.0B
  31. 5380
    Hudock Capital GroupWilliamsport, PA · 921 clientsWrap sponsorHybrid
    Pershing 88%
    $1.0B
  32. 5382
    Everest Financial GroupMinneapolis, MN · 1,940 clientsHybrid
    Schwab 100%
    $1.0B
  33. 5383
    Oliver Luxxe Assets LLCGladstone, NJ · 471 clientsHybrid
    Pershing 73%Schwab 27%
    $1.0B
  34. 5386
    SeedsNew York, NY · 950 clients
    Fidelity 58%Schwab 42%
    $1.0B
  35. 5388
    Cohen Capital Management IncCorte Madera, CA · 110 clients
    Schwab 95%
    $1.0B
  36. 5393
    Henrickson Nauta Wealth Advisors, Inc.Belmont, MI · 554 clientsHybrid
    Fidelity 100%
    $998M
  37. 5396
    Passive Capital Management, LLCSyracuse, NY · 424 clients
    Schwab 100%
    $997M
  38. 5399
    Commonwealth Financial ServicesVienna, WV · 2,271 clientsWrap sponsor
    Schwab 75%Fidelity 25%
    $995M
  39. 5400
    Omnia Family Wealth, LLCAventura, FL · 164 clients
    Pershing 100%
    $995M
  40. 5401
    Lantz Financial LLCNaperville, IL · 669 clients
    Schwab 100%
    $994M