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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. 5724
    Makrod Investment Associates IncVerona, NJ · 576 clients
    Schwab 82%
    $894M
  2. 5727
    Atlantic Private Wealth, LLCChapel Hill, NC · 208 clients
    Fidelity 100%
    $894M
  3. 5729
    Compass Financial Management LLCTampa, FL · 2,228 clientsHybrid
    Schwab 54%Fidelity 46%
    $894M
  4. 5730
    Vance WealthSanta Clarita, CA · 428 clients
    Fidelity 100%
    $894M
  5. 5731
    The Millstone Evans Group, LLCBoulder, CO · 654 clientsWrap sponsor
    Raymond James 100%
    $893M
  6. 5734
    JLB & Associates IncPlymouth, MI · 291 clients
    Schwab 78%
    $893M
  7. 5736
    AutopilotNew York, NY · 103,270 clients
    No custodian reported
    $892M
  8. 5737
    REA Wealth ManagementNew Philadelphia, OH · 938 clientsHybrid
    Fidelity 100%
    $892M
  9. 5740
    HeadinvestPortland, ME · 445 clients
    Schwab 100%
    $892M
  10. 5741
    Swisspartners AdvisorsZurich, Switzerland · 90 clients
    Bank Julius Baer 62%
    $892M
  11. 5744
    Southland Equity Partners, LLC.1,766 clientsHybrid
    No custodian reported
    $891M
  12. 5746
    Drucker Wealth614 clientsWrap sponsorHybrid
    Fidelity 61%Altruist 30%
    $891M
  13. 5751
    Tran Capital Management, L.P.San Rafael, CA · 348 clientsHybrid
    Fidelity 47%Schwab 33%
    $890M
  14. 5753
    J.P. King Advisors, Inc.Walnut Creek, CA · 452 clients
    Fidelity 66%Schwab 33%
    $890M
  15. 5754
    3chopt Investment Partners LLCRichmond, VA · 236 clients
    Schwab 100%
    $889M
  16. 5755
    Correct Capital Wealth Management, LLCClayton, MO · 466 clients
    Fidelity 100%
    $889M
  17. 5757
    Erguz, LLCThe Woodlands, TX · 51 clients
    Raymond James 43%Morgan Stanley 40%
    $889M
  18. 5758
    Westside Investment Management, LLCSanta Monica, CA · 890 clientsHybrid
    LPL Financial 84%
    $889M
  19. 5759
    Sagepoint Capital Partners LLCFranklin, TNHybrid
    No custodian reported
    $888M
  20. 5767
    Strata Wealth Advisors, LLCDallas, TX · 227 clients
    Fidelity 100%
    $886M
  21. 5769
    Covington Investment Advisors, Inc.Ligonier, PA · 236 clients
    Schwab 100%
    $886M
  22. 5770
    CFM Wealth Partners LLCAustin, TX · 280 clients
    Raymond James 100%
    $886M
  23. 5772
    Pearson Financial ServicesDennis, MA · 500 clientsHybrid
    Schwab 100%
    $885M
  24. 5773
    New World Advisors LLCHingham, MA · 105 clients
    Fiduciary Trust 55%Schwab 45%
    $885M
  25. 5774
    United Capital Management of Kansas, Inc.Salina, KS · 1,655 clientsHybrid
    Schwab 100%
    $885M
  26. 5777
    Basepoint Wealth, LLCCedar Rapids, IA · 1,263 clientsWrap sponsor
    Pershing 75%Fidelity 25%
    $884M
  27. 5779
    Sage Rhino Capital LLCMenlo Park, CA · 196 clients
    Fidelity 73%Schwab 27%
    $884M
  28. 5780
    CastellanLouisville, KY · 23 clients
    Schwab 100%
    $882M
  29. 5781
    Intelligence Driven Advisers, LLCCarlsbad, CA · 660 clients
    Schwab 100%
    $882M
  30. 5782
    Optas, LLCDripping Springs, TX · 137 clients
    Fidelity 100%
    $882M
  31. 5783
    All Star FinancialMinneapolis, MN · 558 clientsBank-affiliated
    Fidelity 95%
    $882M
  32. 5784
    Freedom AdvisoryGuaynabo, PR · 528 clients
    Schwab 88%
    $881M
  33. 5786
    Lyonross Capital Management, LLCWhite Plains, NY
    Royal Bank of Canada 90%
    $881M
  34. 5788
    Park Place Capital CorporationHomewood, AL · 610 clientsBank-affiliatedHybridPark Place Capital Securities Corp.
    Schwab 60%Fifth Third Bank 40%
    $879M
  35. 5789
    Transatlantique Private Wealth LLCNew York, NY · 411 clientsBank-affiliatedAffiliated broker-dealerCIC Market Solutions, Inc.
    Interactive Brokers 41%Banque Transatlantique Paris 38%
    $879M
  36. 5790
    Alongside, LLCAustin, TX · 2,122 clients
    Fidelity 100%
    $879M
  37. 5791
    Chatham Capital Group IncSavannah, GA · 250 clients
    Schwab 100%
    $878M
  38. 5792
    Milestone Investment Advisors, LLCMiddleton, WI · 414 clients
    Schwab 99%
    $878M
  39. 5794
    Noesis Capital Management CorpBoca Raton, FL · 374 clients
    Schwab 96%
    $877M
  40. 5795
    Montz Harcus Wealth ManagementNew Orleans, LA · 687 clientsHybrid
    Schwab 100%
    $876M