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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. 5883
    Leelyn Smith, LLCGeneva, IL · 799 clientsWrap sponsorHybrid
    LPL Financial 82%
    $852M
  2. 5886
    PJS Investment ManagementCedarburg, WI · 474 clients
    Fidelity 100%
    $852M
  3. 5887
    ApeironDallas, TX · 1,184 clientsWrap sponsor
    Schwab 79%
    $852M
  4. 5888
    Warner Financial, IncBethesda, MD · 256 clients
    Schwab 100%
    $852M
  5. 5891
    Affinity Capital Advisors LLCBerkeley, CA · 547 clients
    Schwab 100%
    $851M
  6. 5894
    Channel Wealth, LLCSanta Barbara, CA · 2,019 clients
    Schwab 100%
    $851M
  7. 5895
    Whitaker-Myers Wealth Managers, LTD.Mansfield, OH · 3,458 clientsHybrid
    Schwab 85%
    $851M
  8. 5898
    Liberty Capital Management IncBirmingham, MI · 160 clients
    Schwab 94%
    $849M
  9. 5899
    Prime QuadrantToronto, Canada · 19 clients
    Schwab 100%
    $849M
  10. 5900
    Avenir CorporationAlexandria, VA · 157 clients
    Fidelity 100%
    $849M
  11. 5901
    Silverlake Wealth Management LLCWilliston, VT · 1,072 clientsHybrid
    Fidelity 70%Schwab 30%
    $849M
  12. 5902
    Bason Asset ManagementLakewood, CO · 139 clients
    Schwab 100%
    $849M
  13. 5903
    Pennsylvania Capital Management Inc.Huntingdon Valley, PA · 200 clients
    Schwab 100%
    $849M
  14. 5904
    NBC Capital AdvisorsBeaverton, OR · 2,272 clients
    Fidelity 88%
    $847M
  15. 5905
    Mitchell Capital Management CoLeawood, KS · 331 clients
    Schwab 80%
    $847M
  16. 5906
    Seneca Financial Advisors LLCRochester, NY · 373 clients
    Schwab 88%
    $847M
  17. 5908
    Baron Wealth Management, LLCTroy, MI · 145 clients
    Fidelity Distributors Company 56%Schwab 44%
    $847M
  18. 5909
    Barry Investment Advisors, LLCNew Bedford, MA · 398 clientsWrap sponsor
    Fidelity 100%
    $847M
  19. 5910
    Oakworth Asset Management, LLCBirmingham, AL · 565 clientsBank-affiliated
    Axos 95%
    $846M
  20. 5911
    Verde Capital Management, Inc.Clarkston, MI · 824 clientsWrap sponsor
    Schwab 71%TradePMR / Robinhood 29%
    $846M
  21. 5914
    Lincoln Capital, LLCLincoln, NE · 1,266 clientsWrap sponsorHybrid
    Fidelity 100%
    $845M
  22. 5915
    Lighthouse Wealth Strategies, LLCGig Harbor, WA · 866 clientsHybrid
    Schwab 100%
    $844M
  23. 5916
    American Money Management, LLCRancho Santa Fe, CA · 832 clients
    Schwab 100%
    $844M
  24. 5917
    Perspective Wealth Partners, LLCBoise, ID · 291 clients
    Schwab 89%
    $844M
  25. 5922
    Inlight WealthAtlanta, GA · 229 clientsWrap sponsor
    Schwab 100%
    $843M
  26. 5924
    Loomis Capital Management8 clients
    Pershing 87%
    $842M
  27. 5925
    Purkiss Capital Advisors, LLC409 clients
    Fidelity 100%
    $842M
  28. 5928
    Stone House Investment Management, LLCTunkhannock, PA · 1,171 clients
    Fidelity 100%
    $842M
  29. 5934
    Chicory Wealth549 clients
    Fidelity 100%
    $840M
  30. 5935
    TFB Advisors, LLCOverland Park, KS · 1,355 clientsHybrid
    Schwab 59%Assetmark 41%
    $840M
  31. 5936
    Adams Asset Advisors LLCDallas, TX · 118 clients
    Fidelity 100%
    $839M
  32. 5941
    Net Worth Advisory Group, LLCSandy, UT · 862 clients
    Goldman Sachs 65%Fidelity 35%
    $838M
  33. 5944
    BFI Infinity LTD.Zurich, Switzerland · 262 clients
    Rahn+bodmer 28%
    $838M
  34. 5946
    Pinion Wealth Management, LLCWichita, KS · 615 clientsHybridKcoe Capital LLC
    Schwab 92%
    $837M
  35. 5947
    Market Street Wealth ManagementWest Chester, PA · 1,052 clientsHybrid
    Fidelity 100%
    $837M
  36. 5948
    Redwood Wealth Management, LLCSanta Monica, CA · 243 clientsHybrid
    Schwab 100%
    $837M
  37. 5949
    Freegulliver, LLCNew Orleans, LA · 221 clients
    Schwab 100%
    $837M
  38. 5951
    Peddock Capital Advisors, LLCBraintree, MA · 173 clients
    Fidelity 100%
    $836M
  39. 5953
    Carr Financial GroupWorcester, MA · 625 clients
    Schwab 100%
    $836M
  40. 5954
    Financial Sense Advisors, Inc.San Diego, CA · 597 clientsHybridFinancial Sense Securities, Inc., clears through National Financial Services (Fidelity)
    Fidelity 100%
    $836M