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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. 1340
    Cary Street PartnersRichmond, VA · 6,988 clientsHybridCary Street Partners LLC
    Schwab 56%Wells Fargo 44%
    $10B
  2. 1342
    Tocqueville Asset Management LPNew York, NY · 1,270 clientsHybridTocqueville Securities L.P.
    Pershing 100%
    $10B
  3. 1346
    Callan Family Office, LLCRadnor, PA · 190 clients
    Schwab 100%
    $10B
  4. 1354
    Valmark Advisers, Inc.Akron, OH · 14,890 clientsWrap sponsorHybridValmark Securities, Inc., clears through Pershing
    Schwab 89%
    $10B
  5. 1362
    Foundations Investment Advisors LLCPhoenix, AZ · 29,663 clients
    Schwab 80%
    $10B
  6. 1364
    Openarc Corporate Advisory, LLCAtlanta, GA · 3,841 clients
    Schwab 100%
    $10B
  7. 1369
    Fiduciary Counselling IncSt Paul, MN · 1,761 clients
    Fidelity 100%
    $10B
  8. 1370
    Choate Investment AdvisorsBoston, MA · 653 clients
    SEI 100%
    $10B
  9. 1374
    BMO Family Office, LLCChicago, IL · 73 clientsBank-affiliatedAffiliated broker-dealerBMO Capital Markets Corp., BMO Nesbitt Burns Inc.
    Schwab 63%Northern Trust 37%
    $10.0B
  10. 1378
    Welch & Forbes LLCBoston, MA · 699 clientsPublic-company ownedAffiliated broker-dealer
    Reliance Trust 100%
    $9.9B
  11. 1387
    Spiderrock Advisors, LLCChicago, IL · 4,480 clientsBank-affiliatedHybrid
    Schwab 35%Fidelity 34%
    $9.8B
  12. 1393
    Altair Advisers, LLCChicago, IL · 1,016 clients
    Pershing 100%
    $9.8B
  13. 1396
    F L Putnam Investment Management Co.Lynnfield, MA · 3,054 clients
    Schwab 50%Fidelity 38%
    $9.7B
  14. 1401
    Signaturefd, LLCAtlanta, GA · 1,913 clients
    Schwab 72%Fidelity 28%
    $9.7B
  15. 1403
    The Ameriflex GroupLAS Vegas, NV · 16,203 clientsHybridAmeriflex Group Securities, Inc.
    Assetmark Brokerage 73%
    $9.7B
  16. 1404
    Main Street AdvisorsSanta Monica, CA · 74 clientsHybridMSA Securities, LLC
    No custodian reported
    $9.6B
  17. 1416
    Mariner Advisor NetworkOverland Park, KS · 16,241 clientsHybrid
    LPL Financial 77%Schwab 23%
    $9.6B
  18. 1417
    Orgel Wealth Management, LLCAltoona, WI · 3,976 clientsWrap sponsor
    Pershing 100%
    $9.5B
  19. 1422
    Composition Wealth, LLCLOS Angeles, CA · 3,986 clients
    Schwab 58%Fidelity 42%
    $9.5B
  20. 1425
    Mutual Advisors, LLCOmaha, NE · 9,960 clientsWrap sponsorHybridMutual Securities, Inc.
    Fidelity 57%Schwab 43%
    $9.4B
  21. 1427
    Ritholtz Wealth ManagementNew York, NY · 4,221 clients
    Schwab 72%Fidelity 28%
    $9.4B
  22. 1436
    Joel Isaacson & Co., LLCNew York, NY · 1,271 clientsAffiliated broker-dealer
    Schwab 100%
    $9.3B
  23. 1454
    Crawford Investment Counsel IncAtlanta, GA · 2,039 clients
    Fidelity 63%Schwab 37%
    $9.1B
  24. 1459
    Americana Partners, LLCHouston, TX · 1,818 clientsHybrid
    Schwab 100%
    $9.1B
  25. 1460
    H.M. PaysonPortland, ME · 4,308 clients
    No custodian reported
    $9.1B
  26. 1461
    Bradley Foster & Sargent IncHartford, CT · 1,944 clients
    No custodian reported
    $9.1B
  27. 1470
    Simon Quick Advisors, LLCMorristown, NJ · 1,042 clients
    Fidelity 74%Schwab 26%
    $9.0B
  28. 1475
    Kingsview Wealth Management, LLCGrants Pass, OR · 12,309 clientsHybrid
    Raymond James 73%Schwab 27%
    $9.0B
  29. 1484
    Axxcess Wealth Management, LLCCarlsbad, CA · 10,357 clientsHybrid
    LPL Financial 39%Schwab 36%Wells Fargo 25%
    $8.9B
  30. 1486
    Snowden Capital Advisors LLCNew York, NY · 6,021 clientsWrap sponsorHybridSnowden Account Services LLC, clears through Pershing
    Pershing 100%
    $8.9B
  31. 1487
    Gradient Investments, LLCArden Hills, MN · 26,806 clientsAffiliated broker-dealerGradient Securities, LLC
    Schwab 100%
    $8.8B
  32. 1489
    Arkadios Wealth AdvisorsAtlanta, GA · 14,886 clientsHybridArkadios Capital, LLC, Arkap Markets, LLC
    Fidelity 84%
    $8.8B
  33. 1490
    Capital AnalystsFort Washington, PA · 15,840 clientsHybridLincoln Investment Planning, LLC
    Pershing 100%
    $8.8B
  34. 1492
    Robertson StephensSAN Francisco, CA · 2,295 clientsHybridRobertson Stephens Capital Markets, LLC
    Schwab 53%Fidelity 47%
    $8.8B
  35. 1498
    Forum Financial Management, LPLombard, IL · 5,841 clientsHybrid
    Schwab 99%
    $8.7B
  36. 1501
    Marcuard Family Office LTDZurich, Switzerland · 139 clients
    Zurcher Kantonalbank 74%Bank Julius Baer & Co. AG, Zurich 26%
    $8.7B
  37. 1511
    Vise AI AdvisorsNew York City, NY · 16,405 clients
    Schwab 54%Fidelity 35%
    $8.5B
  38. 1512
    One Capital Management, LLCWestlake Village, CA · 3,535 clients
    Schwab 66%National Bank Independent Network (nbin) 34%
    $8.5B
  39. 1514
    Sagespring Wealth PartnersFranklin, TN · 11,623 clientsHybrid
    Fidelity 100%
    $8.5B
  40. 1520
    Douglas C. Lane & AssociatesNew York, NY · 1,144 clientsAffiliated broker-dealer
    Schwab 52%Fidelity Distributors Company 48%
    $8.4B