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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. 6578
    Black Swift Group, LLCBoulder, CO · 406 clients
    Pershing 100%
    $694M
  2. 6581
    WMG Financial Advisors, LLCKnoxville, TN · 1,655 clientsWrap sponsorHybrid
    Schwab 100%
    $694M
  3. 6582
    Cambridge Advisors IncOmaha, NE · 287 clients
    Schwab 100%
    $694M
  4. 6583
    BW & Associates, Inc.Orange, CA · 529 clientsHybrid
    12711 N. Meridian Street 100%
    $693M
  5. 6584
    Skyoak WealthSouthfield, MI · 450 clients
    Schwab 100%
    $693M
  6. 6585
    Covenant Asset Management, LLCChester, NJ · 665 clients
    Schwab 100%
    $693M
  7. 6586
    Eichner Investment Planning, LLCCincinnati, OH · 26 clients
    Schwab 100%
    $692M
  8. 6587
    Madrona Financial & CpasEverett, WA · 689 clients
    Fidelity 100%
    $692M
  9. 6590
    Westchester Capital Management IncOmaha, NE · 469 clients
    Schwab 100%
    $691M
  10. 6592
    Lazari Capital Management, Inc.Burbank, CA · 968 clientsHybridLyndhurst Securities Inc., Michael Lazari Karapetian
    Fidelity 78%
    $691M
  11. 6595
    Alti Wealth Management (US International), Inc.Coral Gables, FL · 37 clientsPublic-company ownedAffiliated broker-dealerAlti Strategic Advisory (UK) Limited
    J.P. Morgan 42%Morgan Stanley 30%Citi 28%
    $691M
  12. 6597
    Milestone Asset Management, LLCPittsburgh, PA · 1,359 clients
    Schwab 100%
    $691M
  13. 6598
    Plan Group Financial, Inc.Oklahoma City, OK · 1,221 clientsHybrid
    Schwab 70%Fidelity Distributors Company 30%
    $690M
  14. 6600
    West Branch Capital LLCAmherst, MA · 372 clients
    Fidelity 78%Schwab 22%
    $690M
  15. 6601
    Family Investment CenterSaint Joseph, MO · 894 clients
    Schwab 100%
    $689M
  16. 6603
    East End Financial Group, Inc.Riverhead, NY · 360 clientsHybrid
    Pershing 100%
    $689M
  17. 6604
    Anchyra Partners LLCAtlanta, GA · 40 clients
    Schwab 100%
    $689M
  18. 6605
    Nvest Financial, LLCPortsmouth, NH · 809 clientsHybrid
    Fidelity 100%
    $688M
  19. 6606
    Signature Equity Partners, LLCColumbus, OH · 1,716 clientsWrap sponsorHybrid
    Fidelity 90%
    $688M
  20. 6609
    Siharum Advisors, LLCBoston, MA · 101 clients
    Fidelity 43%Fiduciary Trust 35%
    $687M
  21. 6610
    Atwater MalickLancaster, PA · 297 clients
    Fidelity 46%Schwab 35%
    $687M
  22. 6611
    Alliance Advisory & Securities, LLCWestlake Village, CA · 675 clients
    Fidelity Distributors Company 100%
    $687M
  23. 6612
    Smart Wealth, LLCOmaha, NE · 1,012 clients
    Fidelity 89%
    $686M
  24. 6613
    Wealth Management Advisors, LLCGreenville, SC · 739 clientsWrap sponsorHybrid
    Schwab 100%
    $686M
  25. 6614
    Marotta Wealth Management, Inc.Charlottesville, VA · 366 clients
    Schwab 100%
    $686M
  26. 6615
    MA Private Wealth, LLCSan Carlos, CA · 366 clientsWrap sponsor
    Fidelity 100%
    $686M
  27. 6617
    Thayer Partners LLC373 clients
    Schwab 100%
    $686M
  28. 6619
    Indie Asset Partners, LLCCarmel, IN · 313 clients
    Schwab 100%
    $685M
  29. 6620
    Precedent Wealth Partners, LLCHouston, TX · 201 clients
    Fidelity 52%Schwab 48%
    $685M
  30. 6621
    Sandy Cove Advisors, LLCHingham, MA · 278 clients
    Fidelity 88%
    $685M
  31. 6622
    Providence Wealth Advisors, LLCFrankfort, IL · 653 clientsBank-affiliated
    Schwab 100%
    $684M
  32. 6623
    Integra Global Advisors LLCStamford, CT · 52 clientsHybrid
    Schwab 100%
    $684M
  33. 6624
    Northern Financial Advisors, IncBloomfield Hills, MI · 324 clients
    Schwab 100%
    $684M
  34. 6625
    Marietta Investment Partners, LLCMilwaukee, WI · 147 clients
    Schwab 100%
    $684M
  35. 6626
    High Note Wealth, LLCDeephaven, MN · 279 clients
    Schwab 100%
    $683M
  36. 6629
    Evans Capital Management AssociatesBellevue, WA · 431 clients
    Schwab 100%
    $683M
  37. 6630
    Compass Wealth Management LLCGuilford, CT · 375 clientsWrap sponsor
    Schwab 93%
    $683M
  38. 6632
    Ventira Private Wealth Management LTD.Zurich, Switzerland · 85 clients
    Julius BAR 28%
    $682M
  39. 6635
    Sandbox Financial Partners, LLCBethesda, MD · 532 clients
    Fidelity 84%
    $682M
  40. 6636
    Dash InvestmentsPlano, TX · 433 clients
    Schwab 100%
    $682M