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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.

Filters

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. 7230
    Able Wealth Management LLCToms River, NJ · 1,030 clients
    Schwab 57%Fidelity 38%
    $580M
  2. 7231
    Harvey Capital Management IncPalm Beach, FL · 172 clients
    No custodian reported
    $579M
  3. 7232
    EPG Wealth Management LLCAtlanta, GA · 1,194 clientsHybrid
    Fidelity Distributors Company 47%Schwab 32%
    $579M
  4. 7233
    Mattern Wealth Management LLCLawrence, KS · 613 clients
    Schwab 57%Wells Fargo 43%
    $579M
  5. 7234
    Edgerock Wealth ManagementDenver, CO · 575 clients
    Fidelity 100%
    $579M
  6. 7240
    Oxler Private WealthRye Brook, NY · 151 clients
    Pershing 100%
    $578M
  7. 7241
    Jackson, Grant Investment Advisers, Inc.Stamford, CT · 94 clients
    Pershing 100%
    $578M
  8. 7247
    Brogan FinancialKnoxville, TN · 746 clients
    Schwab 100%
    $577M
  9. 7250
    Allodium Investment Consultants, LLCMinneapolis, MN · 282 clients
    Schwab 100%
    $577M
  10. 7255
    G&h InvestmentsLeola, PA · 136 clients
    Schwab 100%
    $576M
  11. 7256
    Rezny Wealth Management, Inc.Fort Myers, FL · 275 clients
    Schwab 100%
    $576M
  12. 7262
    Sage Advisors, LLCEdmonds, WA · 690 clients
    Fidelity 0%
    $575M
  13. 7263
    Keidan Financial Consultants LLCColumbus, OH · 184 clientsHybrid
    Pershing 100%
    $575M
  14. 7267
    Berkeley, IncBoise, ID · 222 clients
    Schwab 100%
    $574M
  15. 7268
    Curtis Advisory Group, LLCSanta Barbara, CA · 157 clients
    Schwab 100%
    $574M
  16. 7269
    FSA Advisors, Inc.Troy, MI · 4,406 clients
    Schwab 65%Fidelity 35%
    $573M
  17. 7271
    Burkett Financial Services, LLCRock Hill, SC · 476 clients
    Schwab 100%
    $573M
  18. 7272
    North Shore Private Asset Management, LLCLake Forest, IL · 218 clientsHybrid
    Schwab 61%Raymond James 36%
    $573M
  19. 7275
    Prasad Wealth PartnersIndependence, OH · 729 clientsHybrid
    Fidelity 100%
    $572M
  20. 7278
    Painted Porch Advisors LLCSanta Barbara, CA · 297 clients
    Schwab 100%
    $572M
  21. 7279
    Independent Investors IncNesconset, NY · 100 clients
    Pershing 57%BNY 43%
    $572M
  22. 7280
    Family WMS, LLCAthens, GA · 61 clients
    Schwab 100%
    $572M
  23. 7281
    Westward Investment AdvisoryMission, KS · 20 clientsHybrid
    Morgan Stanley 56%Robert W. Baird & Co. Incorporated 44%
    $572M
  24. 7283
    Capital Markets IQ, LLC884 clientsHybrid
    SEI 58%Schwab 42%
    $571M
  25. 7284
    Clean Yield Asset ManagementNorwich, VT · 257 clients
    Schwab 100%
    $571M
  26. 7285
    Sanchez Wealth Management Group, LLCJacksonville, FL · 545 clientsHybrid
    LPL Financial 100%
    $571M
  27. 7286
    Lifestyle Asset Management, Inc.Friendswood, TX · 928 clientsHybrid
    Schwab 100%
    $571M
  28. 7290
    TTP Investments, Inc.San Jose, CA · 382 clients
    Fidelity 100%
    $571M
  29. 7296
    Brilliant Advice, LLCCincinnati, OH · 144 clients
    Schwab 100%
    $570M
  30. 7297
    Tallwoods Partners, LLCChicago, IL · 8 clients
    Johnson Financial Group LLC DB JFG Family Office 100%
    $569M
  31. 7298
    Potentia WealthSan Jose, CA · 731 clientsWrap sponsorHybrid
    LPL Financial 100%
    $569M
  32. 7299
    Gilliland Jeter Wealth Management, LLCLittle Rock, AR · 297 clients
    Raymond James 100%
    $569M
  33. 7301
    Merkle Retirement PlanningGrimes, IA · 1,019 clientsWrap sponsor
    Schwab 100%
    $569M
  34. 7302
    ACT Wealth Management, LLCAllen, TX · 264 clients
    Schwab 92%
    $569M
  35. 7303
    Generational Wealth AdvisorsRichardson, TX · 184 clientsHybridGenerational Capital Markets Inc.
    Schwab 92%
    $569M
  36. 7304
    Freedom Investment Management, Inc.South Windsor, CT · 520 clients
    Schwab 100%
    $569M
  37. 7306
    RIA Advisory Group, LLCDes Moines, IA · 1,996 clients
    Schwab 78%Fidelity 22%
    $568M
  38. 7307
    FCG Investment CompanyGermantown, TN · 351 clients
    Schwab 100%
    $568M
  39. 7308
    Scissortail Wealth Management, LLCTulsa, OK · 485 clientsHybrid
    Raymond James 100%
    $568M
  40. 7310
    S.E.E.D. Planning Group, LLCBinghamton, NY · 763 clients
    Fidelity 80%
    $568M