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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. 8084
    Arcataur Capital Management LLCMilwaukee, WI · 244 clients
    Schwab 100%
    $470M
  2. 8085
    Nova Financial ServicesTucson, AZ · 738 clientsBank-affiliated
    Schwab 100%
    $469M
  3. 8086
    Kingsbridge Wealth Management, Inc.Las Vegas, NV · 52 clients
    Schwab 97%
    $469M
  4. 8087
    Lakeshore Financial Planning Inc.Saint Clair Shores, MI · 491 clients
    Raymond James 99%
    $469M
  5. 8088
    Adapt Wealth Advisors, LLCAtlanta, GA · 463 clientsAffiliated broker-dealerCanton Street Strategies, LLC
    Schwab 100%
    $469M
  6. 8091
    Chesapeake Asset Management LLCNew York, NY · 138 clients
    Schwab 69%Pershing 31%
    $469M
  7. 8092
    Henry Bragg & Co.Houston, TX · 72 clients
    Schwab 91%
    $469M
  8. 8093
    Capco Asset Management, LLCTampa, FL · 83 clients
    Fidelity 100%
    $469M
  9. 8096
    Brown Financial AdvisoryFairhope, AL · 288 clients
    Schwab 100%
    $468M
  10. 8098
    Thirtynorth Investments, LLCNew Orleans, LA · 238 clients
    Schwab 70%Voya Financial Partners 30%
    $468M
  11. 8099
    Flagstone Financial Management, LLCLincoln, NE · 353 clients
    LPL Financial 100%
    $468M
  12. 8100
    Fortitude Advisory Group L.L.C.Gig Harbor, WA · 622 clientsHybrid
    Raymond James 64%
    $468M
  13. 8102
    Yukon Wealth Management, Inc.Overland Park, KS · 91 clients
    Schwab 100%
    $467M
  14. 8103
    Retirement Planning Solutions, LLCLouisville, KY · 1,212 clientsHybrid
    Schwab 100%
    $467M
  15. 8104
    Sands Capital Horizons, LLCArlington, VA · 1 clients
    BNY 100%
    $467M
  16. 8105
    Coston, McIsaac & Shea Financial AdvisorsBar Harbor, ME · 1,254 clients
    Schwab 100%
    $467M
  17. 8107
    Widmann Financial ServicesBowie, MD · 551 clientsHybrid
    Fidelity 100%
    $467M
  18. 8108
    Z3 Capital PartnersRichmond, VA · 311 clientsWrap sponsor
    Raymond James 100%
    $467M
  19. 8110
    Mark Sheptoff Financial Planning LLCGlastonbury, CT · 252 clients
    Fidelity 100%
    $467M
  20. 8111
    Wealthvalues, LLCRedwood City, CA · 25 clients
    SEI 83%
    $467M
  21. 8113
    Alpha Solutions Investment AdvisorsSouth San Francisco, CA · 490 clients
    No custodian reported
    $466M
  22. 8116
    Alliance Private Wealth, LLCNorth Reading, MA · 167 clientsWrap sponsor
    Fidelity 100%
    $466M
  23. 8117
    Consilium Wealth Advisory, LLC120 clients
    Schwab 100%
    $466M
  24. 8120
    BcasBedford, NH · 294 clientsHybrid
    Schwab 82%
    $466M
  25. 8124
    Fellowship Financial PlanningSpokane, WA · 1,130 clients
    LPL Financial 100%
    $465M
  26. 8125
    Brownlee Wealth ManagementHouston, TX · 86 clients
    Fidelity 88%
    $465M
  27. 8127
    Acumen Financial Advisors, LLCEdina, MN · 220 clientsHybrid
    No custodian reported
    $465M
  28. 8129
    First Citizens Asset Management, IncRaleigh, NC · 1,264 clientsBank-affiliatedHybridFirst Citizens Capital Securities, LLC, First Citizens Investor Services, Inc.
    Pershing 100%
    $465M
  29. 8130
    John F Suby Wealth Management LLCMadison, WI · 196 clients
    Northern Trust 100%
    $465M
  30. 8131
    Logan Park Wealth ManagementMinneapolis, MN · 408 clients
    Schwab 100%
    $465M
  31. 8132
    DEW Wealth ManagementScottsdale, AZ · 246 clientsWrap sponsor
    Assetmark Brokerage 71%
    $465M
  32. 8133
    Cypress Capital Partners, LLCChicago, IL · 32 clients
    Fidelity 100%
    $464M
  33. 8135
    Colonial River Wealth Management LLCMidlothian, VA · 1,798 clientsWrap sponsorHybrid
    LPL Financial 100%
    $464M
  34. 8136
    Obrien Greene & Co IncMedia, PA · 148 clients
    Fidelity 71%Schwab 29%
    $464M
  35. 8139
    Sard Wealth Managment Group, LLCAtlanta, GA · 325 clients
    Schwab 100%
    $464M
  36. 8142
    Independence Financial Advisors, LLCFranklin, NH · 2,777 clientsBank-affiliated
    Fidelity 85%
    $464M
  37. 8143
    Tufton Capital Management, LLCHunt Valley, MD · 248 clients
    No custodian reported
    $464M
  38. 8144
    MKT Advisors LLCCarlsbad, CA · 383 clients
    Schwab 100%
    $464M
  39. 8146
    Monarch Wealth StrategiesSanta Barbara, CA · 396 clients
    Schwab 100%
    $463M
  40. 8147
    Miller Financial Services LLCMarshall, MI · 584 clients
    Tiaa-Cref Individual & Institutional Services 45%Fidelity 34%
    $463M