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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

3,733 firms manage $117.7 trillionhybrid

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. 9333
    Wealth OklahomaTulsa, OK · 175 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $356M
  2. 9334
    Capstone Wealth Management Group, LLCDunmore, PA · 524 clientsWealth managerHybrid
    LPL Financial 100%
    $356M
  3. 9347
    Sepulveda Management LLCLos Angeles, CA · 3 clientsPrivate fund adviserHybridTCW Asia Limited, TCW Funds Distributors LLC
    No custodian reported
    $355M
  4. 9351
    Bull Harbor Capital LLC.Bethesda, MD · 426 clientsWealth managerHybrid
    Fidelity 100%
    $355M
  5. 9373
    Norris Financial Group, LLCGreenville, SC · 403 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $353M
  6. 9380
    Grattan Financial Strategies, Inc.San Gabriel, CA · 313 clientsWealth managerHybrid
    No custodian reported
    $353M
  7. 9384
    Innovative Advisory Partners, LLCHixson, TN · 443 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $352M
  8. 9387
    Heitman International LLCLondon, United Kingdom · 7 clientsPrivate fund adviserHybridHeitman International Real Estate Securities PTY Limited, Heitman Securities LLC
    No custodian reported
    $352M
  9. 9389
    LFASt. Cloud, MN · 518 clientsWealth managerHybrid
    Schwab 100%
    $351M
  10. 9391
    Caldwell Advisors, LLCBrentwood, TN · 506 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $351M
  11. 9392
    Aca/prudent Investors Planning CorporationGreen Brook, NJ · 880 clientsBroker-dealer firmHybrid
    No custodian reported
    $351M
  12. 9403
    Bridgewater Asset Management LLCChesterfield, MO · 401 clientsWealth managerWrap sponsorHybrid
    LPL Financial 98%
    $351M
  13. 9412
    Superior Planning Wealth Management & Family OfficeSan Diego, CA · 516 clientsWealth managerHybrid
    Raymond James 42%Schwab 39%
    $350M
  14. 9413
    Guggenheim Private Investments, LLCNew York, NY · 7 clientsPrivate fund adviserHybridGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through Pershing
    J.P. Morgan 100%
    $349M
  15. 9416
    Precise Investment Management, Inc.Highland Park, IL · 88 clientsAsset managerHybridInsight Securities, Inc.
    UBS 29%
    $349M
  16. 9423
    Arlen Capital, LLCWarwick, RI · 222 clientsWealth managerHybrid
    Pershing 96%
    $349M
  17. 9424
    EGI Financial, Inc.Akron, OH · 292 clientsWealth managerHybridAmerican Heritage Securities, Inc.
    Wells Fargo 88%
    $349M
  18. 9425
    Gainline Financial Partners, LLCLouisville, CO · 998 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $349M
  19. 9428
    Opal Capital LLCBoca Raton, FL · 6 clientsAsset managerHybrid
    Schwab 100%
    $348M
  20. 9433
    American Retirement Planning Group IncLas Vegas, NV · 870 clientsBroker-dealer firmHybrid
    Pershing 100%
    $348M
  21. 9435
    4j Wealth Management, LLCMcLean, VA · 243 clientsWealth managerHybrid
    Fidelity 100%
    $348M
  22. 9436
    Oakbourne AdvisorsBerkeley Heights, NJ · 495 clientsWealth managerHybrid
    Schwab 69%SEI 31%
    $348M
  23. 9450
    Lodestone Wealth Management LLCSpokane, WA · 291 clientsWealth managerHybrid
    Schwab 80%
    $346M
  24. 9452
    WmgnaFarmington, CT · 326 clientsWealth managerHybrid
    Schwab 81%
    $346M
  25. 9455
    GBM Wealth Management, Inc.Houston, TX · 546 clientsWealth managerHybridGBM Grupo Bursatil Mexicano SA De CV, Casa De Bolsa, GBM International, Inc., clears through Pershing
    Pershing 100%
    $346M
  26. 9465
    Vedanta Management, LPNew York, NY · 16 clientsPrivate fund adviserHybrid
    No custodian reported
    $346M
  27. 9473
    Ahakista Capital LLC5 clientsWealth managerHybridAccess Securities, LLC
    Goldman Sachs 63%Northern Trust 37%
    $345M
  28. 9476
    Hicks Capital Management, LLCColumbus, OH · 252 clientsWealth managerHybrid
    Fidelity 100%
    $345M
  29. 9478
    Teramo Advisors, LLCNaples, FL · 2 clientsAsset managerHybrid
    Schwab 100%
    $345M
  30. 9481
    Crescent Advisor Group, Inc.Plano, TX · 228 clientsWealth managerHybridCrescent Securities Group, Inc.
    Schwab 100%
    $344M
  31. 9494
    M Group448 clientsAsset managerHybrid
    Schwab 48%Ascensus Broker Dealer Services 48%
    $344M
  32. 9500
    Martha's Vineyard Investment Advisors, LLCWest Tisbury, MA · 371 clientsWealth managerBank-affiliatedHybrid
    Martha's Vineyard Bank 100%
    $343M
  33. 9501
    Williams & Novak Wealth Management, LLCWestlake Village, CA · 285 clientsWealth managerHybrid
    Fidelity 100%
    $343M
  34. 9502
    Capstone Investment GroupOlympia, WA · 819 clientsWealth managerHybridPurshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity)
    Schwab 52%Raymond James 48%
    $343M
  35. 9504
    Augment Advisors, LLCAustin, TX · 1 clientsPrivate fund adviserHybridAugment Capital, LLC, Tcfg Wealth Management, LLC
    No custodian reported
    $343M
  36. 9519
    Ergawealth Advisors, Inc.Oak Brook, IL · 415 clientsWealth managerHybrid
    Schwab 100%
    $342M
  37. 9522
    Avila Real Estate CapitalCorte Madera, CA · 5 clientsPrivate fund adviserHybridBuilder Advisor Group, LLC
    No custodian reported
    $341M
  38. 9525
    Eukles Asset Management, LLCCincinnati, OH · 473 clientsWealth managerWrap sponsorHybridEukles Wealth Management
    LPL Financial 100%
    $341M
  39. 9536
    Blueprint Fund ManagementGreensboro, NC · 2 clientsAsset managerHybridMaplewood Investments, Inc.
    No custodian reported
    $340M
  40. 9537
    Left Brain Wealth Management, LLCNaperville, IL · 207 clientsWealth managerHybrid
    Schwab 98%
    $340M

RIAs by state