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

The RIA database

Atlas 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

96 firms manage $116 billionAxos

Open in the Atlas screener

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  1. 14009
    QM Advisors LLC161 clientsWealth manager
    Axos 71%Schwab 29%
    $140M
  2. 14091
    Giving Tree Wealth AdvisorsSAN Ramon, CA · 225 clientsWealth managerHybrid
    Axos 49%SEI 46%
    $138M
  3. 14292
    Wealthmark, LLCBellingham, WA · 193 clientsWealth manager
    Axos 100%
    $132M
  4. 14422
    Octant Quantitative Investment Management LLCSalt Lake City, UT · 7 clientsAsset manager
    Axos 76%
    $128M
  5. 14477
    Shadowridge Asset Management, LLCAustin, TX · 614 clientsWealth manager
    Axos 76%Fidelity Distributors Company 24%
    $127M
  6. 14563
    APO Financial Services, LLCWestminster, CO · 542 clientsWealth manager
    Axos 88%
    $124M
  7. 14635
    Pegasus Financial Group LLCChantilly, VA · 204 clientsWealth managerHybrid
    Axos 100%
    $122M
  8. 15105
    Shiraishi Financial Group AdvisorsHonolulu, HI · 458 clientsWealth managerHybrid
    Nationwide Investment Services 52%Security Distributors 25%Axos 23%
    $110M
  9. 15128
    Capstone Wealth Management Corp.Lakeland, FL · 288 clientsWealth manager
    Axos 66%Schwab 34%
    $109M
  10. 15311
    Mathies Financial PartnersPueblo, CO · 324 clientsWealth manager
    Axos 100%
    $104M
  11. 15339
    Invictus Timing Service LTDWestbury, NY · 286 clientsWealth manager
    Axos 100%
    $103M
  12. 15420
    Infinity Tax & Financial PlanningHuntsville, AL · 332 clientsWealth manager
    Schwab 84%
    $100M
  13. 15565
    IBN Financial Services, IncLiverpool, NY · 519 clientsBroker-dealer firmHybrid
    Axos 100%
    $88M
  14. 15900
    Portfolio Strategies IncTacoma, WA · 289 clientsWealth manager
    Schwab 73%Axos 27%
    $50M
  15. 16023
    Amidon & Petersen Financials, LLCAlbany, NY · 139 clientsWealth manager
    Schwab 98%
    $39M
  16. 16164
    Nexadvisors, LLCDallas, TX · 6 clientsWealth managerBank-affiliatedAffiliated broker-dealerNexbank Securities Inc, Nexpoint Securities, Inc.
    Pershing 74%Axos 24%
    $26M

RIAs by state