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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

2,295 firms manage $19.1 trillionFidelity

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. 1369
    Fiduciary Counselling IncSt Paul, MN · 1,761 clientsWealth manager
    Fidelity 100%
    $10B
  2. 1384
    Cynosure Group, LLCSalt Lake City, UT · 148 clientsAsset manager
    Northern Trust 55%Fidelity 42%
    $9.8B
  3. 1387
    Spiderrock Advisors, LLCChicago, IL · 4,480 clientsWealth managerBank-affiliatedHybrid
    Schwab 35%Fidelity 34%
    $9.8B
  4. 1396
    F L Putnam Investment Management Co.Lynnfield, MA · 3,054 clientsWealth manager
    Schwab 50%Fidelity 38%
    $9.7B
  5. 1401
    Signaturefd, LLCAtlanta, GA · 1,913 clientsWealth manager
    Schwab 72%Fidelity 28%
    $9.7B
  6. 1403
    The Ameriflex GroupLAS Vegas, NV · 16,203 clientsWealth managerHybridAmeriflex Group Securities, Inc.
    Assetmark Brokerage 73%
    $9.7B
  7. 1409
    Horizon Kinetics Asset Management LLCNew York, NY · 2,223 clientsAsset managerHybridKBD Securities, LLC, Kinetics Funds Distributor LLC
    Fidelity 100%
    $9.6B
  8. 1422
    Composition Wealth, LLCLOS Angeles, CA · 3,986 clientsWealth manager
    Schwab 58%Fidelity 42%
    $9.5B
  9. 1425
    Mutual Advisors, LLCOmaha, NE · 9,960 clientsWealth managerWrap sponsorHybridMutual Securities, Inc.
    Fidelity 57%Schwab 43%
    $9.4B
  10. 1427
    Ritholtz Wealth ManagementNew York, NY · 4,221 clientsWealth manager
    Schwab 72%Fidelity 28%
    $9.4B
  11. 1433
    Fidelity Institutional Wealth Adviser LLCBoston, MA · 65,862 clientsAsset managerHybridDigital Brokerage Services LLC, Fidelity Brokerage Services LLC, clears through National Financial Services (Fidelity)
    Fidelity 100%
    $9.4B
  12. 1447
    Geneos Wealth Management, Inc.Englewood, CO · 21,668 clientsBroker-dealer firmHybrid
    Pershing 88%
    $9.2B
  13. 1449
    ProcyonShelton, CT · 3,048 clientsAsset managerHybrid
    Fidelity 41%Schwab 39%
    $9.2B
  14. 1453
    Value Aligned Research Advisors, LLC4 clientsPrivate fund adviser
    Citi 76%Fidelity 24%
    $9.1B
  15. 1454
    Crawford Investment Counsel IncAtlanta, GA · 2,039 clientsWealth manager
    Fidelity 63%Schwab 37%
    $9.1B
  16. 1467
    Hornor, Townsend & Kent, LLCConshohocken, PA · 28,369 clientsBroker-dealer firmHybrid
    Pershing 66%
    $9.0B
  17. 1470
    Simon Quick Advisors, LLCMorristown, NJ · 1,042 clientsWealth manager
    Fidelity 74%Schwab 26%
    $9.0B
  18. 1472
    Crossmark Global Investments, Inc.Houston, TX · 7,902 clientsAsset managerHybridCrossmark Distributors, Inc.
    U.S. Bank 31%Wells Fargo 29%State Street 22%
    $9.0B
  19. 1489
    Arkadios Wealth AdvisorsAtlanta, GA · 14,886 clientsWealth managerHybridArkadios Capital, LLC, Arkap Markets, LLC
    Fidelity 84%
    $8.8B
  20. 1492
    Robertson StephensSAN Francisco, CA · 2,295 clientsWealth managerHybridRobertson Stephens Capital Markets, LLC
    Schwab 53%Fidelity 47%
    $8.8B
  21. 1498
    Forum Financial Management, LPLombard, IL · 5,841 clientsWealth managerHybrid
    Schwab 99%
    $8.7B
  22. 1511
    Vise AI AdvisorsNew York City, NY · 16,405 clientsWealth manager
    Schwab 54%Fidelity 35%
    $8.5B
  23. 1513
    Northwest Capital Management Inc.Lake Oswego, OR · 203 clientsAsset managerAffiliated broker-dealerCWM, LLC, Carson Group Brokerage, LLC
    Fidelity 64%
    $8.5B
  24. 1514
    Sagespring Wealth PartnersFranklin, TN · 11,623 clientsWealth managerHybrid
    Fidelity 100%
    $8.5B
  25. 1515
    Horizon Investments LLCCharlotte, NC · 1,467 clientsAsset managerHybrid
    Axos 68%
    $8.5B
  26. 1519
    Synovus Securities, Inc.Columbus, GA · 12,411 clientsBroker-dealer firmHybridPnfp Capital Markets, Inc., clears through Hilltop Securities
    Fidelity 100%
    $8.4B
  27. 1524
    Aureus Asset Management, LLCBoston, MA · 362 clientsAsset manager
    Fidelity 100%
    $8.4B
  28. 1525
    Battery Global Advisors, LLCBoston, MA · 142 clientsWealth manager
    Fidelity 100%
    $8.4B
  29. 1531
    Elevation Point Wealth Partners, LLCDenver, CO · 4,936 clientsWealth managerHybrid
    Fidelity 39%
    $8.3B
  30. 1538
    J. W. Cole Advisors, Inc.Tampa, FL · 31,247 clientsBroker-dealer firmHybridJ.W. Cole Financial, Inc.
    Fidelity 100%
    $8.2B
  31. 1540
    Capital Investment Advisors, LLCAtlanta, GA · 6,014 clientsWealth manager
    Schwab 60%Fidelity 40%
    $8.2B
  32. 1543
    Proficio Capital Partners LLCNewton, MA · 160 clientsWealth manager
    Fidelity 100%
    $8.2B
  33. 1545
    R M Davis IncPortland, ME · 2,437 clientsWealth manager
    Schwab 80%
    $8.2B
  34. 1553
    Marshfield AssociatesWashington, DC · 3,996 clientsWealth manager
    RBC 59%State Street 29%
    $8.1B
  35. 1562
    Annex Wealth Management, LLCBrookfield, WI · 6,802 clientsWealth manager
    Schwab 72%Fidelity 28%
    $8.1B
  36. 1563
    Crestwood AdvisorsBoston, MA · 1,128 clientsWealth managerAffiliated broker-dealer
    Fidelity 83%
    $8.0B
  37. 1566
    Howard Capital Management, LLCAlpharetta, GA · 10,608 clientsWealth managerHybrid
    Axos 54%Fidelity 46%
    $8.0B
  38. 1574
    RFG Advisory, LLCVestavia Hills, AL · 17,410 clientsWealth managerHybrid
    Schwab 66%Fidelity 34%
    $8.0B
  39. 1583
    Huntington Financial AdvisorsColumbus, OH · 42,398 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $7.9B
  40. 1585
    D.F. Dent and Company, Inc.Baltimore, MD · 1,185 clientsWealth managerHybrid
    Fidelity 57%PNC Wealth Management 43%
    $7.9B

RIAs by state