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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. 15417
    Retire Ready Wealth ManagementRadnor, PA · 535 clientsWealth manager
    Fidelity 100%
    $100M
  2. 15420
    Infinity Tax & Financial PlanningHuntsville, AL · 332 clientsWealth manager
    Schwab 84%
    $100M
  3. 15440
    Synergy CapitalFort Collins, CO · 74 clientsWealth manager
    Fidelity 100%
    $99M
  4. 15454
    Baytrust Wealth Management, LLCTampa, FL · 214 clientsWealth manager
    Fidelity 100%
    $98M
  5. 15456
    Snow Financial Management, LLC50 clientsWealth manager
    Fidelity 69%Schwab 31%
    $98M
  6. 15460
    Aspire Strategist Portfolios LLCNew York, NY · 6 clientsAsset manager
    Fidelity 100%
    $97M
  7. 15468
    CK Advisors, LLC40 clientsWealth manager
    Fidelity 100%
    $97M
  8. 15476
    Burke Wealth Management, LLCHouston, TX · 74 clientsWealth manager
    Schwab 84%
    $95M
  9. 15479
    Nosuris, Inc.Lynbrook, NY · 200 clientsWealth managerHybrid
    Betterment 50%Fidelity 50%
    $95M
  10. 15492
    Luesink Stenstrom FinancialNew York, NY · 50 clientsWealth manager
    Fidelity 100%
    $94M
  11. 15495
    Walnut Investment Services LLCBrooklyn, NY · 199 clientsWealth manager
    Fidelity 100%
    $94M
  12. 15506
    Wealthspan Investment Management, LLCGrand Rapids, MI · 326 clientsWealth manager
    Fidelity 79%
    $93M
  13. 15520
    Woodmont Advisory Group, Inc.298 clientsWealth manager
    Schwab 77%Fidelity 23%
    $92M
  14. 15522
    Buffalo First Wealth Management, LLCWilliamsville, NY · 583 clientsWealth manager
    Fidelity 72%Altruist 28%
    $92M
  15. 15534
    Pruneyard Financial Group, Inc.Cupertino, CA · 98 clientsWealth managerWrap sponsor
    Fidelity 91%
    $91M
  16. 15545
    Seraph Capital Associates, LLCBartlesville, OK · 445 clientsAsset manager
    Fidelity 51%Interactive Brokers 37%
    $90M
  17. 15550
    Seven Canyons Advisors, LLCSalt Lake City, UT · 4 clientsPrivate fund adviser
    BNY 75%Fidelity 25%
    $90M
  18. 15562
    Contego Capital Group, Inc.Edina, MN · 89 clientsAsset manager
    Fidelity 79%
    $88M
  19. 15566
    Pacific Global Investment Management CompanyGlendale, CA · 127 clientsWealth manager
    Schwab 69%Fidelity 31%
    $87M
  20. 15573
    LK Financial Planning LLCNew York, NY · 9 clientsWealth manager
    Fidelity 100%
    $87M
  21. 15592
    Lehmann, Livian, Fridson Advisors, LLCNew York, NY · 53 clientsWealth manager
    Schwab 51%Fidelity 49%
    $84M
  22. 15594
    Western New York Financial Group, LLCBuffalo, NY · 206 clientsWealth manager
    Schwab 51%Fidelity 49%
    $84M
  23. 15614
    L&l Partners Wealth Management, LLCSuffern, NY · 77 clientsWealth manager
    Fidelity 100%
    $82M
  24. 15621
    Investment Advisor Group124 clientsWealth manager
    Fidelity 100%
    $81M
  25. 15627
    Federal PrepBohemia, NY · 637 clientsWealth manager
    Schwab 56%Fidelity 43%
    $80M
  26. 15685
    Countryside Financial LLCWilliamsville, NY · 248 clientsWealth managerWrap sponsor
    Fidelity 78%
    $73M
  27. 15686
    Stewardship Partners Investment Counsel, Inc.142 clientsWealth manager
    Fidelity 87%
    $73M
  28. 15712
    Main Street FinancialPurchase, NY · 98 clientsWealth manager
    Fidelity 100%
    $71M
  29. 15714
    Axia Asset Management, LLC9 clientsWealth manager
    Fidelity 100%
    $71M
  30. 15749
    Shope Advisors GroupCamillus, NY · 86 clientsWealth managerHybrid
    Fidelity 100%
    $66M
  31. 15782
    Mountain View Strategic Wealth, LLCHopewell Junction, NY · 157 clientsWealth manager
    Fidelity 100%
    $63M
  32. 15830
    One Hopper Asset ManagementUtica, NY · 66 clientsWealth managerHybrid
    Fidelity 100%
    $58M
  33. 15837
    Paulo Financial Advisors, LLC36 clientsWealth manager
    Fidelity 100%
    $57M
  34. 15854
    Westmore Asset ManagementPearl River, NY · 7 clientsWealth manager
    J.P. Morgan 72%
    $54M
  35. 15865
    Visdom Investment Group LLCRye Brook, NY · 10 clientsWealth manager
    Schwab 47%J.P. Morgan 37%
    $53M
  36. 15885
    Sfumato Capital Management LLCNew York, NY · 3 clientsPrivate fund adviser
    Wells Fargo 52%Fidelity 48%
    $51M
  37. 15891
    Summer Creek Wealth Management, LLC51 clientsWealth manager
    Fidelity 100%
    $51M
  38. 15896
    Rise North Capital Investment AdvisorsBraintree, MA · 408 clientsWealth manager
    Schwab 98%
    $51M
  39. 15924
    American Wealth Administration Group LLCGlen Cove, NY · 167 clientsWealth manager
    Fidelity 100%
    $48M
  40. 15972
    Secure Investment Management, LLCTucson, AZ · 942 clientsWealth manager
    Fidelity 100%
    $43M

RIAs by state