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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

153 firms manage $796 billionFidelity Distributors Company

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. 4240
    Alden CapitalWayne, PA · 2,552 clientsWealth managerHybridJ. Alden Associates, Inc.
    Schwab 98%
    $1.5B
  2. 4258
    Drive Wealth AdvisersLehi, UT · 1,112 clientsWealth manager
    Fidelity Distributors Company 100%
    $1.5B
  3. 4913
    Leuthold Weeden Capital ManagementMinneapolis, MN · 200 clientsAsset managerHybrid
    Fidelity Distributors Company 62%
    $1.2B
  4. 4918
    Woodard & Co Asset Management Group IncBermuda RUN, NC · 1,832 clientsWealth managerWrap sponsor
    Fidelity Distributors Company 100%
    $1.2B
  5. 4927
    Manhattan West Asset Management, LLCLOS Angeles, CA · 383 clientsWealth managerWrap sponsorHybrid
    Schwab 79%
    $1.2B
  6. 5049
    Lynx Investment Advisory, LLCWashington, DC · 236 clientsWealth managerHybrid
    Schwab 52%Fidelity Distributors Company 48%
    $1.1B
  7. 5128
    FPL Capital Management, LLCMetairie, LA · 324 clientsWealth manager
    Schwab 54%Fidelity Distributors Company 46%
    $1.1B
  8. 5177
    RMC Investment AdvisorsWest Hartford, CT · 383 clientsWealth manager
    Fidelity Distributors Company 59%Fifth Third Bank 25%
    $1.1B
  9. 5196
    Talon LLCSAN Juan, PR · 1,921 clientsWealth manager
    Fidelity Distributors Company 67%Schwab 29%
    $1.1B
  10. 5247
    High Probability Advisors, LLCPittsford, NY · 398 clientsWealth manager
    Schwab 76%
    $1.0B
  11. 5343
    Nasdaq Dorsey WrightRichmond, VA · 840 clientsAsset managerAffiliated broker-dealerNPM Securities, LLC, Nasdaq Capital Markets Advisory LLC
    Wells Fargo 37%
    $1.0B
  12. 5420
    Ellis Investment Partners, LLCBerwyn, PA · 820 clientsWealth manager
    Fidelity Distributors Company 100%
    $987M
  13. 5433
    Avion WealthThe Woodlands, TX · 300 clientsWealth manager
    Schwab 71%Fidelity Distributors Company 29%
    $985M
  14. 5455
    Satovsky Asset Management LLCNew York, NY · 216 clientsWealth managerHybrid
    Fidelity Distributors Company 100%
    $975M
  15. 5492
    Intelligent Wealth Solutions LLCAustin, TX · 3,156 clientsWealth manager
    Fidelity Distributors Company 65%Schwab 35%
    $961M
  16. 5585
    Sky Investment Group LLCHartford, CT · 396 clientsWealth manager
    Schwab 69%
    $931M
  17. 5600
    Old Mission Investment Company, LLCTraverse City, MI · 1,055 clientsWealth manager
    Fidelity Distributors Company 100%
    $929M
  18. 5851
    Meridian Investment AdvisorsLittle Rock, AR · 233 clientsAsset manager
    Schwab 65%
    $862M
  19. 5908
    Baron Wealth Management, LLCTroy, MI · 145 clientsWealth manager
    Fidelity Distributors Company 56%Schwab 44%
    $847M
  20. 6137
    Marathon Capital ManagementHunt Valley, MD · 286 clientsWealth manager
    Schwab 87%
    $790M
  21. 6225
    Bruton Chisnell Advisors, LLCDowningtown, PA · 630 clientsWealth managerHybrid
    Fidelity Distributors Company 100%
    $772M
  22. 6316
    Westwood Wealth ManagementDallas, TX · 452 clientsPrivate fund adviserHybridSalient Capital L.P.
    Schwab 56%U.S. Bank 39%
    $750M
  23. 6406
    Schwarz Dygos Wheeler Investment Advisors LLCMinneapolis, MN · 525 clientsWealth manager
    Fidelity Distributors Company 100%
    $730M
  24. 6598
    Plan Group Financial, Inc.Oklahoma City, OK · 1,221 clientsWealth managerHybrid
    Schwab 70%Fidelity Distributors Company 30%
    $690M
  25. 6611
    Alliance Advisory & Securities, LLCWestlake Village, CA · 675 clientsWealth manager
    Fidelity Distributors Company 100%
    $687M
  26. 6682
    The Goff Financial GroupHouston, TX · 226 clientsWealth manager
    Schwab 83%
    $674M
  27. 6780
    Rock Point Advisors, LLCBurlington, VT · 243 clientsWealth manager
    Schwab 88%
    $656M
  28. 6909
    Carlson FinancialTopeka, KS · 1,097 clientsWealth manager
    Fidelity Distributors Company 100%
    $632M
  29. 6932
    Meridian Investment Advisors, Inc.Indianapolis, IN · 627 clientsWealth manager
    Fidelity Distributors Company 100%
    $628M
  30. 7013
    Freedom DAY Solutions, LLCHouston, TX · 421 clientsWealth manager
    Fidelity Distributors Company 100%
    $615M
  31. 7028
    Capital A Wealth ManagementCranberry TWP., PA · 1,162 clientsWealth managerWrap sponsorHybrid
    Schwab 95%
    $613M
  32. 7050
    Stonemark Wealth ManagementPasadena, CA · 411 clientsWealth managerHybrid
    Fidelity Distributors Company 57%Schwab 43%
    $610M
  33. 7146
    Hoxton Planning & Management, LLCShepherdstown, WV · 392 clientsWealth manager
    Fidelity Distributors Company 82%
    $592M
  34. 7194
    Twin Peaks Wealth Advisors431 clientsWealth managerHybrid
    Schwab 67%Fidelity Distributors Company 33%
    $585M
  35. 7232
    EPG Wealth Management LLCAtlanta, GA · 1,194 clientsWealth managerHybrid
    Fidelity Distributors Company 47%Schwab 32%
    $579M
  36. 7302
    ACT Wealth Management, LLCAllen, TX · 264 clientsWealth manager
    Schwab 92%
    $569M
  37. 7314
    Mascoma Wealth ManagementHanover, NH · 477 clientsWealth managerBank-affiliated
    Fidelity Distributors Company 100%
    $568M
  38. 7528
    Gallacher Capital Management, LLCLone Tree, CO · 516 clientsWealth manager
    Fidelity Distributors Company 67%Schwab 33%
    $539M
  39. 7640
    Mowery & Schoenfeld Wealth Management, LLCLincolnshire, IL · 180 clientsWealth manager
    Fidelity Distributors Company 100%
    $524M
  40. 7682
    Seldon Capital LPSAN Francisco, CA · 3 clientsPrivate fund adviser
    Fidelity Distributors Company 77%Schwab 23%
    $518M

RIAs by state