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FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch next
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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. 11984
    Wealthcare Asset Management, LLCSpringfield, MO · 603 clientsWealth manager
    Schwab 95%
    $211M
  2. 12244
    Capital Asset Management, Inc.Columbus, OH · 124 clientsWealth manager
    Fidelity Distributors Company 99%
    $200M
  3. 12289
    D & P Investment Advisors, LTD.Wakefield, RI · 247 clientsWealth manager
    Fidelity Distributors Company 100%
    $198M
  4. 12435
    The Archer Consulting Group, LLCThibodaux, LA · 115 clientsWealth managerWrap sponsor
    Fidelity Distributors Company 100%
    $192M
  5. 12447
    Pierson Wealth ManagementAtlanta, GA · 260 clientsWealth manager
    Raymond James 78%
    $192M
  6. 12520
    Elm3 Financial Group, LLCAlpharetta, GA · 287 clientsWealth manager
    Fidelity Distributors Company 100%
    $189M
  7. 12564
    SFG Wealth Advisors, LLCTampa, FL · 251 clientsWealth managerHybridThe Strategic Financial Alliance, Inc.
    Fidelity Distributors Company 53%Schwab 47%
    $188M
  8. 12614
    Retirement Financial Group, LLCBeaumont, TX · 440 clientsWealth manager
    Fidelity Distributors Company 100%
    $186M
  9. 12624
    First Mason Financial, LLCMedina, OH · 383 clientsWealth manager
    Fidelity Distributors Company 99%
    $186M
  10. 12733
    Lakeshore Capital Group, Inc.Rolling Meadows, IL · 230 clientsWealth manager
    Fidelity Distributors Company 100%
    $181M
  11. 12797
    Palm Wealth PartnersBoca Raton, FL · 696 clientsWealth manager
    Fidelity Distributors Company 100%
    $179M
  12. 12853
    Familywealth Asset ManagementLake Mary, FL · 421 clientsWealth manager
    Fidelity Distributors Company 47%Austin Capital Trust 39%
    $177M
  13. 13042
    Hoover Private Wealth, LLCRoyal Oak, MI · 222 clientsAsset manager
    Fidelity Distributors Company 100%
    $171M
  14. 13121
    Zinnia Wealth Advisory, LLCOcala, FL · 512 clientsWealth manager
    Fidelity Distributors Company 100%
    $169M
  15. 13413
    Sonoma Private Wealth LLCNovato, CA · 85 clientsWealth manager
    Schwab 63%Fidelity Distributors Company 37%
    $158M
  16. 13533
    Lake Avenue Financial LLCPasadena, CA · 294 clientsWealth manager
    Altruist 52%Fidelity Distributors Company 45%
    $155M
  17. 13541
    Diversified Planning Strategies Advisors LLCRoseland, NJ · 364 clientsWealth manager
    Schwab 86%
    $154M
  18. 13551
    Maggi Investment Services, LLCOldmar, FL · 515 clientsWealth managerHybrid
    Schwab 99%
    $154M
  19. 13641
    Sunrise Financial Services LLCBurien, WA · 271 clientsWealth managerHybrid
    Fidelity Distributors Company 100%
    $151M
  20. 13683
    Union Capital CompanyTucson, AZ · 414 clientsBroker-dealer firmHybrid
    RBC 82%
    $150M
  21. 13794
    MFG Investments, LLCMedford, NJ · 344 clientsWealth managerHybrid
    Fidelity Distributors Company 100%
    $146M
  22. 13845
    Daniel Krug & AssociatesClarkston, MI · 192 clientsWealth manager
    Fidelity Distributors Company 100%
    $145M
  23. 14043
    Cravens Brothers Private Wealth Management LLCDallas, TX · 44 clientsWealth manager
    Fidelity Distributors Company 100%
    $139M
  24. 14223
    Reliance Wealth ManagementSAN Antonio, TX · 302 clientsWealth manager
    Schwab 99%
    $134M
  25. 14325
    Sterling Bridge Financial Group LLCPalm Harbor, FL · 827 clientsWealth manager
    Fidelity Distributors Company 100%
    $131M
  26. 14477
    Shadowridge Asset Management, LLCAustin, TX · 614 clientsWealth manager
    Axos 76%Fidelity Distributors Company 24%
    $127M
  27. 14677
    Allen Financial ManagementOxford, MI · 288 clientsWealth managerHybrid
    Fidelity Distributors Company 100%
    $121M
  28. 14727
    K2 Wealth Management LLCChicago, IL · 70 clientsWealth manager
    Fidelity Distributors Company 68%Schwab 32%
    $120M
  29. 14791
    HMS Financial Services, LLCColumbia, SC · 228 clientsWealth manager
    Fidelity Distributors Company 100%
    $119M
  30. 14829
    Integra Wealth Advisors, LLCHouston, TX · 58 clientsWealth manager
    Fidelity Distributors Company 100%
    $117M
  31. 15132
    Peak Financial Management, Inc.Broomfield, CO · 156 clientsWealth manager
    Fidelity Distributors Company 100%
    $109M
  32. 15558
    Shfp, LLC25 clientsWealth manager
    Fidelity Distributors Company 100%
    $89M
  33. 16040
    Select Investment Solutions, LLCWashington, DC · 32 clientsAsset manager
    Fidelity Distributors Company 88%
    $37M

RIAs by state