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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

378 firms manage $798 billionLPL Financial

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. 3415
    Clearbridge Investments (north America) PTY LimitedSydney, Australia · 19 clientsPrivate fund adviserAffiliated broker-dealerFranklin Distributors, LLC, Franklin Templeton Investments Corp.
    J.P. Morgan 50%Northern Trust 36%
    $2.2B
  2. 3430
    Golden State Wealth Management, LLCPowell, WY · 4,192 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $2.2B
  3. 3700
    SCSBellevue, WA · 2,493 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $1.9B
  4. 3788
    IAG Wealth Partners, LLCWaukesha, WI · 2,356 clientsWealth managerHybrid
    LPL Financial 100%
    $1.9B
  5. 3827
    Independence Square Holdings, LLCKing of Prussia, PA · 2,648 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $1.8B
  6. 3919
    Intrua FinancialHouston, TX · 3,380 clientsWealth managerWrap sponsorHybridLarson Financial Securities, LLC
    LPL Financial 80%
    $1.7B
  7. 4076
    Trivium Point Advisory, LLCWilton, CT · 850 clientsWealth managerHybrid
    Schwab 60%LPL Financial 25%
    $1.6B
  8. 4133
    Marshall + Sterling Wealth Advisors, Inc.Poughkeepsie, NY · 902 clientsAsset managerHybrid
    LPL Financial 100%
    $1.6B
  9. 4146
    Petersen Hastings Wealth Advisors, Inc.Kennewick, WA · 1,309 clientsWealth manager
    LPL Financial 68%
    $1.6B
  10. 4205
    Strategic Wealth GroupEden Prairie, MN · 3,557 clientsWealth managerHybridLPL Financial LLC
    LPL Financial 88%
    $1.5B
  11. 4300
    Cullinan Associates, Inc.Louisville, KY · 632 clientsWealth managerWrap sponsorHybridChurchill Financial, LLC
    UBS 64%
    $1.5B
  12. 4337
    Forge FinancialEdmond, OK · 4,683 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $1.5B
  13. 4352
    Valley Wealth Strategies, LLCLodi, CA · 4,055 clientsWealth managerHybrid
    Schwab 66%
    $1.4B
  14. 4354
    Apollon Financial, LLCMount Pleasant, SC · 1,258 clientsWealth managerHybrid
    LPL Financial 76%
    $1.4B
  15. 4479
    The Pinnacle Financial GroupRockville Centre, NY · 3,208 clientsWealth managerHybrid
    LPL Financial 97%
    $1.4B
  16. 4485
    Shepherd Financial Partners, LLCWinchester, MA · 767 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $1.4B
  17. 4543
    Symphony Financial, LTD. Co.Houston, TX · 2,850 clientsWealth managerWrap sponsorHybrid
    LPL Financial 77%Schwab 23%
    $1.4B
  18. 4607
    Second Line Capital, LLCMetairie, LA · 1,196 clientsWealth managerWrap sponsorHybrid
    LPL Financial 52%Schwab 48%
    $1.3B
  19. 4672
    Ibex Wealth Advisors, LLCWest Palm Beach, FL · 892 clientsWealth managerHybrid
    LPL Financial 100%
    $1.3B
  20. 4756
    Northwest Financial Advisors LLCHerndon, VA · 1,915 clientsWealth managerBank-affiliatedHybridNorthwest Financial Group LLC
    LPL Financial 100%
    $1.2B
  21. 4761
    KPP Advisory Services LLCLouisville, KY · 3,995 clientsWealth managerHybrid
    LPL Financial 100%
    $1.2B
  22. 4778
    KWB WealthRedlands, CA · 1,971 clientsWealth managerHybrid
    LPL Financial 100%
    $1.2B
  23. 4880
    Founders Financial Alliance, LLCRaleigh, NC · 2,412 clientsWealth managerHybrid
    LPL Financial 64%
    $1.2B
  24. 4881
    Tvamp, LLCKnoxville, TN · 2,553 clientsWealth managerHybrid
    LPL Financial 88%
    $1.2B
  25. 4957
    Corevision Financial GroupShelbyville, IN · 1,310 clientsWealth managerHybrid
    LPL Financial 100%
    $1.2B
  26. 5053
    Smith Brothers Financial, LLCGlastonbury, CT · 494 clientsAsset managerHybrid
    LPL Financial 91%
    $1.1B
  27. 5147
    Horizon Wealth ManagementLa Grange, IL · 1,306 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $1.1B
  28. 5200
    Clearview Financial PartnersRadnor, PA · 669 clientsWealth managerHybrid
    LPL Financial 58%Schwab 42%
    $1.1B
  29. 5259
    Red Oak Financial GroupTowson, MD · 1,202 clientsWealth managerHybrid
    LPL Financial 68%Vanguard 32%
    $1.0B
  30. 5341
    Navigation Group LLCRedwood Shores, CA · 342 clientsWealth managerHybrid
    LPL Financial 100%
    $1.0B
  31. 5342
    Vertex PartnersDowners Grove, IL · 843 clientsWealth managerWrap sponsorHybrid
    LPL Financial 56%Schwab 44%
    $1.0B
  32. 5469
    Bentoak CapitalWeatherford, TX · 798 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $970M
  33. 5509
    Focus Investment Advisors, IncSolana Beach, CA · 36 clientsAsset managerHybrid
    LPL Financial 100%
    $956M
  34. 5584
    PCG Wealth ManagementOverland Park, KS · 1,959 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $931M
  35. 5608
    Strategic Financial Concepts, LLCSAN Antonio, TX · 3,824 clientsWealth managerHybrid
    LPL Financial 52%Schwab 47%
    $928M
  36. 5685
    Riverpoint Wealth ManagementChicago, IL · 216 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $906M
  37. 5686
    South Street Advisors, LLCNew York, NY · 138 clientsWealth manager
    Deutsche Bank Trust Company Americas 35%Schwab 32%
    $906M
  38. 5692
    Convergence FinancialColumbia, MO · 2,714 clientsWealth managerHybrid
    LPL Financial 100%
    $904M
  39. 5694
    Formidable Asset Management, LLCCincinnati, OH · 900 clientsWealth manager
    Raymond James 52%LPL Financial 26%
    $903M
  40. 5701
    Flaharty Asset Management, LLCClearwater, FL · 1,130 clientsWealth managerWrap sponsorHybrid
    LPL Financial 99%
    $902M

RIAs by state