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Est. 2026The front page of wealth managementNew York

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IN 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 nextFP Why AI might recommend your competitor instead of you
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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

627 firms manage $3.9 trillionBNY Pershing

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. 1784
    Douglass Winthrop Advisors LLCNew York, NY · 1,327 clientsWealth managerPublic-company owned
    Schwab 50%Pershing 50%
    $6.5B
  2. 1787
    NWF Advisory Services IncLOS Angeles, CA · 11,433 clientsWealth managerHybrid
    Pershing 100%
    $6.4B
  3. 1809
    Kovack Advisors, Inc.Ft. Lauderdale, FL · 13,293 clientsWealth managerHybridKovack Securities Inc.
    Fidelity 70%Pershing 30%
    $6.3B
  4. 1858
    Ashton Thomas Private WealthScottsdale, AZ · 3,229 clientsWealth managerHybridAshton Thomas Securities, LLC
    Pershing 44%Schwab 34%
    $6.0B
  5. 1871
    Reaves Asset ManagementJersey City, NJ · 283 clientsAsset managerHybrid
    Pershing 55%RBC 45%
    $5.9B
  6. 1881
    T. Rowe Price Advisory Services, Inc.Owings Mills, MD · 13,517 clientsWealth managerPublic-company ownedHybridT. Rowe Price Investment Services, Inc.
    Pershing 100%
    $5.9B
  7. 1906
    Mayflower AdvisorsBoston, MA · 1,225 clientsAsset managerHybrid
    Fidelity 55%Pershing 32%
    $5.8B
  8. 1935
    Brave Warrior Advisors, LLCNew York, NY · 116 clientsWealth manager
    Pershing 81%
    $5.6B
  9. 1950
    BalentineAtlanta, GA · 464 clientsWealth manager
    Pershing 100%
    $5.5B
  10. 1957
    71 West Capital PartnersBoston, MA · 173 clientsWealth managerWrap sponsor
    Pershing 100%
    $5.5B
  11. 1985
    Integrity Alliance, LLCUrbandale, IA · 10,885 clientsBroker-dealer firmHybridIntegrity Capital, LLC
    Schwab 56%Pershing 27%
    $5.4B
  12. 2012
    Family Manage LLCNew York, NY · 761 clientsAsset manager
    Pershing 97%
    $5.3B
  13. 2013
    Mainstay Capital Management, LLCGrand Blanc, MI · 3,454 clientsWealth manager
    Schwab 99%
    $5.3B
  14. 2045
    Bear Creek Asset Management, LLCDenver, CO · 189 clientsAsset managerHybridBear Creek Securities LLC
    Pershing 100%
    $5.2B
  15. 2048
    Legacy Advisors, LLCPlymouth Meeting, PA · 317 clientsWealth managerHybrid
    Pershing 83%
    $5.2B
  16. 2049
    Insigneo Advisory Services, LLCMiami, FL · 4,473 clientsAsset managerHybridHencorp, S.a De C.V., Insigneo Securities, LLC, clears through Pershing
    Pershing 100%
    $5.2B
  17. 2051
    Jefferies Investment Advisers LLCNew York, NY · 2,020 clientsAsset managerHybridJefferies LLC
    Pershing 100%
    $5.2B
  18. 2070
    Moran Wealth Management, LLCNaples, FL · 1,694 clientsWealth manager
    Pershing 100%
    $5.1B
  19. 2072
    Stonex Advisors Inc.Birmingham, AL · 9,843 clientsWealth managerPublic-company ownedHybridStonex Financial Inc., Stonex International Securities Inc., clears through Pershing, BofA Securities
    Stonex Financial 86%
    $5.1B
  20. 2078
    The Pacific Financial Group, Inc.Nashville, TN · 16,832 clientsWealth managerHybrid
    Fidelity Distributors Company 53%Schwab 28%
    $5.1B
  21. 2098
    Coastal Bridge AdvisorsWestport, CT · 1,997 clientsWealth managerAffiliated broker-dealer
    Pershing 66%Fidelity 34%
    $5.0B
  22. 2107
    Meridian Wealth Management, LLCLexington, KY · 5,533 clientsWealth manager
    Schwab 54%Pershing 42%
    $5.0B
  23. 2117
    Maseco Private WealthLondon, United Kingdom · 3,510 clientsWealth managerPublic-company owned
    Pershing 82%
    $5.0B
  24. 2166
    Foster Group, Inc.West DES Moines, IA · 2,101 clientsWealth manager
    Schwab 92%
    $4.8B
  25. 2200
    Bragg Financial Advisors IncCharlotte, NC · 1,613 clientsWealth manager
    Pershing 87%
    $4.7B
  26. 2238
    Zevenbergen Capital Investments LLCEdmonds, WA · 334 clientsAsset managerHybridVP Distributors, LLC
    Schwab 23%J.P. Morgan 22%
    $4.6B
  27. 2339
    Willis Investment Counsel IncGainesville, GA · 241 clientsAsset manager
    Pershing 72%Ascensus Broker Dealer Services 28%
    $4.2B
  28. 2354
    Texas Capital Bank Private Wealth AdvisorsDallas, TX · 735 clientsWealth managerBank-affiliatedHybridTcbi Securities, Inc.
    Pershing 94%
    $4.2B
  29. 2364
    Essex Financial Services, Inc.Essex, CT · 2,963 clientsWealth managerBank-affiliatedHybrid
    Fidelity 94%
    $4.2B
  30. 2375
    IPG Investment Advisors, LLCSAN Diego, CA · 1,282 clientsAsset managerHybridInvestment Placement Group, clears through Pershing
    Pershing 73%Pictet 27%
    $4.1B
  31. 2397
    Money Concepts Advisory ServicePalm Beach Gardens, FL · 17,032 clientsBroker-dealer firmHybridAbacus Investments, Inc., GWN Securities Inc., clears through Hilltop Securities
    Pershing 98%
    $4.1B
  32. 2407
    Permcap Investment OfficeCharleston, SC · 65 clientsWealth manager
    Schwab 63%Pershing 37%
    $4.0B
  33. 2445
    IMA Advisory Services, Inc.Denver, CO · 579 clientsAsset manager
    Pershing 74%Schwab 26%
    $3.9B
  34. 2449
    S.B. Value Partners, L.P.SAN Antonio, TX · 56 clientsAsset manager
    Pershing 100%
    $3.9B
  35. 2456
    Voya Financial Advisors, Inc.Windsor, CT · 16,336 clientsBroker-dealer firmHybridVoya Financial Partners, LLC, Voya Investments Distributor, LLC
    Pershing 83%
    $3.9B
  36. 2462
    Rubinbrown Advisors LLCSt. Louis, MO · 1,160 clientsWealth managerAffiliated broker-dealerRubinbrown Corporate Finance, LLC
    Schwab 94%
    $3.9B
  37. 2472
    HSBC Securities (USA) Inc.New York, NY · 12,108 clientsBroker-dealer firmHybrid
    Pershing 69%HSBC Bank USA 31%
    $3.8B
  38. 2514
    Ausdal Financial Partners, Inc.Davenport, IA · 16,572 clientsBroker-dealer firmHybrid
    Schwab 83%
    $3.7B
  39. 2554
    EhlersMinneapolis, MN · 300 clientsAsset manager
    Pershing 73%U.S. Bancorp Investments 27%
    $3.6B
  40. 2556
    Retirement Planners of AmericaPlano, TX · 5,657 clientsWealth managerWrap sponsor
    Pershing 100%
    $3.6B

RIAs by state