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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

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. 2622
    Arvest Wealth ManagementLowell, AR · 6,810 clientsBroker-dealer firmHybrid
    Pershing 100%
    $3.4B
  2. 2646
    Westfuller Advisors, LLCNew York, NY · 88 clientsAsset managerAffiliated broker-dealerCeladon Financial Group LLC, clears through RBC Capital Markets, Wedbush
    Pershing 69%Northern Trust 31%
    $3.4B
  3. 2699
    Blbb AdvisorsMontgomeryville, PA · 1,632 clientsWealth manager
    Pershing 73%
    $3.3B
  4. 2711
    Chilton Capital Management LLCHouston, TX · 982 clientsWealth managerHybrid
    Schwab 72%Pershing 28%
    $3.2B
  5. 2719
    Cumberland AdvisorsSarasota, FL · 1,236 clientsWealth managerBank-affiliated
    Morgan Stanley 27%
    $3.2B
  6. 2725
    Trust Asset Management LLCHouston, TX · 155 clientsPrivate fund adviser
    Pershing 100%
    $3.2B
  7. 2743
    Csenge Advisory Group, LLCClearwater, FL · 7,199 clientsWealth managerHybrid
    Fidelity 50%Pershing 33%
    $3.2B
  8. 2841
    Mmbg Investment Advisors Co.Miami, FL · 139 clientsWealth manager
    Morgan Stanley 33%J.P. Morgan 32%
    $3.0B
  9. 2847
    Retirement Income Solutions, Inc.ANN Arbor, MI · 1,274 clientsWealth manager
    Pershing 52%Tiaa-Cref Individual & Institutional Services 48%
    $3.0B
  10. 2911
    Meeder Advisory Services, Inc.Dublin, OH · 3,636 clientsWealth managerWrap sponsorHybridMeeder Distribution Services, Inc.
    Pershing 45%Schwab 43%
    $2.9B
  11. 2918
    Port Capital LLCChicago, IL · 482 clientsAsset manager
    Pershing 85%
    $2.9B
  12. 2923
    Key Financial, Inc.West Chester, PA · 1,418 clientsWealth managerHybrid
    Pershing 100%
    $2.8B
  13. 2961
    Rothschild InvestmentChicago, IL · 1,246 clientsBroker-dealer firmHybrid
    Pershing 88%
    $2.8B
  14. 2970
    LRI InvestmentsPalm Beach Gardens, FL · 582 clientsWealth managerHybrid
    Pershing 0%
    $2.8B
  15. 3009
    Bill FEW Associates, Inc.Sewickley, PA · 2,972 clientsWealth managerWrap sponsor
    Pershing 100%
    $2.7B
  16. 3014
    ARS Investment Partners, LLCNew York, NY · 380 clientsWealth managerAffiliated broker-dealerVentum Financial (US) Corp., Ventum Financial Corp
    Pershing 100%
    $2.7B
  17. 3018
    Sagewood Asset Management LPNew York, NY · 255 clientsWealth manager
    Stifel, Nicolaus & Company, Incorporated 43%Morgan Stanley 41%
    $2.7B
  18. 3038
    Valley Wealth Managers, Inc.Paramus, NJ · 969 clientsWealth managerBank-affiliatedHybridValley Financial Management, Inc.
    Schwab 65%Pershing 24%
    $2.7B
  19. 3080
    First Citizens Investor Services, Inc.Raleigh, NC · 7,645 clientsBroker-dealer firmHybridFirst Citizens Capital Securities, LLC, First Citizens Investor Services, Inc.
    Pershing 100%
    $2.6B
  20. 3084
    Cozad Asset Management IncChampaign, IL · 2,178 clientsWealth manager
    Pershing 100%
    $2.6B
  21. 3125
    Basso Capital Management, L.P.Stamford, CT · 115 clientsWealth manager
    Pershing 52%Schwab 34%
    $2.6B
  22. 3139
    Creativeone Securities, LLCOverland Park, KS · 12,485 clientsBroker-dealer firmHybrid
    Pershing 65%Schwab 35%
    $2.5B
  23. 3156
    Stonebridge Capital Advisors LLCSt. Paul, MN · 1,674 clientsWealth manager
    Schwab 50%Pershing 35%
    $2.5B
  24. 3260
    Sandhill Investment ManagementBuffalo, NY · 2,110 clientsWealth manager
    Schwab 97%
    $2.4B
  25. 3268
    Capital Investment Advisory Services, LLCRaleigh, NC · 6,276 clientsWealth managerHybridCapital Investment Brokerage, Inc., Capital Investment Group, Inc.
    Schwab 50%Pershing 50%
    $2.4B
  26. 3278
    Swan Global Investments, LLCDurango, CO · 1,231 clientsAsset managerHybrid
    Schwab 69%Pershing 31%
    $2.4B
  27. 3279
    Swan Global ManagementHumacao, PR · 1,231 clientsAsset manager
    Schwab 69%Pershing 31%
    $2.4B
  28. 3281
    McInroy & Wood LimitedHaddington, East Lothian, United Kingdom · 1,002 clientsWealth manager
    Pershing 100%
    $2.4B
  29. 3300
    Stairway Partners, LLCMinneapolis, MN · 58 clientsAsset manager
    Midwest Institutional Trust 70%Pershing 30%
    $2.4B
  30. 3317
    Baldwin Wealth Partners, LLCMarion, MA · 809 clientsWealth manager
    Pershing 71%Schwab 29%
    $2.3B
  31. 3341
    Willow Creek Wealth Management, Inc.Sebastopol, CA · 1,068 clientsWealth manager
    Schwab 67%Pershing 33%
    $2.3B
  32. 3342
    EFG Private Wealth Management (americas) Corp.Miami, FL · 479 clientsAsset managerHybridEFG Capital International Corp.
    EFG Bank AG 44%Pershing 42%
    $2.3B
  33. 3347
    TLG Advisors, Inc.Summit, NJ · 5,161 clientsWealth managerHybridThe Leaders Group, Inc.
    SEI 49%
    $2.3B
  34. 3371
    YHB Investment Advisors IncWest Hartford, CT · 1,182 clientsWealth manager
    Pershing 53%Schwab 47%
    $2.3B
  35. 3424
    Detalus Advisors, LLCSt. Louis, MO · 707 clientsAsset manager
    Central Bank 57%Pershing 43%
    $2.2B
  36. 3434
    Advisors Asset Management, Inc.Monument, CO · 1,505 clientsBroker-dealer firmHybridBentallgreenoak Real Estate US LLC, MFS Fund Distributors, Inc.
    Fidelity 61%Schwab 25%
    $2.2B
  37. 3443
    John Hancock Personal Financial Services, LLCBoston, MA · 35,589 clientsWealth managerBank-affiliatedHybridJohn Hancock Distributors LLC, John Hancock Investment Management Distributors LLC
    John Hancock Trust Company 58%Pershing 42%
    $2.2B
  38. 3472
    Zuckerman Investment GroupChicago, IL · 439 clientsWealth manager
    Schwab 54%Pershing 28%
    $2.2B
  39. 3524
    Navy Federal Investment Services, LLCVienna, VA · 7,424 clientsBroker-dealer firmHybrid
    Pershing 100%
    $2.1B
  40. 3526
    Ameraudi Asset Management, Inc.New York, NY · 968 clientsWealth managerBank-affiliatedHybridAmeraudi Investment Services LLC, clears through Pershing
    Pershing 65%Stonex Financial 26%
    $2.1B

RIAs by state