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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

323 firms manage $1.4 trillionRaymond James

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. 3850
    GDS Wealth ManagementFlower Mound, TX · 1,082 clientsWealth manager
    Raymond James 100%
    $1.8B
  2. 3899
    Caliber Wealth Management, LLCOverland Park, KS · 1,668 clientsWealth manager
    Raymond James 76%Schwab 24%
    $1.8B
  3. 3933
    Meridian Wealth Advisors, LLCAustin, TX · 336 clientsWealth manager
    Fidelity 61%Raymond James 39%
    $1.7B
  4. 3988
    MAG CapRidgeland, MS · 1,566 clientsWealth managerHybrid
    Raymond James 100%
    $1.7B
  5. 4004
    Advyzon Investment Management, LLCLisle, IL · 61 clientsAsset manager
    Schwab 68%
    $1.7B
  6. 4005
    CPC Advisors, LLCAtlanta, GA · 981 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $1.7B
  7. 4084
    The Nemes Rush Group, LLCNovi, MI · 881 clientsWealth managerWrap sponsorHybrid
    Raymond James 99%
    $1.6B
  8. 4101
    The Gleason Group, Inc.Prospect, KY · 276 clientsWealth manager
    Raymond James 100%
    $1.6B
  9. 4116
    Beam Wealth Advisors, Inc.Covington, LA · 2,258 clientsWealth managerHybrid
    Fidelity 49%Raymond James 36%
    $1.6B
  10. 4203
    Roseman Wagner Wealth ManagementRocklin, CA · 622 clientsWealth managerWrap sponsor
    Raymond James 100%
    $1.5B
  11. 4208
    Trinity Strategic WealthTulsa, OK · 1,763 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $1.5B
  12. 4246
    Cougar Global InvestmentsToronto, Canada · 8,630 clientsAsset managerAffiliated broker-dealerCarillon Fund Distributors, Inc., Cebile Capital LLP
    Raymond James 100%
    $1.5B
  13. 4348
    Keating Financial Advisory ServicesManhattan, KS · 5,285 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $1.5B
  14. 4409
    Fourstar Wealth Advisors, LLCChicago, IL · 1,798 clientsWealth managerHybrid
    Schwab 84%
    $1.4B
  15. 4483
    Level Four Capital ManagementDallas, TX · 3,533 clientsWealth managerWrap sponsorHybridCRI M&a Advisors, LLC, Level Four Financial, LLC
    Raymond James 76%
    $1.4B
  16. 4556
    Intellus Advisors, LLCNaples, FL · 1,029 clientsWealth managerWrap sponsor
    Raymond James 100%
    $1.4B
  17. 4620
    Professional Planning GroupWesterly, RI · 1,292 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $1.3B
  18. 4628
    Barnes Pettey Financial Advisors, LLCClarksdale, MS · 3,303 clientsWealth manager
    Raymond James 100%
    $1.3B
  19. 4810
    Parkway Wealth Management Group, LLCPlano, TX · 1,342 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $1.2B
  20. 4842
    Chicago Oakbrook Financial GroupOak Brook, IL · 1,380 clientsWealth manager
    Raymond James 100%
    $1.2B
  21. 4878
    Aspire Growth Partners LLC958 clientsWealth manager
    Raymond James 100%
    $1.2B
  22. 4880
    Founders Financial Alliance, LLCRaleigh, NC · 2,412 clientsWealth managerHybrid
    LPL Financial 64%
    $1.2B
  23. 4885
    Nuverse Advisors LLCHallandale Beach, FL · 46 clientsPrivate fund adviser
    Wells Fargo 91%
    $1.2B
  24. 4942
    Lake StreetChicago, IL · 613 clientsWealth managerHybrid
    Raymond James 66%Schwab 34%
    $1.2B
  25. 5058
    Bearing Point CapitalRichfield, MN · 236 clientsWealth manager
    Raymond James 100%
    $1.1B
  26. 5081
    The Clarus GroupHouston, TX · 613 clientsWealth manager
    Fidelity 59%Raymond James 41%
    $1.1B
  27. 5131
    Sovereign Financial Group, Inc.Stamford, CT · 1,312 clientsWealth managerHybrid
    Raymond James 84%
    $1.1B
  28. 5188
    Uptick Partners, LLCNacogdoches, TX · 1,139 clientsWealth manager
    Pershing 47%Schwab 40%
    $1.1B
  29. 5208
    Form Wealth Advisors, LLCLake Geneva, WI · 794 clientsWealth manager
    Raymond James 100%
    $1.1B
  30. 5297
    John Moore & Associates IncAlbuquerque, NM · 729 clientsWealth manager
    Raymond James 100%
    $1.0B
  31. 5305
    Bass and Bell, Inc.Little Rock, AR · 373 clientsWealth manager
    Raymond James 100%
    $1.0B
  32. 5410
    Riverview Research, LLCIndependence, OH · 34 clientsAsset manager
    Raymond James 59%Schwab 41%
    $991M
  33. 5458
    Lebenthal Global Advisors, LLCHauppauge, NY · 2,465 clientsWealth managerWrap sponsorHybridLebenthal Financial Services, Inc.
    Raymond James 56%Schwab 44%
    $972M
  34. 5561
    Stonebrook Private LLCNorthville, MI · 596 clientsWealth managerWrap sponsor
    Raymond James 100%
    $937M
  35. 5568
    Uniting Wealth PartnersDenver, CO · 854 clientsWealth manager
    Raymond James 76%Schwab 24%
    $935M
  36. 5672
    Cullen Investment GroupLafayette, LA · 611 clientsWealth manager
    Raymond James 100%
    $910M
  37. 5694
    Formidable Asset Management, LLCCincinnati, OH · 900 clientsWealth manager
    Raymond James 52%LPL Financial 26%
    $903M
  38. 5731
    The Millstone Evans Group, LLCBoulder, CO · 654 clientsWealth managerWrap sponsor
    Raymond James 100%
    $893M
  39. 5757
    Erguz, LLCThe Woodlands, TX · 51 clientsWealth manager
    Raymond James 43%Morgan Stanley 40%
    $889M
  40. 5770
    CFM Wealth Partners LLCAustin, TX · 280 clientsWealth manager
    Raymond James 100%
    $886M

RIAs by state