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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas 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

6,418 firms manage $13.6 trillionCharles Schwab

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. 1177
    Appleton Partners, Inc.Boston, MA · 6,112 clientsAsset manager
    Schwab 48%Fidelity 29%J.P. Morgan 24%
    $13B
  2. 1178
    The Caprock Group, LLCBoise, ID · 436 clientsWealth manager
    Fidelity 58%Schwab 42%
    $12B
  3. 1179
    Williams Jones Wealth Management, LLCNew York, NY · 1,754 clientsWealth managerAffiliated broker-dealer
    Schwab 56%Fidelity 28%
    $12B
  4. 1193
    Advisors Capital Management, LLCRidgewood, NJ · 18,140 clientsWealth manager
    Fidelity 58%LPL Financial 27%
    $12B
  5. 1196
    Northrock Partners, LLCMinneapolis, MN · 4,811 clientsWealth managerWrap sponsor
    Schwab 79%
    $12B
  6. 1197
    LNWSeattle, WA · 1,149 clientsWealth manager
    Schwab 100%
    $12B
  7. 1199
    Mairs & PowerSt. Paul, MN · 773 clientsAsset managerHybrid
    Schwab 85%
    $12B
  8. 1201
    Conrad Siegel Investment AdvisorsHarrisburg, PA · 570 clientsAsset manager
    Tiaa-Cref 41%Schwab 34%Empower Advisory Group 24%
    $12B
  9. 1203
    Soltis Investment Advisors, LLCSt. George, UT · 5,414 clientsWealth manager
    Fidelity 75%Schwab 25%
    $12B
  10. 1206
    Forvis Mazars Wealth Advisors, LLCSpringfield, MO · 4,584 clientsWealth managerAffiliated broker-dealerForvis Mazars Capital Advisors, LLC
    Schwab 100%
    $12B
  11. 1216
    Hub Investment Partners, LLCAustin, TX · 6,127 clientsWealth managerAffiliated broker-dealerHub International Investment Services Inc.
    Schwab 87%
    $12B
  12. 1221
    Stonebridge Advisors LLCWilton, CT · 255 clientsAsset managerHybridFirst Trust Portfolios L.P.
    Schwab 44%UBS 43%
    $12B
  13. 1222
    Akre Capital Management, LLCMiddleburg, VA · 220 clientsAsset managerHybrid
    Schwab 58%Fidelity 42%
    $12B
  14. 1239
    Gateway Investment Advisers, LLCCincinnati, OH · 318 clientsAsset managerAffiliated broker-dealerNatixis Distribution, LLC
    Schwab 41%Northern Trust 40%
    $12B
  15. 1240
    Curi Capital, LLCChicago, IL · 2,960 clientsWealth managerHybrid
    Fidelity 82%
    $12B
  16. 1241
    Cullen Capital Management, LLCNew York, NY · 8,417 clientsWealth managerHybrid
    J.P. Morgan 44%UBS 30%Schwab 26%
    $12B
  17. 1242
    Krane Funds Advisors, LLCNew York, NY · 52 clientsAsset managerHybrid
    Schwab 100%
    $12B
  18. 1243
    Apollon Wealth Management, LLCMount Pleasant, SC · 8,389 clientsWealth managerHybrid
    Schwab 49%Fidelity 24%
    $12B
  19. 1247
    Everett Harris & CoLOS Angeles, CA · 743 clientsWealth manager
    Merrill / Bank of America 73%Schwab 27%
    $12B
  20. 1256
    Gerber/taylor Management LLCMemphis, TN · 95 clientsPrivate fund adviser
    Schwab 100%
    $11B
  21. 1258
    Fiduciary Management, Inc.Milwaukee, WI · 570 clientsAsset manager
    Northern Trust 54%Schwab 25%
    $11B
  22. 1260
    Vanguard Personalized Indexing ManagementOakland, CA · 205 clientsAsset managerHybridVanguard Marketing Corporation
    Schwab 64%Fidelity 36%
    $11B
  23. 1264
    Bridges Investment Management IncOmaha, NE · 1,875 clientsAsset manager
    Bridges Trust 70%Schwab 30%
    $11B
  24. 1266
    Perigon Wealth Management, LLCSAN Francisco, CA · 5,664 clientsWealth managerHybrid
    Schwab 69%Fidelity 31%
    $11B
  25. 1280
    Apella WealthWest Hartford, CT · 8,503 clientsWealth manager
    Schwab 80%
    $11B
  26. 1281
    Pure Financial Advisors, LLCSAN Diego, CA · 7,509 clientsWealth manager
    Schwab 53%Fidelity 47%
    $11B
  27. 1282
    Asset Preservation Advisors, LLCAtlanta, GA · 3,029 clientsWealth managerHybrid
    Schwab 36%Pershing 35%UBS 28%
    $11B
  28. 1283
    Adhesion Wealth Advisor SolutionsCharlotte, NC · 113 clientsAsset managerAffiliated broker-dealerAssetmark Brokerage, LLC
    Schwab 75%Fidelity 25%
    $11B
  29. 1294
    Modern Wealth Management, LLCKansas City, MO · 11,934 clientsWealth managerHybrid
    Schwab 81%
    $11B
  30. 1304
    ACR Alpine Capital Research, LLCSt. Louis, MO · 7,171 clientsAsset managerHybrid
    Schwab 51%Wells Fargo 28%
    $11B
  31. 1309
    Ferguson Wellman Capital Management, Inc.Portland, OR · 1,085 clientsWealth manager
    Schwab 100%
    $11B
  32. 1310
    Plancorp, LLCSaint Louis, MO · 2,383 clientsWealth manager
    Schwab 82%
    $11B
  33. 1329
    Pinnacle Associates, LTD.New York, NY · 2,325 clientsAsset manager
    Schwab 75%Fidelity 25%
    $10B
  34. 1332
    Shuster Advisory Group, LLCPasadena, CA · 435 clientsAsset managerHybrid
    Schwab 40%Missionsquare Retirement 24%Retirement Plan Record-Keeping 22%
    $10B
  35. 1334
    Parallel Advisors, LLCSAN Francisco, CA · 4,240 clientsWealth manager
    Fidelity 61%Schwab 39%
    $10B
  36. 1339
    Bartlett & Co. Wealth Management LLCCincinnati, OH · 2,263 clientsWealth managerAffiliated broker-dealer
    Schwab 86%
    $10B
  37. 1340
    Cary Street PartnersRichmond, VA · 6,988 clientsWealth managerHybridCary Street Partners LLC
    Schwab 56%Wells Fargo 44%
    $10B
  38. 1346
    Callan Family Office, LLCRadnor, PA · 190 clientsWealth manager
    Schwab 100%
    $10B
  39. 1354
    Valmark Advisers, Inc.Akron, OH · 14,890 clientsWealth managerWrap sponsorHybridValmark Securities, Inc., clears through Pershing
    Schwab 89%
    $10B
  40. 1357
    EthicNew York, NY · 189 clientsAsset manager
    Schwab 47%Fidelity 31%
    $10B

RIAs by state