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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

185 firms manage $453 billionSEI

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. 9943
    Legacy Wealth Management Inc.Manassas, VA · 732 clientsWealth manager
    Schwab 100%
    $314M
  2. 9969
    IwealthWaseca, MN · 714 clientsWealth managerHybrid
    SEI 88%
    $312M
  3. 10001
    Omega Wealth Management LLCArlington, VA · 152 clientsWealth manager
    SEI 100%
    $310M
  4. 10012
    Meriwether Wealth & Planning, LLCMinden, LA · 607 clientsWealth manager
    SEI 100%
    $309M
  5. 10067
    Varra FinancialLouisville, CO · 525 clientsWealth managerHybrid
    SEI 90%
    $306M
  6. 10121
    Mack Investment Securities, Inc.Northfield, IL · 673 clientsBroker-dealer firmHybrid
    Axos 76%SEI 24%
    $303M
  7. 10127
    FAI Advisors, Inc.Farmington Hills, MI · 370 clientsWealth manager
    SEI 100%
    $302M
  8. 10207
    Innovative Asset Advisors GroupShelton, CT · 373 clientsWealth manager
    Schwab 68%SEI 32%
    $298M
  9. 10274
    Newmile Capital LLC10 clientsPrivate fund adviser
    U.S. Bank 73%SEI 27%
    $294M
  10. 10294
    Cassady Wealth & Retirement Planning L.L.C.Henderson, NV · 455 clientsWealth managerHybridGradient Securities, LLC
    SEI 51%Schwab 49%
    $292M
  11. 10329
    Legacy Wealth Management Group, Inc.Lynchburg, VA · 991 clientsWealth managerWrap sponsor
    LPL Financial 59%SEI 41%
    $290M
  12. 10341
    Gradient Advisors, LLCArden Hills, MN · 2,152 clientsWealth managerHybridGradient Securities, LLC
    Schwab 77%SEI 23%
    $289M
  13. 10409
    Wesbanco Securities, Inc.St Clairsville, OH · 1,627 clientsBroker-dealer firmHybrid
    Pershing 58%SEI 42%
    $286M
  14. 10473
    CovingtonalsinaJacksonville, FL · 1,241 clientsWealth manager
    SEI 100%
    $283M
  15. 10485
    Abbit Management CorpGrand Haven, MI · 386 clientsAsset manager
    SEI 100%
    $282M
  16. 10634
    Signature Financial Services, LTDArlington Heights, IL · 353 clientsWealth managerHybrid
    Pershing 47%SEI 41%
    $274M
  17. 10720
    Barr Financial Services, LLCWinter Park, FL · 253 clientsWealth managerHybrid
    SEI 100%
    $269M
  18. 10725
    Diversified Resources, LLCWarwick, RI · 640 clientsBroker-dealer firmHybrid
    SEI 100%
    $269M
  19. 10773
    Thinagee Investments Inc.Bethesda, MD · 40 clientsWealth manager
    SEI 51%Schwab 49%
    $265M
  20. 10800
    Wilon Wealth ManagementUrbandale, IA · 354 clientsWealth managerHybrid
    SEI 100%
    $264M
  21. 10821
    Salus Financial Advisors365 clientsWealth manager
    Fidelity 86%
    $263M
  22. 10826
    Stark Wealth Management LLCBethlehem, PA · 531 clientsWealth manager
    SEI 96%
    $262M
  23. 10971
    Delaware Wealth PlannersWilmington, DE · 126 clientsWealth manager
    SEI 85%
    $256M
  24. 11047
    Principled Wealth Advisors, LLCCovington, KY · 157 clientsWealth manager
    SEI 100%
    $252M
  25. 11121
    Emergent Wealth Advisors, LLCWilliamsville, NY · 370 clientsWealth manager
    Schwab 93%
    $249M
  26. 11157
    Intervest LTDChevy Chase, MD · 175 clientsWealth manager
    SEI 100%
    $247M
  27. 11214
    Abundant Wealth Management LLCStamford, CT · 187 clientsWealth managerHybrid
    SEI 100%
    $244M
  28. 11253
    True Measure Wealth ManagementOmaha, NE · 105 clientsWealth manager
    SEI 98%
    $242M
  29. 11498
    BXM Wealth LLCEnglewood, CO · 61 clientsWealth manager
    Fidelity 97%
    $231M
  30. 11559
    Calderwood Financial Strategies, Inc.Houston, TX · 69 clientsAsset manager
    Fidelity 64%SEI 36%
    $229M
  31. 11646
    Apex Capital Management, L.L.C.Lafayette, LA · 357 clientsWealth manager
    SEI 100%
    $225M
  32. 11687
    Noble Wealth Management, Inc.Newport Beach, CA · 233 clientsWealth managerHybrid
    Schwab 99%
    $223M
  33. 11740
    Para Wealth Advisors, Inc.Camas, WA · 257 clientsWealth manager
    SEI 100%
    $221M
  34. 11774
    Alpha Wealth Strategies, LLC36 clientsWealth manager
    SEI 88%
    $220M
  35. 11803
    Miami Valley Portfolio Management IncBrookville, OH · 738 clientsWealth managerHybrid
    SEI 74%Stonex Financial 26%
    $219M
  36. 11831
    Affinity Wealth LLCCanton, OH · 317 clientsWealth manager
    SEI 89%
    $218M
  37. 11890
    Eastsound Capital Advisors, LLC247 clientsWealth manager
    Schwab 74%
    $215M
  38. 11963
    Rossjohnson & Associates, LLCPlymouth, MN · 274 clientsWealth manager
    SEI 100%
    $212M
  39. 11984
    Wealthcare Asset Management, LLCSpringfield, MO · 603 clientsWealth manager
    Schwab 95%
    $211M
  40. 12012
    Huffman & Ross Wealth Management LLCMorgantown, WV · 412 clientsWealth manager
    SEI 100%
    $210M

RIAs by state