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IN Rising Stars 2026: Turning complexity into confidenceWSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB 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 AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensation
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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

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. 13972
    Markle Financial LLCLaramie, WY · 265 clientsWealth manager
    SEI 100%
    $141M
  2. 14091
    Giving Tree Wealth AdvisorsSAN Ramon, CA · 225 clientsWealth managerHybrid
    Axos 49%SEI 46%
    $138M
  3. 14175
    Revo Financial, LLCBartlesville, OK · 166 clientsWealth manager
    Fidelity 67%SEI 32%
    $135M
  4. 14280
    Jansen Wealth Management LLCAltoona, WI · 237 clientsWealth managerWrap sponsor
    SEI 100%
    $132M
  5. 14305
    Teplitz Financial Group LLCOld Bridge, NJ · 188 clientsWealth managerHybrid
    Schwab 62%SEI 38%
    $132M
  6. 14411
    Revalue LLCGrand Rapids, MI · 254 clientsWealth manager
    SEI 100%
    $129M
  7. 14510
    Eagle's Crest Advisors, LLCHuntington, NY · 60 clientsWealth manager
    Altruist 83%
    $126M
  8. 14521
    Cultivate Wealth PartnersBroomfield, CO · 85 clientsWealth manager
    SEI 100%
    $125M
  9. 14535
    Abbondandolo Wealth Management CorpGlen Cove, NY · 244 clientsWealth manager
    SEI 100%
    $125M
  10. 14543
    Masterpiece Capital, LLCAustin, TX · 25 clientsWealth manager
    SEI 100%
    $125M
  11. 14708
    Dachtler Wealth Advisors, LLCFolsom, CA · 198 clientsWealth managerHybrid
    SEI 100%
    $120M
  12. 14858
    Align Wealth Management, LLCSAN Jose, CA · 69 clientsWealth manager
    Fidelity 70%
    $117M
  13. 14977
    Blue JAY Financial Group, LLCDefiance, OH · 303 clientsWealth managerWrap sponsor
    Schwab 87%
    $113M
  14. 15024
    Rightoak Asset Management, LLC742 clientsWealth manager
    SEI 100%
    $112M
  15. 15041
    Precedent Financial StrategiesIndianapolis, IN · 74 clientsWealth manager
    SEI 100%
    $111M
  16. 15092
    Cornerstone Professional Advisor Services, LLCGarden City, NY · 366 clientsWealth managerHybrid
    SEI 100%
    $110M
  17. 15094
    Visionx Wealth PartnersFort Dodge, IA · 231 clientsWealth managerWrap sponsor
    SEI 100%
    $110M
  18. 15170
    Powerhouse Financial Advisors, Inc.Minden, NV · 226 clientsWealth manager
    Schwab 83%
    $108M
  19. 15227
    Lexington Financial/life Management, LLCNashville, TN · 44 clientsWealth managerHybrid
    SEI 100%
    $107M
  20. 15254
    Westpoint Wealth Management, LLCBerea, OH · 582 clientsWealth managerHybrid
    Schwab 63%SEI 37%
    $106M
  21. 15399
    CWM Advisory, LLCOcean Pines, MD · 248 clientsWealth manager
    SEI 100%
    $101M
  22. 15401
    Fuerst Financial Group, Inc.Chattanooga, TN · 325 clientsWealth manager
    SEI 100%
    $101M
  23. 15627
    Federal PrepBohemia, NY · 637 clientsWealth manager
    Schwab 56%Fidelity 43%
    $80M
  24. 16084
    Lunin-Pack Planning and Advice, LLCCold Spring, NY · 38 clientsWealth manager
    SEI 100%
    $32M
  25. 16208
    Glass Retirement Strategies, Inc.West Bloomfield, MI · 11 clientsAsset manager
    Empower 85%
    $20M

RIAs by state