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Est. 2026The front page of wealth managementNew York

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WSR 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 PracticeRB 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 compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN Private equity leads public pension returns for 14th straight year
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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

180 firms manage $1.3 trillionWells Fargo

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. 9154
    Atala Financial IncCalabasas, CA · 68 clientsWealth manager
    Wells Fargo 100%
    $371M
  2. 9238
    Shelton Wealth Management, LLCFort Worth, TX · 155 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $364M
  3. 9424
    EGI Financial, Inc.Akron, OH · 292 clientsWealth managerHybridAmerican Heritage Securities, Inc.
    Wells Fargo 88%
    $349M
  4. 9464
    Archway Wealth Management, LLCKirkwood, MO · 200 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $346M
  5. 9517
    Petros Family Wealth, LLCBloomington, MN · 533 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $342M
  6. 9608
    Capital IdeasDallas, TX · 96 clientsWealth managerHybrid
    Wells Fargo 53%Schwab 47%
    $336M
  7. 9619
    First Dallas Securities, Inc.Dallas, TX · 266 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $336M
  8. 9663
    Outwing Private Wealth Management21 clientsWealth managerHybrid
    Wells Fargo 50%Schwab 50%
    $333M
  9. 9693
    Bernardi Asset Management, LLCNorthfield, IL · 69 clientsAsset managerHybridBernardi Securities, Inc.
    Pershing 52%Schwab 30%
    $331M
  10. 9923
    Cornerstone Select Advisors, LLCSt. Louis, MO · 344 clientsAsset manager
    Schwab 64%Wells Fargo 36%
    $315M
  11. 9956
    Brady Family Wealth, LLCSaint Louis, MO · 108 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $313M
  12. 10106
    Guilbault CapitalMetairie, LA · 138 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $304M
  13. 10151
    Pinnacle Capital Management, LLCEast Syracuse, NY · 511 clientsWealth managerHybridPinnacle Investments, LLC
    Wells Fargo 100%
    $300M
  14. 10168
    Alliant Securities, Inc. Turner, Nord, KienbaumLiberty Lake, WA · 711 clientsBroker-dealer firmHybrid
    Wells Fargo 70%Schwab 30%
    $300M
  15. 10265
    MDT Financial Advisors, LLCWebster, TX · 331 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $294M
  16. 10549
    Cottonwood Wealth Strategies, LLCSalt Lake City, UT · 238 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $279M
  17. 10624
    Cushing Capital Partners, LLCDelafield, WI · 199 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $275M
  18. 11044
    Morgan Dempsey Capital Management LLCMilwaukee, WI · 464 clientsWealth manager
    Schwab 53%
    $252M
  19. 11123
    Galliott Capital Advisors, LLCBeverly Hills, CA · 113 clientsAsset manager
    Pershing 41%Wells Fargo 28%
    $249M
  20. 11151
    Blueline AdvisorsExeter, NH · 148 clientsWealth manager
    Schwab 64%LPL Financial 23%
    $247M
  21. 11173
    The Professional Financial Company LLCOrem, UT · 285 clientsWealth manager
    Schwab 77%Wells Fargo 23%
    $246M
  22. 11234
    Cladis Investment Advisory LLCBillings, MT · 119 clientsWealth manager
    Wells Fargo 89%
    $243M
  23. 11284
    Eads & Heald Wealth ManagementAtlanta, GA · 229 clientsWealth managerWrap sponsor
    Schwab 63%Morgan Stanley 23%
    $240M
  24. 11289
    Delta Capital Management LLCRed Bank, NJ · 41 clientsAsset manager
    Wells Fargo 67%Schwab 33%
    $240M
  25. 11312
    Jones Kertz & Associates, Inc.Blaine, MN · 44 clientsWealth managerWrap sponsor
    Fidelity 74%Wells Fargo 26%
    $239M
  26. 11447
    Windmark Investment Partners, Inc.Wilmington, DEAsset manager
    State Street 63%Wells Fargo 37%
    $233M
  27. 11716
    Bischoff Wealth Management Group, LLCGreenwood, IN · 378 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $222M
  28. 11892
    Jcsd Capital, LLCWalnut Creek, CA · 4 clientsPrivate fund adviser
    Wells Fargo 100%
    $215M
  29. 12285
    Lieblong & Associates, Inc.Little Rock, AR · 126 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $198M
  30. 12327
    Hummer Financial Advisory Services Inc44 clientsWealth manager
    Wells Fargo 66%Schwab 34%
    $196M
  31. 12332
    Hillman Capital Management IncBethesda, MD · 185 clientsAsset managerHybrid
    Schwab 63%Morgan Stanley 24%
    $196M
  32. 12341
    Ark Advisors LLCBloomington, IL · 339 clientsWealth manager
    Wells Fargo 86%
    $196M
  33. 12368
    Amuni Financial, Inc.St Petersburg, FL · 283 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $195M
  34. 12526
    Azarias Capital Management, L.P.Westchester, PA · 2 clientsAsset manager
    BNY 54%Wells Fargo 31%
    $189M
  35. 12712
    Marsh Wealth Management, LLCKnoxville, TN · 181 clientsWealth manager
    Schwab 90%
    $182M
  36. 12803
    O'connor Wealth Management, Inc.Monrovia, CA · 221 clientsWealth manager
    Wells Fargo 100%
    $179M
  37. 12924
    Guardian Wealth ManagementSalt Lake City, UT · 131 clientsWealth manager
    Schwab 53%Wells Fargo 47%
    $175M
  38. 13047
    Littlejohn Financial Services IncRoseburg, OR · 560 clientsWealth manager
    Wells Fargo 100%
    $171M
  39. 13159
    Randall & Associates Wealth ManagementButler, PA · 166 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $167M
  40. 13179
    P.A.W. Capital Partners, LPGreenwich, CT · 57 clientsPrivate fund adviser
    Wells Fargo 100%
    $167M

RIAs by state