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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. 13805
    The Life Group Financial ServicesDubuque, IA · 1,258 clientsWealth manager
    Schwab 78%Wells Fargo 22%
    $146M
  2. 14019
    Tonka Capital Partners, LLCMinnetonka, MN · 1 clientsPrivate fund adviser
    Wells Fargo 100%
    $140M
  3. 14127
    Coordinated Capital Securities, Inc.Fort Atkinson, WI · 186 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $137M
  4. 14416
    BHK Securities, LLCBirmingham, AL · 103 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $128M
  5. 14498
    Trinity Investment Management, LLCFort Worth, TX · 50 clientsAsset manager
    Wells Fargo 72%Schwab 28%
    $126M
  6. 14575
    Surience Private Wealth LLCYakima, WA · 148 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $124M
  7. 14782
    Independence Capital Co., Inc.Parma, OH · 300 clientsBroker-dealer firmHybrid
    Wells Fargo 82%
    $119M
  8. 14848
    Trident Advisors IncDoylestown, PA · 225 clientsWealth managerHybrid
    Wells Fargo 100%
    $117M
  9. 14945
    OAR FinancialBryn Mawr, PA · 41 clientsAsset manager
    Wells Fargo 100%
    $115M
  10. 14979
    Financial Design Group, LLCLavista, NE · 210 clientsWealth manager
    Wells Fargo 100%
    $113M
  11. 14996
    Municipal Asset Management IncRYE Brook, NY · 21 clientsWealth manager
    Wells Fargo 100%
    $113M
  12. 15215
    RK Asset Management81 clientsWealth manager
    Schwab 65%Wells Fargo 35%
    $107M
  13. 15276
    Compass Retirement, LLC74 clientsWealth manager
    Wells Fargo 100%
    $105M
  14. 15411
    Hilpan Moxie Wealth Management, LLC78 clientsWealth manager
    Wells Fargo 86%
    $100M
  15. 15533
    Algorithmic Investment ModelsBoston, MA · 228 clientsAsset manager
    Wells Fargo 75%LPL Financial 25%
    $91M
  16. 15771
    Longhorn Capital Partners, L.P.Fort Worth, TX · 1 clientsPrivate fund adviser
    Wells Fargo 100%
    $64M
  17. 15885
    Sfumato Capital Management LLCNew York, NY · 3 clientsPrivate fund adviser
    Wells Fargo 52%Fidelity 48%
    $51M
  18. 16011
    Four Points Advisors, LLCNew York, NY · 98 clientsWealth managerHybridFour Points Capital Partners LLC
    Wells Fargo 84%
    $40M
  19. 16126
    Global Beta AdvisorsWest Chester, PAAsset manager
    Wells Fargo 100%
    $29M
  20. 16490
    Resource Capital Management, LLCReno, NV · 1 clientsWealth manager
    Wells Fargo 100%
    $180K

RIAs by state