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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

4,024 firms manage $77.5 trillionmore than one custodian

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. 9071
    PinvestCoral Gables, FL · 6 clientsAsset manager
    Wells Fargo 26%Julius BAR 25%
    $377M
  2. 9072
    Axis Wealth Partners, LLCEast Providence, RI · 781 clientsWealth managerHybrid
    Fidelity 74%Schwab 26%
    $377M
  3. 9073
    Family Legacy, Inc.Greenville, SC · 257 clientsWealth manager
    Schwab 60%Fidelity 40%
    $377M
  4. 9075
    Martin Wealth SolutionsChristiansburg, VA · 896 clientsWealth manager
    TradePMR / Robinhood 52%Schwab 44%
    $377M
  5. 9089
    Concorde Investment ManagementDallas, TX · 132 clientsWealth manager
    Fidelity 86%
    $376M
  6. 9103
    Cibest Capital Advisory Services LLCMiami, FL · 462 clientsAsset managerHybridCibest Capital Panama S.A., Cibest Capital Securities, LLC, clears through Pershing
    Pershing 86%
    $375M
  7. 9111
    The Pitti Group Wealth Management, LLCVictor, NY · 601 clientsWealth managerWrap sponsor
    Wells Fargo 87%
    $374M
  8. 9112
    Comprehensive Wealth Solutions, LLCBoca Raton, FL · 61 clientsWealth manager
    SEI 69%Schwab 31%
    $374M
  9. 9114
    Aurora Private Wealth, Inc.Totowa, NJ · 1,508 clientsWealth managerWrap sponsorHybridAPW Capital, Inc.
    Schwab 67%
    $374M
  10. 9120
    Capital Investment AdvisorsWashington D.C., DC · 437 clientsWealth managerHybrid
    Assetmark Brokerage 66%Pershing 34%
    $374M
  11. 9131
    Margna Peak Advisors AGZurich, Switzerland · 48 clientsWealth manager
    Bank Julius Baer & Co LTD. 32%Union Bancaire Privee 32%
    $372M
  12. 9137
    Livelife Capital Partners LLCSouthborough, MA · 261 clientsWealth managerWrap sponsorHybrid
    Schwab 62%Pershing 38%
    $372M
  13. 9140
    Pinnacle Family Advisors, LLCSpringfield, MO · 917 clientsWealth managerHybrid
    Schwab 64%Fidelity 36%
    $372M
  14. 9142
    Olistico Wealth, LLCTulsa, OK · 404 clientsWealth managerWrap sponsor
    Pershing 78%Empower Financial Services 22%
    $372M
  15. 9143
    Guggenheim Wealth Solutions, LLCSanta Monica, CA · 233 clientsAsset managerHybridGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through Pershing
    Morgan Stanley 87%
    $371M
  16. 9157
    Donoghue Forlines LLCBoston, MA · 13 clientsAsset manager
    Fidelity 62%Schwab 38%
    $371M
  17. 9158
    Masonry Capital Management, LLCCharlottesville, VA · 54 clientsAsset manager
    FHN Financial Securities 70%
    $370M
  18. 9159
    Rebel Financial, LLCGroveport, OH · 443 clientsWealth manager
    Schwab 75%
    $370M
  19. 9162
    Charbeth Advisory L.L.C.1 clientsAsset manager
    UBS 47%Pershing 28%J.P. Morgan 24%
    $370M
  20. 9165
    Willow Grove Advisors, LLCBerkeley, CA · 194 clientsWealth managerWrap sponsor
    Fidelity 93%
    $370M
  21. 9166
    Glassy Mountain Advisors, Inc.Bethesda, MD · 127 clientsWealth manager
    Fidelity 63%Schwab 37%
    $370M
  22. 9171
    One Advisory Partners, LLCOverland Park, KS · 314 clientsWealth manager
    Schwab 74%Fidelity 26%
    $370M
  23. 9173
    Stonebridge Wealth Systems LLCKearney, NE · 931 clientsWealth managerHybrid
    Fidelity Distributors Company 62%Schwab 38%
    $369M
  24. 9178
    Tagstone Capital, Inc.Charlotte, NC · 38 clientsWealth manager
    Schwab 89%
    $369M
  25. 9181
    Ruggaard & AssociatesHudson, OH · 314 clientsWealth manager
    Fidelity 67%Schwab 33%
    $369M
  26. 9184
    Persimmon Capital ManagementBlue Bell, PA · 86 clientsWealth manager
    Pershing 59%Schwab 41%
    $368M
  27. 9186
    Highland Investment Advisors LLCPonte Vedra, FL · 605 clientsWealth manager
    Schwab 89%
    $368M
  28. 9189
    Enhancing Capital LLCHarrisburg, PA · 21 clientsAsset manager
    Schwab 73%First State Trust 27%
    $368M
  29. 9196
    PKS Investment Advisors LLCSalisbury, MD · 500 clientsWealth manager
    Schwab 87%
    $367M
  30. 9199
    Innovative Private Wealth Management Inc.Somers, NY · 417 clientsAsset manager
    Schwab 61%Valley Bank 39%
    $367M
  31. 9209
    Haverford Financial Services, Inc.Radnor, PA · 18 clientsAsset manager
    PNC Wealth Management 50%Morgan Stanley 31%
    $366M
  32. 9219
    North CapitalSalt Lake City, UT · 182 clientsWealth managerPublic-company ownedHybridNorth Capital Agency Brokerage, LLC, North Capital Private Securities Corporation
    Schwab 97%
    $366M
  33. 9221
    Inflection Capital Management, LLCSan Francisco, CA · 17 clientsWealth manager
    Fidelity 60%Schwab 40%
    $366M
  34. 9224
    Tealwood Asset ManagementMinneapolis, MN · 231 clientsWealth manager
    Schwab 67%Fidelity 33%
    $365M
  35. 9228
    Collegiate Peaks Asset Management, LLCDenver, CO · 6 clientsAsset manager
    Northern Trust 51%BNY 31%
    $365M
  36. 9236
    Signify Wealth LLCSt. Louis, MO · 114 clientsWealth manager
    Schwab 100%
    $365M
  37. 9245
    Horizon Investment Services, LLC.Hammond, IN · 334 clientsWealth manager
    Schwab 99%
    $364M
  38. 9249
    Decisionmap Wealth Management, LLCGreat Falls, VA · 159 clientsWealth manager
    Schwab 65%Fidelity 35%
    $363M
  39. 9256
    Riverpath Investments LLC232 clientsWealth manager
    Schwab 78%
    $363M
  40. 9260
    Motive Wealth Advisors, LLCBirmingham, MI · 88 clientsWealth manager
    Schwab 56%Fidelity 44%
    $363M

RIAs by state