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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. 9427
    Carbon Collective Investing, LLCOakland, CA · 1,359 clientsAsset manager
    Matrix Trust 42%Altruist 28%
    $348M
  2. 9430
    Elliott Cove Capital ManagementSeattle, WA · 670 clientsAsset manager
    Axos 78%
    $348M
  3. 9431
    Smartharvest Portfolios255 clientsWealth manager
    Schwab 90%
    $348M
  4. 9436
    Oakbourne AdvisorsBerkeley Heights, NJ · 495 clientsWealth managerHybrid
    Schwab 69%SEI 31%
    $348M
  5. 9446
    Leconte Wealth Management, LLCMaryville, TN · 332 clientsWealth manager
    Schwab 100%
    $347M
  6. 9449
    Custos Family Office LLC67 clientsWealth managerWrap sponsor
    Pershing 77%Fidelity 23%
    $347M
  7. 9450
    Lodestone Wealth Management LLCSpokane, WA · 291 clientsWealth managerHybrid
    Schwab 80%
    $346M
  8. 9452
    WmgnaFarmington, CT · 326 clientsWealth managerHybrid
    Schwab 81%
    $346M
  9. 9453
    Long Road Investment Counsel, LLCKalamazoo, MI · 34 clientsWealth manager
    PNC Bank 79%
    $346M
  10. 9472
    Black Toro LLCMiami, FL · 65 clientsAsset manager
    Bank of China 78%
    $345M
  11. 9473
    Ahakista Capital LLC5 clientsWealth managerHybridAccess Securities, LLC
    Goldman Sachs 63%Northern Trust 37%
    $345M
  12. 9484
    L. C. Bhandari & Co.Asset manager
    John Hancock Variable Life Insurance 66%Pruco Life Insurance 34%
    $344M
  13. 9486
    Prospera Capital Management, LLC44 clientsWealth manager
    Vanguard 99%
    $344M
  14. 9488
    Bourne Lent Asset Managament, Inc.Pawling, NY · 83 clientsWealth manager
    Fidelity 59%Raymond James 41%
    $344M
  15. 9494
    M Group448 clientsAsset managerHybrid
    Schwab 48%Ascensus Broker Dealer Services 48%
    $344M
  16. 9501
    Williams & Novak Wealth Management, LLCWestlake Village, CA · 285 clientsWealth managerHybrid
    Fidelity 100%
    $343M
  17. 9502
    Capstone Investment GroupOlympia, WA · 819 clientsWealth managerHybridPurshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity)
    Schwab 52%Raymond James 48%
    $343M
  18. 9510
    Legacy Beyond Wealth LLC14 clientsAsset manager
    Merrill / Bank of America 40%J.P. Morgan 36%Pershing 24%
    $342M
  19. 9512
    Eaglebrook AdvisorsNew York, NY · 159 clientsAsset manager
    Gemini Trust Company 100%
    $342M
  20. 9515
    J. Hagan Capital, Inc.Louisville, KY · 876 clientsWealth manager
    Schwab 85%
    $342M
  21. 9524
    Tiemann Investment Advisors, LLCMenlo Park, CA · 98 clientsWealth manager
    Schwab 75%Fidelity 25%
    $341M
  22. 9528
    RM Private Wealth ManagementMiami, FL · 71 clientsWealth manager
    Schwab 89%
    $341M
  23. 9530
    Premia Global Advisors, LLCCoral Gables, FL · 44 clientsWealth manager
    Fidelity Distributors Company 98%
    $341M
  24. 9531
    Cap Six AdvisorsHouston, TX · 107 clientsAsset manager
    Fidelity 64%Schwab 36%
    $341M
  25. 9535
    Scholtz & Company, LLCStamford, CT · 206 clientsWealth manager
    U.S. Bank 62%Schwab 24%
    $341M
  26. 9537
    Left Brain Wealth Management, LLCNaperville, IL · 207 clientsWealth managerHybrid
    Schwab 98%
    $340M
  27. 9539
    Post Resch Tallon GroupPittsford, NY · 440 clientsWealth managerHybrid
    Schwab 89%
    $340M
  28. 9551
    Turning Point FinancialFrederick, MD · 794 clientsWealth manager
    SEI 77%Schwab 23%
    $339M
  29. 9553
    Millennial Advisers, LLC.New York, NY · 363 clientsPrivate fund adviserHybridAllied Millennial Partners, LLC, Onesource FI LLC, clears through StoneX, Interactive Brokers
    Schwab 57%Interactive Brokers 31%
    $339M
  30. 9559
    Tucker Financial GroupMontgomery, AL · 2,436 clientsWealth managerWrap sponsor
    Schwab 83%
    $339M
  31. 9563
    Amerity Wealth Management, LLCLakeland, FL · 750 clientsWealth manager
    Pershing 28%RL 360 Insurance Company Limited 26%Schwab 25%
    $339M
  32. 9565
    Diversified Financial ManagementNorwell, MA · 144 clientsWealth manager
    Fidelity 82%
    $339M
  33. 9573
    Core Advisory GroupRock Hill, SC · 1,163 clientsWealth managerHybrid
    LPL Financial 68%SEI 32%
    $338M
  34. 9579
    Navigate Financial LLCSalt Lake City, UT · 161 clientsAsset manager
    The Standard 77%Schwab 23%
    $338M
  35. 9581
    Commerce Advisors, LLCMemphis, TN · 143 clientsWealth managerHybrid
    Fidelity 100%
    $338M
  36. 9589
    Bluedoor Private Wealth, LLCBeverly, MA · 137 clientsWealth manager
    Schwab 84%
    $337M
  37. 9594
    Washington Avenue AdvisorsLansing, MI · 689 clientsWealth manager
    Schwab 79%
    $337M
  38. 9605
    RPS Retirement Plan AdvisorsAustin, TX · 31 clientsAsset manager
    Principal Securities 35%Schwab 31%
    $336M
  39. 9607
    Lonestar Registered Investment Advisors, LLCLubbock, TX · 1,195 clientsWealth manager
    Schwab 99%
    $336M
  40. 9608
    Capital IdeasDallas, TX · 96 clientsWealth managerHybrid
    Wells Fargo 53%Schwab 47%
    $336M

RIAs by state