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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. 10238
    Golden Bay Advisors LLC154 clientsWealth manager
    Altruist 56%Schwab 33%
    $296M
  2. 10241
    Square Advisors, LLCLondon, United Kingdom · 5 clientsAsset manager
    Morgan Stanley 51%Edmond De Rothschild (europe) S.A. 49%
    $295M
  3. 10247
    Trace Wealth Advisors66 clientsWealth managerWrap sponsor
    LPL Financial 87%
    $295M
  4. 10252
    Madison Park Capital Advisors, LLCSeattle, WA · 379 clientsWealth managerHybrid
    Fidelity Distributors Company 72%Schwab 28%
    $295M
  5. 10263
    M.C. Byrd Wealth Management, LLCBellville, TX · 557 clientsWealth manager
    Fidelity 82%
    $294M
  6. 10270
    Nuclo WealthHouston, TX · 72 clientsAsset manager
    Morgan Stanley 39%J.P. Morgan 29%
    $294M
  7. 10274
    Newmile Capital LLC10 clientsPrivate fund adviser
    U.S. Bank 73%SEI 27%
    $294M
  8. 10275
    Enright, Mollin, Cascio & Ramusevic, Inc.Elmhurst, NY · 111 clientsWealth manager
    Schwab 60%Fidelity 40%
    $294M
  9. 10278
    Tate Private Wealth AdvisersSacramento, CA · 145 clientsWealth manager
    Schwab 77%Fidelity Distributors Company 23%
    $293M
  10. 10281
    Greenwich Advisors, LLCGreenwich, CT · 72 clientsWealth manager
    Schwab 45%J.P. Morgan 39%
    $293M
  11. 10291
    Exceptional Wealth & Family OfficeColorado Springs, CO · 206 clientsWealth manager
    Schwab 57%Fidelity 43%
    $292M
  12. 10293
    Apex Strategic Wealth, LLCChattanooga, TN · 604 clientsWealth managerWrap sponsorHybrid
    LPL Financial 59%Schwab 41%
    $292M
  13. 10294
    Cassady Wealth & Retirement Planning L.L.C.Henderson, NV · 455 clientsWealth managerHybridGradient Securities, LLC
    SEI 51%Schwab 49%
    $292M
  14. 10296
    Efinancial Alliance, LLCFranklin, TN · 212 clientsWealth manager
    Schwab 89%
    $292M
  15. 10302
    Hatch Cove Capital, LLC3 clientsAsset manager
    Northern Trust 70%U.S. Bank 30%
    $292M
  16. 10308
    Kestrel Partners LLPLondon, United Kingdom · 11 clientsPrivate fund adviser
    BNY 73%Northern Trust 27%
    $291M
  17. 10310
    Epiq Partners, LLCMinneapolis, MN · 93 clientsWealth manager
    Schwab 90%
    $291M
  18. 10315
    Accretive Wealth Management, LLCSan Ramon, CA · 220 clientsWealth manager
    Equity Trust 35%Schwab 33%Inspira Financial 33%
    $291M
  19. 10323
    Mbia Capital AdvisorsCincinnati, OH · 258 clientsWealth manager
    Schwab 45%UBS 36%
    $290M
  20. 10324
    Fox Hill Wealth ManagementDedham, MA · 410 clientsWealth manager
    Schwab 93%
    $290M
  21. 10327
    Full Financial Inc.264 clientsWealth manager
    Schwab 94%
    $290M
  22. 10329
    Legacy Wealth Management Group, Inc.Lynchburg, VA · 991 clientsWealth managerWrap sponsor
    LPL Financial 59%SEI 41%
    $290M
  23. 10330
    Pomona Wealth Management, LLC41 clientsAsset manager
    Schwab 72%Fidelity 25%
    $290M
  24. 10341
    Gradient Advisors, LLCArden Hills, MN · 2,152 clientsWealth managerHybridGradient Securities, LLC
    Schwab 77%SEI 23%
    $289M
  25. 10346
    North Star Advisory Group, LLCBeachwood, OH · 484 clientsWealth manager
    Schwab 88%
    $289M
  26. 10347
    Guardian Wealth Management Inc.Peoria, IL · 190 clientsWealth managerHybrid
    Schwab 91%
    $289M
  27. 10365
    Kanani Advisory Group Inc.Irvine, CA · 598 clientsWealth manager
    Fidelity 75%Schwab 25%
    $288M
  28. 10371
    Southwest Money Management Inc5 clientsAsset manager
    Stifel 79%
    $288M
  29. 10377
    Martin Nelson & Co., Inc.Seattle, WA · 422 clientsBroker-dealer firmHybrid
    Schwab 100%
    $287M
  30. 10378
    Valtrion Capital Management, LLCFranklin, TN · 188 clientsWealth managerBank-affiliated
    Schwab 57%Fidelity 43%
    $287M
  31. 10382
    Rice Financial Consulting, Inc.Los Gatos, CA · 369 clientsWealth manager
    Schwab 65%Axos 35%
    $287M
  32. 10402
    RPC Private Wealth, LLCHinsdale, IL · 331 clientsWealth manager
    Schwab 79%
    $286M
  33. 10405
    The Holland Group, Retirement Wealth Advisors, LLCClearwater, FL · 755 clientsWealth managerWrap sponsor
    Fidelity 100%
    $286M
  34. 10409
    Wesbanco Securities, Inc.St Clairsville, OH · 1,627 clientsBroker-dealer firmHybrid
    Pershing 58%SEI 42%
    $286M
  35. 10412
    Gridiron Partners, LLCWexford, PA · 68 clientsAsset manager
    PNC Bank 49%BNY 36%
    $286M
  36. 10419
    Fingerlakes Wealth Management, Inc.Ithaca, NY · 592 clientsWealth managerHybrid
    Schwab 87%
    $285M
  37. 10420
    Ayrshire Capital Management LLCWestport, CT · 111 clientsWealth manager
    Schwab 71%Fidelity 29%
    $285M
  38. 10426
    Pearson Creek Capital Management LLCChicago, IL · 21 clientsAsset manager
    Commerce Brokerage Services 78%
    $285M
  39. 10427
    Capital Financial PlannersSalem, OR · 221 clientsWealth managerWrap sponsor
    Assetmark Trust 73%Schwab 27%
    $285M
  40. 10431
    Oath Planning, LLCTulsa, OK · 502 clientsWealth manager
    Fidelity 60%Altruist 32%
    $285M

RIAs by state