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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. 10432
    Lighthouse RetirementPonte Vedra, FL · 182 clientsWealth manager
    Interactive Brokers 55%Schwab 45%
    $285M
  2. 10433
    Sound Stewardship, LLCOverland Park, KS · 190 clientsWealth manager
    Fidelity Distributors Company 73%Schwab 27%
    $285M
  3. 10442
    Freeman, Will & Niemeier, Inc.Evansville, IN · 388 clientsWealth manager
    Schwab 77%Voya Financial Advisors 23%
    $284M
  4. 10446
    Bespoke AdvisoryEvergreen, CO · 16 clientsAsset manager
    Pictet & CIE Group SCA 40%Tetra Trust 28%
    $284M
  5. 10455
    FDI Wealth Management, LLCMiami, FL · 353 clientsAsset manager
    Stonex Financial 90%
    $284M
  6. 10462
    ZOE Financial, Inc.New York, NY · 1,689 clientsWealth managerWrap sponsorHybridZOE Securities LLC, clears through Apex Clearing
    Apex Fintech 100%
    $283M
  7. 10464
    Peace of Mind Wealth ManagementRaleigh, NC · 329 clientsWealth manager
    Schwab 87%
    $283M
  8. 10465
    Vergepointe Wealth Management, LLCLake Oswego, OR · 111 clientsWealth manager
    Schwab 86%
    $283M
  9. 10468
    Modum Asset Management LLCMexico City, Mexico · 69 clientsWealth manager
    Morgan Stanley 34%Merrill / Bank of America 28%UBS 24%
    $283M
  10. 10470
    Bulman Wealth GroupRoseville, CA · 556 clientsWealth manager
    Fidelity 86%
    $283M
  11. 10479
    Cypress Wealth ManagementOakbrook Terrace, IL · 12 clientsPrivate fund adviser
    Schwab 67%Tristate Capital Bank 33%
    $283M
  12. 10485
    Abbit Management CorpGrand Haven, MI · 386 clientsAsset manager
    SEI 100%
    $282M
  13. 10486
    Beatrice Advisors LPNew York, NY · 20 clientsWealth manager
    Fidelity 53%J.P. Morgan 24%Schwab 23%
    $282M
  14. 10490
    HMS Investment AdvisorsNashville, TN · 162 clientsWealth manager
    Fidelity 44%Schwab 42%
    $282M
  15. 10494
    Copperleaf Capital, LLCClover, SC · 314 clientsWealth manager
    Fidelity 98%
    $282M
  16. 10499
    Successful Portfolios LLCClearwater, FL · 206 clientsWealth manager
    Interactive Brokers 63%Schwab 37%
    $282M
  17. 10500
    Fortitude Financial LLCSpokane, WA · 411 clientsWealth managerWrap sponsorHybrid
    LPL Financial 92%
    $282M
  18. 10502
    Brookline Investments, Inc.Birmingham, AL · 33 clientsPrivate fund adviserHybrid
    Schwab 77%U.S. Bancorp Investments 23%
    $281M
  19. 10508
    RCS Financial Planning, LLCAnnapolis, MD · 220 clientsWealth manager
    Fidelity 65%Schwab 35%
    $281M
  20. 10513
    Worth AdvisorsCharlotte, NC · 451 clientsWealth manager
    Schwab 89%
    $281M
  21. 10518
    DBS Investment Advisers, LLCBay City, MI · 591 clientsWealth manager
    Fidelity 63%Ascensus Trust 28%
    $280M
  22. 10519
    Iridian Asset Management LLC14 clientsPrivate fund adviser
    CIBC Private Wealth 58%BNY 23%
    $280M
  23. 10520
    Farrow Financial IncSouth Burlington, VT · 195 clientsWealth manager
    Schwab 95%
    $280M
  24. 10521
    WWM Advisory Inc.Culver City, CA · 110 clientsWealth manager
    Vanguard 50%Morgan Stanley 29%
    $280M
  25. 10522
    Rockingstone AdvisorsGreat Barrington, MA · 61 clientsWealth manager
    Schwab 57%Fidelity 43%
    $280M
  26. 10533
    Goldstein Capital Corp.23 clientsPrivate fund adviser
    U.S. Bank 59%Schwab 41%
    $280M
  27. 10541
    Pathworks Financial, Inc.Novi, MI · 410 clientsWealth managerWrap sponsor
    Fidelity 73%Schwab 27%
    $279M
  28. 10542
    TSW Wealth ManagementFramingham, MA · 132 clientsWealth managerHybrid
    Schwab 89%
    $279M
  29. 10559
    Wealth Advisors Group, LLCCoralville, IA · 272 clientsWealth manager
    Tiaa-Cref Individual & Institutional Services 59%Schwab 41%
    $278M
  30. 10561
    Lexington Hill Partners, LLCDallas, TX · 57 clientsWealth manager
    Schwab 70%Fidelity 30%
    $278M
  31. 10566
    Beacon Wealth Consultants, Inc.Roanoke, VA · 537 clientsWealth manager
    Schwab 100%
    $278M
  32. 10572
    Foronjy FinancialSanta Barbara, CA · 187 clientsWealth manager
    LPL Financial 73%Fidelity 23%
    $278M
  33. 10576
    Claren Road Private Credit Solutions LLCNew York, NYAsset manager
    Barclays Bank PLC 72%J.P. Morgan 28%
    $278M
  34. 10590
    Dominion Portfolio Management, Inc.Tampa, FL · 782 clientsWealth managerHybridCalton & Associates, Inc.
    Hilltop Securities 59%Franklin Distributors 41%
    $277M
  35. 10596
    Westbourne Investments, Inc.Alexandria, VA · 175 clientsWealth manager
    Schwab 92%
    $276M
  36. 10598
    Hazelview Securities (US) LLCNew York, NY · 4 clientsAsset manager
    BNY 80%
    $276M
  37. 10614
    4wealth Advisors, Inc.Burr Ridge, IL · 567 clientsWealth managerHybrid
    Schwab 83%
    $275M
  38. 10617
    KAI Wealth LLCChicago, IL · 23 clientsWealth manager
    Schwab 96%
    $275M
  39. 10625
    1492 Capital Management, LLCMilwaukee, WI · 98 clientsWealth managerHybrid
    U.S. Bancorp 69%BNY 31%
    $275M
  40. 10628
    Ouellette Wealth Advisory LLCLexington, MA · 213 clientsWealth managerHybrid
    Schwab 86%
    $274M

RIAs by state