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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. 11061
    Windward Wealth Strategies, Inc.Oshkosh, WI · 397 clientsWealth manager
    Fidelity 83%
    $251M
  2. 11065
    Mariaca Wealth Management, LLCWellington, FL · 288 clientsWealth manager
    Schwab 79%
    $251M
  3. 11069
    Windle WealthOklahoma City, OK · 399 clientsWealth manager
    Altruist 82%
    $251M
  4. 11083
    Wealthmd CorporationLouisville, KY · 1,061 clientsWealth manager
    Fidelity 80%
    $251M
  5. 11088
    LIG Capital Management, LLCOklahoma City, OK · 416 clientsWealth manager
    Schwab 97%
    $250M
  6. 11096
    Tritonpoint Capital, LLCChevy Chase, MD · 276 clientsWealth manager
    Schwab 81%
    $250M
  7. 11099
    Beadell A D Investment Counsel IncMequon, WI · 96 clientsWealth manager
    Schwab 78%
    $250M
  8. 11120
    Bolton InvestmentTowson, MD · 9 clientsAsset manager
    Lincoln Financial Services 48%Principal Financial Group 25%
    $249M
  9. 11121
    Emergent Wealth Advisors, LLCWilliamsville, NY · 370 clientsWealth manager
    Schwab 93%
    $249M
  10. 11123
    Galliott Capital Advisors, LLCBeverly Hills, CA · 113 clientsAsset manager
    Pershing 41%Wells Fargo 28%
    $249M
  11. 11140
    EverspireMidvale, UT · 803 clientsWealth managerHybridM. H. Leblang, Inc.
    Fidelity 80%
    $248M
  12. 11143
    Nova Wealth Management, Inc.Bonita Springs, FL · 268 clientsWealth manager
    Fidelity 51%Schwab 49%
    $248M
  13. 11151
    Blueline AdvisorsExeter, NH · 148 clientsWealth manager
    Schwab 64%LPL Financial 23%
    $247M
  14. 11173
    The Professional Financial Company LLCOrem, UT · 285 clientsWealth manager
    Schwab 77%Wells Fargo 23%
    $246M
  15. 11184
    Global Wealth Management, LLCKingston, NJ · 76 clientsWealth manager
    Schwab 94%
    $246M
  16. 11200
    Clear Ridge Wealth Management, LLCKalamazoo, MI · 132 clientsWealth manager
    Schwab 65%Fidelity 35%
    $245M
  17. 11203
    City Different InvestmentsSanta Fe, NM · 105 clientsWealth manager
    Schwab 75%Fidelity 25%
    $244M
  18. 11211
    Ares Financial Consulting LLCCalabasas, CA · 289 clientsWealth manager
    Fidelity 48%Schwab 34%
    $244M
  19. 11220
    Prattes Wealth PartnersNewport Beach, CA · 105 clientsWealth manager
    Schwab 73%Interactive Brokers 27%
    $244M
  20. 11224
    Rinaldi Wealth Management, Inc.Bonita Springs, FL · 363 clientsWealth manager
    Schwab 99%
    $243M
  21. 11227
    210 FinancialMorton, IL · 1,001 clientsWealth manager
    Schwab 88%
    $243M
  22. 11231
    Blalock Williams, LLCAlexander City, AL · 272 clientsWealth manager
    Schwab 79%
    $243M
  23. 11234
    Cladis Investment Advisory LLCBillings, MT · 119 clientsWealth manager
    Wells Fargo 89%
    $243M
  24. 11238
    Munn Wealth Management, LLCMaumee, OH · 745 clientsWealth manager
    TradePMR / Robinhood 68%
    $242M
  25. 11240
    Anson AnalyticsTyrone, GA · 117 clientsWealth manager
    Fidelity 85%
    $242M
  26. 11242
    McBroom & Associates, LLCLas Vegas, NV · 114 clientsWealth manager
    Schwab 89%
    $242M
  27. 11243
    Excelsior InvestorsExcelsior, MN · 105 clientsWealth manager
    Fidelity 58%Schwab 42%
    $242M
  28. 11244
    NRG Wealth ManagementOro Valley, AZ · 155 clientsWealth manager
    Altruist 82%
    $242M
  29. 11247
    Vanderbilt Avenue Asset Management LLCNew York, NY · 10 clientsAsset manager
    U.S. Bank 80%
    $242M
  30. 11250
    Mori Huston PartnersMiami, FL · 72 clientsWealth manager
    Citi 48%Banco Santander 28%
    $242M
  31. 11252
    1620 Investment Advisors, Inc.Plymouth, MA · 242 clientsWealth manager
    Schwab 68%Fidelity 23%
    $242M
  32. 11253
    True Measure Wealth ManagementOmaha, NE · 105 clientsWealth manager
    SEI 98%
    $242M
  33. 11269
    CFG RetirementEdina, MN · 541 clientsWealth manager
    Fidelity Distributors Company 64%
    $241M
  34. 11271
    Bassam Wealth Management, LLCPalm Beach, FL · 24 clientsWealth manager
    Blackstone Securities Partners L.P. 52%Fidelity 33%
    $241M
  35. 11274
    Carolina Financial Advisors, Inc.Greensboro, NC · 474 clientsWealth manager
    Fidelity 51%Schwab 49%
    $241M
  36. 11284
    Eads & Heald Wealth ManagementAtlanta, GA · 229 clientsWealth managerWrap sponsor
    Schwab 63%Morgan Stanley 23%
    $240M
  37. 11287
    Storehouse Financial LLCFort Worth, TX · 1,346 clientsWealth manager
    Axos 82%
    $240M
  38. 11289
    Delta Capital Management LLCRed Bank, NJ · 41 clientsAsset manager
    Wells Fargo 67%Schwab 33%
    $240M
  39. 11290
    Lumina Wealth Management, LLCWilmington, NC · 181 clientsWealth manager
    Schwab 90%
    $240M
  40. 11294
    Kaiyo Wealth LLCSan Diego, CA · 86 clientsWealth manager
    Fidelity 52%Schwab 48%
    $240M

RIAs by state