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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. 11310
    E6 PortfoliosMidvale, UT · 781 clientsWealth managerWrap sponsorHybridM. H. Leblang, Inc.
    Fidelity 80%
    $239M
  2. 11312
    Jones Kertz & Associates, Inc.Blaine, MN · 44 clientsWealth managerWrap sponsor
    Fidelity 74%Wells Fargo 26%
    $239M
  3. 11318
    Birchview Capital, LPBurlington, VT · 12 clientsWealth manager
    Goldman Sachs 54%Morgan Stanley 46%
    $239M
  4. 11324
    Snowcap Capital ManagementDallas, TX · 11 clientsAsset manager
    J.P. Morgan 73%Merrill / Bank of America 27%
    $239M
  5. 11326
    Investors Portfolio Services LLCPuyallup, WA · 292 clientsWealth manager
    Schwab 94%
    $239M
  6. 11329
    CPR Investments IncRochester, MI · 1,172 clientsWealth managerHybrid
    Axos 87%
    $239M
  7. 11335
    Smith BruerTallahassee, FL · 270 clientsWealth manager
    Schwab 73%
    $238M
  8. 11344
    Sequoia Wealth Management Group90 clientsWealth manager
    Raymond James 100%
    $238M
  9. 11353
    3j CapitalSao Paulo, Brazil · 141 clientsWealth managerHybridBlue Castle Capital Management LLP
    Julius BAR 61%CBH 39%
    $238M
  10. 11355
    Quest 10 Wealth Builders, Inc.Fuquay-Varina, NC · 503 clientsWealth manager
    Fidelity 89%
    $238M
  11. 11366
    Centennial Advisors, LLCAustin, TX · 468 clientsWealth managerWrap sponsor
    Fidelity 69%Schwab 31%
    $237M
  12. 11367
    North American Wealth Advisors Inc.Jordan, MN · 67 clientsAsset managerHybrid
    State Street 52%Newport Trust Co 25%Schwab 23%
    $237M
  13. 11368
    Awaken Wealth Partners LLCHouston, TX · 417 clientsWealth managerWrap sponsor
    Fidelity 89%
    $237M
  14. 11386
    Lanier Financial Group LLCAthens, GA · 240 clientsWealth managerPublic-company owned
    Schwab 89%
    $236M
  15. 11395
    Crown Oak Advisors54 clientsWealth manager
    Schwab 77%Fidelity Distributors Company 23%
    $236M
  16. 11404
    Spectrum Financial ResourcesTroy, MI · 723 clientsWealth managerHybrid
    Pershing 73%Schwab 27%
    $235M
  17. 11405
    PromethiumBethesda, MD · 287 clientsWealth managerWrap sponsor
    Schwab 73%Fidelity 27%
    $235M
  18. 11406
    WhvpZurich, Switzerland · 130 clientsWealth manager
    Bank Vontobel AG 45%Dreyfus Soehne & CIE AG, Banquiers 35%
    $235M
  19. 11409
    Lind Capital PartnersEvanston, IL · 79 clientsWealth manager
    Schwab 58%Fidelity 42%
    $235M
  20. 11414
    Camelotta AdvisorsSan Francisco, CA · 61 clientsWealth manager
    Fidelity 88%
    $235M
  21. 11417
    Sustainable Advisors Alliance LLCTulsa, OK · 559 clientsWealth manager
    Schwab 71%
    $235M
  22. 11435
    Helium Advisors LLCVancouver, WA · 279 clientsWealth manager
    Fidelity 59%Schwab 30%
    $234M
  23. 11441
    Geneva Financial GroupLakewood, NJ · 49 clientsWealth manager
    Pershing 54%BNY 46%
    $234M
  24. 11442
    Adaptation Financial Advisors Inc.Oklahoma City, OK · 690 clientsWealth managerHybrid
    Fidelity 56%Schwab 44%
    $234M
  25. 11443
    MPI Wealth Management LLCHinsdale, IL · 153 clientsWealth manager
    Schwab 68%Fifth Third Bank 32%
    $234M
  26. 11447
    Windmark Investment Partners, Inc.Wilmington, DEAsset manager
    State Street 63%Wells Fargo 37%
    $233M
  27. 11454
    WE Alliance Wealth Advisors, Inc.Roseville, CA · 265 clientsWealth manager
    Equity Advisors Solutions 46%Schwab 35%
    $233M
  28. 11455
    Anchor Wealth Management Group LLCWest Palm Beach, FL · 209 clientsWealth manager
    Fidelity 97%
    $233M
  29. 11462
    Klein Pavlis & Peasley Financial, Inc.Irvine, CA · 338 clientsWealth manager
    Schwab 100%
    $233M
  30. 11465
    Foundry Financial LLCPasadena, CA · 184 clientsWealth manager
    Fidelity 55%Schwab 45%
    $233M
  31. 11467
    Mount Vernon Associates IncBaltimore, MD · 72 clientsWealth manager
    Schwab 84%
    $233M
  32. 11468
    Integrated Capital Management, Inc.Jessup, PA · 926 clientsWealth manager
    Schwab 90%
    $232M
  33. 11479
    Shelter Rock Management, LLCJericho, NY · 142 clientsWealth manager
    Fidelity 99%
    $232M
  34. 11484
    Loudon Investment Management, LLCWest Lebanon, NH · 76 clientsWealth manager
    Schwab 80%
    $232M
  35. 11488
    Radix Financial, LLCGeorge Town, Cayman Islands · 53 clientsAsset manager
    J.P. Morgan 58%Schwab 37%
    $232M
  36. 11489
    Yardley Wealth Management LLCYardley, PA · 169 clientsWealth manager
    Schwab 77%Fidelity 23%
    $232M
  37. 11495
    L&s Investment Advisors, LLCMiami, FL · 415 clientsAsset manager
    Interactive Brokers 68%Morgan Stanley 32%
    $231M
  38. 11498
    BXM Wealth LLCEnglewood, CO · 61 clientsWealth manager
    Fidelity 97%
    $231M
  39. 11500
    Vann Equity Management LLCPlano, TX · 188 clientsWealth managerHybrid
    Goldman Sachs 51%Schwab 49%
    $231M
  40. 11503
    Tenzing Financial LLCWilliamsburg, VA · 165 clientsWealth managerWrap sponsor
    LPL Financial 54%Schwab 46%
    $231M

RIAs by state