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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. 11504
    Sachem Investment Counsel LLC11 clientsWealth manager
    UBS 92%
    $231M
  2. 11511
    UnimarMiami, FL · 43 clientsPrivate fund adviser
    Pershing 78%
    $231M
  3. 11513
    Amplify Financial, LLCScottsdale, AZ · 1,601 clientsWealth managerHybridAshton Thomas Securities, LLC
    Schwab 78%
    $231M
  4. 11514
    Forest Asset Management LLCRiverside, IL · 114 clientsWealth manager
    Fidelity 70%Schwab 30%
    $231M
  5. 11522
    Scratch CapitalBoise, ID · 162 clientsWealth manager
    Schwab 100%
    $230M
  6. 11530
    Wlth Capital Management, LLCChandler, AZ · 81 clientsWealth manager
    Schwab 69%Fidelity 31%
    $230M
  7. 11531
    Montgomery FinancialOcean City, MD · 952 clientsWealth manager
    Schwab 86%
    $230M
  8. 11532
    Tableaux WealthGreat Barrington, MA · 209 clientsWealth manager
    Fidelity 63%Schwab 37%
    $230M
  9. 11535
    Turner Financial Group, Inc.Pace, FL · 620 clientsWealth managerHybrid
    Schwab 76%Goldman Sachs 24%
    $230M
  10. 11543
    Antonelli Financial Advisors, LLCGrosse Pointe, MI · 193 clientsWealth manager
    Fidelity 86%
    $229M
  11. 11549
    Hemisphere Partners LLCNew York, NY · 40 clientsWealth manager
    Morgan Stanley 53%J.P. Morgan 37%
    $229M
  12. 11553
    LSB Wealth ManagementAnkeny, IA · 383 clientsWealth managerBank-affiliatedHybrid
    LPL Financial 51%Fifth Third Securities 49%
    $229M
  13. 11555
    J W Korth & CompanyLansing, MI · 12 clientsBroker-dealer firmHybridJ.W. Korth & Company, Limited Partnership
    Pershing 56%RBC 44%
    $229M
  14. 11556
    Westview Investment AdvisorsBurlington, VT · 165 clientsWealth manager
    Fidelity 54%Schwab 46%
    $229M
  15. 11559
    Calderwood Financial Strategies, Inc.Houston, TX · 69 clientsAsset manager
    Fidelity 64%SEI 36%
    $229M
  16. 11569
    Bay Capital Advisors, LLCVirginia Beach, VA · 195 clientsWealth manager
    Schwab 81%
    $228M
  17. 11572
    Snider AdvisorsIrving, TX · 357 clientsWealth manager
    Tradestation Securities 63%Interactive Brokers 37%
    $228M
  18. 11584
    Pilotage Private Wealth AGZurich, Switzerland · 85 clientsAsset manager
    Bank Julius Baer & Co. LTD. 65%EFG Bank AG 22%
    $228M
  19. 11585
    MRP Capital Investments, LLCAlpharetta, GA · 149 clientsWealth managerHybrid
    Schwab 61%Morgan Stanley 39%
    $228M
  20. 11586
    Podell Financial Group LLCFairfield, NJ · 236 clientsWealth manager
    Schwab 88%
    $228M
  21. 11587
    The Wealthgarden F.S. LLCEl Segundo, CA · 236 clientsWealth manager
    Fidelity 56%Schwab 44%
    $228M
  22. 11588
    Sandro Wealth Management LLCFairfield, NJ · 55 clientsWealth manager
    Schwab 76%Pershing 24%
    $228M
  23. 11594
    Echo45 Advisors LLCWalnut Creek, CA · 201 clientsWealth manager
    Schwab 83%
    $227M
  24. 11597
    Gilpin Wealth Management LLCGolden, CO · 191 clientsWealth manager
    Schwab 98%
    $227M
  25. 11602
    Premier Estate Planners, LLCClinton Township, MI · 584 clientsWealth manager
    Axos 68%Schwab 32%
    $227M
  26. 11603
    Alerce Investment Management, L.P.Chicago, IL · 25 clientsPrivate fund adviser
    Computershare Trust Company 44%Pershing 35%
    $227M
  27. 11620
    Angelus Investment Consulting, Inc.Coral Gables, FL · 30 clientsWealth managerHybrid
    J.P. Morgan 61%Citi 23%
    $226M
  28. 11624
    Dragus Capital, LLCCoral Gables, FL · 86 clientsWealth manager
    Banco Sabadell Miami Branch 65%Merrill / Bank of America 25%
    $226M
  29. 11629
    DVB Private WealthHarrisburg, PA · 249 clientsWealth manager
    LPL Financial 82%
    $226M
  30. 11647
    The Perspective GroupLawrence, KS · 297 clientsWealth managerWrap sponsorHybrid
    LPL Financial 90%
    $225M
  31. 11655
    Retirement Plans, Inc.Westerville, OH · 278 clientsAsset manager
    Transamerica Trust 53%Reliance Trust 26%
    $225M
  32. 11656
    Bantamac Capital, LLCChicago, IL · 14 clientsAsset manager
    Northern Trust 64%Schwab 36%
    $225M
  33. 11662
    Financial Management, Inc.Little Rock, AR · 184 clientsAsset managerHybridCrews & Associates, Inc.
    Schwab 57%Ascensus Broker Dealer Services 43%
    $224M
  34. 11668
    Aligne Wealth Advisors Investment Management (awaim)Los Angeles, CA · 220 clientsWealth manager
    LPL Financial 87%
    $224M
  35. 11671
    Bucket List Wealth Management, LLCThe Villages, FL · 482 clientsWealth manager
    Schwab 65%Fidelity 35%
    $224M
  36. 11676
    Mainstream Capital ManagementLos Angeles, CA · 170 clientsWealth managerHybrid
    Raymond James 73%Schwab 27%
    $224M
  37. 11679
    Wealth Teams AllianceIrvine, CA · 812 clientsWealth managerHybrid
    Axos 72%Schwab 28%
    $224M
  38. 11687
    Noble Wealth Management, Inc.Newport Beach, CA · 233 clientsWealth managerHybrid
    Schwab 99%
    $223M
  39. 11690
    Wincap Financial LLCBoston, MA · 270 clientsWealth managerWrap sponsor
    Schwab 67%Fidelity 33%
    $223M
  40. 11693
    Whalen FinancialLas Vegas, NV · 400 clientsWealth manager
    Schwab 94%
    $223M

RIAs by state