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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. 11695
    Three Peaks Capital Management, LLCCastle Rock, CO · 72 clientsWealth manager
    BOK Financial 73%
    $223M
  2. 11704
    Innealta Capital117 clientsAsset manager
    U.S. Bank 83%
    $222M
  3. 11708
    Kerusso Capital Management, LLCWinston-Salem, NC · 22 clientsAsset manager
    State Street 49%First Horizon Advisors 26%J.P. Morgan 25%
    $222M
  4. 11711
    Colrain Capital LLCBoston, MA · 87 clientsWealth manager
    Pershing 46%Schwab 37%
    $222M
  5. 11718
    Cross Border Wealth, LLCNew York, NY · 531 clientsWealth manager
    Novia Global 43%Schwab 37%
    $222M
  6. 11719
    MFG Family Office LLCCdmx, Mexico · 5 clientsAsset manager
    J.P. Morgan 88%
    $222M
  7. 11720
    Via IV Investments, LLCBurr Ridge, IL · 532 clientsWealth manager
    Fidelity 87%
    $222M
  8. 11724
    Pacific Park Financial, Inc.Laguna Hills, CA · 211 clientsWealth manager
    Schwab 94%
    $222M
  9. 11731
    Lynx Advisory PartnersCoral Gables, FL · 113 clientsWealth manager
    Morgan Stanley 60%Pershing 23%
    $221M
  10. 11733
    Wisdom Index AdvisorsProsper, TX · 197 clientsWealth manager
    Schwab 100%
    $221M
  11. 11750
    Strategic Financial Planning, Inc.Plano, TX · 62 clientsWealth manager
    Schwab 88%
    $221M
  12. 11754
    Great Gable Wealth Management, LLCBeverly Hills, CA · 301 clientsWealth manager
    Schwab 56%Fidelity 44%
    $221M
  13. 11771
    Strategic Swiss Advisors AGWollerau, Switzerland · 5 clientsWealth managerBank-affiliated
    Bank Julius Baer & Co. LTD. 77%UBS 23%
    $220M
  14. 11774
    Alpha Wealth Strategies, LLC36 clientsWealth manager
    SEI 88%
    $220M
  15. 11776
    Ekon Advisors, LLCSt. Louis, MO · 15 clientsAsset managerHybrid
    Matrix Trust 46%Vanguard 34%
    $220M
  16. 11777
    RHS Financial, LLCSan Francisco, CA · 136 clientsWealth manager
    Schwab 74%Interactive Brokers 25%
    $220M
  17. 11780
    The Personal Wealth CoachSalado, TX · 233 clientsWealth manager
    Pershing 84%
    $220M
  18. 11782
    Copper Leaf Financial, LLCWilliston, VT · 155 clientsWealth manager
    Fidelity 68%Schwab 32%
    $220M
  19. 11785
    Skyoak Capital, Inc.Las Vegas, NV · 268 clientsWealth manager
    Schwab 90%
    $219M
  20. 11787
    Robert Stephen Capital Management LLCTulsa, OK · 188 clientsWealth manager
    Raymond James 57%Fidelity Distributors Company 43%
    $219M
  21. 11799
    Foster & Wood, Inc.Lake Oswego, OR · 108 clientsAsset manager
    Schwab 43%Empower Financial Services 26%
    $219M
  22. 11803
    Miami Valley Portfolio Management IncBrookville, OH · 738 clientsWealth managerHybrid
    SEI 74%Stonex Financial 26%
    $219M
  23. 11804
    Park Square Financial Group LLCRoswell, GA · 430 clientsWealth managerWrap sponsor
    Fidelity 82%
    $219M
  24. 11807
    Great Hill AdvisoryPort Washington, NY · 118 clientsWealth manager
    Schwab 99%
    $218M
  25. 11811
    Irth Capital Management, LPNew York, NY · 5 clientsAsset manager
    Goldman Sachs 53%J.P. Morgan 25%
    $218M
  26. 11817
    Rockbridge Asset Management, LLCAlexandria, VA · 58 clientsWealth manager
    Fidelity 89%
    $218M
  27. 11822
    Arrow Wealth Advisory LLC31 clientsAsset manager
    Schwab 52%J.P. Morgan 48%
    $218M
  28. 11829
    Sound Financial Strategies Group, LLCMadison, MS · 593 clientsWealth managerHybrid
    Raymond James 57%Schwab 43%
    $218M
  29. 11831
    Affinity Wealth LLCCanton, OH · 317 clientsWealth manager
    SEI 89%
    $218M
  30. 11839
    Grange Capital, LLCBeaverton, OR · 259 clientsWealth manager
    Schwab 68%Fidelity 32%
    $217M
  31. 11840
    New Horizon Financial Strategies, LLCIthaca, NY · 261 clientsWealth manager
    Fidelity 58%
    $217M
  32. 11848
    Lifetime Wealth Management P.C.Rockwall, TX · 119 clientsWealth manager
    Schwab 98%
    $217M
  33. 11857
    Delta Advisory Group, Inc.Maitland, FL · 468 clientsWealth manager
    Schwab 96%
    $216M
  34. 11874
    Advantage Investment ManagementLouisville, KY · 369 clientsWealth manager
    Schwab 90%
    $215M
  35. 11876
    Illumine Investment Management, LLCPoulsbo, WA · 90 clientsWealth manager
    Fidelity 91%
    $215M
  36. 11877
    Dishmi Capital, LLCPasadena, CA · 76 clientsWealth managerWrap sponsor
    Fidelity 95%
    $215M
  37. 11878
    Consilium, LLCBoulder, CO · 24 clientsAsset manager
    Schwab 87%
    $215M
  38. 11882
    Broadway Advisor GroupAlbany, NY · 321 clientsWealth manager
    Interactive Brokers 55%Fidelity 45%
    $215M
  39. 11886
    Kinwell LLCCharleston, SC · 129 clientsAsset manager
    Empower Trust 56%Schwab 44%
    $215M
  40. 11890
    Eastsound Capital Advisors, LLC247 clientsWealth manager
    Schwab 74%
    $215M

RIAs by state