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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. 12086
    Masonboro AdvisorsWilmington, NC · 228 clientsWealth manager
    Schwab 55%Fidelity 45%
    $206M
  2. 12093
    ADC Wealth Management, LLCMassapequa, NY · 93 clientsWealth manager
    Interactive Brokers 53%Axos 47%
    $206M
  3. 12094
    HFH Planning Inc.122 clientsWealth manager
    Schwab 98%
    $206M
  4. 12105
    The Putney Financial Group LLCSan Rafael, CA · 215 clientsWealth managerHybrid
    Pershing 87%
    $205M
  5. 12106
    Rookwood Wealth Management, LLC67 clientsWealth manager
    Schwab 98%
    $205M
  6. 12115
    Flavin Financial Services, Inc.Melbourne, FL · 182 clientsWealth manager
    Fidelity 62%Schwab 38%
    $205M
  7. 12125
    Broyhill Asset Management, LLCCharlotte, NC · 91 clientsAsset manager
    Fidelity 56%Schwab 44%
    $205M
  8. 12132
    Guiry Capital Management, LLCPalm Beach Gardens, FL · 33 clientsWealth manager
    Schwab 52%Merrill / Bank of America 48%
    $204M
  9. 12137
    Alianza Corp. Investment AdvisorMiami, FL · 1,207 clientsAsset managerAffiliated broker-dealerAlianza Valores Comisionista, SA
    Pershing 64%J.P. Morgan 36%
    $204M
  10. 12144
    Crystal Rock Capital Management, LLC.Bannockburn, IL · 1 clientsPrivate fund adviser
    Merrill / Bank of America 59%J.P. Morgan 41%
    $204M
  11. 12174
    Robinson Value Management, LTD.San Antonio, TX · 56 clientsWealth manager
    Pershing 51%Schwab 49%
    $202M
  12. 12176
    Johnson Lyman Wealth AdvisorsLos Altos, CA · 57 clientsWealth manager
    Schwab 98%
    $202M
  13. 12179
    KCD Financial, Inc.Green Bay, WI · 1,257 clientsBroker-dealer firmHybrid
    TradePMR / Robinhood 68%
    $202M
  14. 12180
    J M Brown Financial PartnersTulsa, OK · 501 clientsWealth managerHybrid
    Schwab 76%American Funds 24%
    $202M
  15. 12185
    Blong FinancialMemphis, TN · 314 clientsWealth manager
    Fidelity 92%
    $202M
  16. 12189
    Simetria Advisory Group LLCMiami, FL · 417 clientsAsset managerHybridBrasil Plural Securities LLC, Luso Partners Sociedade Corretora, S.A.
    Interactive Brokers 84%
    $202M
  17. 12194
    Saul Wealth Advisors, LLCMiami, FL · 106 clientsWealth manager
    Schwab 61%BNY 39%
    $201M
  18. 12198
    Paradigm Wealth Advisory LLCBridgewater, NJ · 283 clientsWealth managerWrap sponsorHybrid
    LPL Financial 95%
    $201M
  19. 12204
    Upper Left Wealth Management, LLC95 clientsWealth manager
    Schwab 86%
    $201M
  20. 12212
    Calculated WealthMadison, WI · 194 clientsWealth manager
    Schwab 94%
    $201M
  21. 12223
    Laughlin Financial LLCBloomington, IN · 82 clientsWealth manager
    Schwab 99%
    $200M
  22. 12227
    Chapman Investment Management, LLC62 clientsWealth manager
    Schwab 60%U.S. Bank 40%
    $200M
  23. 12243
    IA Network, LLCCharlotte, NC · 259 clientsWealth managerHybrid
    Schwab 72%SEI 28%
    $200M
  24. 12244
    Capital Asset Management, Inc.Columbus, OH · 124 clientsWealth manager
    Fidelity Distributors Company 99%
    $200M
  25. 12255
    Naviquant181 clientsAsset manager
    Empower Financial Services 46%Paychex Securities 33%
    $199M
  26. 12261
    Barron Financial Group, LLPTorrington, CT · 193 clientsWealth manager
    Fidelity 98%
    $199M
  27. 12269
    Capital Squared Financial LLCRockville, MD · 87 clientsWealth manager
    Schwab 100%
    $199M
  28. 12271
    InvisorSeneca, KS · 265 clientsAsset manager
    Matrix Trust 56%Schwab 33%
    $199M
  29. 12272
    Paladin PartnersHartland, WI · 45 clientsWealth manager
    RBC 53%Schwab 47%
    $199M
  30. 12286
    Entasis Asset Management LLCBrookfield, WI · 159 clientsWealth manager
    Schwab 68%Fidelity 32%
    $198M
  31. 12292
    Preston InvestmentsKingman, AZ · 2,528 clientsWealth manager
    Schwab 85%
    $198M
  32. 12303
    Osprey Capital Management Corp.Miami Beach, FLWealth managerHybridVasiliou & Company Inc.
    UBS 58%48, Route DES Acacias, 1211 Geneva 73, Switzerland 42%
    $197M
  33. 12308
    Schwallier Wealth ManagementGrand Rapids, MI · 292 clientsWealth managerWrap sponsor
    Fidelity 72%LPL Financial 28%
    $197M
  34. 12313
    Bradley Wealth LLCScottsdale, AZ · 204 clientsWealth manager
    Altruist 67%Pershing 30%
    $197M
  35. 12318
    Kingdom Legacy Advisors223 clientsWealth manager
    Schwab 84%
    $197M
  36. 12323
    Amphora Wealth Management, LLCChapel Hill, NC · 103 clientsWealth manager
    Fidelity 87%
    $196M
  37. 12324
    Reyes Financial Architecture Inc.San Diego, CA · 170 clientsWealth manager
    Schwab 99%
    $196M
  38. 12327
    Hummer Financial Advisory Services Inc44 clientsWealth manager
    Wells Fargo 66%Schwab 34%
    $196M
  39. 12332
    Hillman Capital Management IncBethesda, MD · 185 clientsAsset managerHybrid
    Schwab 63%Morgan Stanley 24%
    $196M
  40. 12341
    Ark Advisors LLCBloomington, IL · 339 clientsWealth manager
    Wells Fargo 86%
    $196M

RIAs by state