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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. 12344
    Charter Wealth ManagementRaleigh, NC · 108 clientsAsset manager
    Schwab 55%Empower Financial Services 45%
    $196M
  2. 12350
    Fort Street Asset Management LLCHonolulu, HI · 30 clientsPrivate fund adviser
    Interactive Brokers 70%Schwab 30%
    $195M
  3. 12352
    Westmark Wealth ManagementPhoenix, AZ · 575 clientsWealth manager
    Fidelity 80%
    $195M
  4. 12356
    FEG Curio Investment Partners, LLCCincinnati, OH · 15 clientsPrivate fund adviser
    Schwab 66%Fidelity 34%
    $195M
  5. 12361
    Ohiggins Asset Management Inc49 clientsAsset manager
    Vanguard 63%Fidelity 37%
    $195M
  6. 12367
    Sensible Portfolios, LLC173 clientsWealth manager
    Schwab 87%
    $195M
  7. 12371
    Liberty Financial Group, Inc.Elm Grove, WI · 238 clientsWealth manager
    Schwab 98%
    $194M
  8. 12379
    Innovative Advisory GroupLexington, MA · 300 clientsWealth manager
    Schwab 86%
    $194M
  9. 12395
    Retirement Plan Fiduciaries, LLC51 clientsAsset manager
    MID Atlantic Trust 38%
    $193M
  10. 12396
    Kastel Capital Advisors, LLCWellesley, MA · 67 clientsWealth manager
    Fidelity 72%Schwab 28%
    $193M
  11. 12412
    Fulcrum Wealth ManagementPlano, TX · 487 clientsWealth managerWrap sponsor
    Schwab 83%
    $193M
  12. 12416
    Thomas LEO Advisory, LLCMinneapolis, MN · 145 clientsWealth manager
    Schwab 68%SEI 32%
    $193M
  13. 12417
    NumaMiami, FL · 60 clientsWealth manager
    Interactive Brokers 47%J.P. Morgan 31%BTG Pactual US Capital 22%
    $193M
  14. 12430
    Greenshields Capital LLCEl Segundo, CA · 140 clientsWealth manager
    Fidelity 69%Schwab 31%
    $192M
  15. 12431
    Park State Asset Management LLCBeverly, MA · 60 clientsWealth manager
    Fidelity 66%Schwab 25%
    $192M
  16. 12432
    Hampton Rock Wealth ManagementAustin, TX · 56 clientsWealth managerHybridHamptonrock Partners, LLC
    Schwab 86%
    $192M
  17. 12433
    Blueheel LLCDallas, TX · 4 clientsPrivate fund adviser
    Jefferies 60%Btig 22%
    $192M
  18. 12443
    Investors Mosaic33 clientsWealth manager
    Schwab 62%Fidelity 38%
    $192M
  19. 12447
    Pierson Wealth ManagementAtlanta, GA · 260 clientsWealth manager
    Raymond James 78%
    $192M
  20. 12448
    Pettee Investors IncRowayton, CT · 27 clientsWealth manager
    J.P. Morgan 33%Schwab 29%
    $192M
  21. 12450
    Five Pine WealthCoeur D'alene, ID · 350 clientsWealth manager
    Schwab 86%
    $192M
  22. 12451
    K2 Financial Inc.Glendora, CA · 393 clientsWealth managerHybrid
    SEI 88%
    $192M
  23. 12465
    Oceanside Advisors LLCMount Pleasant, SC · 253 clientsWealth manager
    Schwab 88%
    $191M
  24. 12466
    Anchor CapitalAliso Viejo, CA · 26 clientsAsset managerHybrid
    Schwab 73%Interactive Brokers 27%
    $191M
  25. 12472
    Apex Wealth Management, LLCBedford, NH · 114 clientsWealth manager
    Schwab 58%Fidelity 42%
    $191M
  26. 12480
    LFG Wealth Partners, LLCElizabethtown, KY · 360 clientsWealth manager
    Fidelity 62%Altruist 38%
    $191M
  27. 12500
    Conceptual Financial Advisors, LLCAppleton, WI · 426 clientsWealth managerWrap sponsorHybrid
    LPL Financial 88%
    $190M
  28. 12507
    Financial Independence Advisors, LLCJacksonville, FL · 186 clientsWealth manager
    Fidelity 83%
    $190M
  29. 12515
    Financial Strategies GroupFargo, ND · 659 clientsWealth managerHybrid
    Axos 86%
    $189M
  30. 12518
    Argosy-Lionbridge Management, LLCWayne, PA · 5 clientsAsset manager
    BNY 84%
    $189M
  31. 12526
    Azarias Capital Management, L.P.Westchester, PA · 2 clientsAsset manager
    BNY 54%Wells Fargo 31%
    $189M
  32. 12537
    Amicorp Wealth ServicesMiami, FL · 13 clientsAsset managerAffiliated broker-dealerAmergeris Global Markets (UK) LTD, Amicorp Asset Management Singapore PTE. LTD
    NPB 87%
    $189M
  33. 12541
    Bristlecone Value Partners, LLCLos Angeles, CA · 94 clientsWealth manager
    Schwab 75%Fidelity 25%
    $188M
  34. 12543
    ColarionMountain Brook, AL · 96 clientsWealth manager
    Schwab 60%
    $188M
  35. 12554
    Shadowfall Capital & Research LLPLondon, United Kingdom · 5 clientsPrivate fund adviser
    Goldman Sachs 96%
    $188M
  36. 12564
    SFG Wealth Advisors, LLCTampa, FL · 251 clientsWealth managerHybridThe Strategic Financial Alliance, Inc.
    Fidelity Distributors Company 53%Schwab 47%
    $188M
  37. 12565
    Finarc Investments, Inc.Norwood, MA · 93 clientsWealth manager
    Schwab 98%
    $188M
  38. 12578
    Advice & Planning Services LLCYoungwood, PA · 319 clientsWealth managerHybrid
    Schwab 0%Altruist 0%
    $187M
  39. 12583
    Secure PlanningPortsmouth, NH · 529 clientsBroker-dealer firmHybrid
    SEI 86%
    $187M
  40. 12588
    Picea Capital LLCMiami, FL · 15 clientsWealth manager
    J.P. Morgan 46%Citi 46%
    $187M

RIAs by state