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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. 12595
    Alvin Clay Financial Advisors, LLCJenkintown, PA · 178 clientsWealth manager
    SEI 82%
    $187M
  2. 12597
    Block Wealth Management, Inc80 clientsWealth manager
    Schwab 82%
    $186M
  3. 12606
    Merited Wealth, LLCNorth Bay Village, FL · 186 clientsWealth manager
    Fidelity 83%
    $186M
  4. 12613
    Schrum Private Wealth Management, LLCSaint Augustine, FL · 173 clientsWealth manager
    Schwab 78%Fidelity 22%
    $186M
  5. 12617
    The Kocen Financial Group, Inc.Rancho Mirage, CA · 222 clientsWealth manager
    Schwab 51%SEI 49%
    $186M
  6. 12623
    Doheny Asset Management, L.L.C.Los Angeles, CA · 48 clientsWealth manager
    Schwab 66%Citi 24%
    $186M
  7. 12624
    First Mason Financial, LLCMedina, OH · 383 clientsWealth manager
    Fidelity Distributors Company 99%
    $186M
  8. 12628
    Archer Pointe Wealth Management, LLCDavis, CA · 104 clientsWealth manager
    Schwab 57%Altruist 37%
    $186M
  9. 12631
    Hoffman Capital Advisors LLCCranberry Twp, PA · 370 clientsWealth managerWrap sponsorHybrid
    Fidelity 89%
    $185M
  10. 12633
    Ahara AdvisorsJersey City, NJ · 55 clientsWealth manager
    Fidelity 83%
    $185M
  11. 12634
    Guild Investment Management, Inc.Westlake Village, CA · 90 clientsWealth manager
    Citi 61%Schwab 33%
    $185M
  12. 12638
    Jackson Avenue, LLC61 clientsAsset manager
    Empower Trust Company 51%MID Atlantic Trust 33%
    $185M
  13. 12651
    Avail Investment Partners, LLCLemont, PA · 144 clientsWealth manager
    Fidelity 89%
    $184M
  14. 12658
    Equity Armor InvestmentsChicago, IL · 92 clientsAsset manager
    Schwab 81%
    $184M
  15. 12661
    Global Wealth Management, L.C.Deerfield Beach, FL · 34 clientsWealth manager
    Bank Vontobel AG 53%Interactive Brokers 31%
    $184M
  16. 12665
    Authentikos Wealth Advisory LLCNew Braunfels, TX · 432 clientsWealth managerWrap sponsor
    Fidelity 52%Schwab 48%
    $184M
  17. 12669
    High Pines Wealth Management LLCDuxbury, MA · 163 clientsWealth manager
    Fidelity 64%Schwab 36%
    $184M
  18. 12670
    Alpenglobal Capital, LLC141 clientsWealth manager
    RBC 99%
    $184M
  19. 12673
    MytimeequityPlano, TX · 512 clientsWealth manager
    Schwab 60%Interactive Brokers 37%
    $184M
  20. 12692
    Nardis Advisors LLC153 clientsWealth manager
    Pershing 86%
    $183M
  21. 12708
    The Pension GroupDublin, OH · 599 clientsWealth manager
    Fidelity 84%
    $182M
  22. 12709
    GSI Capital Advisors LLCNewport Beach, CA · 3 clientsAsset manager
    BNY 72%Principal Trust 28%
    $182M
  23. 12710
    Clearview Wealth ManagementCharlotte, NC · 144 clientsWealth manager
    Schwab 70%Fidelity 30%
    $182M
  24. 12712
    Marsh Wealth Management, LLCKnoxville, TN · 181 clientsWealth manager
    Schwab 90%
    $182M
  25. 12715
    Riho Partners, LLC6 clientsAsset manager
    Pershing 69%J.P. Morgan 31%
    $182M
  26. 12717
    Financial Freedom for Dentists LLCSnoqualmie, WA · 143 clientsWealth manager
    Schwab 95%
    $182M
  27. 12725
    MRD, Inc.73 clientsWealth manager
    Schwab 52%Fidelity 48%
    $182M
  28. 12738
    Front Porch Financial AdvisoryCharlotte, NC · 132 clientsWealth manager
    Schwab 65%Voya Retirement Advisors 23%
    $181M
  29. 12744
    Chronos Capital Advisors LLCMiami, FL · 6 clientsWealth manager
    J.P. Morgan 58%Banco Santander 42%
    $181M
  30. 12750
    Cornerstone Investment Advisors, LLCBoulder, CO · 122 clientsWealth manager
    Schwab 83%
    $181M
  31. 12762
    Broad Reach Capital LLCRaleigh, NC · 22 clientsAsset manager
    Pinnacle Financial Partners 52%Equity Trust 37%
    $180M
  32. 12766
    Steven G. Blum and Associates, LLCSwarthmore, PA · 70 clientsWealth manager
    Schwab 52%Fidelity 35%
    $180M
  33. 12767
    Lander & Associates Inc48 clientsWealth manager
    Schwab 86%
    $180M
  34. 12768
    Wacker & Associates, Inc.Jackson, MN · 183 clientsWealth manager
    Schwab 88%
    $180M
  35. 12771
    Fleisher, Martin12 clientsWealth manager
    Vanguard 56%Schwab 25%
    $180M
  36. 12778
    Kestrel Investment Management CorpSan Mateo, CA · 9 clientsAsset manager
    State Street 62%FNZ Trust 27%
    $180M
  37. 12783
    Winter & Associates, Inc.St. Paul, MN · 208 clientsWealth manager
    Schwab 58%Pershing 42%
    $180M
  38. 12784
    Keen Capital, LTDChapin, SC · 113 clientsWealth manager
    Schwab 87%
    $180M
  39. 12786
    Arc24 Management, LPNew York, NY · 6 clientsPrivate fund adviser
    J.P. Morgan 83%
    $180M
  40. 12789
    Allaria Asset Management, LLCMiami, FL · 15 clientsAsset managerHybridAllaria S.A., Allaria Securities, LLC, clears through Pershing
    Interactive Brokers 36%J.P. Morgan 29%Pershing 23%
    $180M

RIAs by state