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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. 13021
    Clayton Partners LLCBerkeley, CA · 56 clientsWealth manager
    Schwab 72%J.P. Morgan 28%
    $172M
  2. 13034
    Scottsdale Wealth Planning, Inc.Scottsdale, AZ · 79 clientsWealth manager
    Schwab 99%
    $172M
  3. 13054
    Harbor IthakaAventura, FL · 43 clientsPrivate fund adviser
    Bank OZK 65%
    $171M
  4. 13066
    MCM WealthNovato, CA · 85 clientsWealth manager
    Fidelity 78%Columbia Private Trust 22%
    $171M
  5. 13068
    Proactive Capital Management, Inc.Topeka, KS · 272 clientsWealth manager
    Schwab 77%Tiaa-Cref Individual & Institutional Services 23%
    $171M
  6. 13070
    IGW Advisory Investment Management LLCLos Angeles, CA · 29 clientsWealth manager
    Fidelity 62%Brown Brothers Harriman Investments 38%
    $171M
  7. 13074
    Allison Investment Management, LLCColumbia, SC · 100 clientsWealth managerHybrid
    Schwab 51%Fidelity 49%
    $170M
  8. 13075
    Cirrus Capital LLCBloomfield Hills, MI · 333 clientsWealth manager
    Schwab 95%
    $170M
  9. 13086
    Focus 401 (k) Group, LLCAddison, TX · 27 clientsAsset manager
    Reliance Trust 47%
    $170M
  10. 13100
    Stonekeep Investments, LLC114 clientsWealth manager
    Schwab 91%
    $170M
  11. 13102
    Avise FinancialLos Angeles, CA · 170 clientsWealth manager
    Schwab 69%Altruist 31%
    $169M
  12. 13110
    Private Harbour Investment Management & Counsel LLC.141 clientsWealth manager
    U. S. Bank 67%Schwab 33%
    $169M
  13. 13113
    Family Legacy PlanningBentonville, AR · 341 clientsWealth manager
    Fidelity 81%
    $169M
  14. 13119
    Rigden Capital StrategiesEnglewood, CO · 334 clientsWealth manager
    Schwab 75%
    $169M
  15. 13126
    Meyer Gates Financial Advisors, IncWest Chester, OH · 177 clientsWealth manager
    Fidelity 78%
    $169M
  16. 13127
    F5 Financial Planning, L.L.C.128 clientsWealth manager
    Altruist 77%Byallaccounts 23%
    $169M
  17. 13132
    Stewardship CapitalIndependence, MO · 392 clientsWealth manager
    Schwab 71%Fidelity 29%
    $168M
  18. 13133
    TLC Group Investment Advisors, LLCState College, PA · 205 clientsWealth managerHybrid
    Fidelity 77%Hand Benefits & Trust 23%
    $168M
  19. 13135
    Wallick Investments, LLCColumbia, SC · 304 clientsWealth manager
    Goldman Sachs 74%Schwab 26%
    $168M
  20. 13146
    Lloyd Park, LLC97 clientsWealth manager
    Schwab 89%
    $168M
  21. 13147
    Lilliano Capital Management LLCPhoenix, AZ · 409 clientsWealth manager
    Schwab 99%
    $168M
  22. 13148
    Hawkins Investment Counsel, LLC98 clientsWealth manager
    Schwab 98%
    $168M
  23. 13151
    Illuminate Wealth ManagementBarrington, IL · 77 clientsWealth manager
    Schwab 59%Fidelity 41%
    $168M
  24. 13181
    Strategic Financial Management, LLC27 clientsWealth manager
    J.P. Morgan 82%
    $167M
  25. 13184
    J.P. Capital Management, Inc.Eugene, OR · 43 clientsWealth manager
    Interactive Brokers 62%Schwab 38%
    $167M
  26. 13191
    TR Capital Management, LLCRockville Centre, NY · 7 clientsPrivate fund adviser
    Wilmington Trust 68%
    $166M
  27. 13192
    Great Lakes Wealth, LLCNorthville, MI · 248 clientsWealth managerHybrid
    Raymond James 88%
    $166M
  28. 13213
    Cambier Capital, LLCNaples, FL · 93 clientsWealth manager
    Goldman Sachs 63%Schwab 37%
    $165M
  29. 13216
    Olive Street Capital Partners LLCLos Angeles, CA · 8 clientsWealth manager
    Merrill / Bank of America 38%Schwab 36%Fidelity 25%
    $165M
  30. 13233
    SLO Money ManagersAtascadero, CA · 148 clientsWealth manager
    Schwab 88%
    $165M
  31. 13240
    Black Barn Financial, LLCAustin, TX · 154 clientsWealth manager
    Schwab 98%
    $165M
  32. 13243
    Bice Wealth Management LLCMiami, FL · 65 clientsWealth managerBank-affiliatedAffiliated broker-dealerBice Agente De Valores Limitada, Bice Inversiones Corredores De Bolsa S.A.
    Pershing 34%
    $164M
  33. 13246
    Naples Money Management LLCNaples, FL · 184 clientsWealth manager
    Fidelity 79%
    $164M
  34. 13254
    ACT Capital Management, LLCWayne, PA · 16 clientsPrivate fund adviser
    Vanguard 87%
    $164M
  35. 13265
    Integrity Wealth Management, Inc.Spokane, WA · 169 clientsWealth manager
    Fidelity 71%Schwab 29%
    $163M
  36. 13268
    Collie Financial Planning, Inc.Black Mountain, NC · 243 clientsWealth manager
    Altruist 65%Schwab 35%
    $163M
  37. 13273
    Main Advisory, Inc.Canonsburg, PA · 214 clientsWealth manager
    Fidelity 54%Axos 46%
    $163M
  38. 13282
    Dedicated Capital Advisors, LLCSan Francisco, CA · 73 clientsWealth manager
    Schwab 53%Fidelity 47%
    $162M
  39. 13283
    Taurus FinancialJersey City, NJ · 127 clientsWealth managerHybrid
    Schwab 85%
    $162M
  40. 13286
    Tessara WealthBurlingame, CA · 143 clientsWealth manager
    Betterment 72%Schwab 28%
    $162M

RIAs by state