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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. 13287
    Joss Brown Wealth AdvisorsWilliamsburg, VA · 129 clientsWealth manager
    Fidelity 60%Schwab 40%
    $162M
  2. 13288
    Dyche, Riley, & Selman Wealth ManagementFayetteville, GA · 165 clientsWealth manager
    Schwab 56%Pershing 42%
    $162M
  3. 13300
    Ironoak WealthCedar Park, TX · 332 clientsWealth manager
    Schwab 99%
    $162M
  4. 13302
    Confidential Management Advisors, Inc.Troy, MI · 69 clientsWealth managerHybridConfidential Management Financial Services, Inc.
    Schwab 87%
    $162M
  5. 13308
    Pincus Capital Management, LPNew York, NY · 17 clientsWealth manager
    J.P. Morgan 84%
    $162M
  6. 13313
    Elite Wealth Management, Inc.Plover, WI · 871 clientsWealth manager
    Schwab 77%Altruist 23%
    $161M
  7. 13316
    TFS Advisors, LLCEdmonds, WA · 151 clientsWealth manager
    Schwab 68%Pershing 32%
    $161M
  8. 13318
    Barnett Capital Advisors LLCMiami, FL · 248 clientsWealth managerBank-affiliated
    Schwab 86%
    $161M
  9. 13324
    Lauer Wealth ManagementValparaiso, IN · 404 clientsWealth manager
    Schwab 80%
    $161M
  10. 13325
    Eagle Harbor Asset Management, Inc.203 clientsWealth manager
    Schwab 89%
    $161M
  11. 13338
    RBF Capital Management, Inc.Sarasota, FL · 18 clientsAsset manager
    Matrix Trust Co 98%
    $161M
  12. 13349
    Fifth SET Private Wealth Management LLC63 clientsWealth manager
    Schwab 64%Fidelity 36%
    $160M
  13. 13358
    Pendleton Financial Wealth ManagementRaleigh, NC · 143 clientsWealth manager
    Schwab 76%Ascensus Trust 24%
    $160M
  14. 13372
    RAI Wealth ManagementPlacentia, CA · 247 clientsWealth manager
    Schwab 53%SEI 47%
    $160M
  15. 13382
    Capital Financial, LLCOlney, MD · 82 clientsAsset manager
    Assetmark Brokerage 75%
    $159M
  16. 13384
    Adare Asset Management, LLCLancaster, PA · 81 clientsWealth manager
    Fidelity 60%Security National Trust 40%
    $159M
  17. 13391
    HDA Wealth Management, LLCPoland, OH · 543 clientsWealth managerHybrid
    Schwab 99%
    $159M
  18. 13410
    Starr-Mathews Financial, LLCCalhoun, GA · 114 clientsWealth managerWrap sponsor
    Schwab 89%
    $159M
  19. 13413
    Sonoma Private Wealth LLCNovato, CA · 85 clientsWealth manager
    Schwab 63%Fidelity Distributors Company 37%
    $158M
  20. 13423
    The Eideard Group, LLCBedford, NH · 27 clientsWealth manager
    Schwab 62%BNY 38%
    $158M
  21. 13428
    Integral Financial Planning LLC70 clientsWealth manager
    Schwab 95%
    $158M
  22. 13430
    M2 Capital AdvisorsValencia, CA · 57 clientsAsset manager
    Axos 69%Matrix Trust 31%
    $158M
  23. 13433
    Hallett AdvisorsPort Angeles, WA · 307 clientsWealth manager
    Schwab 52%SEI 48%
    $158M
  24. 13443
    Bison Investment Advisors, LLCThe Woodlands, TX · 165 clientsWealth manager
    Schwab 45%
    $158M
  25. 13450
    Water Valley Investment Advisors, Inc.Sioux Center, IA · 167 clientsWealth manager
    Schwab 94%
    $157M
  26. 13468
    Breakwater CapitalKalamazoo, MI · 143 clientsWealth manager
    Fidelity 62%Schwab 25%
    $157M
  27. 13469
    Englebert Financial Advisers, LLCAllentown, PA · 297 clientsWealth manager
    Schwab 82%
    $157M
  28. 13470
    DWV Advisors, LLCEssex Junction, VT · 15 clientsWealth manager
    State Street 52%Fiduciary Trust 23%
    $157M
  29. 13473
    Maimon Wealth Management LTD.Ra'anana, Israel · 114 clientsWealth manager
    Interactive Brokers 82%
    $157M
  30. 13476
    Covey Capital Advisors, LLCAtlanta, GA · 28 clientsWealth manager
    Schwab 87%
    $156M
  31. 13478
    401k GenerationAltamonte Springs,, FL · 158 clientsWealth manager
    Schwab 69%American TCS 31%
    $156M
  32. 13494
    Indelible Wealth Group160 clientsWealth manager
    Schwab 59%Fidelity 41%
    $156M
  33. 13495
    DFS AdvisoryDenton, TX · 137 clientsWealth manager
    Betterment 49%Assetmark Brokerage 33%
    $156M
  34. 13501
    Lipper Advisory Services Inc20 clientsAsset manager
    J.P. Morgan 70%Schwab 30%
    $156M
  35. 13514
    GRP Retirement PlanningFarmingdale, ME · 846 clientsWealth manager
    Schwab 100%
    $155M
  36. 13524
    Merrithew & Thorsten, Inc.San Diego, CA · 125 clientsWealth manager
    Altruist 97%
    $155M
  37. 13529
    Broadview Wealth Management, LLC74 clientsWealth manager
    Schwab 73%Fidelity 27%
    $155M
  38. 13530
    Vega Capital Group LLC65 clientsWealth manager
    Morgan Stanley 55%LPL Financial 45%
    $155M
  39. 13531
    Vitral Advisors LLC159 clientsAsset managerAffiliated broker-dealerMaximiza Casa De Bolsa C.A.
    Interactive Brokers 33%Merrill / Bank of America 30%
    $155M
  40. 13533
    Lake Avenue Financial LLCPasadena, CA · 294 clientsWealth manager
    Altruist 52%Fidelity Distributors Company 45%
    $155M

RIAs by state