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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. 13732
    Prestige Wealth ManagementSouthlake, TX · 297 clientsWealth managerWrap sponsor
    Fidelity 91%
    $148M
  2. 13735
    Tsai Capital Corporation52 clientsWealth manager
    Stifel, Nicolaus & Company, Incorporated 76%Pershing 24%
    $148M
  3. 13736
    Tax Efficient Asset Management Solution, Inc.Newport Beach, CA · 87 clientsWealth manager
    Schwab 88%
    $148M
  4. 13739
    Quorus Inc.Westport, CT · 174 clientsWealth managerPublic-company owned
    Schwab 99%
    $148M
  5. 13747
    Barrett Wealth Connection LLCSpring Grove, IL · 177 clientsWealth manager
    Schwab 81%
    $148M
  6. 13752
    Fairfax Global Investment Management LLC277 clientsAsset managerHybridFXI Barbados LTD, Lightspeed Financial Services Group LLC, clears through Interactive Brokers, Wedbush
    Axos 61%Schwab 39%
    $148M
  7. 13756
    Financial Avenues97 clientsWealth manager
    Schwab 91%
    $148M
  8. 13758
    Plan2thrive FinancialEldridge, IA · 245 clientsWealth manager
    SEI 89%
    $148M
  9. 13759
    Stembrook Asset Management, LLCRed Bank, NJ · 37 clientsWealth manager
    Schwab 100%
    $148M
  10. 13762
    Peachcap Tax & Advisory, LLCAtlanta, GA · 248 clientsWealth managerWrap sponsorHybridPeachcap Securities, Inc.
    Axos 81%
    $147M
  11. 13769
    Horizon WealthDenver, CO · 163 clientsWealth managerWrap sponsorHybrid
    Schwab 83%
    $147M
  12. 13771
    DBA Big Money Retirement and Big RetirementGreenville, SC · 864 clientsWealth manager
    Schwab 100%
    $147M
  13. 13773
    Spark Financial AdvisorsRichmond, VA · 164 clientsWealth manager
    Fidelity 51%Altruist 32%
    $147M
  14. 13783
    CLF Asset Management, Inc.Madison, WI · 386 clientsWealth manager
    Schwab 64%Equity Trust 36%
    $147M
  15. 13788
    Wealthgen Advisors, LLCSarasota, FL · 106 clientsWealth manager
    Schwab 86%
    $147M
  16. 13790
    Lucien Stirling & Gray Advisory Group IncAustin, TX · 147 clientsWealth manager
    Fidelity 94%
    $147M
  17. 13805
    The Life Group Financial ServicesDubuque, IA · 1,258 clientsWealth manager
    Schwab 78%Wells Fargo 22%
    $146M
  18. 13808
    FMB Retirement ServicesWestlake Village, CA · 45 clientsAsset manager
    Fidelity 45%
    $146M
  19. 13809
    Jefferson Bridge Capital, LLCNashville, TN · 27 clientsAsset manager
    Fidelity 57%Schwab 43%
    $146M
  20. 13813
    Core Alpha, Inc.Rochester, NY · 321 clientsWealth managerHybridMutual Funds Associates Inc.
    Fidelity 82%
    $146M
  21. 13814
    Campbell Asset Management, LLCChattanooga, TN · 171 clientsWealth manager
    Schwab 83%
    $146M
  22. 13815
    Millennial Wealth Advisors45 clientsAsset manager
    Schwab 72%PNC Wealth Management 28%
    $146M
  23. 13817
    Arden Global Family Offices12 clientsWealth manager
    Schwab 87%
    $146M
  24. 13825
    KI Capital Wealth Management US LLCMiami, FL · 101 clientsAsset managerAffiliated broker-dealerForex Brokerage Services
    UBS 90%
    $146M
  25. 13827
    Bluewater Wealth Advisors, LLCVestavia Hills, AL · 27 clientsWealth manager
    Schwab 89%
    $146M
  26. 13831
    Somerset Group LLCWayzata, MN · 58 clientsWealth manager
    U.S. Bank 64%Schwab 36%
    $146M
  27. 13834
    October Effect LTD.Virginia Beach, VA · 597 clientsWealth managerHybridGradient Securities, LLC
    Schwab 100%
    $146M
  28. 13837
    Humble Capital Management LLCHonolulu, HI · 46 clientsWealth manager
    Schwab 84%
    $146M
  29. 13838
    MFG Private WealthCanonsburg, PA · 795 clientsWealth managerHybrid
    Dunham 51%Assetmark Brokerage 49%
    $146M
  30. 13855
    Vision Capital & Management59 clientsWealth manager
    Schwab 81%
    $145M
  31. 13868
    Davis Financial Management, Inc.Overland Park, KS · 78 clientsWealth manager
    Schwab 90%
    $145M
  32. 13871
    Columbus Street Wealth Management, LLCDublin, OH · 82 clientsWealth manager
    Schwab 99%
    $145M
  33. 13876
    Glover Park Wealth Management, LLCArlington, VA · 190 clientsWealth manager
    Schwab 60%ADP Broker-Dealer 40%
    $144M
  34. 13880
    Burgess Investment Management and Research Inc.Toronto, Ontario, Canada · 98 clientsWealth manager
    Fidelity Clearing Canada ULC 83%
    $144M
  35. 13881
    Bona Fide Wealth55 clientsWealth manager
    Schwab 86%
    $144M
  36. 13884
    Summa Global Advisors, LLCClackamas, OR · 125 clientsWealth manager
    Schwab 66%Fidelity 34%
    $144M
  37. 13885
    Van Diest CapitalPolk City, IA · 467 clientsWealth managerHybrid
    Altruist 87%
    $144M
  38. 13886
    Private Lane Capital, LLC11 clientsWealth manager
    Schwab 84%
    $144M
  39. 13893
    Villanova Investment Management Company, LLCWayne, PA · 1 clientsAsset managerHybridPennhaven Brokerage Partners, LLC, clears through Axos Clearing
    BNY 38%State Street 31%
    $144M
  40. 13903
    Todo Capital, LLC30 clientsWealth manager
    Banco Santander Intl 52%UBS 48%
    $144M

RIAs by state