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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. 13907
    Mayfield Advisors, Inc.Palo Alto, CA · 40 clientsWealth manager
    Schwab 53%Fidelity 47%
    $143M
  2. 13912
    Cypress CapitalTallahassee, FL · 281 clientsWealth managerWrap sponsorHybrid
    LPL Financial 73%Schwab 27%
    $143M
  3. 13920
    Gerstemeier Financial Group,llc75 clientsWealth manager
    Schwab 99%
    $143M
  4. 13926
    Applied Fundamental Research, LLCCambridge, MA · 9 clientsPrivate fund adviser
    BNY 55%Fidelity 32%
    $143M
  5. 13937
    Castleton Partners, LLC16 clientsWealth manager
    Fidelity 63%Northern Trust 37%
    $142M
  6. 13943
    LTG Capital LLCFramingham, MA · 92 clientsWealth manager
    Fidelity 68%Schwab 32%
    $142M
  7. 13952
    Financial Trust Asset Management CharteredBoca Raton, FL · 208 clientsWealth manager
    Schwab 74%Goldman Sachs 26%
    $142M
  8. 13954
    Kennondale Capital ManagementRichmond, VAAsset manager
    Schwab 59%U.S. Bancorp Investments 41%
    $142M
  9. 13956
    Stock Management LLC446 clientsWealth manager
    Fidelity 54%Schwab 46%
    $142M
  10. 13958
    Lanier Asset Management, LLCLouisville, KY · 103 clientsWealth manager
    Pershing 57%UMB Financial Services 35%
    $142M
  11. 13979
    Mercurio Wealth AdvisorsLouisville, KY · 460 clientsWealth managerWrap sponsor
    Fidelity 92%
    $141M
  12. 13981
    Entrust Investment Services, IncCampbell, CA · 170 clientsWealth manager
    American Funds 60%Assetmark Brokerage 40%
    $141M
  13. 13989
    Wilmington Trust Investment ManagementWilmington, DE · 74 clientsWealth managerBank-affiliatedAffiliated broker-dealerM&t Securities, Inc., Wilmington Trust Investment Advisors, Inc.
    Fidelity 54%
    $141M
  14. 13992
    Sherman Asset Management, Inc.Ventura, CA · 33 clientsWealth manager
    Schwab 75%BOK Financial Securities 25%
    $141M
  15. 13996
    RSG Investments LLCOverland Park, KS · 564 clientsWealth manager
    Fidelity 98%
    $141M
  16. 13997
    Actitrust Wealth Management LLCPlantation, FL · 110 clientsAsset managerHybrid
    Safra Securities 44%
    $141M
  17. 13999
    Steele Street Capital LLCPortsmouth, NH · 101 clientsBroker-dealer firm
    LPL Financial 77%Voya Investments Distributor 23%
    $140M
  18. 14000
    Plan First Wealth LLC96 clientsWealth manager
    Betterment 57%Novia Global LTD 31%
    $140M
  19. 14007
    Hoya Capital Real Estate, LLCRowayton, CT · 12 clientsAsset manager
    Schwab 86%
    $140M
  20. 14009
    QM Advisors LLC161 clientsWealth manager
    Axos 71%Schwab 29%
    $140M
  21. 14021
    Legacy PCG, LLCNewport, CA · 71 clientsWealth manager
    Schwab 84%
    $140M
  22. 14035
    Telos Partners LLCAvon, CT · 65 clientsWealth manager
    Schwab 87%
    $139M
  23. 14041
    Snowball Wealth ManagementBoulder, CO · 164 clientsWealth manager
    Schwab 85%
    $139M
  24. 14050
    Integra Financial, Inc.Greenwood Village, CO · 113 clientsWealth managerWrap sponsor
    Schwab 100%
    $139M
  25. 14059
    Wisdom Wealth Investment Advisors LLCPhoenix, AZ · 271 clientsWealth manager
    Schwab 80%
    $139M
  26. 14070
    Constantine Barry Asset Management (cbam)New York, NY · 59 clientsWealth manager
    RBC 52%Bergos AG 48%
    $139M
  27. 14073
    TKC Wealth Management LLCDallas, TX · 284 clientsWealth managerHybrid
    Schwab 72%
    $139M
  28. 14079
    CMG Wealth Advisors LLCMadison, WI · 1,058 clientsWealth managerBank-affiliatedHybridCMG Securities LLC, clears through Pershing
    Commonwealth Financial Network 57%LPL Financial 43%
    $138M
  29. 14080
    Garrison Bradford & Associates IncNew York, NY · 92 clientsWealth manager
    Morgan Stanley 64%
    $138M
  30. 14081
    Stratton Capital Investment Advisory LLCNew York, NY · 663 clientsWealth manager
    Schwab 97%
    $138M
  31. 14091
    Giving Tree Wealth AdvisorsSan Ramon, CA · 225 clientsWealth managerHybrid
    Axos 49%SEI 46%
    $138M
  32. 14092
    Glassbead Capital Management LLCMiami Beach, FL · 7 clientsPrivate fund adviser
    Jefferies 86%
    $138M
  33. 14093
    Worth Financial Group Inc.Dallas, TX · 58 clientsBroker-dealer firmHybrid
    Schwab 96%
    $138M
  34. 14096
    Vericrest Private Wealth, LLCNewtown, PA · 109 clientsWealth managerWrap sponsor
    Schwab 61%Fidelity 39%
    $138M
  35. 14110
    Vision Investment Advisors, LLCStamford, CT · 129 clientsBroker-dealer firmHybridVision Brokerage Services, LLC, Vision Financial Markets LLC, clears through Vision Financial Markets
    Vision Financial Markets 56%Schwab 44%
    $137M
  36. 14111
    Keystone Wealth ManagementWaterloo, IA · 212 clientsWealth manager
    Schwab 87%
    $137M
  37. 14116
    Argus Investors' Counsel, Inc.New York, NY · 303 clientsWealth manager
    Fidelity 66%Schwab 34%
    $137M
  38. 14136
    Wealthkare.com, Inc.Mount Union, PA · 375 clientsWealth manager
    Schwab 94%
    $137M
  39. 14137
    Re-Envision WealthNew York, NY · 91 clientsWealth manager
    Schwab 100%
    $137M
  40. 14147
    ICW Holdings, LLC36 clientsAsset manager
    Interactive Brokers 70%Schwab 30%
    $136M

RIAs by state