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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. 14149
    Horizon Capital Management, LLCLake Forest, IL · 40 clientsWealth manager
    Fidelity 66%Schwab 34%
    $136M
  2. 14150
    Fithian LLCNew York, NY · 74 clientsAsset manager
    Schwab 52%BNY 27%
    $136M
  3. 14153
    Capitol Family Office, Inc.Beaverton, OR · 124 clientsWealth manager
    LPL Financial 61%Schwab 26%
    $136M
  4. 14155
    BH Asset Management, LLCNew York, NY · 95 clientsWealth manager
    Fidelity 83%
    $136M
  5. 14162
    Veritas Wealth Management, LLCSalt Lake City, UT · 56 clientsWealth manager
    Schwab 77%Fidelity 23%
    $136M
  6. 14165
    Luma CapitalNaples, FL · 72 clientsWealth manager
    Schwab 96%
    $136M
  7. 14175
    Revo Financial, LLCBartlesville, OK · 166 clientsWealth manager
    Fidelity 67%SEI 32%
    $135M
  8. 14177
    Global Financial Planning Group, LLCTroy, MI · 235 clientsWealth managerWrap sponsorHybrid
    Schwab 77%LPL Financial 23%
    $135M
  9. 14183
    Chicago Capital Management Advisors, LLCLisle, IL · 620 clientsWealth managerHybridAmerican Trust Investment Services, Inc.
    Fidelity 39%Schwab 33%
    $135M
  10. 14194
    Brighter Financial Capital Management, LLCReston, VA · 338 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $135M
  11. 14200
    Red Reef Advisors LLCBoca Raton, FL · 91 clientsWealth manager
    Schwab 89%
    $135M
  12. 14204
    Integrity Financial Advisors, LLCWoburn, MA · 240 clientsWealth manager
    Schwab 79%
    $135M
  13. 14209
    BSG AdvisersApex, NC · 272 clientsWealth manager
    Fidelity 99%
    $135M
  14. 14216
    Almega Wealth ManagementScottsdale, AZ · 246 clientsWealth manager
    Schwab 97%
    $134M
  15. 14223
    Reliance Wealth ManagementSan Antonio, TX · 302 clientsWealth manager
    Schwab 99%
    $134M
  16. 14229
    Tumolo Wealth Management LLCEast Lyme, CT · 449 clientsWealth manager
    Schwab 53%Fidelity 47%
    $134M
  17. 14231
    Trio Wealth Management, LLCGreat Falls, VA · 87 clientsWealth manager
    Fidelity 55%Schwab 45%
    $134M
  18. 14237
    Arete Wealth StrategistsBrisbane, Australia · 98 clientsWealth manager
    Schwab 86%
    $134M
  19. 14242
    Garhwal, Chan & Williams Inc.San Francisco, CA · 28 clientsWealth manager
    Schwab 99%
    $134M
  20. 14254
    Kanos Capital Management, LLCHouston, TX · 37 clientsWealth manager
    Schwab 71%Fidelity 29%
    $133M
  21. 14268
    ARI Group, LLCNew York, NY · 15 clientsWealth manager
    J.P. Morgan 76%Interactive Brokers 23%
    $133M
  22. 14272
    Charis Legacy PartnersBryan, TX · 60 clientsWealth manager
    Schwab 86%
    $133M
  23. 14276
    Clarity Financial PlannersClayton, MO · 38 clientsWealth manager
    Altruist 68%Schwab 32%
    $132M
  24. 14285
    Ramsey Hill Asset Management LLC88 clientsWealth manager
    Schwab 88%
    $132M
  25. 14287
    Tripletail Wealth ManagementOrlando, FL · 74 clientsWealth managerWrap sponsor
    Schwab 99%
    $132M
  26. 14290
    PMV Capital Advisers, LLCDallas, TX · 82 clientsAsset manager
    Schwab 55%Fidelity 45%
    $132M
  27. 14291
    JGC Tax & Wealth ManagementSalem, OR · 202 clientsWealth manager
    Schwab 83%
    $132M
  28. 14302
    RDG Capital Management LLCPittsford, NY · 91 clientsWealth manager
    Schwab 68%
    $132M
  29. 14303
    Nest EGGConshohocken, PA · 2,832 clientsWealth managerPublic-company ownedHybridNest Investments BD LLC
    Schwab 55%Apex Fintech 45%
    $132M
  30. 14304
    PTS Brokerage, LLCMt. Laurel, NJ · 495 clientsBroker-dealer firmHybrid
    Schwab 97%
    $132M
  31. 14305
    Teplitz Financial Group LLCOld Bridge, NJ · 188 clientsWealth managerHybrid
    Schwab 62%SEI 38%
    $132M
  32. 14308
    The Breit GroupWrightsville Beach, NC · 82 clientsAsset manager
    Voya Financial Partners 60%Schwab 40%
    $132M
  33. 14313
    1st Discount Brokerage, Inc.Lake Worth, FL · 219 clientsBroker-dealer firmHybrid1st Discount Brokerage, Inc.
    Apex Fintech 99%
    $131M
  34. 14331
    Warren Capital GroupCharleston, SC · 188 clientsWealth manager
    Schwab 97%
    $131M
  35. 14333
    Crescent City Retirement GroupMetairie, LA · 933 clientsWealth manager
    Schwab 92%
    $131M
  36. 14339
    Mench Financial IncCincinnati, OH · 183 clientsWealth manager
    Schwab 80%
    $131M
  37. 14342
    JCN Financial & Tax Advisory Group, LLCBaton Rouge, LA · 263 clientsWealth managerWrap sponsor
    LPL Financial 59%Schwab 41%
    $130M
  38. 14344
    Sartorial Wealth Inc.Mississauga, Ontario, Canada · 299 clientsWealth manager
    Raymond James 54%Interactive Brokers 46%
    $130M
  39. 14348
    Peakvalley Wealth, LLCRoanoke, VA · 169 clientsWealth manager
    Schwab 84%
    $130M
  40. 14353
    Solist FinancialTampa, FL · 87 clientsWealth managerBank-affiliatedHybrid
    Schwab 96%
    $130M

RIAs by state