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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. 14527
    Konza Global Wealth GroupOverland Park, KS · 112 clientsWealth manager
    Schwab 86%
    $125M
  2. 14534
    Centrus Financial StrategiesOrlando, FL · 190 clientsWealth manager
    Principal Securities 99%
    $125M
  3. 14545
    Wolf Financial Advisors LLCPekin, IL · 99 clientsWealth manager
    Schwab 94%
    $125M
  4. 14563
    APO Financial Services, LLCWestminster, CO · 542 clientsWealth manager
    Axos 88%
    $124M
  5. 14570
    T.R.U.E. Coastal Capital, LLCSavannah, GA · 156 clientsWealth managerHybrid
    Fidelity 76%Schwab 24%
    $124M
  6. 14596
    Zuckerman Capital Management, LLCLos Angeles, CA · 136 clientsWealth manager
    Fidelity 66%Schwab 34%
    $123M
  7. 14597
    Q2 Wealth ManagementLexington, KY · 152 clientsWealth manager
    Schwab 92%
    $123M
  8. 14605
    Davies Financial Advisors, Inc.Murrieta, CA · 171 clientsWealth manager
    Fidelity 65%Schwab 35%
    $123M
  9. 14612
    Legacy Financial Services Group, Inc.Traverse City, MI · 184 clientsWealth manager
    Altruist 87%
    $123M
  10. 14615
    Contango Wealth Management LLCOakland, CA · 94 clientsWealth manager
    Schwab 91%
    $123M
  11. 14617
    Investment Consultants LLC11 clientsAsset manager
    Principal Trust 87%
    $123M
  12. 14622
    Every Securities LLCSacramento, CA · 144 clientsAsset managerHybrid
    Atomic Brokerage 50%Pershing 50%
    $123M
  13. 14631
    V3limited LLCRadnor, PA · 57 clientsWealth manager
    Fidelity 60%Merrill / Bank of America 40%
    $122M
  14. 14637
    FSC Wealth Advisors, LLCFishkill, NY · 688 clientsWealth managerHybrid
    Broadridge Business Process Outsourcing 38%Fidelity 37%Schwab 25%
    $122M
  15. 14641
    Apex Wealth Advisors LLC223 clientsWealth managerHybrid
    Fidelity 99%
    $122M
  16. 14643
    United Value Capital, LLC8 clientsWealth manager
    Interactive Brokers 57%U.S. Bank 43%
    $122M
  17. 14645
    Laureate Wealth Management, LLCGlen Ellyn, IL · 39 clientsWealth manager
    Schwab 81%
    $122M
  18. 14649
    Portfolio Resources Advisor Group, Inc.Coral Gables, FL · 349 clientsWealth managerWrap sponsorHybridPortfolio Resources Group, Inc., clears through Pershing
    Pershing 83%
    $122M
  19. 14650
    Tolley Financial Group, LLCRaleigh, NC · 192 clientsWealth manager
    Schwab 94%
    $122M
  20. 14653
    Lifelong Wealth Management Group, LLCLake Oswego, OR · 187 clientsWealth manager
    Schwab 97%
    $122M
  21. 14656
    Cypress Capital Management, LLCSheridan, WY · 196 clientsWealth manager
    Schwab 99%
    $122M
  22. 14657
    Encore Wealth AdvisorsMorris, MN · 464 clientsWealth manager
    Schwab 86%
    $122M
  23. 14658
    New Wave Financial Services69 clientsWealth manager
    Altruist 74%
    $122M
  24. 14664
    Regal Advisory Services, Inc.Glenview, IL · 274 clientsWealth managerHybridRegal Securities, Inc., clears through RBC Capital Markets, Hilltop Securities
    RBC 84%
    $121M
  25. 14668
    Connective Portfolio Management, LLCNew York, NY · 14 clientsAsset manager
    Wealth 62%Pershing 38%
    $121M
  26. 14672
    Encompass Advisory Services, LLCKaty, TX · 433 clientsWealth manager
    Schwab 100%
    $121M
  27. 14688
    The Wealth BoutiqueChester, NJ · 317 clientsWealth managerWrap sponsor
    Assetmark 72%LPL Financial 28%
    $121M
  28. 14689
    Van Winkle Wealth Management Group LLCNewark, OH · 392 clientsWealth managerHybrid
    Schwab 98%
    $121M
  29. 14690
    Montchanin Asset Management, LLCMontchanin, DE · 60 clientsWealth manager
    Schwab 86%
    $121M
  30. 14694
    Future Bright401 clientsWealth manager
    Schwab 66%
    $121M
  31. 14698
    10elms LLPTulsa, OK · 37 clientsWealth managerWrap sponsor
    Schwab 100%
    $121M
  32. 14707
    Trinity Neches72 clientsWealth manager
    Schwab 87%
    $120M
  33. 14710
    Childress & Co LLC19 clientsAsset manager
    Merrill / Bank of America 60%J.P. Morgan 27%
    $120M
  34. 14713
    Weber Capital Management LLC3 clientsPrivate fund adviser
    Pershing 62%BNY 38%
    $120M
  35. 14714
    Davivienda AdvisorsMiami, FL · 361 clientsAsset managerAffiliated broker-dealerCorredores Davivienda Panama S.A., Davivienda Corredores S.A. Comisionista De Bolsa
    Clearstream Banking S.A. 64%Interactive Brokers 36%
    $120M
  36. 14719
    Sasser Investment Management, Inc.Berkeley, CA · 119 clientsWealth manager
    Schwab 100%
    $120M
  37. 14726
    Pinetree Advisors Corp.Miami, FL · 33 clientsWealth manager
    Merrill / Bank of America 27%LPL Financial 26%
    $120M
  38. 14727
    K2 Wealth Management LLCChicago, IL · 70 clientsWealth manager
    Fidelity Distributors Company 68%Schwab 32%
    $120M
  39. 14728
    Goldman Wealth ManagementSan Diego, CA · 101 clientsWealth manager
    Schwab 80%
    $120M
  40. 14729
    Optimal Capital Advisors, LLCTraverse City, MI · 131 clientsPrivate fund adviser
    Inspira Financial 82%
    $120M

RIAs by state