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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. 15346
    Networth Asset Management, Inc245 clientsWealth managerHybrid
    Equity Trust 65%Altruist 31%
    $103M
  2. 15349
    UHY Wealth Management RIA LLCFarmington Hills, MI · 89 clientsAsset managerHybridUHY Capital Group, LLC
    Empower Financial Services 56%Schwab 44%
    $103M
  3. 15354
    Oakleigh Wealth ServicesCrozet, VA · 51 clientsWealth manager
    Altruist 95%
    $102M
  4. 15360
    Capstone Wealth Advisors, LLCSalem, OR · 125 clientsWealth manager
    Altruist 75%
    $102M
  5. 15364
    A Sling & A Stone, IncorporatedBurnet, TX · 446 clientsWealth managerHybrid
    Interactive Brokers 74%Mutual Funds 26%
    $102M
  6. 15371
    ApforiaVirginia Beach, VA · 385 clientsWealth manager
    Altruist 61%Schwab 39%
    $102M
  7. 15372
    Onewelth IncNew York, NY · 7 clientsAsset manager
    Stifel, Nicolaus & Company, Incorporated 52%Two Ocean Trust 48%
    $102M
  8. 15385
    Axxets WMAventura, FL · 5 clientsWealth manager
    J.P. Morgan 69%Morgan Stanley 31%
    $101M
  9. 15388
    Palomar Advisors Inc.76 clientsAsset manager
    Schwab 74%American Trust Investment Services 26%
    $101M
  10. 15393
    Suttle Crossland Wealth Advisors, LLCScottsdale, AZ · 53 clientsWealth manager
    Altruist 90%
    $101M
  11. 15394
    Beacon Associates Wealth Management, LLCMaumee, OH · 204 clientsWealth manager
    Schwab 62%Fidelity 38%
    $101M
  12. 15397
    FC Wealth Solutions LLCWesterville, OH · 163 clientsWealth manager
    Fidelity 90%
    $101M
  13. 15409
    Sagent Wealth ManagementLaguna Beach, CA · 82 clientsWealth manager
    Altruist 69%Fidelity 31%
    $100M
  14. 15411
    Hilpan Moxie Wealth Management, LLC78 clientsWealth manager
    Wells Fargo 86%
    $100M
  15. 15415
    Next UP Wealth Advisors, LLCScottsdale, AZ · 294 clientsWealth manager
    Schwab 94%
    $100M
  16. 15420
    Infinity Tax & Financial PlanningHuntsville, AL · 332 clientsWealth manager
    Schwab 84%
    $100M
  17. 15423
    Approach Capital LLC100 clientsWealth manager
    Schwab 75%Vantage Self Directed Retirement Plans 25%
    $100M
  18. 15426
    Westmont Advisory, LLCFlower Mound, TX · 7 clientsWealth manager
    Schwab 75%Interactive Brokers 25%
    $100M
  19. 15434
    Arex Capital Management, LPNew York, NY · 12 clientsPrivate fund adviser
    Goldman Sachs 87%
    $99M
  20. 15442
    Lake Road Advisors, LLCCorning, NY · 137 clientsWealth manager
    Altruist 79%
    $99M
  21. 15443
    Investor's Advantage87 clientsWealth managerHybrid
    Schwab 97%
    $99M
  22. 15456
    Snow Financial Management, LLC50 clientsWealth manager
    Fidelity 69%Schwab 31%
    $98M
  23. 15461
    Amberlake Partners SAMMonaco, Monaco · 14 clientsAsset manager
    Julius Baer Monaco 39%Societe Generale Monaco 38%CMB Monaco 23%
    $97M
  24. 15463
    Stratacore Capital Management, LLC.New York, NY · 111 clientsWealth manager
    Schwab 76%Interactive Brokers 24%
    $97M
  25. 15476
    Burke Wealth Management, LLCHouston, TX · 74 clientsWealth manager
    Schwab 84%
    $95M
  26. 15479
    Nosuris, Inc.Lynbrook, NY · 200 clientsWealth managerHybrid
    Betterment 50%Fidelity 50%
    $95M
  27. 15481
    Wise Money IsraelBinyamina, Israel · 175 clientsWealth manager
    Meitav Trade 79%
    $95M
  28. 15484
    Lion Capital Advisors LLCMiami, FL · 29 clientsAsset manager
    Union Bancaire Privee, UBP SA 56%Deutsche Bank 31%
    $95M
  29. 15486
    Saxon Securities LLCSan Francisco, CA · 25 clientsAsset manager
    MID Atlantic Trust 85%
    $95M
  30. 15488
    Sebetic Advisors, LLC61 clientsWealth manager
    Schwab 69%Interactive Brokers 31%
    $94M
  31. 15493
    Gravity Capital Management LLCNew York, NY · 28 clientsAsset manager
    Schwab 64%Northern Trust 36%
    $94M
  32. 15498
    Cove Street Capital, LLCHermosa Beach, CA · 18 clientsAsset manager
    Mechanics Bank 66%Schwab 34%
    $94M
  33. 15506
    Wealthspan Investment Management, LLCGrand Rapids, MI · 326 clientsWealth manager
    Fidelity 79%
    $93M
  34. 15509
    Peak Financial PlanningCanoga Park, CA · 82 clientsWealth manager
    Schwab 57%Altruist 43%
    $93M
  35. 15512
    3roots Wealth Partners LLCScottsdale, AZ · 112 clientsWealth manager
    Schwab 54%Altruist 46%
    $93M
  36. 15513
    Vault Fiduciary LLCAsset manager
    Northern Trust 62%Merrill / Bank of America 38%
    $92M
  37. 15518
    Mundoval Capital Management, Inc.La Jolla, CA · 67 clientsWealth manager
    Schwab 56%Huntington Bank 26%
    $92M
  38. 15520
    Woodmont Advisory Group, Inc.298 clientsWealth manager
    Schwab 77%Fidelity 23%
    $92M
  39. 15521
    Wave Digital Assets LLCLos Angeles, CA · 22 clientsPrivate fund adviser
    Coinbase 80%
    $92M
  40. 15522
    Buffalo First Wealth Management, LLCWilliamsville, NY · 583 clientsWealth manager
    Fidelity 72%Altruist 28%
    $92M

RIAs by state