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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.

Filters

17,210 firms manage $177.9 trillion

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. 5721
    Stonebridge Financial GroupSan Rafael, CA · 951 clientsWealth managerHybrid
    Schwab 100%
    $896M
  2. 5722
    Maytech Global InvestmentsNew York, NY · 126 clientsWealth manager
    Interactive Brokers 68%Schwab 32%
    $895M
  3. 5723
    Kelman Lazarov IncMemphis, TN · 579 clientsWealth managerHybrid
    Schwab 85%
    $895M
  4. 5724
    Makrod Investment Associates IncVerona, NJ · 576 clientsWealth manager
    Schwab 82%
    $894M
  5. 5725
    BCG Securities, Inc.Cherry Hill, NJ · 2,181 clientsBroker-dealer firmHybridHorace Mann Investors, Inc.
    No custodian reported
    $894M
  6. 5726
    Teleo Capital Management LLCBoise, ID · 8 clientsPrivate fund adviser
    No custodian reported
    $894M
  7. 5727
    Atlantic Private Wealth, LLCChapel Hill, NC · 208 clientsWealth manager
    Fidelity 100%
    $894M
  8. 5728
    Allspring Global Investments (singapore) PTE. LTD.Singapore, Singapore · 3 clientsAsset manager
    State Street 100%
    $894M
  9. 5729
    Compass Financial Management LLCTampa, FL · 2,228 clientsWealth managerHybrid
    Schwab 54%Fidelity 46%
    $894M
  10. 5730
    Vance WealthSanta Clarita, CA · 428 clientsWealth manager
    Fidelity 100%
    $894M
  11. 5731
    The Millstone Evans Group, LLCBoulder, CO · 654 clientsWealth managerWrap sponsor
    Raymond James 100%
    $893M
  12. 5732
    Acorn Capital ManagementOklahoma City, OK · 10 clientsPrivate fund adviser
    No custodian reported
    $893M
  13. 5733
    Moerus Capital Management LLCNew York, NY · 10 clientsAsset managerHybrid
    State Street 51%Northern Trust 49%
    $893M
  14. 5734
    JLB & Associates IncPlymouth, MI · 291 clientsWealth manager
    Schwab 78%
    $893M
  15. 5735
    Wesbanco Investment DepartmentWheeling, WV · 6 clientsAsset managerHybridWesbanco Securities, Inc.
    No custodian reported
    $893M
  16. 5736
    AutopilotNew York, NY · 103,270 clientsWealth manager
    No custodian reported
    $892M
  17. 5737
    REA Wealth ManagementNew Philadelphia, OH · 938 clientsWealth managerHybrid
    Fidelity 100%
    $892M
  18. 5738
    Oneprime CapitalPalo Alto, CA · 18 clientsPrivate fund adviser
    No custodian reported
    $892M
  19. 5739
    GEC Advisors LLCHouston, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $892M
  20. 5740
    HeadinvestPortland, ME · 445 clientsWealth manager
    Schwab 100%
    $892M
  21. 5741
    Swisspartners AdvisorsZurich, Switzerland · 90 clientsWealth manager
    Bank Julius Baer 62%
    $892M
  22. 5742
    PactNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $892M
  23. 5743
    Optima Asset Management LPNew York, NY · 30 clientsPrivate fund adviserHybrid
    Goldman Sachs 100%
    $892M
  24. 5744
    Southland Equity Partners, LLC.1,766 clientsWealth managerHybrid
    No custodian reported
    $891M
  25. 5745
    Commerce Street Investment ManagementDallas, TX · 64 clientsAsset managerHybridCommerce Street Capital, LLC
    Fidelity Management Trust 53%Empower Trust 47%
    $891M
  26. 5746
    Drucker Wealth614 clientsWealth managerWrap sponsorHybrid
    Fidelity 61%Altruist 30%
    $891M
  27. 5747
    Entrepreneur First Investment Manager LLPLondon, United Kingdom · 10 clientsPrivate fund adviser
    No custodian reported
    $891M
  28. 5748
    LWO LLCDallas, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $891M
  29. 5749
    Bluescape Energy Partners LLCDallas, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $890M
  30. 5750
    Thomas J. Herzfeld Advisors, Inc.Miami Beach, FL · 300 clientsPrivate fund adviser
    Schwab 41%RBC 37%
    $890M
  31. 5751
    Tran Capital Management, L.P.San Rafael, CA · 348 clientsWealth managerHybrid
    Fidelity 47%Schwab 33%
    $890M
  32. 5752
    Grandview Property Partners, LLCGreenwich, CT · 22 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $890M
  33. 5753
    J.P. King Advisors, Inc.Walnut Creek, CA · 452 clientsWealth manager
    Fidelity 66%Schwab 33%
    $890M
  34. 5754
    3chopt Investment Partners LLCRichmond, VA · 236 clientsWealth manager
    Schwab 100%
    $889M
  35. 5755
    Correct Capital Wealth Management, LLCClayton, MO · 466 clientsWealth manager
    Fidelity 100%
    $889M
  36. 5756
    GO Invest LLCWest Jordan, UT · 4,277 clientsAsset manager
    Matrix Trust 100%
    $889M
  37. 5757
    Erguz, LLCThe Woodlands, TX · 51 clientsWealth manager
    Raymond James 43%Morgan Stanley 40%
    $889M
  38. 5758
    Westside Investment Management, LLCSanta Monica, CA · 890 clientsWealth managerHybrid
    LPL Financial 84%
    $889M
  39. 5759
    Sagepoint Capital Partners LLCFranklin, TNWealth managerHybrid
    No custodian reported
    $888M
  40. 5760
    Dupree & Company, Inc.Lexington, KY · 1 clientsBroker-dealer firmHybrid
    No custodian reported
    $888M

RIAs by state