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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. 7041
    Peregrine Asset Advisers, Inc.Portland, OR · 476 clientsWealth manager
    Fidelity 94%
    $611M
  2. 7042
    Financial Plans & Strategies, Inc.Greenwood, IN · 1,081 clientsWealth manager
    Altruist 55%Schwab 45%
    $611M
  3. 7043
    Vista Investment Partners LLCOklahoma City, OK · 479 clientsWealth manager
    Raymond James 100%
    $611M
  4. 7044
    Weinand Financial, Inc.Lacey, WA · 438 clientsWealth manager
    Capital Client Group 76%Schwab 24%
    $610M
  5. 7045
    Amerra Capital Management, LLCEnglewood, NJ · 20 clientsPrivate fund adviser
    No custodian reported
    $610M
  6. 7046
    Wise Planning, Inc.203 clientsWealth manager
    Schwab 100%
    $610M
  7. 7047
    Soapstone Management L.P.Bethesda, MD · 1 clientsPrivate fund adviser
    No custodian reported
    $610M
  8. 7048
    Hoopoe AdvisorsBoston, MA · 626 clientsWealth managerWrap sponsorHybridHoopoe Capital Markets, LLC, clears through RBC Capital Markets
    RBC 100%
    $610M
  9. 7049
    Keeler & Nadler Family WealthDublin, OH · 506 clientsWealth manager
    Schwab 100%
    $610M
  10. 7050
    Stonemark Wealth ManagementPasadena, CA · 411 clientsWealth managerHybrid
    Fidelity Distributors Company 57%Schwab 43%
    $610M
  11. 7051
    Woodward Diversified Capital, LLCBakersfield, CA · 451 clientsWealth managerWrap sponsor
    Goldman Sachs 59%Wells Fargo 41%
    $610M
  12. 7052
    Endowment Wealth Management, Inc.Appleton, WI · 491 clientsWealth manager
    Fidelity 100%
    $609M
  13. 7053
    Cornerstone Wealth Advisors, Inc.Edina, MN · 337 clientsWealth manager
    Schwab 100%
    $609M
  14. 7054
    J. Stern & Co., LLCNew York City, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $609M
  15. 7055
    Rose Capital Advisors, LLCMiami Beach, FL · 375 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $608M
  16. 7056
    Beacon Harbor Wealth AdvisorsVirginia Beach, VA · 572 clientsWealth managerWrap sponsor
    Wells Fargo 77%Schwab 23%
    $608M
  17. 7057
    Inlet Private Wealth, LLCJupiter, FL · 121 clientsWealth manager
    Fidelity 90%
    $608M
  18. 7058
    Merchants Investment Partners, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $608M
  19. 7059
    Gradient Wealth ManagementArden Hills, MN · 4,553 clientsBroker-dealer firmHybrid
    SEI 46%
    $608M
  20. 7060
    Ironwood Wealth Management, LLCChandler, AZ · 459 clientsWealth manager
    Schwab 68%Fidelity 32%
    $608M
  21. 7061
    Arcapita Investment Management US Inc.Atlanta, GA · 8 clientsPrivate fund adviser
    No custodian reported
    $607M
  22. 7062
    Drake & Associates, LLCWaukesha, WI · 3,401 clientsWealth manager
    Schwab 100%
    $607M
  23. 7063
    The Enterprise Investment CompanyFarmington Hills, MI · 841 clientsWealth managerHybridThe Enterprise Securities Company
    Schwab 70%Fidelity 29%
    $607M
  24. 7064
    Drexel Morgan & Co.Radnor, PA · 12 clientsWealth managerBank-affiliated
    UBS 100%
    $607M
  25. 7065
    Trinity Investors Fund Advisors, LLCSouthlake, TX · 56 clientsBroker-dealer firmHybridTpeg Securities, LLC
    No custodian reported
    $607M
  26. 7066
    Shah Wealth AdvisorsChino Hills, CA · 142 clientsWealth managerHybrid
    Schwab 100%
    $606M
  27. 7067
    CogentblueKnoxville, TN · 118 clientsWealth manager
    Fidelity 100%
    $606M
  28. 7068
    Caldwell Sutter Capital, Inc.Sausalito, CA · 546 clientsBroker-dealer firmHybrid
    Wedbush Securities 52%Schwab 48%
    $606M
  29. 7069
    Prostatis Financial Advisors GroupHanover, MD · 1,568 clientsWealth managerHybrid
    Schwab 62%Fidelity 38%
    $605M
  30. 7070
    Tlwm FinancialSan Antonio, TX · 1,262 clientsWealth managerHybrid
    LPL Financial 100%
    $605M
  31. 7071
    MFA Wealth Advisors, LLCPittsburgh, PA · 801 clientsWealth managerWrap sponsor
    Schwab 100%
    $605M
  32. 7072
    KAH Capital Management, LLCMcLean, VA · 6 clientsPrivate fund adviser
    No custodian reported
    $605M
  33. 7073
    Eagle Health Investments LPGreenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $605M
  34. 7074
    Atlas BrownLouisville, KY · 451 clientsWealth manager
    Fidelity 100%
    $605M
  35. 7075
    Fairvoy Private Wealth, LLCBirmingham, AL · 467 clientsWealth manager
    Fidelity 100%
    $605M
  36. 7076
    Destiny Family OfficeTavares, FL · 62 clientsWealth manager
    Goldman Sachs 48%Folio 28%Schwab 24%
    $605M
  37. 7077
    Institutional Capital Management, Inc.10 clientsAsset manager
    Schwab 100%
    $605M
  38. 7078
    Proaltus USAMiami, FL · 94 clientsPrivate fund adviser
    Actinver 69%
    $605M
  39. 7079
    Lago Asset ManagementChicago, IL · 13 clientsPrivate fund adviser
    No custodian reported
    $605M
  40. 7080
    Sapere Wealth Management, LLCMatthews, NC · 240 clientsWealth manager
    Axos 100%
    $605M

RIAs by state