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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. 7121
    Maytus Capital Management, LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $598M
  2. 7122
    Jaffa Capital Management LLCClifton, NJ · 32 clientsAsset manager
    Truist Bank 75%First Horizon Advisors 25%
    $597M
  3. 7123
    Measured Risk PortfoliosSan Diego, CA · 812 clientsWealth manager
    Schwab 100%
    $597M
  4. 7124
    Treehouse Wealth AdvisorsWalnut Creek, CA · 290 clientsWealth manager
    Schwab 100%
    $597M
  5. 7125
    The Phoenix Fund Advisor LLCGuaynabo, PR · 2 clientsPrivate fund adviserHybridPariter Securities, LLC, clears through Axos Clearing
    No custodian reported
    $596M
  6. 7126
    Ascentis Wealth Management, LLCDallas, TX · 259 clientsWealth managerAffiliated broker-dealer
    No custodian reported
    $596M
  7. 7127
    CfciBloomington, IN · 1,083 clientsWealth managerHybrid
    Raymond James 100%
    $596M
  8. 7128
    Endeavor Private Wealth, Inc.Topeka, KS · 535 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $595M
  9. 7129
    Reliant Wealth Planning, LLCLouisville, KY · 1,701 clientsWealth managerWrap sponsorAffiliated broker-dealerKestra Investment Services, LLC
    Raymond James 100%
    $595M
  10. 7130
    Hedeker Wealth LLCLincolnshire, IL · 264 clientsWealth managerAffiliated broker-dealerKestra Investment Services, LLC
    Schwab 100%
    $595M
  11. 7131
    Affinity Investment Group, LLCExeter, NH · 471 clientsWealth manager
    Schwab 100%
    $595M
  12. 7132
    Perspective Wealth ManagementHunt Valley, MD · 264 clientsWealth managerWrap sponsor
    Schwab 100%
    $595M
  13. 7133
    Virtus Wealth SolutionsCranford, NJ · 325 clientsWealth managerWrap sponsor
    Fidelity 100%
    $595M
  14. 7134
    Octahedron Capital Management, L.P.Burlingame, CA · 12 clientsPrivate fund adviser
    No custodian reported
    $594M
  15. 7135
    Outlook Wealth Advisors, LLCThe Woodlands, TX · 569 clientsWealth manager
    Fidelity 100%
    $594M
  16. 7136
    Alignment GrowthNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $593M
  17. 7137
    Capital Resource Management,inc.Deerfield, IL · 42 clientsWealth manager
    U.S. Bank 100%
    $593M
  18. 7138
    Atlas Merchant Capital LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $593M
  19. 7139
    Fund Direct Advisors Inc.Greensboro, NC · 155 clientsAsset managerHybrid
    MID Atlantic Capital Group 100%
    $593M
  20. 7140
    Greensledge Asset Management LLCGlastonbury, CT · 4 clientsPrivate fund adviserHybridCarillon Fund Distributors, Inc., Cebile Capital LLP
    No custodian reported
    $593M
  21. 7141
    Hogantaylor WealthTulsa, OK · 385 clientsWealth manager
    Fidelity 54%Schwab 46%
    $593M
  22. 7142
    GDA Luma Capital Management, LPMiami, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $592M
  23. 7143
    Delta Financial Advisors, L.L.C.Metairie, LA · 217 clientsWealth manager
    Schwab 100%
    $592M
  24. 7144
    Gerber, LLCColumbus, OH · 220 clientsWealth managerHybrid
    Fidelity 100%
    $592M
  25. 7145
    Wealth Preservation Advisors, LLCChattanooga, TN · 330 clientsWealth manager
    Schwab 76%Raymond James 24%
    $592M
  26. 7146
    Hoxton Planning & Management, LLCShepherdstown, WV · 392 clientsWealth manager
    Fidelity Distributors Company 82%
    $592M
  27. 7147
    HZ Investments Inc.Chevy Chase, MD · 21 clientsWealth manager
    Schwab 51%Wilmington Trust Investment Management 49%
    $591M
  28. 7148
    Walter C. Flower & Co., IncNew Orleans, LA · 37 clientsWealth manager
    Wilmington Trust Investment Management 51%UBS 49%
    $591M
  29. 7149
    Nippon Value InvestorsTokyo, Japan · 3 clientsPrivate fund adviser
    Northern Trust 100%
    $591M
  30. 7150
    Poehling Capital Management, Inc.Madison, WI · 435 clientsWealth manager
    Schwab 100%
    $591M
  31. 7151
    AIS PlanningSt. Cloud, MN · 561 clientsWealth manager
    SEI 100%
    $591M
  32. 7152
    The Legacy Financial Group, Inc.Tulsa, OK · 317 clientsWealth manager
    Schwab 100%
    $591M
  33. 7153
    MP Next CapitalVillanova, PA · 13 clientsPrivate fund adviser
    No custodian reported
    $591M
  34. 7154
    Levco Capital LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $591M
  35. 7155
    Financial Gravity Family Office Services, LLCLakeway, TX · 1,724 clientsWealth manager
    Schwab 100%
    $590M
  36. 7156
    Milestone Financial Planning, LLCBedford, NH · 257 clientsWealth manager
    Fidelity 100%
    $590M
  37. 7157
    Florida Atlantic Securities Corp.Miami, FL · 50 clientsBroker-dealer firmHybrid
    Northern Trust 65%Fidelity 35%
    $590M
  38. 7158
    Section Partners Management, LLCPalo Alto, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $590M
  39. 7159
    Reston Wealth ManagementReston, VA · 491 clientsWealth manager
    Fidelity 67%
    $590M
  40. 7160
    MIG Capital, LLCNewport Beach, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $590M

RIAs by state