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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. 10961
    Five Talents Financial Management Group LLCWest Des Moines, IA · 1,039 clientsWealth managerHybrid
    LPL Financial 100%
    $256M
  2. 10962
    Swbc Investment CompanySan Antonio, TX · 494 clientsBroker-dealer firmHybridSwbc Investment Services, LLC, clears through Pershing
    Pershing 72%Schwab 28%
    $256M
  3. 10963
    Donald Smith, L.P.New York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $256M
  4. 10964
    Sonoma West Advisors60 clientsWealth manager
    No custodian reported
    $256M
  5. 10965
    Certis Capital Management, Inc.Santa Barbara, CA · 31 clientsWealth managerHybrid
    Schwab 100%
    $256M
  6. 10966
    Capital Z Asset Management, LLC1 clientsPrivate fund adviser
    No custodian reported
    $256M
  7. 10967
    Peakstone Financial AdvisorsChevy Chase, MD · 319 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $256M
  8. 10968
    Muirfield Wealth Advisors LLCCharlotte, NC · 143 clientsWealth manager
    Raymond James 100%
    $256M
  9. 10969
    Krusen Capital Management, LLCWest Palm Beach, FL · 140 clientsAsset manager
    No custodian reported
    $256M
  10. 10970
    Winona Capital Management, LLCChicago, IL · 7 clientsPrivate fund adviser
    No custodian reported
    $256M
  11. 10971
    Delaware Wealth PlannersWilmington, DE · 126 clientsWealth manager
    SEI 85%
    $256M
  12. 10972
    Releve Financial GroupScottsdale, AZ · 321 clientsWealth managerWrap sponsor
    Schwab 100%
    $256M
  13. 10973
    InceptivCulver City, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $256M
  14. 10974
    Cwci LLCWashington, DC · 5 clientsPrivate fund adviser
    No custodian reported
    $256M
  15. 10975
    Sound Investment Management IncTualatin, OR · 140 clientsWealth manager
    No custodian reported
    $256M
  16. 10976
    SMP Asset Management, LLC1 clientsPrivate fund adviser
    No custodian reported
    $255M
  17. 10977
    International Private Wealth Advisors LLCSan Diego, CA · 389 clientsWealth manager
    Fidelity 61%Schwab 39%
    $255M
  18. 10978
    Sorenson Impact AdvisorySalt Lake City, UT · 8 clientsAsset manager
    Fidelity 100%
    $255M
  19. 10979
    Secured Retirement Advisors, LLCSt Louis Park, MN · 602 clientsWealth manager
    Schwab 100%
    $255M
  20. 10980
    Garrison Murphy Wealth Management, LLC29 clientsWealth manager
    Fidelity 100%
    $255M
  21. 10981
    PathwiseWalnut Creek, CA · 142 clientsWealth manager
    Schwab 100%
    $255M
  22. 10982
    Grant Private Wealth ManagementPleasanton, CA · 238 clientsWealth manager
    Schwab 100%
    $255M
  23. 10983
    Acap Asset Management, Inc.Studio City, CA · 164 clientsWealth manager
    Schwab 89%
    $255M
  24. 10984
    KOA Wealth Management, LLC160 clientsWealth manager
    Schwab 100%
    $255M
  25. 10985
    Modern Capital Advisors, LLCRaleigh, NC · 1,221 clientsBroker-dealer firmHybridLiberty Partners Financial Services, LLC, Modern Capital Securities Inc.
    RBC 100%
    $255M
  26. 10986
    Ridge Creek Global, Inc.51 clientsWealth manager
    Schwab 85%
    $255M
  27. 10987
    Game Plan Financial Advisors, LLCWestlake, Oh, OH · 205 clientsWealth manager
    Schwab 100%
    $255M
  28. 10988
    Cap Partners, LLCFranklin, TN · 399 clientsWealth manager
    No custodian reported
    $255M
  29. 10989
    Hartmann Taylor Wealth Management, LLCDallas, TX · 96 clientsWealth manager
    Schwab 100%
    $255M
  30. 10990
    Wasatch Investment Fund Manager, LLCLogan, UT · 5 clientsPrivate fund adviser
    No custodian reported
    $255M
  31. 10991
    Glenorchy Capital Limited368 clientsWealth manager
    Interactive Brokers 100%
    $254M
  32. 10992
    Blacktower Financial Management (US) LLCOrlando, FL · 479 clientsWealth manager
    Rl360 51%Schwab 32%
    $254M
  33. 10993
    O'brien Investment Management, LLCTorrance, CA · 167 clientsWealth manager
    Fidelity 97%
    $254M
  34. 10994
    Westpark Wealth Advisors, Inc.Houston, TX · 776 clientsWealth managerHybrid
    No custodian reported
    $254M
  35. 10995
    Madrone Investment Advisory, LLCSan Rafael, CA · 118 clientsWealth manager
    Schwab 90%
    $254M
  36. 10996
    3spoke Management, LLCIrvine, CA · 11 clientsPrivate fund adviser
    No custodian reported
    $254M
  37. 10997
    Mendota Financial Group, LLCMadison, WI · 166 clientsWealth manager
    Schwab 82%
    $254M
  38. 10998
    Family Fiduciary Services, Inc.Beverly, MA · 129 clientsWealth manager
    Fidelity Distributors Company 100%
    $254M
  39. 10999
    Riverwest Investment Management, LLCNew York, NY · 1 clientsAsset manager
    Goldman Sachs 67%J.P. Morgan 33%
    $254M
  40. 11000
    Integrated Wealth Management, Inc.Uniontown, OH · 530 clientsWealth manager
    Fidelity 100%
    $254M

RIAs by state