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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. 11921
    Daniels & Erickson Financial Advisors, LLCDallas, TX · 65 clientsWealth manager
    Fidelity 100%
    $214M
  2. 11922
    Argyle Capital Partners, LLCLos Angeles, CA · 179 clientsWealth manager
    Schwab 100%
    $214M
  3. 11923
    Gunn & Company Investment Management, Inc.Jacksonville, FL · 183 clientsWealth manager
    Fidelity 100%
    $214M
  4. 11924
    Floyd Capital ManagementTexarkana, TX · 308 clientsWealth manager
    Schwab 100%
    $214M
  5. 11925
    Long Point Capital, IncNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $214M
  6. 11926
    Cedarwood WealthHighlands Ranch, CO · 115 clientsWealth manager
    Fidelity 100%
    $213M
  7. 11927
    Signal Tree Financial Partners LLCCopley, OH · 123 clientsWealth manager
    Schwab 100%
    $213M
  8. 11928
    724 Asset Management, LLC1 clientsAsset manager
    Fidelity 100%
    $213M
  9. 11929
    Lendistry Capital Partners, LLCLos Angeles, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $213M
  10. 11930
    Elite Income Advisors, Inc.Ellicott City, MD · 662 clientsWealth manager
    Schwab 100%
    $213M
  11. 11931
    Miai, Inc.Dallas, TX · 276 clientsWealth managerHybridMaplewood Investments, Inc.
    Fidelity 100%
    $213M
  12. 11932
    Lake Pacific PartnersDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $213M
  13. 11933
    AO Wealth AdvisoryUrbandale, IA · 311 clientsWealth manager
    Schwab 100%
    $213M
  14. 11934
    Dominguez Wealth Management Solutions, Inc.Williamsburg, VA · 192 clientsWealth managerHybrid
    Schwab 100%
    $213M
  15. 11935
    J.E. Simmons & Co., P.C.Dallas, TX · 394 clientsAsset manager
    Schwab 100%
    $213M
  16. 11936
    Simmons Capital GroupHalfmoon, NY · 463 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $213M
  17. 11937
    Financial Freedom HouseWaterford, MI · 533 clientsWealth manager
    Schwab 74%Fidelity 26%
    $213M
  18. 11938
    Sensenig Capital Advisors, Inc.Collegeville, PA · 145 clientsWealth manager
    Schwab 100%
    $213M
  19. 11939
    Mathis Wealth ManagementPhoenix, AZ · 310 clientsWealth managerHybrid
    Axos 78%
    $213M
  20. 11940
    Sacks & Associates, LLCWarren, NJ · 144 clientsWealth manager
    Schwab 100%
    $213M
  21. 11941
    BCK Partners, Inc.Corning, NY · 180 clientsWealth manager
    Schwab 100%
    $213M
  22. 11942
    Gibraltar Wealth Management, LLCAbington, PA · 92 clientsWealth manager
    Schwab 100%
    $213M
  23. 11943
    Financial Planning ServicesFort Wayne, IN · 489 clientsWealth managerHybrid
    Pershing 78%
    $213M
  24. 11944
    Harding Wealth, Inc.Tempe, AZ · 169 clientsWealth manager
    Schwab 83%
    $213M
  25. 11945
    GEN Cap America, Inc.Nashville, TN · 5 clientsPrivate fund adviser
    No custodian reported
    $213M
  26. 11946
    UP Capital Management, Inc.167 clientsWealth manager
    Schwab 100%
    $213M
  27. 11947
    Urban Wealth Management OR UWM281 clientsWealth manager
    Schwab 93%
    $213M
  28. 11948
    Brixton Capital Wealth Advisors, LLCGarden City, NY · 819 clientsWealth managerHybrid
    No custodian reported
    $212M
  29. 11949
    Sequoia S.F.A.Zurich, Switzerland · 97 clientsWealth manager
    Bank Vontobel AG 53%DZ Privatbank (schweiz) AG 27%
    $212M
  30. 11950
    Sackett Wealth Advisors, Inc.Brea, CA · 452 clientsWealth manager
    Schwab 84%
    $212M
  31. 11951
    Coastwise Capital Group, LLCLa Jolla, CA · 167 clientsWealth manager
    Schwab 100%
    $212M
  32. 11952
    Altius Financial, Inc.Denver, CO · 153 clientsWealth manager
    Schwab 100%
    $212M
  33. 11953
    Excolere Equity Partners, LLCLos Angeles, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $212M
  34. 11954
    Patrick Mauro Investment Advisor, Inc.141 clientsWealth manager
    Schwab 95%
    $212M
  35. 11955
    Madrid Wealth ManagementAlbuquerque, NM · 128 clientsWealth manager
    Schwab 100%
    $212M
  36. 11956
    JH AdvisorsSalem, OR · 145 clientsWealth manager
    Schwab 100%
    $212M
  37. 11957
    Bravias FinancialIselin, NJ · 439 clientsWealth manager
    Schwab 100%
    $212M
  38. 11958
    Buchanan Wealth ManagementReston, VA · 185 clientsWealth managerHybrid
    LPL Financial 91%
    $212M
  39. 11959
    OAC Capital Advisors LLC31 clientsAsset manager
    Pershing 66%Morgan Stanley 34%
    $212M
  40. 11960
    JMC Management, LLCBoston, MA · 6 clientsPrivate fund adviser
    No custodian reported
    $212M

RIAs by state