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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.

Filters1

12,831 firms manage $34.5 trillionno broker-dealer ties

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. 6868
    The Watchman Group, Inc.Plano, TX · 266 clientsWealth manager
    Schwab 100%
    $640M
  2. 6869
    Murphy Pohlad Asset Management LLCEden Prairie, MN · 113 clientsWealth manager
    Schwab 100%
    $640M
  3. 6870
    Olympiad Research LPStamford, CT · 2 clientsPrivate fund adviser
    No custodian reported
    $640M
  4. 6871
    Concord Asset Management, LLCAbingdon, VA · 9 clientsAsset manager
    Schwab 100%
    $639M
  5. 6873
    Northeast Advisers, Inc.Paoli, PA · 376 clientsWealth manager
    Schwab 87%
    $639M
  6. 6874
    SK Wealth Management, LLCProvidence, RI · 323 clientsWealth manager
    Schwab 100%
    $639M
  7. 6875
    Bellatore Financial, Inc.The Woodlands, TX · 561 clientsWealth manager
    Schwab 100%
    $639M
  8. 6876
    Acumen Wealth Advisors, LLCChattanooga, TN · 303 clientsWealth manager
    Schwab 100%
    $638M
  9. 6877
    Colorado Capital ManagementBoulder, CO · 241 clientsWealth manager
    Schwab 100%
    $638M
  10. 6878
    Hemsley Advisors, LTD.Chicago, IL · 324 clientsWealth manager
    Schwab 100%
    $638M
  11. 6879
    Scott & Selber, Inc. Capital ManagementHouston, TX · 109 clientsWealth manager
    Schwab 100%
    $638M
  12. 6880
    Southern Capital Advisors, LLCJackson, TN · 817 clientsWealth managerWrap sponsor
    Fidelity 100%
    $637M
  13. 6881
    Timber Creek Capital Management, LLCBoston, MA · 46 clientsWealth manager
    Fidelity 100%
    $637M
  14. 6882
    Venture Investment AssociatesPeapack, NJ · 14 clientsPrivate fund adviser
    No custodian reported
    $637M
  15. 6883
    West Advisors, Inc.16 clientsWealth manager
    No custodian reported
    $637M
  16. 6884
    Rock Island CapitalOak Brook, IL · 13 clientsPrivate fund adviser
    No custodian reported
    $637M
  17. 6885
    Crow's Nest Holdings LPRichmond, VA · 3 clientsPrivate fund adviser
    No custodian reported
    $637M
  18. 6886
    503 Capital Partners, LLCLeawood, KS · 13 clientsPrivate fund adviser
    Schwab 78%BNY 22%
    $636M
  19. 6887
    Karmel Capital Management LLCSolana Beach, CA · 11 clientsPrivate fund adviser
    No custodian reported
    $636M
  20. 6888
    Merritt Point Partners LLCOakland, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $636M
  21. 6889
    Fischer Financial Services IncHarrisburg, PA · 615 clientsWealth manager
    Fidelity 92%
    $636M
  22. 6890
    The Roxborough GroupSan Francisco, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $636M
  23. 6891
    Rowland Miller + Partners LLCAtlanta, GA · 197 clientsWealth manager
    Schwab 100%
    $636M
  24. 6892
    Empower Financial Advisory, LLCGlastonbury, CT · 295 clientsWealth manager
    Fidelity 100%
    $636M
  25. 6893
    Hilltop Wealth Advisors, LLCChapel Hill, NC · 588 clientsWealth manager
    Fidelity 100%
    $636M
  26. 6894
    Fire Capital Management, LLCSan Francisco, CA · 61 clientsWealth manager
    Schwab 100%
    $635M
  27. 6895
    Clare Market Investments, LLCDallas, TX · 237 clientsWealth manager
    Fidelity 100%
    $635M
  28. 6896
    Northwest Financial Services IncIndianapolis, IN · 377 clientsWealth manager
    Schwab 100%
    $635M
  29. 6897
    Union Grove Venture PartnersSummit, NJ · 11 clientsPrivate fund adviser
    No custodian reported
    $635M
  30. 6898
    Stanley Capital Management, LLCHouston, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $635M
  31. 6899
    Simcoe Capital Management, LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $634M
  32. 6900
    The Salvetti GroupSacramento, CA · 590 clientsWealth managerWrap sponsor
    Raymond James 100%
    $634M
  33. 6902
    WJ Interests, LLCSugar Land, TX · 254 clientsWealth manager
    Schwab 100%
    $634M
  34. 6903
    Kickstand Wealth AdvisorsPittsford, NY · 376 clientsWealth manager
    Schwab 100%
    $633M
  35. 6904
    Kennedy Investment GroupWest Deptford, NJ · 1,036 clientsWealth managerWrap sponsor
    Raymond James 100%
    $633M
  36. 6905
    Capvisor Associates, LLC25 clientsAsset manager
    No custodian reported
    $633M
  37. 6906
    Whiterock Wealth Design, LLCFayetteville, AR · 739 clientsWealth manager
    Schwab 100%
    $633M
  38. 6907
    Karma Capital Advisors PVT LTD.Mumbai, Maharashtra, India · 206 clientsAsset manager
    Citi 92%
    $633M
  39. 6908
    Vickerman Investment Advisors, Inc.Spokane, WA · 431 clientsWealth manager
    Schwab 100%
    $632M
  40. 6909
    Carlson FinancialTopeka, KS · 1,097 clientsWealth manager
    Fidelity Distributors Company 100%
    $632M

RIAs by state