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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. 6911
    Vizcaya Capital, LLCMiami, FL · 346 clientsWealth manager
    J.P. Morgan 60%Pershing 22%
    $631M
  2. 6912
    Bolthouse Investment Management ServicesBakersfield, CA · 45 clientsAsset manager
    Schwab 100%
    $631M
  3. 6913
    Hammond, Kennedy, Whitney & Company, Inc.5 clientsPrivate fund adviser
    No custodian reported
    $631M
  4. 6914
    Peak Retirement Planning, Inc.Columbus, OH · 910 clientsWealth manager
    Altruist 100%
    $631M
  5. 6916
    Stuart Investment Advisors, Inc.Austin, TX · 401 clientsWealth manager
    Raymond James 100%
    $631M
  6. 6919
    Davidson Capital Management, IncCorpus Christi, TX · 435 clientsWealth manager
    Schwab 100%
    $630M
  7. 6920
    Neumann Capital ManagementFoster City, CA · 191 clientsWealth manager
    Schwab 100%
    $630M
  8. 6921
    Rosel Wealth Management, LLCHighlands Ranch, CO · 317 clientsWealth managerWrap sponsor
    Schwab 100%
    $630M
  9. 6922
    G2 Investment Partners Management LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $630M
  10. 6924
    Rose Park Advisors, LLCBoston, MA · 10 clientsPrivate fund adviser
    No custodian reported
    $630M
  11. 6925
    Pharos Capital Group, LLCBrentwood, TN · 7 clientsPrivate fund adviser
    Fidelity 100%
    $630M
  12. 6926
    Legacy Wealth Management, LLCBoise, ID · 3,416 clientsWealth manager
    Schwab 100%
    $629M
  13. 6927
    Solas Capital Management, LLCDarien, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $629M
  14. 6928
    Cornerstone Wealth ManagementWestlake, OH · 463 clientsWealth manager
    Schwab 100%
    $629M
  15. 6929
    Manatuck Hill Partners, LLCWestport, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $629M
  16. 6930
    Argentem Creek PartnersNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $628M
  17. 6931
    Gem Asset Management, LLCPlymouth, MI · 506 clientsWealth manager
    Schwab 100%
    $628M
  18. 6932
    Meridian Investment Advisors, Inc.Indianapolis, IN · 627 clientsWealth manager
    Fidelity Distributors Company 100%
    $628M
  19. 6933
    Capshift AdvisorsWest Newton, MA · 14 clientsAsset manager
    Schwab 60%Fidelity 40%
    $628M
  20. 6934
    Findec Wealth Services, Inc.Stockton, CA · 597 clientsAsset manager
    Schwab 100%
    $628M
  21. 6935
    Aljian Capital ManagementCarson City, NV · 436 clientsWealth manager
    Schwab 100%
    $628M
  22. 6936
    Kutscher Benner Barsness & Stevens, Inc.Seattle, WA · 185 clientsWealth manager
    Schwab 100%
    $628M
  23. 6937
    Meridian Financial Partners LLCWarrenton, VA · 583 clientsWealth manager
    Schwab 100%
    $628M
  24. 6939
    Ariadne Wealth Management, LPSanta Barbara, CA · 53 clientsWealth manager
    Schwab 60%Fidelity 30%
    $627M
  25. 6940
    Harvest Growth Capital9 clientsPrivate fund adviser
    No custodian reported
    $627M
  26. 6941
    Winslow Asset Management IncBeachwood, OH · 130 clientsWealth manager
    Fidelity 68%PNC Bank 32%
    $627M
  27. 6942
    Lynx1 Capital Management LPDorado, PR · 5 clientsPrivate fund adviser
    No custodian reported
    $627M
  28. 6943
    Crosstimbers Capital Group, LLCHouston, TX · 20 clientsPrivate fund adviser
    No custodian reported
    $626M
  29. 6944
    Epsilon Financial Group, Inc.Fairfield, CA · 434 clientsWealth manager
    Schwab 100%
    $626M
  30. 6945
    B&c Financial AdvisorsPonte Vedra Beach, FL · 543 clientsWealth manager
    Pershing 100%
    $626M
  31. 6946
    Rialto Wealth ManagementSyracuse, NY · 344 clientsWealth manager
    Schwab 100%
    $626M
  32. 6947
    Impact Capital Partners LLCGreenwood Village, CO · 230 clientsWealth manager
    Schwab 100%
    $626M
  33. 6948
    Phraction Management LLCColchester, CT · 73 clientsAsset manager
    No custodian reported
    $626M
  34. 6949
    Sandia Investment Management LPBoston, MA · 10 clientsPrivate fund adviser
    Goldman Sachs 73%Merrill / Bank of America 27%
    $625M
  35. 6950
    Climber Capital SANyon, Vaud, Switzerland · 94 clientsWealth manager
    Banque Pictet & CIE SA 45%Edmond De Rothschild (suisse) SA 38%
    $625M
  36. 6952
    Portfolio Design Labs, LLCEncino, CA · 357 clientsWealth manager
    Schwab 82%
    $625M
  37. 6954
    Lountzis Asset Management, LLCWyomissing, PA · 155 clientsWealth manager
    Schwab 100%
    $624M
  38. 6955
    Riverview Capital Advisers LLCBoston, MA · 221 clientsWealth manager
    Schwab 100%
    $624M
  39. 6956
    Industrial Development Funding LLCMiami Beach, FL · 7 clientsPrivate fund adviser
    No custodian reported
    $624M
  40. 6957
    Hill Island Financial LLCGrand Rapids, MI · 217 clientsWealth manager
    Fidelity 100%
    $624M

RIAs by state