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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. 6959
    Machine Investment Group, LPNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $624M
  2. 6960
    Sherrill & Hutchins Financial Advisory IncAtlanta, GA · 409 clientsWealth manager
    Schwab 87%
    $624M
  3. 6961
    SPP Management Services, LLCCharlotte, NC · 29 clientsPrivate fund adviser
    No custodian reported
    $624M
  4. 6962
    Kelly Financial Services LLCBraintree, MA · 1,401 clientsWealth manager
    Fidelity 100%
    $624M
  5. 6963
    Dhjj Financial AdvisorsNaperville, IL · 431 clientsWealth manager
    Schwab 100%
    $623M
  6. 6964
    FCA CorpHouston, TX · 183 clientsWealth manager
    Schwab 54%Fidelity 46%
    $623M
  7. 6965
    Neumann Advisory Hong Kong LimitedHong Kong, Hong Kong · 2 clientsPrivate fund adviser
    No custodian reported
    $623M
  8. 6966
    L2 Point Management LLCSan Francisco, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $622M
  9. 6967
    Shoten Capital LPAustin, TX · 4 clientsPrivate fund adviser
    Morgan Stanley 75%Goldman Sachs 25%
    $622M
  10. 6968
    Hapanowicz FinancialPittsburgh, PA · 652 clientsWealth manager
    LPL Financial 100%
    $622M
  11. 6969
    Staple Street CapitalNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $622M
  12. 6970
    Mirabilis Management Company LLC9 clientsAsset manager
    No custodian reported
    $622M
  13. 6971
    Gatewood Capital Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $622M
  14. 6973
    Avalan, LLCSanta Barbara, CA · 319 clientsWealth manager
    Fidelity 86%
    $622M
  15. 6974
    12th Street Asset ManagementNashville, TN · 522 clientsAsset manager
    U.S. Bancorp Investments 52%
    $622M
  16. 6976
    Oak Family Advisors, LLCChicago, IL · 203 clientsWealth manager
    Schwab 100%
    $621M
  17. 6977
    Parallaxes CapitalLos Angeles, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $621M
  18. 6979
    Capital Advisers, Inc.Raleigh, NC · 723 clientsWealth manager
    Schwab 89%
    $620M
  19. 6981
    Corus Family Wealth Advisors, Inc.McKinney, TX · 133 clientsWealth manager
    Schwab 100%
    $620M
  20. 6982
    Red Arts Capital Management, LLCChicago, IL · 3 clientsPrivate fund adviser
    No custodian reported
    $619M
  21. 6983
    Innovative Capital Advisors, LLCChicago, IL · 25 clientsAsset manager
    No custodian reported
    $619M
  22. 6984
    Alpha Financial Advisors, LLCCharlotte, NC · 259 clientsWealth manager
    Schwab 100%
    $619M
  23. 6985
    Banner Capital Management, LLCLehi, UT · 6 clientsPrivate fund adviser
    No custodian reported
    $619M
  24. 6986
    Blue Ocean CapitalWest Palm Beach, FL · 168 clientsWealth manager
    Schwab 100%
    $619M
  25. 6988
    Tri-Ad Capital Management I, LLCEscondido, CA · 43 clientsAsset manager
    Schwab 79%
    $619M
  26. 6989
    Meritas Wealth Management, LLCSan Rafael, CA · 335 clientsWealth manager
    Schwab 100%
    $619M
  27. 6990
    Sancus Capital Management LPLos Angeles, CA · 5 clientsAsset manager
    State Street 100%
    $619M
  28. 6992
    White Oaks Wealth Advisors, Inc.Minneapolis, MN · 219 clientsWealth manager
    Schwab 99%
    $618M
  29. 6993
    Wheeler Retirement Plans LLCDuluth, MN · 78 clientsAsset manager
    The Standard 36%Ascensus 24%Fidelity 22%
    $618M
  30. 6995
    Rivermont Capital Management LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $618M
  31. 6997
    Regis Metro Associates, Inc.San Francisco, CA · 35 clientsWealth manager
    No custodian reported
    $618M
  32. 6998
    Capital Planning, LLCBellevue, WA · 296 clientsWealth manager
    Schwab 100%
    $618M
  33. 6999
    Saling Wealth AdvisorsLouisville, KY · 230 clientsWealth manager
    Raymond James 100%
    $618M
  34. 7000
    DI Investment Management LPDallas, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $618M
  35. 7001
    Hussman Strategic Advisors IncEllicott City, MD · 3 clientsAsset manager
    No custodian reported
    $617M
  36. 7002
    EQ Wealth AdvisorsDallas, TX · 309 clientsWealth manager
    Schwab 100%
    $617M
  37. 7003
    Clear Wave Wealth Management, LLCRed Bank, NJ · 142 clientsWealth manager
    Fidelity 100%
    $617M
  38. 7004
    West Wealth Group, LLCIrvine, CA · 2,746 clientsWealth manager
    Schwab 100%
    $617M
  39. 7005
    Greenbush Financial Group, LLCAlbany, NY · 800 clientsWealth manager
    Fidelity 65%
    $617M
  40. 7007
    Grey Ledge Advisors, LLCGuilford, CT · 887 clientsWealth managerBank-affiliated
    Fidelity 63%Schwab 37%
    $616M

RIAs by state