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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. 7008
    Stolper & Co., Inc.San Diego, CA · 65 clientsWealth manager
    Schwab 100%
    $616M
  2. 7009
    FMB Wealth ManagementWestlake Village, CA · 324 clientsWealth manager
    Fidelity 85%
    $616M
  3. 7010
    Kettle Hill Capital Management, LLCNew York, NY · 7 clientsAsset manager
    State Street 100%
    $616M
  4. 7011
    Trevian Wealth Management, LLC166 clientsWealth manager
    Fidelity 100%
    $616M
  5. 7012
    Nine Thirty Capital Management, LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $615M
  6. 7013
    Freedom DAY Solutions, LLCHouston, TX · 421 clientsWealth manager
    Fidelity Distributors Company 100%
    $615M
  7. 7014
    Meaningful Partners LLCEl Segundo, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $615M
  8. 7015
    H.I.G. Whitehorse Advisers, LLCMiami, FL · 1 clientsAsset manager
    No custodian reported
    $615M
  9. 7016
    Envoy Advisory Inc.Colorado Springs, CO · 1,999 clientsWealth manager
    Matrix Trust 84%
    $615M
  10. 7017
    Financial Alternatives, Inc.La Jolla, CA · 271 clientsWealth manager
    Schwab 62%Fidelity 38%
    $615M
  11. 7019
    Lisc Fund Management, LLCNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $615M
  12. 7020
    Darwin Wealth ManagementTampa, FL · 835 clientsWealth manager
    Goldman Sachs 71%Schwab 26%
    $614M
  13. 7021
    Zega Investments, LLCPalm Beach Gardens, FL · 224 clientsAsset manager
    Schwab 82%
    $614M
  14. 7023
    Safe Harbor Family Capital, LLCChapel Hill, NC · 12 clientsAsset manager
    Schwab 100%
    $614M
  15. 7024
    Elmind Capital LP3 clientsPrivate fund adviser
    No custodian reported
    $614M
  16. 7025
    Turas Capital ManagementBoston, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $614M
  17. 7026
    Seminal Food and Nutrition Investments, LLCWayne, PA · 9 clientsPrivate fund adviser
    No custodian reported
    $613M
  18. 7027
    Auctus Advisors LLCCharlotte, NC · 218 clientsWealth manager
    Schwab 100%
    $613M
  19. 7029
    Novi Wealth PartnersPrinceton, NJ · 272 clientsWealth manager
    Schwab 100%
    $613M
  20. 7030
    Wolff Financial Management LLCKalamazoo, MI · 360 clientsWealth managerWrap sponsor
    Schwab 100%
    $613M
  21. 7031
    Atlantic Creek Investment Management, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $612M
  22. 7032
    Wealth Watch Advisors, IncEnglewood, CO · 3,587 clientsWealth manager
    Schwab 100%
    $612M
  23. 7033
    Red Lighthouse Investment Management, LLC110 clientsWealth manager
    Schwab 100%
    $612M
  24. 7035
    Catalur Capital Management, LPNew York, NY · 23 clientsPrivate fund adviser
    No custodian reported
    $612M
  25. 7038
    Financial Security Management, IncLakewood, CO · 1,102 clientsWealth manager
    Schwab 100%
    $612M
  26. 7039
    Steffes Financial, LTDOverland Park, KS · 265 clientsWealth manager
    Schwab 81%
    $611M
  27. 7040
    Arbor Trust Wealth Advisors, LLCAnn Arbor, MI · 441 clientsWealth manager
    Schwab 100%
    $611M
  28. 7041
    Peregrine Asset Advisers, Inc.Portland, OR · 476 clientsWealth manager
    Fidelity 94%
    $611M
  29. 7042
    Financial Plans & Strategies, Inc.Greenwood, IN · 1,081 clientsWealth manager
    Altruist 55%Schwab 45%
    $611M
  30. 7043
    Vista Investment Partners LLCOklahoma City, OK · 479 clientsWealth manager
    Raymond James 100%
    $611M
  31. 7044
    Weinand Financial, Inc.Lacey, WA · 438 clientsWealth manager
    Capital Client Group 76%Schwab 24%
    $610M
  32. 7045
    Amerra Capital Management, LLCEnglewood, NJ · 20 clientsPrivate fund adviser
    No custodian reported
    $610M
  33. 7046
    Wise Planning, Inc.203 clientsWealth manager
    Schwab 100%
    $610M
  34. 7047
    Soapstone Management L.P.Bethesda, MD · 1 clientsPrivate fund adviser
    No custodian reported
    $610M
  35. 7049
    Keeler & Nadler Family WealthDublin, OH · 506 clientsWealth manager
    Schwab 100%
    $610M
  36. 7051
    Woodward Diversified Capital, LLCBakersfield, CA · 451 clientsWealth managerWrap sponsor
    Goldman Sachs 59%Wells Fargo 41%
    $610M
  37. 7052
    Endowment Wealth Management, Inc.Appleton, WI · 491 clientsWealth manager
    Fidelity 100%
    $609M
  38. 7053
    Cornerstone Wealth Advisors, Inc.Edina, MN · 337 clientsWealth manager
    Schwab 100%
    $609M
  39. 7054
    J. Stern & Co., LLCNew York City, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $609M
  40. 7056
    Beacon Harbor Wealth AdvisorsVirginia Beach, VA · 572 clientsWealth managerWrap sponsor
    Wells Fargo 77%Schwab 23%
    $608M

RIAs by state