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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. 7158
    Section Partners Management, LLCPalo Alto, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $590M
  2. 7159
    Reston Wealth ManagementReston, VA · 491 clientsWealth manager
    Fidelity 67%
    $590M
  3. 7160
    MIG Capital, LLCNewport Beach, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $590M
  4. 7161
    Master's Wealth Management Inc.Leola, PA · 434 clientsWealth managerWrap sponsor
    Raymond James 86%
    $590M
  5. 7163
    Voisard Asset Management GroupGrand Rapids, MI · 461 clientsWealth manager
    Schwab 100%
    $589M
  6. 7164
    Greater Midwest Financial Group, LLCSaint Paul, MN · 699 clientsWealth manager
    Fidelity 100%
    $589M
  7. 7165
    Fairfield, Bush & Co.Darien, CT · 253 clientsWealth manager
    J.P. Morgan 61%Schwab 23%
    $589M
  8. 7166
    RJA Asset Management LLCStamford, CT · 6 clientsAsset manager
    Schwab 83%
    $589M
  9. 7167
    WP Advisors, LLC391 clientsWealth manager
    Schwab 100%
    $589M
  10. 7168
    Consolidated FinancialDublin, OH · 760 clientsAsset manager
    Schwab 100%
    $589M
  11. 7169
    HFR Wealth Management, LLC371 clientsWealth manager
    Schwab 100%
    $589M
  12. 7170
    Stone-Goff PartnersNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $589M
  13. 7171
    IAS Wealth Management, Inc.The Woodlands, TX · 235 clientsWealth manager
    Fidelity 100%
    $589M
  14. 7172
    Jade Mountain Partners, LLCWhite Plains, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $588M
  15. 7173
    Virage Capital Management LPHouston, TX · 9 clientsPrivate fund adviser
    J.P. Morgan 100%
    $588M
  16. 7174
    Investrust Consulting, LLCOklahoma City, OK · 8 clientsWealth managerBank-affiliated
    Investrust 100%
    $588M
  17. 7176
    Eschler Asset Management LLPLondon, United Kingdom · 40 clientsPrivate fund adviser
    Interactive Brokers 54%UBS 46%
    $588M
  18. 7177
    JPL Wealth Management, LLCGreenwood Village, CO · 291 clientsWealth manager
    Schwab 51%Fidelity Management & Research Company 49%
    $588M
  19. 7178
    Napier FinancialBraintree, MA · 242 clientsWealth manager
    LPL Financial 100%
    $588M
  20. 7179
    Everpar Advisors LLCTulsa, OK · 250 clientsWealth manager
    Fidelity 100%
    $588M
  21. 7180
    Kirr, Marbach & Company, LLCColumbus, IN · 180 clientsWealth manager
    Horizon Bank 42%Schwab 37%
    $588M
  22. 7181
    Scopia Capital Management LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $587M
  23. 7183
    Harpswell Capital Advisors, LLCYarmouth, ME · 79 clientsAsset manager
    Pershing 81%
    $587M
  24. 7184
    Squire Wealth AdvisorsOrem, UT · 587 clientsWealth manager
    Schwab 100%
    $587M
  25. 7185
    Cuadrilla Capital, LLCSanta Barbara, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $587M
  26. 7186
    ARX Management, LLCEl Segundo, CA · 29 clientsAsset manager
    Huntington National Bank 70%U.S. Bank 30%
    $586M
  27. 7188
    O'keefe Stevens Advisory, Inc.357 clientsWealth manager
    Schwab 90%
    $586M
  28. 7190
    LEP Management LLCSalt Lake City, UT · 4 clientsPrivate fund adviser
    No custodian reported
    $585M
  29. 7191
    Kreitler Financial LLCNew Haven, CT · 173 clientsWealth manager
    Raymond James 84%
    $585M
  30. 7193
    Riley Friedman Asset ManagementLos Altos, CA · 221 clientsWealth manager
    Schwab 77%Fidelity 22%
    $585M
  31. 7195
    Tensor Edge Capital, LLCBoston, MA · 3 clientsPrivate fund adviser
    Morgan Stanley 100%
    $585M
  32. 7196
    KDK Private Wealth ManagementHouston, TX · 95 clientsWealth manager
    Fidelity 100%
    $585M
  33. 7197
    Freedom Fiduciaries LLCBoise, ID · 124 clientsAsset manager
    Empower 62%Voya 38%
    $585M
  34. 7198
    Meraki Capital Partners LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $585M
  35. 7199
    424 Capital, LLCWakefield, MA · 9 clientsPrivate fund adviser
    No custodian reported
    $584M
  36. 7200
    Newroad Capital Partners, LLCBentonville, AR · 5 clientsPrivate fund adviser
    No custodian reported
    $584M
  37. 7201
    Hobbs Group Advisors LLCColumbia, SC · 479 clientsWealth manager
    Fidelity 100%
    $584M
  38. 7202
    Fortis Advisors, LLCWayne, PA · 91 clientsAsset manager
    Schwab 100%
    $584M
  39. 7204
    Monetary Management Group IncSt Louis, MO · 117 clientsWealth managerWrap sponsor
    RBC 78%
    $584M
  40. 7205
    Persium Advisors, LLCAtlanta, GA · 177 clientsWealth manager
    Schwab 100%
    $584M

RIAs by state