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Est. 2026The front page of wealth managementNew York

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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. 8697
    Heritage Financial LLCGainesville, VA · 350 clientsWealth manager
    Schwab 89%
    $408M
  2. 8699
    Revere AssetAllen, TX · 501 clientsWealth manager
    Schwab 100%
    $408M
  3. 8700
    Nexus338Cabin John, MD · 465 clientsAsset manager
    Schwab 100%
    $408M
  4. 8701
    KOM Wealth Management Group, LLCAppleton, WI · 575 clientsWealth manager
    Fidelity 100%
    $408M
  5. 8702
    Navigoe, LLCRedondo Beach, CA · 156 clientsWealth manager
    Schwab 100%
    $408M
  6. 8706
    J.R. Prunier Capital Management LLCHolden, MA · 135 clientsWealth manager
    Schwab 100%
    $407M
  7. 8707
    Bridge Growth Partners, LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $407M
  8. 8708
    Fifth Force ManagementDallas, TXWealth manager
    J.P. Morgan 54%UBS 24%Morgan Stanley 22%
    $407M
  9. 8709
    Keystone Financial Planning, IncWestlake, OH · 117 clientsWealth manager
    Schwab 87%
    $407M
  10. 8710
    Womack Wealth Management, Inc.Manhattan Beach, CA · 198 clientsWealth manager
    Schwab 61%Fidelity 39%
    $407M
  11. 8711
    Greenberg Financial GroupTucson, AZ · 804 clientsWealth manager
    RBC 100%
    $407M
  12. 8713
    United Wealth Management, LLC257 clientsWealth manager
    Schwab 100%
    $407M
  13. 8714
    Tumwater Wealth Management, LLCBoise, ID · 310 clientsWealth manager
    Schwab 100%
    $407M
  14. 8716
    Kingsmark Private Financial Advisors, LLCAlbany, GA · 430 clientsWealth manager
    Schwab 100%
    $406M
  15. 8717
    Clarity Capital Advisors, LLCLakewood Ranch, FL · 74 clientsWealth manager
    Schwab 100%
    $406M
  16. 8718
    Guerra Wealth AdvisorsMiami, FL · 3,007 clientsWealth managerWrap sponsor
    Fidelity 100%
    $406M
  17. 8720
    Bontempo Ohly Capital Management, LLCBethesda, MD · 158 clientsWealth managerWrap sponsor
    Schwab 100%
    $406M
  18. 8721
    Palogic Value Management, L.P.Dallas, TX · 66 clientsWealth managerWrap sponsor
    Raymond James 100%
    $406M
  19. 8724
    Goodhaven Capital ManagementMillburn, NJ · 75 clientsAsset manager
    Fidelity 100%
    $405M
  20. 8725
    Evergreen Wealth Partners LLCKalispell, MT · 718 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $405M
  21. 8726
    Altus Wealth Management, LLCFt. Mitchell, KY · 286 clientsWealth manager
    Schwab 100%
    $405M
  22. 8727
    Covara Capital, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $405M
  23. 8728
    Focusgrowth Asset Management, LPNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $405M
  24. 8729
    Triton Wealth Management, PLLCSun City, AZ · 853 clientsWealth manager
    Schwab 100%
    $405M
  25. 8730
    LotusOrlando, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $405M
  26. 8731
    QP Wealth Management, LLCBoca Raton, FL · 121 clientsWealth manager
    Pershing 100%
    $405M
  27. 8732
    Core Wealth Management, Inc.Jupiter, FL · 291 clientsWealth manager
    Schwab 100%
    $405M
  28. 8733
    Long Angle Management, LLCDover, DE · 59 clientsPrivate fund adviser
    No custodian reported
    $405M
  29. 8734
    Arena Private WealthChicago, IL · 237 clientsWealth manager
    Fidelity 100%
    $405M
  30. 8735
    Kanen Wealth Management LLCCoconut Creek, FL · 255 clientsAsset manager
    Schwab 100%
    $405M
  31. 8736
    CRE Venture Capital, Inc.Mahwah, NJ · 31 clientsPrivate fund adviser
    No custodian reported
    $405M
  32. 8737
    Excel Financial, LLCRed Wing, MN · 416 clientsWealth manager
    Schwab 77%Fidelity Distributors Company 23%
    $404M
  33. 8738
    MB GEN WealthSpokane, WA · 123 clientsWealth manager
    Fidelity 70%Schwab 30%
    $404M
  34. 8739
    S Harris Financial Group, LLCSan Antonio, TX · 247 clientsWealth manager
    Fidelity 100%
    $404M
  35. 8740
    Dupree Financial Group, LLCLexington, KY · 825 clientsWealth manager
    Fidelity 94%
    $404M
  36. 8741
    Fee-Only Financial Planning, L.C.141 clientsWealth manager
    Schwab 100%
    $404M
  37. 8742
    NamcoaMooresville, NC · 584 clientsAsset manager
    Ascensus Trust 40%LPL Financial 37%Empower Financial Services 23%
    $404M
  38. 8743
    Westbeck Capital Management LLPLondon, England, United Kingdom · 4 clientsPrivate fund adviser
    No custodian reported
    $404M
  39. 8745
    HFM Investment Advisors, LLCGlassboro, NJ · 580 clientsWealth manager
    Schwab 100%
    $404M
  40. 8746
    Cloud Investments, LLCHuntsville, AL · 995 clientsWealth manager
    Fidelity Distributors Company 100%
    $404M

RIAs by state