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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. 8794
    Golden Spark InsightsFairfax, VA · 2 clientsAsset manager
    No custodian reported
    $400M
  2. 8795
    Sjbenen Advisory, LLC149 clientsWealth manager
    Interactive Brokers 55%Schwab 45%
    $400M
  3. 8796
    Secure Financial ManagementSan Antonio, TX · 584 clientsWealth manager
    Schwab 100%
    $400M
  4. 8797
    Silver Birch Financial LLC247 clientsWealth manager
    Schwab 100%
    $399M
  5. 8798
    Threadgill Financial, LLCThe Woodlands, TX · 381 clientsWealth manager
    Schwab 100%
    $399M
  6. 8799
    Pioneer Wealth Management GroupAustin, TX · 499 clientsWealth manager
    Schwab 100%
    $399M
  7. 8800
    Trinity Wealth Management, LLCBerwyn, PA · 240 clientsWealth manager
    Schwab 100%
    $399M
  8. 8801
    Waterford Advisors, LLCOrchard Park, NY · 351 clientsWealth manager
    Schwab 100%
    $399M
  9. 8804
    Revitate Fund Advisor LLCNewport Beach, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $399M
  10. 8805
    Lester Financial Group, LLCChampaign, IL · 784 clientsWealth manager
    Fidelity 100%
    $399M
  11. 8806
    Mighty Oak Strong America Investment CompanyMechanicsburg, PA · 176 clientsWealth manager
    Fidelity Distributors Company 100%
    $398M
  12. 8807
    Tactical Infrastructure PartnersNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $398M
  13. 8808
    Luminvest Wealth Management LLCScottsdale, AZ · 140 clientsWealth manager
    Schwab 41%Altruist 37%Vanguard 22%
    $398M
  14. 8809
    Diadema Partners LPMorristown, NJ · 6 clientsPrivate fund adviser
    Morgan Stanley 100%
    $398M
  15. 8810
    Concord Investment CounselIrvine, CA · 207 clientsWealth manager
    Schwab 100%
    $398M
  16. 8811
    Prometheus Capital Management Corp.Yardley, PA · 270 clientsWealth manager
    Schwab 100%
    $398M
  17. 8813
    Oars CapitalDillsburg, PA · 158 clientsWealth manager
    No custodian reported
    $398M
  18. 8814
    Longshore Capital PartnersChicago, IL · 4 clientsPrivate fund adviser
    No custodian reported
    $398M
  19. 8815
    Perennial Advisors Group, LLCWestford, MA · 191 clientsWealth manager
    Schwab 100%
    $397M
  20. 8816
    Financial CoachWest Chester, PA · 253 clientsWealth manager
    Schwab 100%
    $397M
  21. 8817
    Bayard Asset Management LLCPrinceton, NJ · 5 clientsAsset manager
    J.P. Morgan 47%State Street 33%
    $397M
  22. 8819
    Webb Financial GroupBloomington, MN · 673 clientsWealth manager
    Schwab 66%Fidelity Distributors Company 34%
    $397M
  23. 8820
    Sagebroadview Wealth Management, LLCFarmington, CT · 148 clientsWealth manager
    Schwab 58%Altruist 42%
    $397M
  24. 8821
    LDR Capital Management, LLCNew York, NY · 28 clientsAsset manager
    Merrill / Bank of America 44%Schwab 30%BNY 26%
    $397M
  25. 8822
    Beacon Financial Planning, IncHyannis, MA · 316 clientsWealth manager
    Schwab 100%
    $397M
  26. 8823
    Centennial Wealth Advisory, LLCTraverse City, MI · 1,354 clientsWealth manager
    Fidelity 100%
    $397M
  27. 8824
    Settanni Financial LLCArmonk, NY · 160 clientsWealth manager
    Schwab 100%
    $397M
  28. 8825
    Goodwin Investment AdvisoryWoodstock, GA · 402 clientsWealth manager
    Fidelity 100%
    $397M
  29. 8826
    Howard Wealth Management, LLC248 clientsWealth manager
    Schwab 100%
    $397M
  30. 8827
    Anabranch Capital Management, LPStamford, CT · 4 clientsPrivate fund adviser
    No custodian reported
    $397M
  31. 8830
    Sara-Bay Financial Corp.Sarasota, FL · 324 clientsWealth manager
    Schwab 100%
    $397M
  32. 8833
    Matterhorn Capital Advisors, LLCWest Conshohocken, PA · 2 clientsPrivate fund adviser
    No custodian reported
    $396M
  33. 8834
    Fortune Wealth Management, LLCDallas, TX · 201 clientsWealth manager
    No custodian reported
    $396M
  34. 8835
    Family Wealth Advisory Group, LLCCincinnati, OH · 219 clientsWealth manager
    Fidelity 100%
    $396M
  35. 8837
    The Visualize Group LPNew York, NY · 3 clientsPrivate fund adviser
    Goldman Sachs 55%Morgan Stanley 45%
    $396M
  36. 8838
    West Ridge AdvisorsHenderson, NV · 744 clientsAsset manager
    Schwab 46%Fidelity 35%
    $396M
  37. 8839
    Diastole Wealth ManagementGuilford, CT · 275 clientsWealth manager
    Schwab 100%
    $396M
  38. 8840
    Lesjak Planning, LLCWestlake, OH · 376 clientsWealth manager
    Schwab 100%
    $396M
  39. 8841
    Poinciana Advisors Group, LLCPalm Beach Gardens, FL · 112 clientsWealth manager
    Fidelity 100%
    $396M
  40. 8842
    Derby Copeland CapitalNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $396M

RIAs by state