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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. 8940
    Pathways Advisory Group, Inc.Fresno, CA · 186 clientsWealth manager
    Schwab 100%
    $388M
  2. 8941
    Trinity Investment Advisors, LLCWest Chester, PA · 34 clientsAsset manager
    No custodian reported
    $388M
  3. 8942
    Wheelhouse Advisory Group, LLCSt. Louis, MO · 548 clientsWealth manager
    Schwab 100%
    $388M
  4. 8943
    Brian D. Lowder, Inc.San Diego, CA · 195 clientsWealth manager
    Schwab 100%
    $388M
  5. 8945
    Ridgeview Asset Management Partners, LLCStamford, CT · 135 clientsWealth manager
    Schwab 90%
    $388M
  6. 8946
    Collaborative Capital Advisors LLCNew York, NY · 18 clientsWealth manager
    Schwab 79%
    $388M
  7. 8947
    Resolute Wealth Strategies, LLCJackson, MS · 301 clientsWealth manager
    Fidelity 100%
    $388M
  8. 8948
    Orso Partners, LPSouth San Francisco, CA · 1 clientsAsset manager
    Wells Fargo 53%Morgan Stanley 47%
    $387M
  9. 8949
    Hassell Wealth ManagementHouma, LA · 414 clientsWealth manager
    Altruist 100%
    $387M
  10. 8950
    Braeswood Carbon Management, LLCSan Francisco, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $387M
  11. 8951
    Soundview AdvisorsOlympia, WA · 190 clientsWealth manager
    Schwab 74%Pershing 26%
    $387M
  12. 8952
    Macroview Investment Management LLCBethesda, MD · 249 clientsWealth manager
    Fidelity 55%Schwab 32%
    $387M
  13. 8953
    Lewis Asset ManagementLafayette, CA · 282 clientsWealth manager
    Schwab 100%
    $387M
  14. 8954
    Archvest Wealth Advisors, Inc.Concord, CA · 339 clientsWealth manager
    Schwab 100%
    $387M
  15. 8955
    Otus Capital Management LimitedLondon, United Kingdom · 7 clientsPrivate fund adviser
    No custodian reported
    $387M
  16. 8957
    Missionpoint Partners LLC4 clientsWealth manager
    Fidelity 100%
    $387M
  17. 8959
    Vermillion Financial Advisors, Inc.South Barrington, IL · 279 clientsWealth manager
    Schwab 100%
    $387M
  18. 8960
    Balance WealthWorthington, OH · 553 clientsWealth manager
    Schwab 65%Altruist 35%
    $387M
  19. 8961
    Camac Partners, LLC2 clientsPrivate fund adviser
    No custodian reported
    $387M
  20. 8962
    1836 Asset Management, LLCGarland, TX · 48 clientsWealth manager
    Fidelity 100%
    $387M
  21. 8963
    Canter WealthLa Jolla, CA · 280 clientsWealth manager
    Schwab 100%
    $386M
  22. 8964
    Skyline Advisors, Inc.Bellingham, WA · 369 clientsWealth managerWrap sponsor
    Schwab 100%
    $386M
  23. 8966
    DS Investment AdvisorsGrand Rapids, MI · 174 clientsAsset manager
    Fidelity 100%
    $386M
  24. 8967
    HD Money, Inc.Sarasota, FL · 484 clientsWealth manager
    Schwab 100%
    $386M
  25. 8968
    Evexia Wealth, LLCStevens Point, WI · 421 clientsWealth manager
    Schwab 100%
    $386M
  26. 8969
    Cannon Capital Management, Inc.Salt Lake City, UT · 243 clientsWealth manager
    Schwab 67%Empower 33%
    $386M
  27. 8971
    Tappalpha4 clientsAsset manager
    No custodian reported
    $386M
  28. 8972
    Upstart Wealth Management, LLC91 clientsWealth manager
    Schwab 100%
    $386M
  29. 8974
    Lowery Thomas, LLC184 clientsWealth manager
    Schwab 100%
    $386M
  30. 8975
    Brightlight CapitalWestport, CT · 2 clientsPrivate fund adviser
    No custodian reported
    $386M
  31. 8976
    Wills Financial Group, LLCRichmond, VA · 254 clientsWealth manager
    Schwab 100%
    $386M
  32. 8978
    Squadron Capital Management LLCOak Brook, IL · 2 clientsPrivate fund adviser
    No custodian reported
    $386M
  33. 8979
    Ranch Capital Advisors Inc.Sarasota, FL · 425 clientsWealth manager
    Fidelity 100%
    $386M
  34. 8980
    Elevate Wealth Advisory, Inc.Athens, GA · 635 clientsWealth manager
    Schwab 100%
    $386M
  35. 8983
    Wittenberg Investment Management Inc49 clientsWealth manager
    Schwab 100%
    $385M
  36. 8984
    Cairn Wealth ManagementVancouver, WA · 315 clientsWealth manager
    Schwab 100%
    $385M
  37. 8985
    PSI Capital ManagementLancaster, PA · 514 clientsWealth managerWrap sponsor
    Schwab 100%
    $385M
  38. 8986
    Pacific Asset Management, LLCGig Harbor, WA · 377 clientsWealth manager
    Schwab 100%
    $385M
  39. 8987
    Agvictus Capital Management LLCAlpharetta, GAAsset manager
    No custodian reported
    $385M
  40. 8989
    Promus AdvisorsDallas, TX · 50 clientsWealth manager
    Pershing 100%
    $385M

RIAs by state