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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. 9049
    Siena Capital Partners GP, LLCEvanston, IL · 1 clientsPrivate fund adviser
    No custodian reported
    $379M
  2. 9050
    Keystone Financial ServicesLoveland, CO · 298 clientsWealth manager
    Fidelity 75%Schwab 25%
    $379M
  3. 9051
    All Terrain Financial AdvisorsCoon Rapids, MN · 190 clientsWealth manager
    Schwab 100%
    $379M
  4. 9053
    Outlander VC17 clientsPrivate fund adviser
    No custodian reported
    $379M
  5. 9054
    Camber Partners Management LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $379M
  6. 9055
    Sun Mountain Capital Advisors, LLCSanta Fe, NM · 9 clientsPrivate fund adviser
    No custodian reported
    $379M
  7. 9056
    MKT and Associates LLCTacoma, WA · 146 clientsWealth manager
    Schwab 100%
    $379M
  8. 9059
    Boca Wealth AdvisorsBoca Raton, FL · 157 clientsWealth manager
    Schwab 100%
    $379M
  9. 9060
    Prospect Partners Advisors LLCChicago, IL · 3 clientsPrivate fund adviser
    No custodian reported
    $378M
  10. 9061
    Hidden Lake Asset Management LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $378M
  11. 9062
    Century Equity Partners LLCBoston, MA · 6 clientsPrivate fund adviser
    No custodian reported
    $378M
  12. 9063
    Pritzker Alternative StrategiesChicago, IL · 1 clientsPrivate fund adviser
    No custodian reported
    $378M
  13. 9064
    Auour Investments LLCWoburn, MA · 375 clientsWealth manager
    Fidelity 53%Schwab 47%
    $378M
  14. 9065
    Freedom Financial Partners LLCOakdale, MN · 308 clientsWealth manager
    Schwab 100%
    $378M
  15. 9070
    Breyta Capital PartnersBrooklyn, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $378M
  16. 9071
    PinvestCoral Gables, FL · 6 clientsAsset manager
    Wells Fargo 26%Julius BAR 25%
    $377M
  17. 9073
    Family Legacy, Inc.Greenville, SC · 257 clientsWealth manager
    Schwab 60%Fidelity 40%
    $377M
  18. 9075
    Martin Wealth SolutionsChristiansburg, VA · 896 clientsWealth manager
    TradePMR / Robinhood 52%Schwab 44%
    $377M
  19. 9076
    JPS Financial, LLCWestlake, OH · 279 clientsWealth manager
    Schwab 100%
    $377M
  20. 9077
    Northstar Advisory Group, LLCNorthfield, NJ · 372 clientsWealth manager
    Schwab 100%
    $377M
  21. 9079
    Advisor Share Wealth Management, LLCVancouver, WA · 2,521 clientsWealth manager
    Schwab 100%
    $377M
  22. 9080
    Volterra Technologies LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $377M
  23. 9081
    Olde Wealth Management, LLC315 clientsWealth manager
    Schwab 100%
    $377M
  24. 9082
    Genoa Wealth, LLC18 clientsWealth manager
    Schwab 100%
    $377M
  25. 9083
    Strategic Planning, Inc.Columbus, OH · 817 clientsWealth managerWrap sponsor
    Schwab 100%
    $377M
  26. 9084
    Intelligent CapitalworksScottsdale, AZ · 99 clientsWealth manager
    Fidelity 100%
    $377M
  27. 9086
    Palm Drive Capital LLCNew York, NY · 30 clientsPrivate fund adviser
    No custodian reported
    $376M
  28. 9088
    Christy Capital Management, Inc.Macon, GA · 766 clientsWealth manager
    Fidelity 100%
    $376M
  29. 9089
    Concorde Investment ManagementDallas, TX · 132 clientsWealth manager
    Fidelity 86%
    $376M
  30. 9091
    Findell Capital Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $376M
  31. 9092
    Prosperity Advisers, LLCHorsham, PA · 289 clientsWealth manager
    Schwab 100%
    $376M
  32. 9093
    Dover Advisors, LLC128 clientsWealth manager
    Schwab 100%
    $376M
  33. 9094
    Marin Bay Wealth Advisors, LLCSan Anselmo, CA · 133 clientsWealth managerWrap sponsor
    Schwab 100%
    $376M
  34. 9095
    Melkonian Capital Management, LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $375M
  35. 9096
    Abbey StreetEden Prairie, MN · 139 clientsWealth manager
    Fidelity 100%
    $375M
  36. 9098
    Hilton Head Financial Advisors, Inc.Hilton Head, SC · 173 clientsWealth manager
    Schwab 100%
    $375M
  37. 9099
    Cultivar Capital, Inc.Denton, TX · 372 clientsWealth manager
    Schwab 100%
    $375M
  38. 9100
    Bear Mountain Capital Inc.Seattle, WA · 234 clientsWealth manager
    Fidelity 100%
    $375M
  39. 9101
    Viking Partners AdvisorsCincinnati, OH · 9 clientsPrivate fund adviser
    No custodian reported
    $375M
  40. 9102
    St. Johns Investment Management Company, LLCJacksonville, FL · 239 clientsWealth manager
    Schwab 100%
    $375M

RIAs by state