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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. 10022
    Broadway Wealth SolutionsSan Antonio, TX · 906 clientsWealth managerBank-affiliated
    Schwab 100%
    $308M
  2. 10023
    Kotys Wealth ProfessionalsValparaiso, IN · 321 clientsWealth manager
    Schwab 100%
    $308M
  3. 10024
    S Squared Technology, LLC1 clientsPrivate fund adviser
    No custodian reported
    $308M
  4. 10025
    Battle Investment Group, LLCAtlanta, GA · 3 clientsPrivate fund adviser
    No custodian reported
    $308M
  5. 10028
    Marathon Financial GroupBoston, MA · 118 clientsWealth manager
    Fidelity 100%
    $308M
  6. 10029
    Generations Wealth, LLCCincinnati, OH · 79 clientsWealth manager
    Schwab 89%
    $308M
  7. 10030
    Gentry Private WealthWichita, KS · 257 clientsWealth managerWrap sponsor
    Schwab 86%
    $308M
  8. 10031
    Grove Mountain Partners, LLCAtlanta, GA · 4 clientsPrivate fund adviser
    No custodian reported
    $308M
  9. 10032
    Compass Wealth Management, LLCAtlanta, GA · 171 clientsWealth manager
    Schwab 100%
    $308M
  10. 10033
    Holland Advisory Services, Inc.Ormond Beach, FL · 527 clientsWealth manager
    Fidelity 100%
    $308M
  11. 10034
    Doma Perpetual Capital Management LLCMiami, FL · 3 clientsPrivate fund adviser
    BNY 100%
    $308M
  12. 10035
    Prepared Retirement Institute LLCMontgomeryville, PA · 259 clientsWealth manager
    Schwab 100%
    $308M
  13. 10038
    Eastbay Capital4 clientsPrivate fund adviser
    No custodian reported
    $307M
  14. 10039
    Copley Investment Management, LLC553 clientsWealth manager
    Schwab 100%
    $307M
  15. 10040
    Symphony Technology Group, LLCMenlo Park, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $307M
  16. 10041
    Silverpeak Real Estate Partners L.P.New York, NY · 21 clientsPrivate fund adviser
    U.S. Bank 100%
    $307M
  17. 10042
    Kevin M. Gibney and Company, LLCIselin, NJ · 108 clientsWealth manager
    Fidelity 70%Schwab 30%
    $307M
  18. 10043
    N10° AssetsGreenwich, CT · 101 clientsWealth manager
    Goldman Sachs 100%
    $307M
  19. 10044
    Spectra Investment Management, LLCStuart, FL · 49 clientsWealth manager
    Fidelity 66%Northern Trust 34%
    $307M
  20. 10045
    Fenway Partners, LLCWesterly, RI · 3 clientsPrivate fund adviser
    No custodian reported
    $307M
  21. 10046
    One Wealth Capital Management, LLCScottsdale, AZ · 261 clientsWealth manager
    Schwab 100%
    $307M
  22. 10047
    Craft & Sage WealthKansas City, MO · 531 clientsWealth manager
    Assetmark Brokerage 100%
    $307M
  23. 10049
    Ekanta Wealth Advisors LLCCoconut Grove, FL · 52 clientsAsset manager
    EFG Capital International 49%EFG Bank 36%
    $307M
  24. 10050
    GFG SolutionsOrlando, FL · 315 clientsWealth managerWrap sponsor
    Schwab 100%
    $307M
  25. 10051
    Heritage Asset Advisors LTD., LLP391 clientsWealth managerWrap sponsor
    Schwab 100%
    $307M
  26. 10054
    Bison Capital Group, LLCEdmond, OK · 31 clientsPrivate fund adviser
    No custodian reported
    $306M
  27. 10055
    McAllister Capital ManagementJackson, MS · 210 clientsWealth manager
    Schwab 100%
    $306M
  28. 10056
    Mardin Capital GroupRye, NH · 238 clientsWealth manager
    Altruist 100%
    $306M
  29. 10057
    Fidelis IMMedford, OR · 275 clientsWealth manager
    Schwab 100%
    $306M
  30. 10058
    Marnell Management LLCFarmington Hills, MI · 3 clientsPrivate fund adviser
    No custodian reported
    $306M
  31. 10062
    Hendershott Wealth Management, LLCFishers, IN · 158 clientsWealth manager
    Schwab 90%
    $306M
  32. 10063
    Finer Wealth Management, Inc.Salem, MA · 277 clientsWealth manager
    Schwab 100%
    $306M
  33. 10064
    Mountaineer Partners Management, LLCNew York, NY · 4 clientsPrivate fund adviser
    Merrill / Bank of America 100%
    $306M
  34. 10066
    Winans InvestmentsLas Vegas, NV · 276 clientsWealth manager
    Schwab 100%
    $306M
  35. 10068
    Joel Adams and Associates Inc.Asheville, NC · 284 clientsWealth managerWrap sponsor
    Raymond James 100%
    $306M
  36. 10069
    Leap Wealth ManagementDallas, TX · 363 clientsWealth managerWrap sponsor
    Schwab 100%
    $306M
  37. 10070
    Adalta Capital Management LLCNew York, NY · 74 clientsWealth manager
    Schwab 72%
    $306M
  38. 10071
    MWA Asset ManagementDanvers, MA · 180 clientsWealth manager
    Fidelity 99%
    $306M
  39. 10072
    Victoria Capital Management, Inc.Charleston, SC · 47 clientsAsset manager
    Schwab 100%
    $306M
  40. 10073
    Keeler Thomas Management LLCOrem, UT · 132 clientsWealth manager
    Fidelity Distributors Company 99%
    $306M

RIAs by state