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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. 11028
    Sterling Retirement Group of SacramentoRoseville, CA · 515 clientsWealth manager
    TradePMR / Robinhood 100%
    $253M
  2. 11029
    Elevation Capital AdvisoryBend, OR · 631 clientsWealth manager
    Schwab 100%
    $253M
  3. 11030
    Robbins Farley LLCBedford, NH · 263 clientsWealth manager
    Schwab 100%
    $253M
  4. 11031
    Endeavor Wealth Advisors, LLCPepper Pike, OH · 177 clientsWealth manager
    Schwab 100%
    $253M
  5. 11032
    Corrado Advisors, LLCRamsey, NJ · 342 clientsWealth manager
    Schwab 100%
    $253M
  6. 11033
    Unless Management LPBoulder, CO · 4 clientsPrivate fund adviser
    No custodian reported
    $253M
  7. 11034
    Aurora Investment CounselAtlanta, GA · 65 clientsWealth manager
    Schwab 100%
    $253M
  8. 11035
    Treasure Investment Management, LLCScottsdale, AZ · 336 clientsAsset manager
    Apex Fintech 100%
    $253M
  9. 11036
    Mercury Investment GroupMemphis, TN · 101 clientsWealth manager
    Schwab 97%
    $253M
  10. 11037
    Patrick M. Sweeney & Associates, IncLibertyville, IL · 86 clientsWealth manager
    Schwab 100%
    $253M
  11. 11038
    Taylor Securities Services, Inc.Harrisburg, PA · 767 clientsWealth managerWrap sponsor
    Schwab 100%
    $253M
  12. 11039
    Humphreys Capital, LLCOklahoma City, OK · 5 clientsPrivate fund adviser
    No custodian reported
    $252M
  13. 11040
    Waycross Investment Management CoBellingham, WA · 160 clientsWealth manager
    Schwab 100%
    $252M
  14. 11041
    LEE, Kelleher & Klein Wealth Management155 clientsWealth manager
    Schwab 100%
    $252M
  15. 11043
    JCP Investment Management, LLCHouston, TX · 11 clientsWealth manager
    Schwab 100%
    $252M
  16. 11044
    Morgan Dempsey Capital Management LLCMilwaukee, WI · 464 clientsWealth manager
    Schwab 53%
    $252M
  17. 11046
    DB & C Advisors, LLCHolland, MI · 329 clientsWealth manager
    Raymond James 100%
    $252M
  18. 11047
    Principled Wealth Advisors, LLCCovington, KY · 157 clientsWealth manager
    SEI 100%
    $252M
  19. 11049
    Monarch Collective2 clientsPrivate fund adviser
    No custodian reported
    $252M
  20. 11050
    Bradley & Company Private Wealth Management, LLC59 clientsWealth manager
    Fidelity 100%
    $252M
  21. 11051
    Fischer Investment Strategies, LLCWestlake Village, CA · 418 clientsWealth manager
    Schwab 100%
    $252M
  22. 11056
    Bridges Capital LLCFort Lauderdale, FL · 69 clientsAsset manager
    Schwab 99%
    $252M
  23. 11057
    Hc2 Capital, LLCDallas, TX · 52 clientsPrivate fund adviser
    No custodian reported
    $252M
  24. 11058
    Aretex Capital Management, LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $252M
  25. 11059
    Riverchase Wealth Management, LLCFlower Mound, TX · 170 clientsWealth manager
    Schwab 100%
    $251M
  26. 11060
    Talisman Wealth Advisors, LLCMountainside, NJ · 141 clientsWealth managerWrap sponsor
    LPL Financial 76%Schwab 24%
    $251M
  27. 11061
    Windward Wealth Strategies, Inc.Oshkosh, WI · 397 clientsWealth manager
    Fidelity 83%
    $251M
  28. 11062
    Graham Capital Wealth Management, LLCWashington, DC · 710 clientsWealth manager
    Fidelity 100%
    $251M
  29. 11063
    Merced Capital, L.P.Minnetonka, MN · 7 clientsPrivate fund adviser
    No custodian reported
    $251M
  30. 11064
    Cassia Capital Partners LLCWinston Salem, NC · 186 clientsWealth manager
    Pershing 100%
    $251M
  31. 11065
    Mariaca Wealth Management, LLCWellington, FL · 288 clientsWealth manager
    Schwab 79%
    $251M
  32. 11067
    Checks & Balances, Inc.Atlanta, GA · 21 clientsWealth manager
    Schwab 100%
    $251M
  33. 11068
    Team Wealth & Tax AdvisorsTemecula, CA · 366 clientsWealth manager
    Schwab 100%
    $251M
  34. 11069
    Windle WealthOklahoma City, OK · 399 clientsWealth manager
    Altruist 82%
    $251M
  35. 11071
    Karlov Street Capital, LLCBoca Raton, FL · 30 clientsPrivate fund adviser
    No custodian reported
    $251M
  36. 11072
    Seek First Inc.Campbell, CA · 86 clientsWealth manager
    Schwab 100%
    $251M
  37. 11073
    AC Investment Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $251M
  38. 11075
    Blodgett Wealth Advisors, LLC114 clientsWealth manager
    Schwab 100%
    $251M
  39. 11076
    Bios Capital Management, LPFort Worth, TX · 24 clientsPrivate fund adviser
    No custodian reported
    $251M
  40. 11077
    Styre WealthFort Worth, TX · 204 clientsWealth manager
    Schwab 100%
    $251M

RIAs by state