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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. 11175
    Rivonia Road Capital LLCSanta Monica, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $246M
  2. 11176
    DES Moines Investments, LLCDes Moines, IA · 700 clientsWealth manager
    No custodian reported
    $246M
  3. 11177
    Retirement Planning ServicesKnoxville, TN · 248 clientsWealth manager
    Fidelity 100%
    $246M
  4. 11178
    Sierra Pacific Private Wealth, LLCPleasanton, CA · 290 clientsWealth manager
    Schwab 100%
    $246M
  5. 11179
    3b Capital Management, LPDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $246M
  6. 11180
    Pinnacle West Asset Management IncCasper, WY · 98 clientsWealth manager
    Schwab 100%
    $246M
  7. 11182
    Insight Investment CounselEl Segundo, CA · 92 clientsWealth manager
    Schwab 100%
    $246M
  8. 11183
    Toro West Capital AdvisorsLouisville, CO · 21 clientsWealth manager
    Schwab 100%
    $246M
  9. 11184
    Global Wealth Management, LLCKingston, NJ · 76 clientsWealth manager
    Schwab 94%
    $246M
  10. 11186
    Wealthway Financial AdvisorsNorfolk, VA · 166 clientsWealth manager
    Schwab 100%
    $246M
  11. 11187
    Bostwick Capital LLCLocust Valley, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $245M
  12. 11189
    Optimist Retirement Group, LLCBellevue, WA · 119 clientsWealth manager
    Schwab 100%
    $245M
  13. 11190
    Strobe VenturesBrooklyn, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $245M
  14. 11192
    Saas Capital, LLCCincinnati, OH · 9 clientsPrivate fund adviser
    No custodian reported
    $245M
  15. 11194
    Metronome Capital LLPLondon, London, United Kingdom · 1 clientsPrivate fund adviser
    BNY 100%
    $245M
  16. 11195
    Integras Partners, LLCAlpharetta, GA · 188 clientsWealth manager
    Fidelity 100%
    $245M
  17. 11196
    Merrion Investment Management Co, LLCCranford, NJ · 37 clientsWealth manager
    Schwab 100%
    $245M
  18. 11197
    Kultura Capital Management LPPark City, UT · 4 clientsPrivate fund adviser
    No custodian reported
    $245M
  19. 11198
    994 GroupAustin, TX · 214 clientsWealth manager
    Schwab 100%
    $245M
  20. 11199
    Leon Capital Management, LLCDallas, TX · 21 clientsPrivate fund adviser
    No custodian reported
    $245M
  21. 11200
    Clear Ridge Wealth Management, LLCKalamazoo, MI · 132 clientsWealth manager
    Schwab 65%Fidelity 35%
    $245M
  22. 11202
    Boyce & Associates Wealth Consulting, Inc.Cedar Park, TX · 268 clientsWealth manager
    Schwab 100%
    $245M
  23. 11203
    City Different InvestmentsSanta Fe, NM · 105 clientsWealth manager
    Schwab 75%Fidelity 25%
    $244M
  24. 11204
    Lederer & Associates Investment CounselLong Beach, CA · 137 clientsWealth manager
    Schwab 100%
    $244M
  25. 11206
    Bazis Private Wealth, LLCOmaha, NE · 210 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $244M
  26. 11207
    Bandera PartnersBrooklyn, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $244M
  27. 11208
    TYR Capital Advisors, LLCOverland Park, KS · 3 clientsPrivate fund adviser
    No custodian reported
    $244M
  28. 11209
    Shorevest Partners, LTD.Tortola, British Virgin Islands · 3 clientsPrivate fund adviser
    No custodian reported
    $244M
  29. 11211
    Ares Financial Consulting LLCCalabasas, CA · 289 clientsWealth manager
    Fidelity 48%Schwab 34%
    $244M
  30. 11212
    Invera Wealth Advisors LLC139 clientsWealth manager
    Raymond James 100%
    $244M
  31. 11216
    Stegent Equity Advisors Inc.Houston, TX · 91 clientsWealth manager
    Schwab 100%
    $244M
  32. 11218
    Evergreen Capital Associates LLCPlainsboro, NJ · 9 clientsPrivate fund adviser
    No custodian reported
    $244M
  33. 11219
    Brahma Management LLC5 clientsPrivate fund adviser
    No custodian reported
    $244M
  34. 11220
    Prattes Wealth PartnersNewport Beach, CA · 105 clientsWealth manager
    Schwab 73%Interactive Brokers 27%
    $244M
  35. 11222
    JRE Advisors LLCNew York, NY · 37 clientsPrivate fund adviser
    No custodian reported
    $243M
  36. 11223
    Exit Wealth AdvisorsAlpharetta, GA · 229 clientsWealth manager
    Schwab 100%
    $243M
  37. 11224
    Rinaldi Wealth Management, Inc.Bonita Springs, FL · 363 clientsWealth manager
    Schwab 99%
    $243M
  38. 11225
    Capstone Wealth Management Group, Inc.Bend, OR · 255 clientsWealth manager
    Pershing 100%
    $243M
  39. 11226
    Retirewise Tax and Wealth Advisors, Inc.Topeka, KS · 294 clientsWealth manager
    Schwab 100%
    $243M
  40. 11227
    210 FinancialMorton, IL · 1,001 clientsWealth manager
    Schwab 88%
    $243M

RIAs by state