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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. 11376
    A3 Capital AdvisorsHouston, TX · 26 clientsWealth manager
    Schwab 100%
    $237M
  2. 11379
    Your Private Client Group, Inc.230 clientsWealth manager
    Assetmark Trust 100%
    $237M
  3. 11380
    Nvest Wealth Strategies, Inc.Powell, OH · 187 clientsWealth manager
    Schwab 100%
    $237M
  4. 11381
    Fireside Capital AdvisorsDallas, TX · 140 clientsWealth manager
    Schwab 100%
    $237M
  5. 11382
    Level Wealth Management LLCGreensboro, NC · 94 clientsWealth manager
    Schwab 100%
    $237M
  6. 11385
    Castle Wealth PlanningSanta Barbara, CA · 111 clientsWealth manager
    Schwab 100%
    $236M
  7. 11386
    Lanier Financial Group LLCAthens, GA · 240 clientsWealth managerPublic-company owned
    Schwab 89%
    $236M
  8. 11387
    Rule One Partners, LLCMoreland, GA · 2 clientsAsset manager
    No custodian reported
    $236M
  9. 11388
    Sygnus Capital PR LLCGuaynabo, PR · 15 clientsPrivate fund adviser
    No custodian reported
    $236M
  10. 11390
    R2 Wealth Management PartnersLincoln, NE · 430 clientsWealth manager
    Schwab 100%
    $236M
  11. 11391
    Arlington Wealth ManagementArlington Heights, IL · 226 clientsWealth manager
    Schwab 100%
    $236M
  12. 11392
    Heritage Financial Counselors, LLCBedminster, NJ · 143 clientsWealth manager
    Schwab 100%
    $236M
  13. 11393
    Bamboo Wealth StrategiesSan Diego, CA · 229 clientsWealth manager
    Schwab 100%
    $236M
  14. 11394
    Crosslayer Capital Management LLC4 clientsPrivate fund adviser
    No custodian reported
    $236M
  15. 11395
    Crown Oak Advisors54 clientsWealth manager
    Schwab 77%Fidelity Distributors Company 23%
    $236M
  16. 11396
    Creo Capital Partners Management LLCMiami, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $236M
  17. 11397
    Nierenberg Investment Management Company, LLC4 clientsPrivate fund adviser
    Goldman Sachs 100%
    $235M
  18. 11398
    Birch Capital Management, LLC35 clientsWealth manager
    Schwab 100%
    $235M
  19. 11399
    NDH Opportunity LLC5 clientsPrivate fund adviser
    No custodian reported
    $235M
  20. 11400
    Portland Private Wealth Management, Inc.Portland, OR · 455 clientsWealth manager
    Schwab 100%
    $235M
  21. 11402
    Hutchinson & Ziegler Financial Advisors, Inc.San Rafael, CA · 62 clientsWealth manager
    Schwab 100%
    $235M
  22. 11403
    R.I.T. Wealth AdvisorsSan Luis Obispo, CA · 262 clientsWealth manager
    No custodian reported
    $235M
  23. 11405
    PromethiumBethesda, MD · 287 clientsWealth managerWrap sponsor
    Schwab 73%Fidelity 27%
    $235M
  24. 11406
    WhvpZurich, Switzerland · 130 clientsWealth manager
    Bank Vontobel AG 45%Dreyfus Soehne & CIE AG, Banquiers 35%
    $235M
  25. 11408
    Ampersand Capital Group, L.P.Burlingame, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $235M
  26. 11409
    Lind Capital PartnersEvanston, IL · 79 clientsWealth manager
    Schwab 58%Fidelity 42%
    $235M
  27. 11410
    MBF Healthcare Management II, LLCCoral Gables, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $235M
  28. 11412
    Kingsman Wealth Management Inc.Pensacola, FL · 216 clientsWealth manager
    Schwab 100%
    $235M
  29. 11413
    Northland Capital ManagementVirginia, MN · 283 clientsWealth manager
    Fidelity 100%
    $235M
  30. 11414
    Camelotta AdvisorsSan Francisco, CA · 61 clientsWealth manager
    Fidelity 88%
    $235M
  31. 11415
    Altura Wealth AdvisorsVirginia Beach, VA · 261 clientsWealth manager
    Schwab 100%
    $235M
  32. 11416
    Partnership Wealth ManagementTowson, MD · 139 clientsWealth managerWrap sponsor
    Schwab 100%
    $235M
  33. 11417
    Sustainable Advisors Alliance LLCTulsa, OK · 559 clientsWealth manager
    Schwab 71%
    $235M
  34. 11418
    Tevis Investment Management, LLCPlano, TX · 431 clientsWealth manager
    Schwab 100%
    $235M
  35. 11419
    Watercolor FinancialAustin, TX · 152 clientsWealth manager
    Fidelity 100%
    $235M
  36. 11420
    Peak Investment Advisors, Inc.Colorado Springs, CO · 40 clientsWealth manager
    Schwab 100%
    $235M
  37. 11421
    Plan TO Prosper Wealth ManagementOrmond Beach, FL · 418 clientsWealth manager
    Schwab 100%
    $234M
  38. 11422
    Reef Investment Management LLCLehi, UT · 4 clientsPrivate fund adviser
    No custodian reported
    $234M
  39. 11423
    Equanimity Financial PartnersPasadena, CA · 665 clientsWealth manager
    Schwab 100%
    $234M
  40. 11424
    Rademacher Financial, Inc.Lawrence, KS · 343 clientsWealth manager
    Raymond James 100%
    $234M

RIAs by state