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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. 11425
    Belleair Asset Management, LLCBelleair Bluffs, FL · 125 clientsWealth manager
    Schwab 100%
    $234M
  2. 11426
    Primestor Investment Management, LLCCulver City, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $234M
  3. 11427
    Capital Management Advisor Group, LLCWalnut Creek, CA · 88 clientsWealth manager
    Capital Bank and Trust 100%
    $234M
  4. 11428
    St. Louis Financial Planners Asset Management, LLCChesterfield, MO · 446 clientsWealth manager
    Axos 100%
    $234M
  5. 11430
    Bonfire Financial, LLCColorado Springs, CO · 278 clientsWealth manager
    Schwab 100%
    $234M
  6. 11432
    Daviman Financial, LLC256 clientsWealth manager
    Schwab 100%
    $234M
  7. 11434
    Sivik Global Healthcare, LLC3 clientsPrivate fund adviser
    No custodian reported
    $234M
  8. 11435
    Helium Advisors LLCVancouver, WA · 279 clientsWealth manager
    Fidelity 59%Schwab 30%
    $234M
  9. 11436
    Atlas Wealth Partners LLCWyomissing, PA · 314 clientsWealth manager
    Schwab 100%
    $234M
  10. 11437
    New China Capital Management Corp.Stamford, CT · 2 clientsPrivate fund adviser
    No custodian reported
    $234M
  11. 11439
    The Aranda Group Advisors, LLCJenkintown, PA · 159 clientsWealth manager
    Fidelity 100%
    $234M
  12. 11440
    Skaana Management L.P.1 clientsPrivate fund adviser
    No custodian reported
    $234M
  13. 11441
    Geneva Financial GroupLakewood, NJ · 49 clientsWealth manager
    Pershing 54%BNY 46%
    $234M
  14. 11443
    MPI Wealth Management LLCHinsdale, IL · 153 clientsWealth manager
    Schwab 68%Fifth Third Bank 32%
    $234M
  15. 11444
    Clutterbuck Capital Management LLCCleveland, OH · 49 clientsPrivate fund adviser
    No custodian reported
    $233M
  16. 11445
    Catalyst Financial NW CorporationGresham, OR · 1,068 clientsWealth manager
    Schwab 100%
    $233M
  17. 11446
    Figure 8 Investment Strategies LLCBoise, ID · 176 clientsWealth manager
    Schwab 100%
    $233M
  18. 11447
    Windmark Investment Partners, Inc.Wilmington, DEAsset manager
    State Street 63%Wells Fargo 37%
    $233M
  19. 11448
    Walker Financial Advisors IncMission Viejo, CA · 178 clientsWealth manager
    Schwab 100%
    $233M
  20. 11449
    Reynolds Channel Management, L.P.New York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $233M
  21. 11450
    Aspirean Wealth, LLCMill Valley, CA · 165 clientsWealth manager
    Schwab 100%
    $233M
  22. 11451
    Ironwood Wealth Management, Inc.Hurricane, WV · 276 clientsWealth manager
    Schwab 100%
    $233M
  23. 11452
    Holos Integrated WealthKennett Square, PA · 225 clientsWealth manager
    Fidelity 100%
    $233M
  24. 11453
    Lscp Advisors, LLCAustin, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $233M
  25. 11454
    WE Alliance Wealth Advisors, Inc.Roseville, CA · 265 clientsWealth manager
    Equity Advisors Solutions 46%Schwab 35%
    $233M
  26. 11455
    Anchor Wealth Management Group LLCWest Palm Beach, FL · 209 clientsWealth manager
    Fidelity 97%
    $233M
  27. 11456
    D C Voss & Company, LLC59 clientsWealth manager
    Schwab 100%
    $233M
  28. 11457
    Sundvold FinancialColumbia, MO · 480 clientsWealth manager
    No custodian reported
    $233M
  29. 11458
    Summit Financial Advisors, Inc.Middletown, OH · 139 clientsWealth manager
    Schwab 100%
    $233M
  30. 11459
    Lizard Investors LLCChicago, IL · 6 clientsPrivate fund adviser
    State Street 100%
    $233M
  31. 11460
    High River Resources Management LLCDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $233M
  32. 11461
    Oberon Asset Management, LLCNew York, NY · 48 clientsWealth manager
    Fidelity 100%
    $233M
  33. 11462
    Klein Pavlis & Peasley Financial, Inc.Irvine, CA · 338 clientsWealth manager
    Schwab 100%
    $233M
  34. 11463
    Taylor Frigon Capital Management LLCScottsdale, AZ · 121 clientsPrivate fund adviser
    Schwab 100%
    $233M
  35. 11464
    Direct Financial Care97 clientsWealth manager
    Schwab 100%
    $233M
  36. 11465
    Foundry Financial LLCPasadena, CA · 184 clientsWealth manager
    Fidelity 55%Schwab 45%
    $233M
  37. 11466
    New Capital PartnersBirmingham, AL · 5 clientsPrivate fund adviser
    No custodian reported
    $233M
  38. 11467
    Mount Vernon Associates IncBaltimore, MD · 72 clientsWealth manager
    Schwab 84%
    $233M
  39. 11468
    Integrated Capital Management, Inc.Jessup, PA · 926 clientsWealth manager
    Schwab 90%
    $232M
  40. 11469
    OT Management, LLCBoston, MA · 40 clientsPrivate fund adviser
    No custodian reported
    $232M

RIAs by state