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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. 11623
    Bullseye Investment Management, LLCCincinnciati, OH · 1,120 clientsWealth manager
    Axos 100%
    $226M
  2. 11624
    Dragus Capital, LLCCoral Gables, FL · 86 clientsWealth manager
    Banco Sabadell Miami Branch 65%Merrill / Bank of America 25%
    $226M
  3. 11626
    Professional FinancialPittsford, NY · 93 clientsWealth manager
    Schwab 100%
    $226M
  4. 11628
    Evansbrook Capital Management110 clientsWealth manager
    Schwab 100%
    $226M
  5. 11629
    DVB Private WealthHarrisburg, PA · 249 clientsWealth manager
    LPL Financial 82%
    $226M
  6. 11630
    Natural CapitalFayetteville, AR · 10 clientsPrivate fund adviser
    No custodian reported
    $226M
  7. 11631
    Magnolia Financial Planning Services, Inc.Seneca, SC · 278 clientsWealth manager
    Schwab 100%
    $226M
  8. 11633
    Global Value Investment CorporationMilwaukee, WI · 192 clientsWealth managerWrap sponsor
    Schwab 100%
    $226M
  9. 11634
    D'arcy Capital Management, LLCSan Diego, CA · 106 clientsWealth manager
    Fidelity 100%
    $226M
  10. 11636
    Oceanis Financial Advisors, Inc.Miami, FL · 82 clientsAsset manager
    J.P. Morgan 100%
    $226M
  11. 11637
    Williams Capital Management CompanyWilmette, IL · 22 clientsWealth manager
    No custodian reported
    $226M
  12. 11638
    Simplified Wealth ManagementHattiesburg, MS · 712 clientsWealth manager
    Schwab 100%
    $226M
  13. 11639
    Miller Wealth Advisors, LLC116 clientsWealth manager
    Schwab 100%
    $226M
  14. 11640
    The Tenret Company, LLCTampa, FL · 55 clientsWealth manager
    Schwab 100%
    $225M
  15. 11641
    Buckeye-PacificNaples, FL · 3 clientsPrivate fund adviser
    U.S. Bancorp Advisors 100%
    $225M
  16. 11642
    Principium Investments LLC236 clientsWealth manager
    Fidelity 100%
    $225M
  17. 11644
    Mindful Wealth LLCGlencoe, IL · 57 clientsWealth manager
    Schwab 100%
    $225M
  18. 11645
    Daniel Investment Associates, LLCSanta Barbara, CA · 33 clientsWealth manager
    Schwab 100%
    $225M
  19. 11646
    Apex Capital Management, L.L.C.Lafayette, LA · 357 clientsWealth manager
    SEI 100%
    $225M
  20. 11648
    Inman Jager Wealth Management, LLCHattiesburg, MS · 246 clientsWealth manager
    Raymond James 100%
    $225M
  21. 11650
    Principia Wealth Advisory, LLCDallas, TX · 156 clientsWealth manager
    Schwab 100%
    $225M
  22. 11651
    442 Capital PTY LTDMelbourne, Australia · 2 clientsPrivate fund adviser
    No custodian reported
    $225M
  23. 11652
    Capital Advisory Group, Inc.Dallas, TX · 77 clientsWealth manager
    Schwab 100%
    $225M
  24. 11653
    Global Delta Capital, LLCSomerville, MA · 1 clientsPrivate fund adviser
    No custodian reported
    $225M
  25. 11654
    Plexo Capital Management, LLC3 clientsPrivate fund adviser
    No custodian reported
    $225M
  26. 11655
    Retirement Plans, Inc.Westerville, OH · 278 clientsAsset manager
    Transamerica Trust 53%Reliance Trust 26%
    $225M
  27. 11656
    Bantamac Capital, LLCChicago, IL · 14 clientsAsset manager
    Northern Trust 64%Schwab 36%
    $225M
  28. 11659
    Prato Capital ManagementWhite Plains, NY · 326 clientsWealth managerWrap sponsor
    Schwab 100%
    $225M
  29. 11660
    Allied Private WealthBoca Raton, FL · 228 clientsWealth manager
    No custodian reported
    $224M
  30. 11661
    REB Capital Management, LLCDallas, TX · 2 clientsPrivate fund adviser
    BNY 100%
    $224M
  31. 11663
    Iadvise PartnersNew York, NY · 20 clientsWealth manager
    J.P. Morgan 100%
    $224M
  32. 11665
    Arrowmark Asset Management, LLCDenver, CO · 1 clientsAsset manager
    No custodian reported
    $224M
  33. 11666
    Orca Wealth Management, LLCNew Port Richey, FL · 425 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 100%
    $224M
  34. 11667
    Meritis Wealth Management, Inc.Potomac, MD · 130 clientsWealth manager
    Raymond James 100%
    $224M
  35. 11668
    Aligne Wealth Advisors Investment Management (awaim)Los Angeles, CA · 220 clientsWealth manager
    LPL Financial 87%
    $224M
  36. 11669
    Old Bridge Capital Management Private LimitedMumbai, India · 264 clientsAsset manager
    Axis Bank Limited 100%
    $224M
  37. 11670
    McAlvany Wealth Management, LLCDurango, CO · 664 clientsWealth manager
    Schwab 100%
    $224M
  38. 11671
    Bucket List Wealth Management, LLCThe Villages, FL · 482 clientsWealth manager
    Schwab 65%Fidelity 35%
    $224M
  39. 11672
    McAlister, Sweet & Associates, Inc.Houston, TX · 187 clientsWealth managerWrap sponsor
    Schwab 100%
    $224M
  40. 11674
    Alder Financial Group IncAtlanta, GA · 65 clientsWealth manager
    Schwab 100%
    $224M

RIAs by state