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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. 12238
    Planning Works Advisory, Inc.Austin, TX · 129 clientsWealth manager
    Schwab 100%
    $200M
  2. 12240
    Saddlerock Capital Management LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $200M
  3. 12241
    Kapusta Financial GroupPittsburgh, PA · 207 clientsWealth manager
    Schwab 100%
    $200M
  4. 12242
    LBB Holding Company LLCNorwalk, CT · 2 clientsPrivate fund adviser
    No custodian reported
    $200M
  5. 12244
    Capital Asset Management, Inc.Columbus, OH · 124 clientsWealth manager
    Fidelity Distributors Company 99%
    $200M
  6. 12246
    DBK Financial Counsel, LLCCuyahoga Falls, OH · 77 clientsWealth manager
    No custodian reported
    $199M
  7. 12247
    CND FinancialLivonia, MI · 189 clientsWealth manager
    Schwab 100%
    $199M
  8. 12248
    Glenwood Investment Group, LLCManchester, NH · 372 clientsWealth manager
    Schwab 0%
    $199M
  9. 12249
    Advisor.investmentsBaton Rouge, LA · 168 clientsWealth manager
    Schwab 100%
    $199M
  10. 12250
    Pingora Partners LLCDallas, TX · 32 clientsWealth manager
    Schwab 100%
    $199M
  11. 12251
    The Catalyst Group, Inc.Houston, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $199M
  12. 12252
    Scalar Gauge Management, LLCDallas, TX · 3 clientsPrivate fund adviser
    UBS 100%
    $199M
  13. 12253
    Miller Global Investments, L.L.C.Dallas, TX · 97 clientsWealth manager
    Schwab 0%
    $199M
  14. 12254
    Tranquilli Financial Advisor, LLCClinton, NJ · 225 clientsWealth manager
    Axos 100%
    $199M
  15. 12255
    Naviquant181 clientsAsset manager
    Empower Financial Services 46%Paychex Securities 33%
    $199M
  16. 12256
    Mountain Lake Investment Management LLC21 clientsPrivate fund adviser
    Fidelity 100%
    $199M
  17. 12257
    Sechrest Financial ServicesActon, MA · 53 clientsWealth manager
    Fidelity 100%
    $199M
  18. 12258
    AIO Financial, LLCTucson, AZ · 197 clientsWealth manager
    Schwab 100%
    $199M
  19. 12259
    RIK Saylor Financial, Inc.Fairfield, OH · 377 clientsWealth manager
    Fidelity 100%
    $199M
  20. 12260
    Financial Architects, LLCWoodstock, GA · 100 clientsWealth manager
    Schwab 100%
    $199M
  21. 12261
    Barron Financial Group, LLPTorrington, CT · 193 clientsWealth manager
    Fidelity 98%
    $199M
  22. 12262
    RWA AdvisorsBoca Raton, FL · 221 clientsWealth manager
    Schwab 100%
    $199M
  23. 12265
    The Bedminster GroupBluffton, SC · 190 clientsWealth manager
    Schwab 100%
    $199M
  24. 12266
    MJT & Associates Financial Advisory Group, Inc.Montevideo, MN · 317 clientsWealth manager
    Schwab 100%
    $199M
  25. 12267
    Erickson Financial Group, LLCAllentown, PA · 260 clientsWealth manager
    Schwab 100%
    $199M
  26. 12269
    Capital Squared Financial LLCRockville, MD · 87 clientsWealth manager
    Schwab 100%
    $199M
  27. 12270
    IntercapitalAustin, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $199M
  28. 12271
    InvisorSeneca, KS · 265 clientsAsset manager
    Matrix Trust 56%Schwab 33%
    $199M
  29. 12272
    Paladin PartnersHartland, WI · 45 clientsWealth manager
    RBC 53%Schwab 47%
    $199M
  30. 12273
    Mork Capital ManagementHealdsburg, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $199M
  31. 12274
    Prestige Wealthwide, LLCLehi, UT · 187 clientsWealth manager
    Schwab 100%
    $198M
  32. 12275
    Scaleworks Capital, LLCSan Antonio, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $198M
  33. 12276
    Cedarstone AdvisorsThousand Oaks, CA · 191 clientsWealth manager
    Schwab 100%
    $198M
  34. 12277
    Feynman Point Asset ManagementNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $198M
  35. 12278
    TFJ Management, LLCSomerville, MA · 3 clientsPrivate fund adviser
    Fidelity 100%
    $198M
  36. 12280
    Safir Wealth Advisors, LLC67 clientsWealth manager
    Fidelity 100%
    $198M
  37. 12281
    Welch Financial Planning, LLCBoulder, CO · 157 clientsWealth manager
    Schwab 100%
    $198M
  38. 12282
    GIP Investment Adviser LLCWest Palm Beach, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $198M
  39. 12283
    Newport Investment Advisors IncBeachwood, OH · 89 clientsAsset manager
    Fidelity 100%
    $198M
  40. 12284
    Constant Guidance Financial, LLCNorth Attleboro, MA · 240 clientsWealth manager
    Schwab 0%
    $198M

RIAs by state