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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. 12286
    Entasis Asset Management LLCBrookfield, WI · 159 clientsWealth manager
    Schwab 68%Fidelity 32%
    $198M
  2. 12288
    Calvert Impact Advisory Services, LLCBethesda, MD · 1 clientsPrivate fund adviser
    No custodian reported
    $198M
  3. 12289
    D & P Investment Advisors, LTD.Wakefield, RI · 247 clientsWealth manager
    Fidelity Distributors Company 100%
    $198M
  4. 12290
    Crown Advisors Management, Inc.Larkspur, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $198M
  5. 12291
    Accruent Wealth AdvisorsWinston-Salem, NC · 138 clientsWealth manager
    Schwab 100%
    $198M
  6. 12292
    Preston InvestmentsKingman, AZ · 2,528 clientsWealth manager
    Schwab 85%
    $198M
  7. 12293
    Bengal Asset Management, LLCSanta Monica, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $198M
  8. 12294
    Boardwalk Financial Strategies LLCHartland, WI · 85 clientsWealth manager
    Schwab 100%
    $198M
  9. 12295
    Attentive Investments, LLCStockton, CA · 430 clientsWealth manager
    Schwab 100%
    $197M
  10. 12296
    Inman Financial Services, Inc.Portland, OR · 237 clientsWealth manager
    Schwab 100%
    $197M
  11. 12299
    Rydar Equities, Inc.Weatherford, TX · 142 clientsWealth manager
    Schwab 100%
    $197M
  12. 12300
    Bautis Financial, LLCMontclair, NJ · 275 clientsWealth manager
    Schwab 100%
    $197M
  13. 12301
    Global PartnershipsSeattle, WA · 5 clientsPrivate fund adviser
    No custodian reported
    $197M
  14. 12304
    L Capital, LLCWindsor, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $197M
  15. 12305
    Davis Wealth AdvisorsSalem, NH · 92 clientsWealth manager
    Fidelity 100%
    $197M
  16. 12306
    Concordia Wealth Management, LLCConcord, MA · 53 clientsWealth manager
    Morgan Stanley 100%
    $197M
  17. 12307
    Unified Retirement Planning GroupBriarcliff Manor, NY · 152 clientsWealth managerWrap sponsor
    Schwab 100%
    $197M
  18. 12308
    Schwallier Wealth ManagementGrand Rapids, MI · 292 clientsWealth managerWrap sponsor
    Fidelity 72%LPL Financial 28%
    $197M
  19. 12309
    Bireme Capital, LLCRockville, MD · 65 clientsAsset manager
    Interactive Brokers 100%
    $197M
  20. 12310
    Reciprocal Venture Management, L.L.C.New York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $197M
  21. 12311
    REI Wealth Management26 clientsWealth manager
    Raymond James 100%
    $197M
  22. 12312
    RLH Capital, LLC4 clientsPrivate fund adviser
    No custodian reported
    $197M
  23. 12313
    Bradley Wealth LLCScottsdale, AZ · 204 clientsWealth manager
    Altruist 67%Pershing 30%
    $197M
  24. 12314
    Connor Capital SB, LLCSanta Barbara, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $197M
  25. 12316
    Certified Planners, Inc.San Ramon, CA · 188 clientsWealth manager
    Schwab 100%
    $197M
  26. 12317
    Springhouse Capital Management, LP1 clientsPrivate fund adviser
    No custodian reported
    $197M
  27. 12318
    Kingdom Legacy Advisors223 clientsWealth manager
    Schwab 84%
    $197M
  28. 12319
    Avant Financial AdvisorsAustin, TX · 166 clientsWealth manager
    Schwab 100%
    $196M
  29. 12320
    Friedenthal Financial, LLCMarlton, NJ · 196 clientsWealth manager
    Schwab 100%
    $196M
  30. 12321
    Round2 Investment Partners LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $196M
  31. 12322
    Grand Central Investment Group, LLCTampa, FL · 238 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 100%
    $196M
  32. 12323
    Amphora Wealth Management, LLCChapel Hill, NC · 103 clientsWealth manager
    Fidelity 87%
    $196M
  33. 12324
    Reyes Financial Architecture Inc.San Diego, CA · 170 clientsWealth manager
    Schwab 99%
    $196M
  34. 12325
    Smith Partners Wealth Management, LLCGreensboro, NC · 123 clientsWealth manager
    Schwab 100%
    $196M
  35. 12326
    Bellingrath Wealth Management, L.L.C.New Orleans, LA · 210 clientsBroker-dealer firm
    No custodian reported
    $196M
  36. 12327
    Hummer Financial Advisory Services Inc44 clientsWealth manager
    Wells Fargo 66%Schwab 34%
    $196M
  37. 12328
    Trueman BrownLake Zurich, IL · 129 clientsWealth manager
    Fidelity 100%
    $196M
  38. 12329
    Frazier Financial Consultants, LLCChapel Hill, NC · 89 clientsWealth manager
    Schwab 100%
    $196M
  39. 12330
    Monson Wealth Management LLC15 clientsAsset manager
    Raymond James 100%
    $196M
  40. 12331
    Golden Gate Personal Financial PlanningSan Francisco, CA · 33 clientsWealth manager
    Schwab 100%
    $196M

RIAs by state