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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. 12383
    Buckley Capital Advisors, LLCMiami Beach, FL · 8 clientsPrivate fund adviser
    No custodian reported
    $194M
  2. 12384
    MWS Capital Consultants LLCChicago, IL · 142 clientsWealth manager
    Fidelity 100%
    $194M
  3. 12385
    Morgens, Waterfall, Vintiadis & Company, Inc.New York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $194M
  4. 12387
    XPV Management LLCEl Segundo, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $194M
  5. 12388
    One Wealth InvestorsBoca Raton, FL · 138 clientsWealth manager
    Schwab 100%
    $193M
  6. 12389
    Sandia Wealth Management, LLCAlbuquerque, NM · 239 clientsWealth manager
    Raymond James 100%
    $193M
  7. 12390
    Pine Haven Investment Counsel, Inc.84 clientsWealth manager
    Schwab 100%
    $193M
  8. 12392
    Dynamic Wealth AdvisorsSurprise, AZ · 315 clientsWealth manager
    Schwab 100%
    $193M
  9. 12393
    Kazazian Asset Management, LLCFort Lauderdale, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $193M
  10. 12394
    Stonecreek Private Wealth, LLC69 clientsWealth manager
    Fidelity 100%
    $193M
  11. 12395
    Retirement Plan Fiduciaries, LLC51 clientsAsset manager
    MID Atlantic Trust 38%
    $193M
  12. 12396
    Kastel Capital Advisors, LLCWellesley, MA · 67 clientsWealth manager
    Fidelity 72%Schwab 28%
    $193M
  13. 12397
    Balanced Rock Investment AdvisorsRoslindale, MA · 210 clientsWealth manager
    Schwab 100%
    $193M
  14. 12398
    3 Factor Indexing, LLC48 clientsWealth manager
    Schwab 100%
    $193M
  15. 12399
    January Capital Advisors LLCSan Francisco, CA · 186 clientsWealth managerWrap sponsor
    Schwab 100%
    $193M
  16. 12400
    Rmdr Advisors, Inc.180 clientsWealth manager
    Fidelity 100%
    $193M
  17. 12401
    Elemental Capital Partners LLC63 clientsWealth manager
    Schwab 100%
    $193M
  18. 12402
    Hinchley Advisory Group, LLCCentennial, CO · 296 clientsWealth manager
    Schwab 100%
    $193M
  19. 12403
    Willner & Heller LLCEncino, CA · 178 clientsWealth manager
    Schwab 100%
    $193M
  20. 12404
    East Guilford Financial Services LLCMadison, CT · 301 clientsWealth manager
    Schwab 100%
    $193M
  21. 12405
    Terra Alpha Investments LLCWashington, DC · 5 clientsPrivate fund adviser
    Northern Trust 100%
    $193M
  22. 12406
    Cape ANN Capital, Inc.Concord, MA · 246 clientsWealth manager
    Fidelity 100%
    $193M
  23. 12407
    Kinzie Capital PartnersChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $193M
  24. 12408
    Wickham Financial & Insurance ServicesMarietta, GA · 308 clientsWealth manager
    Schwab 100%
    $193M
  25. 12409
    High Point Wealth Management, LLCChester, NJ · 146 clientsWealth manager
    Fidelity 100%
    $193M
  26. 12410
    Baybridge Capital Group, LLCLivermore, CA · 220 clientsWealth manager
    Schwab 100%
    $193M
  27. 12411
    Acon Investments Management, LLCWashington, DC · 9 clientsPrivate fund adviser
    No custodian reported
    $193M
  28. 12412
    Fulcrum Wealth ManagementPlano, TX · 487 clientsWealth managerWrap sponsor
    Schwab 83%
    $193M
  29. 12413
    Setchfield Asset ManagementBradenton, FL · 250 clientsWealth manager
    Schwab 100%
    $193M
  30. 12414
    Arcadia FundsBurlington, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $193M
  31. 12415
    Falcon Bridge CapitalOakland, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $193M
  32. 12416
    Thomas LEO Advisory, LLCMinneapolis, MN · 145 clientsWealth manager
    Schwab 68%SEI 32%
    $193M
  33. 12417
    NumaMiami, FL · 60 clientsWealth manager
    Interactive Brokers 47%J.P. Morgan 31%BTG Pactual US Capital 22%
    $193M
  34. 12418
    Davis Private Wealth, LLCRoyal Palm Beach, FL · 144 clientsWealth manager
    Schwab 100%
    $193M
  35. 12419
    Mozayyx Management LLCAustin, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $193M
  36. 12420
    Grizzlyrock Capital, LLCChicago, IL · 5 clientsPrivate fund adviser
    No custodian reported
    $193M
  37. 12421
    Tailwinds Wealth, LLCVadnais Heights, MN · 268 clientsWealth manager
    Schwab 100%
    $193M
  38. 12422
    Quantstreet Capital30 clientsWealth manager
    Schwab 100%
    $193M
  39. 12423
    Blue Water Life Science Advisors, LP6 clientsPrivate fund adviser
    No custodian reported
    $193M
  40. 12424
    Financial Elements, IncRolling Meadows, IL · 124 clientsWealth manager
    Schwab 100%
    $193M

RIAs by state