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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. 12425
    Happiness in RetirementSchenectady, NY · 240 clientsWealth manager
    Schwab 100%
    $193M
  2. 12426
    Cadia Private Client LLCParsippany, NJ · 122 clientsWealth manager
    Fidelity 100%
    $193M
  3. 12427
    Excel Capital Management CorpWarren, NJ · 71 clientsWealth manager
    No custodian reported
    $193M
  4. 12428
    Southern Capital Services IncDaphne, AL · 394 clientsWealth manager
    Schwab 100%
    $192M
  5. 12430
    Greenshields Capital LLCEl Segundo, CA · 140 clientsWealth manager
    Fidelity 69%Schwab 31%
    $192M
  6. 12431
    Park State Asset Management LLCBeverly, MA · 60 clientsWealth manager
    Fidelity 66%Schwab 25%
    $192M
  7. 12433
    Blueheel LLCDallas, TX · 4 clientsPrivate fund adviser
    Jefferies 60%Btig 22%
    $192M
  8. 12434
    DT Investment Management Ifsc LLPGift City, Gandhi Nagar, Gujarat, India · 2 clientsPrivate fund adviser
    BNY 100%
    $192M
  9. 12435
    The Archer Consulting Group, LLCThibodaux, LA · 115 clientsWealth managerWrap sponsor
    Fidelity Distributors Company 100%
    $192M
  10. 12436
    Oak Tree Investment AdvisorsPittsburgh, PA · 130 clientsWealth manager
    Fidelity 100%
    $192M
  11. 12437
    Gregory Lyle & Co.60 clientsWealth manager
    Fidelity 100%
    $192M
  12. 12438
    Vines Capital Management, LLCMonroe, LA · 230 clientsWealth manager
    Schwab 100%
    $192M
  13. 12439
    GS Investment IncEagan, MN · 84 clientsWealth manager
    Schwab 100%
    $192M
  14. 12440
    Desert Rose Capital Management, Inc.Meridian, ID · 735 clientsWealth manager
    Schwab 100%
    $192M
  15. 12441
    Belmont Private WealthChesterfield, MO · 29 clientsWealth manager
    Schwab 100%
    $192M
  16. 12442
    SpurstoneHigganum, CT · 163 clientsWealth manager
    SEI 100%
    $192M
  17. 12443
    Investors Mosaic33 clientsWealth manager
    Schwab 62%Fidelity 38%
    $192M
  18. 12446
    CLS Financial Advisors, Inc.Portland, OR · 87 clientsWealth manager
    Schwab 100%
    $192M
  19. 12447
    Pierson Wealth ManagementAtlanta, GA · 260 clientsWealth manager
    Raymond James 78%
    $192M
  20. 12448
    Pettee Investors IncRowayton, CT · 27 clientsWealth manager
    J.P. Morgan 33%Schwab 29%
    $192M
  21. 12450
    Five Pine WealthCoeur D'alene, ID · 350 clientsWealth manager
    Schwab 86%
    $192M
  22. 12452
    Windward Management LP4 clientsPrivate fund adviser
    No custodian reported
    $192M
  23. 12453
    Old Rock Asset Management LLC9 clientsWealth manager
    Fidelity 100%
    $192M
  24. 12457
    Cosmos Wealth, LLCLa Jolla, CA · 60 clientsWealth manager
    No custodian reported
    $191M
  25. 12458
    Strategic Advisory PartnersGreensboro, NC · 346 clientsWealth managerWrap sponsor
    Schwab 100%
    $191M
  26. 12460
    Variadic LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $191M
  27. 12461
    Aravalli Capital Management LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $191M
  28. 12462
    Togwotee CIO13 clientsAsset manager
    Schwab 100%
    $191M
  29. 12464
    LB Partners LLCCharlottesville, VA · 4 clientsPrivate fund adviser
    No custodian reported
    $191M
  30. 12465
    Oceanside Advisors LLCMount Pleasant, SC · 253 clientsWealth manager
    Schwab 88%
    $191M
  31. 12467
    Investment Management CorporationRoanoke, VA · 193 clientsWealth manager
    Fidelity 100%
    $191M
  32. 12468
    High Plains Investment Advisors, Inc.Lubbock, TX · 137 clientsWealth manager
    Schwab 100%
    $191M
  33. 12469
    Forthright Family Wealth Advisory LLCHouston, TX · 64 clientsWealth manager
    Fidelity 100%
    $191M
  34. 12471
    Columbia River AdvisorsTacoma, WA · 233 clientsWealth manager
    Schwab 100%
    $191M
  35. 12472
    Apex Wealth Management, LLCBedford, NH · 114 clientsWealth manager
    Schwab 58%Fidelity 42%
    $191M
  36. 12473
    M83 Investment Group, LLCCalabasas, CA · 1 clientsAsset manager
    No custodian reported
    $191M
  37. 12474
    Calumet Capital Partners LLCMiami, FLAsset manager
    No custodian reported
    $191M
  38. 12475
    Bowen Financial Services, LLCMidlothian, VA · 67 clientsWealth manager
    Schwab 100%
    $191M
  39. 12476
    DRH Investments, Inc.Thousand Oaks, CA · 101 clientsWealth manager
    Fidelity 100%
    $191M
  40. 12477
    PSG Credit GP, LLCColumbia, MD · 7 clientsPrivate fund adviser
    No custodian reported
    $191M

RIAs by state