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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. 12530
    Hahn Financial GroupSioux Falls, SD · 1,861 clientsWealth manager
    Schwab 100%
    $189M
  2. 12531
    McCulley Financial Group, LLCWestchester, IL · 169 clientsWealth manager
    Schwab 100%
    $189M
  3. 12532
    Ivy League Financial Advisors LLCRockville, MD · 103 clientsWealth manager
    Schwab 100%
    $189M
  4. 12533
    Orvieto Partners, L.P.Boston, MA · 1 clientsPrivate fund adviser
    No custodian reported
    $189M
  5. 12534
    Nearside Advisors, LLCIndianapolis, IN · 113 clientsWealth manager
    Schwab 100%
    $189M
  6. 12535
    Siler Wealth ManagementLongwood, FL · 664 clientsWealth manager
    Schwab 100%
    $189M
  7. 12536
    Highroad Wealth Advisors, LLCCoos Bay, OR · 111 clientsWealth manager
    Altruist 100%
    $189M
  8. 12538
    Wright Wealth LLCAtlanta, GA · 242 clientsWealth manager
    Schwab 100%
    $188M
  9. 12539
    Wilshire Quinn Capital, Inc.San Diego, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $188M
  10. 12540
    Trailhead Planners, LLCEdina, MN · 151 clientsWealth manager
    Schwab 100%
    $188M
  11. 12541
    Bristlecone Value Partners, LLCLos Angeles, CA · 94 clientsWealth manager
    Schwab 75%Fidelity 25%
    $188M
  12. 12542
    Vine Capital Management, LLC168 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $188M
  13. 12543
    ColarionMountain Brook, AL · 96 clientsWealth manager
    Schwab 60%
    $188M
  14. 12544
    Timber Point Capital ManagementWhite Plains, NY · 3 clientsAsset manager
    Fidelity 100%
    $188M
  15. 12545
    Métier Capital, LLCAsset manager
    Fidelity 100%
    $188M
  16. 12546
    Cross State Financial Group LLCAlbuquerque, NM · 406 clientsWealth manager
    Schwab 100%
    $188M
  17. 12547
    Frank Financial AdvisorsCarlsbad, CA · 144 clientsWealth manager
    Schwab 100%
    $188M
  18. 12548
    Barnes Dennig Private Wealth Management, LLCCincinnati, OH · 198 clientsWealth manager
    Schwab 100%
    $188M
  19. 12549
    Financial Consultants Group IncCumming, GA · 245 clientsWealth manager
    Axos 100%
    $188M
  20. 12551
    KFG, LLCRapid City, SD · 101 clientsWealth manager
    Schwab 100%
    $188M
  21. 12552
    Heritage Financial Advisors, LLCWaterville, OH · 220 clientsWealth manager
    Schwab 100%
    $188M
  22. 12553
    Finsym Partners, LLC90 clientsWealth manager
    Schwab 100%
    $188M
  23. 12554
    Shadowfall Capital & Research LLPLondon, United Kingdom · 5 clientsPrivate fund adviser
    Goldman Sachs 96%
    $188M
  24. 12555
    The Westchester Group, LLC23 clientsAsset manager
    No custodian reported
    $188M
  25. 12556
    Hoffman, Alan N. Investment Management75 clientsWealth manager
    Schwab 100%
    $188M
  26. 12558
    Liftpoint Family Wealth Advisors, LLCFar Hills, NJ · 64 clientsWealth manager
    Fidelity 100%
    $188M
  27. 12559
    Lanx Management, LLCWhite Plains, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $188M
  28. 12562
    Wall Street Financial Group, Inc.Carlinville, IL · 425 clientsWealth manager
    Schwab 100%
    $188M
  29. 12563
    Colman Knight Advisory Group, LLCActon, MA · 127 clientsWealth manager
    Fidelity 100%
    $188M
  30. 12565
    Finarc Investments, Inc.Norwood, MA · 93 clientsWealth manager
    Schwab 98%
    $188M
  31. 12566
    Steele Street Private Wealth ManagementDenver, CO · 111 clientsWealth manager
    Schwab 100%
    $188M
  32. 12567
    Infiniti Wealth ManagementBrewster, NY · 171 clientsWealth manager
    Fidelity 100%
    $187M
  33. 12569
    Topturn Capital, LLCCarmel, CA · 106 clientsWealth manager
    Schwab 100%
    $187M
  34. 12570
    Journey Retirement Planning and Investment Management, LLCAmmon, ID · 637 clientsWealth manager
    Schwab 100%
    $187M
  35. 12572
    Comprehensive Financial ConsultantsCicero, IN · 392 clientsWealth manager
    Schwab 100%
    $187M
  36. 12573
    Harbor Asset Planning, Inc.99 clientsWealth manager
    Fidelity 100%
    $187M
  37. 12574
    Sun Mountain Partners, LLC15 clientsPrivate fund adviser
    No custodian reported
    $187M
  38. 12575
    Helmsman Financial Group, LLCWoodinville, WA · 98 clientsWealth manager
    Schwab 100%
    $187M
  39. 12576
    Ward & AssociatesSan Diego, CA · 55 clientsWealth manager
    No custodian reported
    $187M
  40. 12577
    Bancreek Capital Advisors, LLCSanta Monica, CA · 3 clientsAsset manager
    No custodian reported
    $187M

RIAs by state