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IN Vanderbilt Securities 'discharges' Philly area advisor facing excessive trading claimsWM Carson Group Adds $1.6B Team, Boosting Atlanta PresenceIN Carson Group adds $1.6B Marietta Wealth Management in Atlanta pushWM Hightower Signature Wealth Rolls in $9B Practice with 10-Person Investment TeamIN Mesirow names CIBC Bank USA chief Shawn Beber as its next CEOFP RIA Leaders 2026: The custody fee conundrumFP RIA Leaders 2026: Download FP's list of the 150 largest fee-only RIAsIN Hightower Signature Wealth tops $50B with $9B Altium additionIN The Fed paused. Stocks stalled. Underneath, everything moved.WT Rent the Platform, Keep the Relationship: How RIAs Can Add Trust Services Without Building a Trust Department
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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. 12579
    SeafWashington, DC · 10 clientsPrivate fund adviser
    No custodian reported
    $187M
  2. 12580
    City Center Advisors, LLCTroy, MI · 439 clientsWealth manager
    Schwab 100%
    $187M
  3. 12581
    Erisa Advisers, Inc.Brentwood, TN · 136 clientsAsset manager
    Schwab 100%
    $187M
  4. 12582
    Fjell CapitalFargo, ND · 205 clientsWealth manager
    Schwab 100%
    $187M
  5. 12584
    Blue Door Asset Management, LLCStamford, CT · 4 clientsPrivate fund adviser
    No custodian reported
    $187M
  6. 12585
    Eliot Finkel Investment Counsel, LLCBeverly Hills, CA · 73 clientsWealth manager
    Schwab 100%
    $187M
  7. 12586
    Alpha Omega Financial87 clientsWealth manager
    Schwab 100%
    $187M
  8. 12587
    Dutch Asset CorporationSelkirk, NY · 228 clientsWealth manager
    Interactive Brokers 100%
    $187M
  9. 12588
    Picea Capital LLCMiami, FL · 15 clientsWealth manager
    J.P. Morgan 46%Citi 46%
    $187M
  10. 12589
    Wealth Management of the Bluegrass, LLC.Lexington, KY · 159 clientsWealth manager
    Schwab 100%
    $187M
  11. 12591
    365 Wealth Management GroupMason, OH · 560 clientsWealth managerWrap sponsor
    Schwab 100%
    $187M
  12. 12592
    Sloy Dahl & Holst Holdings, IncVancouver, WA · 1 clientsPrivate fund adviser
    No custodian reported
    $187M
  13. 12593
    Specialized Retirement Consultants LLC5 clientsAsset manager
    No custodian reported
    $187M
  14. 12595
    Alvin Clay Financial Advisors, LLCJenkintown, PA · 178 clientsWealth manager
    SEI 82%
    $187M
  15. 12596
    Arcwood Financial, LLCPhoenix, AZ · 33 clientsAsset manager
    Fidelity Trust 100%
    $187M
  16. 12597
    Block Wealth Management, Inc80 clientsWealth manager
    Schwab 82%
    $186M
  17. 12599
    Retirement Advisors, LLCDallas, TX · 69 clientsAsset manager
    No custodian reported
    $186M
  18. 12600
    Eliot Rose Wealth Management, LLCProvidence, RI · 141 clientsWealth manager
    Schwab 100%
    $186M
  19. 12601
    CEF Advisors94 clientsWealth manager
    Schwab 100%
    $186M
  20. 12602
    Winthrop Partners - WNY, LLCOrchard, NY · 302 clientsWealth manager
    Raymond James 100%
    $186M
  21. 12606
    Merited Wealth, LLCNorth Bay Village, FL · 186 clientsWealth manager
    Fidelity 83%
    $186M
  22. 12607
    Eagle Investment AdvisorsDowningtown, PA · 132 clientsWealth manager
    Raymond James 100%
    $186M
  23. 12608
    Total Wealth Services, LLCWestlake Village, CA · 162 clientsWealth manager
    Schwab 100%
    $186M
  24. 12609
    Gibson Wealth Advisors, LLC193 clientsWealth manager
    Schwab 100%
    $186M
  25. 12610
    Vigil Wealth Management, LLCPonte Vedra Beach, FL · 176 clientsWealth managerWrap sponsor
    Schwab 100%
    $186M
  26. 12612
    Hillspring Financial, Inc.Surprise, AZ · 270 clientsWealth manager
    Schwab 100%
    $186M
  27. 12613
    Schrum Private Wealth Management, LLCSaint Augustine, FL · 173 clientsWealth manager
    Schwab 78%Fidelity 22%
    $186M
  28. 12614
    Retirement Financial Group, LLCBeaumont, TX · 440 clientsWealth manager
    Fidelity Distributors Company 100%
    $186M
  29. 12615
    Hudson Portfolio Management LLCGarrison, NY · 83 clientsWealth manager
    Schwab 100%
    $186M
  30. 12616
    Oak Capital Advisors58 clientsWealth manager
    No custodian reported
    $186M
  31. 12617
    The Kocen Financial Group, Inc.Rancho Mirage, CA · 222 clientsWealth manager
    Schwab 51%SEI 49%
    $186M
  32. 12618
    Lifetime Wealth Management, LLC156 clientsWealth manager
    Schwab 100%
    $186M
  33. 12619
    Liberty Atlantic AdvisorsFlorence, Italy · 137 clientsWealth manager
    Schwab 100%
    $186M
  34. 12621
    S.F. Ehrlich Associates, Inc.Cranford, NJ · 117 clientsWealth manager
    Schwab 100%
    $186M
  35. 12622
    Ash Investment Partners, LLCAtlanta, GA · 1 clientsPrivate fund adviser
    No custodian reported
    $186M
  36. 12623
    Doheny Asset Management, L.L.C.Los Angeles, CA · 48 clientsWealth manager
    Schwab 66%Citi 24%
    $186M
  37. 12624
    First Mason Financial, LLCMedina, OH · 383 clientsWealth manager
    Fidelity Distributors Company 99%
    $186M
  38. 12625
    Seven Six Capital Management, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $186M
  39. 12626
    Larson Financial Planning Inc.131 clientsWealth manager
    Schwab 100%
    $186M
  40. 12627
    Delos Private Client Group, LLCDallas, TX · 95 clientsWealth managerBank-affiliated
    Schwab 100%
    $186M

RIAs by state