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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. 12861
    Prime Meridian Capital Management, LLCWalnut Creek, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $177M
  2. 12863
    Ladd Capital Management LLCNew Haven, CT · 72 clientsWealth manager
    Schwab 100%
    $177M
  3. 12864
    Bannerman WealthLewisville, TX · 163 clientsWealth manager
    Schwab 100%
    $177M
  4. 12865
    Highbury Park LLC15 clientsPrivate fund adviser
    No custodian reported
    $176M
  5. 12866
    Quantor Capital LLCHouston, TX · 18 clientsPrivate fund adviser
    ADM 55%Schwab 45%
    $176M
  6. 12868
    Collins Advisors, LLCBuffalo, NY · 581 clientsWealth manager
    Raymond James 100%
    $176M
  7. 12869
    Pointer Financial Advisors LLCColumbia, MD · 160 clientsWealth manager
    Schwab 100%
    $176M
  8. 12870
    Livelsberger Financial AdvisoryAshland, OH · 380 clientsWealth manager
    Schwab 100%
    $176M
  9. 12871
    Parable Wealth AdvisorsSt Augustine, FL · 94 clientsWealth manager
    Schwab 100%
    $176M
  10. 12872
    Nerad + Deppe Wealth ManagementLa Jolla, CA · 177 clientsWealth manager
    Fidelity 100%
    $176M
  11. 12873
    Collar Capital Management, LLCAppleton, WI · 125 clientsWealth manager
    Interactive Brokers 100%
    $176M
  12. 12875
    Avant Capital, LLCLafayette, LA · 339 clientsWealth manager
    Schwab 100%
    $176M
  13. 12876
    Summerhaven Investment Management, LLCStamford, CT · 1 clientsAsset manager
    Northern Trust 100%
    $176M
  14. 12877
    Kelsey Financial, LLCMoorpark, CA · 275 clientsWealth manager
    Schwab 100%
    $176M
  15. 12878
    McLaughlin Asset Management, Inc.Danville, IL · 111 clientsWealth manager
    Schwab 100%
    $176M
  16. 12879
    Nine Left Capital LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $176M
  17. 12880
    Mackay Financial Planning, LLCSpringfield, MO · 71 clientsWealth manager
    Altruist 77%Vanguard 23%
    $176M
  18. 12882
    Sovereign Asset ManagementAmherst, NY · 350 clientsWealth manager
    Fidelity 100%
    $176M
  19. 12883
    Philadelphia Investment Partners, LLCVoorhees, NJ · 145 clientsWealth manager
    Interactive Brokers 72%
    $176M
  20. 12884
    Together PlanningGainesville, FL · 187 clientsWealth manager
    Schwab 100%
    $176M
  21. 12885
    Comprehensive Financial Planning IncOklahoma City, OK · 100 clientsWealth manager
    Schwab 100%
    $176M
  22. 12886
    Fellowship Financial GroupMaitland, FL · 492 clientsWealth manager
    Schwab 100%
    $176M
  23. 12887
    Planvest Financial, Inc.Gaithersburg, MD · 309 clientsWealth managerWrap sponsor
    Schwab 100%
    $176M
  24. 12889
    Routeburn Capital2 clientsPrivate fund adviser
    No custodian reported
    $176M
  25. 12890
    Toptier Wealth Management105 clientsWealth manager
    Schwab 100%
    $176M
  26. 12891
    Preserver PartnersMemphis, TN · 1 clientsPrivate fund adviser
    Interactive Brokers 100%
    $176M
  27. 12892
    Catchlight Capital Management LLC5 clientsPrivate fund adviser
    No custodian reported
    $176M
  28. 12893
    Profusion Private WealthSt. Louis, MO · 78 clientsWealth manager
    Schwab 100%
    $176M
  29. 12894
    Macke Financial Advisory GroupFort Myers, FL · 130 clientsWealth manager
    Altruist 100%
    $176M
  30. 12895
    Fiduciary Financial Planning NetworkOnalaska, WI · 333 clientsWealth manager
    Schwab 100%
    $176M
  31. 12896
    Downing Street Wealth Management LLCGreenwood Village, CO · 150 clientsWealth manager
    Schwab 70%
    $176M
  32. 12897
    Light Financial Services, Inc.Fargo, ND · 622 clientsWealth manager
    Schwab 82%
    $176M
  33. 12899
    TLW Wealth Management, LLC118 clientsWealth manager
    Schwab 100%
    $175M
  34. 12900
    Three Bridges Capital, LPMonmouth Beach, NJ · 3 clientsPrivate fund adviser
    No custodian reported
    $175M
  35. 12901
    Feenix Venture Partners, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $175M
  36. 12904
    Appalachian Capital ManagementSt. Clairsville, OH · 358 clientsWealth manager
    Schwab 100%
    $175M
  37. 12906
    Gould Capital, LLCTacoma, WA · 156 clientsWealth manager
    Schwab 100%
    $175M
  38. 12907
    Greenleaf Financial GroupCarmel, IN · 123 clientsWealth manager
    No custodian reported
    $175M
  39. 12908
    WPA Family Office, LLCDallas, TX · 21 clientsWealth manager
    Schwab 100%
    $175M
  40. 12910
    Wayve Capital Management, LLC12 clientsPrivate fund adviser
    No custodian reported
    $175M

RIAs by state