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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. 12912
    Robert A. Zock & Co.,inc.Sutton, NH · 96 clientsWealth manager
    Fiduciary Trust 84%
    $175M
  2. 12913
    Power Asset Management LLCLos Angeles, CA · 35 clientsWealth manager
    Schwab 50%Northern Trust 39%
    $175M
  3. 12915
    Sippican Capital AdvisorsBoston, MA · 150 clientsWealth manager
    Fidelity 100%
    $175M
  4. 12916
    Reinova Capital Advisors LLCGreenwich, CT · 1 clientsPrivate fund adviser
    No custodian reported
    $175M
  5. 12917
    The Atlas Financial GroupMiami, FL · 71 clientsAsset manager
    Stonex Financial 100%
    $175M
  6. 12918
    Yoffe Investment Management, LLCLemoyne, PA · 13 clientsWealth manager
    Schwab 100%
    $175M
  7. 12919
    TNT Asset Management, LLCRound Rock, TX · 203 clientsWealth manager
    SEI 100%
    $175M
  8. 12921
    Newport Global Advisors L.P.The Woodlands, TX · 6 clientsPrivate fund adviser
    BNY 100%
    $175M
  9. 12922
    Meliora CapitalTulsa, OK · 103 clientsWealth manager
    Schwab 100%
    $175M
  10. 12923
    Sageoak Financial, LLCTulsa, OK · 263 clientsWealth manager
    Schwab 100%
    $175M
  11. 12924
    Guardian Wealth ManagementSalt Lake City, UT · 131 clientsWealth manager
    Schwab 53%Wells Fargo 47%
    $175M
  12. 12925
    Arrow Capital Management, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $175M
  13. 12926
    Teca Partners, LPAustin, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $175M
  14. 12927
    Providence Legacy Advisors LLC5 clientsAsset manager
    No custodian reported
    $175M
  15. 12928
    HMC Capital USNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $175M
  16. 12929
    Wall Street Investment Management, LLCAsset manager
    J.P. Morgan 39%Interactive Brokers 34%
    $175M
  17. 12930
    Capstone Investment Financial Group, LLCWebster, NY · 392 clientsWealth managerWrap sponsor
    Schwab 100%
    $175M
  18. 12931
    Stewardship Concepts Financial Services LLCSpokane, WA · 247 clientsWealth manager
    Schwab 95%
    $175M
  19. 12932
    Two Parks Capital LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $175M
  20. 12934
    A.G. Morgan Financial Advisors, LLCMassapequa, NY · 387 clientsWealth manager
    No custodian reported
    $175M
  21. 12935
    Sjhl Financial GroupMcPherson, KS · 385 clientsWealth manager
    Schwab 100%
    $175M
  22. 12936
    Wedgewood Asset Management, LLCRedondo Beach, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $175M
  23. 12937
    Family Legacy Financial Solutions, LLCCary, NC · 315 clientsWealth managerWrap sponsor
    Schwab 100%
    $175M
  24. 12939
    Port Street Investments, LLCNewport Beach, CA · 1 clientsAsset manager
    No custodian reported
    $174M
  25. 12940
    Davidov Wealth Group, LLCGarden City, NY · 363 clientsWealth manager
    Schwab 100%
    $174M
  26. 12941
    Viaquest Advisors LLCHouston, TX · 292 clientsWealth manager
    Schwab 100%
    $174M
  27. 12942
    Echelons Capital, LLCPark City, UT · 36 clientsWealth manager
    Schwab 100%
    $174M
  28. 12943
    Maqro Advisors LLCAustin, TX · 51 clientsWealth managerWrap sponsor
    Verabank 60%Digital Trust 30%
    $174M
  29. 12944
    QMP Management, LLCDallas, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $174M
  30. 12945
    ATX Financial Planning, LLCAustin, TX · 211 clientsWealth manager
    Schwab 100%
    $174M
  31. 12946
    Snow Peak Capital, LLCBroomfield, CO · 4 clientsPrivate fund adviser
    No custodian reported
    $174M
  32. 12948
    Provident Financial Planning, LLCAddison, TX · 72 clientsWealth manager
    Schwab 100%
    $174M
  33. 12949
    Rockhill Advisors LLCVictor, ID · 24 clientsWealth manager
    Schwab 100%
    $174M
  34. 12951
    Opal AdvisorsBellevue, WA · 185 clientsWealth manager
    Schwab 100%
    $174M
  35. 12952
    JMS Capital Group Wealth Services, LLCSewickley, PA · 419 clientsWealth manager
    Schwab 75%Empower Financial Services 22%
    $174M
  36. 12953
    FMA Wealth Management, LLCDuxbury, MA · 144 clientsWealth manager
    Schwab 100%
    $174M
  37. 12954
    Hanseatic Management Services IncAlbuquerque, NM · 216 clientsWealth manager
    Interactive Brokers 100%
    $174M
  38. 12956
    Chancellor Wealth Management, Inc.Atlanta, GA · 119 clientsWealth manager
    Schwab 100%
    $174M
  39. 12957
    Ivanoff Wealth Management Inc.Cypress, CA · 618 clientsWealth manager
    Schwab 100%
    $174M
  40. 12959
    Levatus LLCBoston, MA · 46 clientsWealth manager
    Schwab 100%
    $174M

RIAs by state