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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. 13005
    Aeternitas Investment Management, LLCYardley, PA · 66 clientsWealth manager
    Fidelity 100%
    $173M
  2. 13006
    Vizcaya Capital Partners LLCMiami, FL · 27 clientsPrivate fund adviser
    No custodian reported
    $172M
  3. 13007
    Vannoy Advisory Group, Inc.Austin, TX · 54 clientsWealth manager
    Schwab 100%
    $172M
  4. 13008
    White Sand Wealth ManagementLiberty, MO · 197 clientsWealth manager
    Schwab 100%
    $172M
  5. 13009
    Argent Wealth Management, Inc.Round Rock, TX · 72 clientsWealth manager
    Schwab 100%
    $172M
  6. 13010
    Cook Financial Designs, Inc.Virginia Beach, VA · 195 clientsWealth manager
    Schwab 100%
    $172M
  7. 13011
    Wealthguard Advisors, Inc.Placerville, CA · 397 clientsWealth manager
    Schwab 100%
    $172M
  8. 13013
    Prosperity Road, LLCSanta Ana, CA · 69 clientsWealth manager
    Schwab 100%
    $172M
  9. 13014
    Larsen Wealth ManagementEl Dorado Hills, CA · 124 clientsWealth manager
    Schwab 100%
    $172M
  10. 13015
    Nexwealth LLCPalm Beach Gardens, FL · 172 clientsWealth manager
    Fidelity 100%
    $172M
  11. 13016
    Steinberg Asset Management, LLCNew York, NY · 30 clientsWealth manager
    Pershing 100%
    $172M
  12. 13017
    Meta Wealth AdvisoryTimonium, MD · 81 clientsWealth manager
    Fidelity 100%
    $172M
  13. 13018
    Investor Advisory GroupCharlotte, NC · 184 clientsWealth manager
    Schwab 98%
    $172M
  14. 13019
    McIntyre, Freedman & Flynn Investment Advisers, Inc.Orleans, MA · 69 clientsWealth manager
    Schwab 100%
    $172M
  15. 13020
    Ascent Capital Partners, LLCScottsdale, AZ · 69 clientsPrivate fund adviser
    Schwab 100%
    $172M
  16. 13021
    Clayton Partners LLCBerkeley, CA · 56 clientsWealth manager
    Schwab 72%J.P. Morgan 28%
    $172M
  17. 13022
    Rioblanco Capital LLCSan Juan, PR · 16 clientsPrivate fund adviser
    No custodian reported
    $172M
  18. 13023
    Nightview Capital, LLCClearwater, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $172M
  19. 13024
    Pinnacle Portfolio Advisors42 clientsWealth manager
    Schwab 100%
    $172M
  20. 13025
    Financial Solutions AssociatesDedham, MA · 270 clientsWealth manager
    Schwab 100%
    $172M
  21. 13026
    Chesapeake Capital CorporationTampa, FL · 3 clientsAsset manager
    CIBC Bank USA 100%
    $172M
  22. 13027
    Opulen Financial Group, LLCArlington, VA · 172 clientsWealth managerWrap sponsor
    Schwab 100%
    $172M
  23. 13029
    Triangle Investment Management, LLCNew York, NY · 3 clientsPrivate fund adviser
    U.S. Bank 100%
    $172M
  24. 13030
    Evolution Wealth Management Inc.Fort Myers, FL · 294 clientsWealth managerWrap sponsor
    Schwab 100%
    $172M
  25. 13031
    Ellerbrock-Norris Wealth Strategies LLCOmaha, NE · 85 clientsWealth manager
    Schwab 100%
    $172M
  26. 13032
    Crawford Financial Planning & ConsultingModesto, CA · 140 clientsWealth manager
    Schwab 100%
    $172M
  27. 13033
    Cavu Wealth Advisors, LLCWalnut Creek, CA · 81 clientsWealth manager
    Schwab 100%
    $172M
  28. 13034
    Scottsdale Wealth Planning, Inc.Scottsdale, AZ · 79 clientsWealth manager
    Schwab 99%
    $172M
  29. 13035
    Voyage Wealth Management, LLC49 clientsWealth manager
    Schwab 100%
    $172M
  30. 13036
    Ridgeback Capital ManagementBellaire, TX · 113 clientsWealth manager
    No custodian reported
    $171M
  31. 13037
    White HAT Capital Partners LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $171M
  32. 13038
    Prophet Equity Management II LLCSouthlake, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $171M
  33. 13039
    Kennon-Green & Co.New Albany, OH · 90 clientsWealth manager
    Schwab 100%
    $171M
  34. 13040
    Assabet Advisors, LLCHolden, MA · 77 clientsWealth manager
    Fidelity 100%
    $171M
  35. 13041
    Granada Wealth Management, LLCDavidson, NC · 76 clientsWealth manager
    Schwab 100%
    $171M
  36. 13042
    Hoover Private Wealth, LLCRoyal Oak, MI · 222 clientsAsset manager
    Fidelity Distributors Company 100%
    $171M
  37. 13043
    TAM Financial Advisors, LLC92 clientsWealth manager
    Schwab 100%
    $171M
  38. 13044
    Genesis Financial Group, LLCParamus, NJ · 73 clientsWealth manager
    Schwab 100%
    $171M
  39. 13045
    R.J. Cloud Advisors & CompanyBixby, OK · 160 clientsWealth manager
    Schwab 100%
    $171M
  40. 13046
    Intentional Wealth StrategiesColorado Springs, CO · 161 clientsWealth manager
    Raymond James 100%
    $171M

RIAs by state