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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. 13091
    Turnstone FinancialTroy, OH · 113 clientsWealth manager
    National Advisors Trust 100%
    $170M
  2. 13093
    Titanium Advisors, LLCFranklin, MA · 48 clientsWealth manager
    Schwab 100%
    $170M
  3. 13094
    The ChartistLong Beach, CA · 426 clientsWealth manager
    No custodian reported
    $170M
  4. 13095
    Pathmont Investment ManagementSeattle, WA · 28 clientsWealth manager
    Schwab 100%
    $170M
  5. 13096
    Family CFO, LLC46 clientsWealth manager
    No custodian reported
    $170M
  6. 13097
    Leatherback Investments LLCLakewood, NJ · 12 clientsAsset manager
    Schwab 100%
    $170M
  7. 13098
    Ddelta Real Estate InvestmentsAustin, TX · 8 clientsPrivate fund adviser
    No custodian reported
    $170M
  8. 13099
    Delos Capital Management, LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $170M
  9. 13100
    Stonekeep Investments, LLC114 clientsWealth manager
    Schwab 91%
    $170M
  10. 13101
    Kensington Financial Group, Inc.Winston-Salem, NC · 763 clientsWealth manager
    Interactive Brokers 100%
    $170M
  11. 13102
    Avise FinancialLos Angeles, CA · 170 clientsWealth manager
    Schwab 69%Altruist 31%
    $169M
  12. 13103
    Cedar Spring Advisors, LLC285 clientsWealth manager
    Schwab 100%
    $169M
  13. 13104
    Clara Vista Management Company LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $169M
  14. 13105
    Silva Capital Management LLCChicago, IL · 3 clientsAsset manager
    No custodian reported
    $169M
  15. 13106
    Altus Capital Partners, Inc.Wilton, CT · 5 clientsPrivate fund adviser
    No custodian reported
    $169M
  16. 13107
    Vilga Financial Planning LLC19 clientsWealth manager
    Schwab 100%
    $169M
  17. 13108
    Ark Royal Wealth Management LLCRaleigh, NC · 121 clientsWealth manager
    Schwab 100%
    $169M
  18. 13109
    Financial Justus70 clientsWealth manager
    Schwab 100%
    $169M
  19. 13110
    Private Harbour Investment Management & Counsel LLC.141 clientsWealth manager
    U. S. Bank 67%Schwab 33%
    $169M
  20. 13111
    Life Planning Advisors LLCBigfork, MT · 979 clientsWealth manager
    Schwab 100%
    $169M
  21. 13112
    Planwiser FinancialColorado Springs, CO · 224 clientsWealth manager
    Schwab 100%
    $169M
  22. 13113
    Family Legacy PlanningBentonville, AR · 341 clientsWealth manager
    Fidelity 81%
    $169M
  23. 13114
    North Star Wealth Management76 clientsWealth manager
    Schwab 100%
    $169M
  24. 13115
    McCarley & Cook Financial PlannersCincinnati, OH · 169 clientsWealth manager
    Schwab 100%
    $169M
  25. 13116
    Checketts Partners Investment Management, LLC3 clientsPrivate fund adviser
    No custodian reported
    $169M
  26. 13117
    Path Capital Partners, LLCNorth Miami Beach, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $169M
  27. 13118
    Gladwyn Financial Advisors, Inc.98 clientsWealth manager
    Fidelity 100%
    $169M
  28. 13119
    Rigden Capital StrategiesEnglewood, CO · 334 clientsWealth manager
    Schwab 75%
    $169M
  29. 13120
    OBP CapitalRocky Mount, NC · 5 clientsAsset manager
    No custodian reported
    $169M
  30. 13121
    Zinnia Wealth Advisory, LLCOcala, FL · 512 clientsWealth manager
    Fidelity Distributors Company 100%
    $169M
  31. 13122
    Town CapitalBel Air, MD · 156 clientsWealth manager
    Schwab 100%
    $169M
  32. 13123
    Baleen Capital Management LLCLas Vegas, NV · 3 clientsPrivate fund adviser
    No custodian reported
    $169M
  33. 13124
    Staines Financial, LLCRoseville, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $169M
  34. 13125
    Michael J. Porro & Co. Financial Advisors, Inc.Old Tappan, NJ · 214 clientsWealth manager
    Schwab 100%
    $169M
  35. 13126
    Meyer Gates Financial Advisors, IncWest Chester, OH · 177 clientsWealth manager
    Fidelity 78%
    $169M
  36. 13127
    F5 Financial Planning, L.L.C.128 clientsWealth manager
    Altruist 77%Byallaccounts 23%
    $169M
  37. 13128
    Overlay Management, LLCAlpharetta, GA · 41 clientsPrivate fund adviser
    No custodian reported
    $169M
  38. 13129
    Hyco River Investments, Incorporated1 clientsAsset manager
    Schwab 100%
    $169M
  39. 13130
    Lifepoint PlanningSchaumburg, IL · 110 clientsWealth manager
    Schwab 100%
    $168M
  40. 13131
    South Cove Financial, LLC208 clientsWealth manager
    Schwab 100%
    $168M

RIAs by state