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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. 13132
    Stewardship CapitalIndependence, MO · 392 clientsWealth manager
    Schwab 71%Fidelity 29%
    $168M
  2. 13134
    Boyd CapitalRochester, NY · 281 clientsWealth managerWrap sponsor
    No custodian reported
    $168M
  3. 13135
    Wallick Investments, LLCColumbia, SC · 304 clientsWealth manager
    Goldman Sachs 74%Schwab 26%
    $168M
  4. 13136
    Somnio Financial Group, LLCGlastonbury, CT · 103 clientsWealth manager
    Schwab 100%
    $168M
  5. 13139
    Arnold and Mote Wealth ManagementHiawatha, IA · 133 clientsWealth manager
    Schwab 100%
    $168M
  6. 13140
    Stonehaven Wealth & Tax SolutionsAppleton, WI · 310 clientsWealth managerWrap sponsor
    SEI 100%
    $168M
  7. 13141
    Novadius Wealth ManagementOverland Park, KS · 270 clientsWealth manager
    Schwab 100%
    $168M
  8. 13143
    Soryn IP Capital ManagementMillburn, NJ · 7 clientsPrivate fund adviser
    No custodian reported
    $168M
  9. 13144
    Dipaolo Financial Group, Inc.Lutz, FL · 408 clientsWealth manager
    Schwab 100%
    $168M
  10. 13145
    North Forty Two & Co.Lake Oswego, OR · 74 clientsWealth manager
    Schwab 100%
    $168M
  11. 13146
    Lloyd Park, LLC97 clientsWealth manager
    Schwab 89%
    $168M
  12. 13147
    Lilliano Capital Management LLCPhoenix, AZ · 409 clientsWealth manager
    Schwab 99%
    $168M
  13. 13148
    Hawkins Investment Counsel, LLC98 clientsWealth manager
    Schwab 98%
    $168M
  14. 13149
    ECP Investment Advisors LLCDallas, TX · 13 clientsPrivate fund adviser
    No custodian reported
    $168M
  15. 13150
    Financial ZenSan Francisco, CA · 107 clientsWealth manager
    Schwab 100%
    $168M
  16. 13151
    Illuminate Wealth ManagementBarrington, IL · 77 clientsWealth manager
    Schwab 59%Fidelity 41%
    $168M
  17. 13153
    Dartmouth Capital Advisors, Inc.15 clientsWealth manager
    No custodian reported
    $168M
  18. 13154
    Norland Capital LP6 clientsPrivate fund adviser
    No custodian reported
    $168M
  19. 13155
    917 Advisory Services LLCSpokane, WA · 195 clientsWealth manager
    LPL Financial 100%
    $168M
  20. 13156
    Gambit Capital Management, LLC107 clientsWealth manager
    Schwab 100%
    $167M
  21. 13157
    Hanke & Apolonio Wealth Advisors LLCSan Francisco, CA · 99 clientsWealth manager
    Schwab 100%
    $167M
  22. 13158
    Blanche Park CapitalMiami, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $167M
  23. 13159
    Randall & Associates Wealth ManagementButler, PA · 166 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $167M
  24. 13160
    South Texas Capital Advisors, LLCNew Braunfels, TX · 27 clientsWealth managerWrap sponsor
    Schwab 100%
    $167M
  25. 13161
    Wingman Growth PartnersGreenwich, CT · 1 clientsPrivate fund adviser
    No custodian reported
    $167M
  26. 13162
    Great Path PlanningGoshen, NY · 66 clientsWealth manager
    Schwab 100%
    $167M
  27. 13163
    The Monitor Group, Inc.Martinez, GA · 174 clientsWealth manager
    Schwab 100%
    $167M
  28. 13164
    Safe Harbor Wealth Advisors, LLCDublin, OH · 465 clientsWealth manager
    Schwab 100%
    $167M
  29. 13165
    Expect Equity LLCPikesville, MD · 6 clientsPrivate fund adviser
    No custodian reported
    $167M
  30. 13166
    Catalyst Wealth Advisors LLCNewport Beach, CA · 31 clientsWealth manager
    Schwab 100%
    $167M
  31. 13167
    Armory Capital Management, LLCSyracuse, NY · 95 clientsWealth manager
    Schwab 100%
    $167M
  32. 13168
    TRG Investment Advisors, LLCDenver, CO · 241 clientsWealth managerWrap sponsor
    Raymond James 100%
    $167M
  33. 13169
    Schlindwein Associates LLCDallas, TX · 122 clientsWealth manager
    No custodian reported
    $167M
  34. 13170
    Perissos Private Wealth ManagementBethany, OK · 264 clientsWealth manager
    Schwab 100%
    $167M
  35. 13171
    Old Vine Capital52 clientsWealth manager
    Schwab 100%
    $167M
  36. 13172
    Boyer Financial Services, Inc.Newport Beach, CA · 226 clientsWealth manager
    Schwab 0%
    $167M
  37. 13173
    Greenbelt Investment Advisors, LLCRound Rock, TX · 156 clientsWealth managerWrap sponsor
    Schwab 100%
    $167M
  38. 13174
    MAY Capital Management144 clientsWealth manager
    No custodian reported
    $167M
  39. 13175
    SAS Financial Advisors, LLC.San Francisco, CA · 162 clientsWealth manager
    Schwab 100%
    $167M
  40. 13176
    Cornerstone Financial Management LLCBurlington, MA · 108 clientsWealth manager
    Fidelity 100%
    $167M

RIAs by state