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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. 13230
    Financially Speaking IncGreenwood Village, CO · 295 clientsWealth manager
    No custodian reported
    $165M
  2. 13231
    Wilkinson Wealth Management, LLCTucson, AZ · 216 clientsWealth manager
    Schwab 100%
    $165M
  3. 13232
    The Keystone Financial Alliance, LLCAtlanta, GA · 119 clientsWealth manager
    Schwab 100%
    $165M
  4. 13233
    SLO Money ManagersAtascadero, CA · 148 clientsWealth manager
    Schwab 88%
    $165M
  5. 13234
    Womack Financial LLCDallas, TX · 141 clientsWealth manager
    Schwab 100%
    $165M
  6. 13235
    Shima Capital Management LLCIrvine, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $165M
  7. 13236
    Woodlock House Family Capital1 clientsPrivate fund adviser
    No custodian reported
    $165M
  8. 13237
    Bridgeway Wealth Management, LLCCedar Rapids, IA · 256 clientsWealth managerWrap sponsor
    Raymond James 100%
    $165M
  9. 13239
    Sage Investment CounselFranklin, TN · 79 clientsWealth manager
    Schwab 100%
    $165M
  10. 13240
    Black Barn Financial, LLCAustin, TX · 154 clientsWealth manager
    Schwab 98%
    $165M
  11. 13242
    Pollock Planning Associates Inc66 clientsWealth manager
    Schwab 100%
    $165M
  12. 13244
    Floyd Financial Group LLCSpringfield, MO · 689 clientsWealth manager
    Schwab 100%
    $164M
  13. 13245
    RDM Capital Associates IncRed Bank, NJ · 127 clientsWealth manager
    Pershing 100%
    $164M
  14. 13246
    Naples Money Management LLCNaples, FL · 184 clientsWealth manager
    Fidelity 79%
    $164M
  15. 13247
    Nobscot Investment Management LLCWellesley, MA · 10 clientsWealth manager
    Fidelity 100%
    $164M
  16. 13248
    Lexington Avenue Capital Management, LLC74 clientsAsset manager
    Schwab 100%
    $164M
  17. 13249
    Perea CapitalHouston, TX · 25 clientsPrivate fund adviser
    No custodian reported
    $164M
  18. 13250
    Eagle Wealth Advisors101 clientsWealth manager
    No custodian reported
    $164M
  19. 13251
    Vericimetry Advisors LLC1 clientsAsset manager
    No custodian reported
    $164M
  20. 13253
    EHB Financial Resources Managemnt, Inc.Exton, PA · 90 clientsWealth manager
    Schwab 100%
    $164M
  21. 13254
    ACT Capital Management, LLCWayne, PA · 16 clientsPrivate fund adviser
    Vanguard 87%
    $164M
  22. 13255
    McKinley Money, LLCEau-Claire, WI · 162 clientsWealth managerWrap sponsor
    Schwab 100%
    $164M
  23. 13256
    River Raisin Investment Partners, Inc.Monroe, MI · 574 clientsWealth manager
    Schwab 100%
    $164M
  24. 13257
    Curtis Financial Planning76 clientsWealth manager
    Schwab 100%
    $164M
  25. 13259
    Capital IP Investment Partners LP18 clientsAsset manager
    Inspira Financial Trust 100%
    $163M
  26. 13260
    The Carroll Group, Inc.8 clientsWealth manager
    No custodian reported
    $163M
  27. 13261
    Risley Capital Management LLCEllisville, MO · 160 clientsWealth manager
    Schwab 100%
    $163M
  28. 13262
    Foundry Wealth Advisors, LLCBaltimore, MD · 66 clientsWealth manager
    Schwab 100%
    $163M
  29. 13263
    Bell City Wealth, Inc.Hillsboro, OH · 347 clientsWealth manager
    Raymond James 100%
    $163M
  30. 13264
    Nihon Global Growth Partners Management, Inc.New York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $163M
  31. 13265
    Integrity Wealth Management, Inc.Spokane, WA · 169 clientsWealth manager
    Fidelity 71%Schwab 29%
    $163M
  32. 13267
    Libertas Wealth Management Group, Inc.Columbus, OH · 319 clientsWealth managerWrap sponsor
    Schwab 100%
    $163M
  33. 13268
    Collie Financial Planning, Inc.Black Mountain, NC · 243 clientsWealth manager
    Altruist 65%Schwab 35%
    $163M
  34. 13269
    Decamilla Capital Management LLCSacramento, CA · 155 clientsWealth manager
    Schwab 100%
    $163M
  35. 13271
    Private Wealth Management of North Carolina LLCHenderson, NC · 269 clientsWealth managerWrap sponsor
    Schwab 100%
    $163M
  36. 13272
    Five Eleven PartnersGarden City, NY · 5 clientsWealth manager
    Fidelity 100%
    $163M
  37. 13273
    Main Advisory, Inc.Canonsburg, PA · 214 clientsWealth manager
    Fidelity 54%Axos 46%
    $163M
  38. 13274
    1207 Capital Group, LLCJuneau, AK · 4 clientsPrivate fund adviser
    No custodian reported
    $163M
  39. 13275
    Westrock Asset Management, LLCLittle Rock, AR · 4 clientsPrivate fund adviser
    No custodian reported
    $163M
  40. 13276
    Sagace Wealth ManagementSt. Petersburg, FL · 80 clientsWealth manager
    Schwab 100%
    $163M

RIAs by state