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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. 13277
    Marquee Capital AdvisorsChicago, IL · 5 clientsPrivate fund adviser
    No custodian reported
    $163M
  2. 13279
    MCS Family Wealth Advisors65 clientsWealth manager
    Schwab 100%
    $163M
  3. 13280
    Lewinter Wealth Advisors, LLC85 clientsWealth manager
    Schwab 100%
    $163M
  4. 13282
    Dedicated Capital Advisors, LLCSan Francisco, CA · 73 clientsWealth manager
    Schwab 53%Fidelity 47%
    $162M
  5. 13284
    Bestgate Wealth Advisors, LLCFrederick, MD · 118 clientsWealth manager
    Schwab 100%
    $162M
  6. 13285
    F.I.G. Financial Advisory Services, Inc.Oklahoma City, OK · 242 clientsWealth manager
    Axos 100%
    $162M
  7. 13286
    Tessara WealthBurlingame, CA · 143 clientsWealth manager
    Betterment 72%Schwab 28%
    $162M
  8. 13287
    Joss Brown Wealth AdvisorsWilliamsburg, VA · 129 clientsWealth manager
    Fidelity 60%Schwab 40%
    $162M
  9. 13288
    Dyche, Riley, & Selman Wealth ManagementFayetteville, GA · 165 clientsWealth manager
    Schwab 56%Pershing 42%
    $162M
  10. 13289
    Maple Park CapitalDallas, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $162M
  11. 13291
    Freedom Family Office, LLC130 clientsWealth manager
    LPL Financial 100%
    $162M
  12. 13292
    Wolfstich Capital, LLCMedfield, MA · 80 clientsWealth manager
    Schwab 100%
    $162M
  13. 13293
    Shepherd Wealth ManagementCincinnati, OH · 430 clientsWealth manager
    Schwab 100%
    $162M
  14. 13294
    Gutt Financial Management, LLCAtlanta, GA · 49 clientsWealth manager
    No custodian reported
    $162M
  15. 13295
    Peak American Investment Advisors, Inc.Plano, TX · 329 clientsWealth manager
    Schwab 100%
    $162M
  16. 13296
    RPR FinancialOverland Park, KS · 259 clientsWealth manager
    Schwab 100%
    $162M
  17. 13299
    Arbor Investment ManagementAnn Arbor, MI · 96 clientsWealth manager
    Schwab 100%
    $162M
  18. 13300
    Ironoak WealthCedar Park, TX · 332 clientsWealth manager
    Schwab 99%
    $162M
  19. 13301
    Corkern & Co., Inc.Little Rock, AR · 85 clientsWealth manager
    No custodian reported
    $162M
  20. 13303
    GadsdenNewtown Square, PA · 1 clientsAsset manager
    No custodian reported
    $162M
  21. 13304
    Fell Capital ManagementNewport Beach, CA · 73 clientsWealth manager
    Pershing 100%
    $162M
  22. 13305
    Honu Wealth Management92 clientsWealth manager
    Schwab 100%
    $162M
  23. 13307
    Lynnleigh & Company, LLCPittsford, NY · 288 clientsWealth manager
    Schwab 100%
    $162M
  24. 13308
    Pincus Capital Management, LPNew York, NY · 17 clientsWealth manager
    J.P. Morgan 84%
    $162M
  25. 13310
    Blom & Howell Financial Planning, Inc.Modesto, CA · 423 clientsWealth managerWrap sponsor
    Schwab 100%
    $161M
  26. 13311
    Prakash Investment Advisors LLC85 clientsWealth manager
    Schwab 100%
    $161M
  27. 13312
    Farnam FinancialPhoenix, AZ · 81 clientsWealth managerWrap sponsor
    Schwab 100%
    $161M
  28. 13313
    Elite Wealth Management, Inc.Plover, WI · 871 clientsWealth manager
    Schwab 77%Altruist 23%
    $161M
  29. 13314
    Clearpath Capital Partners LLCMenlo Park, CA · 61 clientsWealth manager
    Schwab 100%
    $161M
  30. 13315
    Laguna Wealth Advisors, LLC299 clientsWealth manager
    Schwab 100%
    $161M
  31. 13316
    TFS Advisors, LLCEdmonds, WA · 151 clientsWealth manager
    Schwab 68%Pershing 32%
    $161M
  32. 13317
    Sieben Wealth Planning LLC86 clientsWealth manager
    Fidelity 100%
    $161M
  33. 13318
    Barnett Capital Advisors LLCMiami, FL · 248 clientsWealth managerBank-affiliated
    Schwab 86%
    $161M
  34. 13319
    Newground Social InvestmentSeattle, WA · 120 clientsWealth manager
    Schwab 100%
    $161M
  35. 13320
    Williams Wealth Management Group, Inc.Bradenton, FL · 475 clientsWealth manager
    Schwab 100%
    $161M
  36. 13321
    Broadwater Capital Management LLCBoston, MA · 36 clientsWealth manager
    Fidelity 100%
    $161M
  37. 13322
    Capria Ventures LLCSeattle, WA · 14 clientsPrivate fund adviser
    No custodian reported
    $161M
  38. 13323
    Thistle Creek Capital, LLCLehi, UT · 1 clientsPrivate fund adviser
    No custodian reported
    $161M
  39. 13324
    Lauer Wealth ManagementValparaiso, IN · 404 clientsWealth manager
    Schwab 80%
    $161M
  40. 13325
    Eagle Harbor Asset Management, Inc.203 clientsWealth manager
    Schwab 89%
    $161M

RIAs by state