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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. 13326
    Medicus Wealth Planning, Inc.Draper, UT · 196 clientsWealth manager
    Fidelity 100%
    $161M
  2. 13327
    Egis Capital Partners LPSummit, NJ · 5 clientsPrivate fund adviser
    No custodian reported
    $161M
  3. 13328
    Glaxis Capital Management, LLCSarasota, FL · 6 clientsPrivate fund adviser
    Schwab 100%
    $161M
  4. 13329
    Going Cpas & Wealth Advisors, LLPOpelousas, LA · 324 clientsWealth manager
    Schwab 100%
    $161M
  5. 13330
    Cywp FundBoca Raton, FL · 13 clientsPrivate fund adviser
    No custodian reported
    $161M
  6. 13331
    Research & Portfolio ManagementCrescent Springs, KY · 259 clientsWealth manager
    Raymond James 100%
    $161M
  7. 13332
    Have RIA, Inc.Providence, RIAsset manager
    No custodian reported
    $161M
  8. 13333
    Steward Advisors, LLCChicago, IL · 109 clientsWealth manager
    Schwab 100%
    $161M
  9. 13334
    ZendamentalsChicago, IL · 424 clientsWealth manager
    Altruist 100%
    $161M
  10. 13335
    Martinwright Advisory, LLCAtlanta, GA · 116 clientsWealth manager
    Goldman Sachs 100%
    $161M
  11. 13336
    Kelly Wealth Management, Inc.Royal Oak, MI · 529 clientsWealth managerWrap sponsor
    Fidelity 100%
    $161M
  12. 13337
    Dorman Financial Management, P.A.Maitland, FL · 262 clientsWealth manager
    Schwab 100%
    $161M
  13. 13338
    RBF Capital Management, Inc.Sarasota, FL · 18 clientsAsset manager
    Matrix Trust Co 98%
    $161M
  14. 13339
    Summation Capital Management, L.P.New York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $161M
  15. 13340
    Bountiful Investment Management LLCRumford, RI · 560 clientsWealth manager
    Schwab 100%
    $161M
  16. 13343
    Witt Financial Group, LLCCrossville, TN · 314 clientsWealth manager
    No custodian reported
    $160M
  17. 13345
    Mission Investment Advisors LLC1 clientsAsset manager
    No custodian reported
    $160M
  18. 13346
    Sherman Wealth Management LLCGaithersburg, MD · 143 clientsWealth manager
    Schwab 100%
    $160M
  19. 13347
    Old Oak Financial Planning, Inc.Brighton, MI · 264 clientsWealth manager
    Schwab 100%
    $160M
  20. 13348
    Clairmont Capital Group, LLCLos Angeles, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $160M
  21. 13349
    Fifth SET Private Wealth Management LLC63 clientsWealth manager
    Schwab 64%Fidelity 36%
    $160M
  22. 13351
    Harding Financial GroupWesterville, OH · 97 clientsWealth manager
    Schwab 100%
    $160M
  23. 13354
    Encore Global Management LPHouston, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $160M
  24. 13355
    Arbor Private Wealth, LLCAshburn, VA · 101 clientsWealth manager
    Schwab 100%
    $160M
  25. 13357
    Turloff Financial Consulting Inc.80 clientsWealth manager
    Schwab 100%
    $160M
  26. 13358
    Pendleton Financial Wealth ManagementRaleigh, NC · 143 clientsWealth manager
    Schwab 76%Ascensus Trust 24%
    $160M
  27. 13360
    Spectrum Advisors, Inc.Plano, TX · 308 clientsWealth manager
    Schwab 100%
    $160M
  28. 13361
    Fidelis Financial Planning, LLCSaint Charles, MO · 149 clientsWealth manager
    Schwab 100%
    $160M
  29. 13362
    Sequinox Wealth Management, LLCLancaster, PA · 761 clientsWealth manager
    Fidelity 100%
    $160M
  30. 13363
    Hazlett Wealth Management LLCKetchum, ID · 60 clientsWealth manager
    No custodian reported
    $160M
  31. 13364
    Sequoia Planning & Investments LLC30 clientsWealth manager
    Schwab 100%
    $160M
  32. 13365
    Kensington Financial Advisors LLCRoseland, NJ · 91 clientsWealth manager
    Schwab 100%
    $160M
  33. 13366
    Steady Returns336 clientsWealth manager
    Schwab 100%
    $160M
  34. 13367
    TRM Advisors LPSouthfield, MI · 2 clientsPrivate fund adviser
    No custodian reported
    $160M
  35. 13368
    Blue Water Capital Management, LLCApex, NC · 106 clientsWealth manager
    Schwab 100%
    $160M
  36. 13369
    Season Investments, LLCColorado Springs, CO · 76 clientsWealth manager
    Schwab 100%
    $160M
  37. 13370
    Read & Powell Financial Services, LLCElko, NV · 530 clientsWealth managerWrap sponsor
    Fidelity 100%
    $160M
  38. 13372
    RAI Wealth ManagementPlacentia, CA · 247 clientsWealth manager
    Schwab 53%SEI 47%
    $160M
  39. 13373
    Moulton Wealth Management, IncSpokane Valley, WA · 477 clientsWealth managerWrap sponsor
    Schwab 100%
    $160M
  40. 13374
    Zidel Financial Inc.Breckenridge, CO · 135 clientsWealth manager
    Schwab 100%
    $160M

RIAs by state