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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. 13513
    BP Asset Management Inc.Charlotte, NC · 1 clientsPrivate fund adviser
    No custodian reported
    $155M
  2. 13514
    GRP Retirement PlanningFarmingdale, ME · 846 clientsWealth manager
    Schwab 100%
    $155M
  3. 13515
    RHL Group, LLCHolly, MI · 351 clientsWealth manager
    Schwab 100%
    $155M
  4. 13516
    Bria Capital Group, LLCWesley Chapel, FL · 311 clientsWealth manager
    Schwab 100%
    $155M
  5. 13517
    Quartus Investment Advisors LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $155M
  6. 13519
    Bellwether Investment Group, LLCHixson, TN · 313 clientsWealth manager
    Raymond James 100%
    $155M
  7. 13520
    Richwood Investment Advisors, LLCCincinnati, OH · 156 clientsWealth manager
    Schwab 100%
    $155M
  8. 13521
    Elm Ridge Management, LLCBriarcliff Manor, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $155M
  9. 13522
    Walk-On Capital, LLCLos Angeles, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $155M
  10. 13523
    Ivy Evergreen, LLCCharleston, SC · 4 clientsPrivate fund adviser
    No custodian reported
    $155M
  11. 13524
    Merrithew & Thorsten, Inc.San Diego, CA · 125 clientsWealth manager
    Altruist 97%
    $155M
  12. 13525
    Impact Fiduciary LLCPasadena, CA · 174 clientsWealth manager
    Altruist 100%
    $155M
  13. 13526
    Heritage Asset Management, LLCBelton, MO · 749 clientsWealth manager
    Schwab 100%
    $155M
  14. 13527
    Arthedge Capital Management, LLC1 clientsPrivate fund adviser
    No custodian reported
    $155M
  15. 13528
    Decision Investments, Inc.San Diego, CA · 135 clientsWealth manager
    Schwab 100%
    $155M
  16. 13529
    Broadview Wealth Management, LLC74 clientsWealth manager
    Schwab 73%Fidelity 27%
    $155M
  17. 13530
    Vega Capital Group LLC65 clientsWealth manager
    Morgan Stanley 55%LPL Financial 45%
    $155M
  18. 13532
    RBG Wealth Advisors LLCMemphis, TN · 80 clientsWealth manager
    Schwab 100%
    $155M
  19. 13533
    Lake Avenue Financial LLCPasadena, CA · 294 clientsWealth manager
    Altruist 52%Fidelity Distributors Company 45%
    $155M
  20. 13534
    Butler Financial ServicesDenver, CO · 62 clientsWealth manager
    Schwab 100%
    $155M
  21. 13535
    Capital Achievements, LLC41 clientsWealth manager
    Schwab 100%
    $155M
  22. 13536
    Elevage Partners, LLCReno, NV · 368 clientsWealth manager
    Axos 100%
    $155M
  23. 13537
    Lynx Capital, LLCAtlanta, GA · 6 clientsPrivate fund adviser
    No custodian reported
    $155M
  24. 13539
    Union Square Park Capital Management, LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $154M
  25. 13541
    Diversified Planning Strategies Advisors LLCRoseland, NJ · 364 clientsWealth manager
    Schwab 86%
    $154M
  26. 13543
    Long Short Advisors, LLCPalm Beach Gardens, FL · 1 clientsAsset manager
    No custodian reported
    $154M
  27. 13544
    QuishBoulder, CO · 14 clientsWealth manager
    Schwab 89%
    $154M
  28. 13546
    Winchester Asset Management, LLCChicago, IL · 4 clientsPrivate fund adviser
    No custodian reported
    $154M
  29. 13547
    Tier One Wealth ManagementLone Tree, CO · 220 clientsWealth manager
    Fidelity 100%
    $154M
  30. 13548
    Bluebird Wealth Management LLCMedfield, MA · 112 clientsWealth manager
    Schwab 100%
    $154M
  31. 13549
    MCT Entertainment Advisors LLCWest Hollywood, CA · 3 clientsAsset manager
    No custodian reported
    $154M
  32. 13550
    Forrest Financial ServicesWindsor Heights, IA · 100 clientsWealth manager
    Schwab 100%
    $154M
  33. 13552
    Solpacific, LLCDuluth, MN · 2 clientsPrivate fund adviser
    No custodian reported
    $154M
  34. 13553
    Millennium Investment ServicesVan Nuys, CA · 134 clientsWealth manager
    Interactive Brokers 100%
    $154M
  35. 13554
    Atlas48 clientsWealth manager
    Schwab 100%
    $154M
  36. 13555
    Uptown Capital AdvisorsDallas, TX · 140 clientsWealth manager
    Schwab 100%
    $154M
  37. 13556
    Shining Rock Advisors LLCAsheville, NC · 26 clientsWealth manager
    Schwab 100%
    $154M
  38. 13558
    Waterrock Wealth ManagementAlbuquerque, NM · 290 clientsWealth manager
    Schwab 100%
    $154M
  39. 13559
    Trails Edge Wealth Advisers, LLC60 clientsWealth manager
    Schwab 100%
    $154M
  40. 13560
    Maiden Cove CapitalYarmouth, ME · 52 clientsWealth manager
    Fidelity 95%
    $154M

RIAs by state