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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. 13613
    Chrome AdvisorsSan Francisco, CA · 124 clientsWealth manager
    Schwab 100%
    $152M
  2. 13614
    Infinity Wealth Counsel, LLCLoveland, OH · 125 clientsWealth manager
    Schwab 100%
    $152M
  3. 13615
    Portfolio Management, LLCAustin, TX · 111 clientsWealth manager
    Schwab 100%
    $152M
  4. 13617
    H Squared Management LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $152M
  5. 13618
    Apple Tree Asset Management, LLCFort Wayne, IN · 780 clientsWealth manager
    Schwab 81%
    $152M
  6. 13619
    Redwood Coast Financial PartnersEureka, CA · 995 clientsWealth managerWrap sponsor
    Schwab 100%
    $152M
  7. 13620
    Providence Wealth Management LLCKnoxville, TN · 206 clientsWealth manager
    Schwab 100%
    $152M
  8. 13621
    Delta Wealth Advisors LLC181 clientsWealth manager
    Schwab 100%
    $152M
  9. 13622
    LCR Wealth Management LLCWestport, CT · 78 clientsWealth manager
    Schwab 100%
    $152M
  10. 13623
    Sheffield Asset Management, L.L.C.Chicago, IL · 1 clientsPrivate fund adviser
    No custodian reported
    $152M
  11. 13625
    FpfocoFort Collins, CO · 119 clientsWealth manager
    Fidelity 51%Schwab 49%
    $152M
  12. 13626
    Integrated Wealth Strategies, LLCAustin, TX · 252 clientsWealth manager
    Schwab 100%
    $152M
  13. 13627
    Classic FinancialWestlake Village, CA · 215 clientsWealth manager
    SEI 100%
    $152M
  14. 13628
    Marketdesk Indices LLC2 clientsAsset manager
    No custodian reported
    $152M
  15. 13629
    Bartley Financial Advisors, LLCBedford, NH · 98 clientsWealth manager
    Fidelity 70%Schwab 30%
    $152M
  16. 13630
    Red Crane Wealth Management, LLCPalo Alto, CA · 156 clientsWealth managerWrap sponsor
    Schwab 100%
    $152M
  17. 13631
    Bright Investments, LLCAuburn, AL · 44 clientsAsset manager
    Fidelity 100%
    $152M
  18. 13632
    Cramer & Rauchegger, Inc.Maitland, FL · 850 clientsWealth manager
    Fidelity 60%
    $151M
  19. 13633
    True Wealth GroupBend, OR · 164 clientsWealth manager
    Schwab 100%
    $151M
  20. 13636
    Redwood Grove Wealth ManagementSan Rafael, CA · 72 clientsWealth manager
    Schwab 100%
    $151M
  21. 13637
    Seaborn Financial, LLC76 clientsWealth manager
    Schwab 100%
    $151M
  22. 13638
    ConvexitasChicago, IL · 11 clientsAsset manager
    Schwab 75%
    $151M
  23. 13639
    Twin City Private Wealth, LLCWinston-Salem, NC · 291 clientsWealth manager
    Schwab 100%
    $151M
  24. 13640
    Unified Wealth Management LLCOldsmar, FL · 327 clientsWealth manager
    Schwab 97%
    $151M
  25. 13642
    Cote Financial Management134 clientsWealth manager
    No custodian reported
    $151M
  26. 13643
    Outbound FinancialBoulder, CO · 150 clientsWealth manager
    Schwab 100%
    $151M
  27. 13644
    Asset Management Group Investment Corp.Greenwood Village, CO · 18 clientsPrivate fund adviser
    No custodian reported
    $151M
  28. 13645
    Drystone LLC27 clientsWealth manager
    Schwab 100%
    $151M
  29. 13646
    Horizons Sustainable Financial Services, Inc.Santa Fe, NM · 310 clientsWealth manager
    Schwab 63%Goldman Sachs 37%
    $151M
  30. 13647
    Omicron Advisors, LLCLancaster, PA · 82 clientsWealth manager
    Schwab 100%
    $151M
  31. 13649
    Sound Portfolio Advisors, LLCMystic, CT · 139 clientsWealth manager
    Schwab 100%
    $151M
  32. 13650
    St. Nicholas Private Asset Management, Inc.Jacksonville, FL · 92 clientsWealth manager
    Schwab 100%
    $151M
  33. 13652
    Zenith Wealth PartnersPhiladelphia, PA · 325 clientsWealth manager
    Schwab 62%Altruist 38%
    $151M
  34. 13653
    Rexford Capital63 clientsWealth manager
    Fidelity 100%
    $151M
  35. 13654
    Cascade Financial StrategiesBend, OR · 309 clientsWealth manager
    Schwab 99%
    $151M
  36. 13655
    Karani Asset Management LLCNew York, NY · 43 clientsAsset manager
    State Street 57%Fiduciary Trust 30%
    $151M
  37. 13656
    Opus Financial Solutions LLCDowners Grove, IL · 137 clientsWealth manager
    Schwab 100%
    $151M
  38. 13657
    Carmandalian Financial Group, LLCWestlake Village, CA · 86 clientsWealth manager
    Schwab 100%
    $151M
  39. 13658
    Trademark Capital Management Inc.Watkinsville, GA · 339 clientsWealth manager
    Schwab 69%Fidelity 31%
    $151M
  40. 13660
    Prosper Private WealthMesa, AZ · 51 clientsWealth manager
    Fidelity 100%
    $151M

RIAs by state