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Est. 2026The front page of wealth managementNew York

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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. 13806
    Kruse Asset Management, LLCChicago, IL · 189 clientsWealth manager
    Schwab 100%
    $146M
  2. 13807
    Westbound Equity Management, LLCPalo Alto, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $146M
  3. 13808
    FMB Retirement ServicesWestlake Village, CA · 45 clientsAsset manager
    Fidelity 45%
    $146M
  4. 13809
    Jefferson Bridge Capital, LLCNashville, TN · 27 clientsAsset manager
    Fidelity 57%Schwab 43%
    $146M
  5. 13810
    Manna Wealth ManagementMiami Beach, FL · 614 clientsWealth manager
    Schwab 100%
    $146M
  6. 13811
    Peterson Investment Management Inc70 clientsWealth manager
    Schwab 100%
    $146M
  7. 13812
    Ankerstar Wealth, LLCLeander, TX · 310 clientsWealth manager
    Schwab 100%
    $146M
  8. 13814
    Campbell Asset Management, LLCChattanooga, TN · 171 clientsWealth manager
    Schwab 83%
    $146M
  9. 13815
    Millennial Wealth Advisors45 clientsAsset manager
    Schwab 72%PNC Wealth Management 28%
    $146M
  10. 13816
    MFG Wealth Management, Inc.Indianapolis, IN · 327 clientsWealth manager
    Schwab 100%
    $146M
  11. 13817
    Arden Global Family Offices12 clientsWealth manager
    Schwab 87%
    $146M
  12. 13818
    Mercantile Investment AdvisorsWichita Falls, TX · 71 clientsWealth manager
    Schwab 0%
    $146M
  13. 13819
    Foresee Wealth AdvisorsBellevue, WA · 160 clientsWealth manager
    Schwab 100%
    $146M
  14. 13820
    Eagle Financial StrategiesBangor, ME · 294 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $146M
  15. 13821
    KMF Investments Management, LLC59 clientsPrivate fund adviser
    No custodian reported
    $146M
  16. 13822
    North Compass Financial Advisors, LLCGrand Rapids, MN · 308 clientsWealth manager
    Fidelity 100%
    $146M
  17. 13823
    The Stewardship Center, Inc.69 clientsAsset manager
    Schwab 100%
    $146M
  18. 13824
    Cornerstone Wealth Partners, LLCOkemos, MI · 429 clientsWealth manager
    Altruist 100%
    $146M
  19. 13826
    Scalebuilder, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $146M
  20. 13827
    Bluewater Wealth Advisors, LLCVestavia Hills, AL · 27 clientsWealth manager
    Schwab 89%
    $146M
  21. 13828
    Parady Wealth ManagementThe Villages, FL · 1,282 clientsWealth managerPublic-company owned
    Fidelity 100%
    $146M
  22. 13829
    Summit Hill Wealth Management, LLCGreenwood Village, CO · 62 clientsWealth manager
    Fidelity 100%
    $146M
  23. 13830
    Cornerstone Wealth Advisors, Inc.Carlsbad, CA · 157 clientsWealth manager
    Schwab 100%
    $146M
  24. 13831
    Somerset Group LLCWayzata, MN · 58 clientsWealth manager
    U.S. Bank 64%Schwab 36%
    $146M
  25. 13833
    Owlhouse Capital LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $146M
  26. 13835
    Ascendor Wealth, LLCWilmington, NC · 140 clientsWealth manager
    SEI 100%
    $146M
  27. 13836
    Chapman & Chapman Advisors LLCChagrin Falls, OH · 270 clientsWealth manager
    Schwab 100%
    $146M
  28. 13837
    Humble Capital Management LLCHonolulu, HI · 46 clientsWealth manager
    Schwab 84%
    $146M
  29. 13839
    Spyrnal Financial GroupBokeelia, FL · 387 clientsWealth manager
    Schwab 100%
    $146M
  30. 13840
    The Practical PlannerGroton, MA · 66 clientsWealth manager
    Schwab 100%
    $145M
  31. 13841
    Gullane Capital, LLCJacksonville, FL · 13 clientsPrivate fund adviser
    No custodian reported
    $145M
  32. 13843
    Blue FinancialCharlotte, NC · 324 clientsWealth manager
    Fidelity 100%
    $145M
  33. 13844
    Stapp Wealth Management, PLLCOlympia, WA · 215 clientsWealth manager
    Schwab 100%
    $145M
  34. 13845
    Daniel Krug & AssociatesClarkston, MI · 192 clientsWealth manager
    Fidelity Distributors Company 100%
    $145M
  35. 13846
    GCI Financial GroupMendham, NJ · 140 clientsWealth manager
    Schwab 100%
    $145M
  36. 13847
    Concord Atlantic, Inc.50 clientsWealth manager
    No custodian reported
    $145M
  37. 13848
    BFI Wealth Solutions, LLCDallas, TX · 230 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $145M
  38. 13849
    Winnacle Wealth, LLCWaco, TX · 385 clientsWealth manager
    Altruist 100%
    $145M
  39. 13850
    Sierra Financial Advisory173 clientsWealth manager
    No custodian reported
    $145M
  40. 13851
    Twin Cities Retirement GroupPlymouth, MN · 84 clientsWealth manager
    Schwab 100%
    $145M

RIAs by state