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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. 14089
    Tano Capital, LLCSan Mateo, CA · 2 clientsAsset manager
    Morgan Stanley 100%
    $138M
  2. 14090
    Diversified Wealth Advisors, LLCKansas City, MO · 408 clientsWealth manager
    Fidelity 100%
    $138M
  3. 14092
    Glassbead Capital Management LLCMiami Beach, FL · 7 clientsPrivate fund adviser
    Jefferies 86%
    $138M
  4. 14094
    American Investment Advisors IncMadison, WI · 176 clientsWealth manager
    Schwab 100%
    $138M
  5. 14096
    Vericrest Private Wealth, LLCNewtown, PA · 109 clientsWealth managerWrap sponsor
    Schwab 61%Fidelity 39%
    $138M
  6. 14097
    Tarheel Advisors, LLCChapel Hill, NC · 141 clientsWealth manager
    No custodian reported
    $138M
  7. 14098
    Stock Farm Partners LLCPalo Alto, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $138M
  8. 14099
    Ashbay Capital, LLCNew York,, NY · 33 clientsWealth manager
    Schwab 100%
    $138M
  9. 14100
    Fien Capital Management, LLCRochester, NY · 107 clientsWealth manager
    Schwab 100%
    $138M
  10. 14101
    Apple & AssociatesGrass Valley, CA · 247 clientsWealth manager
    Schwab 100%
    $138M
  11. 14102
    Prince Asset Management, Inc.Sarasota, FL · 138 clientsWealth manager
    Schwab 100%
    $138M
  12. 14103
    Eubank, Hutson & Associates, LLCPlano, TX · 241 clientsWealth manager
    Schwab 100%
    $138M
  13. 14105
    Korving & Company LLCSuffolk, VA · 283 clientsWealth manager
    Schwab 100%
    $138M
  14. 14106
    Fredric E. Russell Investment Management Co.Tulsa, OK · 84 clientsWealth manager
    Schwab 100%
    $137M
  15. 14107
    Box Hill Private Wealth45 clientsWealth manager
    Schwab 100%
    $137M
  16. 14108
    Michael D. Taxman Investment ManagementHanover, NH · 27 clientsWealth manager
    Schwab 100%
    $137M
  17. 14109
    Sustainvest Asset Management, LLCLinwood, NJ · 162 clientsWealth manager
    Schwab 100%
    $137M
  18. 14111
    Keystone Wealth ManagementWaterloo, IA · 212 clientsWealth manager
    Schwab 87%
    $137M
  19. 14112
    Antipodean Advisors LLC1 clientsPrivate fund adviser
    No custodian reported
    $137M
  20. 14113
    Wallender, Timothy JosephManhattan Beach, CA · 289 clientsWealth manager
    Schwab 100%
    $137M
  21. 14114
    Johnson & Shute Investment Advisors, Inc.Bellevue, WA · 74 clientsWealth manager
    Schwab 100%
    $137M
  22. 14116
    Argus Investors' Counsel, Inc.New York, NY · 303 clientsWealth manager
    Fidelity 66%Schwab 34%
    $137M
  23. 14118
    Milagre Wealth Management, Inc.White Plains, NY · 414 clientsWealth manager
    No custodian reported
    $137M
  24. 14119
    21 West Wealth Management LLCTustin, CA · 35 clientsWealth manager
    Schwab 100%
    $137M
  25. 14122
    Forefront Asset Management, LLCVirginia Beach, VA · 322 clientsWealth manager
    Raymond James 100%
    $137M
  26. 14123
    Directional Asset Management, LLCArlington Heights, IL · 48 clientsWealth manager
    Schwab 100%
    $137M
  27. 14124
    Ascension Wealth Partners, LLCPleasant Hill, CA · 40 clientsWealth manager
    Schwab 100%
    $137M
  28. 14125
    PVA Financial, LLC49 clientsWealth manager
    Schwab 100%
    $137M
  29. 14126
    Cooke Wealth Management, LLCIrvine, CA · 114 clientsWealth manager
    Schwab 100%
    $137M
  30. 14128
    Central Wealth Management LLCMadison, WI · 166 clientsWealth manager
    Schwab 100%
    $137M
  31. 14129
    Lewis Capital Management60 clientsWealth manager
    Schwab 100%
    $137M
  32. 14130
    River Crescent Advisors, LLCSuffolk, VA · 140 clientsWealth managerWrap sponsor
    Schwab 100%
    $137M
  33. 14131
    Champion Advisors LLC51 clientsWealth manager
    Fidelity 100%
    $137M
  34. 14132
    Springboard Asset Management LLCCheshire, CT · 98 clientsWealth manager
    Schwab 100%
    $137M
  35. 14133
    Black Walnut Wealth ManagementTraverse City, MI · 86 clientsWealth manager
    Fidelity 100%
    $137M
  36. 14136
    Wealthkare.com, Inc.Mount Union, PA · 375 clientsWealth manager
    Schwab 94%
    $137M
  37. 14137
    Re-Envision WealthNew York, NY · 91 clientsWealth manager
    Schwab 100%
    $137M
  38. 14138
    Old Barn Capital LLCAsset manager
    GPP Group 100%
    $137M
  39. 14140
    Aventus Investment Advisors, Inc.Naples, FL · 145 clientsWealth manager
    Schwab 100%
    $136M
  40. 14141
    Vanweelden Wealth Management, LLCWest Chester Township, OH · 203 clientsWealth manager
    Schwab 100%
    $136M

RIAs by state