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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. 14142
    Harborpoint Wealth PartnersVirginia Beach, VA · 280 clientsWealth manager
    Schwab 100%
    $136M
  2. 14144
    Bridgelight Capital LLCScottsdale, AZ · 173 clientsWealth managerWrap sponsor
    Schwab 100%
    $136M
  3. 14145
    Galileo Investment ManagementNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $136M
  4. 14147
    ICW Holdings, LLC36 clientsAsset manager
    Interactive Brokers 70%Schwab 30%
    $136M
  5. 14148
    Strategic Portfolio Solutions, LLCDallas, TX · 188 clientsWealth manager
    Schwab 100%
    $136M
  6. 14149
    Horizon Capital Management, LLCLake Forest, IL · 40 clientsWealth manager
    Fidelity 66%Schwab 34%
    $136M
  7. 14150
    Fithian LLCNew York, NY · 74 clientsAsset manager
    Schwab 52%BNY 27%
    $136M
  8. 14151
    Professional Wealth Management Services LLCStatesville, NC · 60 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $136M
  9. 14152
    Paradigm Advisors, LLCDallas, TX · 83 clientsWealth manager
    Fidelity Distributors 100%
    $136M
  10. 14153
    Capitol Family Office, Inc.Beaverton, OR · 124 clientsWealth manager
    LPL Financial 61%Schwab 26%
    $136M
  11. 14154
    Wealthrise Financial Planning, LLCCarlsbad, CA · 98 clientsWealth manager
    Schwab 100%
    $136M
  12. 14155
    BH Asset Management, LLCNew York, NY · 95 clientsWealth manager
    Fidelity 83%
    $136M
  13. 14157
    A J Feldman Financial, LLC140 clientsWealth manager
    Schwab 100%
    $136M
  14. 14158
    Kassira Wealth Management, LLC219 clientsWealth managerWrap sponsor
    Schwab 100%
    $136M
  15. 14159
    McMahan Capital ManagementCarmel, IN · 43 clientsWealth manager
    No custodian reported
    $136M
  16. 14161
    1n Capital, LLC25 clientsWealth manager
    Schwab 100%
    $136M
  17. 14162
    Veritas Wealth Management, LLCSalt Lake City, UT · 56 clientsWealth manager
    Schwab 77%Fidelity 23%
    $136M
  18. 14163
    Loretta Nolan Associates, LLCOld Greenwich, CT · 56 clientsWealth manager
    Schwab 100%
    $136M
  19. 14164
    Financial Management Associates, LLCWindham, NH · 343 clientsWealth manager
    Schwab 100%
    $136M
  20. 14165
    Luma CapitalNaples, FL · 72 clientsWealth manager
    Schwab 96%
    $136M
  21. 14166
    East Rock Financial Services, LLC39 clientsWealth manager
    Schwab 100%
    $136M
  22. 14167
    Fairlight AdvisorsSan Francisco, CA · 42 clientsAsset manager
    Schwab 100%
    $136M
  23. 14168
    Bright Portfolios, LLCLee's Summit, MO · 1 clientsAsset manager
    No custodian reported
    $136M
  24. 14169
    FR Financial Advisors LLCCoral Springs, FL · 137 clientsWealth manager
    Schwab 100%
    $136M
  25. 14170
    HOT Creek Capital, L.L.C.Kirkland, WA · 1 clientsPrivate fund adviser
    No custodian reported
    $136M
  26. 14171
    Hepworth Equity Partners, LLC421 clientsWealth managerWrap sponsor
    No custodian reported
    $136M
  27. 14172
    Morningside Asset ManagementWilmington, DE · 7 clientsAsset manager
    Amalgamated Bank 100%
    $136M
  28. 14173
    Cassilly FinancialSeverna Park, MD · 188 clientsWealth manager
    Schwab 100%
    $136M
  29. 14175
    Revo Financial, LLCBartlesville, OK · 166 clientsWealth manager
    Fidelity 67%SEI 32%
    $135M
  30. 14176
    Dover Investment Advisory Corporation45 clientsWealth manager
    Fidelity 100%
    $135M
  31. 14178
    Allegro Mineral Partners LLCHouston, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $135M
  32. 14179
    Keller Financial GroupCamp Hill, PA · 89 clientsWealth manager
    Assetmark Trust 100%
    $135M
  33. 14181
    Light Capital LLCSanta Monica, CA · 13 clientsWealth manager
    Schwab 100%
    $135M
  34. 14182
    Fogarty Wealth Management, Inc.Missouri City, TX · 150 clientsWealth manager
    Schwab 100%
    $135M
  35. 14184
    Heights Point Management, LPNew York, NY · 3 clientsPrivate fund adviser
    Northern Trust 100%
    $135M
  36. 14185
    Sparrow Wealth ManagementOrlando, FL · 64 clientsWealth manager
    Fidelity 100%
    $135M
  37. 14186
    Crystal Cove Asset ManagementNewport Beach, CA · 91 clientsWealth manager
    Schwab 100%
    $135M
  38. 14187
    Dreamers Management LLCEl Segundo, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $135M
  39. 14188
    Lightsmith Climate Resilience Management LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $135M
  40. 14190
    Kult Wealth Management Group, LLCBrookfield, WI · 69 clientsWealth manager
    Schwab 100%
    $135M

RIAs by state