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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. 14192
    Colton Wealth ManagementArcadia, CA · 109 clientsWealth manager
    Fidelity 100%
    $135M
  2. 14193
    Tradewinds Wealth ManagementPortland, OR · 261 clientsWealth manager
    Schwab 100%
    $135M
  3. 14195
    Aluman142 clientsWealth manager
    Schwab 100%
    $135M
  4. 14197
    Carota Wealth Management221 clientsWealth manager
    TradePMR / Robinhood 100%
    $135M
  5. 14198
    Financial Advisor Network, Inc.Farmingdale, NY · 158 clientsWealth manager
    No custodian reported
    $135M
  6. 14199
    JRS Wealth Management LLCSouth Jordan, UT · 348 clientsWealth manager
    Schwab 100%
    $135M
  7. 14200
    Red Reef Advisors LLCBoca Raton, FL · 91 clientsWealth manager
    Schwab 89%
    $135M
  8. 14201
    Schmitt Wealth Advisers, LLCCincinnati, OH · 145 clientsWealth manager
    Schwab 100%
    $135M
  9. 14203
    Fors FinancialPort Angeles, WA · 240 clientsWealth manager
    Schwab 100%
    $135M
  10. 14204
    Integrity Financial Advisors, LLCWoburn, MA · 240 clientsWealth manager
    Schwab 79%
    $135M
  11. 14205
    RW Baker Wealth Management Group LLCCheyenne, WY · 196 clientsWealth manager
    Schwab 100%
    $135M
  12. 14206
    Seal Cove Capital LLC3 clientsWealth manager
    Fidelity 100%
    $135M
  13. 14207
    Haddonfield Financial Planning LLCHaddonfield, NJ · 212 clientsWealth manager
    Fidelity 100%
    $135M
  14. 14208
    AP Capital Delaware LLCNew York, NY · 3 clientsAsset manager
    No custodian reported
    $135M
  15. 14209
    BSG AdvisersApex, NC · 272 clientsWealth manager
    Fidelity 99%
    $135M
  16. 14210
    Calder Financial LLC103 clientsWealth manager
    Schwab 100%
    $135M
  17. 14211
    Big Sky Wealth Advisors, LLCGreat Falls, MT · 207 clientsWealth manager
    Schwab 100%
    $135M
  18. 14212
    Stonebridge Wealth Management, LLCFrisco, TX · 40 clientsWealth manager
    Fidelity 100%
    $135M
  19. 14213
    Veach Family FinancialNorth Little Rock, AR · 195 clientsWealth manager
    Schwab 100%
    $134M
  20. 14214
    Clarion Advisors Inc.Auburn, CA · 632 clientsWealth manager
    Schwab 100%
    $134M
  21. 14215
    Longbow Asset ManagementTulsa, OK · 132 clientsWealth manager
    Schwab 100%
    $134M
  22. 14216
    Almega Wealth ManagementScottsdale, AZ · 246 clientsWealth manager
    Schwab 97%
    $134M
  23. 14217
    Atlantic Union Municipal Advisors, IncGlen Allen, VAAsset manager
    No custodian reported
    $134M
  24. 14218
    Bluelist Partners, LLCOccoquan, VA · 86 clientsWealth manager
    Schwab 100%
    $134M
  25. 14221
    Harbinger Capital Partners LLCNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $134M
  26. 14222
    Wave Wealth Management, LLCFrisco, TX · 62 clientsWealth manager
    Schwab 100%
    $134M
  27. 14223
    Reliance Wealth ManagementSan Antonio, TX · 302 clientsWealth manager
    Schwab 99%
    $134M
  28. 14224
    Equilibrium Ventures, LLCNew York, NY · 8 clientsPrivate fund adviser
    Interactive Brokers 100%
    $134M
  29. 14225
    Heximer Investment Management Inc.116 clientsWealth manager
    Pershing 100%
    $134M
  30. 14226
    Sound Financial Management, Inc.Raleigh, NC · 180 clientsWealth manager
    Schwab 100%
    $134M
  31. 14227
    Summer Street Capital Partners, LLC2 clientsPrivate fund adviser
    No custodian reported
    $134M
  32. 14228
    Murray Financial Services, IncChico, CA · 132 clientsWealth manager
    Schwab 100%
    $134M
  33. 14229
    Tumolo Wealth Management LLCEast Lyme, CT · 449 clientsWealth manager
    Schwab 53%Fidelity 47%
    $134M
  34. 14230
    Stone Island Financial PlanningNaperville, IL · 148 clientsWealth manager
    Pershing 100%
    $134M
  35. 14231
    Trio Wealth Management, LLCGreat Falls, VA · 87 clientsWealth manager
    Fidelity 55%Schwab 45%
    $134M
  36. 14233
    Blkbrd Asset ManagementOld Greenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $134M
  37. 14234
    Hudson Oak Wealth Advisory LLCHoboken, NJ · 56 clientsWealth manager
    Schwab 100%
    $134M
  38. 14235
    GW FinancialReno, NV · 93 clientsWealth manager
    Schwab 100%
    $134M
  39. 14236
    Gibson Financial Solutions, Inc.Ellsworth, ME · 153 clientsWealth manager
    Schwab 100%
    $134M
  40. 14237
    Arete Wealth StrategistsBrisbane, Australia · 98 clientsWealth manager
    Schwab 86%
    $134M

RIAs by state