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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. 14285
    Ramsey Hill Asset Management LLC88 clientsWealth manager
    Schwab 88%
    $132M
  2. 14286
    Middle Street Capital, LLCNewfields, NH · 80 clientsWealth manager
    Schwab 100%
    $132M
  3. 14287
    Tripletail Wealth ManagementOrlando, FL · 74 clientsWealth managerWrap sponsor
    Schwab 99%
    $132M
  4. 14288
    Canterbury Capital Wealth Management, LLCTuscaloosa, AL · 305 clientsWealth manager
    Schwab 100%
    $132M
  5. 14289
    Lee-Way Financial Services, IncHattiesburg, MS · 108 clientsWealth manager
    Schwab 100%
    $132M
  6. 14290
    PMV Capital Advisers, LLCDallas, TX · 82 clientsAsset manager
    Schwab 55%Fidelity 45%
    $132M
  7. 14291
    JGC Tax & Wealth ManagementSalem, OR · 202 clientsWealth manager
    Schwab 83%
    $132M
  8. 14292
    Wealthmark, LLCBellingham, WA · 193 clientsWealth manager
    Axos 100%
    $132M
  9. 14293
    Secure Wealth, Inc.Boca Raton, FL · 221 clientsWealth manager
    Schwab 100%
    $132M
  10. 14295
    Norton Capital Management, Inc.Henrico, VA · 111 clientsWealth manager
    Pershing 100%
    $132M
  11. 14296
    Blue Line CapitalChicago, IL · 140 clientsWealth manager
    Schwab 100%
    $132M
  12. 14297
    Brighton Wealth Management, Inc.Cottonwood Heights, UT · 451 clientsWealth manager
    Schwab 100%
    $132M
  13. 14299
    Tublin - Difusco Advisors Inc.130 clientsWealth manager
    No custodian reported
    $132M
  14. 14301
    Laminar Wealth LLCClayton, MO · 27 clientsWealth manager
    Schwab 100%
    $132M
  15. 14302
    RDG Capital Management LLCPittsford, NY · 91 clientsWealth manager
    Schwab 68%
    $132M
  16. 14306
    Corinthian Wealth ManagementSan Jose, CA · 189 clientsWealth manager
    No custodian reported
    $132M
  17. 14307
    Lmpg Wealth Advisors, LLCMiami, FL · 58 clientsWealth manager
    Goldman Sachs 100%
    $132M
  18. 14308
    The Breit GroupWrightsville Beach, NC · 82 clientsAsset manager
    Voya Financial Partners 60%Schwab 40%
    $132M
  19. 14309
    Euclidean Technologies Management, LLCSeattle, WA · 1 clientsAsset manager
    No custodian reported
    $132M
  20. 14310
    AWR Investment Management, LLCSan Rafael, CA · 54 clientsWealth manager
    Schwab 100%
    $132M
  21. 14311
    Benchmark Financial, LLCWilmington, DE · 90 clientsWealth manager
    Schwab 100%
    $132M
  22. 14312
    Imprint Wealth LLCMount Pleasant, SC · 77 clientsWealth manager
    No custodian reported
    $132M
  23. 14314
    Uplevel WealthPortland, OR · 44 clientsWealth manager
    Schwab 100%
    $131M
  24. 14315
    Linx Partners, LLCAtlanta, GA · 7 clientsPrivate fund adviser
    No custodian reported
    $131M
  25. 14316
    Warm Springs Advisors Inc.Larkspur, CA · 15 clientsWealth manager
    Schwab 100%
    $131M
  26. 14317
    Middleton & CompanyVancouver, WA · 115 clientsWealth manager
    Schwab 100%
    $131M
  27. 14319
    Layline AdvisorsRochester, NY · 121 clientsWealth managerWrap sponsor
    Schwab 100%
    $131M
  28. 14320
    Seattle Wealth Management LLCSeattle, WA · 100 clientsWealth manager
    Schwab 100%
    $131M
  29. 14321
    Sheeley & Partners Wealth Management, LLCProvidence, RI · 79 clientsWealth manager
    Schwab 100%
    $131M
  30. 14323
    Stawnychy Financial Services, Inc.Kinnelon, NJ · 121 clientsWealth manager
    Schwab 100%
    $131M
  31. 14324
    White Hawk Wealth ManagementBroomfield, CO · 153 clientsWealth manager
    Schwab 100%
    $131M
  32. 14325
    Sterling Bridge Financial Group LLCPalm Harbor, FL · 827 clientsWealth manager
    Fidelity Distributors Company 100%
    $131M
  33. 14326
    Frisco Financial Planning50 clientsWealth manager
    Schwab 100%
    $131M
  34. 14327
    Ronin Equity Partners LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $131M
  35. 14328
    Kerr Wealth Management550 clientsWealth manager
    Schwab 100%
    $131M
  36. 14329
    Bison Wealth Management, LLCLyndhurst, OH · 160 clientsWealth manager
    Schwab 100%
    $131M
  37. 14330
    Steeloaks Investment Advisers, Inc.Weirton, WV · 285 clientsAsset manager
    No custodian reported
    $131M
  38. 14331
    Warren Capital GroupCharleston, SC · 188 clientsWealth manager
    Schwab 97%
    $131M
  39. 14333
    Crescent City Retirement GroupMetairie, LA · 933 clientsWealth manager
    Schwab 92%
    $131M
  40. 14336
    Open Source Investments, LLC239 clientsWealth manager
    Schwab 0%
    $131M

RIAs by state