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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. 14387
    Marcus Capital, LLCNorthfield, IL · 98 clientsWealth manager
    Schwab 100%
    $129M
  2. 14388
    RSC Asset Management Group, LLCStudio City, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $129M
  3. 14389
    Patina Wealth173 clientsWealth manager
    Schwab 100%
    $129M
  4. 14391
    Altura Private Wealth LLCCenterville, UT · 341 clientsWealth manager
    No custodian reported
    $129M
  5. 14392
    Obion Capital Management LPMiami, FL · 3 clientsPrivate fund adviser
    Morgan Stanley 100%
    $129M
  6. 14393
    Stephen Smith Financial Inc.Schaumburg, IL · 160 clientsWealth manager
    Schwab 100%
    $129M
  7. 14394
    Ralicki Wealth Management & Trust ServicesStuart, FL · 113 clientsWealth manager
    Fidelity 93%
    $129M
  8. 14396
    Infinity Advisory GroupPortage, MI · 208 clientsWealth manager
    Fidelity 100%
    $129M
  9. 14397
    Wolfgang CapitalTemecula, CA · 430 clientsWealth manager
    Schwab 100%
    $129M
  10. 14398
    Gordon Asset Management LLCWest Palm Beach, FL · 38 clientsWealth manager
    Schwab 100%
    $129M
  11. 14399
    Colchester Investment Counsel LLCRidgefield, CT · 58 clientsWealth manager
    Schwab 100%
    $129M
  12. 14401
    Capital View Wealth Management, LLC27 clientsWealth manager
    Schwab 100%
    $129M
  13. 14402
    Holm & Cawley Financial Group LLCLas Vegas, NV · 251 clientsWealth manager
    Schwab 81%
    $129M
  14. 14404
    Lord and RichardsHighlands Ranch, CO · 1,228 clientsWealth manager
    Schwab 100%
    $129M
  15. 14405
    Pasnau Investment Management, Inc.233 clientsWealth manager
    Fidelity 100%
    $129M
  16. 14406
    Velaris Wealth ManagementOrlando, FL · 109 clientsPrivate fund adviser
    Interactive Brokers 100%
    $129M
  17. 14407
    Prospettiva FinancialSan Francisco, CA · 294 clientsWealth manager
    Schwab 100%
    $129M
  18. 14409
    Banta Asset Management LPNewport Beach, CA · 117 clientsWealth manager
    Schwab 100%
    $129M
  19. 14410
    Catum Advisory Group, LLC.Wilton, CT · 94 clientsWealth manager
    Schwab 82%
    $129M
  20. 14411
    Revalue LLCGrand Rapids, MI · 254 clientsWealth manager
    SEI 100%
    $129M
  21. 14412
    The Capeloto & Hedrick Co126 clientsWealth manager
    Schwab 100%
    $129M
  22. 14414
    Berkeley Capital Management, LLCEllsworth, KS · 370 clientsWealth manager
    Schwab 100%
    $128M
  23. 14415
    Kurtin Financial Advisers, LLC22 clientsWealth manager
    Schwab 100%
    $128M
  24. 14417
    Broadhurst Financial Advisors, Inc.Austin, TX · 59 clientsWealth manager
    Altruist 100%
    $128M
  25. 14418
    Indfin LLC55 clientsWealth manager
    Fidelity 87%
    $128M
  26. 14419
    St. John & Associates, Inc.Roswell, GA · 153 clientsWealth manager
    No custodian reported
    $128M
  27. 14420
    IG Better Future Management, LLCMenlo Park, CA · 19 clientsPrivate fund adviser
    No custodian reported
    $128M
  28. 14421
    RM Adviser, LLCOrlando, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $128M
  29. 14422
    Octant Quantitative Investment Management LLCSalt Lake City, UT · 7 clientsAsset manager
    Axos 76%
    $128M
  30. 14423
    Pacifica Partners Capital Management Inc.Surrey, Canada · 260 clientsWealth manager
    Schwab 100%
    $128M
  31. 14424
    Bright AdvisorsGreenwood Village, CO · 178 clientsWealth manager
    No custodian reported
    $128M
  32. 14425
    Networth Financial Services, LLCJohns Creek, GA · 107 clientsWealth manager
    Schwab 100%
    $128M
  33. 14427
    Ydream Financial Services, Inc.125 clientsWealth manager
    Fidelity 100%
    $128M
  34. 14428
    The Marin Group Inc.Atlanta, GA · 142 clientsWealth manager
    Schwab 100%
    $128M
  35. 14429
    Guardian Capital, LLCWexford, PA · 241 clientsWealth manager
    Schwab 100%
    $128M
  36. 14430
    Stewards Advisory Services71 clientsAsset manager
    Schwab 100%
    $128M
  37. 14432
    Second Half Financial Partners, LLCSebring, FL · 493 clientsWealth manager
    Schwab 100%
    $128M
  38. 14433
    Harbor Hills Financial AdvisorsMontecito, CA · 142 clientsWealth manager
    Schwab 100%
    $128M
  39. 14434
    Opus Private Wealth Group, LLCOrange, CA · 142 clientsWealth managerWrap sponsor
    Fidelity 100%
    $128M
  40. 14435
    Breakwater Financial, LLCNeedham, MA · 62 clientsWealth manager
    Fidelity 100%
    $128M

RIAs by state