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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. 14529
    Blue Curve Advisory, LLCTowson, MD · 291 clientsWealth manager
    Schwab 100%
    $125M
  2. 14530
    Southpaw Asset Management, LP3 clientsPrivate fund adviser
    No custodian reported
    $125M
  3. 14531
    Cantlon Financial Planning LLC99 clientsWealth manager
    Fidelity 100%
    $125M
  4. 14532
    44 North Capital, LLCBurlington, VT · 438 clientsWealth managerWrap sponsor
    Fidelity 100%
    $125M
  5. 14533
    MAR Wealth Management Services, LLCWest Palm Beach, FL · 53 clientsWealth manager
    Schwab 100%
    $125M
  6. 14534
    Centrus Financial StrategiesOrlando, FL · 190 clientsWealth manager
    Principal Securities 99%
    $125M
  7. 14535
    Abbondandolo Wealth Management CorpGlen Cove, NY · 244 clientsWealth manager
    SEI 100%
    $125M
  8. 14537
    Strongtower Wealth Management, PLCHot Springs, AR · 380 clientsWealth managerWrap sponsor
    Schwab 100%
    $125M
  9. 14538
    East Beach Asset Management, LLCLos Angeles, CAAsset manager
    No custodian reported
    $125M
  10. 14539
    Paradoxiom CapitalStamford, CT · 1 clientsPrivate fund adviser
    No custodian reported
    $125M
  11. 14540
    Doxara Capital LPJacksonville, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $125M
  12. 14541
    Tidehaven Wealth, LLCMount Pleasant, SC · 163 clientsWealth manager
    Schwab 100%
    $125M
  13. 14542
    Johnston Investment Counsel, LTD.Peoria, IL · 90 clientsWealth manager
    Schwab 100%
    $125M
  14. 14543
    Masterpiece Capital, LLCAustin, TX · 25 clientsWealth manager
    SEI 100%
    $125M
  15. 14544
    Sawyer Capital Management46 clientsWealth manager
    Schwab 100%
    $125M
  16. 14545
    Wolf Financial Advisors LLCPekin, IL · 99 clientsWealth manager
    Schwab 94%
    $125M
  17. 14546
    Landmark Investment Partners, L.P.West Palm Beach, FL · 2 clientsAsset manager
    Morgan Stanley 100%
    $125M
  18. 14549
    Harborview Asset Management LLCGig Harbor, WA · 15 clientsWealth manager
    Schwab 100%
    $125M
  19. 14550
    Axiom Wealth Strategies, LLCBend, OR · 283 clientsWealth manager
    LPL Financial 100%
    $125M
  20. 14551
    NGP Financial Planning, LLC75 clientsWealth manager
    Schwab 100%
    $125M
  21. 14553
    US Infravest Managers LP2 clientsPrivate fund adviser
    No custodian reported
    $125M
  22. 14554
    Haykin, Michael60 clientsWealth manager
    Schwab 100%
    $125M
  23. 14555
    Capital Advisor NetworkLafayette, IN · 904 clientsWealth manager
    Schwab 100%
    $124M
  24. 14556
    CB Capital LLCNorth Smithfield, RI · 61 clientsWealth manager
    Schwab 100%
    $124M
  25. 14557
    Fortis Private Wealth Advisors, LLCMiami, FL · 9 clientsWealth manager
    Pershing 100%
    $124M
  26. 14559
    Streamsong Advisors, LLCGrand Rapids, MI · 268 clientsWealth manager
    Schwab 100%
    $124M
  27. 14561
    Coral Wealth Management, LLCMiami, FL · 252 clientsWealth manager
    Schwab 100%
    $124M
  28. 14562
    Rilex Capital LLCManasquan, NJ · 170 clientsWealth manager
    Schwab 100%
    $124M
  29. 14563
    APO Financial Services, LLCWestminster, CO · 542 clientsWealth manager
    Axos 88%
    $124M
  30. 14564
    Watkinson Capital Advisors LLCBerwyn, PA · 92 clientsWealth manager
    Schwab 100%
    $124M
  31. 14565
    White Oak Wealth ManagementColumbia, MD · 65 clientsWealth manager
    Raymond James 100%
    $124M
  32. 14566
    Royal Palms Capital, LLC87 clientsWealth manager
    Schwab 100%
    $124M
  33. 14567
    Merryfield Barnes, LLCIthaca, NY · 200 clientsWealth manager
    Pershing 100%
    $124M
  34. 14568
    Cardea Capital Advisors, LLCVero Beach, FL · 257 clientsWealth manager
    Schwab 100%
    $124M
  35. 14571
    JMH Wealth Management, LLCHanover, NH · 80 clientsWealth manager
    Fidelity 100%
    $124M
  36. 14573
    Peterson Financial Services LLCDenver, CO · 162 clientsWealth manager
    No custodian reported
    $124M
  37. 14574
    Brooklawn Capital AdvisorsNew York, NY · 10 clientsWealth manager
    Schwab 100%
    $124M
  38. 14575
    Surience Private Wealth LLCYakima, WA · 148 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $124M
  39. 14576
    Abridge Partners, LLC116 clientsWealth manager
    Schwab 100%
    $124M
  40. 14577
    Meridian Asset Management, LLC62 clientsAsset manager
    Schwab 100%
    $124M

RIAs by state