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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. 14578
    Holon Wealth Management60 clientsWealth manager
    Schwab 100%
    $124M
  2. 14579
    Infinity 8 Investments, LLCCupertino, CA · 65 clientsWealth managerWrap sponsor
    Fidelity 100%
    $124M
  3. 14580
    Titan Investment Management LLCIndianapolis, IN · 269 clientsWealth manager
    Schwab 100%
    $124M
  4. 14581
    Iowa Wealth Management, LLCWest Des Moines, IA · 142 clientsWealth manager
    Schwab 100%
    $124M
  5. 14582
    Midwest Financial Associates, Inc.Rockford, IL · 301 clientsWealth manager
    Schwab 100%
    $124M
  6. 14584
    Agilis Investment Management LLCWilton, CT · 212 clientsWealth manager
    Schwab 100%
    $124M
  7. 14585
    TQM Wealth PartnersMarblehead, MA · 65 clientsWealth manager
    Schwab 100%
    $124M
  8. 14587
    Cosey Financial Services, Inc.Knoxville, TN · 404 clientsWealth manager
    Schwab 100%
    $124M
  9. 14588
    Kucharo WealthCharlotte, NC · 49 clientsWealth manager
    Schwab 100%
    $124M
  10. 14589
    Peace of Mind Financial Planning, IncColorado Springs, CO · 121 clientsWealth manager
    Schwab 100%
    $124M
  11. 14590
    Schuylkill Financial, LLCWyomissing, PA · 127 clientsWealth manager
    Fidelity 100%
    $124M
  12. 14591
    Candide GroupOakland, CA · 11 clientsWealth manager
    BNY 100%
    $124M
  13. 14592
    Fitzwilliams Wealth Management Inc.Chesapeake, VA · 634 clientsWealth manager
    Schwab 100%
    $124M
  14. 14593
    Daly Investment Management, LLCMount Prospect, IL · 125 clientsWealth manager
    Schwab 100%
    $124M
  15. 14594
    Tactica LLC10 clientsPrivate fund adviser
    Odyssey Trust 100%
    $124M
  16. 14595
    Ideal Retirement SolutionsPort Charlotte, FL · 311 clientsWealth manager
    Schwab 100%
    $124M
  17. 14596
    Zuckerman Capital Management, LLCLos Angeles, CA · 136 clientsWealth manager
    Fidelity 66%Schwab 34%
    $123M
  18. 14597
    Q2 Wealth ManagementLexington, KY · 152 clientsWealth manager
    Schwab 92%
    $123M
  19. 14598
    Gallagher Wealth ManagementDanville, CA · 117 clientsWealth manager
    Schwab 100%
    $123M
  20. 14599
    Investment Management Trust, LLCFitchburg, MA · 147 clientsWealth manager
    Schwab 100%
    $123M
  21. 14601
    Dewitt Capital ManagementCollegeville, PA · 85 clientsWealth manager
    Schwab 100%
    $123M
  22. 14602
    Pacific Specialty Investment Group, LLCNewport Beach, CA · 103 clientsWealth manager
    Schwab 100%
    $123M
  23. 14603
    Caprice Capital Partners, LLC2 clientsPrivate fund adviser
    No custodian reported
    $123M
  24. 14605
    Davies Financial Advisors, Inc.Murrieta, CA · 171 clientsWealth manager
    Fidelity 65%Schwab 35%
    $123M
  25. 14606
    IBS Capital LLCMedfield, MA · 3 clientsPrivate fund adviser
    No custodian reported
    $123M
  26. 14607
    Samara CapitalBeaverton, OR · 94 clientsWealth manager
    Schwab 100%
    $123M
  27. 14608
    Valliance Asset Management LLCNew York, NY · 2 clientsPrivate fund adviser
    Morgan Stanley 100%
    $123M
  28. 14609
    ArkhouseNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $123M
  29. 14610
    Bretton Capital ManagementSan Francisco, CA · 1 clientsAsset manager
    No custodian reported
    $123M
  30. 14612
    Legacy Financial Services Group, Inc.Traverse City, MI · 184 clientsWealth manager
    Altruist 87%
    $123M
  31. 14614
    Senior Tax Advisory Group, Inc.Colorado Springs, CO · 802 clientsWealth manager
    Schwab 100%
    $123M
  32. 14615
    Contango Wealth Management LLCOakland, CA · 94 clientsWealth manager
    Schwab 91%
    $123M
  33. 14616
    Rall Capital Management, Inc.Rockledge, FL · 157 clientsWealth manager
    Schwab 100%
    $123M
  34. 14617
    Investment Consultants LLC11 clientsAsset manager
    Principal Trust 87%
    $123M
  35. 14618
    TC Financial Management, Co Inc.Margate City, NJ · 144 clientsWealth manager
    Schwab 100%
    $123M
  36. 14619
    Wassaw Sound Management, LLCSavannah, GA · 9 clientsWealth manager
    Fidelity 100%
    $123M
  37. 14620
    Elevated Private Wealth112 clientsWealth manager
    Schwab 100%
    $123M
  38. 14621
    UAK Diversified Wealth Advisors267 clientsWealth manager
    Schwab 100%
    $123M
  39. 14624
    Alphabond LLCPalm Beach, FL · 2 clientsAsset manager
    Goldman Sachs 100%
    $123M
  40. 14626
    Silver Creek Capital Management LLCSeattle, WA · 5 clientsPrivate fund adviser
    No custodian reported
    $123M

RIAs by state