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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. 14676
    Genesis Advisors, LLCFishers, IN · 132 clientsWealth manager
    Schwab 100%
    $121M
  2. 14678
    ROC Partners (US) LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $121M
  3. 14679
    Gudorf Financial Group, LLCDayton, OH · 103 clientsWealth managerWrap sponsor
    Schwab 100%
    $121M
  4. 14681
    Resnick Wealth Alliance, LLCPalm Beach Gardens, FL · 62 clientsWealth manager
    Schwab 100%
    $121M
  5. 14682
    West Financial Strategies, Inc.Sanford, NC · 140 clientsWealth manager
    Schwab 100%
    $121M
  6. 14683
    Jbglobal.com LLCNew York, NY · 50 clientsWealth manager
    Schwab 100%
    $121M
  7. 14684
    ALO Financial PlanningMount Prospect, IL · 67 clientsWealth manager
    Fidelity 100%
    $121M
  8. 14685
    Craft Wealth ServicesTampa, FL · 224 clientsWealth manager
    Schwab 100%
    $121M
  9. 14687
    Epic Wealth Management, LLCOklahoma City, OK · 153 clientsWealth managerWrap sponsor
    Raymond James 100%
    $121M
  10. 14688
    The Wealth BoutiqueChester, NJ · 317 clientsWealth managerWrap sponsor
    Assetmark 72%LPL Financial 28%
    $121M
  11. 14690
    Montchanin Asset Management, LLCMontchanin, DE · 60 clientsWealth manager
    Schwab 86%
    $121M
  12. 14691
    Emerald Asset Management, Inc.Rocky Mount, NC · 170 clientsWealth manager
    Raymond James 100%
    $121M
  13. 14692
    Williams and Schiller Wealth Management, LLCSandpoint, ID · 104 clientsWealth manager
    Schwab 100%
    $121M
  14. 14693
    Wright Cove CapitalPortland, ME · 41 clientsWealth manager
    Schwab 100%
    $121M
  15. 14694
    Future Bright401 clientsWealth manager
    Schwab 66%
    $121M
  16. 14695
    Colleen Weber CPA, LLCChanhassen, MN · 50 clientsWealth manager
    Schwab 100%
    $121M
  17. 14696
    Apogee Investment Management123 clientsWealth manager
    No custodian reported
    $121M
  18. 14697
    Leder Fiduciary Capital LLCBellaire, TX · 31 clientsWealth manager
    Schwab 100%
    $121M
  19. 14698
    10elms LLPTulsa, OK · 37 clientsWealth managerWrap sponsor
    Schwab 100%
    $121M
  20. 14699
    Quantum Leap Capital, LLCSouth Burlington, VT · 333 clientsWealth managerWrap sponsor
    Schwab 100%
    $121M
  21. 14700
    Lotus Asset Management Limited Liability Company117 clientsWealth managerWrap sponsor
    Altruist 100%
    $121M
  22. 14702
    Tweet Management Services, Inc.La Mesa, CA · 168 clientsWealth manager
    Schwab 100%
    $121M
  23. 14703
    Back Bay Financial Planning & InvestmentsBethany Beach, DE · 94 clientsWealth manager
    Schwab 100%
    $120M
  24. 14705
    Advanced Planning Advisors Group Inc.Naperville, IL · 227 clientsWealth manager
    Schwab 100%
    $120M
  25. 14706
    Fullerton Advisors, LLCDanville, CA · 71 clientsWealth manager
    Fidelity 100%
    $120M
  26. 14707
    Trinity Neches72 clientsWealth manager
    Schwab 87%
    $120M
  27. 14709
    Goldberg Financial Advisors, LLCEl Segundo, CA · 60 clientsWealth manager
    Schwab 100%
    $120M
  28. 14710
    Childress & Co LLC19 clientsAsset manager
    Merrill / Bank of America 60%J.P. Morgan 27%
    $120M
  29. 14711
    Stonefield Investment Advisory, Inc.Cedar Rapids, IA · 184 clientsWealth manager
    Schwab 100%
    $120M
  30. 14712
    Western Reserve Capital Management, LLCHudson, OH · 101 clientsWealth manager
    Schwab 100%
    $120M
  31. 14713
    Weber Capital Management LLC3 clientsPrivate fund adviser
    Pershing 62%BNY 38%
    $120M
  32. 14715
    American Wealth Advisors, LLCJohns Creek, GA · 109 clientsWealth manager
    Fidelity 100%
    $120M
  33. 14716
    Mile Wealth ManagementIrvine, CA · 63 clientsWealth manager
    Schwab 100%
    $120M
  34. 14717
    Abens Financial Services IncEdina, MN · 98 clientsWealth manager
    Schwab 100%
    $120M
  35. 14718
    Hinsdale AssociatesHinsdale, IL · 155 clientsWealth manager
    No custodian reported
    $120M
  36. 14719
    Sasser Investment Management, Inc.Berkeley, CA · 119 clientsWealth manager
    Schwab 100%
    $120M
  37. 14720
    Summit Wealth Management LLCAkron, OH · 198 clientsWealth manager
    Schwab 100%
    $120M
  38. 14721
    Marathon Partners Equity Management, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $120M
  39. 14722
    Newport Asia LLCSan Francisco, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $120M
  40. 14724
    Glasgow Partners, LLC6 clientsAsset manager
    No custodian reported
    $120M

RIAs by state