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Est. 2026The front page of wealth managementNew York

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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. 14766
    Sullivan Financial, LLCEssex, CT · 131 clientsWealth manager
    Schwab 86%
    $119M
  2. 14767
    Washington Financial Group, Inc.Osterville, MA · 213 clientsWealth manager
    No custodian reported
    $119M
  3. 14768
    Fama Fiduciary Wealth LLCManchester, MO · 61 clientsWealth manager
    Fidelity 100%
    $119M
  4. 14770
    Kailix Advisors LLCAventura, FL · 14 clientsWealth manager
    Schwab 75%Interactive Brokers 25%
    $119M
  5. 14771
    Redfish CapitalCypress, TX · 170 clientsWealth manager
    Fidelity 90%
    $119M
  6. 14773
    Singer Wealth Management135 clientsWealth manager
    Schwab 100%
    $119M
  7. 14774
    Baer Investment Advisory LLC80 clientsWealth manager
    Schwab 100%
    $119M
  8. 14775
    Form Prosperity Wealth Advisors, LLCChandler, AZ · 326 clientsWealth manager
    Schwab 100%
    $119M
  9. 14777
    TCN Private Wealth Management LLC11 clientsWealth managerWrap sponsor
    No custodian reported
    $119M
  10. 14778
    Savvy Labs IncNew York, NY · 9 clientsAsset manager
    No custodian reported
    $119M
  11. 14780
    LD Lowe Wealth AdvisoryRichardson, TX · 264 clientsWealth managerWrap sponsor
    ETC Brokerage Services 100%
    $119M
  12. 14781
    Charmarline Wealth ManagementLynchburg, VA · 124 clientsWealth manager
    Schwab 100%
    $119M
  13. 14783
    Bruckmann, Rosser, Sherrill & Co., Management, L.P.New York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $119M
  14. 14784
    Hartley Advisors Corp.129 clientsWealth manager
    No custodian reported
    $119M
  15. 14785
    1 Main Capital Management, LLCAventura, FL · 3 clientsPrivate fund adviser
    Northern Trust 100%
    $119M
  16. 14786
    Redeem Wealth ManagementGilbert, AZ · 228 clientsWealth manager
    Betterment 63%Schwab 37%
    $119M
  17. 14787
    Northfort Financial, LLC356 clientsWealth manager
    Schwab 100%
    $119M
  18. 14788
    Shea Financial Advisors77 clientsWealth manager
    Schwab 100%
    $119M
  19. 14789
    Vantage Financial GroupAuburn, CA · 451 clientsWealth manager
    Schwab 100%
    $119M
  20. 14790
    Cardinal Advisers LLC46 clientsWealth manager
    Pershing 78%Interactive Brokers 22%
    $119M
  21. 14791
    HMS Financial Services, LLCColumbia, SC · 228 clientsWealth manager
    Fidelity Distributors Company 100%
    $119M
  22. 14792
    Intelligent Investing97 clientsWealth manager
    Schwab 100%
    $119M
  23. 14793
    Noble Wealth PartnersDenver, CO · 134 clientsWealth managerWrap sponsor
    Schwab 100%
    $118M
  24. 14795
    Jasper Capital Hong Kong LimitedHong Kong, Hong Kong, Hong Kong · 3 clientsAsset manager
    Morgan Stanley 100%
    $118M
  25. 14796
    Terrafirma Wealth PartnersWalnut Creek, CA · 94 clientsWealth manager
    Altruist 100%
    $118M
  26. 14797
    Smith & Co Advisory LLCSpring Hill, TN · 210 clientsWealth manager
    Fidelity 93%
    $118M
  27. 14798
    MCM Advisers, LPOrinda, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $118M
  28. 14799
    Financial DiscoveryAtlanta, GA · 79 clientsWealth manager
    Schwab 100%
    $118M
  29. 14800
    Tone Capital, LLCRichmond, VA · 166 clientsWealth manager
    Interactive Brokers 100%
    $118M
  30. 14801
    TRG Capital Management, Inc.Raleigh, NC · 131 clientsWealth manager
    Schwab 100%
    $118M
  31. 14802
    LCV Management, LP1 clientsPrivate fund adviser
    No custodian reported
    $118M
  32. 14803
    Pinnacle Wealth Management, Inc.Brighton, MI · 271 clientsWealth managerWrap sponsor
    Schwab 55%Goldman Sachs 45%
    $118M
  33. 14804
    Vanderpol Investments L.L.C.Caledonia, MI · 131 clientsWealth manager
    Schwab 100%
    $118M
  34. 14805
    CS Advisors Inc.Boca Raton, FL · 101 clientsWealth manager
    Fidelity 83%
    $118M
  35. 14806
    Staib Financial Planning, LLC53 clientsWealth manager
    Schwab 100%
    $118M
  36. 14807
    Blue Sky Investment Partners, Inc.Evanston, IL · 62 clientsWealth manager
    Schwab 100%
    $118M
  37. 14808
    Cornerstone FinancialAtlanta, GA · 200 clientsWealth managerWrap sponsor
    Fidelity 100%
    $118M
  38. 14809
    Investment & Tax Strategies, Inc.350 clientsWealth manager
    No custodian reported
    $118M
  39. 14810
    AFS Wealth Management, LLCFarmington Hills, MI · 169 clientsWealth manager
    Schwab 100%
    $118M
  40. 14811
    One Life Financial Group, Inc.200 clientsWealth manager
    Schwab 100%
    $118M

RIAs by state