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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. 14863
    Hayes Asset Management, LLCRochester, NY · 112 clientsWealth manager
    No custodian reported
    $117M
  2. 14864
    Kompass Kapital Advisors, LLCOverland Park, KSAsset manager
    No custodian reported
    $117M
  3. 14866
    Maine Advisory AssociatesFalmouth, ME · 176 clientsWealth manager
    Schwab 100%
    $117M
  4. 14867
    Integra WealthChattanooga, TN · 196 clientsWealth manager
    Schwab 100%
    $116M
  5. 14868
    Eagle Capital Advisors, LLCMiddlebury, CT · 71 clientsWealth manager
    Schwab 100%
    $116M
  6. 14869
    Luna Capital Management, LLCBurlingame, CA · 218 clientsWealth manager
    Schwab 100%
    $116M
  7. 14870
    Heckman Financial & Insurance Services, Inc.San Jose, CA · 305 clientsWealth manager
    Fidelity 93%
    $116M
  8. 14871
    Sturman Wealth AdvisorsCharlottesville, VA · 91 clientsWealth manager
    Altruist 100%
    $116M
  9. 14872
    Asset Strategy Retirement Plan Consultants, LLCCamp Hill, PA · 242 clientsWealth manager
    Fidelity 100%
    $116M
  10. 14873
    Aton Advisors, LLC72 clientsWealth manager
    Schwab 88%
    $116M
  11. 14874
    Paradigm Wealth ManagementLincoln, NE · 351 clientsWealth manager
    Schwab 100%
    $116M
  12. 14875
    Ebert Capital Management Inc.Eureka, CA · 187 clientsWealth manager
    Schwab 100%
    $116M
  13. 14876
    Greenskeeper Asset Management Inc.Oakville, Ontario, Canada · 94 clientsAsset manager
    Custody and Brokerage 90%
    $116M
  14. 14877
    First Light Wealth Advisors, LLCLittle Falls, NJ · 98 clientsWealth manager
    Schwab 100%
    $116M
  15. 14878
    Intellicapital Advisors LLCPonte Vedra, FL · 81 clientsWealth manager
    Schwab 83%
    $116M
  16. 14879
    Jaffe Asset Management LLCBeverly Hills, CA · 58 clientsWealth manager
    Schwab 100%
    $116M
  17. 14880
    Columbia Benefits, LLCDenver, CO · 138 clientsWealth manager
    No custodian reported
    $116M
  18. 14881
    Colburn Wealth Management, LLCGrove City, OH · 136 clientsWealth manager
    Schwab 100%
    $116M
  19. 14883
    Salvini Financial Planning57 clientsWealth manager
    Schwab 100%
    $116M
  20. 14884
    Santa FE Advisors LLCSanta Fe, NM · 59 clientsWealth manager
    Fidelity 100%
    $116M
  21. 14885
    Orchard City Wealth Management, LLCLos Gatos, CA · 55 clientsWealth manager
    Schwab 100%
    $116M
  22. 14887
    Serone Capital Management LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $116M
  23. 14888
    Ryzome Investment AdvisorsOkemos, MI · 673 clientsWealth manager
    Schwab 100%
    $116M
  24. 14889
    Sacajawea & Company, LLC20 clientsAsset manager
    Schwab 100%
    $116M
  25. 14890
    MPM Advisors Group LLCLiverpool, NY · 177 clientsWealth manager
    Assetmark Brokerage 100%
    $116M
  26. 14891
    NPM Consulting, LLC16 clientsWealth manager
    Schwab 70%Vanguard 30%
    $116M
  27. 14892
    Pathway Wealth Management, LLCDallas, TX · 25 clientsWealth manager
    Schwab 100%
    $116M
  28. 14893
    Private Counsel Group, LTD.Indianapolis, IN · 63 clientsWealth manager
    Schwab 100%
    $116M
  29. 14895
    Global Environment FundBethesda, MD · 7 clientsPrivate fund adviser
    No custodian reported
    $116M
  30. 14896
    Modern Financial PlanningGeorgetown, TX · 72 clientsWealth manager
    Schwab 100%
    $116M
  31. 14897
    Finhabits Advisors, LLCNew York, NY · 29,460 clientsWealth managerWrap sponsor
    Apex Fintech 100%
    $116M
  32. 14898
    Capital Wealth, LLCLehi, UT · 290 clientsWealth managerWrap sponsor
    Schwab 65%Fidelity 35%
    $116M
  33. 14899
    Bay Pointe FinancialNew Baltimore, MI · 122 clientsWealth manager
    Schwab 100%
    $116M
  34. 14900
    Paragon Asset Management Inc.Orinda, CA · 60 clientsWealth manager
    Schwab 100%
    $116M
  35. 14901
    Portfolio Advisory Group, Inc.Alexandria, VA · 71 clientsWealth manager
    Fidelity 67%Schwab 33%
    $116M
  36. 14902
    Manrke WealthToronto, Ontario, Canada · 69 clientsWealth manager
    Nbin - A Division of National Bank Financial 100%
    $116M
  37. 14905
    Cambria Wealth ManagementSarasota, FL · 105 clientsWealth manager
    Schwab 100%
    $116M
  38. 14906
    Alpine Wealth Advisors, LLCDenver, CO · 58 clientsWealth manager
    Schwab 100%
    $116M
  39. 14907
    Third Gear Capital Management LPHouston, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $116M
  40. 14908
    Investlinc Wealth ServicesBrea, CA · 153 clientsWealth manager
    Schwab 85%
    $116M

RIAs by state