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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. 14909
    Risk Paradigm Group, LLCBurlington, MA · 3 clientsAsset manager
    Fidelity 79%
    $116M
  2. 14910
    Professional Financial Management, Inc.Appleton, WI · 164 clientsWealth manager
    Schwab 100%
    $116M
  3. 14912
    Palante Wealth Advisors, LLCPennington, NJ · 102 clientsWealth manager
    Schwab 100%
    $116M
  4. 14913
    KB Financial Advisors LLCSan Francisco, CA · 136 clientsWealth manager
    Schwab 100%
    $115M
  5. 14914
    Beyond Your Hammock LLCBoston, MA · 161 clientsWealth manager
    Schwab 100%
    $115M
  6. 14915
    Zenith Advisory Group, LLCThe Villages, FL · 186 clientsWealth manager
    Schwab 100%
    $115M
  7. 14916
    1818 Private Client Group, LLCAventura, FL · 22 clientsWealth manager
    J.P. Morgan 58%Deutsche Bank Securities 30%
    $115M
  8. 14917
    Wealth Compass Financial, Inc.Carlsbad, CA · 251 clientsWealth manager
    Fidelity 84%
    $115M
  9. 14918
    Ridgeline Productions LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $115M
  10. 14919
    Kutz and Company Inc.Great Neck, NY · 66 clientsWealth manager
    Schwab 100%
    $115M
  11. 14920
    Pariax Private Wealth ManagementNewport Beach, CA · 32 clientsWealth managerWrap sponsor
    Fidelity 100%
    $115M
  12. 14921
    Leach, Bickmore & Weiss Wealth Management, LLCMadison, WI · 292 clientsWealth manager
    Schwab 100%
    $115M
  13. 14922
    Passport Wealth ManagementCornelius, NC · 77 clientsWealth manager
    Schwab 100%
    $115M
  14. 14923
    RJJ Pasadena Securities, Inc.Henderson, NV · 170 clientsWealth managerWrap sponsor
    Schwab 100%
    $115M
  15. 14924
    Revolution Partners, LLC80 clientsWealth managerWrap sponsor
    Schwab 100%
    $115M
  16. 14925
    Uyana Partners LLCMiami, FL · 74 clientsWealth manager
    Morgan Stanley 63%
    $115M
  17. 14927
    StratfiWilmington, DE · 87 clientsWealth manager
    Schwab 100%
    $115M
  18. 14928
    Lightedway Advisory Services, Inc.Harrison, NY · 269 clientsWealth manager
    Schwab 100%
    $115M
  19. 14929
    Fortify Wealth, Inc.St. Louis, MO · 79 clientsWealth manager
    Schwab 100%
    $115M
  20. 14930
    Gritstone Asset Management LLCBethesda, MD · 1 clientsAsset manager
    BNY 73%
    $115M
  21. 14931
    Schulz Financial GroupTucson, AZ · 353 clientsWealth manager
    Fidelity 77%
    $115M
  22. 14932
    Capstone Wealth PartnersDublin, OH · 157 clientsWealth manager
    Fidelity 57%Schwab 43%
    $115M
  23. 14933
    Metis Wealth Management & Planning LLCBluffton, SC · 465 clientsWealth manager
    Schwab 100%
    $115M
  24. 14934
    Futura Asset Advisors LLCCoral Gables, FL · 17 clientsWealth manager
    Valley Financial Management 49%Morgan Stanley 30%
    $115M
  25. 14936
    South Bay Financial PartnersTorrance, CA · 50 clientsWealth manager
    No custodian reported
    $115M
  26. 14937
    Northwest Administrators IncSeattle, WA · 6 clientsAsset manager
    Wilmington Trust 100%
    $115M
  27. 14938
    The Copia GroupChicago, IL · 1 clientsPrivate fund adviser
    No custodian reported
    $115M
  28. 14940
    Pope Asset Management, LLCMemphis, TN · 59 clientsWealth manager
    U.S. Bank 100%
    $115M
  29. 14941
    Branzan Investment Advisors, Inc.Littleton, CO · 3 clientsPrivate fund adviser
    Schwab 100%
    $115M
  30. 14942
    Highbar PartnersMenlo Park, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $115M
  31. 14943
    Ajax Capital LLC5 clientsAsset manager
    Schwab 100%
    $115M
  32. 14944
    Alpine Hill Advisors LLCWestport, CT · 56 clientsWealth manager
    Fidelity 100%
    $115M
  33. 14945
    OAR FinancialBryn Mawr, PA · 41 clientsAsset manager
    Wells Fargo 100%
    $115M
  34. 14946
    1102 Partners, LLC21 clientsWealth manager
    Schwab 100%
    $114M
  35. 14948
    Endeavor Advisors LLCPhoenix, AZ · 426 clientsWealth manager
    Altruist 77%Schwab 23%
    $114M
  36. 14949
    Abri LLCLexington, KY · 271 clientsWealth manager
    Altruist 100%
    $114M
  37. 14950
    Queen City Capital Management, LLCCincinnati, OH · 173 clientsWealth manager
    Fidelity 79%
    $114M
  38. 14952
    Sera Capital Management, LLCAnnapolis, MD · 74 clientsWealth manager
    Schwab 100%
    $114M
  39. 14953
    Dardanelles Capital LPBoston, MA · 1 clientsPrivate fund adviser
    No custodian reported
    $114M
  40. 14954
    Goodstein Wealth Management LLCEncino, CA · 101 clientsWealth manager
    Schwab 100%
    $114M

RIAs by state