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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. 15292
    Luminist Capital, LLC530 clientsWealth manager
    Schwab 100%
    $105M
  2. 15293
    Saltbox Financial LLCPortsmouth, NH · 50 clientsWealth manager
    Schwab 100%
    $105M
  3. 15294
    S.C. Thomas & Associates, CPA, LLCMedina, OH · 108 clientsWealth manager
    Schwab 100%
    $105M
  4. 15295
    Integrated Investment Strategies,inc.Carmel, IN · 156 clientsWealth manager
    No custodian reported
    $105M
  5. 15296
    White Lighthouse Investment Management S.A.R.L.1003 Lausanne, Switzerland · 37 clientsWealth manager
    Swissquote 100%
    $105M
  6. 15297
    Xena Financial Planning, LLCPortland, OR · 118 clientsWealth manager
    Schwab 87%
    $104M
  7. 15298
    Cruiser Capital Advisors, LLCStamford, CT · 6 clientsPrivate fund adviser
    Pershing 82%
    $104M
  8. 15299
    Millstone Financial GroupPrinceton, NJ · 297 clientsWealth manager
    Altruist 100%
    $104M
  9. 15300
    Healthview Asset Management, Inc.Pittsburgh, PA · 180 clientsWealth manager
    No custodian reported
    $104M
  10. 15301
    Red SevenEscondido, CA · 261 clientsWealth manager
    Goldman Sachs 100%
    $104M
  11. 15303
    Wellacre Global Wealth AdvisorsSanta Monica, CA · 93 clientsWealth manager
    Schwab 100%
    $104M
  12. 15304
    WLT PartnersMiami, FL · 48 clientsAsset manager
    Morgan Stanley 100%
    $104M
  13. 15305
    Tuttle Wealth Partners LLCBrookhaven, GA · 417 clientsWealth manager
    Schwab 100%
    $104M
  14. 15306
    TAO Private Wealth, LLCTulsa, OK · 46 clientsWealth manager
    No custodian reported
    $104M
  15. 15307
    Alexander Capital Advisors, LLCNew Canaan, CT · 17 clientsPrivate fund adviser
    Schwab 100%
    $104M
  16. 15311
    Mathies Financial PartnersPueblo, CO · 324 clientsWealth manager
    Axos 100%
    $104M
  17. 15312
    Wavelength Capital Management, LLCWestport, CT · 1 clientsAsset manager
    No custodian reported
    $104M
  18. 15313
    Asterozoa ManagementPhoenix, AZ · 3 clientsAsset manager
    No custodian reported
    $104M
  19. 15314
    Baffin Advisors LLC9 clientsWealth manager
    J.P. Morgan 37%Morgan Stanley 32%Merrill / Bank of America 32%
    $104M
  20. 15315
    Point Nemo Capital, LLC96 clientsWealth manager
    Schwab 100%
    $104M
  21. 15317
    325 Fillmore LLCDenver, CO · 4 clientsPrivate fund adviser
    No custodian reported
    $104M
  22. 15318
    Bright Lake Wealth Management, LLCRedding, CA · 354 clientsWealth managerWrap sponsor
    Fidelity 100%
    $104M
  23. 15319
    Altitude Capital Management LLCDes Moines, IA · 488 clientsWealth manager
    Altruist 100%
    $104M
  24. 15320
    Eurocapital Advisors, IncMiami, FL · 9 clientsWealth manager
    Pershing 36%Banco Santander International 32%Credit Suisse Bank 32%
    $104M
  25. 15322
    Financial Counseling Associates, Inc126 clientsWealth manager
    Schwab 100%
    $104M
  26. 15323
    Lifefocus Financial Advisors, LLCWalla Walla, WA · 107 clientsWealth manager
    LPL Financial 100%
    $104M
  27. 15325
    Seaside Wealth Advisors LLC472 clientsWealth manager
    No custodian reported
    $103M
  28. 15326
    Stage Wealth Management, Inc.207 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $103M
  29. 15328
    Reitz Capital Advisors LLCFreeland, MI · 101 clientsWealth manager
    Schwab 100%
    $103M
  30. 15329
    Naylor & Company105 clientsWealth manager
    Interactive Brokers 100%
    $103M
  31. 15330
    Gssg Solar, LLCDenver, CO · 4 clientsPrivate fund adviser
    No custodian reported
    $103M
  32. 15331
    Newfoundland Capital Management US, LLC7 clientsPrivate fund adviser
    No custodian reported
    $103M
  33. 15332
    Butterworth Financial LLCDanvers, MA · 140 clientsWealth manager
    LPL Financial 100%
    $103M
  34. 15333
    Allridge Wealth Management, IncAshburn, VA · 31 clientsWealth manager
    Schwab 100%
    $103M
  35. 15334
    Abundant Wealth Partners, LLCSanta Barbara, CA · 55 clientsWealth manager
    No custodian reported
    $103M
  36. 15335
    Navigation Wealth ManagementFort Collins, CO · 962 clientsWealth manager
    Schwab 80%
    $103M
  37. 15337
    Riverstone Asset Management, LLCLouisville, KY · 18 clientsWealth manager
    Schwab 85%
    $103M
  38. 15338
    Moralis Technologies, LLCPittsburgh, PA · 67 clientsWealth manager
    Schwab 100%
    $103M
  39. 15339
    Invictus Timing Service LTDWestbury, NY · 286 clientsWealth manager
    Axos 100%
    $103M
  40. 15341
    Wealth Strategies GroupNewport Beach, CA · 120 clientsWealth manager
    Interactive Brokers 46%Schwab 44%
    $103M

RIAs by state