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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. 15342
    Templer Wealth Management, LLCVienna, VA · 44 clientsWealth manager
    Fidelity 100%
    $103M
  2. 15343
    Crafted Finance, LLC170 clientsWealth manager
    Schwab 91%
    $103M
  3. 15344
    Pearl Wealth Group273 clientsWealth manager
    Schwab 53%Fidelity 47%
    $103M
  4. 15345
    Opportunus Wealth Management, LLC190 clientsWealth manager
    Schwab 100%
    $103M
  5. 15347
    Fairchild Capital LLCPortland, OR · 109 clientsWealth manager
    Schwab 100%
    $103M
  6. 15348
    Dorian Investment Advisory LLCMemphis, TN · 118 clientsWealth manager
    Schwab 100%
    $103M
  7. 15350
    AOT Invest LLCDavenport, IA · 1 clientsAsset manager
    No custodian reported
    $103M
  8. 15351
    Coast Capital Management, LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $103M
  9. 15352
    Brazos CapitalAustin, TX · 32 clientsWealth manager
    Schwab 100%
    $103M
  10. 15353
    Factory Capital LLCLos Angeles, CA · 26 clientsWealth manager
    Fidelity 100%
    $103M
  11. 15354
    Oakleigh Wealth ServicesCrozet, VA · 51 clientsWealth manager
    Altruist 95%
    $102M
  12. 15356
    Stillwater Capital ManagementCarmel-By-The-Sea, CA · 126 clientsWealth manager
    Schwab 100%
    $102M
  13. 15357
    Rocky Hill Advisors Inc.Peabody, MA · 136 clientsWealth managerWrap sponsor
    Fidelity 100%
    $102M
  14. 15358
    Needham Advisory CorporationNorth Andover, MA · 145 clientsWealth manager
    Schwab 100%
    $102M
  15. 15359
    Republic SquareAustin, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $102M
  16. 15360
    Capstone Wealth Advisors, LLCSalem, OR · 125 clientsWealth manager
    Altruist 75%
    $102M
  17. 15361
    Domestique Capital LLC283 clientsWealth managerWrap sponsor
    Schwab 100%
    $102M
  18. 15362
    Blue Heron CapitalEnglewood, CO · 205 clientsWealth manager
    Schwab 100%
    $102M
  19. 15363
    Sanctuary Financial Planning, LLC44 clientsWealth manager
    Schwab 100%
    $102M
  20. 15366
    Wynn Capital Management, LLCSanta Cruz, CA · 89 clientsWealth manager
    No custodian reported
    $102M
  21. 15367
    Sound Legacy Wealth Advisors, LLC44 clientsWealth manager
    Fidelity 100%
    $102M
  22. 15370
    Balanced Wealth Management, LLC.West Warwick, RI · 248 clientsWealth manager
    Fidelity 100%
    $102M
  23. 15371
    ApforiaVirginia Beach, VA · 385 clientsWealth manager
    Altruist 61%Schwab 39%
    $102M
  24. 15372
    Onewelth IncNew York, NY · 7 clientsAsset manager
    Stifel, Nicolaus & Company, Incorporated 52%Two Ocean Trust 48%
    $102M
  25. 15373
    Shankland Financial Advisors, LLC486 clientsWealth manager
    Schwab 100%
    $102M
  26. 15374
    Endurance Financial Planning, LLCMcAllen, TX · 596 clientsWealth manager
    Schwab 100%
    $102M
  27. 15375
    Cornwall Capital Management LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $102M
  28. 15376
    Strategic Wealth Partners LLCFranklin, TN · 212 clientsWealth manager
    No custodian reported
    $102M
  29. 15377
    Hanover Square Wealth Advisors LLC98 clientsWealth manager
    No custodian reported
    $102M
  30. 15378
    Blantyre Capital US LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $102M
  31. 15379
    Sequentis Capital LLCBoston, MA · 90 clientsWealth manager
    Schwab 100%
    $102M
  32. 15380
    Tax & Investment AdvisorsNewburyport, MA · 346 clientsWealth manager
    Fidelity 100%
    $102M
  33. 15382
    Integrative Planning, Inc.Cornelius, NC · 224 clientsWealth manager
    Schwab 100%
    $101M
  34. 15383
    Mendoza Private WealthNorth Miami, FL · 53 clientsWealth manager
    Schwab 100%
    $101M
  35. 15384
    Bespoke Investment Group, LLCHarrison, NY · 59 clientsWealth manager
    Schwab 100%
    $101M
  36. 15385
    Axxets WMAventura, FL · 5 clientsWealth manager
    J.P. Morgan 69%Morgan Stanley 31%
    $101M
  37. 15387
    Integrated Benefits, Incorporated155 clientsWealth manager
    Schwab 100%
    $101M
  38. 15388
    Palomar Advisors Inc.76 clientsAsset manager
    Schwab 74%American Trust Investment Services 26%
    $101M
  39. 15389
    Swiss Finance Private Wealth Management LLCSouthbury, CTAsset manager
    No custodian reported
    $101M
  40. 15391
    Cantata Wealth Management, LLCCoral Gables, FL · 30 clientsWealth manager
    Fidelity 100%
    $101M

RIAs by state