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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. 15392
    RGA Investment Advisors, LLCGreat Neck, NY · 100 clientsWealth manager
    Schwab 100%
    $101M
  2. 15393
    Suttle Crossland Wealth Advisors, LLCScottsdale, AZ · 53 clientsWealth manager
    Altruist 90%
    $101M
  3. 15394
    Beacon Associates Wealth Management, LLCMaumee, OH · 204 clientsWealth manager
    Schwab 62%Fidelity 38%
    $101M
  4. 15395
    Ensign Advisory Partners LLCGilbert, AZ · 304 clientsWealth manager
    Assetmark 100%
    $101M
  5. 15396
    Brave Eagle Wealth ManagementNew York, NY · 107 clientsWealth manager
    Interactive Brokers 100%
    $101M
  6. 15397
    FC Wealth Solutions LLCWesterville, OH · 163 clientsWealth manager
    Fidelity 90%
    $101M
  7. 15398
    34 Financial, LLCAtlanta, GA · 90 clientsWealth manager
    Schwab 100%
    $101M
  8. 15399
    CWM Advisory, LLCOcean Pines, MD · 248 clientsWealth manager
    SEI 100%
    $101M
  9. 15401
    Fuerst Financial Group, Inc.Chattanooga, TN · 325 clientsWealth manager
    SEI 100%
    $101M
  10. 15402
    Cherokee & Walker ManagementSalt Lake City, UT · 9 clientsPrivate fund adviser
    No custodian reported
    $101M
  11. 15403
    Ascent Financial GroupRichmond, VA · 128 clientsWealth manager
    Schwab 100%
    $101M
  12. 15404
    Pflueger Wealth34 clientsWealth manager
    Schwab 100%
    $101M
  13. 15405
    Social Investment Managers and Advisors, LLC7 clientsPrivate fund adviser
    No custodian reported
    $101M
  14. 15407
    Miller Wealth ManagementGilbert, AZ · 91 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $100M
  15. 15408
    Bridge Financial Planning, LLC95 clientsWealth manager
    Schwab 100%
    $100M
  16. 15409
    Sagent Wealth ManagementLaguna Beach, CA · 82 clientsWealth manager
    Altruist 69%Fidelity 31%
    $100M
  17. 15410
    Newsong Capital Management, Inc.Hattiesburg, MS · 142 clientsWealth manager
    Interactive Brokers 100%
    $100M
  18. 15411
    Hilpan Moxie Wealth Management, LLC78 clientsWealth manager
    Wells Fargo 86%
    $100M
  19. 15413
    Financial Action, Inc.Monument, CO · 479 clientsWealth manager
    Schwab 100%
    $100M
  20. 15414
    Carlo Capital2 clientsPrivate fund adviser
    No custodian reported
    $100M
  21. 15415
    Next UP Wealth Advisors, LLCScottsdale, AZ · 294 clientsWealth manager
    Schwab 94%
    $100M
  22. 15416
    Financial Counseling, Inc.Springboro, OH · 417 clientsWealth manager
    Schwab 100%
    $100M
  23. 15417
    Retire Ready Wealth ManagementRadnor, PA · 535 clientsWealth manager
    Fidelity 100%
    $100M
  24. 15418
    Grupp Financial LLCJackson, WY · 10 clientsAsset manager
    Schwab 100%
    $100M
  25. 15419
    Cardinal Point Capital LLCSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $100M
  26. 15420
    Infinity Tax & Financial PlanningHuntsville, AL · 332 clientsWealth manager
    Schwab 84%
    $100M
  27. 15421
    Three Oaks WealthGold River, CA · 100 clientsWealth manager
    Schwab 100%
    $100M
  28. 15422
    Chamberlain Lane Capital, LLCNashville, TNWealth manager
    Schwab 100%
    $100M
  29. 15423
    Approach Capital LLC100 clientsWealth manager
    Schwab 75%Vantage Self Directed Retirement Plans 25%
    $100M
  30. 15424
    Ferghana Investment Partners, LPNew York, NY · 1 clientsAsset manager
    Citi 100%
    $100M
  31. 15425
    Harbinger Sports PartnersAtlanta, GA · 1 clientsPrivate fund adviser
    No custodian reported
    $100M
  32. 15426
    Westmont Advisory, LLCFlower Mound, TX · 7 clientsWealth manager
    Schwab 75%Interactive Brokers 25%
    $100M
  33. 15430
    Sundowner Capital Management LLC58 clientsWealth manager
    Schwab 100%
    $100M
  34. 15431
    Stonebridge Partners LLCWhite Plains, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $99M
  35. 15432
    LW Capital Management, LLC2 clientsPrivate fund adviser
    J.P. Morgan 100%
    $99M
  36. 15434
    Arex Capital Management, LPNew York, NY · 12 clientsPrivate fund adviser
    Goldman Sachs 87%
    $99M
  37. 15436
    Waterfront Capital Partners LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $99M
  38. 15437
    Bergen Park Capital Management, LLCBigfork, MT · 12 clientsPrivate fund adviser
    Interactive Brokers 100%
    $99M
  39. 15438
    CAZ GP Stakes Adviser LLCHouston, TX · 1 clientsAsset manager
    No custodian reported
    $99M
  40. 15439
    Granite Value Capital, LLCHanover, NH · 70 clientsWealth manager
    Schwab 100%
    $99M

RIAs by state