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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. 5019
    Meramec Financial Planners, LLCClayton, MO · 474 clientsWealth manager
    Schwab 100%
    $1.1B
  2. 5020
    Sharkey Howes & Javer IncDenver, CO · 886 clientsWealth manager
    Schwab 100%
    $1.1B
  3. 5021
    Aviance Capital Partners LLCNaples, FL · 372 clientsWealth manager
    Schwab 100%
    $1.1B
  4. 5023
    Trispan (USA) LLCNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  5. 5024
    Insight Wealth PartnersPlano, TX · 959 clientsWealth manager
    Schwab 55%Fidelity 45%
    $1.1B
  6. 5026
    Kohmann Bosshard Financial Services, LLC.Akron, OH · 510 clientsWealth manager
    Schwab 100%
    $1.1B
  7. 5027
    Investcorp Absolute Return Investments LLCNew York, NY · 3 clientsAsset manager
    Mufg Alternative Fund Services 100%
    $1.1B
  8. 5029
    Vantage Wealth Management, LLCSan Mateo, CA · 639 clientsWealth manager
    SEI 100%
    $1.1B
  9. 5030
    Fiduciary Financial Group, LLCSan Rafael, CA · 415 clientsWealth manager
    Schwab 100%
    $1.1B
  10. 5031
    Cadinha & Co LLCHonolulu, HI · 639 clientsWealth manager
    Schwab 100%
    $1.1B
  11. 5034
    MAR Vista Investment Partners, LLCLos Angeles, CA · 165 clientsAsset manager
    Northern Trust 65%
    $1.1B
  12. 5035
    Blue Bell Private Wealth Management, LLCBlue Bell, PA · 811 clientsWealth manager
    Schwab 100%
    $1.1B
  13. 5036
    Overbrook Management CorporationNew York, NY · 123 clientsWealth manager
    Fidelity 80%
    $1.1B
  14. 5037
    Adamsbrown Wealth Consultants LLCWichita, KS · 1,943 clientsWealth manager
    Schwab 100%
    $1.1B
  15. 5038
    Witt Lake Asset Management LLCStamford, CT · 5 clientsAsset manager
    No custodian reported
    $1.1B
  16. 5040
    Bluestem Wealth Partners, LLCMinnetonka, MN · 1,687 clientsWealth manager
    Schwab 100%
    $1.1B
  17. 5041
    New Century Partners3 clientsAsset manager
    Comerica Bank 85%
    $1.1B
  18. 5042
    Knightsbridge Wealth ManagementNewport Beach, CA · 546 clientsWealth manager
    Fidelity 78%
    $1.1B
  19. 5043
    Wishbone Management, LPChicago, IL · 4 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  20. 5044
    Wilkins Investment Counsel, IncBoston, MA · 212 clientsWealth manager
    Fidelity 52%SEI 48%
    $1.1B
  21. 5045
    Aldrich Capital Partners LLCMcLean, VA · 14 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  22. 5046
    Founders Family OfficeMiami, FL · 8 clientsWealth manager
    J.P. Morgan 72%
    $1.1B
  23. 5047
    ASA Managed Account Managers LLCMinneapolis, MN · 227 clientsWealth manager
    Schwab 77%Cadence Bank 23%
    $1.1B
  24. 5048
    Schaefer Financial Management, Inc.Centennial, CO · 446 clientsWealth manager
    No custodian reported
    $1.1B
  25. 5050
    Crescent Cove Advisors, LPSan Francisco, CA · 24 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  26. 5051
    Lighthouse Financial Advisors, Inc.Red Bank, NJ · 429 clientsWealth manager
    Fidelity 100%
    $1.1B
  27. 5052
    HTG Investment Advisors IncNew Canaan, CT · 377 clientsWealth manager
    Schwab 64%Fidelity 36%
    $1.1B
  28. 5054
    Godspeed Capital Management LPWashington, DC · 10 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  29. 5055
    Capital Advisors Wealth ManagementYakima, WA · 1,051 clientsWealth manager
    Schwab 86%
    $1.1B
  30. 5056
    Ameriserv Wealth Advisors IncJohnstown, PA · 55 clientsAsset manager
    Ameriserv Financial Bank 100%
    $1.1B
  31. 5057
    Arthur M. Cohen & Associates LLCNorthbrook, IL · 191 clientsWealth manager
    Pershing 99%
    $1.1B
  32. 5058
    Bearing Point CapitalRichfield, MN · 236 clientsWealth manager
    Raymond James 100%
    $1.1B
  33. 5059
    Abry Partners III, LLCBoston, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  34. 5060
    Brigham Management, LLCAustin, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  35. 5061
    Markets Infrastructure PartnersNew York, NY · 3 clientsAsset manager
    No custodian reported
    $1.1B
  36. 5062
    Channing Global Advisors, LLCFort Lauderdale, FL · 33 clientsAsset manager
    State Street 66%BNY 22%
    $1.1B
  37. 5063
    Dock Street Asset Management IncPalm Beach, FL · 178 clientsWealth manager
    Schwab 100%
    $1.1B
  38. 5064
    Newfound Research LLCSt. Petersburg, FL · 8 clientsAsset manager
    No custodian reported
    $1.1B
  39. 5065
    Round Hill Music LPNashville, TN · 7 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  40. 5066
    Heirloom Wealth Management LLCGreenwood Village, CO · 853 clientsWealth manager
    Schwab 100%
    $1.1B

RIAs by state