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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

185 firms manage $453 billionSEI

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. 12052
    Open Field Capital LLCNew York, NY · 16 clientsPrivate fund adviser
    SEI 100%
    $208M
  2. 12053
    Alere Planning LLC201 clientsWealth managerHybrid
    Schwab 99%
    $208M
  3. 12062
    Gates Pass Advisors, LLCLOS Altos, CA · 69 clientsWealth manager
    SEI 92%
    $208M
  4. 12179
    KCD Financial, Inc.Green Bay, WI · 1,257 clientsBroker-dealer firmHybrid
    TradePMR / Robinhood 68%
    $202M
  5. 12215
    RMG AdvisorsRockville, MD · 192 clientsWealth manager
    SEI 100%
    $200M
  6. 12243
    IA Network, LLCCharlotte, NC · 259 clientsWealth managerHybrid
    Schwab 72%SEI 28%
    $200M
  7. 12298
    Copper Beech Financial Group, LLCMoorestown, NJ · 201 clientsWealth managerHybrid
    SEI 100%
    $197M
  8. 12352
    Westmark Wealth ManagementPhoenix, AZ · 575 clientsWealth manager
    Fidelity 80%
    $195M
  9. 12416
    Thomas LEO Advisory, LLCMinneapolis, MN · 145 clientsWealth manager
    Schwab 68%SEI 32%
    $193M
  10. 12442
    SpurstoneHigganum, CT · 163 clientsWealth manager
    SEI 100%
    $192M
  11. 12451
    K2 Financial Inc.Glendora, CA · 393 clientsWealth managerHybrid
    SEI 88%
    $192M
  12. 12583
    Secure PlanningPortsmouth, NH · 529 clientsBroker-dealer firmHybrid
    SEI 86%
    $187M
  13. 12595
    Alvin Clay Financial Advisors, LLCJenkintown, PA · 178 clientsWealth manager
    SEI 82%
    $187M
  14. 12617
    The Kocen Financial Group, Inc.Rancho Mirage, CA · 222 clientsWealth manager
    Schwab 51%SEI 49%
    $186M
  15. 12640
    Strategic Advisory Services, L.L.C.Houston, TX · 208 clientsWealth manager
    SEI 100%
    $185M
  16. 12681
    Sledge and Company Wealth AdvisorsHigh Point, NC · 200 clientsWealth managerHybrid
    SEI 100%
    $183M
  17. 12807
    Parvin Asset Management, LLCSioux Falls, SD · 101 clientsWealth manager
    Schwab 81%
    $179M
  18. 12839
    Muntz Financial, LLCDoylestown, PA · 99 clientsWealth manager
    Interactive Brokers 65%Nationwide Investment Services 25%
    $178M
  19. 12848
    Periope, LCSt. George, UT · 628 clientsWealth manager
    SEI 100%
    $177M
  20. 12919
    TNT Asset Management, LLCRound Rock, TX · 203 clientsWealth manager
    SEI 100%
    $175M
  21. 12963
    Blakely Walters Wealth ManagementScottsdale, AZ · 314 clientsWealth managerHybrid
    SEI 100%
    $174M
  22. 12979
    Asco Financial Group, Inc.Kingston, PA · 61 clientsAsset managerHybrid
    Schwab 41%
    $173M
  23. 12995
    Cornermen Financial, LLCSAN Antonio, TX · 379 clientsWealth manager
    SEI 100%
    $173M
  24. 13012
    Davidson Wealth Management LLCForked River, NJ · 228 clientsWealth managerHybrid
    SEI 65%
    $172M
  25. 13140
    Stonehaven Wealth & Tax SolutionsAppleton, WI · 310 clientsWealth managerWrap sponsor
    SEI 100%
    $168M
  26. 13288
    Dyche, Riley, & Selman Wealth ManagementFayetteville, GA · 165 clientsWealth manager
    Schwab 56%Pershing 42%
    $162M
  27. 13324
    Lauer Wealth ManagementValparaiso, IN · 404 clientsWealth manager
    Schwab 80%
    $161M
  28. 13372
    RAI Wealth ManagementPlacentia, CA · 247 clientsWealth manager
    Schwab 53%SEI 47%
    $160M
  29. 13387
    Strada Financial Group LLCBoring, OR · 213 clientsWealth manager
    SEI 100%
    $159M
  30. 13433
    Hallett AdvisorsPort Angeles, WA · 307 clientsWealth manager
    Schwab 52%SEI 48%
    $158M
  31. 13445
    Georgia Wealth Partners, LLCGriffin, GA · 530 clientsWealth manager
    SEI 100%
    $157M
  32. 13542
    Jjsa Advisors, LTD.Virginia Beach, VA · 218 clientsWealth managerHybrid
    SEI 100%
    $154M
  33. 13593
    Blue Point Financial, Inc.Scarborough, ME · 187 clientsWealth managerHybrid
    SEI 100%
    $153M
  34. 13607
    Wellspring Advisors, Inc.Hillsboro, OR · 271 clientsWealth manager
    SEI 94%
    $152M
  35. 13627
    Classic FinancialWestlake Village, CA · 215 clientsWealth manager
    SEI 100%
    $152M
  36. 13758
    Plan2thrive FinancialEldridge, IA · 245 clientsWealth manager
    SEI 89%
    $148M
  37. 13771
    DBA Big Money Retirement and Big RetirementGreenville, SC · 864 clientsWealth manager
    Schwab 100%
    $147M
  38. 13813
    Core Alpha, Inc.Rochester, NY · 321 clientsWealth managerHybridMutual Funds Associates Inc.
    Fidelity 82%
    $146M
  39. 13835
    Ascendor Wealth, LLCWilmington, NC · 140 clientsWealth manager
    SEI 100%
    $146M
  40. 13961
    Equity Advisors of Kentucky IncLexington, KY · 114 clientsWealth manager
    SEI 100%
    $142M

RIAs by state