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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.

Filters

17,210 firms manage $177.9 trillion

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. 4161
    Abundance Wealth Counselors, LLCState College, PA · 511 clientsWealth manager
    Fidelity 100%
    $1.6B
  2. 4162
    Goodfinch Management, LLCSan Francisco, CA · 15 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  3. 4163
    LVM Capital Management LTDPortage, MI · 1,416 clientsWealth manager
    Schwab 100%
    $1.6B
  4. 4164
    MJP Wealth AdvisorsFarmington, CT · 906 clientsWealth managerHybrid
    Schwab 100%
    $1.6B
  5. 4165
    Godsey & Gibb Wealth ManagementRichmond, VA · 831 clientsWealth manager
    Schwab 100%
    $1.6B
  6. 4166
    Sherman PortfoliosCoeur D'alene, ID · 6,652 clientsWealth manager
    No custodian reported
    $1.6B
  7. 4167
    Hercules Adviser LLCSan Mateo, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  8. 4168
    Royal Fund Management, LLCLady Lake, FL · 4,966 clientsWealth manager
    Schwab 100%
    $1.6B
  9. 4169
    Triartisan Capital Advisors LLCWest Palm Beach, FL · 9 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.6B
  10. 4170
    OT Research8 clientsPrivate fund adviser
    Goldman Sachs 100%
    $1.6B
  11. 4171
    Burton Enright WelchWalnut Creek, CA · 652 clientsWealth manager
    Schwab 100%
    $1.6B
  12. 4172
    Roble, Belko and Company, Inc.Sewickley, PA · 248 clientsWealth manager
    Schwab 100%
    $1.6B
  13. 4173
    Gladstone ManagementLondon, United Kingdom · 4 clientsPrivate fund adviser
    Goldman Sachs 53%Morgan Stanley 26%
    $1.6B
  14. 4174
    Pekin Hardy Strauss, Inc.Chicago, IL · 743 clientsWealth manager
    Pershing 79%
    $1.6B
  15. 4175
    Regatta Capital Group, LLCEl Segundo, CA · 1,165 clientsWealth manager
    Fidelity 100%
    $1.6B
  16. 4176
    ISC Financial AdvisorsAlbert Lea, MN · 1,318 clientsWealth managerHybrid
    Schwab 100%
    $1.6B
  17. 4177
    Annandale Capital, LLCDallas, TX · 220 clientsWealth manager
    Schwab 100%
    $1.6B
  18. 4178
    Keystone CapitalChicago, IL · 4 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  19. 4179
    CCM Investment Advisers, LLCColumbia, SC · 916 clientsWealth manager
    Schwab 79%
    $1.5B
  20. 4180
    Tritonpoint Wealth, LLCChevy Chase, MD · 347 clientsWealth manager
    Schwab 98%
    $1.5B
  21. 4181
    Heartwood Wealth Advisors, LLCRichmond, VA · 574 clientsWealth managerHybrid
    No custodian reported
    $1.5B
  22. 4182
    Defilade Capital Management, L.P.Emeryville, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  23. 4183
    Hark Capital Advisors LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  24. 4184
    Woodson Capital Management, LPGreenwich, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  25. 4185
    Red Cliff Asset Management LimitedHong Kong, Hong Kong · 3 clientsPrivate fund adviser
    Morgan Stanley 100%
    $1.5B
  26. 4186
    Fiduciary Wealth Partners, LLCNewton Lower Falls, MA · 116 clientsWealth manager
    Fidelity 100%
    $1.5B
  27. 4187
    Zenyth PartnersNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  28. 4188
    Activ8 Family Office LLCMcLean, VA · 387 clientsWealth manager
    Fidelity 100%
    $1.5B
  29. 4189
    Cutler Investment GroupJacksonville, OR · 1,074 clientsWealth manager
    Schwab 85%
    $1.5B
  30. 4190
    GCP Capital Partners LLCNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  31. 4191
    YCG, LLCAustin, TX · 264 clientsWealth manager
    Schwab 100%
    $1.5B
  32. 4192
    Planning Alternatives LTDBirmingham, MI · 693 clientsWealth manager
    Schwab 88%
    $1.5B
  33. 4193
    Camelot Capital Partners LLCLaguna Beach, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  34. 4194
    Financial Symmetry Inc.Raleigh, NC · 873 clientsWealth manager
    Pershing 100%
    $1.5B
  35. 4195
    Greenbrier Partners Capital Management, LLCDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  36. 4196
    Romano Wealth ManagementEvanston, IL · 969 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $1.5B
  37. 4197
    Altravue Capital, LLCBellevue, WA · 9 clientsPrivate fund adviser
    Northern Trust 44%State Street 33%J.P. Morgan 23%
    $1.5B
  38. 4198
    Robinson Capital Management, LLCGrosse Pointe Farms, MI · 80 clientsAsset manager
    Huntington Bank 64%
    $1.5B
  39. 4199
    Graticule Asset Management Asia PTE. LTD.Singapore, Singapore · 5 clientsAsset manager
    Citi 100%
    $1.5B
  40. 4200
    PrmimMount Laurel, NJ · 1 clientsPrivate fund adviser
    No custodian reported
    $1.5B

RIAs by state