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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

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  1. 4881
    Tvamp, LLCKnoxville, TN · 2,553 clientsWealth managerHybrid
    LPL Financial 88%
    $1.2B
  2. 4882
    Crossmark Wealth Management, LLCHouston, TX · 723 clientsAsset managerHybridCrossmark Distributors, Inc.
    Fidelity 100%
    $1.2B
  3. 4883
    Sachem Hill LLCDenver, CO · 141 clientsWealth manager
    Schwab 81%
    $1.2B
  4. 4884
    Thepartners Wealth ManagementCarmel by the Sea, CA · 6,212 clientsWealth managerWrap sponsorHybrid
    Schwab 87%
    $1.2B
  5. 4885
    Nuverse Advisors LLCHallandale Beach, FL · 46 clientsPrivate fund adviser
    Wells Fargo 91%
    $1.2B
  6. 4886
    Polus Capital Management (US) Inc.New York, NY · 3 clientsPrivate fund adviserHybridBanca Monte DEI Paschi DI Siena S.P.A., Mediobanca- Banca DI Credito Finanziario S.p.a
    No custodian reported
    $1.2B
  7. 4887
    Waycross Partners, LLCLouisville, KY · 50 clientsAsset manager
    Northern Trust 100%
    $1.2B
  8. 4888
    TCP Asset Management, LLCUpper Arlington, OH · 2,221 clientsWealth managerHybrid
    Schwab 86%
    $1.2B
  9. 4889
    Verus Financial PartnersRichmond, VA · 636 clientsWealth manager
    Schwab 100%
    $1.2B
  10. 4890
    Cooper/haims Advisors, LLCVictor, NY · 527 clientsWealth managerBank-affiliatedHybridESL Investment Services, LLC, clears through LPL Financial
    Schwab 100%
    $1.2B
  11. 4891
    Verdad Advisers, L.P.Boston, MA · 33 clientsPrivate fund adviser
    Northern Trust 100%
    $1.2B
  12. 4892
    Sikich FinancialSpringfield, IL · 1,164 clientsWealth managerHybridSikich Corporate Finance LLC
    Fidelity 100%
    $1.2B
  13. 4893
    Evergreen WealthSpringfield, IL · 679 clientsWealth manager
    Schwab 82%
    $1.2B
  14. 4894
    Crusonia Wealth Advisors LLCDenver, CO · 542 clientsWealth manager
    Schwab 100%
    $1.2B
  15. 4895
    SCP Investment, LP13 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  16. 4896
    Dinuzzo Private Wealth, Inc.Beaver, PA · 796 clientsWealth managerHybrid
    Schwab 88%
    $1.2B
  17. 4897
    Cross Lake Partners LPNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  18. 4898
    Arlon Advisor LLCNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  19. 4899
    DeerfieldIndianapolis, IN · 331 clientsWealth manager
    Schwab 100%
    $1.2B
  20. 4900
    Signet Financial Management, LLCParsippany, NJ · 707 clientsWealth manager
    Schwab 100%
    $1.2B
  21. 4901
    Faithward CapitalLancaster, PA · 167 clientsAsset manager
    Schwab 100%
    $1.2B
  22. 4902
    Kearns and Associates, LLC46 clientsWealth manager
    Schwab 51%Northern Trust 49%
    $1.2B
  23. 4903
    Octagon Capital Advisors LPNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  24. 4904
    Portland Global Advisors LLCPortland, ME · 304 clientsWealth manager
    Fidelity 100%
    $1.2B
  25. 4905
    Brand Asset Management Group, Inc.Chesterfield, MO · 355 clientsWealth manager
    Fidelity 51%Schwab 49%
    $1.2B
  26. 4906
    Audax PDB Management Company, LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $1.2B
  27. 4907
    Wellington Shields Capital Management, LLCNew York, NY · 574 clientsWealth managerHybridWellington Shields & Co., LLC
    Pershing 100%
    $1.2B
  28. 4908
    Willow Tree Capital Corp Advisors LLCNew York, NY · 2 clientsAsset manager
    No custodian reported
    $1.2B
  29. 4909
    VSS Fund Management LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  30. 4910
    Cheviot Value Management, LLCBeverly Hills, CA · 619 clientsWealth manager
    Schwab 100%
    $1.2B
  31. 4911
    StraightlineTroy, MI · 2,365 clientsWealth manager
    Schwab 53%Fidelity 25%
    $1.2B
  32. 4912
    Associated Investment Services, Inc.Green Bay, WI · 3,852 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $1.2B
  33. 4913
    Leuthold Weeden Capital ManagementMinneapolis, MN · 200 clientsAsset managerHybrid
    Fidelity Distributors Company 62%
    $1.2B
  34. 4914
    Allegiant Wealth Advisors, LLCTulsa, OK · 34 clientsWealth manager
    Fidelity 100%
    $1.2B
  35. 4915
    Space CapitalNew York, NY · 51 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  36. 4916
    Wpwealth LLPFort Worth, TX · 512 clientsWealth manager
    Schwab 100%
    $1.2B
  37. 4917
    Cota Capital Management, LLCSan Francisco, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  38. 4918
    Woodard & Co Asset Management Group IncBermuda Run, NC · 1,832 clientsWealth managerWrap sponsor
    Fidelity Distributors Company 100%
    $1.2B
  39. 4919
    Oarsman Capital, IncMilwaukee, WI · 676 clientsWealth manager
    Schwab 100%
    $1.2B
  40. 4920
    Financial PerspectivesMinneapolis, MN · 737 clientsWealth managerHybrid
    Fidelity 100%
    $1.2B

RIAs by state