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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. 5121
    5am VenturesSan Francisco, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  2. 5122
    Lineweaver Wealth AdvisorsValley View, OH · 2,134 clientsWealth managerHybrid
    Fidelity 100%
    $1.1B
  3. 5123
    King Wealth Management Group, LLCSaratoga Springs, NY · 719 clientsWealth manager
    Fidelity 100%
    $1.1B
  4. 5124
    UpliftDarien, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  5. 5125
    Baseline Wealth Management LTD.Geneva, Switzerland · 261 clientsWealth managerPublic-company owned
    Banque Pictet & CIE SA 46%UBS 32%
    $1.1B
  6. 5126
    McGowan Group Asset Management, Inc.Dallas, TX · 4,773 clientsWealth managerWrap sponsor
    Pershing 100%
    $1.1B
  7. 5127
    Austin Wealth Management, LLCAustin, TX · 629 clientsWealth managerHybrid
    Schwab 100%
    $1.1B
  8. 5128
    FPL Capital Management, LLCMetairie, LA · 324 clientsWealth manager
    Schwab 54%Fidelity Distributors Company 46%
    $1.1B
  9. 5129
    Nfsg CorporationBoca Raton, FL · 3,096 clientsWealth managerWrap sponsorHybridNewbridge Securities Corporation, clears through Axos Clearing
    Axos 100%
    $1.1B
  10. 5130
    BPS Wealth Advisors, Inc.Canfield, OH · 745 clientsAsset managerHybrid
    Capital Client Group 40%SEI 39%
    $1.1B
  11. 5131
    Sovereign Financial Group, Inc.Stamford, CT · 1,312 clientsWealth managerHybrid
    Raymond James 84%
    $1.1B
  12. 5132
    Randolph Co IncCincinnati, OH · 59 clientsAsset manager
    Schwab 100%
    $1.1B
  13. 5133
    TitanNew York, NY · 41,733 clientsWealth managerWrap sponsorHybridTitan Global Technologies LLC, clears through Apex Clearing
    Apex Fintech 100%
    $1.1B
  14. 5134
    Anzu Partners, LLCTampa, FL · 22 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  15. 5135
    Corvus Wealth Advisors LLCTempleton, CA · 518 clientsWealth manager
    Schwab 82%
    $1.1B
  16. 5136
    CIM Capital IC Management, LLCLos Angeles, CA · 3 clientsPrivate fund adviserHybridCCO Capital, LLC, CIM Group (australia) PTY LTD
    No custodian reported
    $1.1B
  17. 5137
    Maritime CapitalNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  18. 5138
    Trebuchet Consulting, LLCPittsburgh, PA · 414 clientsWealth manager
    Fidelity 100%
    $1.1B
  19. 5139
    SV Health Investors, LLCBoston, MA · 21 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  20. 5140
    FJ Capital Management LLCMcLean, VA · 10 clientsPrivate fund adviser
    Morgan Stanley 45%Barclays Capital 42%
    $1.1B
  21. 5141
    Summit Asset Management LLCMemphis, TN · 532 clientsWealth manager
    Schwab 100%
    $1.1B
  22. 5142
    Goldstein Advisors, LLCMadison, WI · 1,070 clientsWealth managerHybridKestra Investment Services, LLC
    Schwab 100%
    $1.1B
  23. 5143
    Pointoak Retirement AdvisorsMcLean, VA · 103 clientsAsset manager
    ADP Broker-Dealer 56%Transamerica Capital 22%
    $1.1B
  24. 5144
    Solomon Hess Capital ManagementArlington, VA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  25. 5145
    Concentus Wealth AdvisorsNewtown Square, PA · 344 clientsWealth managerHybrid
    Schwab 100%
    $1.1B
  26. 5146
    Greenlake Asset Management LLCSouth Pasadena, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  27. 5147
    Horizon Wealth ManagementLa Grange, IL · 1,306 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $1.1B
  28. 5148
    Cornerstone Trust Management Services LLCAltamonte Springs, FL · 1 clientsAsset manager
    Regions Bank 100%
    $1.1B
  29. 5149
    Basecamp Wealth Advisors, LLCBellevue, WA · 80 clientsWealth manager
    Fidelity 100%
    $1.1B
  30. 5150
    Sterling Investment Advisors LTD.Berwyn, PA · 442 clientsWealth managerHybrid
    Schwab 100%
    $1.1B
  31. 5151
    Bridge33 Investment Management LLCSeattle, WA · 6 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  32. 5152
    Fulcrum Capital, LLCSeattle, WA · 329 clientsWealth manager
    Schwab 100%
    $1.1B
  33. 5153
    AMB Wealth, LLCThomasville, GA · 920 clientsWealth managerHybridAllen, Mooney & Barnes Brokerage Services, LLC
    Wells Fargo 100%
    $1.1B
  34. 5154
    Fort Baker Capital Management LPLarkspur, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  35. 5155
    Elwood & GoetzAthens, GA · 686 clientsWealth manager
    Schwab 100%
    $1.1B
  36. 5156
    Mattern Capital Management, LLCLakewood, CO · 436 clientsWealth manager
    Schwab 100%
    $1.1B
  37. 5157
    American Investment Services IncGreat Barrington, MA · 378 clientsWealth manager
    Schwab 100%
    $1.1B
  38. 5158
    Spinnaker Investment Group, LLCNewport Beach, CA · 1,025 clientsWealth manager
    Schwab 100%
    $1.1B
  39. 5159
    DSF Advisors, LLCBoston, MA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  40. 5160
    Power Sustainable Manager US, Inc.Miami, FL · 6 clientsPrivate fund adviser
    BMO Bank 100%
    $1.1B

RIAs by state