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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. 5161
    Providence Capital Advisors, LLCCharlotte, NC · 429 clientsWealth manager
    Fidelity 100%
    $1.1B
  2. 5162
    Occidental Asset Management, LLCBurlingame, CA · 908 clientsWealth manager
    Schwab 100%
    $1.1B
  3. 5163
    Forester Capital, L.L.C.Stamford, CT · 14 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  4. 5164
    Hendershot Investments, Inc.526 clientsWealth manager
    Schwab 100%
    $1.1B
  5. 5165
    Trinity Alps CapitalSan Francisco, CA · 17 clientsPrivate fund adviser
    Interactive Brokers 100%
    $1.1B
  6. 5166
    Balboa Wealth Partners, Inc.Scottsdale, AZ · 1,127 clientsWealth managerHybrid
    Schwab 100%
    $1.1B
  7. 5167
    Foguth Wealth Management, LLC.Brighton, MI · 2,690 clientsWealth manager
    Schwab 100%
    $1.1B
  8. 5168
    Concord Wealth PartnersAbingdon, VA · 1,274 clientsWealth managerHybrid
    Schwab 73%Fidelity 27%
    $1.1B
  9. 5169
    Jackson Wealth Management, LLCLake Mary, FL · 900 clientsWealth managerHybrid
    Schwab 100%
    $1.1B
  10. 5170
    AC Wealth PartnersBerwyn, PA · 428 clientsAsset managerAffiliated broker-dealerEnvestnet Securities, Inc., Fidx Markets LLC
    Fidelity 88%
    $1.1B
  11. 5171
    Yeske Buie Inc.Vienna, VA · 469 clientsWealth manager
    Schwab 100%
    $1.1B
  12. 5172
    Parr McKnight Wealth Management GroupMinneapolis, MN · 613 clientsWealth manager
    TradePMR / Robinhood 100%
    $1.1B
  13. 5173
    ACK Asset Management LLCGreenwich, CT · 2 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  14. 5174
    St. Clair Advisors, LLCMayfield Heights, OH · 133 clientsWealth manager
    Schwab 100%
    $1.1B
  15. 5175
    Almitas Capital LLCSanta Monica, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  16. 5176
    Marquette Wealth ManagementMinnetonka, MN · 229 clientsWealth manager
    Schwab 100%
    $1.1B
  17. 5177
    RMC Investment AdvisorsWest Hartford, CT · 383 clientsWealth manager
    Fidelity Distributors Company 59%Fifth Third Bank 25%
    $1.1B
  18. 5178
    Pivotal Advisors LLCNew York, NY · 15 clientsAsset manager
    Northern Trust 75%Wilmington Trust 25%
    $1.1B
  19. 5179
    The Raelipskie PartnershipWaterloo, Canada · 1,008 clientsWealth managerBank-affiliated
    Nbin 100%
    $1.1B
  20. 5180
    Fiduciary Benefits Group309 clientsAsset manager
    Tiaa-Cref Individual & Institutional Services 68%
    $1.1B
  21. 5181
    Wedbush Fund Advisers, LLCPasadena, CA · 4 clientsAsset managerHybridLightspeed Financial Services Group LLC, Trigon DOM Maklerski SPA (TDM), clears through Interactive Brokers, Wedbush
    No custodian reported
    $1.1B
  22. 5182
    Pinnbrook Capital Management LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  23. 5183
    Caltius Capital Management, LPLos Angeles, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  24. 5184
    Gibbs Wealth Management, LLCAlpharetta, GA · 5,356 clientsWealth manager
    Schwab 100%
    $1.1B
  25. 5185
    NPA Asset Management, LLCFair Lawn, NJ · 2,746 clientsBroker-dealer firmHybridNationwide Planning Associates Inc.
    No custodian reported
    $1.1B
  26. 5186
    Spectrum Investment Advisors, Inc.Mequon, WI · 465 clientsAsset manager
    Schwab 100%
    $1.1B
  27. 5187
    Isto Advisors, LLCTroy, MI · 404 clientsWealth manager
    Schwab 100%
    $1.1B
  28. 5188
    Uptick Partners, LLCNacogdoches, TX · 1,139 clientsWealth manager
    Pershing 47%Schwab 40%
    $1.1B
  29. 5189
    Penso Advisors, LLCNew York, NY · 4 clientsPrivate fund adviser
    J.P. Morgan 99%
    $1.1B
  30. 5190
    Schnieders Capital Management, LLC.Pasadena, CA · 481 clientsWealth manager
    Pershing 65%Merrill / Bank of America 22%
    $1.1B
  31. 5191
    Vestia Personal Wealth AdvisorsFort Wayne, IN · 3,987 clientsWealth managerHybrid
    Fidelity 63%Schwab 37%
    $1.1B
  32. 5192
    Talson Capital Management L.P.Stamford, CT · 36 clientsPrivate fund adviser
    Schwab 100%
    $1.1B
  33. 5193
    McGuire Wealth ManagementWakefield, RI · 314 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $1.1B
  34. 5194
    Hanson & Doremus Investment ManagementBurlington, VT · 622 clientsWealth manager
    Schwab 100%
    $1.1B
  35. 5195
    Beekman Investment AdvisorsNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  36. 5196
    Talon LLCSan Juan, PR · 1,921 clientsWealth manager
    Fidelity Distributors Company 67%Schwab 29%
    $1.1B
  37. 5197
    Evelyn Partners Asset Management LimitedLondon, United Kingdom · 466 clientsWealth managerBank-affiliatedAffiliated broker-dealerEvelyn Partners Investment Management Services Limited, Evelyn Partners Investment Services Limited
    Pershing 68%Northern Trust 24%
    $1.1B
  38. 5198
    Avidity Partners Management LPDallas, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  39. 5199
    Fourpath Capital Management, LLCOklahoma City, OK · 821 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $1.1B
  40. 5200
    Clearview Financial PartnersRadnor, PA · 669 clientsWealth managerHybrid
    LPL Financial 58%Schwab 42%
    $1.1B

RIAs by state