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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. 5241
    Baker Ellis Asset Management LLCVancouver, WA · 343 clientsWealth manager
    Fidelity 100%
    $1.0B
  2. 5242
    Nassau Private Credit LLCDarien, CT · 11 clientsAsset managerAffiliated broker-dealer1851 Securities, Inc
    J.P. Morgan 100%
    $1.0B
  3. 5243
    Morling Financial Advisors, LLCFremont, CA · 349 clientsWealth manager
    Fidelity 52%Schwab 48%
    $1.0B
  4. 5244
    Quona Capital Management LLCWashington, DC · 10 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  5. 5245
    Bridgeport Financial SolutionsPhoenix, AZ · 920 clientsWealth managerWrap sponsorAffiliated broker-dealerCambridge Investment Research, Inc.
    Fidelity 75%
    $1.0B
  6. 5246
    Weaver Consulting Group, LLCHuntington Beach, CA · 1,114 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $1.0B
  7. 5247
    High Probability Advisors, LLCPittsford, NY · 398 clientsWealth manager
    Schwab 76%
    $1.0B
  8. 5248
    Manchester Financial IncWestlake Village, CA · 1,102 clientsWealth manager
    Schwab 100%
    $1.0B
  9. 5249
    Weatherford Capital ManagementTampa, FL · 21 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  10. 5250
    Three Bridge Wealth AdvisorsLos Altos, CA · 71 clientsWealth managerHybrid
    Schwab 100%
    $1.0B
  11. 5251
    Marble Wealth, LLCMontgomery, AL · 314 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $1.0B
  12. 5252
    Paragon Financial AdvisorsCollege Station, TX · 458 clientsWealth manager
    Schwab 100%
    $1.0B
  13. 5253
    RPG Investment Advisory, LLCPleasanton, CA · 953 clientsWealth manager
    Schwab 55%Interactive Brokers 45%
    $1.0B
  14. 5254
    Biglari Capital Corp.San Antonio, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  15. 5255
    Cifc Investment Management LLCMiami, FL · 2 clientsAsset manager
    No custodian reported
    $1.0B
  16. 5256
    Fitzroy Investment Advisors LLCAventura, FL · 81 clientsWealth manager
    No custodian reported
    $1.0B
  17. 5257
    Stelac Capital Partners LLCNew York, NY · 36 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  18. 5258
    ESP Investment Advisors LLCDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  19. 5259
    Red Oak Financial GroupTowson, MD · 1,202 clientsWealth managerHybrid
    LPL Financial 68%Vanguard 32%
    $1.0B
  20. 5260
    LS BDC Adviser, LLCMiami, FL · 1 clientsAsset manager
    BNY 100%
    $1.0B
  21. 5261
    Dream U.S. Manager LLCDenver, CO · 1 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  22. 5262
    Clearhaven Partners LPBoston, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  23. 5263
    Violich Capital ManagementMill Valley, CA · 116 clientsWealth manager
    Schwab 54%U.S. Bank 24%Merrill / Bank of America 23%
    $1.0B
  24. 5264
    Argos Wealth Advisors LLC244 clientsWealth manager
    Schwab 94%
    $1.0B
  25. 5265
    Newfront Retirement Services, Inc.San Mateo, CA · 106 clientsAsset manager
    Fidelity Management Trust 74%Empower Financial Services 26%
    $1.0B
  26. 5266
    Ashe Capital Management, LPEnglewood Cliffs, NJ · 1 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  27. 5267
    MPM Wealth AdvisorsHolland, OH · 1,118 clientsWealth managerHybrid
    Schwab 100%
    $1.0B
  28. 5268
    Whalerock Point Partners, LLCWest Palm Beach, FL · 136 clientsWealth manager
    Fidelity 64%
    $1.0B
  29. 5269
    Rogers Wealth Group, Inc.Fort Worth, TX · 434 clientsWealth manager
    Schwab 56%Matrix Trust 44%
    $1.0B
  30. 5270
    1543 Capital LPGreenwich, CT · 21 clientsAsset manager
    No custodian reported
    $1.0B
  31. 5271
    Bainbridge Partners LLPLondon, United Kingdom · 14 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  32. 5272
    Rodgers Brothers, Inc.Harmony, PA · 506 clientsWealth manager
    RBC 89%
    $1.0B
  33. 5273
    Toews Asset ManagementNorthfield, NJ · 129 clientsAsset managerHybrid
    Schwab 92%
    $1.0B
  34. 5274
    Peninsula Capital Partners, L.L.C.Southfield, MI · 4 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  35. 5275
    Fierston Financial Group IncWest Hartford, CT · 315 clientsWealth manager
    Schwab 100%
    $1.0B
  36. 5276
    Prosight CapitalDallas, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  37. 5277
    3(38) Investment FiduciariesSimi Valley, CA · 207 clientsAsset manager
    Empower Financial Services 100%
    $1.0B
  38. 5278
    Fort Sheridan Advisors LLCHighland Park, IL · 389 clientsWealth managerHybrid
    Fidelity 99%
    $1.0B
  39. 5279
    Beryl Capital Management, LLCRedondo Beach, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  40. 5280
    William Mack & Associates IncTroy, MI · 965 clientsWealth manager
    Schwab 100%
    $1.0B

RIAs by state