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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. 6601
    Family Investment CenterSaint Joseph, MO · 894 clientsWealth manager
    Schwab 100%
    $689M
  2. 6602
    Intervest Capital Partners LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $689M
  3. 6603
    East End Financial Group, Inc.Riverhead, NY · 360 clientsWealth managerHybrid
    Pershing 100%
    $689M
  4. 6604
    Anchyra Partners LLCAtlanta, GA · 40 clientsWealth manager
    Schwab 100%
    $689M
  5. 6605
    Nvest Financial, LLCPortsmouth, NH · 809 clientsWealth managerHybrid
    Fidelity 100%
    $688M
  6. 6606
    Signature Equity Partners, LLCColumbus, OH · 1,716 clientsWealth managerWrap sponsorHybrid
    Fidelity 90%
    $688M
  7. 6607
    9yards Capital Management LPNew York, NY · 31 clientsPrivate fund adviser
    No custodian reported
    $688M
  8. 6608
    Keenan Capital, LLCBurlingame, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $688M
  9. 6609
    Siharum Advisors, LLCBoston, MA · 101 clientsWealth manager
    Fidelity 43%Fiduciary Trust 35%
    $687M
  10. 6610
    Atwater MalickLancaster, PA · 297 clientsWealth manager
    Fidelity 46%Schwab 35%
    $687M
  11. 6611
    Alliance Advisory & Securities, LLCWestlake Village, CA · 675 clientsWealth manager
    Fidelity Distributors Company 100%
    $687M
  12. 6612
    Smart Wealth, LLCOmaha, NE · 1,012 clientsWealth manager
    Fidelity 89%
    $686M
  13. 6613
    Wealth Management Advisors, LLCGreenville, SC · 739 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $686M
  14. 6614
    Marotta Wealth Management, Inc.Charlottesville, VA · 366 clientsWealth manager
    Schwab 100%
    $686M
  15. 6615
    MA Private Wealth, LLCSan Carlos, CA · 366 clientsWealth managerWrap sponsor
    Fidelity 100%
    $686M
  16. 6616
    SER Capital Partners Management, LPRedwood City, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $686M
  17. 6617
    Thayer Partners LLC373 clientsWealth manager
    Schwab 100%
    $686M
  18. 6618
    Topspin Management Company LBO LLCMamaroneck, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $686M
  19. 6619
    Indie Asset Partners, LLCCarmel, IN · 313 clientsWealth manager
    Schwab 100%
    $685M
  20. 6620
    Precedent Wealth Partners, LLCHouston, TX · 201 clientsWealth manager
    Fidelity 52%Schwab 48%
    $685M
  21. 6621
    Sandy Cove Advisors, LLCHingham, MA · 278 clientsWealth manager
    Fidelity 88%
    $685M
  22. 6622
    Providence Wealth Advisors, LLCFrankfort, IL · 653 clientsWealth managerBank-affiliated
    Schwab 100%
    $684M
  23. 6623
    Integra Global Advisors LLCStamford, CT · 52 clientsWealth managerHybrid
    Schwab 100%
    $684M
  24. 6624
    Northern Financial Advisors, IncBloomfield Hills, MI · 324 clientsWealth manager
    Schwab 100%
    $684M
  25. 6625
    Marietta Investment Partners, LLCMilwaukee, WI · 147 clientsWealth manager
    Schwab 100%
    $684M
  26. 6626
    High Note Wealth, LLCDeephaven, MN · 279 clientsWealth manager
    Schwab 100%
    $683M
  27. 6627
    Argent Retirement Plan Advisors, LLCNew Orleans, LA · 53 clientsAsset manager
    No custodian reported
    $683M
  28. 6628
    Phocas Financial CorporationAlameda, CA · 36 clientsAsset manager
    No custodian reported
    $683M
  29. 6629
    Evans Capital Management AssociatesBellevue, WA · 431 clientsWealth manager
    Schwab 100%
    $683M
  30. 6630
    Compass Wealth Management LLCGuilford, CT · 375 clientsWealth managerWrap sponsor
    Schwab 93%
    $683M
  31. 6631
    RC CapitalCincinnati, OH · 11 clientsPrivate fund adviser
    No custodian reported
    $682M
  32. 6632
    Ventira Private Wealth Management LTD.Zurich, Switzerland · 85 clientsWealth manager
    Julius BAR 28%
    $682M
  33. 6633
    Global Frontier Investments, LLCCharleston, SC · 4 clientsAsset manager
    Goldman Sachs 100%
    $682M
  34. 6634
    Broad RUN Investment Management, LLCArlington, VA · 140 clientsAsset manager
    Schwab 38%SCM DMA (mauritius) Limited 23%
    $682M
  35. 6635
    Sandbox Financial Partners, LLCBethesda, MD · 532 clientsWealth manager
    Fidelity 84%
    $682M
  36. 6636
    Dash InvestmentsPlano, TX · 433 clientsWealth manager
    Schwab 100%
    $682M
  37. 6637
    Synergy Investment Management LLCAltamonte Springs, FL · 2,500 clientsWealth managerWrap sponsorHybrid
    LPL Financial 85%
    $681M
  38. 6638
    Belltower PartnersNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $681M
  39. 6639
    Lees Monsour GroupShreveport, LA · 361 clientsWealth manager
    Raymond James 100%
    $681M
  40. 6640
    McNally Advisors, LLCChicago, IL · 16 clientsPrivate fund adviserHybridMcNally Capital Securities, LLC
    No custodian reported
    $681M

RIAs by state