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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. 6841
    Cadent Energy PartnersRye Brook, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $644M
  2. 6842
    Karya Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $643M
  3. 6843
    Heritage Wealth Management, Inc.San Diego, CA · 235 clientsWealth manager
    Schwab 100%
    $643M
  4. 6844
    Hedonova Advisors LLCPost Falls, ID · 2,853 clientsPrivate fund adviserHybrid
    No custodian reported
    $643M
  5. 6845
    Curasset Capital Management, LLCNewark, NJ · 2 clientsAsset manager
    No custodian reported
    $643M
  6. 6846
    Chatham Wealth ManagementChatham, NJ · 424 clientsWealth manager
    Schwab 100%
    $643M
  7. 6847
    Sightline Partners LLCBloomington, MN · 9 clientsPrivate fund adviser
    No custodian reported
    $643M
  8. 6848
    Tsfg, LLCLake Forest, IL · 864 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $643M
  9. 6849
    Chapin Davis Asset ManagementBaltimore, MD · 555 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $643M
  10. 6850
    Equilibrium Capital Investment Management , LLCPortland, OR · 4 clientsPrivate fund adviserHybrid
    No custodian reported
    $643M
  11. 6851
    Regency Wealth ManagementRamsey, NJ · 312 clientsWealth manager
    Fidelity 100%
    $643M
  12. 6852
    The Financial Resource CenterCarmel, IN · 247 clientsAsset manager
    Voya Financial Advisors 55%SEI 45%
    $642M
  13. 6853
    Jones Hill Capital LPNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $642M
  14. 6854
    Arjuna Capital, LLCManchester, MA · 174 clientsWealth manager
    Schwab 100%
    $642M
  15. 6855
    Kabr Management, LLCEnglewood, NJ · 9 clientsPrivate fund adviser
    No custodian reported
    $642M
  16. 6856
    Granite Harbor Advisors, Inc.Houston, TX · 431 clientsWealth managerWrap sponsor
    Schwab 99%
    $642M
  17. 6857
    Shakespeare Wealth Management, LLCPewaukee, WI · 312 clientsWealth manager
    Schwab 100%
    $642M
  18. 6858
    Woodward Financial Advisors, Inc.Chapel Hill, NC · 203 clientsWealth manager
    Schwab 100%
    $641M
  19. 6859
    Abacus FCF Advisors LLCOrlando, FL · 6 clientsAsset managerHybridRegional Investment Services, Inc.
    No custodian reported
    $641M
  20. 6860
    Phoenix Wealth Advisors Inc.Chapel Hill, NC · 1,592 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $641M
  21. 6861
    EVE PartnersPonte Vedra Beach, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $641M
  22. 6862
    Single Point PartnersBoston, MA · 201 clientsWealth manager
    Fidelity 100%
    $641M
  23. 6863
    Riverstone Advisors, LLC167 clientsWealth manager
    Fidelity 100%
    $641M
  24. 6864
    Riggs Asset Management Co IncDallas, PA · 430 clientsWealth manager
    Schwab 100%
    $640M
  25. 6865
    MWA Financial Services, Inc.Rock Island, IL · 2,012 clientsBroker-dealer firmHybrid
    Assetmark Trust 91%
    $640M
  26. 6866
    Highland Financial Advisors, LLCWayne, NJ · 361 clientsWealth manager
    Schwab 100%
    $640M
  27. 6867
    Libra Wealth LLCLos Gatos, CA · 143 clientsWealth manager
    Schwab 100%
    $640M
  28. 6868
    The Watchman Group, Inc.Plano, TX · 266 clientsWealth manager
    Schwab 100%
    $640M
  29. 6869
    Murphy Pohlad Asset Management LLCEden Prairie, MN · 113 clientsWealth manager
    Schwab 100%
    $640M
  30. 6870
    Olympiad Research LPStamford, CT · 2 clientsPrivate fund adviser
    No custodian reported
    $640M
  31. 6871
    Concord Asset Management, LLCAbingdon, VA · 9 clientsAsset manager
    Schwab 100%
    $639M
  32. 6872
    Tcfg Investment Advisors, LLCLaguna Niguel, CA · 2,334 clientsWealth managerWrap sponsorHybridTcfg Wealth Management, LLC
    Pershing 95%
    $639M
  33. 6873
    Northeast Advisers, Inc.Paoli, PA · 376 clientsWealth manager
    Schwab 87%
    $639M
  34. 6874
    SK Wealth Management, LLCProvidence, RI · 323 clientsWealth manager
    Schwab 100%
    $639M
  35. 6875
    Bellatore Financial, Inc.The Woodlands, TX · 561 clientsWealth manager
    Schwab 100%
    $639M
  36. 6876
    Acumen Wealth Advisors, LLCChattanooga, TN · 303 clientsWealth manager
    Schwab 100%
    $638M
  37. 6877
    Colorado Capital ManagementBoulder, CO · 241 clientsWealth manager
    Schwab 100%
    $638M
  38. 6878
    Hemsley Advisors, LTD.Chicago, IL · 324 clientsWealth manager
    Schwab 100%
    $638M
  39. 6879
    Scott & Selber, Inc. Capital ManagementHouston, TX · 109 clientsWealth manager
    Schwab 100%
    $638M
  40. 6880
    Southern Capital Advisors, LLCJackson, TN · 817 clientsWealth managerWrap sponsor
    Fidelity 100%
    $637M

RIAs by state