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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. 6881
    Timber Creek Capital Management, LLCBoston, MA · 46 clientsWealth manager
    Fidelity 100%
    $637M
  2. 6882
    Venture Investment AssociatesPeapack, NJ · 14 clientsPrivate fund adviser
    No custodian reported
    $637M
  3. 6883
    West Advisors, Inc.16 clientsWealth manager
    No custodian reported
    $637M
  4. 6884
    Rock Island CapitalOak Brook, IL · 13 clientsPrivate fund adviser
    No custodian reported
    $637M
  5. 6885
    Crow's Nest Holdings LPRichmond, VA · 3 clientsPrivate fund adviser
    No custodian reported
    $637M
  6. 6886
    503 Capital Partners, LLCLeawood, KS · 13 clientsPrivate fund adviser
    Schwab 78%BNY 22%
    $636M
  7. 6887
    Karmel Capital Management LLCSolana Beach, CA · 11 clientsPrivate fund adviser
    No custodian reported
    $636M
  8. 6888
    Merritt Point Partners LLCOakland, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $636M
  9. 6889
    Fischer Financial Services IncHarrisburg, PA · 615 clientsWealth manager
    Fidelity 92%
    $636M
  10. 6890
    The Roxborough GroupSan Francisco, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $636M
  11. 6891
    Rowland Miller + Partners LLCAtlanta, GA · 197 clientsWealth manager
    Schwab 100%
    $636M
  12. 6892
    Empower Financial Advisory, LLCGlastonbury, CT · 295 clientsWealth manager
    Fidelity 100%
    $636M
  13. 6893
    Hilltop Wealth Advisors, LLCChapel Hill, NC · 588 clientsWealth manager
    Fidelity 100%
    $636M
  14. 6894
    Fire Capital Management, LLCSan Francisco, CA · 61 clientsWealth manager
    Schwab 100%
    $635M
  15. 6895
    Clare Market Investments, LLCDallas, TX · 237 clientsWealth manager
    Fidelity 100%
    $635M
  16. 6896
    Northwest Financial Services IncIndianapolis, IN · 377 clientsWealth manager
    Schwab 100%
    $635M
  17. 6897
    Union Grove Venture PartnersSummit, NJ · 11 clientsPrivate fund adviser
    No custodian reported
    $635M
  18. 6898
    Stanley Capital Management, LLCHouston, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $635M
  19. 6899
    Simcoe Capital Management, LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $634M
  20. 6900
    The Salvetti GroupSacramento, CA · 590 clientsWealth managerWrap sponsor
    Raymond James 100%
    $634M
  21. 6901
    Vision RetirementRidgewood, NJ · 1,119 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $634M
  22. 6902
    WJ Interests, LLCSugar Land, TX · 254 clientsWealth manager
    Schwab 100%
    $634M
  23. 6903
    Kickstand Wealth AdvisorsPittsford, NY · 376 clientsWealth manager
    Schwab 100%
    $633M
  24. 6904
    Kennedy Investment GroupWest Deptford, NJ · 1,036 clientsWealth managerWrap sponsor
    Raymond James 100%
    $633M
  25. 6905
    Capvisor Associates, LLC25 clientsAsset manager
    No custodian reported
    $633M
  26. 6906
    Whiterock Wealth Design, LLCFayetteville, AR · 739 clientsWealth manager
    Schwab 100%
    $633M
  27. 6907
    Karma Capital Advisors PVT LTD.Mumbai, Maharashtra, India · 206 clientsAsset manager
    Citi 92%
    $633M
  28. 6908
    Vickerman Investment Advisors, Inc.Spokane, WA · 431 clientsWealth manager
    Schwab 100%
    $632M
  29. 6909
    Carlson FinancialTopeka, KS · 1,097 clientsWealth manager
    Fidelity Distributors Company 100%
    $632M
  30. 6910
    Fortem Financial Group, LLCPalm Desert, CA · 347 clientsWealth managerHybrid
    Schwab 100%
    $632M
  31. 6911
    Vizcaya Capital, LLCMiami, FL · 346 clientsWealth manager
    J.P. Morgan 60%Pershing 22%
    $631M
  32. 6912
    Bolthouse Investment Management ServicesBakersfield, CA · 45 clientsAsset manager
    Schwab 100%
    $631M
  33. 6913
    Hammond, Kennedy, Whitney & Company, Inc.5 clientsPrivate fund adviser
    No custodian reported
    $631M
  34. 6914
    Peak Retirement Planning, Inc.Columbus, OH · 910 clientsWealth manager
    Altruist 100%
    $631M
  35. 6915
    American Investors CoSan Ramon, CA · 766 clientsBroker-dealer firmHybrid
    Schwab 67%Fidelity 33%
    $631M
  36. 6916
    Stuart Investment Advisors, Inc.Austin, TX · 401 clientsWealth manager
    Raymond James 100%
    $631M
  37. 6917
    Accuvest Global Advisors, Inc.Provo, UT · 65 clientsAsset managerHybridMosaic Financial
    Mosaic Financial 43%Schwab 37%
    $630M
  38. 6918
    Cordatus Wealth Management LLCYardley, PA · 308 clientsWealth managerWrap sponsorHybrid
    Wells Fargo 100%
    $630M
  39. 6919
    Davidson Capital Management, IncCorpus Christi, TX · 435 clientsWealth manager
    Schwab 100%
    $630M
  40. 6920
    Neumann Capital ManagementFoster City, CA · 191 clientsWealth manager
    Schwab 100%
    $630M

RIAs by state