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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. 7001
    Hussman Strategic Advisors IncEllicott City, MD · 3 clientsAsset manager
    No custodian reported
    $617M
  2. 7002
    EQ Wealth AdvisorsDallas, TX · 309 clientsWealth manager
    Schwab 100%
    $617M
  3. 7003
    Clear Wave Wealth Management, LLCRed Bank, NJ · 142 clientsWealth manager
    Fidelity 100%
    $617M
  4. 7004
    West Wealth Group, LLCIrvine, CA · 2,746 clientsWealth manager
    Schwab 100%
    $617M
  5. 7005
    Greenbush Financial Group, LLCAlbany, NY · 800 clientsWealth manager
    Fidelity 65%
    $617M
  6. 7006
    Hilltop Wealth & Tax SolutionsMishawaka, IN · 837 clientsWealth managerHybrid
    Schwab 100%
    $616M
  7. 7007
    Grey Ledge Advisors, LLCGuilford, CT · 887 clientsWealth managerBank-affiliated
    Fidelity 63%Schwab 37%
    $616M
  8. 7008
    Stolper & Co., Inc.San Diego, CA · 65 clientsWealth manager
    Schwab 100%
    $616M
  9. 7009
    FMB Wealth ManagementWestlake Village, CA · 324 clientsWealth manager
    Fidelity 85%
    $616M
  10. 7010
    Kettle Hill Capital Management, LLCNew York, NY · 7 clientsAsset manager
    State Street 100%
    $616M
  11. 7011
    Trevian Wealth Management, LLC166 clientsWealth manager
    Fidelity 100%
    $616M
  12. 7012
    Nine Thirty Capital Management, LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $615M
  13. 7013
    Freedom DAY Solutions, LLCHouston, TX · 421 clientsWealth manager
    Fidelity Distributors Company 100%
    $615M
  14. 7014
    Meaningful Partners LLCEl Segundo, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $615M
  15. 7015
    H.I.G. Whitehorse Advisers, LLCMiami, FL · 1 clientsAsset manager
    No custodian reported
    $615M
  16. 7016
    Envoy Advisory Inc.Colorado Springs, CO · 1,999 clientsWealth manager
    Matrix Trust 84%
    $615M
  17. 7017
    Financial Alternatives, Inc.La Jolla, CA · 271 clientsWealth manager
    Schwab 62%Fidelity 38%
    $615M
  18. 7018
    Mystic Asset ManagementWarwick, RI · 144 clientsWealth managerHybrid
    Schwab 100%
    $615M
  19. 7019
    Lisc Fund Management, LLCNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $615M
  20. 7020
    Darwin Wealth ManagementTampa, FL · 835 clientsWealth manager
    Goldman Sachs 71%Schwab 26%
    $614M
  21. 7021
    Zega Investments, LLCPalm Beach Gardens, FL · 224 clientsAsset manager
    Schwab 82%
    $614M
  22. 7022
    Blue Owl Strategic Equity Advisors LLCNew York, NY · 1 clientsPrivate fund adviserHybridBlue Owl Securities LLC
    No custodian reported
    $614M
  23. 7023
    Safe Harbor Family Capital, LLCChapel Hill, NC · 12 clientsAsset manager
    Schwab 100%
    $614M
  24. 7024
    Elmind Capital LP3 clientsPrivate fund adviser
    No custodian reported
    $614M
  25. 7025
    Turas Capital ManagementBoston, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $614M
  26. 7026
    Seminal Food and Nutrition Investments, LLCWayne, PA · 9 clientsPrivate fund adviser
    No custodian reported
    $613M
  27. 7027
    Auctus Advisors LLCCharlotte, NC · 218 clientsWealth manager
    Schwab 100%
    $613M
  28. 7028
    Capital A Wealth ManagementCranberry Twp., PA · 1,162 clientsWealth managerWrap sponsorHybrid
    Schwab 95%
    $613M
  29. 7029
    Novi Wealth PartnersPrinceton, NJ · 272 clientsWealth manager
    Schwab 100%
    $613M
  30. 7030
    Wolff Financial Management LLCKalamazoo, MI · 360 clientsWealth managerWrap sponsor
    Schwab 100%
    $613M
  31. 7031
    Atlantic Creek Investment Management, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $612M
  32. 7032
    Wealth Watch Advisors, IncEnglewood, CO · 3,587 clientsWealth manager
    Schwab 100%
    $612M
  33. 7033
    Red Lighthouse Investment Management, LLC110 clientsWealth manager
    Schwab 100%
    $612M
  34. 7034
    Quartz Partners Investment ManagementSaratoga Springs, NY · 772 clientsWealth managerWrap sponsorHybridEtico Partners, LLC, clears through RBC Capital Markets
    RBC 90%
    $612M
  35. 7035
    Catalur Capital Management, LPNew York, NY · 23 clientsPrivate fund adviser
    No custodian reported
    $612M
  36. 7036
    Mulholland Wealth Advisors, LLCScottsdale, AZ · 78 clientsAsset managerHybrid
    Schwab 76%Fidelity 24%
    $612M
  37. 7037
    Highmark Wealth Management LLCSt. Paul, MN · 429 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $612M
  38. 7038
    Financial Security Management, IncLakewood, CO · 1,102 clientsWealth manager
    Schwab 100%
    $612M
  39. 7039
    Steffes Financial, LTDOverland Park, KS · 265 clientsWealth manager
    Schwab 81%
    $611M
  40. 7040
    Arbor Trust Wealth Advisors, LLCAnn Arbor, MI · 441 clientsWealth manager
    Schwab 100%
    $611M

RIAs by state