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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. 8281
    Harbour Group Industries, Inc.St. Louis, MO · 4 clientsPrivate fund adviser
    No custodian reported
    $448M
  2. 8282
    Merit Capital Partners VI, LLCChicago, IL · 3 clientsPrivate fund adviser
    No custodian reported
    $448M
  3. 8283
    Adkins Seale Capital Management LLCShreveport, LA · 140 clientsWealth managerWrap sponsor
    Schwab 100%
    $448M
  4. 8284
    Advocates Wealth PlanningHouston, TX · 193 clientsWealth manager
    Schwab 100%
    $448M
  5. 8285
    Cadence Wealth Management LLCWestborough, MA · 696 clientsWealth managerHybrid
    Schwab 100%
    $448M
  6. 8286
    Hardin Capital Partners, LLCGreenville, SC · 520 clientsWealth manager
    Schwab 100%
    $448M
  7. 8287
    Kerrisdale Capital Management, LLCMiami Beach, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $448M
  8. 8288
    Armstrong DixonBaltimore, MD · 294 clientsWealth managerHybrid
    LPL Financial 100%
    $448M
  9. 8289
    Petra Financial Advisors IncColorado Springs, CO · 378 clientsWealth manager
    Schwab 57%Fidelity 22%
    $447M
  10. 8290
    Flagship Private WealthWoburn, MA · 601 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $447M
  11. 8291
    Stephenson and Company, Inc.San Clemente, CA · 265 clientsWealth manager
    Schwab 57%SEI 43%
    $447M
  12. 8292
    Leslie Global Wealth, LLCItasca, IL · 385 clientsWealth managerHybrid
    LPL Financial 95%
    $447M
  13. 8293
    United Advisors AmericaProsper, TX · 2,809 clientsWealth manager
    Schwab 100%
    $447M
  14. 8294
    Oak Lane AdvisorsCenterville, UT · 932 clientsWealth manager
    Schwab 100%
    $446M
  15. 8295
    L. K. Benson & Company, P.C.Timonium, MD · 103 clientsWealth manager
    Schwab 100%
    $446M
  16. 8296
    Bracco Asset ManagementPurchase, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $446M
  17. 8297
    Peak Wealth Management, LLCPlymouth, MI · 643 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $446M
  18. 8298
    DRC Investment Advisors, LLCSanta Monica, CA · 6 clientsAsset manager
    No custodian reported
    $446M
  19. 8299
    Roberts Wealth Advisors, LLCMenlo Park, CA · 150 clientsWealth manager
    Schwab 100%
    $446M
  20. 8300
    Beaton Management Co IncHaverhill, MA · 153 clientsWealth manager
    UBS 65%Pershing 35%
    $446M
  21. 8301
    Brigham Royalties Management, LLCAustin, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $446M
  22. 8302
    Arcadia Wealth Management, LLCManchester, NH · 669 clientsWealth manager
    Fidelity 100%
    $446M
  23. 8303
    Mindset Wealth Management, LLCIndianapolis, IN · 277 clientsWealth manager
    Schwab 100%
    $445M
  24. 8304
    Maxim Financial Advisors LLCNew York, NY · 775 clientsWealth managerWrap sponsorHybridMaxim Group LLC
    Pershing 100%
    $445M
  25. 8305
    N1 AdvisorsNewark, DE · 214 clientsWealth manager
    Schwab 100%
    $445M
  26. 8306
    4x4 CapitalNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $445M
  27. 8307
    Spectrum Wealth Advisory Group, LLCGranite Bay, CA · 670 clientsWealth managerHybrid
    LPL Financial 100%
    $445M
  28. 8308
    CWC Advisors, LLCLake Oswego, OR · 232 clientsAsset manager
    Schwab 100%
    $445M
  29. 8309
    Beaconlight Capital, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $445M
  30. 8310
    Ssb&t Wealth Management, LLCFredericksburg, TX · 168 clientsAsset manager
    No custodian reported
    $445M
  31. 8311
    Lefavi Wealth ManagementSalt Lake City, UT · 576 clientsWealth managerWrap sponsorHybridBruce A. Lefavi Securities, Inc.
    Schwab 100%
    $445M
  32. 8312
    Robinson Smith Wealth Advisors, LLCSouth Portland, ME · 232 clientsWealth manager
    Schwab 100%
    $445M
  33. 8313
    Kenter Canyon Capital, LLC12 clientsPrivate fund adviser
    No custodian reported
    $445M
  34. 8314
    Flower City Capital LLCPittsford, NY · 230 clientsWealth manager
    Schwab 100%
    $445M
  35. 8315
    Westriver Management, LLCSeattle, WA · 27 clientsPrivate fund adviser
    No custodian reported
    $444M
  36. 8316
    Cornerstone Portfolio Research3 clientsAsset manager
    Schwab 94%
    $444M
  37. 8317
    CM Investment Partners, LLCNew York, NY · 5 clientsAsset managerHybridICM Nominees Holdings Limited, Investcorp Asia Services Private Limited
    No custodian reported
    $444M
  38. 8318
    Carlisle Tax Credit Advisors6 clientsPrivate fund adviser
    No custodian reported
    $444M
  39. 8319
    Sage Residential Management LLCMorristown, NJ · 3 clientsPrivate fund adviser
    No custodian reported
    $444M
  40. 8320
    Noble Wealth Management P.B.C.Greenwood Village, CO · 201 clientsWealth manager
    Schwab 100%
    $444M

RIAs by state