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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. 8401
    CIC Partners Management LLCDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $438M
  2. 8402
    Cayside PartnersJupiter, FL · 69 clientsWealth manager
    Fidelity 100%
    $438M
  3. 8403
    Fischer Investment Group, Inc.Pittsford, NY · 210 clientsWealth manager
    No custodian reported
    $438M
  4. 8404
    Access Financial Services, Inc.Minneapolis, MN · 322 clientsWealth managerHybrid
    Schwab 99%
    $438M
  5. 8405
    Skylar Capital Management LPHouston, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $438M
  6. 8406
    The Lloyd Advisory GroupSuwanee, GA · 1,262 clientsWealth managerWrap sponsor
    Fidelity 97%
    $438M
  7. 8407
    Note Advisors, LLCBuffalo, NY · 542 clientsWealth manager
    Schwab 100%
    $437M
  8. 8408
    Herbert J. Sims Capital Management, Inc.Fairfield, CT · 350 clientsWealth managerWrap sponsorHybridHerbert J. Sims & Co, Inc.
    Pershing 100%
    $437M
  9. 8409
    Peachtree Wealth Advisors, IncAtlanta, GA · 503 clientsWealth managerHybrid
    Fidelity 100%
    $437M
  10. 8410
    Practice Financial GroupJacksonville, OR · 474 clientsAsset manager
    Schwab 89%
    $437M
  11. 8411
    Fogel Capital Management IncStuart, FL · 263 clientsWealth manager
    Schwab 100%
    $437M
  12. 8412
    Ndure Global LLC23 clientsWealth manager
    No custodian reported
    $437M
  13. 8413
    August Wealth Advisors LLCWestport, CT · 319 clientsWealth manager
    Schwab 100%
    $437M
  14. 8414
    Blueprint Investing LLCSan Francisco, CA · 42 clientsWealth manager
    Schwab 79%
    $436M
  15. 8415
    Westend Capital Management, LLC.Sausalito, CA · 331 clientsWealth manager
    Schwab 99%
    $436M
  16. 8416
    Financial Asset Management CorpChappaqua, NY · 204 clientsWealth manager
    Schwab 100%
    $436M
  17. 8417
    Ravenswood Partners LPMcLean, VA · 10 clientsAsset manager
    State Street 100%
    $436M
  18. 8418
    Chapel Hill Investment Analysts IncGreensburg, PA · 1,411 clientsWealth manager
    No custodian reported
    $436M
  19. 8419
    Muhlenkamp & Co IncWexford, PA · 69 clientsAsset managerHybrid
    Schwab 100%
    $436M
  20. 8420
    OFF Road Capital Management LLCNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $436M
  21. 8421
    Precision Financial ServicesMine Hill, NJ · 528 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $436M
  22. 8422
    Princeton Capital Management LLCRed Bank, NJ · 184 clientsWealth manager
    Schwab 89%
    $435M
  23. 8423
    Advisorstrust Partners LLCRaleigh, NC · 184 clientsWealth managerHybrid
    Schwab 56%Fidelity 44%
    $435M
  24. 8424
    Fundsmith Partners US LLCStamford, CT · 2 clientsPrivate fund adviserHybrid
    No custodian reported
    $435M
  25. 8425
    Mmhp Investment AdvisorsThomasville, GA · 336 clientsWealth manager
    Schwab 100%
    $435M
  26. 8426
    Fefa FinancialSaint Louis, MO · 1,686 clientsWealth managerWrap sponsor
    Schwab 100%
    $435M
  27. 8427
    Family Capital ManagementGrand Rapids, MI · 499 clientsWealth managerHybrid
    Schwab 100%
    $435M
  28. 8428
    Horrell Capital Management, Inc.Little Rock, AR · 81 clientsWealth manager
    BNY 52%Schwab 48%
    $435M
  29. 8429
    Brandon Financial Planning, Inc.Memphis, TN · 252 clientsWealth managerHybrid
    Schwab 100%
    $435M
  30. 8430
    Seven Fleet Capital Management LP4 clientsPrivate fund adviser
    No custodian reported
    $435M
  31. 8431
    Carmel Capital Partners, LLCSan Diego, CA · 263 clientsWealth manager
    Schwab 100%
    $434M
  32. 8432
    Comprehensive Financial Planning, Inc.East Petersburg, PA · 592 clientsWealth manager
    Schwab 100%
    $434M
  33. 8433
    Mutual of America Life Insurance CompanyNew York, NY · 21 clientsAsset managerHybridMutual of America Securities LLC
    No custodian reported
    $434M
  34. 8434
    Spark Investment Management LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $434M
  35. 8435
    Sestante Family OfficeCoronado, CA · 16 clientsWealth manager
    Schwab 87%
    $434M
  36. 8436
    Plan A Wealth, LLCLincoln, NE · 658 clientsWealth managerHybrid
    Schwab 100%
    $434M
  37. 8437
    Retire AgileHermantown, MN · 188 clientsWealth managerWrap sponsor
    Schwab 71%Fidelity 29%
    $434M
  38. 8438
    L1 Capital Global Inc.Miami Beach, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $434M
  39. 8439
    Santori & PetersCanonsburg, PA · 199 clientsWealth manager
    Schwab 100%
    $433M
  40. 8440
    Waypoint Wealth Counsel LLCAtlanta, GA · 176 clientsWealth manager
    Schwab 81%
    $433M

RIAs by state