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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. 9961
    Aspen Wealth Strategies, LLCArvada, CO · 363 clientsWealth manager
    Fidelity 100%
    $312M
  2. 9962
    Topel & Distasi Wealth Management, LLCBerkeley, CA · 223 clientsWealth manager
    Schwab 61%Fidelity 39%
    $312M
  3. 9963
    Monere Wealth Management, Inc.Schaumburg, IL · 500 clientsBroker-dealer firmHybridMonere Investments, Inc.
    No custodian reported
    $312M
  4. 9964
    Glass Wealth Management Co., LLCSan Antonio, TX · 367 clientsWealth manager
    Fidelity 100%
    $312M
  5. 9965
    Lake Whillans Capital Partners LLCPlano, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $312M
  6. 9966
    NfwmPlano, TX · 79 clientsWealth managerWrap sponsor
    Schwab 73%Fidelity 25%
    $312M
  7. 9967
    Tilia Holdings, LLCChicago, IL · 3 clientsPrivate fund adviser
    No custodian reported
    $312M
  8. 9968
    Sunrise Manager LLCWest Palm Beach, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $312M
  9. 9969
    IwealthWaseca, MN · 714 clientsWealth managerHybrid
    SEI 88%
    $312M
  10. 9970
    Miller CapitalTroy, MI · 76 clientsWealth manager
    Schwab 100%
    $312M
  11. 9971
    APS Wealth Management, LLCMelville, NY · 180 clientsAsset manager
    Schwab 63%Ascensus Trust 37%
    $312M
  12. 9972
    Lyon Wealth AdvisorsCharlotte, NC · 225 clientsAsset manager
    Schwab 73%Empower Financial Services 27%
    $311M
  13. 9973
    Griffiths, Dreher & Evans, P.s., CpasSpokane, WA · 915 clientsWealth manager
    Schwab 100%
    $311M
  14. 9974
    Optimist Ventures LLCNew York, NY · 2 clientsPrivate fund adviserHybrid
    No custodian reported
    $311M
  15. 9975
    BG America LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $311M
  16. 9976
    Cravens & Company Wealth ManagementCookeville, TN · 227 clientsWealth manager
    Schwab 100%
    $311M
  17. 9977
    401k Investment ProfessionalsWaunakee, WI · 137 clientsAsset manager
    Vanguard 100%
    $311M
  18. 9978
    Malaga Cove Capital, LLCPalos Verdes Estates, CA · 228 clientsWealth manager
    Schwab 100%
    $311M
  19. 9979
    Mission Financial Group, LLCLas Vegas, NV · 376 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $311M
  20. 9980
    Spring Mountain Capital, LPNew York, NY · 5 clientsPrivate fund adviser
    Interactive Brokers 100%
    $311M
  21. 9981
    Level Ventures Management LLCSunny Isles Beach, FL · 12 clientsPrivate fund adviser
    No custodian reported
    $311M
  22. 9982
    TRP Capital Advisors VI, LLCBirmingham, MI · 6 clientsPrivate fund adviser
    No custodian reported
    $311M
  23. 9983
    Waypoint Capital Partners, LLCStamford, CT · 10 clientsAsset manager
    No custodian reported
    $311M
  24. 9984
    Constellation Capital Management LLC3 clientsPrivate fund adviser
    No custodian reported
    $311M
  25. 9985
    Prospect Hill Growth Partners, L.P.Waltham, MA · 6 clientsPrivate fund adviser
    No custodian reported
    $311M
  26. 9986
    Two Point Capital Management, Inc.Pittsford, NY · 106 clientsWealth manager
    Fidelity 100%
    $311M
  27. 9987
    Excel Wealth Management, LLCManchester, CT · 326 clientsAsset managerHybrid
    Mid-Atlantic Securities 83%
    $310M
  28. 9988
    General Equity Holdings LPBrooklyn, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $310M
  29. 9989
    Guardian Investment ManagementTiburon, CA · 53 clientsWealth manager
    Schwab 57%Merrill / Bank of America 28%
    $310M
  30. 9990
    O15 Capital Partners, LLCAtlanta, GA · 2 clientsPrivate fund adviser
    No custodian reported
    $310M
  31. 9991
    Kensington Investment CounselLong Beach, CA · 115 clientsWealth manager
    No custodian reported
    $310M
  32. 9992
    PTM Wealth Management, LLCNorth Wales, PA · 164 clientsWealth manager
    Schwab 100%
    $310M
  33. 9993
    Invicta Advisors LLCOakmont, PA · 1,163 clientsBroker-dealer firmHybridInvicta Capital LLC
    No custodian reported
    $310M
  34. 9994
    Hudson Advisor Services, Inc.Buffalo, NY · 286 clientsWealth manager
    Fidelity Distributors Company 84%
    $310M
  35. 9995
    Chesapeake Financial AdvisorsTowson, MD · 287 clientsWealth manager
    Schwab 100%
    $310M
  36. 9996
    H. C. Denison Co.Sheboygan, WI · 343 clientsBroker-dealer firmHybrid
    Hilltop Securities 100%
    $310M
  37. 9997
    American Wealth Management, Inc.Alpharetta, GA · 565 clientsWealth manager
    Raymond James 83%
    $310M
  38. 9998
    MFA Wealth ServicesThousand Oaks, CA · 224 clientsWealth managerHybrid
    No custodian reported
    $310M
  39. 9999
    NRI Wealth Management, LLCSanta Clara, CA · 290 clientsWealth manager
    Schwab 100%
    $310M
  40. 10000
    Bill OPP Fixed Income Advisory Service, LLC2 clientsAsset manager
    No custodian reported
    $310M

RIAs by state