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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. 10361
    Palisade InfrastructureNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $288M
  2. 10362
    Worth Asset ManagementDallas, TX · 333 clientsWealth managerHybrid
    Schwab 100%
    $288M
  3. 10363
    Echo Wealth Management, LLCPlymouth, MN · 144 clientsWealth manager
    Schwab 100%
    $288M
  4. 10364
    Innova Wealth Partners, LLCNewtown, PA · 521 clientsWealth manager
    Schwab 100%
    $288M
  5. 10365
    Kanani Advisory Group Inc.Irvine, CA · 598 clientsWealth manager
    Fidelity 75%Schwab 25%
    $288M
  6. 10366
    Moelis Asset Catalyst PartnersSt Louis, MO · 2 clientsPrivate fund adviserAffiliated broker-dealerMoelis & Company LLC
    No custodian reported
    $288M
  7. 10367
    Financial Independence, LLCWarwick, RI · 279 clientsWealth manager
    Fidelity 100%
    $288M
  8. 10368
    Capital Cities InvestmentsIndianapolis, IN · 476 clientsWealth managerHybrid
    Schwab 100%
    $288M
  9. 10369
    Optivise Advisory Services LLCFranklin, TN · 1,233 clientsWealth managerHybrid
    Schwab 100%
    $288M
  10. 10370
    Factorpoint Planning, LLCPittsford, NY · 141 clientsWealth manager
    Schwab 100%
    $288M
  11. 10371
    Southwest Money Management Inc5 clientsAsset manager
    Stifel 79%
    $288M
  12. 10372
    Grand Central Music3 clientsPrivate fund adviser
    No custodian reported
    $288M
  13. 10373
    Liquid Capital Management LLCLos Angeles, CA · 3 clientsPrivate fund adviserHybridRainmaker Securities, LLC
    No custodian reported
    $288M
  14. 10374
    Broadlight Capital Management, LLCGreenwich, CT · 6 clientsPrivate fund adviserHybrid
    No custodian reported
    $288M
  15. 10375
    One Wealth MAP, LLCLas Vegas, NV · 223 clientsWealth manager
    No custodian reported
    $287M
  16. 10376
    Burkholder & Associates, LLCWashington, DC · 93 clientsWealth managerHybrid
    Fidelity 100%
    $287M
  17. 10377
    Martin Nelson & Co., Inc.Seattle, WA · 422 clientsBroker-dealer firmHybrid
    Schwab 100%
    $287M
  18. 10378
    Valtrion Capital Management, LLCFranklin, TN · 188 clientsWealth managerBank-affiliated
    Schwab 57%Fidelity 43%
    $287M
  19. 10379
    Pinnacle Partner Management LLCSeattle, WA · 13 clientsPrivate fund adviser
    No custodian reported
    $287M
  20. 10380
    Valley Financial GroupAmbler, PA · 508 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $287M
  21. 10381
    The Gores Group, LLCBeverly Hills, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $287M
  22. 10382
    Rice Financial Consulting, Inc.Los Gatos, CA · 369 clientsWealth manager
    Schwab 65%Axos 35%
    $287M
  23. 10383
    Kaizen Financial Strategies, LLCPleasanton, CA · 284 clientsWealth managerWrap sponsor
    Schwab 100%
    $287M
  24. 10384
    Teeple Snyder Newsome Wealth & Tax ManagementBrownsburg, IN · 606 clientsWealth manager
    Schwab 100%
    $287M
  25. 10385
    Perini CapitalCarlsbad, NM · 71 clientsPrivate fund adviser
    U.S. Bank 100%
    $287M
  26. 10386
    McBeath Financial GroupNormal, IL · 237 clientsWealth manager
    Schwab 100%
    $287M
  27. 10387
    Pathways Wealth Management, Inc.508 clientsWealth manager
    Fidelity 100%
    $287M
  28. 10388
    GAP Asset Management, LLCSouth Bend, IN · 2 clientsPrivate fund adviser
    No custodian reported
    $287M
  29. 10389
    Lynx Capital Group LTD71 clientsWealth manager
    Fidelity 100%
    $287M
  30. 10390
    Alchemi Wealth, LLCEssex, CT · 1,136 clientsWealth manager
    Schwab 100%
    $287M
  31. 10391
    Skyview Financial Group, LLCPonte Vedra Beach, FL · 362 clientsWealth managerWrap sponsor
    Fidelity Distributors Company 100%
    $287M
  32. 10392
    Otto & Associates, Inc.Norwich, VT · 152 clientsWealth manager
    Schwab 100%
    $287M
  33. 10393
    Vila, LLCSan Francisco, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $287M
  34. 10394
    J.F. Williams Co., Inc.Denver, CO · 144 clientsWealth manager
    Schwab 100%
    $286M
  35. 10395
    Tritonpoint Partners, LLCChevy Chase, MD · 74 clientsWealth manager
    Fidelity 100%
    $286M
  36. 10396
    BAU AdvisorsMiami, FL · 11 clientsPrivate fund adviser
    No custodian reported
    $286M
  37. 10397
    The Foundation Investment GroupLafayette, CA · 151 clientsWealth managerHybrid
    Schwab 100%
    $286M
  38. 10398
    JIM Saulnier & Associates, LLCFort Collins, CO · 184 clientsWealth manager
    Schwab 100%
    $286M
  39. 10399
    Shaker Financial ServicesAnnapolis, MD · 329 clientsWealth manager
    No custodian reported
    $286M
  40. 10400
    Lehrer Financial & Economic Advisory ServicesHouston, TX · 9 clientsAsset manager
    No custodian reported
    $286M

RIAs by state