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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. 10401
    Schulhoff & Co IncCincinnati, OH · 90 clientsWealth manager
    Fidelity 100%
    $286M
  2. 10402
    RPC Private Wealth, LLCHinsdale, IL · 331 clientsWealth manager
    Schwab 79%
    $286M
  3. 10403
    JlensNew York, NY · 3 clientsAsset manager
    No custodian reported
    $286M
  4. 10404
    N.L.C. LLCBoca Raton, FL · 15 clientsPrivate fund adviserHybrid
    No custodian reported
    $286M
  5. 10405
    The Holland Group, Retirement Wealth Advisors, LLCClearwater, FL · 755 clientsWealth managerWrap sponsor
    Fidelity 100%
    $286M
  6. 10406
    Synchronous Wealth Advisors LLC61 clientsWealth manager
    Fidelity 100%
    $286M
  7. 10407
    Lotusgroup AdvisorsDenver, CO · 186 clientsWealth manager
    Schwab 100%
    $286M
  8. 10408
    Preston Wealth Advisors, LLC.Reston, VA · 394 clientsWealth manager
    Schwab 100%
    $286M
  9. 10409
    Wesbanco Securities, Inc.St Clairsville, OH · 1,627 clientsBroker-dealer firmHybrid
    Pershing 58%SEI 42%
    $286M
  10. 10410
    Sanchez Gaunt Capital Management, LLCReno, NV · 830 clientsWealth manager
    Assetmark Brokerage 100%
    $286M
  11. 10411
    Financial Forum, Inc.Spokane, WA · 572 clientsWealth managerWrap sponsor
    Schwab 100%
    $286M
  12. 10412
    Gridiron Partners, LLCWexford, PA · 68 clientsAsset manager
    PNC Bank 49%BNY 36%
    $286M
  13. 10413
    Rivercrest Capital Management LLCFort Worth, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $286M
  14. 10414
    Omnistar Financial Group, Inc.Wilmington, NC · 261 clientsWealth manager
    Fidelity 100%
    $286M
  15. 10415
    Gold Medal Waters, Inc.145 clientsWealth manager
    Altruist 100%
    $286M
  16. 10416
    Eden Global Advisors LLCNew York, NY · 3 clientsPrivate fund adviserHybridEden Global Capital Partners LLC
    No custodian reported
    $286M
  17. 10417
    Integrity Wealth Advisors, Inc.Ventura, CA · 832 clientsWealth manager
    Schwab 100%
    $285M
  18. 10418
    The Palmer Knight CompanyJacksonville, FL · 163 clientsWealth manager
    TradePMR / Robinhood 100%
    $285M
  19. 10419
    Fingerlakes Wealth Management, Inc.Ithaca, NY · 592 clientsWealth managerHybrid
    Schwab 87%
    $285M
  20. 10420
    Ayrshire Capital Management LLCWestport, CT · 111 clientsWealth manager
    Schwab 71%Fidelity 29%
    $285M
  21. 10421
    Oaktrust Wealth Advisors, LLC236 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $285M
  22. 10422
    Tencap Wealth CoachingSouth Jordan, UT · 753 clientsWealth manager
    Altruist 100%
    $285M
  23. 10423
    Pandora Wealth, Inc.Las Vegas, NV · 109 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $285M
  24. 10424
    Mosaic Wealth Management LLCBloomington, IN · 199 clientsWealth managerWrap sponsor
    Raymond James 100%
    $285M
  25. 10425
    Physician Family Financial Advisors IncBeaverton, OR · 376 clientsWealth manager
    Betterment 100%
    $285M
  26. 10426
    Pearson Creek Capital Management LLCChicago, IL · 21 clientsAsset manager
    Commerce Brokerage Services 78%
    $285M
  27. 10427
    Capital Financial PlannersSalem, OR · 221 clientsWealth managerWrap sponsor
    Assetmark Trust 73%Schwab 27%
    $285M
  28. 10428
    Kane Company Wealth Management, Inc.Johnston, IA · 198 clientsWealth manager
    Schwab 100%
    $285M
  29. 10429
    Oak Advisors, LLCBluffton, SC · 163 clientsWealth manager
    Schwab 100%
    $285M
  30. 10430
    Cornerstone Wealth Management GroupGreeneville, TN · 582 clientsWealth managerWrap sponsor
    Schwab 100%
    $285M
  31. 10431
    Oath Planning, LLCTulsa, OK · 502 clientsWealth manager
    Fidelity 60%Altruist 32%
    $285M
  32. 10432
    Lighthouse RetirementPonte Vedra, FL · 182 clientsWealth manager
    Interactive Brokers 55%Schwab 45%
    $285M
  33. 10433
    Sound Stewardship, LLCOverland Park, KS · 190 clientsWealth manager
    Fidelity Distributors Company 73%Schwab 27%
    $285M
  34. 10434
    Open Window Financial Solutions, LTD.Reno, NV · 101 clientsWealth manager
    Fidelity 100%
    $284M
  35. 10435
    Full in PartnersNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $284M
  36. 10436
    Maxwell Street Capital Partners, LPEvanston, IL · 4 clientsPrivate fund adviser
    No custodian reported
    $284M
  37. 10437
    Benningfield Financial Advisors, LLCSan Francisco, CA · 48 clientsWealth manager
    Fidelity 100%
    $284M
  38. 10438
    Demian Capital1 clientsBroker-dealer firm
    Banque Pictet ET CIE 100%
    $284M
  39. 10439
    Glashofer Financial Advisors163 clientsWealth manager
    Schwab 100%
    $284M
  40. 10440
    Momentus Manager LLCArlington, VA · 3 clientsPrivate fund adviserAffiliated broker-dealerMomentus Securities LLC
    No custodian reported
    $284M

RIAs by state