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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. 10561
    Lexington Hill Partners, LLCDallas, TX · 57 clientsWealth manager
    Schwab 70%Fidelity 30%
    $278M
  2. 10562
    Edenbrook Capital, LLCMount Kisco, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $278M
  3. 10563
    Guardian Asset Advisors, LLCMechanicsburg, PA · 1,201 clientsWealth managerHybrid
    Schwab 100%
    $278M
  4. 10564
    International Money Matters PVT LTDBengaluru, Karnataka, India · 646 clientsWealth manager
    No custodian reported
    $278M
  5. 10565
    Beacon Capital, LLCCedar Rapids, IA · 629 clientsWealth manager
    Schwab 100%
    $278M
  6. 10566
    Beacon Wealth Consultants, Inc.Roanoke, VA · 537 clientsWealth manager
    Schwab 100%
    $278M
  7. 10567
    Citadel Investment Advisory Inc118 clientsWealth manager
    No custodian reported
    $278M
  8. 10568
    Ironwood Investment Management, LLCBoston, MA · 289 clientsWealth manager
    Schwab 100%
    $278M
  9. 10569
    Spectrum Financial ManagementSan Rafael, CA · 150 clientsWealth manager
    Schwab 100%
    $278M
  10. 10570
    Future PositiveNew York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $278M
  11. 10571
    First Financial Advisory Services IncWesterly, RI · 521 clientsWealth managerHybrid
    Pershing 100%
    $278M
  12. 10572
    Foronjy FinancialSanta Barbara, CA · 187 clientsWealth manager
    LPL Financial 73%Fidelity 23%
    $278M
  13. 10573
    Midtown Investment Advisors LLCMiami, FL · 11 clientsPrivate fund adviser
    No custodian reported
    $278M
  14. 10574
    Accordant Advisory Group, Inc.Annapolis, MD · 189 clientsWealth managerWrap sponsor
    Raymond James 100%
    $278M
  15. 10575
    Auspicious Financial Planning, LLCSan Ramon, CA · 193 clientsWealth managerWrap sponsor
    Schwab 100%
    $278M
  16. 10576
    Claren Road Private Credit Solutions LLCNew York, NYAsset manager
    Barclays Bank PLC 72%J.P. Morgan 28%
    $278M
  17. 10577
    Macco Financial Group, Inc.Green Bay, WI · 322 clientsWealth manager
    Raymond James 100%
    $278M
  18. 10578
    Oasis AdvisorsForest City, IA · 5,051 clientsWealth managerHybrid
    Fidelity 100%
    $278M
  19. 10579
    Heritage HoldingBoston, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $278M
  20. 10580
    Harbor Island Capital LLCTopsfield, MA · 14 clientsWealth manager
    Schwab 100%
    $278M
  21. 10581
    Universal Financial Advisors, LLCSt. Louis, MO · 331 clientsWealth managerHybrid
    Schwab 100%
    $277M
  22. 10582
    Teucrium Investment Advisors, LLCBurlington, VT · 13 clientsAsset managerHybrid
    No custodian reported
    $277M
  23. 10583
    HBE Wealth Management, LLCLincoln, NE · 258 clientsWealth manager
    Fidelity 100%
    $277M
  24. 10584
    Kilter Group413 clientsWealth manager
    Schwab 100%
    $277M
  25. 10585
    Delta Capital Management, LLCMaitland, FL · 108 clientsAsset manager
    No custodian reported
    $277M
  26. 10586
    Tyner Capital Management Investment Counsel, Inc.Signal Mountain, TN · 63 clientsWealth manager
    Schwab 100%
    $277M
  27. 10587
    Milestone Investments, Inc.Charlotte, NC · 91 clientsBroker-dealer firmHybrid
    Schwab 100%
    $277M
  28. 10588
    Buckman Advisory Group LLCLittle Silver, NJ · 868 clientsWealth managerWrap sponsorHybridBuckman, Buckman & Reid, Inc.
    RBC 100%
    $277M
  29. 10589
    Planguide FinancialSouthlake, TX · 10 clientsAsset manager
    Tiaa-Cref Individual & Institutional Services 100%
    $277M
  30. 10590
    Dominion Portfolio Management, Inc.Tampa, FL · 782 clientsWealth managerHybridCalton & Associates, Inc.
    Hilltop Securities 59%Franklin Distributors 41%
    $277M
  31. 10591
    Wilmington Capital Securities, LLCGarden City, NY · 177 clientsBroker-dealer firmHybridWilmington Capital Securities, LLC
    No custodian reported
    $277M
  32. 10592
    Johkim Capital Partners Management LLCDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $277M
  33. 10593
    The Retirement Guys FormulaMaumee, OH · 1,155 clientsWealth managerHybridPeak Brokerage Services, LLC, clears through Wells Fargo Clearing Services
    Schwab 100%
    $277M
  34. 10594
    Walleye Partners LLCMadison, WI · 93 clientsWealth manager
    Schwab 100%
    $277M
  35. 10595
    JFR Financial Services, Inc.Trenton, MI · 597 clientsWealth managerHybrid
    Fidelity 100%
    $277M
  36. 10596
    Westbourne Investments, Inc.Alexandria, VA · 175 clientsWealth manager
    Schwab 92%
    $276M
  37. 10597
    Centerpoint Advisory Group, LLCOverland Park, KS · 276 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $276M
  38. 10598
    Hazelview Securities (US) LLCNew York, NY · 4 clientsAsset manager
    BNY 80%
    $276M
  39. 10599
    Episteme CapitalLondon, United Kingdom · 22 clientsPrivate fund adviser
    No custodian reported
    $276M
  40. 10600
    Simplifi, Inc.San Diego, CA · 301 clientsWealth manager
    Schwab 100%
    $276M

RIAs by state