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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. 10681
    Rahlfs Capital, LLC15 clientsWealth manager
    Bank of Texas, N.A. Private Wealth Trust Group 56%Schwab 44%
    $272M
  2. 10682
    SK Advisor Network, LLCPlano, TX · 185 clientsWealth managerWrap sponsor
    Schwab 75%Fidelity 25%
    $272M
  3. 10683
    True Blue Financial, LLCStevensville, MI · 575 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $272M
  4. 10684
    Eastgate Capital Advisors LLCWinnetka, IL · 55 clientsWealth manager
    Schwab 100%
    $271M
  5. 10685
    Wilmington Trust Asset Management, LLCWilmington, DE · 5 clientsPrivate fund adviserAffiliated broker-dealerM&t Securities, Inc.
    No custodian reported
    $271M
  6. 10686
    Round Hill Asset Management IncPasadena, CA · 186 clientsWealth manager
    Schwab 100%
    $271M
  7. 10687
    Parsonex Advisory Services, Inc.Englewood, CO · 331 clientsBroker-dealer firmHybridParsonex Capital Markets, LLC, Parsonex Securities, Inc.
    No custodian reported
    $271M
  8. 10688
    Healthpointcapital Management, LLCSan Diego, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $271M
  9. 10689
    Hutner Capital Management Inc.Manchester, VT · 120 clientsWealth manager
    Pershing 74%BNY 26%
    $271M
  10. 10690
    OFG Financial Services, Inc.Topeka, KS · 855 clientsBroker-dealer firmHybrid
    No custodian reported
    $271M
  11. 10691
    Palisades Investment Partners, LLCEl Segundo, CA · 92 clientsAsset managerHybrid
    J.P. Morgan 51%State Street 49%
    $271M
  12. 10692
    Councilmark Asset Management, LLCKnoxville, TN · 28 clientsWealth manager
    Schwab 100%
    $271M
  13. 10693
    CBG & Company, Inc.Fishers, IN · 211 clientsWealth manager
    Schwab 79%
    $271M
  14. 10694
    Hallador Investment Advisors, Inc.Reno, NV · 16 clientsPrivate fund adviser
    Fidelity 100%
    $271M
  15. 10695
    Daus Financial Group, LLCKalamazoo, MI · 327 clientsWealth manager
    Schwab 100%
    $271M
  16. 10696
    Baypointe Partners, LLCStamford, CT · 4 clientsAsset manager
    No custodian reported
    $271M
  17. 10697
    PAN Global Advisers, LLCNewport Beach, CA · 20 clientsAsset manager
    Schwab 100%
    $270M
  18. 10698
    Financial FuturesBrielle, NJ · 206 clientsWealth manager
    Schwab 100%
    $270M
  19. 10699
    Private Investor Club LLC39 clientsPrivate fund adviser
    No custodian reported
    $270M
  20. 10700
    Prota FinancialHouston, TX · 673 clientsWealth manager
    Schwab 100%
    $270M
  21. 10701
    Foundation Energy ManagementAddison, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $270M
  22. 10702
    Corps Capital Advisors, LLCSouthlake, TX · 19 clientsWealth manager
    Fidelity 100%
    $270M
  23. 10703
    Sage Financial Advisors Inc.Scottsdale, AZ · 115 clientsWealth manager
    Schwab 100%
    $270M
  24. 10704
    Raffles Capital Management, LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $270M
  25. 10705
    The Jenkins GroupAlbany, GA · 251 clientsWealth managerHybrid
    LPL Financial 100%
    $270M
  26. 10706
    Kaleido Capital Partners LimitedHong Kong, Hong Kong · 2 clientsAsset manager
    Morgan Stanley 60%Goldman Sachs 40%
    $270M
  27. 10707
    Tillridge Global Agribusiness PartnersDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $270M
  28. 10708
    Evart, Young & Hobbs Investment ManagementRedwood City, CA · 240 clientsWealth manager
    Schwab 100%
    $270M
  29. 10709
    Beringea, LLCFarmington Hills, MI · 4 clientsPrivate fund adviser
    No custodian reported
    $270M
  30. 10710
    Ervin Investment Management98 clientsWealth manager
    Schwab 100%
    $270M
  31. 10711
    Alpha Zero LLCBoca Raton, FL · 422 clientsWealth managerHybrid
    Schwab 100%
    $270M
  32. 10712
    Client First Capital, LLC73 clientsWealth manager
    Fidelity 100%
    $270M
  33. 10713
    Hawke Financial GroupMeridian, ID · 571 clientsWealth managerHybrid
    Schwab 100%
    $270M
  34. 10714
    Wallace Advisory Group, LLCLafayette, CA · 87 clientsWealth managerHybrid
    Schwab 100%
    $269M
  35. 10715
    Mader & Shannon Wealth ManagementKansas City, MO · 375 clientsWealth managerHybrid
    Schwab 100%
    $269M
  36. 10716
    Hardy & Hardy Co LLCLima, OH · 272 clientsWealth managerHybrid
    LPL Financial 73%Aegon USA Securities 27%
    $269M
  37. 10717
    Atlas Fiduciary Services, Inc.Concord, NH · 132 clientsAsset managerHybrid
    Bpas 54%Transamerica Capital 30%
    $269M
  38. 10718
    Prosperity Wealth Planning LLCIrvine, CA · 173 clientsWealth manager
    Schwab 100%
    $269M
  39. 10719
    VRM Penzini Capital L.L.C.San Juan, PR · 12 clientsPrivate fund adviser
    No custodian reported
    $269M
  40. 10720
    Barr Financial Services, LLCWinter Park, FL · 253 clientsWealth managerHybrid
    SEI 100%
    $269M

RIAs by state