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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. 10721
    Capitol Financial Consultants, Inc.McLean, VA · 107 clientsWealth managerWrap sponsor
    Schwab 100%
    $269M
  2. 10722
    LAS Olas Capital Wealth LLCFort Lauderdale, FL · 47 clientsAsset managerHybridLAS Olas Capital Partners, LLC
    Schwab 58%UMB Financial Services 42%
    $269M
  3. 10723
    AjovistaBoston, MA · 4 clientsAsset manager
    BNY 100%
    $269M
  4. 10724
    Dunn Capital ManagementStuart, FL · 1 clientsPrivate fund adviserHybridDunn Securities, LLC
    No custodian reported
    $269M
  5. 10725
    Diversified Resources, LLCWarwick, RI · 640 clientsBroker-dealer firmHybrid
    SEI 100%
    $269M
  6. 10726
    Dorado Wealth Management LLC76 clientsWealth manager
    No custodian reported
    $269M
  7. 10727
    Schear Investment Advisers, LLCCincinnati, OH · 92 clientsWealth manager
    Schwab 100%
    $269M
  8. 10728
    Peak Financial AdvisorsDenver, CO · 122 clientsWealth manager
    Schwab 100%
    $269M
  9. 10729
    Stonebridge Capital Management IncLos Angeles, CA · 212 clientsWealth manager
    Schwab 100%
    $269M
  10. 10730
    CSR CapitalDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $269M
  11. 10731
    Byrne Asset Management, LLCKingston, NJ · 168 clientsWealth manager
    Schwab 100%
    $269M
  12. 10732
    Awani Capital Management LPWashington, DC · 1 clientsPrivate fund adviser
    No custodian reported
    $269M
  13. 10733
    Andrews Advisory Associates, LLCHonolulu, HI · 263 clientsWealth manager
    Schwab 88%
    $269M
  14. 10734
    Memphis Capital Management, LLCMemphis, TN · 3 clientsPrivate fund adviserHybridStonewall Investments Tennessee Inc.
    No custodian reported
    $269M
  15. 10735
    Remora Capital PartnersNashville, TN · 1 clientsAsset manager
    No custodian reported
    $269M
  16. 10736
    Athos Private Wealth LLCHolladay, UT · 146 clientsWealth manager
    Schwab 100%
    $268M
  17. 10737
    Astra Wealth PartnersJersey City, NJ · 138 clientsWealth manager
    Schwab 100%
    $268M
  18. 10738
    Sage Investment Advisers LLCWappingers Falls, NY · 307 clientsWealth managerWrap sponsor
    Schwab 100%
    $268M
  19. 10739
    CWS Capital Partners LLCNewport Beach, CA · 28 clientsPrivate fund adviserHybridClayton, Williams & Sherwood Investments
    No custodian reported
    $268M
  20. 10740
    JMK & Associates, LLCSpokane, WA · 1,453 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $268M
  21. 10741
    Karl KapitalSan Francisco, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $268M
  22. 10742
    BPM Wealth Advisors, LLCSan Francisco, CA · 59 clientsAsset managerHybrid
    Fidelity 69%Schwab 31%
    $268M
  23. 10743
    Invested AdvisorsState College, PA · 283 clientsWealth manager
    Fidelity 85%
    $268M
  24. 10744
    Reliant Investment Partners, LLCPinehurst, NC · 696 clientsWealth manager
    Raymond James 100%
    $268M
  25. 10745
    Viewpoint Capital ManagementSeattle, WA · 125 clientsWealth manager
    Schwab 100%
    $268M
  26. 10746
    Tradelink Capital LLCChicago, IL · 2 clientsPrivate fund adviserAffiliated broker-dealerTradelink Securities, LLC, Tradelink Worldwide LTD
    No custodian reported
    $268M
  27. 10747
    Soviero Asset Management, LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $268M
  28. 10748
    Variant Private Wealth LLCTysons, VA · 205 clientsWealth managerWrap sponsor
    Fidelity 100%
    $267M
  29. 10749
    Riverplace Capital Management IncJacksonville, FL · 165 clientsWealth manager
    Schwab 100%
    $267M
  30. 10750
    Matriarch Wealth Management, LLC71 clientsWealth manager
    Schwab 100%
    $267M
  31. 10751
    Retirementadvice | JKAAnaheim, CA · 256 clientsWealth manager
    Schwab 100%
    $267M
  32. 10752
    LAS Olas Capital Advisors, LLCFort Lauderdale, FL · 7 clientsPrivate fund adviserHybridLAS Olas Capital Partners, LLC
    Schwab 100%
    $267M
  33. 10753
    C.m.bidwell & Associates LTD165 clientsWealth manager
    Schwab 75%First Hawaiian Bank 25%
    $267M
  34. 10754
    Arsenal Capital Advisors LLCConshohocken, PA · 97 clientsWealth manager
    Schwab 90%
    $267M
  35. 10755
    Terra Partners Asset ManagementNaxxar, Malta · 3 clientsPrivate fund adviser
    No custodian reported
    $267M
  36. 10756
    WIN Advisors, IncPalm Beach Gardens, FL · 1,941 clientsWealth managerHybridAbacus Investments, Inc., GWN Securities Inc., clears through Hilltop Securities
    Pershing 100%
    $267M
  37. 10757
    Lionhunter Capital Management LLCNew York, NYWealth manager
    Schwab 100%
    $267M
  38. 10758
    GQG Private Capital Solutions LLCTacoma, WA · 4 clientsPrivate fund adviserHybrid
    No custodian reported
    $267M
  39. 10759
    Decathlon Capital Management II, LLCPark City, UT · 4 clientsPrivate fund adviser
    No custodian reported
    $267M
  40. 10760
    Prosser Creek Asset Management LLCCorte Madera, CA · 3 clientsAsset manager
    Fidelity 100%
    $267M

RIAs by state