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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. 10761
    Woodside Wealth ManagementSudbury, MA · 110 clientsWealth manager
    Schwab 100%
    $267M
  2. 10762
    Live Oak Investment PartnersAustin, TX · 331 clientsWealth managerHybrid
    Fidelity 100%
    $266M
  3. 10763
    Dynamic Wealth Group1 clientsAsset manager
    No custodian reported
    $266M
  4. 10764
    Harbour Wealth Management Group, Inc.Daniel Island, SC · 137 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $266M
  5. 10765
    Wisniewski Wealth ManagementDallas, TX · 273 clientsWealth manager
    Schwab 100%
    $266M
  6. 10766
    Tassel Capital Management, IncMatthews, NC · 245 clientsWealth manager
    Fidelity 100%
    $266M
  7. 10767
    Retirement Planology, Inc.Alexandria, VA · 60 clientsAsset manager
    Empower Financial Services 61%
    $266M
  8. 10768
    Garnett Advisors, LLCDenton, TX · 7 clientsAsset manager
    Frost Brokerage Services 61%
    $266M
  9. 10769
    Road Capital Management LP6 clientsPrivate fund adviser
    No custodian reported
    $266M
  10. 10770
    Cerda Munoz Advisors, IncWhittier, CA · 675 clientsWealth manager
    Schwab 100%
    $266M
  11. 10771
    Brentview Investment Management, LLCRosemont, IL · 309 clientsAsset manager
    No custodian reported
    $266M
  12. 10772
    Raven Music Partners LLCPalm Beach Gardens, FL · 7 clientsPrivate fund adviser
    No custodian reported
    $265M
  13. 10773
    Thinagee Investments Inc.Bethesda, MD · 40 clientsWealth manager
    SEI 51%Schwab 49%
    $265M
  14. 10774
    Bernzott Capital AdvisorsCamarillo, CA · 214 clientsWealth manager
    Fidelity 100%
    $265M
  15. 10775
    Spraker West Wealth Management, IncWinter Park, FL · 144 clientsWealth manager
    Schwab 100%
    $265M
  16. 10776
    Ih2 Advisors & CompanyWilmington, DE · 3 clientsAsset manager
    No custodian reported
    $265M
  17. 10777
    Demeter Tactical Investments Corp.Prospect, KY · 396 clientsWealth manager
    Schwab 100%
    $265M
  18. 10778
    Livello Capital Management LPNew York, NY · 6 clientsPrivate fund adviser
    Goldman Sachs 100%
    $265M
  19. 10779
    The Dala Group, LLCHoffman Estates, IL · 262 clientsWealth managerWrap sponsor
    Schwab 100%
    $265M
  20. 10780
    Gordian Advisors, LLCTucson, AZ · 103 clientsWealth manager
    Schwab 100%
    $265M
  21. 10781
    Echelon GroupBoise, ID · 115 clientsAsset managerHybrid
    Schwab 100%
    $265M
  22. 10782
    Cornerstone AdvisorsTopeka, KS · 470 clientsWealth manager
    Schwab 100%
    $265M
  23. 10783
    Bright Wealth Management, LLCLewisville, TX · 180 clientsWealth manager
    Schwab 100%
    $265M
  24. 10784
    Kize Capital LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $265M
  25. 10785
    Dayah Capital LLCStamford, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $265M
  26. 10786
    Innova AdvisorsCoral Gables, FL · 41 clientsAsset managerHybridAtlantis Global Investors, Auerbach Grayson & Company LLC
    Morgan Stanley 61%Raymond James 39%
    $265M
  27. 10787
    Sender Company & Partners, Inc.New York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $265M
  28. 10788
    Evergreen Private WealthGreenwood Village, CO · 170 clientsWealth managerWrap sponsor
    Fidelity 99%
    $265M
  29. 10789
    Birch Financial GroupKeene, NH · 192 clientsWealth manager
    Altruist 90%
    $265M
  30. 10790
    Vantage Wealth PlanningReno, NV · 406 clientsWealth manager
    Schwab 100%
    $265M
  31. 10791
    C.W. O'conner Wealth Advisors, Inc.Duluth, GA · 135 clientsWealth manager
    Fidelity 100%
    $265M
  32. 10792
    BNB Wealth Mangagement, LLCSilver Spring, MD · 480 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $265M
  33. 10793
    Imperium Wealth Management, LLCSan Antonio, TX · 186 clientsWealth managerWrap sponsor
    Schwab 100%
    $265M
  34. 10794
    Wyze Wealth Advisors, LLCCanonsburg, PA · 138 clientsWealth manager
    Schwab 100%
    $265M
  35. 10795
    Fuller Investment Management CompanyPasadena, CA · 73 clientsPrivate fund adviser
    Schwab 100%
    $264M
  36. 10796
    The Salient Zarvona Energy Fund GP, L.P.Houston, TX · 4 clientsPrivate fund adviserHybridSalient Capital L.P.
    No custodian reported
    $264M
  37. 10797
    Patricof CoNew York, NY · 35 clientsPrivate fund adviser
    No custodian reported
    $264M
  38. 10798
    ROI FinancialBeaverton, OR · 283 clientsWealth manager
    Schwab 100%
    $264M
  39. 10799
    Optimus Capital Advisors, LLCCoppell, TX · 194 clientsWealth manager
    Schwab 100%
    $264M
  40. 10800
    Wilon Wealth ManagementUrbandale, IA · 354 clientsWealth managerHybrid
    SEI 100%
    $264M

RIAs by state