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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. 10801
    Wallace Hart Capital ManagementLexington, KY · 230 clientsWealth manager
    Raymond James 100%
    $264M
  2. 10802
    Hudson Canyon Capital ManagementNew York, NY · 4 clientsAsset manager
    No custodian reported
    $264M
  3. 10803
    Highstone GroupRichmond, VA · 174 clientsWealth managerHybrid
    No custodian reported
    $264M
  4. 10804
    Arka Capital A.M. LTDAsset manager
    No custodian reported
    $264M
  5. 10805
    Welch Investment Group, LLCGrants Pass, OR · 405 clientsWealth manager
    Schwab 100%
    $264M
  6. 10806
    Bankplus Wealth AdvisorsJackson, MS · 645 clientsWealth managerBank-affiliatedHybrid
    Schwab 100%
    $264M
  7. 10807
    Guidestream Financial, Inc.Spring Arbor, MI · 882 clientsWealth manager
    Pershing 100%
    $263M
  8. 10808
    Myecfo187 clientsWealth manager
    Schwab 100%
    $263M
  9. 10809
    Chokshi & Queen Wealth AdvisorsSan Diego, CA · 682 clientsWealth manager
    Schwab 100%
    $263M
  10. 10810
    Harmony Point Wealth Advisors, Inc.Irvine, CA · 272 clientsWealth managerHybrid
    Assetmark 96%
    $263M
  11. 10811
    Millbank Dartmoor Portsmouth LLCAsheville, NCAsset manager
    BNY 100%
    $263M
  12. 10812
    Gallagher Capital Advisors, LLC302 clientsWealth manager
    Schwab 100%
    $263M
  13. 10813
    Crestwood Capital Management, L.P.New York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $263M
  14. 10814
    JC Capital Advisors Group LLCStamford, CT · 215 clientsWealth manager
    No custodian reported
    $263M
  15. 10815
    Cibra Capital LLC3 clientsPrivate fund adviser
    No custodian reported
    $263M
  16. 10816
    Coastal Investment Company, LLCWinter Park, FL · 41 clientsPrivate fund adviser
    No custodian reported
    $263M
  17. 10817
    Lewis & Clark Partners, LLCSt. Louis, MO · 8 clientsPrivate fund adviser
    No custodian reported
    $263M
  18. 10818
    Nerdwallet Wealth Partners, LLCNew York, NY · 694 clientsWealth managerPublic-company owned
    Schwab 100%
    $263M
  19. 10819
    Redwood Financial NetworkSolon, OH · 1,019 clientsWealth managerHybrid
    LPL Financial 100%
    $263M
  20. 10820
    Semus Wealth Partners, LLCBoca Raton, FL · 147 clientsWealth managerWrap sponsor
    Schwab 100%
    $263M
  21. 10821
    Salus Financial Advisors365 clientsWealth manager
    Fidelity 86%
    $263M
  22. 10822
    Newport Wealth Advisors, Inc.Newport Beach, CA · 1,193 clientsBroker-dealer firmHybrid
    Schwab 100%
    $263M
  23. 10823
    Tamalpais Asset ManagementLarkspur, CA · 264 clientsWealth managerHybrid
    Schwab 100%
    $263M
  24. 10824
    Empery Asset Management, LPNew York City, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $262M
  25. 10825
    Waterstone Financial Advisory LLCFort Myers, FL · 291 clientsWealth manager
    Fidelity 100%
    $262M
  26. 10826
    Stark Wealth Management LLCBethlehem, PA · 531 clientsWealth manager
    SEI 96%
    $262M
  27. 10827
    Private Financial CounselingLos Angeles, CA · 254 clientsWealth manager
    Schwab 100%
    $262M
  28. 10828
    Horizon Financial Services, LLCWinston Salem, NC · 395 clientsWealth manager
    Schwab 100%
    $262M
  29. 10829
    Charleston Financial Advisors, LLCCharleston, SC · 203 clientsWealth manager
    Schwab 100%
    $262M
  30. 10830
    Brucke Financial, Inc.754 clientsWealth manager
    Schwab 100%
    $262M
  31. 10831
    Accion Impact Management LLCWashington, DC · 5 clientsPrivate fund adviser
    Kotak Mahindra Bank 100%
    $262M
  32. 10832
    5c AdvisorNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $262M
  33. 10833
    Spruce Point Capital Management, LLCRiverhead, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $262M
  34. 10834
    Timecapital Investor Advisory Services IncPort Jefferson Station, NY · 217 clientsWealth managerHybridTimecapital Securities Corporation
    Pershing 100%
    $262M
  35. 10835
    Team Financial StrategiesAbilene, TX · 292 clientsWealth manager
    Fidelity 86%
    $262M
  36. 10836
    AG Dillon Asset Management LPNew York, NY · 28 clientsPrivate fund adviser
    No custodian reported
    $262M
  37. 10837
    Allied Asset Advisors IncHometown, IL · 1 clientsAsset managerHybrid
    No custodian reported
    $262M
  38. 10838
    Bradford Financial Services Corp577 clientsWealth managerHybridOsaic Wealth, Inc.
    No custodian reported
    $262M
  39. 10839
    Room40 Capital LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $262M
  40. 10840
    Kiplinger Wealth AdvisorsSpringboro, OH · 434 clientsWealth managerWrap sponsorHybrid
    Altruist 95%
    $262M

RIAs by state