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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. 10881
    Wovenearth Ventures, LLC3 clientsPrivate fund adviser
    No custodian reported
    $260M
  2. 10882
    Ridgeline Wealth Planning LLCCenterville, OH · 443 clientsWealth manager
    Schwab 100%
    $260M
  3. 10883
    Churchill Ncpe Advisor LLCNew York, NY · 1 clientsPrivate fund adviserHybridNuveen Securities, LLC
    No custodian reported
    $259M
  4. 10884
    Storyone Family OfficeOverland Park, KS · 135 clientsWealth manager
    Raymond James 100%
    $259M
  5. 10885
    Braeburn Wealth Management, LLCMuskegon, MI · 454 clientsWealth manager
    Fidelity 100%
    $259M
  6. 10886
    Private Wealth Consulting, LLC143 clientsWealth manager
    Schwab 100%
    $259M
  7. 10887
    Cohen Investment Advisors, LLCBedford, NH · 251 clientsWealth manager
    Pershing 100%
    $259M
  8. 10888
    Global Financial Advisory Services, Inc.Valencia, CA · 296 clientsWealth manager
    Schwab 100%
    $259M
  9. 10889
    Elevation Wealth Management179 clientsWealth manager
    Fidelity 100%
    $259M
  10. 10890
    Ishara Investments LPLos Angeles, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $259M
  11. 10891
    Davis Capital ManagementJacksonville, FL · 232 clientsWealth manager
    Schwab 100%
    $259M
  12. 10892
    Kure Advisory, LLCPlymouth, MN · 401 clientsWealth manager
    Schwab 100%
    $259M
  13. 10893
    Incline Global Management, LLCNew York, NY · 4 clientsPrivate fund adviser
    Marex Capital Markets 100%
    $259M
  14. 10894
    AN Exceptional Life Financial, LLCIndianapolis, IN · 378 clientsWealth manager
    Fidelity 80%
    $259M
  15. 10895
    Revel Wealth ManagementElmwood Park, NJ · 49 clientsWealth manager
    Schwab 100%
    $259M
  16. 10896
    Cobblestone Asset ManagementRichmond, VA · 432 clientsWealth managerHybrid
    No custodian reported
    $259M
  17. 10897
    Northern Lights Advisors, Inc.Seattle, WA · 123 clientsWealth manager
    Schwab 100%
    $259M
  18. 10898
    724 Capital, LLC1,270 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $259M
  19. 10899
    Corinthian Capital Group, LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $259M
  20. 10900
    GK Wealth Management LLCReno, NV · 534 clientsWealth manager
    Schwab 100%
    $259M
  21. 10901
    Pacific Capital AssociatesSan Diego, CA · 497 clientsWealth managerHybrid
    Schwab 100%
    $259M
  22. 10902
    Shaker InvestmentsBeachwood, OH · 130 clientsWealth manager
    Schwab 100%
    $259M
  23. 10903
    Triton Financial Group, IncOklahoma City, OK · 313 clientsWealth manager
    Schwab 100%
    $259M
  24. 10904
    Ables, Iannone, Moore & Associates, Inc.Savannah, GA · 409 clientsWealth manager
    Pershing 100%
    $259M
  25. 10905
    Financial Institution Services, LLC332 clientsWealth manager
    Fidelity 100%
    $259M
  26. 10906
    Steel Tower InvestmentsPittsburgh, PA · 68 clientsWealth managerAffiliated broker-dealerHBK Sorce Brokerage LLC
    Schwab 86%
    $259M
  27. 10907
    Equity Wealth Partners, LLCIndependence, MO · 939 clientsWealth managerHybrid
    Raymond James 100%
    $259M
  28. 10908
    AFT, Forsyth and Company, Inc.Jupiter, FL · 71 clientsWealth manager
    Schwab 100%
    $259M
  29. 10909
    Redwood Family Wealth LLCPlano, TX · 235 clientsWealth managerHybrid
    Raymond James 100%
    $259M
  30. 10910
    Nabity-Jensen Investment Management, Inc.Omaha, NE · 92 clientsWealth managerHybrid
    Schwab 100%
    $258M
  31. 10911
    Geosphere Capital Management, LLCMiami Beach, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $258M
  32. 10912
    Bush Wealth ManagementValdosta, GA · 496 clientsWealth manager
    Schwab 100%
    $258M
  33. 10913
    McDonough Capital Management, Inc.Orlando, FL · 293 clientsWealth managerHybrid
    Schwab 100%
    $258M
  34. 10914
    Horizons Wealth ManagementAsheville, NC · 286 clientsWealth manager
    Schwab 100%
    $258M
  35. 10915
    Koenig Investment Advisory, LLCAshland, OR · 293 clientsWealth manager
    Schwab 100%
    $258M
  36. 10916
    Bruce G. Allen Investments, LLCDenver, CO · 132 clientsWealth managerHybrid
    Schwab 100%
    $258M
  37. 10917
    Profits Plus Capital Management, LLCNampa, ID · 1 clientsPrivate fund adviser
    No custodian reported
    $258M
  38. 10918
    Pluscios Management LLCEvanston, IL · 6 clientsPrivate fund adviser
    No custodian reported
    $258M
  39. 10919
    Malvern Capital ManagementMalvern, PA · 133 clientsWealth manager
    Fidelity 88%
    $258M
  40. 10920
    Kamichu Wealth Management LLC20 clientsWealth manager
    Fidelity 100%
    $258M

RIAs by state