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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. 11041
    LEE, Kelleher & Klein Wealth Management155 clientsWealth manager
    Schwab 100%
    $252M
  2. 11042
    Winters Financial Group, Inc.Westlake Village, CA · 273 clientsWealth managerHybrid
    Fidelity 100%
    $252M
  3. 11043
    JCP Investment Management, LLCHouston, TX · 11 clientsWealth manager
    Schwab 100%
    $252M
  4. 11044
    Morgan Dempsey Capital Management LLCMilwaukee, WI · 464 clientsWealth manager
    Schwab 53%
    $252M
  5. 11045
    QCA Capital Management IncLos Angeles, CA · 117 clientsBroker-dealer firmHybridQuincy Cass Associates, Incorporated, clears through National Financial Services (Fidelity)
    Fidelity 100%
    $252M
  6. 11046
    DB & C Advisors, LLCHolland, MI · 329 clientsWealth manager
    Raymond James 100%
    $252M
  7. 11047
    Principled Wealth Advisors, LLCCovington, KY · 157 clientsWealth manager
    SEI 100%
    $252M
  8. 11048
    Baird Venture Partners Management Company IV, LLCMilwaukee, WI · 3 clientsPrivate fund adviserHybridRobert W. Baird & Co. Incorporated
    No custodian reported
    $252M
  9. 11049
    Monarch Collective2 clientsPrivate fund adviser
    No custodian reported
    $252M
  10. 11050
    Bradley & Company Private Wealth Management, LLC59 clientsWealth manager
    Fidelity 100%
    $252M
  11. 11051
    Fischer Investment Strategies, LLCWestlake Village, CA · 418 clientsWealth manager
    Schwab 100%
    $252M
  12. 11052
    Murphy Wealth Management GroupFishkill, NY · 384 clientsWealth managerHybrid
    LPL Financial 100%
    $252M
  13. 11053
    Coinshares Asset Management (US) LLCNew York, NY · 3 clientsAsset managerHybridCoinshares Capital LLC
    No custodian reported
    $252M
  14. 11054
    Advanced Financial Strategies IncIrvine, CA · 145 clientsWealth managerHybrid
    Schwab 100%
    $252M
  15. 11055
    Research Financial StrategiesRockville, MD · 533 clientsWealth managerHybrid
    Schwab 88%
    $252M
  16. 11056
    Bridges Capital LLCFort Lauderdale, FL · 69 clientsAsset manager
    Schwab 99%
    $252M
  17. 11057
    Hc2 Capital, LLCDallas, TX · 52 clientsPrivate fund adviser
    No custodian reported
    $252M
  18. 11058
    Aretex Capital Management, LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $252M
  19. 11059
    Riverchase Wealth Management, LLCFlower Mound, TX · 170 clientsWealth manager
    Schwab 100%
    $251M
  20. 11060
    Talisman Wealth Advisors, LLCMountainside, NJ · 141 clientsWealth managerWrap sponsor
    LPL Financial 76%Schwab 24%
    $251M
  21. 11061
    Windward Wealth Strategies, Inc.Oshkosh, WI · 397 clientsWealth manager
    Fidelity 83%
    $251M
  22. 11062
    Graham Capital Wealth Management, LLCWashington, DC · 710 clientsWealth manager
    Fidelity 100%
    $251M
  23. 11063
    Merced Capital, L.P.Minnetonka, MN · 7 clientsPrivate fund adviser
    No custodian reported
    $251M
  24. 11064
    Cassia Capital Partners LLCWinston Salem, NC · 186 clientsWealth manager
    Pershing 100%
    $251M
  25. 11065
    Mariaca Wealth Management, LLCWellington, FL · 288 clientsWealth manager
    Schwab 79%
    $251M
  26. 11066
    Peterson Wealth Management, LLCSparks, NV · 1,144 clientsWealth managerHybrid
    Schwab 100%
    $251M
  27. 11067
    Checks & Balances, Inc.Atlanta, GA · 21 clientsWealth manager
    Schwab 100%
    $251M
  28. 11068
    Team Wealth & Tax AdvisorsTemecula, CA · 366 clientsWealth manager
    Schwab 100%
    $251M
  29. 11069
    Windle WealthOklahoma City, OK · 399 clientsWealth manager
    Altruist 82%
    $251M
  30. 11070
    M Premier PartnersIndian Wells, CA · 251 clientsWealth managerHybrid
    Schwab 100%
    $251M
  31. 11071
    Karlov Street Capital, LLCBoca Raton, FL · 30 clientsPrivate fund adviser
    No custodian reported
    $251M
  32. 11072
    Seek First Inc.Campbell, CA · 86 clientsWealth manager
    Schwab 100%
    $251M
  33. 11073
    AC Investment Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $251M
  34. 11074
    Teton Advisors, LLCGreenwich, CT · 3 clientsAsset managerHybridG.distributors, LLC, G.research, LLC
    No custodian reported
    $251M
  35. 11075
    Blodgett Wealth Advisors, LLC114 clientsWealth manager
    Schwab 100%
    $251M
  36. 11076
    Bios Capital Management, LPFort Worth, TX · 24 clientsPrivate fund adviser
    No custodian reported
    $251M
  37. 11077
    Styre WealthFort Worth, TX · 204 clientsWealth manager
    Schwab 100%
    $251M
  38. 11078
    Liberty Forge LLCBoston, MA · 198 clientsWealth managerHybrid
    Altruist 100%
    $251M
  39. 11079
    Titan Fund Management, LLCAlbuquerque, NM · 4 clientsPrivate fund adviser
    No custodian reported
    $251M
  40. 11080
    Deane Retirement Strategies, Inc.New Orleans, LA · 137 clientsWealth manager
    Schwab 100%
    $251M

RIAs by state