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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. 11201
    Stirlingshire InvestmentsNew York, NY · 1,071 clientsWealth managerHybridStirlingshire BD LLC
    Apex Fintech 100%
    $245M
  2. 11202
    Boyce & Associates Wealth Consulting, Inc.Cedar Park, TX · 268 clientsWealth manager
    Schwab 100%
    $245M
  3. 11203
    City Different InvestmentsSanta Fe, NM · 105 clientsWealth manager
    Schwab 75%Fidelity 25%
    $244M
  4. 11204
    Lederer & Associates Investment CounselLong Beach, CA · 137 clientsWealth manager
    Schwab 100%
    $244M
  5. 11205
    Gulfstream CM, LLCSummit, NJ · 25 clientsPrivate fund adviserHybridMountainside Securities LLC, clears through Pershing
    Pershing 100%
    $244M
  6. 11206
    Bazis Private Wealth, LLCOmaha, NE · 210 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $244M
  7. 11207
    Bandera PartnersBrooklyn, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $244M
  8. 11208
    TYR Capital Advisors, LLCOverland Park, KS · 3 clientsPrivate fund adviser
    No custodian reported
    $244M
  9. 11209
    Shorevest Partners, LTD.Tortola, British Virgin Islands · 3 clientsPrivate fund adviser
    No custodian reported
    $244M
  10. 11210
    Richardson Wealth (USA) LimitedToronto, Ontario, Canada · 262 clientsWealth managerAffiliated broker-dealerRichardson Wealth Limited
    No custodian reported
    $244M
  11. 11211
    Ares Financial Consulting LLCCalabasas, CA · 289 clientsWealth manager
    Fidelity 48%Schwab 34%
    $244M
  12. 11212
    Invera Wealth Advisors LLC139 clientsWealth manager
    Raymond James 100%
    $244M
  13. 11213
    Legacy Solutions, LLCKennett Square, PA · 249 clientsWealth managerHybrid
    Schwab 100%
    $244M
  14. 11214
    Abundant Wealth Management LLCStamford, CT · 187 clientsWealth managerHybrid
    SEI 100%
    $244M
  15. 11215
    Foundation Capital Management, LLCEast Norriton, PA · 595 clientsWealth managerHybrid
    Schwab 100%
    $244M
  16. 11216
    Stegent Equity Advisors Inc.Houston, TX · 91 clientsWealth manager
    Schwab 100%
    $244M
  17. 11217
    Pinnacle Wealth Management Group, Inc.Plymouth, MI · 209 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $244M
  18. 11218
    Evergreen Capital Associates LLCPlainsboro, NJ · 9 clientsPrivate fund adviser
    No custodian reported
    $244M
  19. 11219
    Brahma Management LLC5 clientsPrivate fund adviser
    No custodian reported
    $244M
  20. 11220
    Prattes Wealth PartnersNewport Beach, CA · 105 clientsWealth manager
    Schwab 73%Interactive Brokers 27%
    $244M
  21. 11221
    Pursue Wealth Partners, LLC31 clientsWealth managerHybrid
    Raymond James 100%
    $243M
  22. 11222
    JRE Advisors LLCNew York, NY · 37 clientsPrivate fund adviser
    No custodian reported
    $243M
  23. 11223
    Exit Wealth AdvisorsAlpharetta, GA · 229 clientsWealth manager
    Schwab 100%
    $243M
  24. 11224
    Rinaldi Wealth Management, Inc.Bonita Springs, FL · 363 clientsWealth manager
    Schwab 99%
    $243M
  25. 11225
    Capstone Wealth Management Group, Inc.Bend, OR · 255 clientsWealth manager
    Pershing 100%
    $243M
  26. 11226
    Retirewise Tax and Wealth Advisors, Inc.Topeka, KS · 294 clientsWealth manager
    Schwab 100%
    $243M
  27. 11227
    210 FinancialMorton, IL · 1,001 clientsWealth manager
    Schwab 88%
    $243M
  28. 11228
    Zephyr Wealth ManagementWestlake Village, CA · 242 clientsBroker-dealer firmHybrid
    Schwab 100%
    $243M
  29. 11229
    Matthias Private Wealth, LLCWinter Park, FL · 46 clientsWealth manager
    Schwab 100%
    $243M
  30. 11230
    Blue Spark Capital AdvisorsNew York, NY · 87 clientsWealth manager
    Schwab 100%
    $243M
  31. 11231
    Blalock Williams, LLCAlexander City, AL · 272 clientsWealth manager
    Schwab 79%
    $243M
  32. 11232
    Chiron Capital Management, LLCTallahassee, FL · 912 clientsWealth managerWrap sponsor
    Schwab 100%
    $243M
  33. 11233
    Little Harbor Advisors, LLCMarblehead, MA · 4 clientsAsset managerHybrid
    No custodian reported
    $243M
  34. 11234
    Cladis Investment Advisory LLCBillings, MT · 119 clientsWealth manager
    Wells Fargo 89%
    $243M
  35. 11235
    Rayburn West Financial ServicesNashville, TN · 142 clientsWealth manager
    Schwab 100%
    $243M
  36. 11236
    Seminole Advisory Services, LLCBellair Bluffs, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $243M
  37. 11237
    Waypoint Wealth ManagementTimonium, MD · 207 clientsWealth manager
    Schwab 100%
    $242M
  38. 11238
    Munn Wealth Management, LLCMaumee, OH · 745 clientsWealth manager
    TradePMR / Robinhood 68%
    $242M
  39. 11239
    Bain Capital Public Equity, LPBoston, MA · 4 clientsPrivate fund adviserAffiliated broker-dealerBain Capital Markets, LLC
    No custodian reported
    $242M
  40. 11240
    Anson AnalyticsTyrone, GA · 117 clientsWealth manager
    Fidelity 85%
    $242M

RIAs by state