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Est. 2026The front page of wealth managementNew York

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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

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  1. 11521
    Woodfield Financial Advisors, Inc.Deer Park, IL · 395 clientsWealth manager
    No custodian reported
    $230M
  2. 11522
    Scratch CapitalBoise, ID · 162 clientsWealth manager
    Schwab 100%
    $230M
  3. 11523
    MOS Capital, Inc.120 clientsWealth manager
    Fidelity 100%
    $230M
  4. 11524
    Chicago Investment Advisory Council, Inc.St. Charles, IL · 1,105 clientsWealth managerHybrid
    Schwab 100%
    $230M
  5. 11525
    Grantvest Financial Group LLCMatawan, NJ · 630 clientsWealth managerHybrid
    Schwab 100%
    $230M
  6. 11526
    Primoris Wealth Advisors, LLCNorth Palm Beach, FL · 429 clientsWealth manager
    Fidelity 100%
    $230M
  7. 11527
    Granite Islands Private Wealth, LLCGuilford, CT · 491 clientsWealth managerHybrid
    Fidelity 100%
    $230M
  8. 11528
    Lionshead Wealth Management, LLCNew York, NY · 107 clientsWealth manager
    Schwab 100%
    $230M
  9. 11529
    Bowside Capital, LLCCharleston, SC · 3 clientsPrivate fund adviser
    No custodian reported
    $230M
  10. 11530
    Wlth Capital Management, LLCChandler, AZ · 81 clientsWealth manager
    Schwab 69%Fidelity 31%
    $230M
  11. 11531
    Montgomery FinancialOcean City, MD · 952 clientsWealth manager
    Schwab 86%
    $230M
  12. 11532
    Tableaux WealthGreat Barrington, MA · 209 clientsWealth manager
    Fidelity 63%Schwab 37%
    $230M
  13. 11533
    Cygnus Capital Advisors, LLCAtlanta, GA · 1 clientsAsset manager
    Fidelity 100%
    $230M
  14. 11534
    Bradford Financial CenterClarion, IA · 710 clientsWealth managerHybrid
    Schwab 100%
    $230M
  15. 11535
    Turner Financial Group, Inc.Pace, FL · 620 clientsWealth managerHybrid
    Schwab 76%Goldman Sachs 24%
    $230M
  16. 11536
    Vima, LLCTroy, MI · 1,182 clientsWealth manager
    Pershing 100%
    $229M
  17. 11537
    Formulate Financial LLC47 clientsWealth manager
    No custodian reported
    $229M
  18. 11538
    Lonetree Capital, LLCNew York, NY · 5 clientsPrivate fund adviserAffiliated broker-dealerLeonis Securities, LLC
    No custodian reported
    $229M
  19. 11539
    Rightwealth Advisors, LLCMiamisburg, OH · 249 clientsWealth managerHybrid
    Raymond James 100%
    $229M
  20. 11540
    Booster, LLCBaltimore, MD · 190 clientsAsset manager
    Ascensus Financial Services, LLC. 100%
    $229M
  21. 11541
    Sterling Investment Advisors,llcBolivar, MO · 269 clientsWealth manager
    Fidelity 100%
    $229M
  22. 11542
    Powell WealthCornelius, NC · 108 clientsWealth manager
    Fidelity 100%
    $229M
  23. 11543
    Antonelli Financial Advisors, LLCGrosse Pointe, MI · 193 clientsWealth manager
    Fidelity 86%
    $229M
  24. 11544
    Velvet Sea VenturesWest Palm Beach, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $229M
  25. 11545
    Gideon Capital, LLCLos Angeles, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $229M
  26. 11546
    Hippocratic Financial AdvisorsWestlake Village, CA · 382 clientsWealth manager
    Schwab 100%
    $229M
  27. 11547
    Reflection Asset Management72 clientsAsset manager
    Schwab 100%
    $229M
  28. 11548
    Forsyth Street Asset Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $229M
  29. 11549
    Hemisphere Partners LLCNew York, NY · 40 clientsWealth manager
    Morgan Stanley 53%J.P. Morgan 37%
    $229M
  30. 11550
    Dilation Capital Management LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $229M
  31. 11551
    Bayesian Capital Management, LP1 clientsPrivate fund adviser
    No custodian reported
    $229M
  32. 11552
    Campion Asset Management, LLCFairfax, VA · 111 clientsWealth manager
    Schwab 100%
    $229M
  33. 11553
    LSB Wealth ManagementAnkeny, IA · 383 clientsWealth managerBank-affiliatedHybrid
    LPL Financial 51%Fifth Third Securities 49%
    $229M
  34. 11554
    DFC Preferred Advisors LLCBozeman, MT · 1 clientsAsset managerHybridDestra Capital Investments LLC
    No custodian reported
    $229M
  35. 11555
    J W Korth & CompanyLansing, MI · 12 clientsBroker-dealer firmHybridJ.W. Korth & Company, Limited Partnership
    Pershing 56%RBC 44%
    $229M
  36. 11556
    Westview Investment AdvisorsBurlington, VT · 165 clientsWealth manager
    Fidelity 54%Schwab 46%
    $229M
  37. 11557
    X Advisors, LLCSanta Maria, CA · 659 clientsBroker-dealer firmHybrid
    Schwab 100%
    $229M
  38. 11558
    Atlasmark Financial, Inc.Austin, TX · 133 clientsWealth manager
    Fidelity 100%
    $229M
  39. 11559
    Calderwood Financial Strategies, Inc.Houston, TX · 69 clientsAsset manager
    Fidelity 64%SEI 36%
    $229M
  40. 11560
    Bruce Colin and Company28 clientsWealth manager
    Schwab 100%
    $229M

RIAs by state