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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. 11801
    Griffith & Werner, Inc.Canton, GA · 336 clientsWealth manager
    Schwab 100%
    $219M
  2. 11802
    Strategic Planning Group, Inc.Wellesley, MA · 265 clientsWealth manager
    RBC 100%
    $219M
  3. 11803
    Miami Valley Portfolio Management IncBrookville, OH · 738 clientsWealth managerHybrid
    SEI 74%Stonex Financial 26%
    $219M
  4. 11804
    Park Square Financial Group LLCRoswell, GA · 430 clientsWealth managerWrap sponsor
    Fidelity 82%
    $219M
  5. 11805
    CSC Upshot Ventures Management, LLCPalo Alto, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $219M
  6. 11806
    Ripple Effect Asset Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $218M
  7. 11807
    Great Hill AdvisoryPort Washington, NY · 118 clientsWealth manager
    Schwab 99%
    $218M
  8. 11808
    Alpha Financial Advisors, LLCMcLean, VA · 156 clientsWealth manager
    Schwab 100%
    $218M
  9. 11809
    Butler Hall Capital LLCLos Angeles, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $218M
  10. 11810
    Piper Heartland Healthcare Capital, LLCMinneapolis, MN · 1 clientsPrivate fund adviserHybridPiper Sandler & Co.
    No custodian reported
    $218M
  11. 11811
    Irth Capital Management, LPNew York, NY · 5 clientsAsset manager
    Goldman Sachs 53%J.P. Morgan 25%
    $218M
  12. 11812
    Strategic Asset Management LLC.Rochester, MN · 231 clientsWealth managerHybrid
    Schwab 100%
    $218M
  13. 11813
    Highpass Asset Management LLCDenver, CO · 95 clientsWealth manager
    Fidelity 100%
    $218M
  14. 11814
    Integrated Wealthcare, LLCDurham, NC · 143 clientsWealth manager
    Schwab 100%
    $218M
  15. 11815
    Manuka Financial56 clientsWealth manager
    Schwab 100%
    $218M
  16. 11816
    Sahara Investment GroupLas Vegas, NV · 3 clientsAsset manager
    No custodian reported
    $218M
  17. 11817
    Rockbridge Asset Management, LLCAlexandria, VA · 58 clientsWealth manager
    Fidelity 89%
    $218M
  18. 11818
    Allstreet Capital LLCLos Angeles, CA · 120 clientsWealth managerWrap sponsor
    Fidelity 100%
    $218M
  19. 11819
    Jackson Hill Advisors, LLCHouston, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $218M
  20. 11820
    Ironclad Investments LLCMaitland, FL · 1 clientsAsset manager
    No custodian reported
    $218M
  21. 11821
    Madden Funds ManagementOak Park, IL · 167 clientsWealth manager
    Fidelity Distributors Company 100%
    $218M
  22. 11822
    Arrow Wealth Advisory LLC31 clientsAsset manager
    Schwab 52%J.P. Morgan 48%
    $218M
  23. 11823
    Oppvest, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $218M
  24. 11824
    Dobson Asset ManagementPetaluma, CA · 158 clientsWealth manager
    Schwab 100%
    $218M
  25. 11825
    Cedrus Wealth GroupAndover, MN · 550 clientsWealth manager
    Raymond James 100%
    $218M
  26. 11826
    Prescott Advisors, LLCDallas, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $218M
  27. 11827
    Enspyre Wealth Advisors, Inc.Woodbury, MN · 133 clientsWealth manager
    No custodian reported
    $218M
  28. 11828
    Mara River Capital Management, LPCoral Gables, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $218M
  29. 11829
    Sound Financial Strategies Group, LLCMadison, MS · 593 clientsWealth managerHybrid
    Raymond James 57%Schwab 43%
    $218M
  30. 11830
    Parker Financial Advisors LLCHouston, TX · 81 clientsWealth manager
    Schwab 100%
    $218M
  31. 11831
    Affinity Wealth LLCCanton, OH · 317 clientsWealth manager
    SEI 89%
    $218M
  32. 11832
    Callahan Capital ManagementSteamboat Springs, CO · 389 clientsWealth manager
    Schwab 100%
    $217M
  33. 11833
    Presidio Wealth ManagementMidvale, UT · 380 clientsWealth manager
    Schwab 100%
    $217M
  34. 11834
    Advanced Portfolio StrategiesTorrance, CA · 471 clientsWealth manager
    Schwab 100%
    $217M
  35. 11835
    White Rock CapitalDallas, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $217M
  36. 11836
    Wealthtrust Asset Management, LLCDestin, FL · 256 clientsWealth managerWrap sponsor
    Schwab 100%
    $217M
  37. 11837
    Ciovacco Capital Management222 clientsWealth manager
    Schwab 100%
    $217M
  38. 11838
    Sheridan Capital Management, LLC116 clientsWealth manager
    Schwab 100%
    $217M
  39. 11839
    Grange Capital, LLCBeaverton, OR · 259 clientsWealth manager
    Schwab 68%Fidelity 32%
    $217M
  40. 11840
    New Horizon Financial Strategies, LLCIthaca, NY · 261 clientsWealth manager
    Fidelity 58%
    $217M

RIAs by state