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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. 11841
    Costello Financial Planning, Inc.117 clientsWealth manager
    Schwab 100%
    $217M
  2. 11842
    Polaris Investment Advisors, LLCFramingham, MA · 138 clientsWealth manager
    Fidelity 100%
    $217M
  3. 11843
    Thor Financial TechnologiesGreensburg, PA · 2 clientsAsset manager
    No custodian reported
    $217M
  4. 11844
    Tucker's Farm5 clientsPrivate fund adviser
    No custodian reported
    $217M
  5. 11845
    Cutter Financial Group LLCFalmouth, MA · 521 clientsWealth manager
    Fidelity 100%
    $217M
  6. 11846
    Paladin FinancialArden Hills, MN · 518 clientsWealth managerHybridGradient Securities, LLC
    Schwab 100%
    $217M
  7. 11847
    Strategic Retirement Advisors, LLCElk Grove, CA · 945 clientsWealth manager
    No custodian reported
    $217M
  8. 11848
    Lifetime Wealth Management P.C.Rockwall, TX · 119 clientsWealth manager
    Schwab 98%
    $217M
  9. 11849
    Ledgewood Wealth Advisors, LLCExeter, NH · 98 clientsWealth manager
    Pershing 100%
    $217M
  10. 11850
    Etre LLCCambridge, MA · 60 clientsWealth manager
    Fidelity 100%
    $217M
  11. 11851
    Blackridge Asset Management, LLCJupiter, FL · 2,433 clientsWealth managerHybridPeak Brokerage Services, LLC, Thurston, Springer, Miller, Herd & Titak, Inc., clears through Wells Fargo Clearing Services
    Schwab 100%
    $217M
  12. 11852
    The Simmons Partnership, IncTowson, MD · 308 clientsWealth manager
    Schwab 100%
    $217M
  13. 11853
    FFG Retirement CounselingCentennial, CO · 156 clientsWealth managerWrap sponsor
    Schwab 100%
    $216M
  14. 11854
    Aegis Wealth Management, Inc.Guthrie Center, IA · 2,350 clientsWealth manager
    Schwab 100%
    $216M
  15. 11855
    Hofer & Associates Wealth ManagementThousand Oaks, CA · 300 clientsWealth manager
    Schwab 100%
    $216M
  16. 11856
    Fmsa1,291 clientsWealth manager
    No custodian reported
    $216M
  17. 11857
    Delta Advisory Group, Inc.Maitland, FL · 468 clientsWealth manager
    Schwab 96%
    $216M
  18. 11858
    Core Capital Management, LLCChicago, IL · 3 clientsAsset manager
    J.P. Morgan 100%
    $216M
  19. 11859
    Integrous Wealth StrategiesHamilton, NJ · 441 clientsWealth managerHybrid
    No custodian reported
    $216M
  20. 11860
    Brown Capital Management, LLCLittle Rock, AR · 327 clientsWealth manager
    Schwab 100%
    $216M
  21. 11861
    Prosperity Advisory Group LLCVictor, NY · 244 clientsWealth managerWrap sponsor
    Fidelity 100%
    $216M
  22. 11862
    Ark Wealth ManagementAustin, TX · 175 clientsWealth manager
    Schwab 100%
    $216M
  23. 11863
    Sky Alpha Asset AdvisorsBoca Raton, FL · 318 clientsWealth manager
    Schwab 100%
    $216M
  24. 11864
    ICP Group Investment Manager, LLCDallas, TX · 8 clientsPrivate fund adviser
    Origin Bank 100%
    $216M
  25. 11865
    Twin Lions ManagementStamford, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $216M
  26. 11866
    Wedgewood Investors IncErie, PA · 296 clientsWealth manager
    No custodian reported
    $216M
  27. 11867
    Medici Capital LLCNewport Beach, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $216M
  28. 11868
    Cleveland Capital Management, L.L.C.Rocky River, OH · 4 clientsPrivate fund adviser
    No custodian reported
    $216M
  29. 11869
    Vennlight Capital Management, LP1 clientsPrivate fund adviser
    No custodian reported
    $216M
  30. 11870
    Marrick WealthIrvine, CA · 89 clientsWealth manager
    Schwab 100%
    $216M
  31. 11871
    Kennedy Wealth & Tax Management, LLCSouthbury, CT · 136 clientsWealth manager
    Schwab 100%
    $215M
  32. 11872
    Levin Funding Group LLCTucson, AZ · 58 clientsWealth manager
    Schwab 100%
    $215M
  33. 11873
    Values First Advisors, Inc.Johnson City, TN · 967 clientsWealth manager
    Goldman Sachs 100%
    $215M
  34. 11874
    Advantage Investment ManagementLouisville, KY · 369 clientsWealth manager
    Schwab 90%
    $215M
  35. 11875
    Gragg FinancialShelby, NC · 327 clientsWealth manager
    No custodian reported
    $215M
  36. 11876
    Illumine Investment Management, LLCPoulsbo, WA · 90 clientsWealth manager
    Fidelity 91%
    $215M
  37. 11877
    Dishmi Capital, LLCPasadena, CA · 76 clientsWealth managerWrap sponsor
    Fidelity 95%
    $215M
  38. 11878
    Consilium, LLCBoulder, CO · 24 clientsAsset manager
    Schwab 87%
    $215M
  39. 11879
    Providence Financial and Insurances, Inc.Woodland Hills, CA · 624 clientsWealth manager
    Schwab 100%
    $215M
  40. 11880
    Financial Service Group IncMount Pleasant, WI · 192 clientsWealth manager
    Schwab 100%
    $215M

RIAs by state