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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. 11881
    Florian Financial Group LLCWilliamsville, NY · 245 clientsWealth manager
    Schwab 100%
    $215M
  2. 11882
    Broadway Advisor GroupAlbany, NY · 321 clientsWealth manager
    Interactive Brokers 55%Fidelity 45%
    $215M
  3. 11883
    Simplyria Advisor NetworkBrighton, MI · 602 clientsWealth manager
    Schwab 100%
    $215M
  4. 11884
    Schultz Financial Group IncorporatedReno, NV · 116 clientsWealth manager
    Schwab 100%
    $215M
  5. 11885
    Powerhouse Assets LLC61 clientsWealth manager
    Fidelity 100%
    $215M
  6. 11886
    Kinwell LLCCharleston, SC · 129 clientsAsset manager
    Empower Trust 56%Schwab 44%
    $215M
  7. 11887
    Downshift Financial81 clientsWealth manager
    Schwab 100%
    $215M
  8. 11888
    Archon Capital Management LLCSeattle, WA · 4 clientsPrivate fund adviser
    No custodian reported
    $215M
  9. 11889
    Hallstatt Advisors L.P.4 clientsPrivate fund adviser
    No custodian reported
    $215M
  10. 11890
    Eastsound Capital Advisors, LLC247 clientsWealth manager
    Schwab 74%
    $215M
  11. 11891
    UTA LLCVancouver, WA · 103 clientsWealth manager
    Schwab 100%
    $215M
  12. 11892
    Jcsd Capital, LLCWalnut Creek, CA · 4 clientsPrivate fund adviser
    Wells Fargo 100%
    $215M
  13. 11893
    Quest Wealth Solutions, Inc.Mansfield, OH · 361 clientsWealth manager
    Raymond James 100%
    $215M
  14. 11894
    Kinetic Wealth Investment Advisors, LLCWestlake, OH · 179 clientsWealth managerHybrid
    LPL Financial 100%
    $215M
  15. 11895
    Noblebridge Wealth376 clientsWealth managerHybrid
    Schwab 100%
    $215M
  16. 11896
    Mission Trail Capital Management, LLCAustin, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $215M
  17. 11897
    Ajax Health Management Company, LLCMenlo Park, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $215M
  18. 11898
    Wealth With NO Regrets®Alpharetta, GA · 232 clientsWealth manager
    Schwab 100%
    $214M
  19. 11899
    4thought Financial Group Inc.Syosset, NY · 344 clientsWealth managerWrap sponsor
    Goldman Sachs 100%
    $214M
  20. 11900
    Continuity Wealth Management, Corp.Portland, OR · 270 clientsWealth manager
    Schwab 100%
    $214M
  21. 11901
    Wealthtrak AdvisorsVirginia Beach, VA · 278 clientsWealth managerHybrid
    Schwab 100%
    $214M
  22. 11902
    Sage Hill CapitalAnn Arbor, MI · 79 clientsWealth manager
    Schwab 100%
    $214M
  23. 11903
    Ponta Wealth Partners, LLCWinter Park, FL · 24 clientsWealth manager
    Raymond James 86%
    $214M
  24. 11904
    Equitas Capital Advisors,llcNew Orleans, LA · 46 clientsAsset manager
    Pershing 86%
    $214M
  25. 11905
    Viable206 clientsWealth managerHybrid
    Schwab 100%
    $214M
  26. 11906
    Objective Capital Management, LLCFairlawn, OH · 115 clientsWealth manager
    Fidelity 100%
    $214M
  27. 11907
    Healthcor Partners Management, L.P.3 clientsPrivate fund adviser
    No custodian reported
    $214M
  28. 11908
    Alpha Wealth Funds, LLCPark City, UT · 303 clientsPrivate fund adviser
    Interactive Brokers 70%
    $214M
  29. 11909
    Adaptive Wealth EngineeringLas Vegas, NV · 113 clientsWealth manager
    Schwab 100%
    $214M
  30. 11910
    Pacific Management Partners LLC2 clientsPrivate fund adviser
    No custodian reported
    $214M
  31. 11911
    Premis Advisors, LLCAtlanta, GA · 8 clientsWealth manager
    Schwab 100%
    $214M
  32. 11912
    Compass Planning Associates, Inc.72 clientsWealth manager
    Fidelity 100%
    $214M
  33. 11913
    Insight Financial ServicesOverland Park, KS · 444 clientsWealth manager
    Fidelity 100%
    $214M
  34. 11914
    Retiremitten Financial LLCClarkston, MI · 217 clientsWealth manager
    Schwab 100%
    $214M
  35. 11915
    Locker Financial Services, LLCVerona, NJ · 141 clientsWealth manager
    Schwab 100%
    $214M
  36. 11916
    OZE Capital LLCFlorham Park, NJ · 12 clientsPrivate fund adviserHybrid
    No custodian reported
    $214M
  37. 11917
    A4 Wealth Advisors LLCHuntersville, NC · 587 clientsWealth managerHybrid
    Schwab 100%
    $214M
  38. 11918
    Lindahl & Mansager IncFairlawn, OH · 281 clientsWealth manager
    Schwab 100%
    $214M
  39. 11919
    Global Trust Wealth Management LLCWest Palm Beach, FL · 91 clientsWealth manager
    Fidelity 80%
    $214M
  40. 11920
    Coastline Complete Wealth LLCBluffton, SC · 186 clientsWealth managerWrap sponsor
    Raymond James 100%
    $214M

RIAs by state