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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. 12041
    Clarity Wealth Development, LLCCorvallis, OR · 226 clientsWealth manager
    Schwab 100%
    $209M
  2. 12042
    Strategic Wealth PlanningRichardson, TX · 196 clientsWealth managerWrap sponsor
    Fidelity 86%
    $209M
  3. 12043
    Golden Bell Financial Planning, LLC92 clientsWealth manager
    Schwab 100%
    $209M
  4. 12044
    Voyager Management, LLCLos Angeles, CA · 7 clientsAsset manager
    No custodian reported
    $209M
  5. 12045
    Phoenix Realty Group, LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $208M
  6. 12046
    GO Wealth ManagementEugene, OR · 519 clientsWealth manager
    Schwab 100%
    $208M
  7. 12047
    Financial Life PlannersTempe, AZ · 298 clientsWealth manager
    Fidelity 100%
    $208M
  8. 12048
    SFC Financial LLCSunset Hills, MO · 78 clientsWealth manager
    Fidelity 100%
    $208M
  9. 12049
    Ucap AmericasMiami, FL · 189 clientsAsset managerHybridUcap Bahamas LTD, Ucap Securities (HK) Limited, clears through Pershing, StoneX
    Stonex Financial 83%
    $208M
  10. 12050
    Longview Financial Advisors, Inc.Huntsville, AL · 182 clientsWealth manager
    Fidelity 100%
    $208M
  11. 12051
    Wellspring Capital Management LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $208M
  12. 12052
    Open Field Capital LLCNew York, NY · 16 clientsPrivate fund adviser
    SEI 100%
    $208M
  13. 12053
    Alere Planning LLC201 clientsWealth managerHybrid
    Schwab 99%
    $208M
  14. 12054
    Fulcrum Wealth Advisors, LLCBellevue, WA · 143 clientsWealth manager
    Schwab 100%
    $208M
  15. 12055
    DWPGrosse Pointe Farms, MI · 136 clientsWealth manager
    Schwab 73%Comerica Bank 27%
    $208M
  16. 12056
    Guardsman Private Capital Management, Inc.Sarasota, FL · 37 clientsAsset manager
    Schwab 100%
    $208M
  17. 12057
    Seagull Lane Asset Management LLCHuntington Beach, CA · 350 clientsWealth managerHybrid
    Axos 100%
    $208M
  18. 12058
    Lynwood Price Capital Management LPAustin, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $208M
  19. 12059
    Fairscale Capital, LLCNashua, NH · 179 clientsWealth manager
    Schwab 100%
    $208M
  20. 12060
    Capstar Financial Services LLCAustin, TX · 380 clientsWealth managerWrap sponsor
    Fidelity 100%
    $208M
  21. 12061
    Orographic Financial Advisors111 clientsWealth manager
    Schwab 100%
    $208M
  22. 12062
    Gates Pass Advisors, LLCLos Altos, CA · 69 clientsWealth manager
    SEI 92%
    $208M
  23. 12063
    Garlikov Advisors IncColumbus, OH · 182 clientsWealth managerHybrid
    No custodian reported
    $208M
  24. 12064
    Terraform Wealth, LLCHouston, TX · 10 clientsWealth manager
    Schwab 56%J.P. Morgan 22%Morgan Stanley 22%
    $208M
  25. 12065
    Smith & WyattCollege Station, TX · 724 clientsWealth manager
    Schwab 62%Capital Client Group 38%
    $207M
  26. 12066
    Prairieview Wealth & Tax AdvisorsFrankfort, IL · 288 clientsWealth manager
    Schwab 100%
    $207M
  27. 12067
    White Knight Strategic Wealth Advisors, LLCLawrenceville, NJ · 196 clientsWealth managerHybrid
    Schwab 100%
    $207M
  28. 12068
    Lesa Sroufe & Company, Inc.Seattle, WA · 238 clientsWealth manager
    No custodian reported
    $207M
  29. 12069
    Bluestone® Financial Advisors, LLCBethesda, MD · 50 clientsWealth manager
    Schwab 100%
    $207M
  30. 12070
    Counterweight Private WealthWilmington, NC · 87 clientsWealth manager
    Fidelity 100%
    $207M
  31. 12071
    1819 PartnersMemphis, TN · 4 clientsPrivate fund adviser
    No custodian reported
    $207M
  32. 12072
    FFO Investments LLCTampa, FL · 160 clientsWealth manager
    No custodian reported
    $207M
  33. 12073
    Purtill Financial LLCHighland Heights, OH · 163 clientsWealth manager
    Schwab 100%
    $207M
  34. 12074
    Lake Hills Wealth Management, LLCAustin, TX · 229 clientsWealth manager
    Schwab 100%
    $207M
  35. 12075
    Zermatt Wealth AdvisorsSan Diego, CA · 263 clientsWealth manager
    Schwab 100%
    $207M
  36. 12076
    Burnham Sterling Asset Management LLCCos Cob, CT · 1 clientsPrivate fund adviserHybridBabcock & Brown Securities LLC
    No custodian reported
    $207M
  37. 12077
    Alliance Investment Management, LLCJenison, MI · 170 clientsWealth manager
    Schwab 100%
    $207M
  38. 12078
    Kate Capital LLCWestport, CT · 5 clientsPrivate fund adviser
    No custodian reported
    $207M
  39. 12079
    Investx Asset Management LLCNew York, NY · 17 clientsPrivate fund adviserHybridInvestx Financial (canada) LTD., Investx Markets LLC
    No custodian reported
    $207M
  40. 12080
    Flying Point Financial, Inc.North Andover, MA · 191 clientsWealth manager
    Raymond James 100%
    $207M

RIAs by state