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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. 12081
    Strategic Wealth Advisors Group, Inc.Utica, MI · 544 clientsWealth manager
    Schwab 100%
    $207M
  2. 12082
    Stillwater Wealth Management Group LLCJuno Beach, FL · 257 clientsWealth manager
    Schwab 100%
    $207M
  3. 12083
    Foliobeyond, LLC26 clientsAsset managerHybrid
    Schwab 100%
    $207M
  4. 12084
    360 Financial Partners, LLCMount Pleasant, SC · 292 clientsWealth managerHybrid
    Stonex Financial 100%
    $207M
  5. 12085
    Kenneth Frenke & CoArden, NC · 245 clientsWealth manager
    Schwab 100%
    $207M
  6. 12086
    Masonboro AdvisorsWilmington, NC · 228 clientsWealth manager
    Schwab 55%Fidelity 45%
    $206M
  7. 12087
    Comunidad Realty PartnersAustin, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $206M
  8. 12088
    Bauman Wealth AdvisorsLas Vegas, NV · 493 clientsWealth manager
    Schwab 100%
    $206M
  9. 12089
    Alexis Investment Partners, LLC70 clientsAsset manager
    Schwab 100%
    $206M
  10. 12090
    Cooksen Wealth, LLCThe Woodlands, TX · 46 clientsWealth manager
    Schwab 100%
    $206M
  11. 12091
    McKinley Alaska Private Investments, LLCAnchorage, AK · 3 clientsPrivate fund adviser
    No custodian reported
    $206M
  12. 12092
    YieldpointNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $206M
  13. 12093
    ADC Wealth Management, LLCMassapequa, NY · 93 clientsWealth manager
    Interactive Brokers 53%Axos 47%
    $206M
  14. 12094
    HFH Planning Inc.122 clientsWealth manager
    Schwab 98%
    $206M
  15. 12095
    Parkview Asset Management, Inc.Oakbrook Terrace, IL · 179 clientsWealth managerWrap sponsor
    Fidelity 100%
    $206M
  16. 12096
    Hardworking Capital Advisors, LLCPalm Desert, CA · 284 clientsWealth managerHybrid
    Schwab 100%
    $206M
  17. 12097
    Bauer Wealth Management Inc.Colorado Springs, CO · 162 clientsWealth manager
    Fidelity 100%
    $206M
  18. 12098
    Brightpath Wealth Planning, LLCCamarillo, CA · 132 clientsWealth manager
    Schwab 100%
    $206M
  19. 12099
    LC Vero ManagerNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $206M
  20. 12100
    Wardroom Partners25 clientsBroker-dealer firmHybridKelson Capital LLC
    No custodian reported
    $206M
  21. 12101
    Mercer Advisors Private Asset Management, Inc.Denver, CO · 7 clientsPrivate fund adviserAffiliated broker-dealerHeim, Young & Associates, Inc.
    No custodian reported
    $206M
  22. 12102
    SRT Group LLCWest Palm Beach, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $206M
  23. 12103
    Western Pacific Wealth Management, LPLake Forest, IL · 33 clientsWealth manager
    Schwab 100%
    $206M
  24. 12104
    Manhattan Global Asset Management LLCLas Vegas, NV · 42 clientsWealth manager
    Schwab 100%
    $206M
  25. 12105
    The Putney Financial Group LLCSan Rafael, CA · 215 clientsWealth managerHybrid
    Pershing 87%
    $205M
  26. 12106
    Rookwood Wealth Management, LLC67 clientsWealth manager
    Schwab 98%
    $205M
  27. 12107
    Osbon Capital Management, LLCBoston, MA · 57 clientsWealth manager
    Fidelity 100%
    $205M
  28. 12108
    Safebridge LLC88 clientsWealth manager
    No custodian reported
    $205M
  29. 12109
    White Rock OIL & GAS Holdings, LLCPlano, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $205M
  30. 12110
    Blue Marble InvestmentsSanta Barbara, CA · 243 clientsWealth managerHybrid
    Schwab 100%
    $205M
  31. 12111
    Trident Management LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $205M
  32. 12112
    Enduring Wealth Management, LLCMeridian, ID · 173 clientsWealth managerHybrid
    Raymond James 100%
    $205M
  33. 12113
    Chesapeake Investment Management LLCMcLean, VA · 395 clientsWealth managerHybrid
    No custodian reported
    $205M
  34. 12114
    021 Investments LLCMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $205M
  35. 12115
    Flavin Financial Services, Inc.Melbourne, FL · 182 clientsWealth manager
    Fidelity 62%Schwab 38%
    $205M
  36. 12116
    3rd Creek Investments108 clientsWealth manager
    Schwab 100%
    $205M
  37. 12117
    Kirk Capital Advisors LLCVienna, VA · 136 clientsWealth manager
    Schwab 100%
    $205M
  38. 12118
    Northavenue LLCColumbus, OH · 138 clientsWealth manager
    Schwab 100%
    $205M
  39. 12119
    The Herbst Group, LLC190 clientsWealth managerWrap sponsor
    Fidelity 100%
    $205M
  40. 12120
    F3 Partners LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $205M

RIAs by state