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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. 12121
    Kohlhepp Investment Advisors, LTD.Doylestown, PA · 201 clientsWealth managerHybrid
    Schwab 100%
    $205M
  2. 12122
    Mittelman Wealth Management33 clientsWealth manager
    Schwab 100%
    $205M
  3. 12123
    Donalies Financial Planning, LLC135 clientsWealth manager
    Schwab 100%
    $205M
  4. 12124
    Momentum Wealth Planning127 clientsWealth manager
    Schwab 100%
    $205M
  5. 12125
    Broyhill Asset Management, LLCCharlotte, NC · 91 clientsAsset manager
    Fidelity 56%Schwab 44%
    $205M
  6. 12126
    McGinn Penninger Investment Management Inc.Alexandria, VA · 332 clientsWealth manager
    No custodian reported
    $204M
  7. 12127
    The William Allan CorporationFort Collins, CO · 239 clientsWealth manager
    Schwab 100%
    $204M
  8. 12128
    Guardant Wealth AdvisorsMiami, FL · 58 clientsWealth manager
    Schwab 100%
    $204M
  9. 12129
    Prospect Financial Group LLC48 clientsWealth manager
    Schwab 100%
    $204M
  10. 12130
    John A. Bysko AssociatesOld Lyme, CT · 124 clientsWealth manager
    No custodian reported
    $204M
  11. 12131
    Extant Capital LLCAlbany, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $204M
  12. 12132
    Guiry Capital Management, LLCPalm Beach Gardens, FL · 33 clientsWealth manager
    Schwab 52%Merrill / Bank of America 48%
    $204M
  13. 12133
    Monimus Capital Management, LPWoodbridge, NJ · 2 clientsPrivate fund adviser
    No custodian reported
    $204M
  14. 12134
    Royal Capital Wealth Management LLC68 clientsWealth manager
    Schwab 100%
    $204M
  15. 12135
    Frankly Finances29 clientsWealth manager
    Schwab 100%
    $204M
  16. 12136
    Portus Wealth Advisors, LLCCharlotte, NC · 137 clientsWealth manager
    Schwab 100%
    $204M
  17. 12137
    Alianza Corp. Investment AdvisorMiami, FL · 1,207 clientsAsset managerAffiliated broker-dealerAlianza Valores Comisionista, SA
    Pershing 64%J.P. Morgan 36%
    $204M
  18. 12138
    MB Family AdvisorsNew York, NY · 8 clientsWealth manager
    No custodian reported
    $204M
  19. 12139
    Viden Arbor Capital21 clientsWealth manager
    Schwab 100%
    $204M
  20. 12140
    Merkkuri Wealth Advisors LLCJericho, NY · 286 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $204M
  21. 12141
    Commercial Trust Financial ServicesFayette, MO · 927 clientsWealth managerBank-affiliatedHybrid
    LPL Financial 100%
    $204M
  22. 12142
    Teton Wealth Group LLCMurray, UT · 849 clientsWealth manager
    Fidelity 100%
    $204M
  23. 12143
    Gehrig Capital Management, Inc.Merrillville, IN · 652 clientsWealth manager
    Fidelity 100%
    $204M
  24. 12144
    Crystal Rock Capital Management, LLC.Bannockburn, IL · 1 clientsPrivate fund adviser
    Merrill / Bank of America 59%J.P. Morgan 41%
    $204M
  25. 12145
    Harkness Capital Management LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $204M
  26. 12146
    Moler Capital Management87 clientsWealth manager
    Schwab 100%
    $204M
  27. 12147
    UP North Financial, LLCTraverse City, MI · 337 clientsWealth manager
    Fidelity 100%
    $204M
  28. 12148
    Rochester Wealth Strategies, LLCRochester, MI · 141 clientsWealth manager
    Schwab 100%
    $204M
  29. 12149
    Aria Growth Partners LPNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $204M
  30. 12150
    Lightsquare Wealth Management, LLCBingham Farms, MI · 172 clientsWealth manager
    Raymond James 100%
    $204M
  31. 12151
    Element Squared Private WealthMinneapolis, MN · 478 clientsWealth manager
    Fidelity 100%
    $203M
  32. 12152
    SG Real Estate ISouthfield, MI · 4 clientsPrivate fund adviser
    No custodian reported
    $203M
  33. 12153
    Rayliant Investment ResearchWalnut, CA · 4 clientsAsset manager
    No custodian reported
    $203M
  34. 12154
    DV Capital Advisors, LLCChicago, IL · 7 clientsPrivate fund adviserHybridDV Brokerage Services, LLC, DV Equities, LLC
    No custodian reported
    $203M
  35. 12155
    Kahala Financial Advisors, LLCHonolulu, HI · 163 clientsWealth manager
    Schwab 100%
    $203M
  36. 12156
    Wazee Street Capital Management LLCGreenwood Village, CO · 4 clientsPrivate fund adviser
    No custodian reported
    $203M
  37. 12157
    WJ Financial Advisors, LLCKillingworth, CT · 274 clientsWealth manager
    Schwab 100%
    $203M
  38. 12158
    McDermott Investment Advisors, LLCNaples, FL · 618 clientsWealth managerHybridMcDermott Investment Services, LLC, clears through Hilltop Securities
    Hilltop Securities 100%
    $203M
  39. 12159
    New Horizons Wealth ManagementCedar Knolls, NJ · 228 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $203M
  40. 12160
    Ball & Company154 clientsWealth manager
    Fidelity 100%
    $203M

RIAs by state