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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. 12161
    Independent Wealth Management, LLCTraverse City, MI · 176 clientsWealth manager
    Fidelity 100%
    $203M
  2. 12162
    Syntax Research, Inc.Boca Raton, FL · 108 clientsWealth manager
    No custodian reported
    $203M
  3. 12163
    Northsands CapitalNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $203M
  4. 12164
    Harmont Fixed Income, LLCAsset manager
    No custodian reported
    $203M
  5. 12165
    Chicago Capital Management, LLCChicago, IL · 6 clientsPrivate fund adviser
    No custodian reported
    $203M
  6. 12166
    Forness Financial LLCNeedham, MA · 227 clientsWealth managerWrap sponsor
    Schwab 100%
    $203M
  7. 12167
    Campbell Financial Partners, LLCFort Myers, FL · 132 clientsWealth manager
    Altruist 100%
    $203M
  8. 12168
    CFM Advisors IncHauppauge, NY · 216 clientsWealth manager
    Royal Bank of Canada 100%
    $203M
  9. 12169
    Wernau Asset ManagementGloucester, MA · 103 clientsWealth manager
    Fidelity 100%
    $203M
  10. 12170
    Steelhead Capital Management, LLCFort Worth, TX · 20 clientsPrivate fund adviser
    No custodian reported
    $203M
  11. 12171
    Keenan FinancialBoston, MA · 751 clientsWealth manager
    Fidelity 100%
    $202M
  12. 12172
    Hansen & Associates Financial Group Inc.Roseville, CA · 537 clientsWealth manager
    LPL Financial 100%
    $202M
  13. 12173
    McGuire Capital Advisors, Inc.Bethany, OK · 1,440 clientsWealth manager
    Schwab 100%
    $202M
  14. 12174
    Robinson Value Management, LTD.San Antonio, TX · 56 clientsWealth manager
    Pershing 51%Schwab 49%
    $202M
  15. 12175
    Phil A. Younker & Associates, LTD.113 clientsAsset manager
    Schwab 100%
    $202M
  16. 12176
    Johnson Lyman Wealth AdvisorsLos Altos, CA · 57 clientsWealth manager
    Schwab 98%
    $202M
  17. 12177
    Soundhaven Capital Management170 clientsAsset manager
    Schwab 100%
    $202M
  18. 12178
    Abbington Investment Group, LLCSouth Portland, ME · 50 clientsWealth manager
    Fidelity 100%
    $202M
  19. 12179
    KCD Financial, Inc.Green Bay, WI · 1,257 clientsBroker-dealer firmHybrid
    TradePMR / Robinhood 68%
    $202M
  20. 12180
    J M Brown Financial PartnersTulsa, OK · 501 clientsWealth managerHybrid
    Schwab 76%American Funds 24%
    $202M
  21. 12181
    McCarthy Wealth & Tax AdvisorsSpringboro, OH · 272 clientsWealth manager
    Fidelity 100%
    $202M
  22. 12182
    Sortis Fund Manager, LLCPortland, OR · 6 clientsPrivate fund adviser
    No custodian reported
    $202M
  23. 12183
    Portage Wealth IncOakville, Canada · 185 clientsWealth managerHybrid
    No custodian reported
    $202M
  24. 12184
    BAM Wealth Management LLCLakewood, CO · 288 clientsWealth manager
    Schwab 100%
    $202M
  25. 12185
    Blong FinancialMemphis, TN · 314 clientsWealth manager
    Fidelity 92%
    $202M
  26. 12186
    Great River FinancialPlymouth, MN · 136 clientsWealth manager
    Schwab 100%
    $202M
  27. 12187
    Brixey & Meyer Capital LLCCincinnati, OH · 5 clientsPrivate fund adviser
    No custodian reported
    $202M
  28. 12188
    Daner Wealth Management, LLCAlpharetta, GA · 190 clientsWealth managerWrap sponsor
    First Clearing 100%
    $202M
  29. 12189
    Simetria Advisory Group LLCMiami, FL · 417 clientsAsset managerHybridBrasil Plural Securities LLC, Luso Partners Sociedade Corretora, S.A.
    Interactive Brokers 84%
    $202M
  30. 12190
    Capzone Management LLCNorwalk, CT · 1 clientsPrivate fund adviser
    No custodian reported
    $202M
  31. 12191
    Maxele Advisors, LLCWebster Groves, MO · 234 clientsWealth manager
    Fidelity 100%
    $202M
  32. 12192
    Level One FundMiami, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $202M
  33. 12193
    Kraematon Investment Advisors, Inc.Braintree, MA · 173 clientsWealth manager
    Fidelity 100%
    $202M
  34. 12194
    Saul Wealth Advisors, LLCMiami, FL · 106 clientsWealth manager
    Schwab 61%BNY 39%
    $201M
  35. 12195
    Winforest Partners2 clientsPrivate fund adviser
    No custodian reported
    $201M
  36. 12196
    Harren Equity Partners, LLCCharlottesville, VA · 2 clientsPrivate fund adviser
    No custodian reported
    $201M
  37. 12197
    Keystone Wealth Advisors, IncorporatedEagan, MN · 66 clientsWealth manager
    Schwab 100%
    $201M
  38. 12198
    Paradigm Wealth Advisory LLCBridgewater, NJ · 283 clientsWealth managerWrap sponsorHybrid
    LPL Financial 95%
    $201M
  39. 12199
    Pacific Financial Strategies, IncThousand Oaks, CA · 713 clientsWealth manager
    Schwab 100%
    $201M
  40. 12200
    Authentic Ventures Investment Manager, LLCOakland, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $201M

RIAs by state