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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. 12281
    Welch Financial Planning, LLCBoulder, CO · 157 clientsWealth manager
    Schwab 100%
    $198M
  2. 12282
    GIP Investment Adviser LLCWest Palm Beach, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $198M
  3. 12283
    Newport Investment Advisors IncBeachwood, OH · 89 clientsAsset manager
    Fidelity 100%
    $198M
  4. 12284
    Constant Guidance Financial, LLCNorth Attleboro, MA · 240 clientsWealth manager
    Schwab 0%
    $198M
  5. 12285
    Lieblong & Associates, Inc.Little Rock, AR · 126 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $198M
  6. 12286
    Entasis Asset Management LLCBrookfield, WI · 159 clientsWealth manager
    Schwab 68%Fidelity 32%
    $198M
  7. 12287
    Gladowsky Capital Management CorpSmithtown, NY · 298 clientsBroker-dealer firmHybrid
    Pershing 100%
    $198M
  8. 12288
    Calvert Impact Advisory Services, LLCBethesda, MD · 1 clientsPrivate fund adviser
    No custodian reported
    $198M
  9. 12289
    D & P Investment Advisors, LTD.Wakefield, RI · 247 clientsWealth manager
    Fidelity Distributors Company 100%
    $198M
  10. 12290
    Crown Advisors Management, Inc.Larkspur, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $198M
  11. 12291
    Accruent Wealth AdvisorsWinston-Salem, NC · 138 clientsWealth manager
    Schwab 100%
    $198M
  12. 12292
    Preston InvestmentsKingman, AZ · 2,528 clientsWealth manager
    Schwab 85%
    $198M
  13. 12293
    Bengal Asset Management, LLCSanta Monica, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $198M
  14. 12294
    Boardwalk Financial Strategies LLCHartland, WI · 85 clientsWealth manager
    Schwab 100%
    $198M
  15. 12295
    Attentive Investments, LLCStockton, CA · 430 clientsWealth manager
    Schwab 100%
    $197M
  16. 12296
    Inman Financial Services, Inc.Portland, OR · 237 clientsWealth manager
    Schwab 100%
    $197M
  17. 12297
    Vanheel Management LimitedHong Kong S.A.R., China · 49 clientsBroker-dealer firmHybrid
    No custodian reported
    $197M
  18. 12298
    Copper Beech Financial Group, LLCMoorestown, NJ · 201 clientsWealth managerHybrid
    SEI 100%
    $197M
  19. 12299
    Rydar Equities, Inc.Weatherford, TX · 142 clientsWealth manager
    Schwab 100%
    $197M
  20. 12300
    Bautis Financial, LLCMontclair, NJ · 275 clientsWealth manager
    Schwab 100%
    $197M
  21. 12301
    Global PartnershipsSeattle, WA · 5 clientsPrivate fund adviser
    No custodian reported
    $197M
  22. 12302
    APS Investment Management GroupJackson, CA · 557 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $197M
  23. 12303
    Osprey Capital Management Corp.Miami Beach, FLWealth managerHybridVasiliou & Company Inc.
    UBS 58%48, Route DES Acacias, 1211 Geneva 73, Switzerland 42%
    $197M
  24. 12304
    L Capital, LLCWindsor, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $197M
  25. 12305
    Davis Wealth AdvisorsSalem, NH · 92 clientsWealth manager
    Fidelity 100%
    $197M
  26. 12306
    Concordia Wealth Management, LLCConcord, MA · 53 clientsWealth manager
    Morgan Stanley 100%
    $197M
  27. 12307
    Unified Retirement Planning GroupBriarcliff Manor, NY · 152 clientsWealth managerWrap sponsor
    Schwab 100%
    $197M
  28. 12308
    Schwallier Wealth ManagementGrand Rapids, MI · 292 clientsWealth managerWrap sponsor
    Fidelity 72%LPL Financial 28%
    $197M
  29. 12309
    Bireme Capital, LLCRockville, MD · 65 clientsAsset manager
    Interactive Brokers 100%
    $197M
  30. 12310
    Reciprocal Venture Management, L.L.C.New York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $197M
  31. 12311
    REI Wealth Management26 clientsWealth manager
    Raymond James 100%
    $197M
  32. 12312
    RLH Capital, LLC4 clientsPrivate fund adviser
    No custodian reported
    $197M
  33. 12313
    Bradley Wealth LLCScottsdale, AZ · 204 clientsWealth manager
    Altruist 67%Pershing 30%
    $197M
  34. 12314
    Connor Capital SB, LLCSanta Barbara, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $197M
  35. 12315
    The Bendix Financial Group, Inc.Garden City, NY · 211 clientsWealth managerHybrid
    No custodian reported
    $197M
  36. 12316
    Certified Planners, Inc.San Ramon, CA · 188 clientsWealth manager
    Schwab 100%
    $197M
  37. 12317
    Springhouse Capital Management, LP1 clientsPrivate fund adviser
    No custodian reported
    $197M
  38. 12318
    Kingdom Legacy Advisors223 clientsWealth manager
    Schwab 84%
    $197M
  39. 12319
    Avant Financial AdvisorsAustin, TX · 166 clientsWealth manager
    Schwab 100%
    $196M
  40. 12320
    Friedenthal Financial, LLCMarlton, NJ · 196 clientsWealth manager
    Schwab 100%
    $196M

RIAs by state