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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. 12321
    Round2 Investment Partners LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $196M
  2. 12322
    Grand Central Investment Group, LLCTampa, FL · 238 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 100%
    $196M
  3. 12323
    Amphora Wealth Management, LLCChapel Hill, NC · 103 clientsWealth manager
    Fidelity 87%
    $196M
  4. 12324
    Reyes Financial Architecture Inc.San Diego, CA · 170 clientsWealth manager
    Schwab 99%
    $196M
  5. 12325
    Smith Partners Wealth Management, LLCGreensboro, NC · 123 clientsWealth manager
    Schwab 100%
    $196M
  6. 12326
    Bellingrath Wealth Management, L.L.C.New Orleans, LA · 210 clientsBroker-dealer firm
    No custodian reported
    $196M
  7. 12327
    Hummer Financial Advisory Services Inc44 clientsWealth manager
    Wells Fargo 66%Schwab 34%
    $196M
  8. 12328
    Trueman BrownLake Zurich, IL · 129 clientsWealth manager
    Fidelity 100%
    $196M
  9. 12329
    Frazier Financial Consultants, LLCChapel Hill, NC · 89 clientsWealth manager
    Schwab 100%
    $196M
  10. 12330
    Monson Wealth Management LLC15 clientsAsset manager
    Raymond James 100%
    $196M
  11. 12331
    Golden Gate Personal Financial PlanningSan Francisco, CA · 33 clientsWealth manager
    Schwab 100%
    $196M
  12. 12332
    Hillman Capital Management IncBethesda, MD · 185 clientsAsset managerHybrid
    Schwab 63%Morgan Stanley 24%
    $196M
  13. 12333
    Spice Expeditions, LPWestport, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $196M
  14. 12334
    Interactive Advisers, Interactive AdvisorsLondon, United Kingdom · 3,467 clientsWealth managerPublic-company ownedAffiliated broker-dealerInteractive Brokers LLC
    Interactive Brokers 100%
    $196M
  15. 12335
    J.K. Financial, Inc.Dallas, TX · 133 clientsWealth manager
    Schwab 100%
    $196M
  16. 12336
    J2 Capital Management, Inc.Troy, MI · 209 clientsWealth manager
    Schwab 100%
    $196M
  17. 12337
    Balance Capital Partners L.P.Miami, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $196M
  18. 12338
    Tepp Wealth ManagementWestfield, NJ · 149 clientsWealth manager
    Fidelity 100%
    $196M
  19. 12339
    Marvin & Palmer AssociatesWilmington, DE · 7 clientsPrivate fund adviser
    J.P. Morgan 100%
    $196M
  20. 12340
    Stonetree Investment Partners LLCDallas, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $196M
  21. 12341
    Ark Advisors LLCBloomington, IL · 339 clientsWealth manager
    Wells Fargo 86%
    $196M
  22. 12342
    Vfpe Advisors LLCAudubon, PA · 13 clientsPrivate fund adviserHybrid
    No custodian reported
    $196M
  23. 12343
    North Ground Capital3 clientsAsset manager
    Merrill / Bank of America 100%
    $196M
  24. 12344
    Charter Wealth ManagementRaleigh, NC · 108 clientsAsset manager
    Schwab 55%Empower Financial Services 45%
    $196M
  25. 12345
    Clark & Stuart IncPortland, ME · 180 clientsWealth manager
    Schwab 100%
    $196M
  26. 12346
    Frazee Investment Consulting, Inc.Memphis, TN · 110 clientsWealth manager
    Schwab 100%
    $196M
  27. 12347
    Atcap Partners, LLCRockville, MD · 349 clientsWealth managerHybridCeros Financial Services, Inc., Ceros Vermoegensverwaltung AG, clears through National Financial Services (Fidelity), Axos Clearing
    Fidelity 100%
    $196M
  28. 12348
    Plan FinancialFresno, CA · 817 clientsWealth manager
    No custodian reported
    $195M
  29. 12349
    American Community Wealth Management, LLCCrystal Lake, IL · 469 clientsWealth managerBank-affiliatedHybrid
    Fidelity 100%
    $195M
  30. 12350
    Fort Street Asset Management LLCHonolulu, HI · 30 clientsPrivate fund adviser
    Interactive Brokers 70%Schwab 30%
    $195M
  31. 12351
    RMR Wealth ManagementNew York, NY · 189 clientsWealth managerHybrid
    Schwab 100%
    $195M
  32. 12352
    Westmark Wealth ManagementPhoenix, AZ · 575 clientsWealth manager
    Fidelity 80%
    $195M
  33. 12353
    Independent Wealth Advisors, LLCCary, NC · 258 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $195M
  34. 12354
    Northstar Financial Advisors, Inc.135 clientsWealth manager
    Raymond James 100%
    $195M
  35. 12355
    Monterone Partners LLPLondon, United Kingdom · 8 clientsAsset manager
    Pictet & CIE (europe) S.A. 100%
    $195M
  36. 12356
    FEG Curio Investment Partners, LLCCincinnati, OH · 15 clientsPrivate fund adviser
    Schwab 66%Fidelity 34%
    $195M
  37. 12357
    Emergent Financial Services, LLC.Charlottesville, VA · 246 clientsAsset manager
    Altruist 100%
    $195M
  38. 12358
    Baird Venture Partners Management Company V, LLCMilwaukee, WI · 3 clientsPrivate fund adviserHybridRobert W. Baird & Co. Incorporated
    No custodian reported
    $195M
  39. 12359
    Frugal Financial Retirement Plan Services, LLCMobile, AL · 128 clientsAsset manager
    Matrix Trust 100%
    $195M
  40. 12360
    Columbia River Financial GroupVancouver, WA · 278 clientsWealth manager
    Schwab 100%
    $195M

RIAs by state