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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. 12361
    Ohiggins Asset Management Inc49 clientsAsset manager
    Vanguard 63%Fidelity 37%
    $195M
  2. 12362
    Bright Path Sports Partners, LLCCleveland, OH · 2 clientsPrivate fund adviser
    No custodian reported
    $195M
  3. 12363
    Cambridge Cape COD Advisors, LLCSandwich, MA · 123 clientsWealth manager
    Fidelity 100%
    $195M
  4. 12364
    Altmore Capital Investment Management, LLCArlington, VA · 11 clientsPrivate fund adviser
    No custodian reported
    $195M
  5. 12365
    Alpha DNA Investment ManagementColumbia, MD · 28 clientsAsset manager
    Schwab 100%
    $195M
  6. 12366
    Michael Traxler Wealth Management, LLCNew Prague, MN · 433 clientsWealth manager
    TradePMR / Robinhood 100%
    $195M
  7. 12367
    Sensible Portfolios, LLC173 clientsWealth manager
    Schwab 87%
    $195M
  8. 12368
    Amuni Financial, Inc.St Petersburg, FL · 283 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $195M
  9. 12369
    Aeref Management, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $194M
  10. 12370
    3d Advisor Group, Inc.102 clientsWealth manager
    Schwab 100%
    $194M
  11. 12371
    Liberty Financial Group, Inc.Elm Grove, WI · 238 clientsWealth manager
    Schwab 98%
    $194M
  12. 12372
    Accord Equity Advisors LLCSan Francisco, CA · 5 clientsPrivate fund adviserHybridAccord Capital Partners LLC, Accord Europe Gmbh
    No custodian reported
    $194M
  13. 12373
    Drum Hill Capital, LLCWestport, CT · 73 clientsWealth manager
    Fidelity 100%
    $194M
  14. 12374
    Neil Jesani Wealth ManagementSunrise, FL · 95 clientsWealth manager
    Schwab 100%
    $194M
  15. 12375
    Wacona Capital, LLCCharlottesville, VA · 5 clientsPrivate fund adviser
    No custodian reported
    $194M
  16. 12376
    Cypress Ridge Capital, L.P.New York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $194M
  17. 12377
    Townsend Wealth ManagementColumbus, GA · 179 clientsWealth manager
    Schwab 100%
    $194M
  18. 12378
    T.T.G. Financial, Inc.Canton, OH · 207 clientsWealth manager
    Schwab 100%
    $194M
  19. 12379
    Innovative Advisory GroupLexington, MA · 300 clientsWealth manager
    Schwab 86%
    $194M
  20. 12380
    Capital and Planning, LLCJonesboro, GA · 517 clientsWealth managerHybrid
    LPL Financial 100%
    $194M
  21. 12381
    Integrity Wealth Partners, LLCWalnut Creek, CA · 231 clientsWealth manager
    Schwab 100%
    $194M
  22. 12382
    Tetley Investments, LLCPark Ridge, IL · 172 clientsWealth manager
    Schwab 100%
    $194M
  23. 12383
    Buckley Capital Advisors, LLCMiami Beach, FL · 8 clientsPrivate fund adviser
    No custodian reported
    $194M
  24. 12384
    MWS Capital Consultants LLCChicago, IL · 142 clientsWealth manager
    Fidelity 100%
    $194M
  25. 12385
    Morgens, Waterfall, Vintiadis & Company, Inc.New York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $194M
  26. 12386
    D. M. Brenner, Inc.Solana Beach, CA · 137 clientsWealth managerHybrid
    Schwab 100%
    $194M
  27. 12387
    XPV Management LLCEl Segundo, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $194M
  28. 12388
    One Wealth InvestorsBoca Raton, FL · 138 clientsWealth manager
    Schwab 100%
    $193M
  29. 12389
    Sandia Wealth Management, LLCAlbuquerque, NM · 239 clientsWealth manager
    Raymond James 100%
    $193M
  30. 12390
    Pine Haven Investment Counsel, Inc.84 clientsWealth manager
    Schwab 100%
    $193M
  31. 12391
    Future Financial Wealth Management Group, LLCCincinnati, OH · 218 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $193M
  32. 12392
    Dynamic Wealth AdvisorsSurprise, AZ · 315 clientsWealth manager
    Schwab 100%
    $193M
  33. 12393
    Kazazian Asset Management, LLCFort Lauderdale, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $193M
  34. 12394
    Stonecreek Private Wealth, LLC69 clientsWealth manager
    Fidelity 100%
    $193M
  35. 12395
    Retirement Plan Fiduciaries, LLC51 clientsAsset manager
    MID Atlantic Trust 38%
    $193M
  36. 12396
    Kastel Capital Advisors, LLCWellesley, MA · 67 clientsWealth manager
    Fidelity 72%Schwab 28%
    $193M
  37. 12397
    Balanced Rock Investment AdvisorsRoslindale, MA · 210 clientsWealth manager
    Schwab 100%
    $193M
  38. 12398
    3 Factor Indexing, LLC48 clientsWealth manager
    Schwab 100%
    $193M
  39. 12399
    January Capital Advisors LLCSan Francisco, CA · 186 clientsWealth managerWrap sponsor
    Schwab 100%
    $193M
  40. 12400
    Rmdr Advisors, Inc.180 clientsWealth manager
    Fidelity 100%
    $193M

RIAs by state