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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. 12401
    Elemental Capital Partners LLC63 clientsWealth manager
    Schwab 100%
    $193M
  2. 12402
    Hinchley Advisory Group, LLCCentennial, CO · 296 clientsWealth manager
    Schwab 100%
    $193M
  3. 12403
    Willner & Heller LLCEncino, CA · 178 clientsWealth manager
    Schwab 100%
    $193M
  4. 12404
    East Guilford Financial Services LLCMadison, CT · 301 clientsWealth manager
    Schwab 100%
    $193M
  5. 12405
    Terra Alpha Investments LLCWashington, DC · 5 clientsPrivate fund adviser
    Northern Trust 100%
    $193M
  6. 12406
    Cape ANN Capital, Inc.Concord, MA · 246 clientsWealth manager
    Fidelity 100%
    $193M
  7. 12407
    Kinzie Capital PartnersChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $193M
  8. 12408
    Wickham Financial & Insurance ServicesMarietta, GA · 308 clientsWealth manager
    Schwab 100%
    $193M
  9. 12409
    High Point Wealth Management, LLCChester, NJ · 146 clientsWealth manager
    Fidelity 100%
    $193M
  10. 12410
    Baybridge Capital Group, LLCLivermore, CA · 220 clientsWealth manager
    Schwab 100%
    $193M
  11. 12411
    Acon Investments Management, LLCWashington, DC · 9 clientsPrivate fund adviser
    No custodian reported
    $193M
  12. 12412
    Fulcrum Wealth ManagementPlano, TX · 487 clientsWealth managerWrap sponsor
    Schwab 83%
    $193M
  13. 12413
    Setchfield Asset ManagementBradenton, FL · 250 clientsWealth manager
    Schwab 100%
    $193M
  14. 12414
    Arcadia FundsBurlington, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $193M
  15. 12415
    Falcon Bridge CapitalOakland, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $193M
  16. 12416
    Thomas LEO Advisory, LLCMinneapolis, MN · 145 clientsWealth manager
    Schwab 68%SEI 32%
    $193M
  17. 12417
    NumaMiami, FL · 60 clientsWealth manager
    Interactive Brokers 47%J.P. Morgan 31%BTG Pactual US Capital 22%
    $193M
  18. 12418
    Davis Private Wealth, LLCRoyal Palm Beach, FL · 144 clientsWealth manager
    Schwab 100%
    $193M
  19. 12419
    Mozayyx Management LLCAustin, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $193M
  20. 12420
    Grizzlyrock Capital, LLCChicago, IL · 5 clientsPrivate fund adviser
    No custodian reported
    $193M
  21. 12421
    Tailwinds Wealth, LLCVadnais Heights, MN · 268 clientsWealth manager
    Schwab 100%
    $193M
  22. 12422
    Quantstreet Capital30 clientsWealth manager
    Schwab 100%
    $193M
  23. 12423
    Blue Water Life Science Advisors, LP6 clientsPrivate fund adviser
    No custodian reported
    $193M
  24. 12424
    Financial Elements, IncRolling Meadows, IL · 124 clientsWealth manager
    Schwab 100%
    $193M
  25. 12425
    Happiness in RetirementSchenectady, NY · 240 clientsWealth manager
    Schwab 100%
    $193M
  26. 12426
    Cadia Private Client LLCParsippany, NJ · 122 clientsWealth manager
    Fidelity 100%
    $193M
  27. 12427
    Excel Capital Management CorpWarren, NJ · 71 clientsWealth manager
    No custodian reported
    $193M
  28. 12428
    Southern Capital Services IncDaphne, AL · 394 clientsWealth manager
    Schwab 100%
    $192M
  29. 12429
    CIG Asset Management, Inc.Southfield, MI · 158 clientsWealth managerWrap sponsorHybridCIG Securities, Inc.
    No custodian reported
    $192M
  30. 12430
    Greenshields Capital LLCEl Segundo, CA · 140 clientsWealth manager
    Fidelity 69%Schwab 31%
    $192M
  31. 12431
    Park State Asset Management LLCBeverly, MA · 60 clientsWealth manager
    Fidelity 66%Schwab 25%
    $192M
  32. 12432
    Hampton Rock Wealth ManagementAustin, TX · 56 clientsWealth managerHybridHamptonrock Partners, LLC
    Schwab 86%
    $192M
  33. 12433
    Blueheel LLCDallas, TX · 4 clientsPrivate fund adviser
    Jefferies 60%Btig 22%
    $192M
  34. 12434
    DT Investment Management Ifsc LLPGift City, Gandhi Nagar, Gujarat, India · 2 clientsPrivate fund adviser
    BNY 100%
    $192M
  35. 12435
    The Archer Consulting Group, LLCThibodaux, LA · 115 clientsWealth managerWrap sponsor
    Fidelity Distributors Company 100%
    $192M
  36. 12436
    Oak Tree Investment AdvisorsPittsburgh, PA · 130 clientsWealth manager
    Fidelity 100%
    $192M
  37. 12437
    Gregory Lyle & Co.60 clientsWealth manager
    Fidelity 100%
    $192M
  38. 12438
    Vines Capital Management, LLCMonroe, LA · 230 clientsWealth manager
    Schwab 100%
    $192M
  39. 12439
    GS Investment IncEagan, MN · 84 clientsWealth manager
    Schwab 100%
    $192M
  40. 12440
    Desert Rose Capital Management, Inc.Meridian, ID · 735 clientsWealth manager
    Schwab 100%
    $192M

RIAs by state