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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. 12441
    Belmont Private WealthChesterfield, MO · 29 clientsWealth manager
    Schwab 100%
    $192M
  2. 12442
    SpurstoneHigganum, CT · 163 clientsWealth manager
    SEI 100%
    $192M
  3. 12443
    Investors Mosaic33 clientsWealth manager
    Schwab 62%Fidelity 38%
    $192M
  4. 12444
    Southport Station Financial Management, LLCSouthport, CT · 182 clientsWealth managerHybrid
    Raymond James 100%
    $192M
  5. 12445
    Incompass Financial Partners, LLCAlpharetta, GA · 340 clientsWealth managerHybrid
    Schwab 100%
    $192M
  6. 12446
    CLS Financial Advisors, Inc.Portland, OR · 87 clientsWealth manager
    Schwab 100%
    $192M
  7. 12447
    Pierson Wealth ManagementAtlanta, GA · 260 clientsWealth manager
    Raymond James 78%
    $192M
  8. 12448
    Pettee Investors IncRowayton, CT · 27 clientsWealth manager
    J.P. Morgan 33%Schwab 29%
    $192M
  9. 12449
    First American Asset Advisory, LLCGarden City, NY · 266 clientsBroker-dealer firmHybridMorgan Wilshire Securities, Inc., clears through RBC Capital Markets
    RBC 100%
    $192M
  10. 12450
    Five Pine WealthCoeur D'alene, ID · 350 clientsWealth manager
    Schwab 86%
    $192M
  11. 12451
    K2 Financial Inc.Glendora, CA · 393 clientsWealth managerHybrid
    SEI 88%
    $192M
  12. 12452
    Windward Management LP4 clientsPrivate fund adviser
    No custodian reported
    $192M
  13. 12453
    Old Rock Asset Management LLC9 clientsWealth manager
    Fidelity 100%
    $192M
  14. 12454
    Sanctuary AdvisorsDenver, CO · 45 clientsWealth managerHybrid
    Pershing 100%
    $192M
  15. 12455
    Phorcys Capital Partners, LLCAlpharetta, GA · 3 clientsPrivate fund adviserHybridFirst Southern, LLC
    No custodian reported
    $191M
  16. 12456
    The Capital Group Fiduciary Advisors, LLC285 clientsWealth managerHybrid
    Schwab 100%
    $191M
  17. 12457
    Cosmos Wealth, LLCLa Jolla, CA · 60 clientsWealth manager
    No custodian reported
    $191M
  18. 12458
    Strategic Advisory PartnersGreensboro, NC · 346 clientsWealth managerWrap sponsor
    Schwab 100%
    $191M
  19. 12459
    Spinosa Wealth Management GroupMandeville, LA · 152 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $191M
  20. 12460
    Variadic LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $191M
  21. 12461
    Aravalli Capital Management LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $191M
  22. 12462
    Togwotee CIO13 clientsAsset manager
    Schwab 100%
    $191M
  23. 12463
    Guardian Wealth Partners, LLCNew York, NY · 402 clientsWealth managerWrap sponsorHybridPark Avenue Securities LLC
    No custodian reported
    $191M
  24. 12464
    LB Partners LLCCharlottesville, VA · 4 clientsPrivate fund adviser
    No custodian reported
    $191M
  25. 12465
    Oceanside Advisors LLCMount Pleasant, SC · 253 clientsWealth manager
    Schwab 88%
    $191M
  26. 12466
    Anchor CapitalAliso Viejo, CA · 26 clientsAsset managerHybrid
    Schwab 73%Interactive Brokers 27%
    $191M
  27. 12467
    Investment Management CorporationRoanoke, VA · 193 clientsWealth manager
    Fidelity 100%
    $191M
  28. 12468
    High Plains Investment Advisors, Inc.Lubbock, TX · 137 clientsWealth manager
    Schwab 100%
    $191M
  29. 12469
    Forthright Family Wealth Advisory LLCHouston, TX · 64 clientsWealth manager
    Fidelity 100%
    $191M
  30. 12470
    Enza Financial, LLCIndependence, OH · 198 clientsWealth managerHybrid
    Schwab 100%
    $191M
  31. 12471
    Columbia River AdvisorsTacoma, WA · 233 clientsWealth manager
    Schwab 100%
    $191M
  32. 12472
    Apex Wealth Management, LLCBedford, NH · 114 clientsWealth manager
    Schwab 58%Fidelity 42%
    $191M
  33. 12473
    M83 Investment Group, LLCCalabasas, CA · 1 clientsAsset manager
    No custodian reported
    $191M
  34. 12474
    Calumet Capital Partners LLCMiami, FLAsset manager
    No custodian reported
    $191M
  35. 12475
    Bowen Financial Services, LLCMidlothian, VA · 67 clientsWealth manager
    Schwab 100%
    $191M
  36. 12476
    DRH Investments, Inc.Thousand Oaks, CA · 101 clientsWealth manager
    Fidelity 100%
    $191M
  37. 12477
    PSG Credit GP, LLCColumbia, MD · 7 clientsPrivate fund adviser
    No custodian reported
    $191M
  38. 12478
    D & G Advisory Group, L.L.C.293 clientsWealth manager
    Schwab 100%
    $191M
  39. 12479
    Meyer Capital Management LLC.Cincinnati, OH · 116 clientsWealth manager
    No custodian reported
    $191M
  40. 12480
    LFG Wealth Partners, LLCElizabethtown, KY · 360 clientsWealth manager
    Fidelity 62%Altruist 38%
    $191M

RIAs by state