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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. 12481
    Dynamic Wealth Strategies, LLCGranite Bay, CA · 159 clientsWealth manager
    Schwab 100%
    $191M
  2. 12482
    Masus Financial Group, LTD.Batavia, IL · 296 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $191M
  3. 12483
    Wisdom Wealth StrategiesGreenwood Village, CO · 219 clientsWealth manager
    Schwab 100%
    $190M
  4. 12484
    Bluestone Private Wealth, LLCCleveland, OH · 18 clientsWealth manager
    Schwab 100%
    $190M
  5. 12485
    Vanguard CapitalDenver, CO · 199 clientsWealth manager
    Schwab 100%
    $190M
  6. 12486
    Lord Abbett FIF Advisor LLCJersey City, NJ · 2 clientsAsset managerHybridLord Abbett Distributor LLC
    No custodian reported
    $190M
  7. 12487
    Aegis Wealth Management, LLCMaitland, FL · 170 clientsWealth manager
    Schwab 100%
    $190M
  8. 12488
    MJC Advisors, LLC83 clientsWealth manager
    Schwab 100%
    $190M
  9. 12489
    Armada AdvisorsPensacola, FL · 323 clientsWealth manager
    No custodian reported
    $190M
  10. 12490
    Clutinger Williams & Verhoye IncSan Diego, CA · 113 clientsWealth manager
    Schwab 100%
    $190M
  11. 12491
    Ategra Capital Management, LLCVienna, VA · 2 clientsPrivate fund adviser
    No custodian reported
    $190M
  12. 12492
    Cove Wealth ManagementHouston, TX · 91 clientsWealth manager
    Schwab 100%
    $190M
  13. 12493
    Silicon Beach Wealth, LLCMarina Del Rey, CA · 191 clientsWealth manager
    Schwab 100%
    $190M
  14. 12494
    Three Sixty Wealth Management, LLCBloomington, IL · 186 clientsWealth manager
    Schwab 100%
    $190M
  15. 12495
    Creek Drive Management Group LLC1 clientsPrivate fund adviser
    No custodian reported
    $190M
  16. 12496
    Financial Horizons, Inc.14 clientsWealth manager
    No custodian reported
    $190M
  17. 12497
    Pacific Value, LLCBoise, ID · 169 clientsWealth manager
    No custodian reported
    $190M
  18. 12498
    Blueprint Wealth Management Inc.Ellicott City, MD · 320 clientsWealth manager
    Schwab 100%
    $190M
  19. 12499
    Altruist Advisors LLCCulver City, CA · 244 clientsWealth managerHybridAltruist Financial LLC
    Altruist 100%
    $190M
  20. 12500
    Conceptual Financial Advisors, LLCAppleton, WI · 426 clientsWealth managerWrap sponsorHybrid
    LPL Financial 88%
    $190M
  21. 12501
    T&t Capital Management296 clientsWealth manager
    Schwab 100%
    $190M
  22. 12502
    Harbour Financial Resources, LTDSkokie, IL · 124 clientsWealth manager
    Schwab 100%
    $190M
  23. 12503
    Rockwood Equity Partners LLCDenver, CO · 6 clientsPrivate fund adviser
    No custodian reported
    $190M
  24. 12504
    Continental Advisors LLC1 clientsPrivate fund adviser
    No custodian reported
    $190M
  25. 12505
    Aetos Capital Real EstateGreenwich, CT · 8 clientsPrivate fund adviser
    No custodian reported
    $190M
  26. 12506
    Signet Private Wealth, LLCChicago, IL · 80 clientsWealth manager
    Schwab 100%
    $190M
  27. 12507
    Financial Independence Advisors, LLCJacksonville, FL · 186 clientsWealth manager
    Fidelity 83%
    $190M
  28. 12508
    Calvert Wealth Management, Inc.Dunkirk, MD · 360 clientsWealth managerHybrid
    Fidelity 100%
    $190M
  29. 12509
    OM Advisers LPSummit, NJ · 3 clientsPrivate fund adviser
    No custodian reported
    $189M
  30. 12510
    Solutions 4 WealthSouthlake, TX · 209 clientsWealth manager
    Schwab 100%
    $189M
  31. 12511
    Xception Family OfficeAtlanta, GA · 28 clientsWealth managerHybrid
    John A. Levin & Co. 100%
    $189M
  32. 12512
    Procure Etfs1 clientsAsset managerHybrid
    No custodian reported
    $189M
  33. 12513
    Daytona Street CapitalSaint Louis, MO · 51 clientsWealth manager
    Schwab 100%
    $189M
  34. 12514
    Odyssey Capital Advisors Inc.Bala Cynwyd, PA · 259 clientsWealth manager
    Schwab 100%
    $189M
  35. 12515
    Financial Strategies GroupFargo, ND · 659 clientsWealth managerHybrid
    Axos 86%
    $189M
  36. 12516
    Bluerock Credit Fund Advisor, LLCNew York, NY · 1 clientsAsset managerHybridBluerock Capital Markets LLC
    No custodian reported
    $189M
  37. 12517
    Hara Capital LLC35 clientsWealth manager
    Schwab 100%
    $189M
  38. 12518
    Argosy-Lionbridge Management, LLCWayne, PA · 5 clientsAsset manager
    BNY 84%
    $189M
  39. 12519
    CFS Wealth ManagementMacon, GA · 465 clientsWealth managerHybrid
    Fidelity 100%
    $189M
  40. 12520
    Elm3 Financial Group, LLCAlpharetta, GA · 287 clientsWealth manager
    Fidelity Distributors Company 100%
    $189M

RIAs by state