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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. 12761
    Accelerated Wealth Advisors LLCColorado Springs, CO · 571 clientsWealth manager
    Schwab 100%
    $180M
  2. 12762
    Broad Reach Capital LLCRaleigh, NC · 22 clientsAsset manager
    Pinnacle Financial Partners 52%Equity Trust 37%
    $180M
  3. 12763
    Roxbury FinancialMount Arlington, NJ · 245 clientsWealth manager
    Fidelity 100%
    $180M
  4. 12764
    Woloshin Investment Management, LLCMedford, NJ · 410 clientsWealth managerWrap sponsor
    Schwab 100%
    $180M
  5. 12765
    Vera Lake Capital, LLCEdina, MN · 10 clientsWealth manager
    Fidelity 100%
    $180M
  6. 12766
    Steven G. Blum and Associates, LLCSwarthmore, PA · 70 clientsWealth manager
    Schwab 52%Fidelity 35%
    $180M
  7. 12767
    Lander & Associates Inc48 clientsWealth manager
    Schwab 86%
    $180M
  8. 12768
    Wacker & Associates, Inc.Jackson, MN · 183 clientsWealth manager
    Schwab 88%
    $180M
  9. 12769
    Lewis Capital ManagementBeverly Hills, CA · 83 clientsWealth manager
    Schwab 100%
    $180M
  10. 12770
    Cintrifuse CapitalCincinnati, OH · 4 clientsPrivate fund adviser
    No custodian reported
    $180M
  11. 12771
    Fleisher, Martin12 clientsWealth manager
    Vanguard 56%Schwab 25%
    $180M
  12. 12772
    Versa CapitalPhiladelphia, PA · 7 clientsPrivate fund adviser
    No custodian reported
    $180M
  13. 12773
    Versa CapitalPhiladelphia, PA · 7 clientsPrivate fund adviser
    No custodian reported
    $180M
  14. 12774
    Ember L. Flack, JD, CFP, CLU, Chfc40 clientsWealth manager
    No custodian reported
    $180M
  15. 12775
    Hall Capital, LLCPasadena, CA · 39 clientsWealth manager
    Fidelity 100%
    $180M
  16. 12776
    T2 Asset Management, LLCNaperville, IL · 560 clientsWealth managerHybrid
    Schwab 100%
    $180M
  17. 12777
    2e Capital Partners LPNew York, NY · 4 clientsPrivate fund adviser
    U.S. Bank 100%
    $180M
  18. 12778
    Kestrel Investment Management CorpSan Mateo, CA · 9 clientsAsset manager
    State Street 62%FNZ Trust 27%
    $180M
  19. 12779
    Daventry Group LPNew York, NY · 3 clientsAsset manager
    Northern Trust 100%
    $180M
  20. 12780
    C2c Wealth Management, LLCScottsdale, AZ · 324 clientsWealth managerHybrid
    Schwab 100%
    $180M
  21. 12781
    Bey-Douglas, LLC Investment CounselMarietta, GA · 150 clientsWealth manager
    Schwab 100%
    $180M
  22. 12782
    Greenwood Investors LLCNew York, NY · 35 clientsPrivate fund adviser
    Interactive Brokers 100%
    $180M
  23. 12783
    Winter & Associates, Inc.St. Paul, MN · 208 clientsWealth manager
    Schwab 58%Pershing 42%
    $180M
  24. 12784
    Keen Capital, LTDChapin, SC · 113 clientsWealth manager
    Schwab 87%
    $180M
  25. 12785
    Stirling Financial GroupSan Diego, CA · 304 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $180M
  26. 12786
    Arc24 Management, LPNew York, NY · 6 clientsPrivate fund adviser
    J.P. Morgan 83%
    $180M
  27. 12787
    River City Wealth ManagementJacksonville, FL · 128 clientsWealth manager
    Schwab 100%
    $180M
  28. 12788
    Rare Wolf Capital LLCBellevue, WA · 33 clientsWealth manager
    Schwab 100%
    $180M
  29. 12789
    Allaria Asset Management, LLCMiami, FL · 15 clientsAsset managerHybridAllaria S.A., Allaria Securities, LLC, clears through Pershing
    Interactive Brokers 36%J.P. Morgan 29%Pershing 23%
    $180M
  30. 12790
    Astra Ventures52 clientsWealth manager
    Schwab 91%
    $180M
  31. 12791
    Eames Financial50 clientsWealth manager
    No custodian reported
    $180M
  32. 12792
    Crossover CapitalYardley, PA · 99 clientsWealth manager
    Fidelity 100%
    $179M
  33. 12793
    Golden K Plans and Wealth Management A DBA of Golden K Wealth MGWoodland Hills, CA · 126 clientsAsset manager
    Schwab 65%Broadridge 35%
    $179M
  34. 12794
    Beers Kight Financial Advisors, LLCColumbia, SC · 100 clientsWealth manager
    Schwab 100%
    $179M
  35. 12795
    Waystone Advisors LLC306 clientsWealth manager
    Equity Trust 100%
    $179M
  36. 12796
    The Private Investment Group, Inc.Kettering, OH · 184 clientsWealth manager
    Schwab 100%
    $179M
  37. 12797
    Palm Wealth PartnersBoca Raton, FL · 696 clientsWealth manager
    Fidelity Distributors Company 100%
    $179M
  38. 12798
    The Dowling Group Wealth ManagementGreenwich, CT · 324 clientsWealth manager
    Fidelity 100%
    $179M
  39. 12799
    Timmons Wealth ManagementAttleboro, MA · 150 clientsWealth manager
    Schwab 100%
    $179M
  40. 12800
    Spring Lake Equity GP LLCBurlington, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $179M

RIAs by state