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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. 12801
    Jordanelle CapitalSalt Lake City, UT · 4 clientsPrivate fund adviser
    No custodian reported
    $179M
  2. 12802
    Dolan Capital Advisors, LLCCharlotte, NC · 83 clientsWealth manager
    Schwab 100%
    $179M
  3. 12803
    O'connor Wealth Management, Inc.Monrovia, CA · 221 clientsWealth manager
    Wells Fargo 100%
    $179M
  4. 12804
    Benchmark Wealth ManagementCincinnati, OH · 76 clientsWealth manager
    Schwab 84%
    $179M
  5. 12805
    Brightree Wealth Management, LLC191 clientsWealth manager
    Schwab 100%
    $179M
  6. 12806
    Gallo Partners LP6 clientsPrivate fund adviser
    No custodian reported
    $179M
  7. 12807
    Parvin Asset Management, LLCSioux Falls, SD · 101 clientsWealth manager
    Schwab 81%
    $179M
  8. 12808
    Mirretti Perryman Wealth Strategies, LLCSkokie, IL · 178 clientsWealth managerWrap sponsor
    Raymond James 100%
    $179M
  9. 12809
    True Square Financial LLCAtlanta, GA · 73 clientsWealth manager
    Schwab 100%
    $179M
  10. 12810
    Collaborative Portfolio ManagementOverland Park, KS · 182 clientsWealth managerHybrid
    Fidelity 100%
    $179M
  11. 12811
    The Planner's Edge LLCMercer Island, WA · 213 clientsWealth manager
    Schwab 100%
    $179M
  12. 12812
    PSP Research LLCAsset manager
    CF Secured 100%
    $179M
  13. 12813
    Maroon Pass Advisors LPAustin, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $179M
  14. 12814
    Clearview Wealth ManagementIrvine, CA · 386 clientsWealth manager
    Schwab 100%
    $179M
  15. 12815
    AJF Capital Management, Inc.New York, NY · 313 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $179M
  16. 12816
    Keystone Financial Resources, LLCBrentwood, TN · 100 clientsWealth managerWrap sponsor
    Schwab 100%
    $179M
  17. 12817
    Core Financial AdvisorsSan Bernardino, CA · 249 clientsWealth managerHybrid
    Schwab 100%
    $179M
  18. 12818
    Liberty One Wealth AdvisorsPhiladelphia, PA · 236 clientsWealth managerWrap sponsor
    Schwab 100%
    $178M
  19. 12819
    Legacy Wealth Advisors, LLCSan Jose, CA · 62 clientsWealth manager
    Schwab 100%
    $178M
  20. 12820
    Glass Lakes Capital Management LLCOverland Park, KS · 140 clientsWealth manager
    Schwab 100%
    $178M
  21. 12821
    William B. Walkup & Associates, Inc.Columbia, SC · 65 clientsPrivate fund adviser
    Interactive Brokers 100%
    $178M
  22. 12822
    Index Technologies Group LLCNew York, NY · 40 clientsAsset manager
    Raymond James 100%
    $178M
  23. 12823
    Aspetuck Financial Management LLCWestport, CT · 99 clientsWealth manager
    Schwab 100%
    $178M
  24. 12824
    Avrio Wealth PTE LTDSingapore, Singapore · 136 clientsWealth manager
    Interactive Brokers 100%
    $178M
  25. 12825
    Candelo Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $178M
  26. 12826
    Investment Insight Wealth Management, LLC133 clientsWealth manager
    Schwab 100%
    $178M
  27. 12827
    Lansing Management, LPNew York, NY · 3 clientsPrivate fund adviser
    Morgan Stanley 100%
    $178M
  28. 12828
    Panorama Point Partners, LLCOmaha, NE · 15 clientsPrivate fund adviser
    No custodian reported
    $178M
  29. 12829
    The Watermill GroupBoston, MA · 18 clientsPrivate fund adviser
    No custodian reported
    $178M
  30. 12830
    Hedges Asset Management LLC28 clientsWealth managerHybrid
    Schwab 100%
    $178M
  31. 12831
    Acme Jack Wealth Management73 clientsWealth managerWrap sponsor
    No custodian reported
    $178M
  32. 12832
    Fiduciary Wealth Group, LLCCenterville, OH · 222 clientsWealth manager
    Fidelity 100%
    $178M
  33. 12833
    Wisconsin Wealth Advisors, LLCSun Prairie, WI · 293 clientsWealth managerHybrid
    Axos 100%
    $178M
  34. 12834
    Oppenheimer Alternative Investment Management, LLCNew York, NY · 7 clientsPrivate fund adviserHybridOppenheimer & Co. Inc., Oppenheimer Europe LTD
    No custodian reported
    $178M
  35. 12835
    Silicon Private Wealth, LLC89 clientsWealth managerHybrid
    Schwab 100%
    $178M
  36. 12836
    SMB Financial Services, Inc.Portland, OR · 444 clientsWealth manager
    Schwab 100%
    $178M
  37. 12837
    Gasber Financial Advisors, IncFolsom, CA · 183 clientsWealth manager
    Schwab 100%
    $178M
  38. 12838
    Conway Financial Group, LLCChesterfield, MO · 84 clientsWealth manager
    Schwab 100%
    $178M
  39. 12839
    Muntz Financial, LLCDoylestown, PA · 99 clientsWealth manager
    Interactive Brokers 65%Nationwide Investment Services 25%
    $178M
  40. 12840
    TDC Capital Advisors, Inc.College Station, TX · 113 clientsWealth manager
    Fidelity 100%
    $178M

RIAs by state