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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. 12841
    Crossgrain Family Investments, LLC77 clientsWealth manager
    Schwab 100%
    $178M
  2. 12842
    M Wealth Management, LLCSan Diego, CA · 358 clientsWealth manager
    Schwab 100%
    $178M
  3. 12843
    Farris Capital Management Inc.Carrollton, TX · 395 clientsWealth manager
    Fidelity 57%Schwab 43%
    $178M
  4. 12844
    Hoff Private WealthWausau, WI · 177 clientsWealth manager
    Schwab 100%
    $177M
  5. 12845
    Hollingsworth Avent Averre & Purvis, PARaleigh, NC · 100 clientsWealth manager
    Schwab 100%
    $177M
  6. 12846
    Silverpeak Wealth AdvisorsBoulder, CO · 133 clientsWealth manager
    Schwab 100%
    $177M
  7. 12847
    Naviant Partners, LLCFairhope, AL · 130 clientsWealth manager
    Schwab 100%
    $177M
  8. 12848
    Periope, LCSt. George, UT · 628 clientsWealth manager
    SEI 100%
    $177M
  9. 12849
    Oak Financial Group Inc131 clientsWealth manager
    Schwab 100%
    $177M
  10. 12850
    Newcorp Wealth ManagementAlpharetta, GA · 208 clientsWealth manager
    Schwab 100%
    $177M
  11. 12851
    Peterson Rogers Private Wealth, LLCSalt Lake City, UT · 87 clientsWealth manager
    Schwab 100%
    $177M
  12. 12852
    Marathon Mission, Inc.Latham, NY · 226 clientsWealth manager
    Schwab 100%
    $177M
  13. 12853
    Familywealth Asset ManagementLake Mary, FL · 421 clientsWealth manager
    Fidelity Distributors Company 47%Austin Capital Trust 39%
    $177M
  14. 12854
    Hull TacticalChicago, IL · 2 clientsAsset managerHybrid
    ABN Amro Clearing USA 100%
    $177M
  15. 12855
    Prosperitea PlanningGreenfield, MA · 121 clientsWealth manager
    Schwab 100%
    $177M
  16. 12856
    Stillwater Private WealthAllenton, PA · 164 clientsWealth manager
    Schwab 100%
    $177M
  17. 12857
    Torrey Wealth, LLCSan Diego, CA · 77 clientsWealth managerWrap sponsor
    Fidelity 100%
    $177M
  18. 12858
    Bradyco Financial37 clientsWealth manager
    Schwab 100%
    $177M
  19. 12859
    ENR Asset Management, IncorporatedWestmount, Quebec, Canada · 176 clientsWealth manager
    Wiener Privatbank SE 54%Bank Vontobel AG 46%
    $177M
  20. 12860
    Greybox InvestmentsBirmingham, AL · 108 clientsWealth manager
    Schwab 86%
    $177M
  21. 12861
    Prime Meridian Capital Management, LLCWalnut Creek, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $177M
  22. 12862
    Beyond Financial ServicesFremont, CA · 115 clientsWealth managerHybrid
    Raymond James 100%
    $177M
  23. 12863
    Ladd Capital Management LLCNew Haven, CT · 72 clientsWealth manager
    Schwab 100%
    $177M
  24. 12864
    Bannerman WealthLewisville, TX · 163 clientsWealth manager
    Schwab 100%
    $177M
  25. 12865
    Highbury Park LLC15 clientsPrivate fund adviser
    No custodian reported
    $176M
  26. 12866
    Quantor Capital LLCHouston, TX · 18 clientsPrivate fund adviser
    ADM 55%Schwab 45%
    $176M
  27. 12867
    Emvision Capital Advisors, LLCAurora, OH · 429 clientsWealth managerHybrid
    Assetmark Trust 100%
    $176M
  28. 12868
    Collins Advisors, LLCBuffalo, NY · 581 clientsWealth manager
    Raymond James 100%
    $176M
  29. 12869
    Pointer Financial Advisors LLCColumbia, MD · 160 clientsWealth manager
    Schwab 100%
    $176M
  30. 12870
    Livelsberger Financial AdvisoryAshland, OH · 380 clientsWealth manager
    Schwab 100%
    $176M
  31. 12871
    Parable Wealth AdvisorsSt Augustine, FL · 94 clientsWealth manager
    Schwab 100%
    $176M
  32. 12872
    Nerad + Deppe Wealth ManagementLa Jolla, CA · 177 clientsWealth manager
    Fidelity 100%
    $176M
  33. 12873
    Collar Capital Management, LLCAppleton, WI · 125 clientsWealth manager
    Interactive Brokers 100%
    $176M
  34. 12874
    Corbett Road Capital Management, LLCMcLean, VA · 3 clientsAsset managerHybridSpire Securities, LLC, clears through National Financial Services (Fidelity), Pershing
    Schwab 50%Fidelity 50%
    $176M
  35. 12875
    Avant Capital, LLCLafayette, LA · 339 clientsWealth manager
    Schwab 100%
    $176M
  36. 12876
    Summerhaven Investment Management, LLCStamford, CT · 1 clientsAsset manager
    Northern Trust 100%
    $176M
  37. 12877
    Kelsey Financial, LLCMoorpark, CA · 275 clientsWealth manager
    Schwab 100%
    $176M
  38. 12878
    McLaughlin Asset Management, Inc.Danville, IL · 111 clientsWealth manager
    Schwab 100%
    $176M
  39. 12879
    Nine Left Capital LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $176M
  40. 12880
    Mackay Financial Planning, LLCSpringfield, MO · 71 clientsWealth manager
    Altruist 77%Vanguard 23%
    $176M

RIAs by state