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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. 12881
    SFI Advisors, LLCMontclair, NJ · 304 clientsWealth managerHybrid
    Schwab 100%
    $176M
  2. 12882
    Sovereign Asset ManagementAmherst, NY · 350 clientsWealth manager
    Fidelity 100%
    $176M
  3. 12883
    Philadelphia Investment Partners, LLCVoorhees, NJ · 145 clientsWealth manager
    Interactive Brokers 72%
    $176M
  4. 12884
    Together PlanningGainesville, FL · 187 clientsWealth manager
    Schwab 100%
    $176M
  5. 12885
    Comprehensive Financial Planning IncOklahoma City, OK · 100 clientsWealth manager
    Schwab 100%
    $176M
  6. 12886
    Fellowship Financial GroupMaitland, FL · 492 clientsWealth manager
    Schwab 100%
    $176M
  7. 12887
    Planvest Financial, Inc.Gaithersburg, MD · 309 clientsWealth managerWrap sponsor
    Schwab 100%
    $176M
  8. 12888
    IntentionalFort Mill, SC · 400 clientsWealth managerHybrid
    Raymond James 100%
    $176M
  9. 12889
    Routeburn Capital2 clientsPrivate fund adviser
    No custodian reported
    $176M
  10. 12890
    Toptier Wealth Management105 clientsWealth manager
    Schwab 100%
    $176M
  11. 12891
    Preserver PartnersMemphis, TN · 1 clientsPrivate fund adviser
    Interactive Brokers 100%
    $176M
  12. 12892
    Catchlight Capital Management LLC5 clientsPrivate fund adviser
    No custodian reported
    $176M
  13. 12893
    Profusion Private WealthSt. Louis, MO · 78 clientsWealth manager
    Schwab 100%
    $176M
  14. 12894
    Macke Financial Advisory GroupFort Myers, FL · 130 clientsWealth manager
    Altruist 100%
    $176M
  15. 12895
    Fiduciary Financial Planning NetworkOnalaska, WI · 333 clientsWealth manager
    Schwab 100%
    $176M
  16. 12896
    Downing Street Wealth Management LLCGreenwood Village, CO · 150 clientsWealth manager
    Schwab 70%
    $176M
  17. 12897
    Light Financial Services, Inc.Fargo, ND · 622 clientsWealth manager
    Schwab 82%
    $176M
  18. 12898
    Hill Country GroupBoerne, TX · 413 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $176M
  19. 12899
    TLW Wealth Management, LLC118 clientsWealth manager
    Schwab 100%
    $175M
  20. 12900
    Three Bridges Capital, LPMonmouth Beach, NJ · 3 clientsPrivate fund adviser
    No custodian reported
    $175M
  21. 12901
    Feenix Venture Partners, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $175M
  22. 12902
    Penbrook Management LLCNew York, NY · 81 clientsWealth managerHybrid
    Pershing 100%
    $175M
  23. 12903
    Alan B. Lancz & Associates, Inc.Toledo, OH · 101 clientsWealth managerHybrid
    Schwab 81%
    $175M
  24. 12904
    Appalachian Capital ManagementSt. Clairsville, OH · 358 clientsWealth manager
    Schwab 100%
    $175M
  25. 12905
    CTA Wealth Advisors, Inc.Burbank, CA · 104 clientsWealth managerHybrid
    Schwab 100%
    $175M
  26. 12906
    Gould Capital, LLCTacoma, WA · 156 clientsWealth manager
    Schwab 100%
    $175M
  27. 12907
    Greenleaf Financial GroupCarmel, IN · 123 clientsWealth manager
    No custodian reported
    $175M
  28. 12908
    WPA Family Office, LLCDallas, TX · 21 clientsWealth manager
    Schwab 100%
    $175M
  29. 12909
    The Pillar StrategiesFlemington, NJAsset managerHybrid
    Schwab 100%
    $175M
  30. 12910
    Wayve Capital Management, LLC12 clientsPrivate fund adviser
    No custodian reported
    $175M
  31. 12911
    Cicc Alpha Investment Management (USA), LLCNew York, NY · 1 clientsPrivate fund adviserAffiliated broker-dealerCicc US Securities, Inc.
    No custodian reported
    $175M
  32. 12912
    Robert A. Zock & Co.,inc.Sutton, NH · 96 clientsWealth manager
    Fiduciary Trust 84%
    $175M
  33. 12913
    Power Asset Management LLCLos Angeles, CA · 35 clientsWealth manager
    Schwab 50%Northern Trust 39%
    $175M
  34. 12914
    J. Freeman & AssociatesGreenville, SC · 365 clientsBroker-dealer firmHybrid
    Schwab 100%
    $175M
  35. 12915
    Sippican Capital AdvisorsBoston, MA · 150 clientsWealth manager
    Fidelity 100%
    $175M
  36. 12916
    Reinova Capital Advisors LLCGreenwich, CT · 1 clientsPrivate fund adviser
    No custodian reported
    $175M
  37. 12917
    The Atlas Financial GroupMiami, FL · 71 clientsAsset manager
    Stonex Financial 100%
    $175M
  38. 12918
    Yoffe Investment Management, LLCLemoyne, PA · 13 clientsWealth manager
    Schwab 100%
    $175M
  39. 12919
    TNT Asset Management, LLCRound Rock, TX · 203 clientsWealth manager
    SEI 100%
    $175M
  40. 12920
    Income & Asset Advisory, Inc.Armonk, NY · 287 clientsWealth managerHybrid
    Fidelity 81%
    $175M

RIAs by state