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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. 13041
    Granada Wealth Management, LLCDavidson, NC · 76 clientsWealth manager
    Schwab 100%
    $171M
  2. 13042
    Hoover Private Wealth, LLCRoyal Oak, MI · 222 clientsAsset manager
    Fidelity Distributors Company 100%
    $171M
  3. 13043
    TAM Financial Advisors, LLC92 clientsWealth manager
    Schwab 100%
    $171M
  4. 13044
    Genesis Financial Group, LLCParamus, NJ · 73 clientsWealth manager
    Schwab 100%
    $171M
  5. 13045
    R.J. Cloud Advisors & CompanyBixby, OK · 160 clientsWealth manager
    Schwab 100%
    $171M
  6. 13046
    Intentional Wealth StrategiesColorado Springs, CO · 161 clientsWealth manager
    Raymond James 100%
    $171M
  7. 13047
    Littlejohn Financial Services IncRoseburg, OR · 560 clientsWealth manager
    Wells Fargo 100%
    $171M
  8. 13048
    Entruity Wealth, LLCBakersfield, CA · 305 clientsWealth managerHybrid
    Schwab 100%
    $171M
  9. 13049
    Wilhelm Financial Services, PLLC7 clientsWealth manager
    Schwab 100%
    $171M
  10. 13050
    Donald W. Nicholson & Associates LTDWilmington, DE · 156 clientsWealth manager
    Schwab 100%
    $171M
  11. 13051
    Prairie View Wealth Partners LLCSioux Falls, SD · 42 clientsWealth manager
    Raymond James 100%
    $171M
  12. 13052
    Cain Capital Management, LPDallas, TX · 24 clientsWealth manager
    Morgan Stanley 100%
    $171M
  13. 13053
    Wilsquare Capital LLCSt. Louis, MO · 2 clientsPrivate fund adviser
    No custodian reported
    $171M
  14. 13054
    Harbor IthakaAventura, FL · 43 clientsPrivate fund adviser
    Bank OZK 65%
    $171M
  15. 13055
    Hayden Harper Wealth Advisory, LLCCharlotte, NC · 78 clientsWealth manager
    Schwab 100%
    $171M
  16. 13056
    Hegarty Advisors, LLCGarden City, NY · 101 clientsWealth manager
    Schwab 100%
    $171M
  17. 13057
    PEB Capital Management LLCColumbus, OH · 169 clientsWealth manager
    Schwab 100%
    $171M
  18. 13058
    Yandell Investments, LLCOrlando, FL · 115 clientsWealth manager
    Fidelity 100%
    $171M
  19. 13059
    Cohesion Wealth Management, LLCBroomfield, CO · 395 clientsWealth manager
    Schwab 100%
    $171M
  20. 13060
    Wealth Engineering, LLCScottsdale, AZ · 56 clientsWealth manager
    Schwab 100%
    $171M
  21. 13061
    RWR Investments LLCDallas, TX · 9 clientsWealth manager
    Schwab 100%
    $171M
  22. 13062
    Swiftwater Capital49 clientsWealth manager
    Schwab 100%
    $171M
  23. 13063
    Joseph AdvisoryEl Paso, TX · 8 clientsPrivate fund adviser
    No custodian reported
    $171M
  24. 13064
    RMR Capital Management LLCTustin, CA · 72 clientsWealth manager
    Schwab 100%
    $171M
  25. 13065
    Toberman Becker Wealth, LLCSt. Louis, MO · 102 clientsWealth manager
    Schwab 100%
    $171M
  26. 13066
    MCM WealthNovato, CA · 85 clientsWealth manager
    Fidelity 78%Columbia Private Trust 22%
    $171M
  27. 13067
    Seamans Capital Management, LLCWaltham, MA · 44 clientsPrivate fund adviser
    Deutsche Bank 100%
    $171M
  28. 13068
    Proactive Capital Management, Inc.Topeka, KS · 272 clientsWealth manager
    Schwab 77%Tiaa-Cref Individual & Institutional Services 23%
    $171M
  29. 13069
    Taylor Wealth Management, LLCTorrance, CA · 63 clientsWealth manager
    Altruist 100%
    $171M
  30. 13070
    IGW Advisory Investment Management LLCLos Angeles, CA · 29 clientsWealth manager
    Fidelity 62%Brown Brothers Harriman Investments 38%
    $171M
  31. 13071
    North Shore Investment Consulting LLCWilmette, IL · 103 clientsWealth manager
    Fidelity 100%
    $171M
  32. 13072
    Pacesetter Financial Group, L.L.C.Lincoln, IL · 371 clientsWealth manager
    Schwab 100%
    $170M
  33. 13073
    Patrick Financial Group LLC.Brighton, MI · 607 clientsWealth manager
    No custodian reported
    $170M
  34. 13074
    Allison Investment Management, LLCColumbia, SC · 100 clientsWealth managerHybrid
    Schwab 51%Fidelity 49%
    $170M
  35. 13075
    Cirrus Capital LLCBloomfield Hills, MI · 333 clientsWealth manager
    Schwab 95%
    $170M
  36. 13076
    West End Wealth Management, LLCDenver, CO · 53 clientsWealth manager
    Schwab 100%
    $170M
  37. 13077
    Redwood Park AdvisorsRedwood City, CA · 122 clientsWealth manager
    Schwab 100%
    $170M
  38. 13078
    Mount Lucas Index Advisers LLCNewtown, PA · 1 clientsAsset manager
    No custodian reported
    $170M
  39. 13079
    Hoplon Asset Management, L.P.Greenwich, CT · 3 clientsPrivate fund adviserHybridVistina Advisory LLC, Vistina Structured Credit Advisory LLC
    No custodian reported
    $170M
  40. 13080
    Zeit Capital Advisors73 clientsWealth manager
    Schwab 100%
    $170M

RIAs by state