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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. 13361
    Fidelis Financial Planning, LLCSaint Charles, MO · 149 clientsWealth manager
    Schwab 100%
    $160M
  2. 13362
    Sequinox Wealth Management, LLCLancaster, PA · 761 clientsWealth manager
    Fidelity 100%
    $160M
  3. 13363
    Hazlett Wealth Management LLCKetchum, ID · 60 clientsWealth manager
    No custodian reported
    $160M
  4. 13364
    Sequoia Planning & Investments LLC30 clientsWealth manager
    Schwab 100%
    $160M
  5. 13365
    Kensington Financial Advisors LLCRoseland, NJ · 91 clientsWealth manager
    Schwab 100%
    $160M
  6. 13366
    Steady Returns336 clientsWealth manager
    Schwab 100%
    $160M
  7. 13367
    TRM Advisors LPSouthfield, MI · 2 clientsPrivate fund adviser
    No custodian reported
    $160M
  8. 13368
    Blue Water Capital Management, LLCApex, NC · 106 clientsWealth manager
    Schwab 100%
    $160M
  9. 13369
    Season Investments, LLCColorado Springs, CO · 76 clientsWealth manager
    Schwab 100%
    $160M
  10. 13370
    Read & Powell Financial Services, LLCElko, NV · 530 clientsWealth managerWrap sponsor
    Fidelity 100%
    $160M
  11. 13371
    Wiregrass Asset ManagementThomasville, GA · 330 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $160M
  12. 13372
    RAI Wealth ManagementPlacentia, CA · 247 clientsWealth manager
    Schwab 53%SEI 47%
    $160M
  13. 13373
    Moulton Wealth Management, IncSpokane Valley, WA · 477 clientsWealth managerWrap sponsor
    Schwab 100%
    $160M
  14. 13374
    Zidel Financial Inc.Breckenridge, CO · 135 clientsWealth manager
    Schwab 100%
    $160M
  15. 13375
    Retirement Solutions GroupFranklin, TN · 301 clientsWealth manager
    Schwab 100%
    $160M
  16. 13376
    Fairway Financial, LLCCasselberry, FL · 121 clientsWealth manager
    Schwab 100%
    $160M
  17. 13377
    Green Horizon Partners Capital LLC1 clientsPrivate fund adviser
    No custodian reported
    $160M
  18. 13378
    Retirement Advisors, Inc.Mobile, AL · 185 clientsWealth manager
    Schwab 100%
    $160M
  19. 13379
    Sycamore Investment Consulting Services, LLCMadison, WI · 42 clientsWealth managerHybridButtonwood Partners, Inc.
    Fidelity 100%
    $160M
  20. 13380
    Altura CapitalCoral Gables, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $160M
  21. 13381
    Blue Moon Capital Management LLCBoston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $160M
  22. 13382
    Capital Financial, LLCOlney, MD · 82 clientsAsset manager
    Assetmark Brokerage 75%
    $159M
  23. 13383
    Cornerstone Alternatives410 clientsWealth manager
    Schwab 100%
    $159M
  24. 13384
    Adare Asset Management, LLCLancaster, PA · 81 clientsWealth manager
    Fidelity 60%Security National Trust 40%
    $159M
  25. 13385
    Fusco Financial Services IncWilton Manors, FL · 133 clientsWealth managerHybrid
    Fidelity 100%
    $159M
  26. 13386
    U.S.A. Financial & Tax Services, LLCFarmington, CT · 660 clientsWealth manager
    Schwab 100%
    $159M
  27. 13387
    Strada Financial Group LLCBoring, OR · 213 clientsWealth manager
    SEI 100%
    $159M
  28. 13388
    Murray Investment Management, LLCHouston, TX · 43 clientsWealth manager
    Fidelity 100%
    $159M
  29. 13389
    Modern Dollar Planning, LLCSt. Louis, MO · 153 clientsWealth manager
    Fidelity 100%
    $159M
  30. 13390
    Hackett Financial Group, LLCWimberley, TX · 254 clientsWealth manager
    Schwab 100%
    $159M
  31. 13391
    HDA Wealth Management, LLCPoland, OH · 543 clientsWealth managerHybrid
    Schwab 99%
    $159M
  32. 13392
    Sankala Group LLC107 clientsWealth manager
    Schwab 100%
    $159M
  33. 13393
    SKA Financial Services,inc.Fairview Park, OH · 229 clientsWealth managerHybridSKA Securities, Inc.
    Schwab 100%
    $159M
  34. 13394
    Strivus Wealth Partners LLCJacksonville Beach, FL · 173 clientsWealth manager
    Schwab 100%
    $159M
  35. 13395
    R.S. Petrell & Associates, LLC D/b/a Strategic Wealth AdvisorsDewitt, NY · 291 clientsWealth managerHybrid
    No custodian reported
    $159M
  36. 13396
    Retirement Income Strategies, LLCEvansville, WI · 339 clientsWealth managerWrap sponsor
    Schwab 100%
    $159M
  37. 13397
    Graystreet PartnersSan Antonio, TX · 59 clientsPrivate fund adviser
    No custodian reported
    $159M
  38. 13398
    Todd Wealth Management LLCVenice, FL · 362 clientsWealth manager
    Schwab 100%
    $159M
  39. 13399
    Plus Group Wealth Advisors, LLCBelgium, WI · 516 clientsWealth manager
    Schwab 100%
    $159M
  40. 13400
    Phoenician Capital LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $159M

RIAs by state