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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. 13401
    Invest Inc.Lexington, KY · 208 clientsWealth manager
    Schwab 100%
    $159M
  2. 13402
    Radius Wealth Management, Inc.Boston, MA · 132 clientsWealth manager
    Schwab 100%
    $159M
  3. 13403
    SCG Asset Management LLCNaperville, IL · 8 clientsWealth manager
    J.P. Morgan 100%
    $159M
  4. 13404
    Altar Rock27 clientsWealth managerHybrid
    Fidelity 100%
    $159M
  5. 13405
    Private Financial Management LLC31 clientsWealth manager
    Schwab 100%
    $159M
  6. 13406
    Verus Financial GroupSugar Land, TX · 388 clientsWealth manager
    Schwab 100%
    $159M
  7. 13407
    Ventana Private Wealth LLCDenver, CO · 33 clientsWealth manager
    Schwab 100%
    $159M
  8. 13408
    Nitor Capital ManagementEnglewood Cliffs, NJ · 15 clientsPrivate fund adviser
    Interactive Brokers 100%
    $159M
  9. 13409
    Advisory Advocates LLCGrand Rapids, MI · 249 clientsWealth manager
    Schwab 100%
    $159M
  10. 13410
    Starr-Mathews Financial, LLCCalhoun, GA · 114 clientsWealth managerWrap sponsor
    Schwab 89%
    $159M
  11. 13411
    Summitas Investment Management LLC41 clientsWealth manager
    Fidelity 100%
    $159M
  12. 13412
    Soundpath Retirement Strategies, LLCBellevue, WA · 181 clientsWealth manager
    Schwab 100%
    $159M
  13. 13413
    Sonoma Private Wealth LLCNovato, CA · 85 clientsWealth manager
    Schwab 63%Fidelity Distributors Company 37%
    $158M
  14. 13414
    Beantown Financial Advisors LLC63 clientsWealth manager
    Schwab 100%
    $158M
  15. 13415
    Zermatt Wealth PartnersSan Diego, CA · 211 clientsWealth manager
    Schwab 100%
    $158M
  16. 13416
    Scherer Financial Advisory Services, LLCDallas, TX · 178 clientsWealth manager
    Raymond James 100%
    $158M
  17. 13417
    BPC Advisors LLCEast Syracuse, NY · 126 clientsWealth manager
    Schwab 100%
    $158M
  18. 13418
    AIM Advisors, LLCRaleigh, NC · 186 clientsWealth managerHybrid
    Schwab 100%
    $158M
  19. 13419
    Graetz WealthJenison, MI · 321 clientsWealth manager
    Altruist 100%
    $158M
  20. 13420
    Fc360 Wealth Management, Inc.Roseville, CA · 379 clientsWealth manager
    No custodian reported
    $158M
  21. 13421
    MKT Capital LLC1 clientsPrivate fund adviser
    No custodian reported
    $158M
  22. 13422
    Gilbert Capital Group144 clientsWealth manager
    Fidelity 100%
    $158M
  23. 13423
    The Eideard Group, LLCBedford, NH · 27 clientsWealth manager
    Schwab 62%BNY 38%
    $158M
  24. 13424
    H Partners Management LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $158M
  25. 13425
    Provident Living Financial ServicesLehi, UT · 254 clientsWealth manager
    Schwab 100%
    $158M
  26. 13426
    Fonte Financial AdvisorsCarlsbad, CA · 136 clientsWealth manager
    Schwab 100%
    $158M
  27. 13427
    Perspective Wealth AdvisorsLoveland, CO · 177 clientsWealth manager
    Schwab 100%
    $158M
  28. 13428
    Integral Financial Planning LLC70 clientsWealth manager
    Schwab 95%
    $158M
  29. 13429
    Harold Dance InvestmentsLogan, UT · 306 clientsBroker-dealer firmHybrid
    No custodian reported
    $158M
  30. 13430
    M2 Capital AdvisorsValencia, CA · 57 clientsAsset manager
    Axos 69%Matrix Trust 31%
    $158M
  31. 13431
    Garnett Investment StrategiesBeatrice, NE · 331 clientsWealth manager
    Schwab 100%
    $158M
  32. 13432
    Clarus Group LLCNew York, NY · 182 clientsWealth manager
    Schwab 100%
    $158M
  33. 13433
    Hallett AdvisorsPort Angeles, WA · 307 clientsWealth manager
    Schwab 52%SEI 48%
    $158M
  34. 13434
    Srep Capital Management, LLCGreenwich, CT · 23 clientsPrivate fund adviserHybridThe Silverfern Group PTY LTD
    No custodian reported
    $158M
  35. 13435
    Valoran Capital ManagementChicago, IL · 9 clientsPrivate fund adviser
    No custodian reported
    $158M
  36. 13436
    Avocet Capital Management LLCNorthbrook, IL · 40 clientsWealth manager
    Fidelity 100%
    $158M
  37. 13437
    Strategic Wealth Management, LLCBedford, TX · 176 clientsWealth managerHybrid
    LPL Financial 100%
    $158M
  38. 13438
    Waypoints FinancialSebring, FL · 430 clientsWealth managerWrap sponsor
    Schwab 100%
    $158M
  39. 13439
    Outfitter FinancialBrunswick, ME · 64 clientsWealth manager
    RBC 100%
    $158M
  40. 13440
    J.V.B. Investment CompanyJackson, MI · 208 clientsBroker-dealer firmHybrid
    RBC 100%
    $158M

RIAs by state