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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. 13441
    Trinity Capital Adviser LLCPhoenix, AZ · 2 clientsAsset manager
    No custodian reported
    $158M
  2. 13442
    Lightview Capital, LLCWest Palm Beach, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $158M
  3. 13443
    Bison Investment Advisors, LLCThe Woodlands, TX · 165 clientsWealth manager
    Schwab 45%
    $158M
  4. 13444
    Copia Wealth ManagementBend, OR · 288 clientsWealth manager
    Schwab 100%
    $158M
  5. 13445
    Georgia Wealth Partners, LLCGriffin, GA · 530 clientsWealth manager
    SEI 100%
    $157M
  6. 13446
    Applied Capital265 clientsWealth manager
    Schwab 100%
    $157M
  7. 13447
    Peck Wealth Management, LLC58 clientsWealth manager
    Schwab 100%
    $157M
  8. 13448
    Fremen CapitalStamford, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $157M
  9. 13449
    Merida Capital Holdings LLCRye, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $157M
  10. 13450
    Water Valley Investment Advisors, Inc.Sioux Center, IA · 167 clientsWealth manager
    Schwab 94%
    $157M
  11. 13451
    Vested Financial Planning, LLC37 clientsWealth manager
    Schwab 100%
    $157M
  12. 13452
    Delphinus Financial Advisors, LLCMansfield, MA · 90 clientsWealth manager
    Schwab 100%
    $157M
  13. 13453
    River's EdgeBeaver, PA · 236 clientsWealth managerWrap sponsor
    Fidelity 100%
    $157M
  14. 13454
    Crosspoint Financial, LLCTustin, CA · 282 clientsWealth managerHybrid
    Fidelity 100%
    $157M
  15. 13455
    Davenport Watts & Drake Investment Advisors, LLCRidgeland, MS · 214 clientsWealth manager
    No custodian reported
    $157M
  16. 13456
    Finec Asset ManagementSan Diego, CA · 163 clientsWealth manager
    Pershing 100%
    $157M
  17. 13457
    Prism Planning and Solutions GroupWhite Plains, NY · 426 clientsWealth manager
    No custodian reported
    $157M
  18. 13458
    Collective Wealth Advisors LLCCoppell, TX · 224 clientsWealth manager
    Schwab 100%
    $157M
  19. 13459
    Camden Financial Management, Inc.40 clientsWealth manager
    Schwab 100%
    $157M
  20. 13460
    Rooted Planning GroupCorning, NY · 229 clientsWealth manager
    Schwab 100%
    $157M
  21. 13461
    Legacy Advisory Services, LLCExton, PA · 123 clientsWealth managerHybrid
    Schwab 100%
    $157M
  22. 13462
    Moore WealthFrederick, MD · 204 clientsWealth manager
    Fidelity 100%
    $157M
  23. 13463
    Lifestyle Freedom Advisory Group, LLCBradenton, FL · 189 clientsWealth managerHybrid
    Schwab 100%
    $157M
  24. 13464
    Belhealth Investment Partners, LLCFort Lauderdale, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $157M
  25. 13465
    Lotusgroup CapitalDenver, CO · 5 clientsPrivate fund adviser
    No custodian reported
    $157M
  26. 13466
    Sima Wealth Partners, LLCRichmond, VA · 115 clientsWealth managerWrap sponsor
    Schwab 100%
    $157M
  27. 13467
    SallyportHouston, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $157M
  28. 13468
    Breakwater CapitalKalamazoo, MI · 143 clientsWealth manager
    Fidelity 62%Schwab 25%
    $157M
  29. 13469
    Englebert Financial Advisers, LLCAllentown, PA · 297 clientsWealth manager
    Schwab 82%
    $157M
  30. 13470
    DWV Advisors, LLCEssex Junction, VT · 15 clientsWealth manager
    State Street 52%Fiduciary Trust 23%
    $157M
  31. 13471
    Dale Q. Rice Investment Management121 clientsWealth managerWrap sponsor
    Schwab 100%
    $157M
  32. 13472
    Profocus IncorporatedPhoenix, AZ · 152 clientsWealth managerHybrid
    Schwab 100%
    $157M
  33. 13473
    Maimon Wealth Management LTD.Ra'anana, Israel · 114 clientsWealth manager
    Interactive Brokers 82%
    $157M
  34. 13474
    Settian Capital LPSaint Augustine, FL · 1 clientsAsset manager
    Morgan Stanley 100%
    $157M
  35. 13475
    Star Wealth Management CorporationBingham Farms, MI · 117 clientsWealth manager
    Schwab 100%
    $156M
  36. 13476
    Covey Capital Advisors, LLCAtlanta, GA · 28 clientsWealth manager
    Schwab 87%
    $156M
  37. 13477
    Eltura Capital Management, LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $156M
  38. 13478
    401k GenerationAltamonte Springs,, FL · 158 clientsWealth manager
    Schwab 69%American TCS 31%
    $156M
  39. 13479
    Sportsology Capital PartnersNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $156M
  40. 13480
    JK Private Wealth, LLCGlastonbury, CT · 115 clientsWealth manager
    Schwab 100%
    $156M

RIAs by state