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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. 13561
    Worthington Wealth ManagementWorthington, OH · 336 clientsWealth manager
    Schwab 100%
    $154M
  2. 13562
    Platt Investment Counsel, LLC145 clientsWealth manager
    Schwab 100%
    $154M
  3. 13563
    Alpha DOG Advisors, RuffCranston, RI · 324 clientsWealth manager
    Schwab 100%
    $154M
  4. 13564
    Graver Capital Management, LLCColumbus, OH · 186 clientsWealth managerHybrid
    Schwab 100%
    $154M
  5. 13565
    Alessandra Capital Management, LLCTorrance, CA · 174 clientsWealth managerHybrid
    LPL Financial 100%
    $154M
  6. 13566
    R.H. Dinel Investment Counsel,inc.Los Angeles, CA · 25 clientsWealth manager
    U.S. Bank 100%
    $154M
  7. 13567
    Wise Wealth Partners, LLCPhoenix, AZ · 129 clientsWealth managerWrap sponsor
    Fidelity 100%
    $153M
  8. 13568
    Arta FinanceMountain View, CA · 1,043 clientsWealth manager
    Pershing 100%
    $153M
  9. 13569
    Lexington Capital Management LPLakewood, NJ · 7 clientsPrivate fund adviser
    Morgan Stanley 100%
    $153M
  10. 13570
    Paragon Wealth ManagementProvo, UT · 186 clientsWealth manager
    Schwab 100%
    $153M
  11. 13571
    Clear Retirement Advice LLCSan Mateo, CA · 56 clientsWealth manager
    Schwab 56%Altruist 44%
    $153M
  12. 13572
    Steve Lynch Wealth ManagementAlbuquerque, NM · 727 clientsWealth managerHybrid
    No custodian reported
    $153M
  13. 13573
    Heritage Wealth ManagementWoburn, MA · 218 clientsWealth manager
    Schwab 100%
    $153M
  14. 13574
    Aventine Financial GroupDoylestown, PA · 133 clientsWealth manager
    Schwab 100%
    $153M
  15. 13575
    Applewhite & Buys Financial AdvisorsDallas, TX · 185 clientsWealth manager
    Schwab 100%
    $153M
  16. 13576
    Financial Legacy Management, NC.Little Rock, AR · 452 clientsWealth manager
    Schwab 100%
    $153M
  17. 13577
    Manhattan Wealth Management GroupNew York, NY · 319 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $153M
  18. 13578
    The Lind Partners, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $153M
  19. 13579
    Stewardship Wealth Management SolutionsHuntington Beach, CA · 209 clientsWealth managerHybrid
    Schwab 100%
    $153M
  20. 13580
    Schulmerich & Associates Asset Management, LLC200 clientsWealth manager
    Schwab 100%
    $153M
  21. 13581
    Quantum Capital Investments, Inc.189 clientsWealth manager
    Schwab 100%
    $153M
  22. 13582
    Protocol Wealth, LLCDenver, CO · 49 clientsWealth managerHybrid
    Altruist 76%Schwab 24%
    $153M
  23. 13583
    East Coast Wealth Management, Inc.Florham Park, NJ · 201 clientsWealth manager
    Schwab 100%
    $153M
  24. 13584
    Financial Solutions AssociatesDedham, MA · 174 clientsWealth manager
    Schwab 100%
    $153M
  25. 13585
    Maven Capital Partners, LLCAtlanta, GA · 12 clientsWealth manager
    Fidelity 100%
    $153M
  26. 13586
    Livian & Co.New York, NY · 70 clientsWealth manager
    Fidelity 100%
    $153M
  27. 13587
    Vincent Wealth Advisors LLCNorwell, MA · 83 clientsWealth manager
    Schwab 100%
    $153M
  28. 13588
    STW Associates15 clientsWealth manager
    Schwab 100%
    $153M
  29. 13589
    Cypress Asset Management, Inc.72 clientsWealth manager
    Schwab 100%
    $153M
  30. 13590
    Wager Wealth Management and Financial Planning LLC121 clientsWealth manager
    Schwab 100%
    $153M
  31. 13591
    Sierra Legacy GroupScottsdale, AZ · 24 clientsWealth managerHybrid
    Schwab 100%
    $153M
  32. 13592
    Santiago Capital, LLC36 clientsWealth manager
    Fidelity 100%
    $153M
  33. 13593
    Blue Point Financial, Inc.Scarborough, ME · 187 clientsWealth managerHybrid
    SEI 100%
    $153M
  34. 13594
    Empirical Capital Management, LLCHendersonville, TN · 2 clientsPrivate fund adviser
    No custodian reported
    $153M
  35. 13595
    Garner Financial ManagementLafayette, CA · 117 clientsWealth manager
    Fidelity 57%Schwab 43%
    $153M
  36. 13596
    Shapiro Financial Security Group, Inc.Hazlet, NJ · 137 clientsWealth manager
    No custodian reported
    $153M
  37. 13597
    BalanzCoral Gables, FL · 66 clientsAsset managerHybridBalanz Capital International Inc., Balanz Capital UK LLP, clears through Pershing, StoneX
    Schwab 85%
    $153M
  38. 13598
    Cordoba Capital Partners, LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $153M
  39. 13599
    Virtus Financial Partners675 clientsWealth manager
    Schwab 100%
    $153M
  40. 13600
    Markin Asset Management, LP413 clientsWealth manager
    Schwab 92%
    $153M

RIAs by state