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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. 13601
    Troutman WealthMalvern, PA · 102 clientsWealth manager
    Schwab 100%
    $153M
  2. 13602
    Werner FinancialIndianapolis, IN · 955 clientsWealth manager
    Schwab 100%
    $152M
  3. 13603
    J K R & Company, Inc.Van Nuys, CA · 169 clientsBroker-dealer firmHybrid
    Schwab 75%Pershing 25%
    $152M
  4. 13604
    West ELK Capital, LLCAtlanta, GA · 1 clientsPrivate fund adviser
    No custodian reported
    $152M
  5. 13605
    Heritage Wealth Management Group, LTDNorfolk, VA · 180 clientsWealth manager
    Altruist 100%
    $152M
  6. 13606
    Northlanding Financial Partners, LLCRochester, NY · 172 clientsWealth manager
    Fidelity 99%
    $152M
  7. 13607
    Wellspring Advisors, Inc.Hillsboro, OR · 271 clientsWealth manager
    SEI 94%
    $152M
  8. 13608
    TriconToronto, Canada · 9 clientsPrivate fund adviser
    No custodian reported
    $152M
  9. 13609
    Dimensions Wealth Management, LLCRoseville, CA · 122 clientsWealth managerHybrid
    Raymond James 100%
    $152M
  10. 13610
    Roan Capital PartnersJohnson City, TN · 328 clientsWealth manager
    Schwab 100%
    $152M
  11. 13611
    Van DER Noord Financial Advisors, Inc.Greer, SC · 126 clientsWealth manager
    Schwab 100%
    $152M
  12. 13612
    Terra WealthHigh Point, NC · 572 clientsWealth managerHybrid
    Fidelity 100%
    $152M
  13. 13613
    Chrome AdvisorsSan Francisco, CA · 124 clientsWealth manager
    Schwab 100%
    $152M
  14. 13614
    Infinity Wealth Counsel, LLCLoveland, OH · 125 clientsWealth manager
    Schwab 100%
    $152M
  15. 13615
    Portfolio Management, LLCAustin, TX · 111 clientsWealth manager
    Schwab 100%
    $152M
  16. 13616
    The Renn Wealth Management Group, Inc.Atlanta, GA · 74 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $152M
  17. 13617
    H Squared Management LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $152M
  18. 13618
    Apple Tree Asset Management, LLCFort Wayne, IN · 780 clientsWealth manager
    Schwab 81%
    $152M
  19. 13619
    Redwood Coast Financial PartnersEureka, CA · 995 clientsWealth managerWrap sponsor
    Schwab 100%
    $152M
  20. 13620
    Providence Wealth Management LLCKnoxville, TN · 206 clientsWealth manager
    Schwab 100%
    $152M
  21. 13621
    Delta Wealth Advisors LLC181 clientsWealth manager
    Schwab 100%
    $152M
  22. 13622
    LCR Wealth Management LLCWestport, CT · 78 clientsWealth manager
    Schwab 100%
    $152M
  23. 13623
    Sheffield Asset Management, L.L.C.Chicago, IL · 1 clientsPrivate fund adviser
    No custodian reported
    $152M
  24. 13624
    Hershey Financial Advisers, LLCLancaster, PA · 507 clientsWealth managerHybrid
    No custodian reported
    $152M
  25. 13625
    FpfocoFort Collins, CO · 119 clientsWealth manager
    Fidelity 51%Schwab 49%
    $152M
  26. 13626
    Integrated Wealth Strategies, LLCAustin, TX · 252 clientsWealth manager
    Schwab 100%
    $152M
  27. 13627
    Classic FinancialWestlake Village, CA · 215 clientsWealth manager
    SEI 100%
    $152M
  28. 13628
    Marketdesk Indices LLC2 clientsAsset manager
    No custodian reported
    $152M
  29. 13629
    Bartley Financial Advisors, LLCBedford, NH · 98 clientsWealth manager
    Fidelity 70%Schwab 30%
    $152M
  30. 13630
    Red Crane Wealth Management, LLCPalo Alto, CA · 156 clientsWealth managerWrap sponsor
    Schwab 100%
    $152M
  31. 13631
    Bright Investments, LLCAuburn, AL · 44 clientsAsset manager
    Fidelity 100%
    $152M
  32. 13632
    Cramer & Rauchegger, Inc.Maitland, FL · 850 clientsWealth manager
    Fidelity 60%
    $151M
  33. 13633
    True Wealth GroupBend, OR · 164 clientsWealth manager
    Schwab 100%
    $151M
  34. 13634
    Greenway Financial, LLCFarmington Hills, MI · 244 clientsWealth managerAffiliated broker-dealer
    Schwab 91%
    $151M
  35. 13635
    LEO Fund Services, LLCEdison, NJ · 4 clientsPrivate fund adviserHybridLEO Brokerage, LLC
    No custodian reported
    $151M
  36. 13636
    Redwood Grove Wealth ManagementSan Rafael, CA · 72 clientsWealth manager
    Schwab 100%
    $151M
  37. 13637
    Seaborn Financial, LLC76 clientsWealth manager
    Schwab 100%
    $151M
  38. 13638
    ConvexitasChicago, IL · 11 clientsAsset manager
    Schwab 75%
    $151M
  39. 13639
    Twin City Private Wealth, LLCWinston-Salem, NC · 291 clientsWealth manager
    Schwab 100%
    $151M
  40. 13640
    Unified Wealth Management LLCOldsmar, FL · 327 clientsWealth manager
    Schwab 97%
    $151M

RIAs by state