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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. 13641
    Sunrise Financial Services LLCBurien, WA · 271 clientsWealth managerHybrid
    Fidelity Distributors Company 100%
    $151M
  2. 13642
    Cote Financial Management134 clientsWealth manager
    No custodian reported
    $151M
  3. 13643
    Outbound FinancialBoulder, CO · 150 clientsWealth manager
    Schwab 100%
    $151M
  4. 13644
    Asset Management Group Investment Corp.Greenwood Village, CO · 18 clientsPrivate fund adviser
    No custodian reported
    $151M
  5. 13645
    Drystone LLC27 clientsWealth manager
    Schwab 100%
    $151M
  6. 13646
    Horizons Sustainable Financial Services, Inc.Santa Fe, NM · 310 clientsWealth manager
    Schwab 63%Goldman Sachs 37%
    $151M
  7. 13647
    Omicron Advisors, LLCLancaster, PA · 82 clientsWealth manager
    Schwab 100%
    $151M
  8. 13648
    Cope ConnellyArlington, VA · 164 clientsWealth managerHybrid
    Schwab 77%Fidelity 23%
    $151M
  9. 13649
    Sound Portfolio Advisors, LLCMystic, CT · 139 clientsWealth manager
    Schwab 100%
    $151M
  10. 13650
    St. Nicholas Private Asset Management, Inc.Jacksonville, FL · 92 clientsWealth manager
    Schwab 100%
    $151M
  11. 13651
    Thrasher & Chambers Wealth Management, LLCBentonville, AR · 400 clientsWealth managerHybridThrasher & Chambers, Inc.
    No custodian reported
    $151M
  12. 13652
    Zenith Wealth PartnersPhiladelphia, PA · 325 clientsWealth manager
    Schwab 62%Altruist 38%
    $151M
  13. 13653
    Rexford Capital63 clientsWealth manager
    Fidelity 100%
    $151M
  14. 13654
    Cascade Financial StrategiesBend, OR · 309 clientsWealth manager
    Schwab 99%
    $151M
  15. 13655
    Karani Asset Management LLCNew York, NY · 43 clientsAsset manager
    State Street 57%Fiduciary Trust 30%
    $151M
  16. 13656
    Opus Financial Solutions LLCDowners Grove, IL · 137 clientsWealth manager
    Schwab 100%
    $151M
  17. 13657
    Carmandalian Financial Group, LLCWestlake Village, CA · 86 clientsWealth manager
    Schwab 100%
    $151M
  18. 13658
    Trademark Capital Management Inc.Watkinsville, GA · 339 clientsWealth manager
    Schwab 69%Fidelity 31%
    $151M
  19. 13659
    Kuhn Wealth Management Inc.Schaumburg, IL · 276 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $151M
  20. 13660
    Prosper Private WealthMesa, AZ · 51 clientsWealth manager
    Fidelity 100%
    $151M
  21. 13661
    Bridgelight Financial Advisors, IncShelton, CT · 246 clientsWealth manager
    Schwab 100%
    $151M
  22. 13662
    Axos Invest, IncLas Vegas, NV · 6,792 clientsWealth managerBank-affiliatedHybridAxos Clearing LLC, Axos Invest LLC, clears through Axos Clearing
    Axos 100%
    $151M
  23. 13663
    Veteri Place CorporationParsippany, NJ · 6 clientsPrivate fund adviserHybrid
    No custodian reported
    $151M
  24. 13664
    Provision Asset, LLC463 clientsWealth manager
    Schwab 100%
    $151M
  25. 13665
    Veritas Wealth Partners, LLC41 clientsWealth manager
    Pershing 100%
    $151M
  26. 13666
    Unified Investment ManagementAtlanta, GA · 89 clientsWealth manager
    Fidelity 72%Schwab 28%
    $151M
  27. 13667
    Old Bridge Wealth, IncSyosset, NY · 296 clientsWealth managerHybrid
    Schwab 100%
    $151M
  28. 13668
    Aureum Wealth Management, LLCNorth Palm Beach, FL · 91 clientsWealth manager
    Schwab 100%
    $151M
  29. 13669
    CSP Financial Group LLCScottsdale, AZ · 397 clientsWealth manager
    Schwab 100%
    $151M
  30. 13670
    Poulos Advisors, Inc.South Burlington, VT · 121 clientsWealth manager
    Fidelity 66%Schwab 34%
    $150M
  31. 13671
    North Woods Wealth ManagementBuffalo, NY · 194 clientsWealth manager
    Schwab 100%
    $150M
  32. 13672
    1015 Capital Partners, LLC18 clientsWealth manager
    Schwab 100%
    $150M
  33. 13673
    Invidia Capital Management, L.P.New York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $150M
  34. 13674
    Optima Capital ManagementTempe, AZ · 215 clientsWealth manager
    Schwab 87%
    $150M
  35. 13675
    Titletown Wealth Management, LLCGreen Bay, WI · 459 clientsWealth manager
    LPL Financial 91%
    $150M
  36. 13676
    Auerbach Investment Services, LLCNarberth, PA · 60 clientsWealth manager
    Interactive Brokers 100%
    $150M
  37. 13677
    Atlantis Wealth Advisors LLCMaumee, OH · 338 clientsWealth managerHybrid
    Fidelity 78%
    $150M
  38. 13678
    Icom Advisors, LLC423 clientsWealth manager
    Schwab 100%
    $150M
  39. 13679
    MZ Capital, LLC71 clientsWealth manager
    No custodian reported
    $150M
  40. 13680
    191 Godwin Associates, Inc. D/b/a Godwin Capital ManagementWyckoff, NJ · 319 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $150M

RIAs by state