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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. 13681
    Secondmarket Financial, LLCNew York, NY · 25 clientsPrivate fund adviserHybridNPM Securities, LLC, Nasdaq Capital Markets Advisory LLC
    No custodian reported
    $150M
  2. 13682
    Intentional Retirement, LLCOmaha, NE · 293 clientsWealth manager
    Schwab 100%
    $150M
  3. 13683
    Union Capital CompanyTucson, AZ · 414 clientsBroker-dealer firmHybrid
    RBC 82%
    $150M
  4. 13684
    VF Advisors, LLCLouisville, KY · 1 clientsPrivate fund adviser
    No custodian reported
    $150M
  5. 13685
    Lincoln Capital Advisers LLCChicago, IL · 1 clientsPrivate fund adviser
    No custodian reported
    $150M
  6. 13686
    Felis Advantage, LPBoston, MA · 3 clientsAsset manager
    Morgan Stanley 50%Goldman Sachs 50%
    $150M
  7. 13687
    37spruce Investment Partners, LLCGreenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $150M
  8. 13688
    Green Capital Private WealthMiami, FL · 1 clientsAsset manager
    No custodian reported
    $150M
  9. 13689
    Parrish Capital, LLCKennesaw, GA · 238 clientsWealth manager
    Schwab 100%
    $150M
  10. 13690
    A Smarter Way TO InvestBrighton, MIAsset manager
    Schwab 100%
    $150M
  11. 13691
    AlpacaNew York, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $150M
  12. 13692
    Financial Management Advisors, Inc.Tullahoma, TN · 525 clientsWealth managerHybrid
    No custodian reported
    $150M
  13. 13693
    Cavalcade Capital LLCNew York, NYWealth manager
    Goldman Sachs 79%
    $150M
  14. 13694
    Clearbrook Investment Solutions LLCNew York, NY · 48 clientsWealth manager
    Schwab 71%Commerce Bank 29%
    $150M
  15. 13695
    Schneider Wealth Management37 clientsWealth manager
    Schwab 100%
    $150M
  16. 13696
    Financial Strategies, Inc.Brookfield, WI · 199 clientsWealth manager
    Schwab 100%
    $150M
  17. 13697
    Konektis CapitalNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $150M
  18. 13698
    Fiduciary Capital Management LLCCheyenne, WY · 74 clientsWealth managerHybrid
    No custodian reported
    $150M
  19. 13699
    Onesource Wealth ManagementGranite Bay, CA · 229 clientsWealth manager
    Schwab 75%Interactive Brokers 25%
    $150M
  20. 13700
    White & Company Financial Planning, Inc.Sunnyside, WA · 307 clientsWealth manager
    Schwab 100%
    $150M
  21. 13701
    Sonas Financial Group, Inc.Kansas City, MO · 105 clientsWealth manager
    Fidelity 100%
    $150M
  22. 13702
    Keen Capital, LLC62 clientsWealth manager
    Schwab 100%
    $150M
  23. 13703
    Portfolio Design Services, LLCRiver Falls, WI · 256 clientsWealth manager
    Axos 66%Schwab 34%
    $150M
  24. 13704
    Evident FinancialErie, PA · 90 clientsWealth manager
    Schwab 100%
    $150M
  25. 13705
    Polaris Financial Planning, LLC.129 clientsWealth manager
    Schwab 100%
    $150M
  26. 13706
    Second Summit Wealth Management, LLC38 clientsWealth manager
    Schwab 89%
    $150M
  27. 13707
    CMG Financial Consulting118 clientsWealth manager
    Schwab 100%
    $150M
  28. 13708
    Clarity Financial Advisors LLCSt. Petersburg, FL · 992 clientsWealth manager
    Altruist 100%
    $150M
  29. 13709
    Oakmont Advisory Group, LLCAlbuquerque, NM · 476 clientsWealth manager
    Altruist 100%
    $150M
  30. 13710
    Purewater Capital, LLCFort Worth, TX · 237 clientsWealth manager
    Schwab 100%
    $149M
  31. 13711
    Monson Wealth Management, Inc.Kennewick, WA · 364 clientsWealth manager
    Axos 100%
    $149M
  32. 13712
    Fund Advisors of America IncOrlando, FL · 585 clientsWealth manager
    Schwab 100%
    $149M
  33. 13713
    Cardenas Asset Management, LLC185 clientsWealth manager
    Schwab 0%
    $149M
  34. 13714
    Bellingham CapitalBellingham, WA · 252 clientsWealth manager
    Schwab 100%
    $149M
  35. 13715
    Chamonix Partners Capital Management LLCNew York, NY · 1 clientsPrivate fund adviserHybridNatixis Distribution, LLC, Natixis S.A.
    No custodian reported
    $149M
  36. 13716
    Sidoxia Capital Management, LLCNewport Beach, CA · 108 clientsWealth manager
    Schwab 100%
    $149M
  37. 13717
    Harborfront Financial GroupLudington, MI · 604 clientsWealth managerHybrid
    LPL Financial 100%
    $149M
  38. 13718
    Brookline Wealth, LLCAustin, TX · 32 clientsWealth manager
    Schwab 100%
    $149M
  39. 13719
    VIS Advisors, LPNew York, NY · 4 clientsPrivate fund adviser
    UBS 100%
    $149M
  40. 13720
    Sanders & Scott, ChfcWatkinsville, GA · 410 clientsWealth manager
    Schwab 100%
    $149M

RIAs by state