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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. 13841
    Gullane Capital, LLCJacksonville, FL · 13 clientsPrivate fund adviser
    No custodian reported
    $145M
  2. 13842
    Capital Management Services, Inc.Manchester, MO · 242 clientsWealth managerHybrid
    Schwab 100%
    $145M
  3. 13843
    Blue FinancialCharlotte, NC · 324 clientsWealth manager
    Fidelity 100%
    $145M
  4. 13844
    Stapp Wealth Management, PLLCOlympia, WA · 215 clientsWealth manager
    Schwab 100%
    $145M
  5. 13845
    Daniel Krug & AssociatesClarkston, MI · 192 clientsWealth manager
    Fidelity Distributors Company 100%
    $145M
  6. 13846
    GCI Financial GroupMendham, NJ · 140 clientsWealth manager
    Schwab 100%
    $145M
  7. 13847
    Concord Atlantic, Inc.50 clientsWealth manager
    No custodian reported
    $145M
  8. 13848
    BFI Wealth Solutions, LLCDallas, TX · 230 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $145M
  9. 13849
    Winnacle Wealth, LLCWaco, TX · 385 clientsWealth manager
    Altruist 100%
    $145M
  10. 13850
    Sierra Financial Advisory173 clientsWealth manager
    No custodian reported
    $145M
  11. 13851
    Twin Cities Retirement GroupPlymouth, MN · 84 clientsWealth manager
    Schwab 100%
    $145M
  12. 13852
    RHO AccelerationNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $145M
  13. 13853
    Davis, Davis and Conover Wealth Management, LLCNashville, TN · 186 clientsWealth managerWrap sponsor
    Raymond James 100%
    $145M
  14. 13854
    Collaborative Fund AdvisorsReno, NV · 3 clientsAsset manager
    No custodian reported
    $145M
  15. 13855
    Vision Capital & Management59 clientsWealth manager
    Schwab 81%
    $145M
  16. 13856
    Betro Mileszko & CompanyFoxboro, MA · 118 clientsWealth manager
    Schwab 100%
    $145M
  17. 13857
    Wulff, Hansen & Co.San Rafael, CA · 141 clientsBroker-dealer firmHybrid
    Schwab 100%
    $145M
  18. 13858
    Bluestone Investment Manager, LLCMcLean, VA · 3 clientsPrivate fund adviser
    No custodian reported
    $145M
  19. 13859
    Monetta Financial Services IncWheaton, IL · 2 clientsAsset manager
    No custodian reported
    $145M
  20. 13860
    Landon Capital Partners, LLCBoston, MA · 14 clientsPrivate fund adviser
    No custodian reported
    $145M
  21. 13861
    Trailwise Financial Partners, LLCGolden, CO · 203 clientsWealth manager
    LPL Financial 100%
    $145M
  22. 13862
    BTS Asset Management, Inc.Lincoln, MA · 448 clientsWealth managerHybridBTS Securities Corporation
    Axos 100%
    $145M
  23. 13863
    CSL Capital Management, L.P.Houston, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $145M
  24. 13864
    Wagner PlanningLake Oswego, OR · 203 clientsWealth managerHybrid
    Pershing 100%
    $145M
  25. 13865
    Knox Avenue Financial Corp.St. Paul, MN · 227 clientsWealth managerWrap sponsor
    Schwab 100%
    $145M
  26. 13866
    EAN Equity Financial Services LLC64 clientsWealth manager
    Schwab 100%
    $145M
  27. 13867
    Egsi Investment ManagementDublin, OH · 278 clientsWealth manager
    Schwab 100%
    $145M
  28. 13868
    Davis Financial Management, Inc.Overland Park, KS · 78 clientsWealth manager
    Schwab 90%
    $145M
  29. 13869
    Sterling Financial Advisors, LLC143 clientsWealth managerWrap sponsor
    Raymond James 100%
    $145M
  30. 13870
    Scenic Management LLCSan Francisco, CA · 6 clientsBroker-dealer firmAffiliated broker-dealerBattery East Group, LLC
    No custodian reported
    $145M
  31. 13871
    Columbus Street Wealth Management, LLCDublin, OH · 82 clientsWealth manager
    Schwab 99%
    $145M
  32. 13872
    A.G.P. Asset Management LLCNew York, NY · 2 clientsPrivate fund adviserHybridA.G.P. / Alliance Global Partners, LLC
    No custodian reported
    $144M
  33. 13873
    MWM Wealth Advisory, LLCPlymouth, MN · 204 clientsWealth managerWrap sponsor
    Schwab 100%
    $144M
  34. 13874
    Certified Financial Strategies CorporationDallas, TX · 155 clientsWealth manager
    Schwab 100%
    $144M
  35. 13875
    Renaissance Capital LLCStamford, CT · 84 clientsAsset manager
    No custodian reported
    $144M
  36. 13876
    Glover Park Wealth Management, LLCArlington, VA · 190 clientsWealth manager
    Schwab 60%ADP Broker-Dealer 40%
    $144M
  37. 13877
    Blue Anchor Wealth Advisors, LLCKetchikan, AK · 300 clientsWealth manager
    Schwab 100%
    $144M
  38. 13878
    Asset Management Consulting Services, Inc.Livingston, NJ · 11 clientsPrivate fund adviserHybrid
    No custodian reported
    $144M
  39. 13879
    Totem Point Management, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $144M
  40. 13880
    Burgess Investment Management and Research Inc.Toronto, Ontario, Canada · 98 clientsWealth manager
    Fidelity Clearing Canada ULC 83%
    $144M

RIAs by state