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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. 15001
    Coburn Barrett, LLCSan Francisco, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $113M
  2. 15002
    33 Capital Management LLCGreenwich, CT · 7 clientsPrivate fund adviser
    Arab Bank 57%J.P. Morgan 43%
    $113M
  3. 15003
    Gassman Financial LLCSalem, NH · 307 clientsWealth manager
    Schwab 100%
    $113M
  4. 15004
    Genesis InvestmentsOoltewah, TN · 273 clientsWealth manager
    Schwab 100%
    $113M
  5. 15005
    Soaring Investment Management, LLCPortland, OR · 172 clientsWealth manager
    Schwab 100%
    $113M
  6. 15006
    Fortitude Wealth ManagementMurfreesboro, TN · 134 clientsWealth manager
    No custodian reported
    $113M
  7. 15007
    Evergreen Wealth AdvisorsRaleigh, NC · 156 clientsWealth managerWrap sponsor
    Schwab 77%Apex Fintech 23%
    $112M
  8. 15008
    Cogent Independent Advisors, Inc.238 clientsWealth manager
    Raymond James 100%
    $112M
  9. 15009
    Ontrack Wealth ManagementCanton, MI · 76 clientsWealth manager
    Schwab 100%
    $112M
  10. 15010
    Aria Wealth PartnersCharlottesville, VA · 89 clientsWealth manager
    Schwab 100%
    $112M
  11. 15011
    Snyder Asset Management, LLCHunt Valley, MD · 80 clientsWealth manager
    Schwab 100%
    $112M
  12. 15012
    SAN Francisco Wealth Planning LLC44 clientsWealth manager
    Schwab 100%
    $112M
  13. 15013
    KDM Wealth Management Inc.Geneva, IL · 149 clientsWealth manager
    Schwab 100%
    $112M
  14. 15014
    Superior Financial, LLCRochester, MN · 120 clientsWealth manager
    Schwab 100%
    $112M
  15. 15015
    Inkwell Capital49 clientsWealth manager
    Schwab 100%
    $112M
  16. 15016
    O'connor Capital Advisory, LLCScottsdale, AZ · 38 clientsWealth manager
    Fidelity 100%
    $112M
  17. 15017
    Engage Wealth Advisors, LLCOverland Park, KS · 281 clientsAsset manager
    Capital Client Group 45%Schwab 40%
    $112M
  18. 15018
    Rcplanners179 clientsWealth manager
    Schwab 100%
    $112M
  19. 15019
    Aragon Capital, LLCHomewood, AL · 186 clientsWealth manager
    Schwab 51%Interactive Brokers 49%
    $112M
  20. 15020
    Paladin Realty Partners, LLC8 clientsPrivate fund adviser
    Merrill / Bank of America 100%
    $112M
  21. 15021
    Yahara Wealth Management LLCMadison, WI · 63 clientsWealth manager
    Schwab 100%
    $112M
  22. 15022
    Wealthlynk, Inc.Fallbrook, CA · 178 clientsWealth manager
    Altruist 100%
    $112M
  23. 15023
    Leeb Capital Management, Inc.New York, NY · 60 clientsWealth manager
    Schwab 100%
    $112M
  24. 15024
    Rightoak Asset Management, LLC742 clientsWealth manager
    SEI 100%
    $112M
  25. 15025
    Ballast Equity Partners Management Company, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $112M
  26. 15026
    Strong Investment Management, LLCCanton, OH · 404 clientsWealth manager
    Schwab 100%
    $112M
  27. 15027
    Capitol Wealth Management, Inc.McLean, VA · 30 clientsWealth managerHybrid
    Schwab 100%
    $112M
  28. 15028
    Underdog Wealth Management, LLCMaple Grove, MN · 408 clientsWealth manager
    Altruist 100%
    $112M
  29. 15029
    Compass WealthSt. Louis, MO · 766 clientsWealth managerWrap sponsor
    Fidelity 51%Schwab 49%
    $112M
  30. 15030
    Caleo Capital N.A. LLCPonte Vedra, FL · 119 clientsWealth manager
    Schwab 100%
    $112M
  31. 15031
    Orchard Capital Management, LLCChicago, IL · 1 clientsAsset manager
    Interactive Brokers 55%J.P. Morgan 45%
    $112M
  32. 15032
    Princeton Investment Management Company13 clientsWealth manager
    Schwab 68%Morgan Stanley 32%
    $112M
  33. 15033
    Sullivan Investment Management LLCWisconsin Rapids, WI · 151 clientsWealth manager
    No custodian reported
    $112M
  34. 15034
    TAM Capital Management Inc23 clientsWealth manager
    Interactive Brokers 100%
    $112M
  35. 15035
    Symphony Wealth Management6 clientsWealth manager
    No custodian reported
    $112M
  36. 15036
    Setarcos Wealth Advisors LLCPhiladelphia, PA · 54 clientsWealth manager
    Schwab 100%
    $112M
  37. 15037
    PMD AdvisoryHoover, AL · 147 clientsAsset managerHybrid
    Schwab 100%
    $112M
  38. 15038
    Powers Investment Advisory Corporation101 clientsWealth managerHybrid
    Schwab 100%
    $112M
  39. 15039
    Wealthfront Strategies LLCPalo Alto, CA · 1 clientsAsset managerHybridWealthfront Brokerage LLC, clears through RBC Capital Markets
    No custodian reported
    $112M
  40. 15040
    Valley Wealth ManagementOshkosh, WI · 347 clientsWealth managerHybrid
    LPL Financial 100%
    $112M

RIAs by state