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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.

Filters1

12,831 firms manage $34.5 trillionno broker-dealer ties

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. 6817
    Arixa Management, LLCLos Angeles, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $648M
  2. 6818
    Altum Capital Management, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $648M
  3. 6819
    Pier Capital, LLCStamford, CT · 8 clientsAsset manager
    SEB 41%U.S. Bank 39%
    $648M
  4. 6820
    Boston Standard Wealth Management, LLCWinchester, MA · 393 clientsWealth manager
    Schwab 100%
    $648M
  5. 6821
    Standard General L.P.New York, NY · 21 clientsPrivate fund adviser
    No custodian reported
    $647M
  6. 6822
    ACT Two Investors LLC311 clientsWealth manager
    Schwab 100%
    $647M
  7. 6823
    Guardian Point Capital, LPCharlottesville, VA · 1 clientsPrivate fund adviser
    No custodian reported
    $646M
  8. 6824
    Peakview CapitalMenlo Park, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $646M
  9. 6826
    GPB Capital Holdings, LLCGreenwich, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $646M
  10. 6828
    McGinty Road Partners, LPMinnetonka, MN · 7 clientsPrivate fund adviser
    No custodian reported
    $646M
  11. 6829
    Kitching Partners, LLCConshohocken, PA · 119 clientsWealth manager
    Schwab 53%J.P. Morgan 47%
    $646M
  12. 6830
    Cambridge Financial Group, LLCTucson, AZ · 293 clientsWealth manager
    Schwab 100%
    $646M
  13. 6831
    Triumph Capital ManagementDenver, CO · 2,239 clientsWealth managerWrap sponsor
    No custodian reported
    $646M
  14. 6832
    Shankervalleau Wealth Advisors, Inc.Skokie, IL · 208 clientsWealth managerWrap sponsor
    Schwab 100%
    $645M
  15. 6833
    Dafna Capital Management, LLCLos Angeles, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $645M
  16. 6835
    Spicewood Mineral Management, LLCDallas, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $645M
  17. 6836
    1808 Capital PartnersGreensboro, NC · 272 clientsWealth manager
    Raymond James 100%
    $645M
  18. 6837
    Eldred Rock Partners, LLCSan Antonio, TX · 80 clientsAsset manager
    Schwab 51%Northern Trust 31%
    $644M
  19. 6838
    Buckley WealthLas Vegas, NV · 224 clientsWealth manager
    Fidelity 100%
    $644M
  20. 6839
    Heron Bay Capital ManagementBloomfield Hills, MI · 127 clientsWealth manager
    Schwab 100%
    $644M
  21. 6841
    Cadent Energy PartnersRye Brook, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $644M
  22. 6842
    Karya Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $643M
  23. 6843
    Heritage Wealth Management, Inc.San Diego, CA · 235 clientsWealth manager
    Schwab 100%
    $643M
  24. 6845
    Curasset Capital Management, LLCNewark, NJ · 2 clientsAsset manager
    No custodian reported
    $643M
  25. 6846
    Chatham Wealth ManagementChatham, NJ · 424 clientsWealth manager
    Schwab 100%
    $643M
  26. 6847
    Sightline Partners LLCBloomington, MN · 9 clientsPrivate fund adviser
    No custodian reported
    $643M
  27. 6851
    Regency Wealth ManagementRamsey, NJ · 312 clientsWealth manager
    Fidelity 100%
    $643M
  28. 6852
    The Financial Resource CenterCarmel, IN · 247 clientsAsset manager
    Voya Financial Advisors 55%SEI 45%
    $642M
  29. 6853
    Jones Hill Capital LPNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $642M
  30. 6854
    Arjuna Capital, LLCManchester, MA · 174 clientsWealth manager
    Schwab 100%
    $642M
  31. 6855
    Kabr Management, LLCEnglewood, NJ · 9 clientsPrivate fund adviser
    No custodian reported
    $642M
  32. 6856
    Granite Harbor Advisors, Inc.Houston, TX · 431 clientsWealth managerWrap sponsor
    Schwab 99%
    $642M
  33. 6857
    Shakespeare Wealth Management, LLCPewaukee, WI · 312 clientsWealth manager
    Schwab 100%
    $642M
  34. 6858
    Woodward Financial Advisors, Inc.Chapel Hill, NC · 203 clientsWealth manager
    Schwab 100%
    $641M
  35. 6861
    EVE PartnersPonte Vedra Beach, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $641M
  36. 6862
    Single Point PartnersBoston, MA · 201 clientsWealth manager
    Fidelity 100%
    $641M
  37. 6863
    Riverstone Advisors, LLC167 clientsWealth manager
    Fidelity 100%
    $641M
  38. 6864
    Riggs Asset Management Co IncDallas, PA · 430 clientsWealth manager
    Schwab 100%
    $640M
  39. 6866
    Highland Financial Advisors, LLCWayne, NJ · 361 clientsWealth manager
    Schwab 100%
    $640M
  40. 6867
    Libra Wealth LLCLos Gatos, CA · 143 clientsWealth manager
    Schwab 100%
    $640M

RIAs by state