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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. 7057
    Inlet Private Wealth, LLCJupiter, FL · 121 clientsWealth manager
    Fidelity 90%
    $608M
  2. 7058
    Merchants Investment Partners, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $608M
  3. 7060
    Ironwood Wealth Management, LLCChandler, AZ · 459 clientsWealth manager
    Schwab 68%Fidelity 32%
    $608M
  4. 7061
    Arcapita Investment Management US Inc.Atlanta, GA · 8 clientsPrivate fund adviser
    No custodian reported
    $607M
  5. 7062
    Drake & Associates, LLCWaukesha, WI · 3,401 clientsWealth manager
    Schwab 100%
    $607M
  6. 7064
    Drexel Morgan & Co.Radnor, PA · 12 clientsWealth managerBank-affiliated
    UBS 100%
    $607M
  7. 7067
    CogentblueKnoxville, TN · 118 clientsWealth manager
    Fidelity 100%
    $606M
  8. 7071
    MFA Wealth Advisors, LLCPittsburgh, PA · 801 clientsWealth managerWrap sponsor
    Schwab 100%
    $605M
  9. 7072
    KAH Capital Management, LLCMcLean, VA · 6 clientsPrivate fund adviser
    No custodian reported
    $605M
  10. 7073
    Eagle Health Investments LPGreenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $605M
  11. 7074
    Atlas BrownLouisville, KY · 451 clientsWealth manager
    Fidelity 100%
    $605M
  12. 7075
    Fairvoy Private Wealth, LLCBirmingham, AL · 467 clientsWealth manager
    Fidelity 100%
    $605M
  13. 7076
    Destiny Family OfficeTavares, FL · 62 clientsWealth manager
    Goldman Sachs 48%Folio 28%Schwab 24%
    $605M
  14. 7077
    Institutional Capital Management, Inc.10 clientsAsset manager
    Schwab 100%
    $605M
  15. 7078
    Proaltus USAMiami, FL · 94 clientsPrivate fund adviser
    Actinver 69%
    $605M
  16. 7079
    Lago Asset ManagementChicago, IL · 13 clientsPrivate fund adviser
    No custodian reported
    $605M
  17. 7080
    Sapere Wealth Management, LLCMatthews, NC · 240 clientsWealth manager
    Axos 100%
    $605M
  18. 7081
    Heritage Wealth AdvisorsCincinnati, OH · 201 clientsWealth manager
    Raymond James 100%
    $605M
  19. 7082
    Atlantic Edge Private Wealth Management287 clientsWealth manager
    Schwab 100%
    $604M
  20. 7083
    Ackerman Capital ManagementDallas, TX · 192 clientsWealth manager
    Schwab 100%
    $604M
  21. 7084
    Deuterium Capital Management, LLCClearwater, FL · 6 clientsAsset manager
    Merrill / Bank of America 44%Morgan Stanley 35%
    $604M
  22. 7085
    Long Walk Management LP3 clientsPrivate fund adviser
    Citi 100%
    $604M
  23. 7086
    Tucker Asset Management LLCLittleton, CO · 2,960 clientsWealth manager
    Schwab 100%
    $604M
  24. 7088
    Vendera Management Holdings, LLCDallas, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $603M
  25. 7089
    Avaii Wealth Management, LLCAppleton, WI · 995 clientsWealth manager
    Fidelity 100%
    $603M
  26. 7090
    Endeavour Capital Advisors Inc.Greenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $603M
  27. 7091
    Hurricane Capital Advisors LLCNew York, NY · 29 clientsPrivate fund adviser
    No custodian reported
    $603M
  28. 7092
    10 East Partners LLCNew York, NY · 36 clientsPrivate fund adviser
    No custodian reported
    $603M
  29. 7093
    Intergy Private Wealth, LLCColorado Springs, CO · 590 clientsWealth manager
    Schwab 100%
    $603M
  30. 7094
    Owl Creek Wealth PartnersGreenwood Village, CO · 100 clientsWealth manager
    Schwab 100%
    $602M
  31. 7095
    Agriglobe Land Advisors, LLCFresno, CA · 23 clientsAsset manager
    No custodian reported
    $602M
  32. 7096
    Bpgc Management LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $602M
  33. 7097
    5clp AdvisorNew York, NY · 1 clientsAsset manager
    No custodian reported
    $602M
  34. 7098
    Dunhill FinancialLondon, United Kingdom · 996 clientsWealth manager
    Interactive Brokers 41%Fidelity 39%
    $602M
  35. 7099
    Lunt Capital Management Inc.Holladay, UT · 232 clientsAsset manager
    Schwab 59%Pershing 23%
    $601M
  36. 7100
    Axial Reade Capital, LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $601M
  37. 7101
    Alliance Wealth Advisors, LLCScranton, PA · 677 clientsWealth manager
    Raymond James 51%Schwab 49%
    $601M
  38. 7102
    Modus Advisors, LLCExcelsior, MN · 347 clientsWealth manager
    Schwab 100%
    $601M
  39. 7103
    Aton Financial LLCSan Juan, PR · 274 clientsWealth manager
    Schwab 88%
    $601M
  40. 7104
    Olio Financial PlanningMcLean, VA · 387 clientsWealth manager
    Schwab 100%
    $601M

RIAs by state