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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. 7107
    GFG Alternative Investment Advisors LLCGreenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $600M
  2. 7108
    Giverny Capital Asset ManagementNew York, NY · 346 clientsWealth manager
    Schwab 86%
    $599M
  3. 7109
    Wealth Advisory Solutions, LLCZionsville, IN · 684 clientsWealth manager
    Wells Fargo 71%Schwab 29%
    $599M
  4. 7110
    Steginsky Capital LLC117 clientsWealth manager
    Pershing 100%
    $599M
  5. 7111
    Mainsail Asset Management, LLCBirmingham, AL · 188 clientsWealth manager
    Fidelity 57%Schwab 43%
    $599M
  6. 7112
    Emergent Strategic Partners, LLC26 clientsPrivate fund adviser
    No custodian reported
    $599M
  7. 7113
    Praetorian Guard, A Division of Praetorian Wealth Management,incCarmel, CA · 470 clientsWealth manager
    No custodian reported
    $599M
  8. 7114
    Avathon Capital Management LPChicago, IL · 11 clientsPrivate fund adviser
    No custodian reported
    $599M
  9. 7115
    Whitener Capital Management, IncRocky Mount, NC · 851 clientsWealth manager
    Schwab 100%
    $598M
  10. 7118
    Velocity Capital Management LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $598M
  11. 7119
    Brookstone Asset Management, LLCWheaton, IL · 8 clientsAsset manager
    No custodian reported
    $598M
  12. 7120
    Grand Wealth Management, LLCGrand Rapids, MI · 156 clientsWealth manager
    Fidelity 100%
    $598M
  13. 7121
    Maytus Capital Management, LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $598M
  14. 7122
    Jaffa Capital Management LLCClifton, NJ · 32 clientsAsset manager
    Truist Bank 75%First Horizon Advisors 25%
    $597M
  15. 7123
    Measured Risk PortfoliosSan Diego, CA · 812 clientsWealth manager
    Schwab 100%
    $597M
  16. 7124
    Treehouse Wealth AdvisorsWalnut Creek, CA · 290 clientsWealth manager
    Schwab 100%
    $597M
  17. 7128
    Endeavor Private Wealth, Inc.Topeka, KS · 535 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $595M
  18. 7131
    Affinity Investment Group, LLCExeter, NH · 471 clientsWealth manager
    Schwab 100%
    $595M
  19. 7132
    Perspective Wealth ManagementHunt Valley, MD · 264 clientsWealth managerWrap sponsor
    Schwab 100%
    $595M
  20. 7133
    Virtus Wealth SolutionsCranford, NJ · 325 clientsWealth managerWrap sponsor
    Fidelity 100%
    $595M
  21. 7134
    Octahedron Capital Management, L.P.Burlingame, CA · 12 clientsPrivate fund adviser
    No custodian reported
    $594M
  22. 7135
    Outlook Wealth Advisors, LLCThe Woodlands, TX · 569 clientsWealth manager
    Fidelity 100%
    $594M
  23. 7136
    Alignment GrowthNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $593M
  24. 7137
    Capital Resource Management,inc.Deerfield, IL · 42 clientsWealth manager
    U.S. Bank 100%
    $593M
  25. 7138
    Atlas Merchant Capital LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $593M
  26. 7141
    Hogantaylor WealthTulsa, OK · 385 clientsWealth manager
    Fidelity 54%Schwab 46%
    $593M
  27. 7142
    GDA Luma Capital Management, LPMiami, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $592M
  28. 7143
    Delta Financial Advisors, L.L.C.Metairie, LA · 217 clientsWealth manager
    Schwab 100%
    $592M
  29. 7145
    Wealth Preservation Advisors, LLCChattanooga, TN · 330 clientsWealth manager
    Schwab 76%Raymond James 24%
    $592M
  30. 7146
    Hoxton Planning & Management, LLCShepherdstown, WV · 392 clientsWealth manager
    Fidelity Distributors Company 82%
    $592M
  31. 7147
    HZ Investments Inc.Chevy Chase, MD · 21 clientsWealth manager
    Schwab 51%Wilmington Trust Investment Management 49%
    $591M
  32. 7148
    Walter C. Flower & Co., IncNew Orleans, LA · 37 clientsWealth manager
    Wilmington Trust Investment Management 51%UBS 49%
    $591M
  33. 7149
    Nippon Value InvestorsTokyo, Japan · 3 clientsPrivate fund adviser
    Northern Trust 100%
    $591M
  34. 7150
    Poehling Capital Management, Inc.Madison, WI · 435 clientsWealth manager
    Schwab 100%
    $591M
  35. 7151
    AIS PlanningSt. Cloud, MN · 561 clientsWealth manager
    SEI 100%
    $591M
  36. 7152
    The Legacy Financial Group, Inc.Tulsa, OK · 317 clientsWealth manager
    Schwab 100%
    $591M
  37. 7153
    MP Next CapitalVillanova, PA · 13 clientsPrivate fund adviser
    No custodian reported
    $591M
  38. 7154
    Levco Capital LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $591M
  39. 7155
    Financial Gravity Family Office Services, LLCLakeway, TX · 1,724 clientsWealth manager
    Schwab 100%
    $590M
  40. 7156
    Milestone Financial Planning, LLCBedford, NH · 257 clientsWealth manager
    Fidelity 100%
    $590M

RIAs by state