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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. 7206
    Vine Investment Advisors, LPPalm Beach Gardens, FL · 8 clientsPrivate fund adviser
    No custodian reported
    $583M
  2. 7207
    Pathview Wealth AdvisorsSan Diego, CA · 362 clientsWealth manager
    Schwab 100%
    $583M
  3. 7208
    Praesidium Investment ManagementNew York, NY · 8 clientsAsset manager
    BNY 88%
    $583M
  4. 7209
    Citymark Capital Management Company LLCCleveland, OH · 2 clientsPrivate fund adviser
    No custodian reported
    $583M
  5. 7210
    Howard Bailey Securities, LLCFort Wayne, IN · 1,756 clientsWealth manager
    Fidelity 100%
    $583M
  6. 7211
    Marble Trail AdvisorsMiddlebury, VT · 368 clientsWealth manager
    Schwab 63%Pershing 37%
    $583M
  7. 7212
    Manteio Scalable Technologies LLCJersey City, NJ · 3 clientsAsset manager
    Goldman Sachs 100%
    $583M
  8. 7214
    Northlight Capital PartnersWestport, CT · 14 clientsPrivate fund adviser
    No custodian reported
    $582M
  9. 7215
    Avalon Capital ManagementMenlo Park, CA · 163 clientsWealth manager
    Schwab 100%
    $582M
  10. 7216
    Boden WealthLemoyne, PA · 1,212 clientsWealth manager
    SEI 100%
    $582M
  11. 7217
    Freshford Capital Management, LLCHarrison, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $582M
  12. 7219
    Stewart Wealth Management, Inc.San Rafael, CA · 346 clientsWealth manager
    Schwab 100%
    $582M
  13. 7220
    Armadillo Litigation Funding LLCHouston, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $581M
  14. 7221
    55 North Private WealthWinter Park, FL · 158 clientsWealth manager
    Fidelity 50%Schwab 50%
    $581M
  15. 7222
    Hyperion Capital Advisors LPNew York, NY · 36 clientsPrivate fund adviser
    Pershing 83%
    $581M
  16. 7225
    Keystone Global Partners LLCDenver, CO · 50 clientsWealth manager
    Schwab 100%
    $581M
  17. 7226
    Mosaic AdvisorsHouston, TX · 72 clientsWealth manager
    Schwab 100%
    $581M
  18. 7227
    Winch FinancialAppleton, WI · 851 clientsWealth manager
    LPL Financial 100%
    $580M
  19. 7229
    Savanna Investment Management LLCNew York, NY · 27 clientsPrivate fund adviser
    No custodian reported
    $580M
  20. 7230
    Able Wealth Management LLCToms River, NJ · 1,030 clientsWealth manager
    Schwab 57%Fidelity 38%
    $580M
  21. 7231
    Harvey Capital Management IncPalm Beach, FL · 172 clientsWealth manager
    No custodian reported
    $579M
  22. 7233
    Mattern Wealth Management LLCLawrence, KS · 613 clientsWealth manager
    Schwab 57%Wells Fargo 43%
    $579M
  23. 7234
    Edgerock Wealth ManagementDenver, CO · 575 clientsWealth manager
    Fidelity 100%
    $579M
  24. 7235
    Two Roads Partners Management, LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $579M
  25. 7236
    Civitas Capital Management, LLCDallas, TX · 83 clientsPrivate fund adviser
    No custodian reported
    $579M
  26. 7237
    Twele Capital Management, Inc.Minnetonka, MN · 67 clientsAsset manager
    Schwab 100%
    $578M
  27. 7238
    Boxer Capital Management, LLCSan Diego, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $578M
  28. 7239
    Bh3 Fund Advisors, LLCFort Lauderdale, FL · 9 clientsPrivate fund adviser
    No custodian reported
    $578M
  29. 7240
    Oxler Private WealthRye Brook, NY · 151 clientsWealth manager
    Pershing 100%
    $578M
  30. 7241
    Jackson, Grant Investment Advisers, Inc.Stamford, CT · 94 clientsWealth manager
    Pershing 100%
    $578M
  31. 7242
    Infinedi Partners, LP5 clientsPrivate fund adviser
    No custodian reported
    $577M
  32. 7243
    Valueworks, LLCNew York City, NY · 85 clientsPrivate fund adviser
    Pershing 41%Schwab 31%RBC 28%
    $577M
  33. 7244
    Silverview Credit Partners LPTampa, FL · 16 clientsPrivate fund adviser
    No custodian reported
    $577M
  34. 7245
    Cello Capital Management, LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $577M
  35. 7246
    Tabor Asset Management, LPNew York, NY · 8 clientsAsset manager
    Merrill / Bank of America 51%Jefferies 29%
    $577M
  36. 7247
    Brogan FinancialKnoxville, TN · 746 clientsWealth manager
    Schwab 100%
    $577M
  37. 7248
    Birnam Oak Advisors, LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $577M
  38. 7250
    Allodium Investment Consultants, LLCMinneapolis, MN · 282 clientsWealth manager
    Schwab 100%
    $577M
  39. 7251
    Angeleno Group, LLCBeverly Hills, CA · 11 clientsPrivate fund adviser
    No custodian reported
    $577M
  40. 7252
    Muddy Waters Capital LLCAustin, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $576M

RIAs by state