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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. 7253
    Shorehill Capital LLCChicago, IL · 2 clientsPrivate fund adviser
    No custodian reported
    $576M
  2. 7255
    G&h InvestmentsLeola, PA · 136 clientsWealth manager
    Schwab 100%
    $576M
  3. 7256
    Rezny Wealth Management, Inc.Fort Myers, FL · 275 clientsWealth manager
    Schwab 100%
    $576M
  4. 7257
    Domain Timber Advisors, LLCAtlanta, GA · 6 clientsPrivate fund adviser
    No custodian reported
    $576M
  5. 7258
    Bulletproof Capital, LLCChicago, IL · 9 clientsPrivate fund adviser
    Schwab 100%
    $576M
  6. 7259
    Northern Lakes Capital, L.P.Minneapolis, MN · 7 clientsPrivate fund adviser
    No custodian reported
    $575M
  7. 7260
    Southocean Capital Partners, LLCFt. Lauderdale, FL · 17 clientsPrivate fund adviser
    No custodian reported
    $575M
  8. 7261
    Lucashill, LLCDallas, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $575M
  9. 7262
    Sage Advisors, LLCEdmonds, WA · 690 clientsWealth manager
    Fidelity 0%
    $575M
  10. 7264
    Western Standard, LLCLos Angeles, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $575M
  11. 7265
    Realization Capital Partners Management LLC2 clientsPrivate fund adviser
    No custodian reported
    $574M
  12. 7266
    Untitled Investments LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $574M
  13. 7267
    Berkeley, IncBoise, ID · 222 clientsWealth manager
    Schwab 100%
    $574M
  14. 7268
    Curtis Advisory Group, LLCSanta Barbara, CA · 157 clientsWealth manager
    Schwab 100%
    $574M
  15. 7269
    FSA Advisors, Inc.Troy, MI · 4,406 clientsWealth manager
    Schwab 65%Fidelity 35%
    $573M
  16. 7271
    Burkett Financial Services, LLCRock Hill, SC · 476 clientsWealth manager
    Schwab 100%
    $573M
  17. 7274
    The Ithaka Group, LLCArlington, VA · 126 clientsAsset manager
    U.S. Bank 57%Schwab 43%
    $572M
  18. 7276
    Linepoint Partners & Co.Los Angeles, CA · 34 clientsAsset manager
    Goldman Sachs 66%Northern Trust 34%
    $572M
  19. 7278
    Painted Porch Advisors LLCSanta Barbara, CA · 297 clientsWealth manager
    Schwab 100%
    $572M
  20. 7279
    Independent Investors IncNesconset, NY · 100 clientsWealth manager
    Pershing 57%BNY 43%
    $572M
  21. 7280
    Family WMS, LLCAthens, GA · 61 clientsWealth manager
    Schwab 100%
    $572M
  22. 7282
    Prevatt Capital LTDNassau, Bahamas, The · 3 clientsPrivate fund adviser
    No custodian reported
    $571M
  23. 7284
    Clean Yield Asset ManagementNorwich, VT · 257 clientsWealth manager
    Schwab 100%
    $571M
  24. 7287
    Tyro Capital Management, LLCMiami, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $571M
  25. 7288
    Loom Capital Management LLCNew York, NY · 27 clientsAsset manager
    Bank J. Safra Sarasin (bahamas) LTD. 67%
    $571M
  26. 7289
    Gumshoe Capital Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $571M
  27. 7290
    TTP Investments, Inc.San Jose, CA · 382 clientsWealth manager
    Fidelity 100%
    $571M
  28. 7291
    Goodhart Partners LLPLondon, United Kingdom · 9 clientsPrivate fund adviser
    No custodian reported
    $570M
  29. 7293
    Bay Hills Capital Management, LLCSan Francisco, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $570M
  30. 7294
    Lionstone Capital Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $570M
  31. 7295
    Inca Investments, LLCMiami, FL · 2 clientsAsset manager
    State Street 100%
    $570M
  32. 7296
    Brilliant Advice, LLCCincinnati, OH · 144 clientsWealth manager
    Schwab 100%
    $570M
  33. 7297
    Tallwoods Partners, LLCChicago, IL · 8 clientsWealth manager
    Johnson Financial Group LLC DB JFG Family Office 100%
    $569M
  34. 7299
    Gilliland Jeter Wealth Management, LLCLittle Rock, AR · 297 clientsWealth manager
    Raymond James 100%
    $569M
  35. 7300
    Driftwood Advisors, LLCCoral Gables, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $569M
  36. 7301
    Merkle Retirement PlanningGrimes, IA · 1,019 clientsWealth managerWrap sponsor
    Schwab 100%
    $569M
  37. 7302
    ACT Wealth Management, LLCAllen, TX · 264 clientsWealth manager
    Schwab 92%
    $569M
  38. 7304
    Freedom Investment Management, Inc.South Windsor, CT · 520 clientsWealth manager
    Schwab 100%
    $569M
  39. 7305
    Inveris US LLCCoral Gables, FL · 369 clientsAsset manager
    Pershing 48%J.P. Morgan 24%
    $568M
  40. 7306
    RIA Advisory Group, LLCDes Moines, IA · 1,996 clientsWealth manager
    Schwab 78%Fidelity 22%
    $568M

RIAs by state