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Est. 2026The front page of wealth managementNew York

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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. 7307
    FCG Investment CompanyGermantown, TN · 351 clientsWealth manager
    Schwab 100%
    $568M
  2. 7309
    Pier 88 Investment Partners, LLCSan Francisco, CA · 12 clientsAsset manager
    Northern Trust 100%
    $568M
  3. 7310
    S.E.E.D. Planning Group, LLCBinghamton, NY · 763 clientsWealth manager
    Fidelity 80%
    $568M
  4. 7311
    Hillcrest Financial GroupThousand Oaks, CA · 347 clientsWealth manager
    Fidelity 100%
    $568M
  5. 7313
    Turnbridge RE Fund Management Company I LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $568M
  6. 7314
    Mascoma Wealth ManagementHanover, NH · 477 clientsWealth managerBank-affiliated
    Fidelity Distributors Company 100%
    $568M
  7. 7316
    HMV Wealth Advisors, LLCShreveport, LA · 138 clientsWealth manager
    Fidelity 100%
    $567M
  8. 7319
    White Wolf Capital Advisors, LLCMiami, FL · 36 clientsPrivate fund adviser
    No custodian reported
    $567M
  9. 7321
    Deepwater Asset Management, LLCMinneapolis, MN · 11 clientsPrivate fund adviser
    No custodian reported
    $567M
  10. 7323
    Decker Wealth Management, LLCNashville, TN · 326 clientsWealth manager
    Schwab 100%
    $566M
  11. 7324
    Rhino Investment Partners, Inc.West Conshohocken, PA · 2 clientsAsset manager
    Goldman Sachs 68%BNY 32%
    $566M
  12. 7326
    Midwest Financial Group LLCOverland Park, KS · 955 clientsWealth managerWrap sponsor
    Schwab 100%
    $566M
  13. 7327
    Equinum, LLCBrooklyn, NY · 214 clientsWealth manager
    Schwab 100%
    $566M
  14. 7329
    Adams Wealth AdvisorsLogan, UT · 703 clientsWealth manager
    Fidelity 68%
    $566M
  15. 7330
    Googins Advisors, Inc.Middleton, WI · 796 clientsBroker-dealer firm
    Pershing 58%Schwab 42%
    $566M
  16. 7331
    First Fiduciary Investment Counsel IncCleveland, OH · 276 clientsWealth manager
    Schwab 68%
    $566M
  17. 7332
    Atticus Wealth ManagementPalm Beach Gardens, FL · 429 clientsWealth manager
    Schwab 100%
    $565M
  18. 7333
    Alidade Capital, LLCBloomfield Hills, MI · 2 clientsPrivate fund adviser
    No custodian reported
    $565M
  19. 7334
    Friedlander & Co IncMilwaukee, WI · 31 clientsWealth manager
    Robert W. Baird & Co. Incorporated 93%
    $565M
  20. 7336
    Jackson Square Capital, LLCSan Francisco, CA · 631 clientsWealth managerWrap sponsor
    Pershing 100%
    $564M
  21. 7337
    Shikiar Asset Management IncNew York, NY · 148 clientsWealth manager
    Pershing 100%
    $564M
  22. 7338
    Boyum Wealth Architects LLCBloomington, MN · 454 clientsWealth manager
    Schwab 100%
    $564M
  23. 7339
    ECC Fund Manager II, LLCNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $564M
  24. 7340
    LGG FinancialBethesda, MD · 250 clientsWealth managerWrap sponsor
    Schwab 100%
    $564M
  25. 7341
    Pondera Holdings LLCChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $564M
  26. 7342
    Wave Equity PartnersBoston, MA · 17 clientsPrivate fund adviser
    No custodian reported
    $564M
  27. 7343
    Tortuga Advisers LLCSimi Valley, CA · 40 clientsWealth manager
    No custodian reported
    $564M
  28. 7344
    Downtown Wealth Studios, LLCMiami, FL · 46 clientsWealth manager
    Pershing 100%
    $563M
  29. 7345
    Stieven Capital Advisors, L.P.St. Louis, MO · 2 clientsPrivate fund adviser
    No custodian reported
    $563M
  30. 7346
    Paradigm Wealth Management, LLCWestlake, OH · 416 clientsWealth manager
    Fidelity 80%
    $563M
  31. 7347
    Dara Capital US, Inc.Miami, FL · 58 clientsWealth manager
    No custodian reported
    $563M
  32. 7348
    Brooklyn FI, LLCBrooklyn, NY · 373 clientsWealth manager
    Schwab 100%
    $563M
  33. 7349
    Sequel Holdings, L.P.Dallas, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $563M
  34. 7350
    Vela Investment Management, LLCNew Albany, OH · 179 clientsAsset manager
    Schwab 100%
    $563M
  35. 7351
    Lifeguide Financial Advisors, LLCMechanicsburg, PA · 778 clientsWealth managerWrap sponsor
    Schwab 100%
    $563M
  36. 7352
    Harraden Circle Investments, LLCNew York, NY · 11 clientsPrivate fund adviser
    Clear Street 100%
    $563M
  37. 7353
    Jacobsen Capital ManagementSalt Lake City, UT · 118 clientsWealth manager
    Schwab 100%
    $563M
  38. 7354
    Point 41 Capital Partners, L.P.Cos Cob, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $563M
  39. 7355
    MB Global Advisers, LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $562M
  40. 7356
    Strongbox Wealth, LLCLee's Summit, MO · 499 clientsWealth manager
    Schwab 100%
    $562M

RIAs by state