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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. 7357
    Altera Private Access, LLCAtlanta, GA · 52 clientsPrivate fund adviser
    No custodian reported
    $562M
  2. 7358
    Beck Capital Management LLCAustin, TX · 451 clientsWealth manager
    Fidelity 100%
    $562M
  3. 7359
    Dumont & Blake Investment Advisors LLCPrinceton, NJ · 439 clientsWealth manager
    Schwab 100%
    $562M
  4. 7361
    SGH Wealth ManagementLathrup Village, MI · 427 clientsWealth managerWrap sponsor
    No custodian reported
    $562M
  5. 7362
    Banyan Tree Advisors PVT. LTD.Bangalore, India · 2,089 clientsWealth manager
    Hdfc Bank LTD. 100%
    $562M
  6. 7363
    Acorn Wealth Advisors, LLCGrand Blanc, MI · 809 clientsWealth manager
    Schwab 100%
    $561M
  7. 7365
    ROG VI L.L.C.Houston, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $561M
  8. 7368
    Bulldog Investors, LLPSaddle Brook, NJ · 136 clientsAsset manager
    Schwab 100%
    $561M
  9. 7369
    Matrix Private Capital GroupChicago, IL · 222 clientsWealth manager
    Fidelity 100%
    $561M
  10. 7370
    Wedgewood Partners, Inc.St Louis, MO · 389 clientsWealth manager
    UBS 42%Morgan Stanley 24%
    $561M
  11. 7371
    John A. Wolfe & Associates, Inc.Portage, MI · 450 clientsWealth manager
    Schwab 100%
    $561M
  12. 7372
    Continuim Equity Partners, LPPittsburgh, PA · 9 clientsPrivate fund adviser
    No custodian reported
    $560M
  13. 7373
    Melia Wealth LLCTulsa, OK · 1,164 clientsWealth manager
    Schwab 100%
    $560M
  14. 7374
    Coral Tree Management, LP4 clientsPrivate fund adviser
    No custodian reported
    $560M
  15. 7375
    Empirical Asset Management, LLCWellesley, MA · 474 clientsWealth manager
    Schwab 51%Fidelity 49%
    $560M
  16. 7377
    QP ConsultingTakoma Park, MD · 74 clientsAsset manager
    Empower Retirement 37%Ascensus Trust 24%
    $560M
  17. 7378
    Aecom Capital Real Estate, LLCLos Angeles, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $560M
  18. 7379
    Ocean Path Advisors, LLCManhattan Beach, CA · 196 clientsWealth manager
    Schwab 100%
    $560M
  19. 7380
    Endeavor Advisors, LLCThe Woodlands, TX · 175 clientsWealth manager
    Schwab 100%
    $560M
  20. 7382
    M. Kraus & CompanyShelburne, VT · 228 clientsWealth manager
    Schwab 100%
    $559M
  21. 7383
    Headland CapitalMt. Pleasant, SC · 656 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $559M
  22. 7384
    PHD Retirement ConsultingOverland Park, KS · 66 clientsAsset manager
    Alerus Financial 64%Transamerica 36%
    $559M
  23. 7385
    Narus Financial Partners, LLCSalt Lake City, UT · 208 clientsWealth manager
    Fidelity 100%
    $559M
  24. 7387
    Paulson Wealth Management Inc.West Palm Beach, FL · 379 clientsWealth managerWrap sponsor
    Schwab 100%
    $559M
  25. 7388
    Ogorek Wealth Management, LLCWilliamsville, NY · 192 clientsWealth manager
    Schwab 100%
    $559M
  26. 7389
    Wealth Science Advisors LLCAlpharetta, GA · 273 clientsWealth manager
    Pershing 88%
    $559M
  27. 7390
    Impact Investment Adviser LLCSan Francisco, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $559M
  28. 7391
    Guidance Point Advisors, LLC255 clientsWealth manager
    Fidelity 100%
    $558M
  29. 7392
    Thomaslloyd Climate Solutions LLCPleasantville, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $558M
  30. 7393
    Hobart WealthCharlotte, NC · 727 clientsWealth manager
    Schwab 100%
    $558M
  31. 7394
    Prairie Wealth Advisors, Inc.Omaha, NE · 389 clientsWealth manager
    Fidelity 64%Schwab 36%
    $558M
  32. 7395
    F&v Capital Management, L.L.C.Boca Raton, FL · 132 clientsWealth manager
    RBC 100%
    $558M
  33. 7396
    Life Line Wealth Management LLCBeverly Hills, CA · 97 clientsWealth manager
    Schwab 100%
    $558M
  34. 7397
    Quantum Financial Advisors IncRockville, MD · 363 clientsAsset manager
    Fidelity 59%Schwab 41%
    $558M
  35. 7398
    Nicollet Investment Management, Inc.Minneapolis, MN · 301 clientsWealth manager
    Schwab 100%
    $557M
  36. 7399
    Financial Harvest Wealth AdvisorsWinter Park, FL · 320 clientsWealth manager
    Schwab 100%
    $557M
  37. 7400
    Enrich Financial Partners LLCMadison, WI · 426 clientsWealth manager
    Schwab 100%
    $557M
  38. 7401
    Trinity Capital Management, LLCSanta Barbara, CA · 393 clientsWealth manager
    Schwab 100%
    $557M
  39. 7402
    HT Partners LLCCenterbrook, CT · 121 clientsWealth manager
    Schwab 100%
    $556M
  40. 7403
    Oldfather Financial ServicesKearney, NE · 448 clientsWealth manager
    Schwab 100%
    $556M

RIAs by state