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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. 7447
    Dedora Capital, Inc.Napa, CA · 467 clientsWealth manager
    Schwab 100%
    $551M
  2. 7448
    New Holland Trading LLCNew York, NYAsset manager
    No custodian reported
    $550M
  3. 7449
    Terramont Infrastructure Management LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $550M
  4. 7450
    Pinnacle Wealth AdvisorsClackamas, OR · 832 clientsWealth manager
    SEI 56%Schwab 44%
    $550M
  5. 7451
    Snider Financial GroupBellevue, WA · 515 clientsWealth manager
    LPL Financial 100%
    $550M
  6. 7452
    Varcov Co.Darien, CT · 1 clientsPrivate fund adviser
    No custodian reported
    $550M
  7. 7454
    Stiles Financial Services, Inc.Edina, MN · 261 clientsWealth managerWrap sponsor
    Fidelity 100%
    $549M
  8. 7455
    Mills Wealth Advisors, LLCSouthlake, TX · 472 clientsWealth manager
    Schwab 100%
    $549M
  9. 7456
    Exome Asset Management LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $549M
  10. 7457
    MAY Hill Capital, LLCCohasset, MA · 113 clientsWealth manager
    Fidelity 100%
    $549M
  11. 7458
    Hamel Associates,inc.Allentown, PA · 127 clientsWealth manager
    Schwab 100%
    $548M
  12. 7459
    Cable CAR Capital, LPSan Francisco, CA · 4 clientsPrivate fund adviser
    Schwab 90%
    $548M
  13. 7460
    Range Rock CapitalWellesley, MA · 3 clientsPrivate fund adviser
    No custodian reported
    $548M
  14. 7461
    Big League AdvantageWashington, DC · 6 clientsPrivate fund adviser
    No custodian reported
    $548M
  15. 7464
    CachetechLogan, UT · 5 clientsAsset manager
    Schwab 100%
    $547M
  16. 7465
    Rays Capital Partners LimitedCentral, Hong Kong · 5 clientsPrivate fund adviser
    UOB KAY Hian (hong Kong) Limited 47%Citi 42%
    $547M
  17. 7466
    Adaptive Financial Consulting, LLCBeachwood, OH · 261 clientsWealth manager
    Fidelity 79%
    $547M
  18. 7467
    Monon Wealth ManagementIndianapolis, IN · 518 clientsWealth manager
    Schwab 100%
    $547M
  19. 7468
    Jet Wealth AdvisorsLa Jolla, CA · 556 clientsWealth manager
    Fidelity 100%
    $547M
  20. 7471
    Resilience ManagementCleveland, OH · 15 clientsPrivate fund adviser
    No custodian reported
    $546M
  21. 7472
    3 Boomerang Capital, LPGreenwich, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $546M
  22. 7475
    Whitegate Investment Counselors, Inc.Concord, NH · 139 clientsWealth manager
    Schwab 100%
    $545M
  23. 7476
    Stewardship Advisors, LLCMount Joy, PA · 687 clientsWealth manager
    TradePMR / Robinhood 79%
    $545M
  24. 7478
    Selby Wealth ManagementEmeryville, CA · 187 clientsWealth manager
    Schwab 100%
    $545M
  25. 7479
    Amherst Capital Management LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $545M
  26. 7480
    Trillium Wealth LLCWinter Park, FL · 629 clientsWealth manager
    Schwab 55%Fidelity 45%
    $545M
  27. 7481
    Sierra Ocean, LLCRipon, CA · 181 clientsWealth manager
    Schwab 100%
    $545M
  28. 7482
    Penobscot Financial AdvisorsPortland, ME · 562 clientsWealth managerWrap sponsor
    Schwab 90%
    $545M
  29. 7483
    TSW II Capital Advisors, LLCChattanooga, TN · 9 clientsPrivate fund adviser
    No custodian reported
    $545M
  30. 7484
    Oneascent Family OfficesBirmingham, AL · 78 clientsAsset manager
    Schwab 100%
    $544M
  31. 7485
    Newstone Capital Partners, LLCDallas, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $544M
  32. 7486
    Golden Reserve Retirement, LLCDublin, OH · 2,008 clientsWealth manager
    Schwab 100%
    $544M
  33. 7487
    Goodreid Investment Counsel Corp.Toronto, Canada · 404 clientsWealth manager
    Fidelity Clearing Canada ULC 68%Scotia Itrade 32%
    $544M
  34. 7488
    Farol Investment Advisers LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $544M
  35. 7489
    Andrews, Lucia Wealth Management LLCDanville, CA · 197 clientsWealth manager
    Schwab 71%Fidelity 29%
    $543M
  36. 7490
    Marion Wealth ManagementMonroeville, PA · 456 clientsWealth manager
    Schwab 100%
    $543M
  37. 7492
    Prosperity PlanningNorth Kansas City, MO · 406 clientsWealth manager
    Fidelity 100%
    $543M
  38. 7493
    Fountainhead Financial, LLCChicago, IL · 100 clientsWealth manager
    Schwab 100%
    $543M
  39. 7494
    Headwater Investment Consulting,inc.McMinnville, OR · 649 clientsWealth manager
    Fidelity 100%
    $543M
  40. 7496
    Juno Financial Group LLCRichmond, VA · 321 clientsWealth manager
    Schwab 60%Fidelity 40%
    $542M

RIAs by state