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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. 7497
    Beacon Investment Advisors LLCGaithersburg, MD · 127 clientsWealth manager
    Fidelity 100%
    $542M
  2. 7498
    Tandem Financial, LLCGreenwood Village, CO · 457 clientsWealth manager
    Schwab 92%
    $542M
  3. 7499
    Cibolo Energy Partners, LLCHouston, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $542M
  4. 7500
    Shorehaven Wealth Partners, LLCRed Bank, NJ · 396 clientsWealth manager
    Fidelity 100%
    $542M
  5. 7501
    Affiliated Financial Advisors IncMilwaukee, WI · 898 clientsWealth manager
    Schwab 100%
    $541M
  6. 7502
    Gettings Busch Wealth ManagementLafayette, IN · 884 clientsWealth manager
    Schwab 100%
    $541M
  7. 7503
    Aristides Capital LLCLouisville, KY · 5 clientsPrivate fund adviser
    No custodian reported
    $541M
  8. 7506
    Relation Wealth Management, Inc.Tulsa, OK · 126 clientsAsset manager
    Schwab 68%Transamerica Retirement Advisors 32%
    $541M
  9. 7507
    Venrex Investment Management LLPLondon, United Kingdom · 26 clientsPrivate fund adviser
    No custodian reported
    $541M
  10. 7508
    Compound Family Offices, LLCSarasota, FL · 140 clientsWealth manager
    Schwab 100%
    $541M
  11. 7509
    Dividend Assets Capital, LLCRidgeland, SC · 401 clientsWealth manager
    Schwab 100%
    $541M
  12. 7510
    Gray Private Wealth, LLCCanton, MA · 296 clientsWealth manager
    Schwab 100%
    $541M
  13. 7511
    Consilium Investment Management LLCFort Lauderdale, FL · 5 clientsPrivate fund adviser
    BNY 100%
    $541M
  14. 7512
    CAZ Investments Registered Adviser LLCHouston, TX · 1 clientsAsset manager
    No custodian reported
    $541M
  15. 7513
    Ahoy CapitalPalo Alto, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $540M
  16. 7514
    Oakwood Real Estate Partners, LLCDenver, CO · 23 clientsPrivate fund adviser
    No custodian reported
    $540M
  17. 7516
    Lk&a Investment CounselPasadena, CA · 83 clientsWealth manager
    U.S. Bank 41%Schwab 40%
    $540M
  18. 7518
    WBI Investments, LLCRed Bank, NJ · 796 clientsWealth manager
    Pershing 88%
    $540M
  19. 7520
    NCM Capital Management, LLCRamsey, NJ · 252 clientsWealth manager
    Fidelity 100%
    $539M
  20. 7521
    Wealth Advisors of Iowa, LLCWest Des Moines, IA · 550 clientsWealth managerWrap sponsor
    LPL Financial 66%Schwab 34%
    $539M
  21. 7523
    River Street Advisors, LLCAurora, IL · 492 clientsWealth managerBank-affiliated
    Schwab 100%
    $539M
  22. 7526
    Mountain Hill Investment PartnersAtlantic Highlands, NJ · 174 clientsWealth manager
    Fidelity 68%
    $539M
  23. 7527
    Euphrates AdvisorsWashington, DC · 3 clientsPrivate fund adviser
    No custodian reported
    $539M
  24. 7528
    Gallacher Capital Management, LLCLone Tree, CO · 516 clientsWealth manager
    Fidelity Distributors Company 67%Schwab 33%
    $539M
  25. 7529
    Buska Wealth Management, LLCWausau, WI · 1,698 clientsWealth manager
    Lincoln Financial 99%
    $539M
  26. 7531
    Morris Financial Concepts, Inc.Mount Pleasant, SC · 294 clientsWealth managerWrap sponsor
    Schwab 52%Fidelity 48%
    $538M
  27. 7532
    Deans Knight Capital ManagementVancouver, Canada · 61 clientsPrivate fund adviser
    RBC 36%Raymond James 28%CIBC Mellon Trust 26%
    $538M
  28. 7534
    Arkfeld Wealth Strategies, L.L.C.Omaha, NE · 937 clientsWealth manager
    Schwab 100%
    $538M
  29. 7535
    Troob Capital Management LLCRye Brook, NY · 6 clientsPrivate fund adviser
    J.P. Morgan 100%
    $538M
  30. 7536
    Weaver Capital Management, LLCSuwanee, GA · 203 clientsWealth manager
    Schwab 100%
    $538M
  31. 7537
    Alpha Partners Management, LLCNew York, NY · 31 clientsPrivate fund adviser
    No custodian reported
    $538M
  32. 7538
    Rareview Capital LLCLas Vegas, NV · 37 clientsAsset manager
    Schwab 100%
    $538M
  33. 7539
    Antara Capital LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $537M
  34. 7541
    BP Capital Energy Advisors, LLCDallas, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $537M
  35. 7542
    Redmond Asset Management, LLCHenrico, VA · 298 clientsWealth manager
    Schwab 43%Pershing 24%
    $537M
  36. 7544
    Novapoint Capital LLCAtlanta, GA · 218 clientsWealth manager
    Schwab 100%
    $536M
  37. 7545
    Hendricks Wealth and Estate ManagementAlgonquin, IL · 919 clientsWealth manager
    Schwab 100%
    $536M
  38. 7546
    Litvak Wealth, LLCNorwalk, CT · 75 clientsWealth manager
    Bank Julius Baer & Co. LTD 41%UBS 30%Fidelity 28%
    $536M
  39. 7547
    Crescat Portfolio Management LLCDenver, CO · 119 clientsPrivate fund adviser
    Interactive Brokers 65%Axos 35%
    $536M
  40. 7548
    Ninth Avenue Capital, LPKansas City, MO · 3 clientsPrivate fund adviser
    No custodian reported
    $536M

RIAs by state