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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. 7608
    Council Oak Wealth AdvisorsTulsa, OK · 378 clientsWealth manager
    Raymond James 84%
    $529M
  2. 7609
    Navigate Private Wealth, LLCDraper, UT · 1,929 clientsWealth manager
    Fidelity 100%
    $529M
  3. 7610
    CH Global Capital Management, LLCNew York, NY · 23 clientsAsset manager
    Goldman Sachs 100%
    $529M
  4. 7611
    Caravela Energy Partners LPDarien, CT · 9 clientsPrivate fund adviser
    Goldman Sachs 67%Scotia Bank 33%
    $529M
  5. 7612
    Willow Creek FinancialSan Diego, CA · 238 clientsWealth managerWrap sponsor
    Schwab 100%
    $529M
  6. 7613
    S.A. Mason, LLCHolland, MI · 282 clientsWealth manager
    Schwab 74%Fifth Third Bank 26%
    $529M
  7. 7614
    Peterson Wealth Services Inc.South Ogden, UT · 453 clientsWealth manager
    Raymond James 100%
    $529M
  8. 7615
    Measured Wealth Private Client Group, LLCRye, NH · 638 clientsWealth manager
    Schwab 100%
    $528M
  9. 7616
    BCR Wealth StrategiesVestavia, AL · 362 clientsWealth manager
    Pershing 100%
    $528M
  10. 7617
    Strength Capital Partners, LLCBirmingham, MI · 12 clientsPrivate fund adviser
    No custodian reported
    $528M
  11. 7619
    Cura Wealth Advisors, LLCChicago, IL · 172 clientsWealth manager
    Schwab 100%
    $528M
  12. 7620
    Rosecap Investment Advisors, LLCGrand Junction, CO · 747 clientsWealth manager
    Schwab 100%
    $528M
  13. 7621
    Noble Family WealthClearwater, FL · 124 clientsWealth manager
    Pershing 100%
    $527M
  14. 7622
    Axon Capital LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $527M
  15. 7623
    Sophron Capital ManagementSummit, NJ · 1 clientsPrivate fund adviser
    No custodian reported
    $527M
  16. 7624
    Hvpf Manager II, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $527M
  17. 7625
    Compass Financial Advisory Services, LLCOrmond Beach, FL · 1,031 clientsWealth managerWrap sponsor
    Pershing 100%
    $527M
  18. 7626
    Ariston Services Group, LLCSan Diego, CA · 70 clientsWealth manager
    Schwab 100%
    $527M
  19. 7628
    Retirement Wellness GroupPasadena, CA · 83 clientsAsset manager
    No custodian reported
    $527M
  20. 7629
    Constellation Asset ManagementSao Paulo, Brazil · 40 clientsPrivate fund adviser
    No custodian reported
    $526M
  21. 7630
    Aurdan Capital Management, LLCWayne, PA · 423 clientsWealth manager
    Fidelity 100%
    $526M
  22. 7632
    Graybill Wealth Management, LTD.Elmhurst, IL · 269 clientsWealth manager
    Fidelity 78%Schwab 22%
    $526M
  23. 7633
    Gold Investment Management LTD.Edmonton, Canada · 965 clientsWealth manager
    Aviso Financial 79%
    $526M
  24. 7635
    Bostonpremier WealthHingham, MA · 754 clientsWealth manager
    Fidelity 100%
    $525M
  25. 7636
    Core PlanningOfallon, MO · 867 clientsWealth manager
    Schwab 57%Altruist 43%
    $525M
  26. 7637
    5th Street Advisors, LLCSouthport, CT · 222 clientsWealth manager
    Fidelity 78%Schwab 22%
    $524M
  27. 7639
    Reify Wealth Advisors, Inc.Indianapolis, IN · 247 clientsWealth manager
    Schwab 100%
    $524M
  28. 7640
    Mowery & Schoenfeld Wealth Management, LLCLincolnshire, IL · 180 clientsWealth manager
    Fidelity Distributors Company 100%
    $524M
  29. 7641
    Denver PWM, LLCDenver, CO · 221 clientsWealth manager
    Schwab 100%
    $524M
  30. 7642
    Pathway Financial Advisers, LLCAuburn, IN · 822 clientsWealth manager
    Fidelity 100%
    $524M
  31. 7643
    SST Benefits ConsultingAliso Viejo, CA · 5 clientsAsset manager
    No custodian reported
    $524M
  32. 7644
    Conifer Investments LTDWest Hartford, CT · 41 clientsWealth manager
    Schwab 100%
    $524M
  33. 7645
    DLK Investment ManagementSolana Beach, CA · 467 clientsWealth manager
    Schwab 100%
    $524M
  34. 7646
    Convergence Investment Partners, LLCPalm Beach Gardens, FL · 441 clientsAsset manager
    Fidelity 72%
    $524M
  35. 7647
    Financial Gravity Asset Management, Inc.Austin, TX · 1,518 clientsWealth managerPublic-company owned
    Schwab 100%
    $523M
  36. 7649
    Evergreen Advisors, LLCChattanooga, TN · 494 clientsWealth manager
    Schwab 100%
    $523M
  37. 7650
    Fort Point CapitalBoston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $523M
  38. 7651
    Park Edge Advisors, LLCCleveland, OH · 330 clientsWealth manager
    Schwab 100%
    $523M
  39. 7652
    Delta Wealth Management41 clientsWealth manager
    Schwab 100%
    $522M
  40. 7653
    Sherborne Investors Management LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $522M

RIAs by state