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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. 7656
    DG Capital Management, LLCNew York, NY · 12 clientsPrivate fund adviser
    Jefferies 100%
    $522M
  2. 7657
    Leading Edge Financial Planning LLCKnoxville, TN · 302 clientsWealth manager
    Schwab 100%
    $522M
  3. 7658
    Verso PartnersSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $522M
  4. 7659
    Reflow Services, LLCSan Francisco, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $521M
  5. 7661
    Trinity Legacy Partners, LLCHouston, TX · 360 clientsWealth manager
    Schwab 100%
    $521M
  6. 7662
    5th Century PartnersChicago, IL · 5 clientsPrivate fund adviser
    No custodian reported
    $521M
  7. 7663
    Disciplined Equity Management, Inc.Neptune Beach, FL · 231 clientsWealth manager
    Schwab 100%
    $521M
  8. 7664
    Kingdom Financial Group, LLCPeoria, AZ · 1,810 clientsWealth managerWrap sponsor
    Fidelity 100%
    $521M
  9. 7665
    Paul CapitalSan Francisco, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $521M
  10. 7666
    Fiduciary Advisors, LLCCottonwood Heights, UT · 56 clientsAsset manager
    Advisortrust 100%
    $520M
  11. 7667
    Zuraw Financial Advisors, LLCGreensboro, NC · 165 clientsWealth manager
    Schwab 79%
    $520M
  12. 7668
    Uncommon Cents InvestingJanesville, WI · 589 clientsWealth manager
    Schwab 100%
    $520M
  13. 7670
    Savano Direct Capital Partners, LLCBaltimore, MD · 9 clientsPrivate fund adviser
    No custodian reported
    $519M
  14. 7672
    Northstar Financial Companies, Inc.Conshohocken, PA · 507 clientsWealth managerWrap sponsor
    Schwab 100%
    $519M
  15. 7674
    Summit House Capital Management, LLCDallas, TX · 4 clientsAsset manager
    U.S. Bank 100%
    $519M
  16. 7675
    Council Capital Funds Management, LLCNashville, TN · 7 clientsPrivate fund adviser
    No custodian reported
    $519M
  17. 7676
    Bicycle CapitalCoconut Grove, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $518M
  18. 7677
    Boardman Bay Capital Management LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $518M
  19. 7679
    Hudson Hill Capital Management, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $518M
  20. 7680
    Quantech Solution Partners North America Inc.Ny, NY · 3 clientsAsset manager
    Barclays Bank PLC 51%Goldman Sachs 36%
    $518M
  21. 7681
    Parkshore Wealth ManagementGranite Bay, CA · 528 clientsWealth manager
    Schwab 100%
    $518M
  22. 7682
    Seldon Capital LPSan Francisco, CA · 3 clientsPrivate fund adviser
    Fidelity Distributors Company 77%Schwab 23%
    $518M
  23. 7684
    BGM Wealth ManagementBloomington, MN · 213 clientsWealth manager
    Schwab 100%
    $517M
  24. 7685
    JZ PartnersNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $517M
  25. 7687
    Fiat Wealth ManagementWayzata, MN · 647 clientsWealth manager
    Schwab 100%
    $517M
  26. 7689
    Chelsea Management CompanyWoodland Hills, CA · 95 clientsAsset manager
    Comerica Bank & Trust 51%Schwab 33%
    $517M
  27. 7691
    Gifford Fong AssociatesLafayette, CA · 1 clientsAsset manager
    No custodian reported
    $517M
  28. 7693
    CRG Fund Manager, LLCChicago, IL · 5 clientsPrivate fund adviser
    No custodian reported
    $517M
  29. 7694
    Millennia Global Investors, LLCNew York, NY · 22 clientsPrivate fund adviser
    No custodian reported
    $516M
  30. 7695
    801 West Capital Management, LLCLake Oswego, OR · 6 clientsPrivate fund adviser
    No custodian reported
    $516M
  31. 7696
    Prudent InvestorsLake Forest, CA · 670 clientsWealth manager
    Schwab 100%
    $516M
  32. 7697
    CID Capital II, Inc.Carmel, IN · 5 clientsPrivate fund adviser
    No custodian reported
    $516M
  33. 7698
    Steamboat Capital Partners, LLC7 clientsPrivate fund adviser
    No custodian reported
    $516M
  34. 7703
    Prism Advisors, Inc.Studio City, CA · 242 clientsWealth managerWrap sponsor
    Schwab 100%
    $515M
  35. 7704
    Wealthspring Capital LLCWest Harrison, NY · 125 clientsAsset manager
    Pershing 66%Schwab 34%
    $515M
  36. 7705
    Mattson Financial Services, LLCKentwood, MI · 1,127 clientsWealth manager
    Schwab 100%
    $515M
  37. 7706
    Taiko Private WealthChicago, IL · 55 clientsWealth manager
    Schwab 100%
    $515M
  38. 7707
    Haven Wealth GroupHouston, TX · 348 clientsWealth manager
    Schwab 100%
    $515M
  39. 7708
    Gavilan Investment Partners LLCBurlingame, CA · 2 clientsAsset manager
    Citi 100%
    $515M
  40. 7710
    Searcy Financial Services, Inc.Overland Park, KS · 193 clientsWealth manager
    Schwab 100%
    $514M

RIAs by state