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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. 7813
    Saybrook Capital CorpSag Harbor, NY · 155 clientsWealth manager
    No custodian reported
    $503M
  2. 7814
    Boltwood Capital ManagementWalnut Creek, CA · 230 clientsWealth manager
    Schwab 100%
    $503M
  3. 7815
    Crown Wealth Group LLCCharlotte, NC · 254 clientsWealth manager
    Schwab 100%
    $502M
  4. 7817
    Quantitative Process, LLCCharlotte, NC · 205 clientsAsset manager
    No custodian reported
    $502M
  5. 7818
    Investors Asset Management of Georgia IncAtlanta, GA · 529 clientsWealth manager
    Schwab 64%
    $502M
  6. 7819
    Transition Equity Partners, LLCChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $502M
  7. 7820
    Humble GrowthNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $502M
  8. 7821
    First Washington CorporationSeattle, WA · 29 clientsWealth manager
    U.S. Bank 88%
    $501M
  9. 7822
    LRZ Capital LLCMiami, FL · 4 clientsPrivate fund adviser
    Citi 100%
    $501M
  10. 7823
    Family Financial Solutions Group, LLCDurango, CO · 20 clientsWealth manager
    No custodian reported
    $501M
  11. 7824
    Saothair Capital PartnersWayne, PA · 4 clientsPrivate fund adviser
    No custodian reported
    $501M
  12. 7825
    Pandowealth. LLC770 clientsAsset manager
    Newedge Securities 51%Schwab 33%
    $500M
  13. 7826
    HC Advisors LLCSandy Springs, GA · 206 clientsWealth manager
    Schwab 100%
    $500M
  14. 7828
    Maybourne Partners Management LP1 clientsPrivate fund adviser
    No custodian reported
    $500M
  15. 7830
    Sabrepoint Capital ManagementDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $500M
  16. 7831
    Stokes Capital Advisors, LLCGreenwood, SC · 289 clientsWealth manager
    Schwab 100%
    $499M
  17. 7832
    Greenstone Partners, LLCLarkspur, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $499M
  18. 7833
    Elevated Capital Advisors, LLCDraper, UT · 1,007 clientsWealth manager
    Fidelity 100%
    $499M
  19. 7834
    EVT Financial AdvisorsZurich, Switzerland · 124 clientsWealth manager
    Vontobel 66%NPB 34%
    $499M
  20. 7835
    Presidio Capital Management, LLCSan Diego, CA · 351 clientsWealth manager
    Schwab 100%
    $499M
  21. 7836
    ACT AdvisorsAsheville, NC · 428 clientsWealth manager
    LPL Financial 81%
    $499M
  22. 7837
    Scientech Research LLCJersey City, NJ · 4 clientsPrivate fund adviser
    No custodian reported
    $499M
  23. 7838
    Clark Financial Services Group, Inc.Chesterfield, MO · 431 clientsWealth manager
    Schwab 100%
    $499M
  24. 7840
    Blue Opal Capital, LLCNew York, NY · 39 clientsPrivate fund adviser
    No custodian reported
    $499M
  25. 7841
    Outrunner Capital, LLCAustin, TX · 35 clientsWealth manager
    Schwab 100%
    $498M
  26. 7842
    Hastings Equity Partners, LLCBoston, MA · 6 clientsPrivate fund adviser
    No custodian reported
    $498M
  27. 7843
    Jackson Financial Services, LLCMt. Pleasant, SC · 557 clientsWealth manager
    Schwab 100%
    $498M
  28. 7844
    Ruedi Wealth Management, Inc.Champaign, IL · 469 clientsWealth manager
    Schwab 100%
    $498M
  29. 7845
    Pitzl FinancialArden Hills, MN · 394 clientsWealth manager
    Fidelity 81%
    $498M
  30. 7846
    Xcel Wealth Management, LLCHolly Hill, FL · 334 clientsWealth manager
    Schwab 100%
    $498M
  31. 7847
    Socorro Asset ManagementDallas, TX · 8 clientsPrivate fund adviser
    Northern Trust 54%
    $498M
  32. 7848
    William Madison Advisors, Inc.Abilene, TX · 505 clientsWealth manager
    Schwab 100%
    $498M
  33. 7849
    Schmidt Financial ManagementKirkland, WA · 140 clientsWealth manager
    Pershing 100%
    $498M
  34. 7851
    Verdis Investment Management, LLCWest Conshohocken, PA · 10 clientsPrivate fund adviser
    J.P. Morgan 100%
    $497M
  35. 7852
    The Milwealth Group, LLCMilwaukee, WI · 236 clientsWealth manager
    Schwab 100%
    $497M
  36. 7853
    RR Advisors, LLCDallas, TX · 10 clientsPrivate fund adviser
    BNY 71%J.P. Morgan 29%
    $497M
  37. 7854
    Riposte Capital LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $497M
  38. 7855
    Peavine Capital, LLC11 clientsAsset manager
    Fidelity 100%
    $496M
  39. 7856
    Powerlaw Fund Adviser, LLCSan Francisco, CA · 1 clientsAsset manager
    No custodian reported
    $496M
  40. 7857
    White Oaks Investment Management, IncSarasota, FL · 10 clientsPrivate fund adviser
    No custodian reported
    $496M

RIAs by state