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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. 7858
    Relevance Capital ManagementDenton, TX · 279 clientsWealth manager
    Schwab 100%
    $496M
  2. 7859
    Structural Capital Management Company II, LPMenlo Park, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $496M
  3. 7860
    Monarch Capital Management IncFort Wayne, IN · 194 clientsWealth manager
    Pershing 87%
    $496M
  4. 7861
    Klosters CapitalMiami, FL · 49 clientsAsset manager
    Banco Santander 53%UBS 36%
    $496M
  5. 7862
    Piedmont Capital Management, LLCGreenboro, NC · 96 clientsWealth manager
    Fidelity 100%
    $496M
  6. 7863
    Cherrydale Wealth Management, LLCMontclair, NJ · 76 clientsWealth manager
    Fidelity 100%
    $495M
  7. 7864
    McCay Wealth Advisory LLCManchester, TN · 876 clientsWealth manager
    Schwab 100%
    $495M
  8. 7865
    Semmax Financial Advisors, Inc.Winston-Salem, NC · 826 clientsWealth manager
    Fidelity 100%
    $495M
  9. 7866
    Wasatch Health PartnersSalt Lake City, UT · 1 clientsPrivate fund adviser
    No custodian reported
    $495M
  10. 7867
    Great Range Capital, LLCMission Woods, KS · 3 clientsPrivate fund adviser
    No custodian reported
    $495M
  11. 7868
    Portfolio Advisory Council,l.l.c.Houston, TX · 567 clientsWealth manager
    Schwab 100%
    $495M
  12. 7869
    Infanger Investment Technology, LLCMountain View, CA · 1 clientsAsset manager
    Morgan Stanley 44%Bank Gutmann Aktiengesellschaft 25%
    $495M
  13. 7870
    Greystone Financial Group, LLCBloomfield Hills, MI · 582 clientsWealth manager
    Schwab 100%
    $495M
  14. 7871
    JDH Wealth Management, LLCSanta Rosa, CA · 136 clientsWealth manager
    Schwab 75%Fidelity 25%
    $495M
  15. 7872
    Sterling Wealth Management, Inc.Champaign, IL · 240 clientsWealth manager
    Schwab 100%
    $495M
  16. 7873
    Pacific Ridge Capital Partners, LLCLake Oswego, OR · 50 clientsAsset manager
    BNY 73%
    $495M
  17. 7874
    Lincolnshire Management, Inc.New York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $494M
  18. 7876
    Balanced Wealth Group LLCWestlake, OH · 498 clientsWealth managerWrap sponsor
    Fidelity 100%
    $494M
  19. 7877
    True Wealth Design, LLCAkron, OH · 366 clientsWealth manager
    Schwab 72%Fidelity 28%
    $494M
  20. 7878
    Busey Capital Management, Inc.Urbana, IL · 384 clientsAsset manager
    Northern Trust 70%Raymond James 30%
    $494M
  21. 7879
    Bonaventure Capital, LLCBirmingham, AL · 25 clientsWealth manager
    Schwab 100%
    $494M
  22. 7880
    Allred Harris Wealth Management.Dallas, TX · 353 clientsWealth managerWrap sponsor
    Raymond James 100%
    $493M
  23. 7881
    Sellaronda Global Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $493M
  24. 7882
    HFM Investment Advisors, Inc.220 clientsWealth manager
    Schwab 100%
    $493M
  25. 7883
    UAS Asset ManagementNew York, NY · 361 clientsWealth manager
    Pershing 100%
    $493M
  26. 7884
    Manteio Capital LLCJersey City, NJ · 9 clientsPrivate fund adviser
    No custodian reported
    $493M
  27. 7885
    Graham PartnersAsheville, NC · 3 clientsPrivate fund adviser
    No custodian reported
    $493M
  28. 7886
    Symmetry Capital Advisors LLCDallas, TX · 72 clientsWealth manager
    Schwab 100%
    $493M
  29. 7887
    Basin OIL and GAS Management, LPFort Worth, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $493M
  30. 7888
    Carr's Hill PartnersNew Orleans, LA · 8 clientsPrivate fund adviser
    No custodian reported
    $493M
  31. 7889
    True North Management Group, LLCStamford, CT · 5 clientsPrivate fund adviser
    No custodian reported
    $493M
  32. 7891
    Engle Capital Management, L.P.Greenwich, CT · 4 clientsPrivate fund adviser
    No custodian reported
    $492M
  33. 7892
    Fusion Capital, LLCMt. Pleasant, SC · 700 clientsWealth manager
    Schwab 100%
    $492M
  34. 7894
    RPD Fund Management LLC9 clientsPrivate fund adviser
    No custodian reported
    $492M
  35. 7895
    Lifewise Wealth AdvisorsChampaign, IL · 433 clientsWealth manager
    No custodian reported
    $492M
  36. 7896
    Brick & Kyle Associates IncNewtown, PA · 427 clientsWealth manager
    No custodian reported
    $492M
  37. 7897
    Tyler Street CapitalPlymouth, MA · 13 clientsWealth manager
    Schwab 100%
    $492M
  38. 7898
    Atwater Capital, LLCLos Angeles, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $491M
  39. 7899
    Inflection Financial92 clientsAsset manager
    Schwab 49%Fidelity 36%
    $491M
  40. 7900
    Paces Ferry Wealth Advisors, LLCAtlanta, GA · 219 clientsWealth manager
    Schwab 100%
    $491M

RIAs by state