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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. 7901
    Permit Capital, LLCWest Conshohocken, PA · 3 clientsPrivate fund adviser
    No custodian reported
    $491M
  2. 7902
    Victor Capital PartnersNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $491M
  3. 7903
    Maryland Capital Advisors, Inc.Chester, MD · 190 clientsWealth manager
    Schwab 74%Fidelity 26%
    $491M
  4. 7904
    Whitcomb & Hess, Inc.Ashland, OH · 1,368 clientsWealth manager
    Schwab 100%
    $491M
  5. 7905
    Quantum Capital GroupHouston, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $491M
  6. 7906
    Redstone Advisors IncWichita, KS · 109 clientsWealth manager
    Schwab 100%
    $491M
  7. 7908
    Samalin WealthChappaqua, NY · 544 clientsWealth manager
    Fidelity 100%
    $491M
  8. 7909
    Cypress Financial PlanningHaddon Heights, NJ · 432 clientsWealth manager
    Schwab 100%
    $490M
  9. 7910
    Synergy Fund Management Group LimitedCentral, Hong Kong · 10 clientsPrivate fund adviser
    BNY 70%Pictet & CIE (europe) S.A. 30%
    $490M
  10. 7912
    TIM Looney Investments, LLCLongwood, FL · 505 clientsWealth manager
    Schwab 100%
    $490M
  11. 7913
    Fourpoints Investment Managers S.a.sParis, France · 467 clientsPrivate fund adviser
    No custodian reported
    $490M
  12. 7914
    Daher Capital Group, LLCJupiter, FL · 23 clientsAsset manager
    No custodian reported
    $490M
  13. 7915
    Hillcrest Credit and Income Fund II Manager, LLCNew York, NY · 3 clientsAsset manager
    No custodian reported
    $490M
  14. 7917
    Marquis Wealth Management GroupFort Myers, FL · 321 clientsWealth manager
    Schwab 83%
    $489M
  15. 7918
    Iron Financial LLCNorthbrook, IL · 246 clientsWealth manager
    Schwab 100%
    $489M
  16. 7919
    Ifrah Financial Services, Inc.Little Rock, AR · 598 clientsWealth manager
    No custodian reported
    $489M
  17. 7920
    Postrock Partners LLCOverland Park, KS · 34 clientsAsset manager
    Fidelity 100%
    $489M
  18. 7921
    One Degree Advisors, Inc.San Diego, CA · 466 clientsWealth manager
    Schwab 100%
    $489M
  19. 7922
    Wood Tarver FinancialBoise, ID · 581 clientsWealth manager
    Schwab 100%
    $489M
  20. 7923
    Westerly Capital Management LLCSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $489M
  21. 7924
    WincoveBoston, MA · 13 clientsPrivate fund adviser
    No custodian reported
    $489M
  22. 7925
    Thackeray PartnersDallas, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $489M
  23. 7926
    Acorn Creek Capital LLCFort Collins, CO · 322 clientsWealth manager
    Fidelity 100%
    $489M
  24. 7928
    Parkview LTD.Zurich, Switzerland · 62 clientsWealth manager
    Banque Pictet & CIE SA 80%
    $488M
  25. 7930
    Bridgefront Capital, LLCAustin, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $488M
  26. 7931
    Financial Avengers, Inc.Oakland, CA · 206 clientsWealth manager
    Schwab 100%
    $488M
  27. 7932
    Objectivity Squared Wealth ManagementCharleston, SC · 181 clientsWealth managerWrap sponsor
    Raymond James 100%
    $488M
  28. 7933
    Hixon Zuercher Capital ManagementFindlay, OH · 390 clientsWealth manager
    Fidelity 100%
    $488M
  29. 7935
    44 Wealth Management LLCEugene, OR · 237 clientsWealth manager
    Fidelity 100%
    $487M
  30. 7936
    BLT Fund Manager LLCStamford, CT · 5 clientsPrivate fund adviser
    No custodian reported
    $487M
  31. 7938
    Argent Wealth, LLCRidgeland, MS · 470 clientsWealth manager
    Schwab 100%
    $487M
  32. 7939
    ABR Capital Partners, LLCBaltimore, MD · 12 clientsPrivate fund adviser
    No custodian reported
    $487M
  33. 7941
    DB FitzpatrickBoise, ID · 93 clientsAsset manager
    BNY 41%Schwab 31%
    $487M
  34. 7942
    Bell & Brown Wealth Advisors, LLCNewport Beach, CA · 505 clientsWealth managerWrap sponsor
    Schwab 100%
    $487M
  35. 7943
    Rosenblum Silverman Sutton SF IncSan Francisco, CA · 159 clientsWealth manager
    Schwab 100%
    $487M
  36. 7944
    Interlock Equity LPLos Angeles, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $486M
  37. 7945
    Ballina Capital, LLC11 clientsAsset manager
    State Street 59%J.P. Morgan 28%
    $486M
  38. 7946
    Cornerstone Wealth PlanningCharlotte, NC · 409 clientsWealth manager
    Schwab 81%
    $486M
  39. 7948
    I-Qu & Co.Chicago, IL · 14 clientsPrivate fund adviser
    No custodian reported
    $486M
  40. 7949
    1505 Capital LLCNew York, NY · 8 clientsAsset manager
    U.S. Bank 100%
    $486M

RIAs by state