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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. 7950
    The Cavanaugh Group IncKiawah Island, SC · 44 clientsWealth manager
    No custodian reported
    $486M
  2. 7951
    Anthemis Capital Managers LimitedLondon, United Kingdom · 8 clientsPrivate fund adviser
    No custodian reported
    $486M
  3. 7952
    Armor Advisors, L.L.C.New York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $486M
  4. 7953
    Anthemis Capital Managers (americas) LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $486M
  5. 7954
    Peakequity Partners Management Co., L.L.C.Villanova, PA · 3 clientsPrivate fund adviser
    No custodian reported
    $485M
  6. 7955
    NWK GroupSan Francisco, CA · 213 clientsWealth manager
    Schwab 100%
    $485M
  7. 7956
    Bridger Management LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $485M
  8. 7957
    The Ambrus Group LLCTampa, FL · 7 clientsPrivate fund adviser
    Goldman Sachs 100%
    $485M
  9. 7958
    Johnson & White Wealth Management LLCYork, PA · 480 clientsWealth manager
    Schwab 100%
    $485M
  10. 7959
    Vantage Point Financial, LLCLisle, IL · 566 clientsWealth manager
    Schwab 100%
    $485M
  11. 7960
    Nine Masts Capital Advisers LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $485M
  12. 7961
    Xebec Asset Management, LLCDallas, TX · 8 clientsPrivate fund adviser
    No custodian reported
    $484M
  13. 7963
    Mountain Pacific Advisors, LLCBellevue, WA · 2 clientsAsset manager
    Northern Trust 100%
    $484M
  14. 7964
    Rail-Splitter Capital Management LLCWinnetka, IL · 34 clientsWealth managerWrap sponsor
    Goldman Sachs 100%
    $484M
  15. 7965
    Legacy Financial Independent Advisors LLCLouisville, KY · 749 clientsWealth manager
    Raymond James 100%
    $484M
  16. 7966
    Locus Investment Group, LTD.Port Louis, Mauritius · 2 clientsAsset manager
    No custodian reported
    $484M
  17. 7967
    Militia Investments, LLCAustin, TX · 1 clientsAsset manager
    No custodian reported
    $484M
  18. 7969
    Morton Brown Family Wealth LLCAllentown, PA · 272 clientsWealth manager
    Schwab 100%
    $483M
  19. 7970
    Paradiem, LLCCovington, LA · 140 clientsWealth managerWrap sponsor
    Schwab 100%
    $483M
  20. 7971
    Altman AdvisorsChicago, IL · 184 clientsWealth managerWrap sponsor
    Schwab 100%
    $483M
  21. 7973
    Global Kandor Advisors, LLCMiami, FL · 74 clientsWealth manager
    J.P. Morgan 44%Citi 29%Merrill / Bank of America 27%
    $483M
  22. 7974
    Buttonwood Financial Advisors, Inc.Baltimore, MD · 327 clientsWealth manager
    Fidelity 71%Schwab 29%
    $483M
  23. 7975
    Joyce Wealth Management, LLCHouston, TX · 193 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $483M
  24. 7976
    Van Strum & Towne IncSan Francisco, CA · 101 clientsWealth manager
    Schwab 68%U.S. Bank 32%
    $483M
  25. 7978
    Astoria Strategic Wealth, Inc.177 clientsWealth manager
    Schwab 100%
    $483M
  26. 7979
    Monte Financial Group, LLCGuilford, CT · 434 clientsWealth manager
    Fidelity 100%
    $482M
  27. 7980
    The Lewis Financial GroupAshburn, VA · 308 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $482M
  28. 7982
    Ping Capital Management, Inc.New York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $482M
  29. 7983
    Ss&h Financial Advisors, Inc.Troy, MI · 116 clientsWealth manager
    Schwab 100%
    $482M
  30. 7984
    Oakstreet Wealth Management, Inc.Magnolia, TX · 58 clientsAsset manager
    No custodian reported
    $482M
  31. 7985
    Emet Capital ManagementNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $482M
  32. 7990
    HS Wealth PartnersNashville, TN · 285 clientsWealth managerWrap sponsor
    Goldman Sachs 100%
    $481M
  33. 7991
    Onyxpoint Global Management LPNew York, NY · 5 clientsPrivate fund adviser
    J.P. Morgan 50%Northern Trust 50%
    $481M
  34. 7992
    Pinnacle Peak Private Client Group, LLCScottsdale, AZ · 708 clientsWealth managerWrap sponsor
    Schwab 100%
    $481M
  35. 7993
    Aureon Management LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $481M
  36. 7994
    Thurston AdvisorsVero Beach, FL · 9 clientsPrivate fund adviser
    No custodian reported
    $481M
  37. 7995
    Harbor Advisory CorporationPortsmouth, NH · 144 clientsWealth manager
    Schwab 56%Pershing 44%
    $481M
  38. 7996
    Eaton-Cambridge Inc.Phoenix, AZ · 311 clientsWealth manager
    Schwab 100%
    $481M
  39. 7998
    Courage Miller Partners, LLCNorfolk, VA · 228 clientsWealth manager
    Schwab 100%
    $481M
  40. 7999
    Lion Point Capital, LPNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $481M

RIAs by state