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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. 8046
    SDS Real Estate AdvisorsLos Angeles, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $474M
  2. 8048
    Towle & CoDenver, CO · 32 clientsAsset manager
    Pershing 100%
    $474M
  3. 8050
    Juncture Wealth Strategies, LLCScottsdale, AZ · 462 clientsWealth manager
    Schwab 100%
    $474M
  4. 8051
    Sycale AdvisorsNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $473M
  5. 8052
    Promethean InvestmentsEdinburgh, United Kingdom · 10 clientsPrivate fund adviser
    No custodian reported
    $473M
  6. 8053
    Coign Capital Advisors LLCDraper, UT · 466 clientsWealth manager
    Schwab 100%
    $473M
  7. 8054
    Brightside Capital Partners LLCLantana, FL · 1 clientsAsset manager
    Fidelity 100%
    $473M
  8. 8055
    Blue Water WealthPortland, OR · 404 clientsWealth manager
    Schwab 100%
    $473M
  9. 8057
    Stellus Private BDC Advisor, LLCHouston, TX · 1 clientsAsset manager
    No custodian reported
    $473M
  10. 8058
    Aigh Capital Management, LLC2 clientsPrivate fund adviser
    No custodian reported
    $473M
  11. 8059
    Lighthouse Financial Services IncBrea, CA · 461 clientsWealth manager
    Schwab 100%
    $473M
  12. 8061
    Straight Path Wealth ManagementJenison, MI · 902 clientsWealth manager
    Schwab 100%
    $472M
  13. 8062
    Zimmerman Wealth Management, LLCEvanston, IL · 225 clientsWealth manager
    Fidelity 100%
    $472M
  14. 8063
    Wealthedge Investment Advisors, LLCNew York, NY · 379 clientsWealth manager
    Schwab 100%
    $472M
  15. 8064
    Wealth EffectsBoston, MA · 602 clientsWealth manager
    Fidelity 100%
    $472M
  16. 8065
    Cabana Asset ManagementFayetteville, AR · 3 clientsAsset manager
    No custodian reported
    $472M
  17. 8066
    Mainstreet RIA LLCO'fallon, MO · 141 clientsAsset manager
    Corebridge Retirment Services 83%
    $472M
  18. 8067
    Birinyi Associates, Inc.Westport, CT · 107 clientsWealth manager
    RBC 100%
    $472M
  19. 8068
    Main Capital Partners North America LLCBoston, MA · 14 clientsPrivate fund adviser
    No custodian reported
    $472M
  20. 8069
    Mason & Associates, LLCNewport News, VA · 414 clientsWealth manager
    Axos 100%
    $471M
  21. 8071
    Praetorian PR LLCRincon, PR · 2 clientsPrivate fund adviser
    No custodian reported
    $471M
  22. 8072
    Kassouf Wealth Advisors, LLCBirmingham, AL · 237 clientsWealth manager
    Schwab 80%
    $471M
  23. 8074
    Illumination Wealth ManagementSan Diego, CA · 215 clientsWealth manager
    Schwab 100%
    $471M
  24. 8075
    Vanterra Capital LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $471M
  25. 8077
    Atyant Capital Management LTDPort-Louis, Mauritius · 6 clientsAsset manager
    BNY 100%
    $470M
  26. 8079
    HS Management Partners, LLCNew York, NY · 58 clientsAsset manager
    Schwab 60%Northern Trust 23%
    $470M
  27. 8080
    Rothschild Capital PartnersNew York, NY · 70 clientsPrivate fund adviser
    Wilmington Trust Company A Subsidiary of M&t Bank 81%
    $470M
  28. 8081
    Octogone NAMiami, FL · 97 clientsAsset manager
    J.P. Morgan 44%Morgan Stanley 37%
    $470M
  29. 8082
    BCS Private Wealth ManagementRumson, NJ · 224 clientsWealth manager
    Schwab 100%
    $470M
  30. 8083
    Taylor Hoffman Capital ManagementRichmond, VA · 521 clientsWealth manager
    Schwab 100%
    $470M
  31. 8084
    Arcataur Capital Management LLCMilwaukee, WI · 244 clientsWealth manager
    Schwab 100%
    $470M
  32. 8085
    Nova Financial ServicesTucson, AZ · 738 clientsWealth managerBank-affiliated
    Schwab 100%
    $469M
  33. 8086
    Kingsbridge Wealth Management, Inc.Las Vegas, NV · 52 clientsWealth manager
    Schwab 97%
    $469M
  34. 8087
    Lakeshore Financial Planning Inc.Saint Clair Shores, MI · 491 clientsWealth manager
    Raymond James 99%
    $469M
  35. 8089
    Speece Thorson Capital Group IncMinnetonka, MN · 30 clientsAsset manager
    Trustmark National Bank 35%Northern Trust 34%U.S. Bank 31%
    $469M
  36. 8091
    Chesapeake Asset Management LLCNew York, NY · 138 clientsWealth manager
    Schwab 69%Pershing 31%
    $469M
  37. 8092
    Henry Bragg & Co.Houston, TX · 72 clientsWealth manager
    Schwab 91%
    $469M
  38. 8093
    Capco Asset Management, LLCTampa, FL · 83 clientsWealth manager
    Fidelity 100%
    $469M
  39. 8095
    Hivemind Capital Partners LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $468M
  40. 8096
    Brown Financial AdvisoryFairhope, AL · 288 clientsWealth manager
    Schwab 100%
    $468M

RIAs by state