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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. 8147
    Miller Financial Services LLCMarshall, MI · 584 clientsWealth manager
    Tiaa-Cref Individual & Institutional Services 45%Fidelity 34%
    $463M
  2. 8148
    Plum Street Advisors, LLC183 clientsWealth manager
    Schwab 100%
    $463M
  3. 8149
    Harmony Asset Management LLCScottsdale, AZ · 275 clientsWealth manager
    Fidelity Distributors Company 100%
    $463M
  4. 8150
    Tidemark, LLCSan Diego, CA · 873 clientsWealth manager
    LPL Financial 100%
    $463M
  5. 8151
    Envision Financial Planning, LLCMemphis, TN · 276 clientsWealth manager
    Schwab 100%
    $462M
  6. 8152
    Sierra Asset ManagementOakhurst, CA · 890 clientsWealth manager
    Schwab 100%
    $462M
  7. 8154
    Truman Capital Advisors, LPArmonk, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $462M
  8. 8155
    Greenlea Lane Capital Management LLC2 clientsPrivate fund adviser
    State Street 100%
    $462M
  9. 8157
    Sterling Fund Management, LLCChicago, IL · 9 clientsPrivate fund adviser
    No custodian reported
    $462M
  10. 8158
    Reyl Overseas LTD.Zürich, Switzerland · 192 clientsWealth managerBank-affiliated
    Intesa Sanpaolo Wealth Management SA 85%
    $462M
  11. 8159
    Red Iron Group Management, LLCMenlo Park, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $462M
  12. 8160
    Gainplan LLCBloomfield Hills, MI · 495 clientsWealth manager
    Schwab 89%
    $462M
  13. 8161
    AOF Management LLCLos Angeles, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $461M
  14. 8162
    Fusion CapitalLos Angeles, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $461M
  15. 8163
    Saybrook Fund Advisors, LLCSanta Monica, CA · 7 clientsPrivate fund adviser
    Citi 88%
    $461M
  16. 8164
    True North Retirement Advisors, LLCClackamas, OR · 382 clientsWealth manager
    Schwab 100%
    $461M
  17. 8165
    Curio Wealth, LLCAnnapolis, MD · 354 clientsWealth manager
    Schwab 80%
    $461M
  18. 8166
    Websterrogers Financial Advisors, LLCFlorence, SC · 328 clientsWealth manager
    Schwab 100%
    $461M
  19. 8168
    Beta Wealth Group, IncSan Diego, CA · 378 clientsWealth manager
    Fidelity 66%Schwab 34%
    $460M
  20. 8169
    Roth Financial Partners LLCKingwood, TX · 267 clientsWealth manager
    Raymond James 100%
    $460M
  21. 8170
    Vermillion Wealth Management Inc.Rosemount, MN · 706 clientsWealth managerBank-affiliated
    Schwab 100%
    $460M
  22. 8171
    Alpha Financial Partners LLCLexington, KY · 402 clientsWealth manager
    Fidelity 100%
    $460M
  23. 8172
    Gdev Management, LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $460M
  24. 8173
    Beacon AdvisorsAustin, TX · 62 clientsWealth managerWrap sponsor
    Fidelity 41%Schwab 34%Pershing 25%
    $460M
  25. 8174
    Blake Schutter Theil Wealth Advisors, LLCDayton, OH · 192 clientsWealth manager
    Fidelity 54%Schwab 46%
    $459M
  26. 8175
    Saiph Capital, LLCWyckoff, NJ · 225 clientsWealth manager
    Pershing 100%
    $459M
  27. 8176
    US Select Asset Management, LLC5 clientsPrivate fund adviser
    No custodian reported
    $459M
  28. 8178
    Mizzen Management LLCStamford, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $459M
  29. 8179
    NIA Impact Capital171 clientsWealth manager
    Fidelity 65%Schwab 35%
    $459M
  30. 8180
    Owen Larue Financial GroupElizabethtown, KY · 861 clientsWealth manager
    Schwab 100%
    $459M
  31. 8181
    Legacy Wealth Management, LLCRidgeland, MS · 97 clientsWealth manager
    SEI 68%Schwab 32%
    $459M
  32. 8184
    Ancor Capital PartnersSouthlake, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $458M
  33. 8185
    Trinity Capital InvestorsJackson, MS · 37 clientsPrivate fund adviser
    Natioanl Banking Institution 97%
    $458M
  34. 8187
    MRE Management, LLCAnnapolis, MD · 7 clientsPrivate fund adviser
    No custodian reported
    $458M
  35. 8188
    Paragon Private Wealth Management LLCLexington, KY · 169 clientsWealth manager
    Schwab 100%
    $458M
  36. 8190
    Cambridge Capital Management, LLCO'fallon, IL · 346 clientsWealth manager
    Schwab 100%
    $458M
  37. 8191
    Paramount Group Real Estate Advisor LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $458M
  38. 8192
    Pursuit Wealth Strategies, LLCRaleigh, NC · 483 clientsWealth manager
    Raymond James 100%
    $457M
  39. 8194
    Corten Real Estate Management LLCPhiladelphia, PA · 9 clientsPrivate fund adviser
    No custodian reported
    $457M
  40. 8195
    Palladin Consumer Partners, LLCBoston, MA · 16 clientsPrivate fund adviser
    No custodian reported
    $457M

RIAs by state