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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. 8295
    L. K. Benson & Company, P.C.Timonium, MD · 103 clientsWealth manager
    Schwab 100%
    $446M
  2. 8296
    Bracco Asset ManagementPurchase, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $446M
  3. 8298
    DRC Investment Advisors, LLCSanta Monica, CA · 6 clientsAsset manager
    No custodian reported
    $446M
  4. 8299
    Roberts Wealth Advisors, LLCMenlo Park, CA · 150 clientsWealth manager
    Schwab 100%
    $446M
  5. 8300
    Beaton Management Co IncHaverhill, MA · 153 clientsWealth manager
    UBS 65%Pershing 35%
    $446M
  6. 8301
    Brigham Royalties Management, LLCAustin, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $446M
  7. 8302
    Arcadia Wealth Management, LLCManchester, NH · 669 clientsWealth manager
    Fidelity 100%
    $446M
  8. 8303
    Mindset Wealth Management, LLCIndianapolis, IN · 277 clientsWealth manager
    Schwab 100%
    $445M
  9. 8305
    N1 AdvisorsNewark, DE · 214 clientsWealth manager
    Schwab 100%
    $445M
  10. 8306
    4x4 CapitalNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $445M
  11. 8308
    CWC Advisors, LLCLake Oswego, OR · 232 clientsAsset manager
    Schwab 100%
    $445M
  12. 8309
    Beaconlight Capital, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $445M
  13. 8310
    Ssb&t Wealth Management, LLCFredericksburg, TX · 168 clientsAsset manager
    No custodian reported
    $445M
  14. 8312
    Robinson Smith Wealth Advisors, LLCSouth Portland, ME · 232 clientsWealth manager
    Schwab 100%
    $445M
  15. 8313
    Kenter Canyon Capital, LLC12 clientsPrivate fund adviser
    No custodian reported
    $445M
  16. 8314
    Flower City Capital LLCPittsford, NY · 230 clientsWealth manager
    Schwab 100%
    $445M
  17. 8315
    Westriver Management, LLCSeattle, WA · 27 clientsPrivate fund adviser
    No custodian reported
    $444M
  18. 8316
    Cornerstone Portfolio Research3 clientsAsset manager
    Schwab 94%
    $444M
  19. 8318
    Carlisle Tax Credit Advisors6 clientsPrivate fund adviser
    No custodian reported
    $444M
  20. 8319
    Sage Residential Management LLCMorristown, NJ · 3 clientsPrivate fund adviser
    No custodian reported
    $444M
  21. 8320
    Noble Wealth Management P.B.C.Greenwood Village, CO · 201 clientsWealth manager
    Schwab 100%
    $444M
  22. 8321
    Credit Capital InvestmentsLivingston, NJ · 23 clientsPrivate fund adviser
    BNY 50%Raymond James 50%
    $444M
  23. 8322
    Hamilton Capital Partners, LLCAtlanta, GA · 218 clientsWealth manager
    LPL Financial 88%
    $444M
  24. 8324
    O'boyle Wealth Management, Inc.Beverly Hills, CA · 410 clientsWealth managerWrap sponsor
    Fidelity 85%
    $444M
  25. 8325
    Carolina Qualified Retirement Plan Advisers, LLC45 clientsAsset manager
    Ascensus Broker Dealer Services 75%
    $444M
  26. 8326
    Social Leverage Advisors, LLCScottsdale, AZ · 11 clientsPrivate fund adviser
    No custodian reported
    $444M
  27. 8327
    Pavion Blue Capital, LLCNewport Beach, CA · 172 clientsWealth manager
    Fidelity 100%
    $444M
  28. 8328
    Lumbard & Kellner, LLCHollis, NH · 321 clientsWealth manager
    U.S. Bank 75%Schwab 25%
    $444M
  29. 8329
    Stone Summit Wealth LLC231 clientsWealth manager
    Schwab 100%
    $444M
  30. 8331
    Candace Shira Associates, LLCPittsford, NY · 434 clientsWealth manager
    Schwab 100%
    $443M
  31. 8332
    Hedgeye Asset Management, LLCStamford, CT · 6 clientsAsset manager
    No custodian reported
    $443M
  32. 8333
    Bright Road Wealth Management, LLCAnchorage, AK · 622 clientsWealth manager
    Schwab 100%
    $443M
  33. 8334
    Financial FreedomCincinnati, OH · 114 clientsWealth manager
    Fidelity 100%
    $443M
  34. 8335
    Members Advisory Group, LLCWilliamsville, NY · 906 clientsWealth manager
    Schwab 100%
    $443M
  35. 8336
    Greykasell Wealth Strategies, Inc.Danville, CA · 124 clientsWealth manager
    Fidelity 79%
    $443M
  36. 8338
    Selkirk Management, LLCChatham, NJ · 1 clientsPrivate fund adviser
    No custodian reported
    $443M
  37. 8339
    Spiegelman Wealth Management, Inc.Walnut Creek, CA · 183 clientsWealth managerWrap sponsor
    Fidelity 100%
    $443M
  38. 8340
    Ulland Investment Advisors, LLCMinneapolis, MN · 211 clientsWealth manager
    Schwab 100%
    $443M
  39. 8341
    Luminus Management, LLCHouston, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $443M
  40. 8342
    James R. Martin Consulting, IncVancouver, WA · 226 clientsWealth manager
    Schwab 100%
    $443M

RIAs by state