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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. 8343
    Lifesteps FinancialClaremont, CA · 680 clientsWealth manager
    Schwab 100%
    $443M
  2. 8344
    Money Management Services IncBirmingham, AL · 522 clientsWealth managerBank-affiliated
    Pershing 100%
    $443M
  3. 8345
    SWS Partners, LLCColumbus, OH · 157 clientsWealth manager
    Schwab 100%
    $443M
  4. 8346
    East Bridge Capital Management LPBoston, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $442M
  5. 8348
    Oak Harbor Capital, LLCLas Vegas, NV · 18 clientsPrivate fund adviser
    No custodian reported
    $442M
  6. 8349
    Ikalon Advisors LLCMiami, FLAsset manager
    Goldman Sachs 56%J.P. Morgan 22%
    $442M
  7. 8350
    Landmark Wealth Management, LLCMelville, NY · 296 clientsWealth manager
    Schwab 100%
    $442M
  8. 8351
    Durational Capital Management LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $442M
  9. 8352
    Ovata Capital Management LLCHong Kong, Hong Kong · 2 clientsPrivate fund adviser
    No custodian reported
    $442M
  10. 8353
    MeridianaCoral Gables, FL · 10 clientsWealth manager
    Merrill / Bank of America 27%Banco Santander 27%J.P. Morgan 25%
    $442M
  11. 8354
    Templeton Financial Services Inc.Chandler, AZ · 315 clientsWealth manager
    No custodian reported
    $442M
  12. 8355
    Paradigm Asset ManagementWhite Plains, NY · 7 clientsAsset manager
    State Street 42%BNY 27%
    $442M
  13. 8356
    Artemis Capital PartnersBoston, MA · 3 clientsPrivate fund adviser
    No custodian reported
    $442M
  14. 8357
    Destiny Advisors LLCAustin, TX · 1 clientsAsset manager
    No custodian reported
    $441M
  15. 8358
    North Island VenturesNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $441M
  16. 8359
    Ardan Equity Partners, LLCWest Palm Beach, FL · 11 clientsPrivate fund adviser
    No custodian reported
    $441M
  17. 8360
    Rise Advisors, LLCRochester, NY · 472 clientsWealth manager
    Fidelity 100%
    $441M
  18. 8361
    Owls Nest PartnersChadds Ford, PA · 6 clientsPrivate fund adviser
    BNY 32%Northern Trust 25%Pershing 23%
    $441M
  19. 8362
    Tourmalet Advisors, LPFairfield, CT · 5 clientsPrivate fund adviser
    Computershare 100%
    $441M
  20. 8363
    Bishop & Company Investment Management, LLCErie, PA · 209 clientsWealth manager
    Schwab 100%
    $441M
  21. 8364
    Sage Private Wealth Group, LLCOakbrook Terrace, IL · 482 clientsWealth manager
    Raymond James 100%
    $441M
  22. 8365
    King River Capital Management PTY LTDSurry Hills, New South Wales, Australia · 19 clientsPrivate fund adviser
    No custodian reported
    $441M
  23. 8367
    Cohere CapitalBoston, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $441M
  24. 8368
    AG Asset Advisory, LLCLos Angeles, CA · 37 clientsWealth manager
    Schwab 87%
    $440M
  25. 8369
    Borealis Strategic Capital Partners, LPChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $440M
  26. 8370
    Tower Wealth PartnersLewisburg, PA · 920 clientsWealth manager
    Raymond James 100%
    $440M
  27. 8371
    Investment Management ConsultantsLas Vegas, NV · 185 clientsAsset manager
    Schwab 100%
    $440M
  28. 8373
    Burford Brothers, Inc.Dallas, TX · 234 clientsWealth managerWrap sponsor
    Schwab 100%
    $440M
  29. 8374
    Primesolutions Advisors, LLCPittsburgh, PAAsset manager
    Great Grey Trust Compamy 97%
    $440M
  30. 8375
    Tind Asset ManagementOslo, Norway · 3 clientsPrivate fund adviser
    No custodian reported
    $440M
  31. 8376
    Bluestone Equity PartnersNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $440M
  32. 8377
    Vantus WealthLancaster, PA · 1,010 clientsWealth manager
    Schwab 100%
    $440M
  33. 8378
    Collwick Funds GP, LLCCharlotte, NC · 1 clientsPrivate fund adviser
    No custodian reported
    $440M
  34. 8379
    The Moorings Group, LLC124 clientsWealth manager
    Fidelity 62%BNY 38%
    $440M
  35. 8380
    Biltmore Wealth Management, LLCTempe, AZ · 307 clientsWealth manager
    Schwab 100%
    $440M
  36. 8381
    Branson Fowlkes & Co IncHouston, TX · 193 clientsWealth manager
    No custodian reported
    $439M
  37. 8384
    Groundforce Capital Management, LLCMill Valley, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $439M
  38. 8385
    Fortress Wealth GroupWinter Park, FL · 384 clientsWealth manager
    Fidelity 100%
    $439M
  39. 8386
    Spivak Asset Management, LLCAvon, CT · 63 clientsWealth manager
    Fidelity 100%
    $439M
  40. 8387
    Barca Capital, LLCWest Newton, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $439M

RIAs by state