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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. 8444
    BGV VC Management LLCMenlo Park, CA · 12 clientsPrivate fund adviser
    No custodian reported
    $433M
  2. 8445
    Lightspeed FactionPalo Alto, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $433M
  3. 8446
    Cotulla Holdings LLC1 clientsPrivate fund adviser
    No custodian reported
    $433M
  4. 8448
    Engaged CapitalNewport Beach, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $432M
  5. 8449
    Third North Capital LPNew York, NY · 4 clientsAsset manager
    Morgan Stanley 100%
    $432M
  6. 8450
    Tred Avon Family Wealth, LLCEaston, MD · 347 clientsWealth manager
    No custodian reported
    $432M
  7. 8452
    Argentarii, LLCCincinnati, OH · 125 clientsWealth manager
    Goldman Sachs 100%
    $432M
  8. 8454
    Music Row Wealth ManagementNashville, TN · 349 clientsWealth manager
    Raymond James 100%
    $432M
  9. 8456
    Intermarket CorporationNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $432M
  10. 8457
    Foreword Capital, LPSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $431M
  11. 8458
    NBZ Investment Advisors, LLCKnoxville, TN · 199 clientsWealth manager
    Schwab 100%
    $431M
  12. 8459
    ETF Portfolio Partners, Inc.Leawood, KS · 443 clientsWealth manager
    Fidelity 100%
    $431M
  13. 8463
    Causey Public Finance17 clientsAsset manager
    No custodian reported
    $431M
  14. 8464
    Cutler Capital ManagementWorcester, MA · 146 clientsWealth manager
    Fidelity 88%
    $431M
  15. 8465
    Steadmont Advisors, LLCBirmingham, AL · 339 clientsWealth manager
    Fidelity 100%
    $431M
  16. 8467
    White Pine Capital LLCBloomington, MN · 84 clientsWealth manager
    Fidelity 88%
    $431M
  17. 8469
    Castle Wealth ManagementBoynton Beach, FL · 251 clientsWealth managerWrap sponsor
    Schwab 100%
    $430M
  18. 8470
    Diker Management LLCNew York, NY · 18 clientsWealth manager
    J.P. Morgan 100%
    $430M
  19. 8471
    Power Wealth ManagementAlpharetta, GA · 253 clientsWealth manager
    Schwab 100%
    $430M
  20. 8472
    Integrated Capital ManagementBloomfield Hills, MI · 448 clientsWealth manager
    Schwab 90%
    $430M
  21. 8473
    Compass Financial Group, Inc.Deerfield Beach, FL · 120 clientsWealth manager
    Schwab 100%
    $430M
  22. 8474
    Navigate Wealth Management, LLCBirmingham, AL · 274 clientsWealth manager
    Schwab 100%
    $430M
  23. 8475
    Shayne & Jacobs, LLCNashville, TN · 169 clientsWealth manager
    Schwab 100%
    $429M
  24. 8476
    Qbox Fiduciary Solutions, LLCFort Wayne, IN · 314 clientsAsset manager
    Matrix Trust 58%American Trust Custody 42%
    $429M
  25. 8477
    Radian Investment Management LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $429M
  26. 8478
    Square Wave CapitalBrooklyn, NY · 3 clientsPrivate fund adviser
    Fidelity 100%
    $429M
  27. 8480
    Lawson Kroeker Investment Management IncOmaha, NE · 142 clientsWealth manager
    U.S. Bank 60%
    $429M
  28. 8482
    Lega Z Advisory LLC7 clientsWealth manager
    UBS 49%Brown Brothers Harriman 34%
    $428M
  29. 8483
    Coalescence Partners Investment Management LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $428M
  30. 8484
    Longwall Family OfficeWestport, CT · 50 clientsWealth manager
    EFG Bank and Trust (bahamas) LTD 58%Fidelity 42%
    $428M
  31. 8485
    Providence Financial Advisors, LLCOverland Park, KS · 186 clientsAsset manager
    Schwab 65%Fidelity 35%
    $428M
  32. 8486
    Haven PrivateOrlando, FL · 186 clientsWealth manager
    Schwab 100%
    $428M
  33. 8487
    CPC Management, LLCKansas City, MO · 1 clientsPrivate fund adviser
    No custodian reported
    $428M
  34. 8489
    McCarter Private Wealth Services LLCBoston, MA · 126 clientsWealth manager
    Fidelity 100%
    $428M
  35. 8490
    Crux Capital LTDDallas, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $428M
  36. 8491
    Belay Investment Group, LLCSherman Oaks, CA · 2 clientsAsset manager
    No custodian reported
    $427M
  37. 8492
    Shearwater CapitalDenver, CO · 180 clientsWealth manager
    Schwab 100%
    $427M
  38. 8493
    SAG Harbor Capital Management, LLCGreat Neck, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $427M
  39. 8495
    Protium Capital LimitedHong Kong, Hong Kong · 1 clientsPrivate fund adviser
    No custodian reported
    $427M
  40. 8496
    CP Capital (US) Partners LPNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $427M

RIAs by state