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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. 8497
    Care Equity Capital Management, L.P.2 clientsPrivate fund adviser
    No custodian reported
    $427M
  2. 8500
    HEP Management CorporationNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $427M
  3. 8501
    Blue Like AN Orange Sustainable CapitalWashington, DC · 2 clientsPrivate fund adviser
    No custodian reported
    $427M
  4. 8502
    Pacific Strategic Management, LPHouston, TX · 24 clientsPrivate fund adviser
    Schwab 100%
    $426M
  5. 8504
    Boulder Asset ManagementEnglewood, CO · 66 clientsWealth manager
    No custodian reported
    $426M
  6. 8505
    Cypress Capital, LLCFranklin, TN · 663 clientsWealth manager
    Schwab 100%
    $426M
  7. 8506
    TGS Financial AdvisorsRadnor, PA · 259 clientsWealth managerWrap sponsor
    Raymond James 100%
    $426M
  8. 8507
    Astra Asset Management UK LimitedLondon, United Kingdom · 10 clientsPrivate fund adviser
    BNY 67%
    $426M
  9. 8508
    Legacy Bridge Private Family OfficesWest Des Moines, IA · 67 clientsWealth manager
    Schwab 100%
    $426M
  10. 8509
    Omni 360 Wealth, Inc.Plainsboro, NJ · 385 clientsWealth manager
    Schwab 75%Fidelity 25%
    $426M
  11. 8510
    Murphy & SylvestDallas, TX · 428 clientsWealth manager
    Schwab 100%
    $426M
  12. 8512
    Appomattox Advisory, IncNew York, NY · 22 clientsWealth manager
    No custodian reported
    $426M
  13. 8513
    CIP CapitalNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $426M
  14. 8514
    Quad-Cities Investment Group, LLCDavenport, IA · 610 clientsWealth manager
    Raymond James 100%
    $426M
  15. 8515
    Science & Technology Partners, L.P.Greenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $425M
  16. 8516
    Big Investment ServicesDover, DE · 622 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $425M
  17. 8517
    Stonehearth Capital ManagementDanvers, MA · 490 clientsWealth managerWrap sponsor
    Schwab 100%
    $425M
  18. 8519
    Dynamic Core Capital PartnersJacksonville Beach, FL · 24 clientsPrivate fund adviser
    No custodian reported
    $425M
  19. 8520
    Trinity Wealth Management LLCCincinnati, OH · 94 clientsWealth manager
    No custodian reported
    $425M
  20. 8521
    Broadview Real Estate Partners, LLCStamford, CT · 8 clientsPrivate fund adviser
    No custodian reported
    $425M
  21. 8523
    Ashdon Investment Management, LLCTullahoma, TN · 63 clientsWealth manager
    Fidelity 100%
    $425M
  22. 8524
    Forward Consumer Partners, LLCGreenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $425M
  23. 8527
    Macdougall Financial CounselingDelmont, PA · 124 clientsWealth manager
    No custodian reported
    $425M
  24. 8529
    Spring Lane CapitalBoston, MA · 7 clientsPrivate fund adviser
    No custodian reported
    $425M
  25. 8530
    Syrios Wealth Management GroupLa Jolla, CA · 145 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $425M
  26. 8531
    Mascagni Wealth Management, Inc.Clinton, MS · 736 clientsWealth managerWrap sponsor
    Schwab 100%
    $425M
  27. 8532
    Hayek Kallen Investment Management L.L.C.Fairhope, AL · 200 clientsWealth manager
    Schwab 91%
    $424M
  28. 8536
    First City Capital Management IncSavannah, GA · 251 clientsWealth manager
    Schwab 100%
    $424M
  29. 8537
    Castle Coast Wealth, LLCLa Jolla, CA · 306 clientsWealth manager
    Schwab 100%
    $424M
  30. 8538
    Geneva Partners, LLCLake Geneva, WI · 565 clientsWealth manager
    Fidelity 100%
    $424M
  31. 8539
    Sindia Capital Advisers, LLCSomers Point, NJ · 13 clientsAsset manager
    J.P. Morgan 100%
    $423M
  32. 8540
    Heritage Family Offices, LLPScottsdale, AZ · 250 clientsWealth manager
    Schwab 100%
    $423M
  33. 8541
    Sagevest Wealth ManagementMcLean, VA · 150 clientsWealth manager
    Schwab 100%
    $423M
  34. 8542
    Zarvona Energy LLCHouston, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $423M
  35. 8543
    Valiant Wealth, LLCWest Des Moines, IA · 207 clientsWealth manager
    Schwab 100%
    $423M
  36. 8546
    McCarthy Asset Management, Inc.Redwood Shores, CA · 218 clientsWealth manager
    Schwab 100%
    $422M
  37. 8547
    Marek Capital Management LPNew York, NYAsset manager
    J.P. Morgan 100%
    $422M
  38. 8548
    Forza Wealth ManagementSarasota, FL · 129 clientsWealth manager
    Schwab 100%
    $422M
  39. 8549
    Congress Park Capital LLCSaratoga Springs, NY · 145 clientsWealth manager
    Fidelity 100%
    $422M
  40. 8550
    Adirondack Capital Advisors, LLCSyracuse, NY · 489 clientsWealth manager
    Schwab 100%
    $422M

RIAs by state