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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. 8600
    Island Green Capital Management LLC10 clientsPrivate fund adviser
    No custodian reported
    $417M
  2. 8602
    Seven Mile Advisory LLCTallahassee, FL · 36 clientsWealth manager
    Schwab 100%
    $417M
  3. 8603
    Jupiter Wealth Management, LLCGlendale, CO · 92 clientsWealth managerWrap sponsor
    Schwab 100%
    $417M
  4. 8604
    Lakemore Partners Management US LLCDifc, United Arab Emirates · 3 clientsPrivate fund adviser
    No custodian reported
    $417M
  5. 8606
    Two Prime Inc.30 clientsAsset manager
    Fidelity 98%
    $416M
  6. 8607
    Market Investment Group, LLCWichita, KS · 1,814 clientsWealth manager
    Schwab 68%Lincoln Financial Investment Services 32%
    $416M
  7. 8608
    Cultivation Capital, LLCSt. Louis, MO · 17 clientsPrivate fund adviser
    No custodian reported
    $416M
  8. 8609
    Highview Capital Management, LLCBuffalo Grove, IL · 97 clientsWealth manager
    Pershing 100%
    $416M
  9. 8610
    Bard Associates IncChicago, IL · 181 clientsWealth manager
    Fidelity 58%Schwab 42%
    $416M
  10. 8611
    Jeffrey N. Mehler, CFP LLCEssex, CT · 177 clientsWealth manager
    Fidelity 100%
    $416M
  11. 8612
    JMF Capstone Wealth ManagementTuscaloosa, AL · 219 clientsWealth manager
    Schwab 100%
    $416M
  12. 8613
    SGL Financial, LLCBuffalo Grove, IL · 884 clientsWealth manager
    No custodian reported
    $416M
  13. 8614
    Allard Partners LimitedCentral, Hong Kong · 5 clientsPrivate fund adviser
    Lombard Odier 84%
    $416M
  14. 8615
    McCollum Christoferson Group, LLCAmherst, NY · 350 clientsWealth manager
    Schwab 100%
    $416M
  15. 8616
    Slotnik Capital, LLCDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $416M
  16. 8617
    Royal Oak Financial GroupWorthington, OH · 412 clientsWealth manager
    Interactive Brokers 87%
    $416M
  17. 8618
    Davidson Kahn Capital Management, LLCSherman Oaks, CA · 252 clientsWealth manager
    Schwab 70%
    $415M
  18. 8619
    Broadcrest Asset Management, LLCWinter Park, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $415M
  19. 8621
    First Wilshire Securities Management, Inc.Pasadena, CA · 286 clientsWealth manager
    Schwab 100%
    $415M
  20. 8623
    Landseer Advisors LLCPrinceton, NJ · 18 clientsAsset manager
    No custodian reported
    $415M
  21. 8624
    Whetstone Capital AdvisorsMission Woods, KS · 3 clientsPrivate fund adviser
    No custodian reported
    $415M
  22. 8625
    Flywheel Private Wealth LLCLos Altos, CA · 121 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $415M
  23. 8626
    Center Capital Partners LLCBeverly Hills, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $415M
  24. 8628
    Lock 8 PartnersNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $415M
  25. 8629
    Momentum AdvisorsNew York, NY · 370 clientsWealth manager
    Schwab 100%
    $415M
  26. 8630
    Western Financial CorporationSan Diego, CA · 180 clientsWealth manager
    Schwab 100%
    $414M
  27. 8632
    Garner Asset Management Corporation112 clientsWealth manager
    Schwab 100%
    $414M
  28. 8633
    Mokosak Advisory Group, LLCUrbandale, IA · 490 clientsWealth manager
    Schwab 100%
    $414M
  29. 8635
    Oak Asset Management, LLCWestlake Village, CA · 251 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $414M
  30. 8637
    Watershed Private WealthOak Brook, IL · 144 clientsWealth manager
    Fidelity 76%Schwab 24%
    $414M
  31. 8638
    Clearwell GroupTampa, FL · 60 clientsWealth manager
    Fidelity 84%
    $414M
  32. 8639
    TED Buchan & CompanySan Diego, CA · 383 clientsWealth manager
    Pershing 100%
    $413M
  33. 8640
    Caird InvestmentsDallas, TX · 1 clientsAsset manager
    Federal Home Loan Bank 100%
    $413M
  34. 8641
    Grove Street Fiduciary, LLCPeterborough, NH · 297 clientsWealth manager
    Schwab 100%
    $413M
  35. 8644
    Auldbrass Partners, LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $413M
  36. 8645
    Aletheian Wealth Advisors LLCBellevue, WA · 137 clientsWealth manager
    Fidelity 100%
    $413M
  37. 8646
    Altamont Capital ManagementAsheville, NC · 163 clientsWealth manager
    Schwab 87%
    $412M
  38. 8647
    Kerberos Capital Management LLCChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $412M
  39. 8648
    Lakeside Advisors IncSeattle, WA · 213 clientsWealth manager
    Pershing 100%
    $412M
  40. 8649
    Auxo Investment Partners, LLCGrand Rapids, MI · 12 clientsPrivate fund adviser
    No custodian reported
    $412M

RIAs by state