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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. 8650
    Bay Harbor Wealth Management, LLCHunt Valley, MD · 399 clientsWealth manager
    Schwab 100%
    $412M
  2. 8652
    Foundation Wealth Management, LLCMedia, PA · 167 clientsWealth manager
    Schwab 100%
    $412M
  3. 8653
    Aurelius Capital Management, LPNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $412M
  4. 8654
    Curbstone Financial Management Corp.Manchester, NH · 277 clientsWealth manager
    Schwab 100%
    $412M
  5. 8655
    Vortus Investment Advisors, LLCFort Worth, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $412M
  6. 8657
    Slagle Financial, LLC.Edwardsville, IL · 1,510 clientsWealth manager
    Fidelity 84%
    $412M
  7. 8658
    Hall Capital Management Company, Inc.Barrington, RI · 543 clientsWealth manager
    Schwab 100%
    $412M
  8. 8659
    Yakira Capital Management, Inc.Westport, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $412M
  9. 8660
    MB, Levis & Associates,llcCenter Valley, PA · 170 clientsWealth manager
    Schwab 100%
    $412M
  10. 8661
    HLM Management Co., LLCWaltham, MA · 7 clientsPrivate fund adviser
    No custodian reported
    $411M
  11. 8663
    Zuna, LLCPortland, OR · 58 clientsAsset manager
    No custodian reported
    $411M
  12. 8664
    Rooney Capital Management, Inc.1 clientsAsset manager
    No custodian reported
    $411M
  13. 8665
    Guardian Wealth Management, LLCChattanooga, TN · 348 clientsWealth manager
    Schwab 100%
    $411M
  14. 8666
    Everest Private WealthCupertino, CA · 90 clientsWealth manager
    Schwab 100%
    $411M
  15. 8668
    Access Financial Resources Inc.Oklahoma City, OK · 644 clientsWealth manager
    Fidelity 100%
    $411M
  16. 8669
    ESO Management Services LLCSan Mateo, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $411M
  17. 8670
    Blue Square Asset Management, LLCNew York, NY · 214 clientsWealth manager
    Schwab 100%
    $410M
  18. 8671
    Sunbeam Capital Management, LLC47 clientsWealth manager
    Fidelity 56%Schwab 44%
    $410M
  19. 8672
    Pavaki Capital Management, LLC1 clientsPrivate fund adviser
    No custodian reported
    $410M
  20. 8673
    BemanagedGrand Rapids, MI · 1,072 clientsWealth manager
    Fidelity 75%Vanguard 25%
    $410M
  21. 8674
    Ogborne Capital Management, LLC.San Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $410M
  22. 8675
    Taylor Financial Group, Inc.Roanoke, VA · 501 clientsWealth managerWrap sponsor
    Pershing 100%
    $410M
  23. 8677
    Sustainable Insight Capital Management, LLCNew York, NY · 2 clientsAsset manager
    State Street 51%BNY 49%
    $410M
  24. 8678
    Boyd Wealth Management, LLCSacramento, CA · 162 clientsWealth manager
    Schwab 86%
    $410M
  25. 8679
    Professional Financial Solutions, LLCFairfax, VA · 279 clientsWealth manager
    Schwab 100%
    $410M
  26. 8680
    Vcfa GroupNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $410M
  27. 8682
    Broadlake Financial ManagementSouth Burlington, VT · 463 clientsWealth manager
    Fidelity 86%
    $410M
  28. 8683
    Hilton Head Capital Partners, LLCHilton Head Island, SC · 671 clientsWealth manager
    Raymond James 100%
    $410M
  29. 8684
    Peloton Equity LLCGreenwich, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $410M
  30. 8685
    Friday FinancialDubuque, IA · 289 clientsWealth manager
    Schwab 100%
    $409M
  31. 8686
    Marks Wealth ManagementEllicott City, MD · 283 clientsWealth manager
    Schwab 100%
    $409M
  32. 8687
    Sterling Investment Management, LLCTucson, AZ · 151 clientsWealth manager
    Schwab 100%
    $409M
  33. 8688
    Code Waechter LLCTampa, FL · 324 clientsWealth manager
    Schwab 100%
    $409M
  34. 8689
    True Financial GroupCedar Park, TX · 667 clientsWealth managerWrap sponsor
    Schwab 100%
    $409M
  35. 8690
    Rooted Wealth AdvisorsBourbonnais, IL · 1,652 clientsWealth manager
    Schwab 100%
    $409M
  36. 8691
    Greenridge Growth PartnersAustin, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $409M
  37. 8692
    Wasserstein Management, LPNew York, NY · 5 clientsPrivate fund adviser
    Northern Trust 51%BNY 48%
    $409M
  38. 8693
    Capstone Capital Wealth AdvisorsHenderson, NV · 200 clientsWealth manager
    Schwab 100%
    $408M
  39. 8694
    New Leaf Venture PartnersNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $408M
  40. 8696
    Range Financial Group, LLCTigard, OR · 405 clientsWealth manager
    Schwab 100%
    $408M

RIAs by state