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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. 8747
    Charter Oak Advisors LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $404M
  2. 8748
    Mainsail Financial GroupBellevue, WA · 426 clientsWealth manager
    Schwab 75%Fidelity 25%
    $404M
  3. 8749
    Alexander Randolph Advisory IncMcLean, VA · 139 clientsWealth manager
    Schwab 100%
    $404M
  4. 8750
    A.G. Campbell Advisory, LLCBaltimore, MD · 67 clientsWealth manager
    Schwab 100%
    $404M
  5. 8751
    Tilia Fiduciary Partners, Inc.Wilmington, NC · 356 clientsWealth manager
    Schwab 100%
    $404M
  6. 8752
    MAD River InvestorsBoston, MA · 101 clientsWealth manager
    Fidelity 100%
    $404M
  7. 8753
    Hidden Cove Wealth ManagementBainbridge Island, WA · 322 clientsWealth manager
    Schwab 100%
    $404M
  8. 8754
    Brown Edwards Wealth StrategiesLynchburg, VA · 217 clientsWealth manager
    Schwab 91%
    $403M
  9. 8755
    Forum Private Client GroupFishers, IN · 635 clientsWealth managerBank-affiliated
    Fidelity 100%
    $403M
  10. 8756
    Sweeney Financial AdvisorsBedford, NH · 258 clientsWealth manager
    Schwab 100%
    $403M
  11. 8757
    TFR CapitalPlano, TX · 267 clientsWealth manager
    Schwab 100%
    $403M
  12. 8758
    Legacy Investment Partners, LLCOverland Park, KS · 223 clientsWealth managerWrap sponsor
    Fidelity Distributors Company 100%
    $403M
  13. 8760
    Carnegie Lake Advisors LLCPrinceton, NJ · 213 clientsWealth manager
    Schwab 100%
    $403M
  14. 8761
    LCM Capital Management IncChicago, IL · 473 clientsWealth managerWrap sponsor
    Schwab 51%Fidelity 49%
    $403M
  15. 8762
    Palo Duro Investment Partners, LPChicago, IL · 7 clientsPrivate fund adviser
    BNY 78%
    $403M
  16. 8763
    Capital Trust AdvisorsSan Rafael, CA · 231 clientsWealth manager
    Schwab 100%
    $403M
  17. 8764
    Rational Investment Management, LLC93 clientsWealth manager
    Schwab 100%
    $403M
  18. 8766
    Henry James International Management, Inc.New York, NY · 59 clientsAsset manager
    State Street 100%
    $402M
  19. 8767
    Sturgeon Ventures LLPLondon, United Kingdom · 43 clientsPrivate fund adviser
    No custodian reported
    $402M
  20. 8770
    Anderson Financial Strategies, LLCDayton, OH · 230 clientsAsset manager
    Schwab 59%
    $402M
  21. 8771
    Balch Hill Capital1 clientsPrivate fund adviser
    No custodian reported
    $402M
  22. 8773
    Ratan Capital Management, LPMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $402M
  23. 8774
    AS Avaron Asset ManagementTallinn, Estonia · 4 clientsAsset manager
    Swedbank AS 55%Caceis 33%
    $402M
  24. 8775
    Generation Partners Management, LLC6 clientsPrivate fund adviser
    No custodian reported
    $402M
  25. 8776
    Practicecfo InvestmentsSan Diego, CA · 420 clientsAsset manager
    Schwab 75%Vanguard 25%
    $402M
  26. 8777
    Leeward Financial Partners, LLC241 clientsWealth manager
    Schwab 100%
    $401M
  27. 8778
    H. L. Ormond & Company, LLCGreenville, NC · 282 clientsWealth manager
    Raymond James 100%
    $401M
  28. 8779
    TAR River Wealth Planning, LLCLouisburg, NC · 483 clientsWealth managerWrap sponsor
    Raymond James 100%
    $401M
  29. 8780
    Essential Partners LLCRancho Santa Fe,, CA · 58 clientsWealth manager
    Schwab 53%Fidelity 47%
    $401M
  30. 8781
    ROG IX, LLCHouston, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $401M
  31. 8782
    Insight Strategic Wealth LLCKnoxville, TN · 263 clientsWealth manager
    Schwab 77%Fidelity 23%
    $401M
  32. 8783
    The Capital Chart Room, LTDFort Worth, TX · 65 clientsAsset manager
    Fidelity 82%
    $401M
  33. 8784
    Palm Peak Capital, LLCBoca Raton, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $401M
  34. 8786
    Helm Capital ManagementSeattle, WA · 52 clientsWealth manager
    Schwab 100%
    $401M
  35. 8787
    Cornerstone Financial Planning, LLCPortsmouth, NH · 247 clientsWealth manager
    Fidelity 100%
    $401M
  36. 8788
    Soundcore Capital Partners, LPNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $400M
  37. 8789
    Burns Matteson Capital Management, LLCCorning, NY · 199 clientsWealth manager
    Schwab 100%
    $400M
  38. 8790
    Ticino WealthMission Viejo, CA · 296 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $400M
  39. 8792
    Numerixs Investment Technologies IncChandler, AZ · 2 clientsPrivate fund adviser
    No custodian reported
    $400M
  40. 8793
    MCP Advisers, LLCAtlanta, GA · 1 clientsPrivate fund adviser
    No custodian reported
    $400M

RIAs by state