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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. 8889
    Apex Investments Management, S.A.Guatemala City, Guatemala · 1 clientsPrivate fund adviser
    No custodian reported
    $392M
  2. 8890
    Family Wealth Partners, LLCMatthews, NC · 266 clientsWealth manager
    Schwab 100%
    $392M
  3. 8891
    Schorn WealthEnglewood, FL · 721 clientsWealth manager
    Schwab 100%
    $392M
  4. 8892
    Darrow Wealth ManagementNeedham, MA · 122 clientsWealth manager
    Schwab 100%
    $392M
  5. 8893
    Eastover Capital ManagementCharlotte, NC · 250 clientsWealth manager
    Schwab 86%
    $392M
  6. 8894
    S&a Financial Services, Inc.Overland Park, KS · 1,183 clientsWealth manager
    Schwab 100%
    $392M
  7. 8895
    Carmel Capital Management L.L.C.Carmel, CA · 102 clientsWealth manager
    Schwab 100%
    $392M
  8. 8896
    Highpeak Energy Management, LLCFort Worth, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $392M
  9. 8897
    Paul Manners & Associates, Inc.Marietta, GA · 245 clientsWealth manager
    No custodian reported
    $392M
  10. 8898
    Fifth Partners Management, LLCDallas, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $392M
  11. 8899
    3b1 Partners, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $392M
  12. 8901
    Moon Capital Management, LLCKnoxville, TN · 162 clientsWealth manager
    Schwab 100%
    $392M
  13. 8903
    Mullaney Keating & Wright IncMiddletown, CT · 198 clientsWealth manager
    Schwab 100%
    $391M
  14. 8905
    Equita Financial Network, Inc.Fort Washington, PA · 434 clientsWealth manager
    Schwab 100%
    $391M
  15. 8906
    Post Oak Private Wealth AdvisorsHouston, TX · 377 clientsWealth manager
    Schwab 80%
    $391M
  16. 8907
    Paskin & Berler Capital Advisors, LLC66 clientsWealth manager
    Schwab 100%
    $391M
  17. 8910
    Hillcrest Wealth Advisors - NY, LLCHolmdel, NJ · 65 clientsWealth manager
    Schwab 100%
    $391M
  18. 8911
    Platt Wealth ManagementSan Diego, CA · 205 clientsWealth manager
    Schwab 100%
    $391M
  19. 8912
    Shrier Wealth Management, LLCLos Angeles, CA · 158 clientsWealth manager
    Schwab 100%
    $391M
  20. 8913
    Harold Davidson & Associates, IncLos Angeles, CA · 249 clientsWealth manager
    Schwab 100%
    $391M
  21. 8915
    Intrepid Financial Planning Group, LLCCarmel, IN · 1,457 clientsWealth manager
    Schwab 100%
    $390M
  22. 8916
    Clearlight Partners Management, LLCNewport Beach, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $390M
  23. 8917
    16th Amendment Advisors LLCNew York, NY · 80 clientsWealth manager
    Fidelity 46%Schwab 27%Raymond James 27%
    $390M
  24. 8918
    Ascend Interplay, LLCNew York, NY · 19 clientsWealth manager
    Fidelity 100%
    $390M
  25. 8919
    Prudent MAN Investment ManagementLousiville, CO · 246 clientsWealth manager
    Schwab 100%
    $390M
  26. 8921
    Davis Investment Partners, LLCCharlotte, NC · 174 clientsWealth manager
    Raymond James 100%
    $390M
  27. 8922
    Hahn Capital Management, LLCWalnut Creek, CA · 69 clientsAsset manager
    Schwab 100%
    $390M
  28. 8923
    Legend Financial Advisors IncPittsburgh, PA · 219 clientsWealth manager
    Schwab 100%
    $390M
  29. 8924
    6th MAN Ventures, LLC6 clientsPrivate fund adviser
    No custodian reported
    $390M
  30. 8925
    Nixon Capital LLCAustin, TX · 203 clientsWealth manager
    Schwab 70%RBC 28%
    $390M
  31. 8926
    JJP Capital Management, Inc.Columbia, MO · 67 clientsWealth manager
    Morgan Stanley 95%
    $390M
  32. 8927
    Pacific Point Advisors, LLCSan Diego, CA · 86 clientsWealth manager
    Schwab 100%
    $390M
  33. 8928
    Green Ridge Wealth Planning LLCMontville, NJ · 302 clientsWealth manager
    Schwab 100%
    $390M
  34. 8929
    Savoir Faire Capital Management, LPNorwalk, CT · 5 clientsPrivate fund adviser
    No custodian reported
    $390M
  35. 8931
    Solomon API LLCRockledge, FL · 174 clientsAsset manager
    Schwab 100%
    $389M
  36. 8933
    LBJ Family Wealth Advisors, LTD.Austin, TX · 94 clientsWealth manager
    Fidelity 100%
    $389M
  37. 8935
    Sentinel Wealth Management, Inc.Reston, VA · 97 clientsWealth manager
    Fidelity 100%
    $389M
  38. 8936
    RCM Wealth AdvisorsChicago, IL · 830 clientsWealth manager
    Schwab 81%
    $389M
  39. 8937
    Monorail Securities LLCSarasota, FL · 2,402 clientsAsset manager
    Schwab 99%
    $389M
  40. 8939
    Costello Asset Management, Inc.Feasterville, PA · 390 clientsWealth manager
    Schwab 100%
    $389M

RIAs by state