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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. 8990
    Rallyday Partners, LLCDenver, CO · 6 clientsPrivate fund adviser
    No custodian reported
    $384M
  2. 8992
    Chalkstream Capital Group, L.P.2 clientsPrivate fund adviser
    No custodian reported
    $384M
  3. 8993
    Atlantic Investment Management, IncNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $384M
  4. 8995
    Longview Financial Advisors, LLC125 clientsWealth manager
    Schwab 85%
    $384M
  5. 8996
    Architect EquityEl Segundo, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $384M
  6. 8998
    Spartan Planning GroupGreensboro, NC · 213 clientsWealth manager
    Schwab 100%
    $384M
  7. 8999
    Arcadia Wealth ManagementSmithtown, NY · 275 clientsWealth manager
    Schwab 100%
    $384M
  8. 9001
    Cascades Capital Asset Management, LLCGreensboro, NC · 358 clientsWealth manager
    Schwab 100%
    $383M
  9. 9003
    Keating Investment Counselors IncDelray Beach, FL · 157 clientsWealth manager
    Schwab 0%Morgan Stanley 0%
    $383M
  10. 9005
    One + One Wealth Management, LLCJupiter, FL · 251 clientsWealth manager
    Schwab 100%
    $383M
  11. 9007
    Canopy 360 Wealth, LLCOcala, FL · 341 clientsWealth managerWrap sponsor
    Raymond James 100%
    $383M
  12. 9008
    Accent Capital Management, LLCCenterville, OH · 92 clientsWealth manager
    Schwab 79%
    $383M
  13. 9009
    Claraphi Advisory Network, LLCAliso Viejo, CA · 1,504 clientsWealth manager
    No custodian reported
    $383M
  14. 9010
    Clearshares LLCMarco Island, FL · 3 clientsAsset manager
    No custodian reported
    $382M
  15. 9011
    Financial Planning Hawaii, Inc.Honolulu, HI · 241 clientsWealth manager
    Schwab 100%
    $382M
  16. 9012
    Proctor FinancialSherborn, MA · 211 clientsWealth manager
    Schwab 100%
    $382M
  17. 9014
    Destiny Capital CorporationDenver, CO · 260 clientsWealth manager
    Fidelity 100%
    $382M
  18. 9017
    Sonoma Brands CapitalSonoma, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $382M
  19. 9018
    Dean Financial ServicesBeavercreek, OH · 277 clientsWealth manager
    Fidelity 66%Matrix Trust 34%
    $382M
  20. 9019
    Kirtland Hills Capital Management, LLCBratenahl, OH · 263 clientsWealth manager
    Schwab 100%
    $382M
  21. 9021
    Blue Rock Financial GroupRehoboth Beach, DE · 314 clientsWealth manager
    SEI 100%
    $382M
  22. 9022
    WWM FinancialCarslbad, CA · 570 clientsWealth manager
    Schwab 100%
    $382M
  23. 9023
    Pecaut Wealth ManagementSioux City, IA · 231 clientsWealth manager
    Schwab 100%
    $382M
  24. 9024
    Harbour Investment Management L.L.C.Edmonds, WA · 183 clientsWealth manager
    Schwab 100%
    $382M
  25. 9026
    Sculati Wealth Management, LLCBloomfield Hills, MI · 349 clientsWealth manager
    Schwab 100%
    $381M
  26. 9027
    Landing Point Financial GroupAvon, OH · 743 clientsWealth manager
    Fidelity 100%
    $381M
  27. 9028
    Rf&l Wealth Management, LLCActon, MA · 143 clientsWealth manager
    Fidelity 100%
    $381M
  28. 9029
    Rubey & Rust Capital Management, LLC145 clientsWealth manager
    Schwab 100%
    $381M
  29. 9030
    Myriad Asset Management Advisors LLCWest Palm Beach, FL · 1 clientsAsset manager
    No custodian reported
    $381M
  30. 9031
    Resolute Capital Asset Partners LLCDenver, CO · 5 clientsPrivate fund adviser
    No custodian reported
    $381M
  31. 9036
    Goepper Burkhardt LLCGreenville, SC · 245 clientsWealth manager
    No custodian reported
    $380M
  32. 9037
    Suncap ManagementNew Orleans, LA · 105 clientsAsset manager
    Schwab 100%
    $380M
  33. 9038
    Fortiter Wealth Management, LLCHouston, TX · 51 clientsWealth manager
    Fidelity 100%
    $380M
  34. 9039
    Burkholder Wealth ManagementTulsa, OK · 268 clientsWealth manager
    Schwab 89%
    $380M
  35. 9041
    Exchange Place Advisors, LLCSudbury, MA · 248 clientsWealth manager
    Fidelity Distributors Company 100%
    $380M
  36. 9042
    Ironbridge Private Wealth, LLCAustin, TX · 166 clientsWealth manager
    Schwab 100%
    $380M
  37. 9044
    626 Financial, LLCPortage, MI · 451 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $380M
  38. 9045
    Darden Wealth GroupAnn Arbor, MI · 273 clientsWealth manager
    Fidelity 100%
    $380M
  39. 9046
    Bruce & Co IncChicago, IL · 3 clientsAsset manager
    No custodian reported
    $380M
  40. 9047
    Rainier Capital Partners LPSeattle, WA · 3 clientsPrivate fund adviser
    No custodian reported
    $379M

RIAs by state