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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. 11470
    Bingham Private Wealth, LLCSan Francisco, CA · 117 clientsWealth manager
    Schwab 100%
    $232M
  2. 11471
    Trimarc Wealth Management LLC15 clientsWealth manager
    No custodian reported
    $232M
  3. 11472
    KP Management LLC1 clientsPrivate fund adviser
    No custodian reported
    $232M
  4. 11474
    Reshape WealthBoca Raton, FL · 127 clientsWealth manager
    Schwab 100%
    $232M
  5. 11475
    Blue Orca, LLCAustin, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $232M
  6. 11476
    Black Impact Group, LLCLos Angeles, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $232M
  7. 11477
    Econ Wealth ManagementHarrisburg, PA · 337 clientsWealth manager
    Schwab 100%
    $232M
  8. 11479
    Shelter Rock Management, LLCJericho, NY · 142 clientsWealth manager
    Fidelity 99%
    $232M
  9. 11480
    Conway Capital Management, Inc.Burbank, CA · 68 clientsWealth manager
    Fidelity 100%
    $232M
  10. 11483
    Piedmont Capital Management, LLCWhitefish, MT · 469 clientsWealth manager
    Schwab 100%
    $232M
  11. 11484
    Loudon Investment Management, LLCWest Lebanon, NH · 76 clientsWealth manager
    Schwab 80%
    $232M
  12. 11485
    Gradient Ridge Capital, L.P.Norwalk, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $232M
  13. 11486
    Kingfish Capital Partners LLCSouthlake, TX · 9 clientsPrivate fund adviser
    No custodian reported
    $232M
  14. 11487
    Heisten Wrenn Private Wealth, LLCAnchorage, AK · 224 clientsWealth manager
    Fidelity 100%
    $232M
  15. 11488
    Radix Financial, LLCGeorge Town, Cayman Islands · 53 clientsAsset manager
    J.P. Morgan 58%Schwab 37%
    $232M
  16. 11489
    Yardley Wealth Management LLCYardley, PA · 169 clientsWealth manager
    Schwab 77%Fidelity 23%
    $232M
  17. 11491
    Roppel Capital Management LLCPark Ridge, IL · 3 clientsPrivate fund adviser
    No custodian reported
    $231M
  18. 11492
    Svrn Asset Management, LLCAustin, TX · 24 clientsWealth manager
    Schwab 100%
    $231M
  19. 11493
    Taurus Capital Advisors, LLCLake Oswego, OR · 263 clientsWealth manager
    Schwab 100%
    $231M
  20. 11494
    BRX GlobalGreenwich, CT · 2 clientsPrivate fund adviser
    No custodian reported
    $231M
  21. 11495
    L&s Investment Advisors, LLCMiami, FL · 415 clientsAsset manager
    Interactive Brokers 68%Morgan Stanley 32%
    $231M
  22. 11497
    Andrew Hill Investment Advisors, Inc.Naples, FL · 253 clientsWealth manager
    Fidelity 100%
    $231M
  23. 11498
    BXM Wealth LLCEnglewood, CO · 61 clientsWealth manager
    Fidelity 97%
    $231M
  24. 11499
    LAS Olas Venture CapitalFort Lauderdale, FL · 13 clientsPrivate fund adviser
    No custodian reported
    $231M
  25. 11501
    ACMWayzata, MN · 14 clientsAsset manager
    U.S. Bank 100%
    $231M
  26. 11503
    Tenzing Financial LLCWilliamsburg, VA · 165 clientsWealth managerWrap sponsor
    LPL Financial 54%Schwab 46%
    $231M
  27. 11504
    Sachem Investment Counsel LLC11 clientsWealth manager
    UBS 92%
    $231M
  28. 11505
    Apis & Heritage Capital Partners, LLCWashington, DC · 4 clientsPrivate fund adviser
    No custodian reported
    $231M
  29. 11506
    Rosenberg Wealth AdvisorsBirmingham, MI · 161 clientsWealth manager
    Schwab 100%
    $231M
  30. 11507
    Draper Asset Management, LLCSmithtown, NY · 527 clientsWealth manager
    Schwab 100%
    $231M
  31. 11510
    Bluhaus Capital Management LLCGuaynabo, PR · 14 clientsPrivate fund adviser
    No custodian reported
    $231M
  32. 11511
    UnimarMiami, FL · 43 clientsPrivate fund adviser
    Pershing 78%
    $231M
  33. 11512
    Disciplined Portfolio Solutions LLC59 clientsWealth manager
    Schwab 100%
    $231M
  34. 11514
    Forest Asset Management LLCRiverside, IL · 114 clientsWealth manager
    Fidelity 70%Schwab 30%
    $231M
  35. 11517
    SL CapitalScottsdale, AZ · 229 clientsWealth manager
    Schwab 100%
    $230M
  36. 11518
    Austerra Wealth Management LLCDallas, TX · 16 clientsPrivate fund adviser
    Schwab 100%
    $230M
  37. 11519
    Aljen Asset Management LLCCedar Knolls, NJ · 456 clientsWealth manager
    Fidelity 100%
    $230M
  38. 11520
    Connective Capital Management, LLCPalo Alto, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $230M
  39. 11521
    Woodfield Financial Advisors, Inc.Deer Park, IL · 395 clientsWealth manager
    No custodian reported
    $230M
  40. 11522
    Scratch CapitalBoise, ID · 162 clientsWealth manager
    Schwab 100%
    $230M

RIAs by state