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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. 11523
    MOS Capital, Inc.120 clientsWealth manager
    Fidelity 100%
    $230M
  2. 11526
    Primoris Wealth Advisors, LLCNorth Palm Beach, FL · 429 clientsWealth manager
    Fidelity 100%
    $230M
  3. 11528
    Lionshead Wealth Management, LLCNew York, NY · 107 clientsWealth manager
    Schwab 100%
    $230M
  4. 11529
    Bowside Capital, LLCCharleston, SC · 3 clientsPrivate fund adviser
    No custodian reported
    $230M
  5. 11530
    Wlth Capital Management, LLCChandler, AZ · 81 clientsWealth manager
    Schwab 69%Fidelity 31%
    $230M
  6. 11531
    Montgomery FinancialOcean City, MD · 952 clientsWealth manager
    Schwab 86%
    $230M
  7. 11532
    Tableaux WealthGreat Barrington, MA · 209 clientsWealth manager
    Fidelity 63%Schwab 37%
    $230M
  8. 11533
    Cygnus Capital Advisors, LLCAtlanta, GA · 1 clientsAsset manager
    Fidelity 100%
    $230M
  9. 11536
    Vima, LLCTroy, MI · 1,182 clientsWealth manager
    Pershing 100%
    $229M
  10. 11537
    Formulate Financial LLC47 clientsWealth manager
    No custodian reported
    $229M
  11. 11540
    Booster, LLCBaltimore, MD · 190 clientsAsset manager
    Ascensus Financial Services, LLC. 100%
    $229M
  12. 11541
    Sterling Investment Advisors,llcBolivar, MO · 269 clientsWealth manager
    Fidelity 100%
    $229M
  13. 11542
    Powell WealthCornelius, NC · 108 clientsWealth manager
    Fidelity 100%
    $229M
  14. 11543
    Antonelli Financial Advisors, LLCGrosse Pointe, MI · 193 clientsWealth manager
    Fidelity 86%
    $229M
  15. 11544
    Velvet Sea VenturesWest Palm Beach, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $229M
  16. 11545
    Gideon Capital, LLCLos Angeles, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $229M
  17. 11546
    Hippocratic Financial AdvisorsWestlake Village, CA · 382 clientsWealth manager
    Schwab 100%
    $229M
  18. 11547
    Reflection Asset Management72 clientsAsset manager
    Schwab 100%
    $229M
  19. 11548
    Forsyth Street Asset Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $229M
  20. 11549
    Hemisphere Partners LLCNew York, NY · 40 clientsWealth manager
    Morgan Stanley 53%J.P. Morgan 37%
    $229M
  21. 11550
    Dilation Capital Management LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $229M
  22. 11551
    Bayesian Capital Management, LP1 clientsPrivate fund adviser
    No custodian reported
    $229M
  23. 11552
    Campion Asset Management, LLCFairfax, VA · 111 clientsWealth manager
    Schwab 100%
    $229M
  24. 11556
    Westview Investment AdvisorsBurlington, VT · 165 clientsWealth manager
    Fidelity 54%Schwab 46%
    $229M
  25. 11558
    Atlasmark Financial, Inc.Austin, TX · 133 clientsWealth manager
    Fidelity 100%
    $229M
  26. 11559
    Calderwood Financial Strategies, Inc.Houston, TX · 69 clientsAsset manager
    Fidelity 64%SEI 36%
    $229M
  27. 11560
    Bruce Colin and Company28 clientsWealth manager
    Schwab 100%
    $229M
  28. 11561
    JAT Capital Management LPGreenwich, CT · 2 clientsPrivate fund adviser
    No custodian reported
    $228M
  29. 11562
    MSP Wealth Management, LLCKlamath Falls, OR · 414 clientsWealth managerWrap sponsor
    Schwab 100%
    $228M
  30. 11564
    DemarcheOverland Park, KS · 16 clientsAsset manager
    No custodian reported
    $228M
  31. 11565
    Cunning Capital, LLC1 clientsPrivate fund adviser
    No custodian reported
    $228M
  32. 11566
    Prentice Capital Management, LPGreenwich, CT · 5 clientsPrivate fund adviser
    Goldman Sachs 100%
    $228M
  33. 11567
    Meixler Investment Management, LTD.Show Low, AZ · 570 clientsWealth managerWrap sponsor
    Schwab 100%
    $228M
  34. 11568
    Ridgeline Capital Management, LLCMemphis, TN · 20 clientsPrivate fund adviser
    No custodian reported
    $228M
  35. 11569
    Bay Capital Advisors, LLCVirginia Beach, VA · 195 clientsWealth manager
    Schwab 81%
    $228M
  36. 11570
    Ambrose Capital Advisors, LLCIndianapolis, IN · 1 clientsPrivate fund adviser
    No custodian reported
    $228M
  37. 11571
    Boyar Asset Management, Inc.New York, NY · 210 clientsWealth manager
    Fidelity 100%
    $228M
  38. 11572
    Snider AdvisorsIrving, TX · 357 clientsWealth manager
    Tradestation Securities 63%Interactive Brokers 37%
    $228M
  39. 11573
    Wealth Forward, LLCFargo, ND · 367 clientsWealth manager
    Pershing 100%
    $228M
  40. 11574
    Catalyst Capital Advisers LLCDallas, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $228M

RIAs by state