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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. 11575
    Tenzing GlobalSan Francisco, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $228M
  2. 11576
    Cascade Wealth Advisors, IncWenatchee, WA · 115 clientsWealth manager
    Schwab 100%
    $228M
  3. 11577
    Beacon Financial AdvisorsRye Brook, NY · 49 clientsWealth managerWrap sponsor
    Schwab 100%
    $228M
  4. 11578
    Alterna Equity Partners Management LLCFort Lauderdale, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $228M
  5. 11580
    Lansdowne Wealth Management, LLCMystic, CT · 357 clientsWealth manager
    Fidelity 100%
    $228M
  6. 11581
    Magnolia Capital ManagementCold Spring, NY · 61 clientsWealth manager
    No custodian reported
    $228M
  7. 11582
    Breach Inlet Capital Management, LLCMt. Pleasant, SC · 1 clientsPrivate fund adviser
    No custodian reported
    $228M
  8. 11584
    Pilotage Private Wealth AGZurich, Switzerland · 85 clientsAsset manager
    Bank Julius Baer & Co. LTD. 65%EFG Bank AG 22%
    $228M
  9. 11586
    Podell Financial Group LLCFairfield, NJ · 236 clientsWealth manager
    Schwab 88%
    $228M
  10. 11587
    The Wealthgarden F.S. LLCEl Segundo, CA · 236 clientsWealth manager
    Fidelity 56%Schwab 44%
    $228M
  11. 11588
    Sandro Wealth Management LLCFairfield, NJ · 55 clientsWealth manager
    Schwab 76%Pershing 24%
    $228M
  12. 11589
    KWK Management LLCHouston, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $228M
  13. 11590
    Retireful LLC8 clientsAsset manager
    No custodian reported
    $228M
  14. 11591
    Approach Retirement Advisors, LLCBirmingham, AL · 144 clientsWealth manager
    Schwab 100%
    $227M
  15. 11593
    Keynote Financial Services, LLCVernon, CT · 209 clientsWealth manager
    Schwab 100%
    $227M
  16. 11594
    Echo45 Advisors LLCWalnut Creek, CA · 201 clientsWealth manager
    Schwab 83%
    $227M
  17. 11595
    Review Services IncBrookfield, WI · 173 clientsWealth manager
    Schwab 100%
    $227M
  18. 11596
    Capital CS Group, LLCIrvine, CA · 328 clientsAsset manager
    Schwab 100%
    $227M
  19. 11597
    Gilpin Wealth Management LLCGolden, CO · 191 clientsWealth manager
    Schwab 98%
    $227M
  20. 11598
    Successful Money Strategies IncFall River, MA · 273 clientsWealth manager
    Schwab 100%
    $227M
  21. 11599
    RM Sincerbeaux Capital Management, LLC.New York, NY · 15 clientsWealth manager
    Goldman Sachs 100%
    $227M
  22. 11600
    Dumaine Investments LLCNew Orleans, LA · 156 clientsWealth manager
    Schwab 100%
    $227M
  23. 11601
    Retirement Wealth Solutions LLCMarshfield, WI · 188 clientsWealth manager
    Schwab 100%
    $227M
  24. 11602
    Premier Estate Planners, LLCClinton Township, MI · 584 clientsWealth manager
    Axos 68%Schwab 32%
    $227M
  25. 11603
    Alerce Investment Management, L.P.Chicago, IL · 25 clientsPrivate fund adviser
    Computershare Trust Company 44%Pershing 35%
    $227M
  26. 11605
    Shikhara Investment Management LPNew York, NY · 3 clientsAsset manager
    Level 8, 60 Castlereagh Street 100%
    $227M
  27. 11606
    Structured Wealth Management, Inc.Toledo, OH · 527 clientsWealth manager
    No custodian reported
    $227M
  28. 11607
    Worldly Partners Management, LLCNeedham, MA · 1 clientsPrivate fund adviser
    No custodian reported
    $227M
  29. 11608
    Perryridge Capital LPGreenwich, CT · 3 clientsPrivate fund adviser
    Morgan Stanley 100%
    $227M
  30. 11609
    Arrien Investments, Inc.Boise, ID · 449 clientsWealth manager
    Pershing 100%
    $227M
  31. 11610
    Mindoro Capital Partners LLC11 clientsWealth manager
    Schwab 100%
    $226M
  32. 11611
    Connected Wealth Solutions, LLCLa Grande, OR · 318 clientsWealth manager
    Fidelity 100%
    $226M
  33. 11613
    Mentor Capital Management Inc.Chicago, IL · 227 clientsWealth manager
    Schwab 100%
    $226M
  34. 11614
    BQS Financial Advisors, LLCNew York, NY · 29 clientsAsset manager
    No custodian reported
    $226M
  35. 11615
    Walnut Grove Capital Partners, LPMemphis, TN · 9 clientsPrivate fund adviser
    No custodian reported
    $226M
  36. 11616
    Align Private CapitalSarasota, FL · 2 clientsPrivate fund adviser
    BNY 100%
    $226M
  37. 11617
    Denali Wealth Management, Inc.Mequon, WI · 243 clientsWealth manager
    Schwab 100%
    $226M
  38. 11619
    Valpey Financial Services LLCConcord, NH · 186 clientsWealth manager
    Schwab 100%
    $226M
  39. 11621
    Change Global Investment, LLCNew York, NY · 3 clientsPrivate fund adviser
    State Street 100%
    $226M
  40. 11622
    Polaris Financial Partners, LLCWesterville, OH · 145 clientsWealth managerWrap sponsor
    Schwab 100%
    $226M

RIAs by state