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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. 13852
    RHO AccelerationNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $145M
  2. 13853
    Davis, Davis and Conover Wealth Management, LLCNashville, TN · 186 clientsWealth managerWrap sponsor
    Raymond James 100%
    $145M
  3. 13854
    Collaborative Fund AdvisorsReno, NV · 3 clientsAsset manager
    No custodian reported
    $145M
  4. 13855
    Vision Capital & Management59 clientsWealth manager
    Schwab 81%
    $145M
  5. 13856
    Betro Mileszko & CompanyFoxboro, MA · 118 clientsWealth manager
    Schwab 100%
    $145M
  6. 13858
    Bluestone Investment Manager, LLCMcLean, VA · 3 clientsPrivate fund adviser
    No custodian reported
    $145M
  7. 13859
    Monetta Financial Services IncWheaton, IL · 2 clientsAsset manager
    No custodian reported
    $145M
  8. 13860
    Landon Capital Partners, LLCBoston, MA · 14 clientsPrivate fund adviser
    No custodian reported
    $145M
  9. 13861
    Trailwise Financial Partners, LLCGolden, CO · 203 clientsWealth manager
    LPL Financial 100%
    $145M
  10. 13863
    CSL Capital Management, L.P.Houston, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $145M
  11. 13865
    Knox Avenue Financial Corp.St. Paul, MN · 227 clientsWealth managerWrap sponsor
    Schwab 100%
    $145M
  12. 13866
    EAN Equity Financial Services LLC64 clientsWealth manager
    Schwab 100%
    $145M
  13. 13867
    Egsi Investment ManagementDublin, OH · 278 clientsWealth manager
    Schwab 100%
    $145M
  14. 13868
    Davis Financial Management, Inc.Overland Park, KS · 78 clientsWealth manager
    Schwab 90%
    $145M
  15. 13869
    Sterling Financial Advisors, LLC143 clientsWealth managerWrap sponsor
    Raymond James 100%
    $145M
  16. 13871
    Columbus Street Wealth Management, LLCDublin, OH · 82 clientsWealth manager
    Schwab 99%
    $145M
  17. 13873
    MWM Wealth Advisory, LLCPlymouth, MN · 204 clientsWealth managerWrap sponsor
    Schwab 100%
    $144M
  18. 13874
    Certified Financial Strategies CorporationDallas, TX · 155 clientsWealth manager
    Schwab 100%
    $144M
  19. 13875
    Renaissance Capital LLCStamford, CT · 84 clientsAsset manager
    No custodian reported
    $144M
  20. 13876
    Glover Park Wealth Management, LLCArlington, VA · 190 clientsWealth manager
    Schwab 60%ADP Broker-Dealer 40%
    $144M
  21. 13877
    Blue Anchor Wealth Advisors, LLCKetchikan, AK · 300 clientsWealth manager
    Schwab 100%
    $144M
  22. 13879
    Totem Point Management, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $144M
  23. 13880
    Burgess Investment Management and Research Inc.Toronto, Ontario, Canada · 98 clientsWealth manager
    Fidelity Clearing Canada ULC 83%
    $144M
  24. 13881
    Bona Fide Wealth55 clientsWealth manager
    Schwab 86%
    $144M
  25. 13882
    Paladino WealthMontgomery, TX · 160 clientsWealth manager
    Schwab 100%
    $144M
  26. 13883
    Shelter Wealth Strategies, LLCHouston, TX · 38 clientsWealth manager
    Fidelity 100%
    $144M
  27. 13884
    Summa Global Advisors, LLCClackamas, OR · 125 clientsWealth manager
    Schwab 66%Fidelity 34%
    $144M
  28. 13886
    Private Lane Capital, LLC11 clientsWealth manager
    Schwab 84%
    $144M
  29. 13888
    Tactivest, LLC212 clientsWealth manager
    Schwab 100%
    $144M
  30. 13889
    PMG Family Office, LLCPlano, TX · 77 clientsWealth manager
    Schwab 100%
    $144M
  31. 13890
    Haven Capital GroupWestlake Village, CA · 118 clientsWealth manager
    Schwab 100%
    $144M
  32. 13891
    Rushmont Capital ManagementNew York, NY · 2 clientsAsset manager
    J.P. Morgan 100%
    $144M
  33. 13892
    Kestrel Wealth Management, LLCSouth Bend, IN · 85 clientsWealth manager
    Fidelity 100%
    $144M
  34. 13895
    Core Wealth AdvisorsIndianapolis, IN · 149 clientsWealth manager
    No custodian reported
    $144M
  35. 13896
    Aqua Capital AdvisorsLos Angeles, CA · 44 clientsWealth manager
    Schwab 100%
    $144M
  36. 13897
    Chastain Wealth Management57 clientsWealth manager
    Fidelity 100%
    $144M
  37. 13898
    Ortelius Capital Partners3 clientsWealth manager
    No custodian reported
    $144M
  38. 13899
    Arista Advisory Group, LLCAlbany, NY · 234 clientsWealth manager
    Schwab 100%
    $144M
  39. 13900
    Procore Advisors, LLCNewport Beach, CA · 231 clientsWealth manager
    Schwab 100%
    $144M
  40. 13901
    FOG City Advisors, LLCAlbany, CA · 114 clientsWealth manager
    Schwab 100%
    $144M

RIAs by state