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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. 14725
    Seneca Capital Management, LLCDenver, CO · 2 clientsPrivate fund adviser
    No custodian reported
    $120M
  2. 14726
    Pinetree Advisors Corp.Miami, FL · 33 clientsWealth manager
    Merrill / Bank of America 27%LPL Financial 26%
    $120M
  3. 14727
    K2 Wealth Management LLCChicago, IL · 70 clientsWealth manager
    Fidelity Distributors Company 68%Schwab 32%
    $120M
  4. 14728
    Goldman Wealth ManagementSan Diego, CA · 101 clientsWealth manager
    Schwab 80%
    $120M
  5. 14729
    Optimal Capital Advisors, LLCTraverse City, MI · 131 clientsPrivate fund adviser
    Inspira Financial 82%
    $120M
  6. 14730
    MTR Financial Services, LLCKingwood, TX · 86 clientsWealth manager
    Schwab 100%
    $120M
  7. 14731
    Brickell Key Asset Management LimitedSt. Peter Port, Guernsey · 1 clientsPrivate fund adviser
    No custodian reported
    $120M
  8. 14732
    Brickell Key Asset Management LLCCharleston, SC · 1 clientsPrivate fund adviser
    No custodian reported
    $120M
  9. 14733
    Altman Investment Management LLCPrinceton, NJ · 39 clientsWealth manager
    Schwab 53%UBS 37%
    $120M
  10. 14734
    DCA Family Office, LLCRoseville, CAAsset manager
    No custodian reported
    $120M
  11. 14735
    Lone Star Investment Advisors, LLCDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $120M
  12. 14736
    Fair Asset Management, LLC47 clientsWealth manager
    Altruist 100%
    $120M
  13. 14737
    Schauer Investment Management, Inc.Northridge, CA · 24 clientsWealth manager
    Schwab 100%
    $120M
  14. 14738
    Solid Point Wealth Advisors, LLC239 clientsWealth manager
    Schwab 100%
    $120M
  15. 14739
    1650 Wealth Management, LLCLighthouse Point, FL · 125 clientsWealth manager
    Schwab 100%
    $120M
  16. 14740
    Copperwood FinancialBurr Ridge, IL · 262 clientsWealth manager
    Schwab 100%
    $120M
  17. 14741
    Money Management Concepts Inc.Melbourne, FL · 90 clientsWealth manager
    Schwab 100%
    $120M
  18. 14742
    Black Capital Management, LLC48 clientsWealth manager
    Schwab 100%
    $120M
  19. 14743
    Hicks & Associates Wealth Management, LLCCary, NC · 162 clientsWealth manager
    Schwab 100%
    $120M
  20. 14744
    Sentara CapitalMarietta, GA · 169 clientsWealth manager
    Schwab 100%
    $120M
  21. 14746
    Triad Investment Management, LLCNewport Beach, CA · 45 clientsWealth manager
    Fidelity 100%
    $120M
  22. 14747
    Chestnut Street Investment Counsel, LLCLancaster, PA · 85 clientsWealth manager
    Schwab 100%
    $120M
  23. 14748
    Engage Wealth Group, LLCNorthfield, IL · 94 clientsWealth manager
    Schwab 100%
    $120M
  24. 14749
    Abacus Capital AdvisorsPlantation, FL · 48 clientsWealth manager
    Interactive Brokers 85%
    $120M
  25. 14750
    Yunistone Investment Group, LLCChicago, IL · 14 clientsWealth manager
    Schwab 100%
    $120M
  26. 14751
    Stoic Point Capital Management LLCPalo Alto, CA · 10 clientsPrivate fund adviser
    Citi 96%
    $119M
  27. 14752
    BoulevardBloomington, MN · 268 clientsWealth manager
    Schwab 100%
    $119M
  28. 14753
    Integrated Planning & Wealth Management, LLC169 clientsWealth manager
    Schwab 100%
    $119M
  29. 14754
    Virtus Financial GroupOlivette, MO · 230 clientsWealth manager
    Schwab 100%
    $119M
  30. 14755
    Valeo Ventures1 clientsAsset manager
    No custodian reported
    $119M
  31. 14756
    Enspire Wealth Management, LLCSanta Rosa, CA · 52 clientsWealth manager
    Schwab 100%
    $119M
  32. 14757
    CMC Financial Group, LLCAtlanta, GA · 230 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 100%
    $119M
  33. 14758
    Walnut Level Capital LLCDenver, CO · 4 clientsPrivate fund adviser
    No custodian reported
    $119M
  34. 14759
    Rheeco, Inc.Natick, MA · 318 clientsWealth manager
    Schwab 72%Fidelity 28%
    $119M
  35. 14760
    Greenport Capital AdvisorsMarlborough, MA · 68 clientsWealth manager
    No custodian reported
    $119M
  36. 14761
    Exceed Advisory LLCNew York, NY · 92 clientsWealth manager
    Schwab 100%
    $119M
  37. 14762
    Freedom Value Partners, LLC42 clientsWealth manager
    Schwab 100%
    $119M
  38. 14763
    Avantia Investment Services, LLCSeattle, WA · 30 clientsWealth manager
    Schwab 100%
    $119M
  39. 14764
    Minko WealthBrooklyn, NY · 152 clientsWealth manager
    Schwab 100%
    $119M
  40. 14765
    Carolina Strategy, LLC64 clientsWealth manager
    Schwab 100%
    $119M

RIAs by state