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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. 15440
    Synergy CapitalFort Collins, CO · 74 clientsWealth manager
    Fidelity 100%
    $99M
  2. 15441
    Third Sigma Investment Advisors LLCWilmington, DE · 51 clientsAsset manager
    Schwab 100%
    $99M
  3. 15442
    Lake Road Advisors, LLCCorning, NY · 137 clientsWealth manager
    Altruist 79%
    $99M
  4. 15444
    Luther Forest Wealth Advisors, L.L.C.Malta, NY · 214 clientsWealth manager
    Schwab 100%
    $99M
  5. 15445
    Blue Sky Asset Management, LLCEnglewood, CO · 1 clientsAsset manager
    No custodian reported
    $99M
  6. 15446
    Timbuktu Capital Management, LLCBoston, MA · 122 clientsWealth manager
    Schwab 100%
    $99M
  7. 15447
    Backbone Planning Partners LLCLas Vegas, NV · 109 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $98M
  8. 15449
    Gallatin & Company, LLCVero Beach, FL · 50 clientsWealth manager
    Schwab 100%
    $98M
  9. 15450
    Swan Wealth Advisors, LLCDurango, CO · 47 clientsAsset manager
    Pershing 100%
    $98M
  10. 15452
    Upright Financial Corp36 clientsAsset manager
    Firstrade Securities 100%
    $98M
  11. 15454
    Baytrust Wealth Management, LLCTampa, FL · 214 clientsWealth manager
    Fidelity 100%
    $98M
  12. 15456
    Snow Financial Management, LLC50 clientsWealth manager
    Fidelity 69%Schwab 31%
    $98M
  13. 15457
    Taverik Capital, LLCGreenville, SC · 121 clientsPrivate fund adviser
    Schwab 100%
    $98M
  14. 15459
    Manispace CapitalNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $97M
  15. 15460
    Aspire Strategist Portfolios LLCNew York, NY · 6 clientsAsset manager
    Fidelity 100%
    $97M
  16. 15461
    Amberlake Partners SAMMonaco, Monaco · 14 clientsAsset manager
    Julius Baer Monaco 39%Societe Generale Monaco 38%CMB Monaco 23%
    $97M
  17. 15463
    Stratacore Capital Management, LLC.New York, NY · 111 clientsWealth manager
    Schwab 76%Interactive Brokers 24%
    $97M
  18. 15464
    Box Financial Advisors, LLCGrapevine, TX · 235 clientsWealth manager
    Equity Trust Company Brokerage 100%
    $97M
  19. 15465
    RVX Asset Management LLCAventura, FL · 2 clientsAsset manager
    Northern Trust 100%
    $97M
  20. 15467
    Scott Conyers Capital Management, Inc.27 clientsWealth manager
    Schwab 100%
    $97M
  21. 15468
    CK Advisors, LLC40 clientsWealth manager
    Fidelity 100%
    $97M
  22. 15469
    Vulpes Investment Management Private LimitedSingapore, Singapore · 4 clientsPrivate fund adviser
    No custodian reported
    $97M
  23. 15470
    Israel Investment Advisors, LLCDenver, CO · 5 clientsPrivate fund adviser
    Schwab 100%
    $96M
  24. 15471
    Pacific Wealth Advisory Services LLCDanville, CA · 223 clientsWealth manager
    Altruist 100%
    $96M
  25. 15472
    Capital Design Private Wealth LLCPortsmouth, NH · 264 clientsWealth manager
    Schwab 100%
    $96M
  26. 15473
    Eastward Capital Partners, LLCWest Newton, MA · 8 clientsPrivate fund adviser
    No custodian reported
    $96M
  27. 15475
    Basa AdvisorsDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $96M
  28. 15476
    Burke Wealth Management, LLCHouston, TX · 74 clientsWealth manager
    Schwab 84%
    $95M
  29. 15477
    Steward Capital ManagementBloomfield Hills, MI · 66 clientsAsset manager
    Schwab 100%
    $95M
  30. 15478
    SM InvestorsNew York, NY · 6 clientsPrivate fund adviser
    Jefferies 100%
    $95M
  31. 15480
    MON Capital Management LLCNew York, NY · 4 clientsAsset manager
    UBS 100%
    $95M
  32. 15481
    Wise Money IsraelBinyamina, Israel · 175 clientsWealth manager
    Meitav Trade 79%
    $95M
  33. 15483
    Lyon Capital Management, LLCPittsford, NY · 92 clientsWealth manager
    Schwab 100%
    $95M
  34. 15484
    Lion Capital Advisors LLCMiami, FL · 29 clientsAsset manager
    Union Bancaire Privee, UBP SA 56%Deutsche Bank 31%
    $95M
  35. 15485
    GSB Capital, LLC2 clientsPrivate fund adviser
    No custodian reported
    $95M
  36. 15486
    Saxon Securities LLCSan Francisco, CA · 25 clientsAsset manager
    MID Atlantic Trust 85%
    $95M
  37. 15487
    Wingspan Capital, LLCNew York, NY · 27 clientsPrivate fund adviser
    No custodian reported
    $95M
  38. 15488
    Sebetic Advisors, LLC61 clientsWealth manager
    Schwab 69%Interactive Brokers 31%
    $94M
  39. 15489
    Saddock Wealth, LLCDallas, TX · 11 clientsWealth manager
    Schwab 100%
    $94M
  40. 15490
    Circle N Advisors, LLCFishkill, NY · 104 clientsWealth manager
    LPL Financial 100%
    $94M

RIAs by state