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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. 15492
    Luesink Stenstrom FinancialNew York, NY · 50 clientsWealth manager
    Fidelity 100%
    $94M
  2. 15493
    Gravity Capital Management LLCNew York, NY · 28 clientsAsset manager
    Schwab 64%Northern Trust 36%
    $94M
  3. 15494
    Target Rock Wealth Management, LLCNew York, NY · 88 clientsWealth manager
    Schwab 100%
    $94M
  4. 15495
    Walnut Investment Services LLCBrooklyn, NY · 199 clientsWealth manager
    Fidelity 100%
    $94M
  5. 15497
    Voss Wealth ManagementEndicott, NY · 69 clientsWealth manager
    Schwab 100%
    $94M
  6. 15498
    Cove Street Capital, LLCHermosa Beach, CA · 18 clientsAsset manager
    Mechanics Bank 66%Schwab 34%
    $94M
  7. 15500
    Capital Q Management LLCMaitland, FL · 2 clientsAsset manager
    No custodian reported
    $93M
  8. 15501
    Oelschlager InvestmentsAkron, OH · 26 clientsAsset manager
    Schwab 100%
    $93M
  9. 15503
    Compass Investments LLCPittsburgh, PA · 176 clientsWealth manager
    Schwab 100%
    $93M
  10. 15505
    LEH II Management LLCEnglewood, CO · 1 clientsPrivate fund adviser
    No custodian reported
    $93M
  11. 15506
    Wealthspan Investment Management, LLCGrand Rapids, MI · 326 clientsWealth manager
    Fidelity 79%
    $93M
  12. 15507
    Thinking Big FinancialBrooklyn, NY · 93 clientsWealth manager
    Altruist 100%
    $93M
  13. 15508
    Oppenheimer + Close, LLCNew York, NY · 127 clientsWealth manager
    Pershing 100%
    $93M
  14. 15509
    Peak Financial PlanningCanoga Park, CA · 82 clientsWealth manager
    Schwab 57%Altruist 43%
    $93M
  15. 15510
    Cannon Global Investment Management, LLCDavie, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $93M
  16. 15512
    3roots Wealth Partners LLCScottsdale, AZ · 112 clientsWealth manager
    Schwab 54%Altruist 46%
    $93M
  17. 15513
    Vault Fiduciary LLCAsset manager
    Northern Trust 62%Merrill / Bank of America 38%
    $92M
  18. 15514
    Tekmen Wells LLCNew York, NY · 23 clientsWealth managerWrap sponsor
    Pershing 100%
    $92M
  19. 15515
    XaltsPhiladelphia, PA · 1 clientsPrivate fund adviser
    No custodian reported
    $92M
  20. 15516
    Family Partners Capital, LLCHamilton, MA · 162 clientsWealth manager
    Schwab 100%
    $92M
  21. 15517
    IWC Asset Management LLC53 clientsWealth manager
    No custodian reported
    $92M
  22. 15518
    Mundoval Capital Management, Inc.La Jolla, CA · 67 clientsWealth manager
    Schwab 56%Huntington Bank 26%
    $92M
  23. 15520
    Woodmont Advisory Group, Inc.298 clientsWealth manager
    Schwab 77%Fidelity 23%
    $92M
  24. 15521
    Wave Digital Assets LLCLos Angeles, CA · 22 clientsPrivate fund adviser
    Coinbase 80%
    $92M
  25. 15522
    Buffalo First Wealth Management, LLCWilliamsville, NY · 583 clientsWealth manager
    Fidelity 72%Altruist 28%
    $92M
  26. 15523
    Evolutionary Tree Capital Management, LLCAlexandria, VA · 48 clientsWealth manager
    Schwab 100%
    $92M
  27. 15524
    Pura Vida Investments, LLCNew York, NY · 12 clientsPrivate fund adviser
    J.P. Morgan 100%
    $91M
  28. 15525
    Pegasus Group, LLCMorristown, NJ · 21 clientsWealth manager
    Schwab 100%
    $91M
  29. 15526
    Novus AdvisorsGreenville, SC · 267 clientsWealth manager
    Schwab 65%Epic Retirement Plan Services 35%
    $91M
  30. 15528
    Atla Capital Management LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $91M
  31. 15530
    McKinney Capital, LLCBirmingham, AL · 4 clientsPrivate fund adviser
    No custodian reported
    $91M
  32. 15531
    Integrity Prosperity Security (IPS) Strategic CapitalDenver, CO · 195 clientsWealth manager
    Schwab 100%
    $91M
  33. 15533
    Algorithmic Investment ModelsBoston, MA · 228 clientsAsset manager
    Wells Fargo 75%LPL Financial 25%
    $91M
  34. 15534
    Pruneyard Financial Group, Inc.Cupertino, CA · 98 clientsWealth managerWrap sponsor
    Fidelity 91%
    $91M
  35. 15535
    Schaffer & Company Asset Management, Inc.Jacksonville, FL · 305 clientsWealth manager
    Schwab 100%
    $91M
  36. 15536
    Arias Resource Capital Management LPMiami, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $91M
  37. 15540
    Weatherhelm Capital Management LLCCambridge, NY · 77 clientsWealth manager
    Interactive Brokers 100%
    $91M
  38. 15541
    Alphaq AdvisorsWinter Park, FL · 87 clientsWealth manager
    Schwab 100%
    $91M
  39. 15543
    Washington Square Capital Management LLCNew York, NY · 46 clientsWealth manager
    Schwab 100%
    $90M
  40. 15544
    Chacon Diaz & DI Virgilio Wealth Management, LLCGainesville, FL · 190 clientsWealth manager
    Schwab 100%
    $90M

RIAs by state