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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. 15594
    Western New York Financial Group, LLCBuffalo, NY · 206 clientsWealth manager
    Schwab 51%Fidelity 49%
    $84M
  2. 15595
    Jacob Asset Management of New York LLCHermosa Beach, CA · 3 clientsAsset manager
    No custodian reported
    $84M
  3. 15596
    Seven Hills Capital Corp.Toronto, Ontario, Canada · 238 clientsWealth manager
    National Bank Independent Network 100%
    $84M
  4. 15597
    Greycliff Wealth Management, LLCNew York, NY · 146 clientsWealth manager
    Schwab 100%
    $84M
  5. 15599
    WelaraNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $84M
  6. 15600
    Parataxis Capital Management LLCNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $84M
  7. 15601
    Vita Planning Group LLCCamas, WA · 57 clientsWealth manager
    Schwab 90%
    $84M
  8. 15602
    Double Duty Money Management LLCNew York, NY · 14 clientsWealth manager
    Vanguard 73%Interactive Brokers 27%
    $84M
  9. 15603
    Route 20 Private Wealth Inc.Fort Lauderdale, FL · 75 clientsWealth manager
    Goldman Sachs 54%Schwab 46%
    $84M
  10. 15605
    Northstar Capital Funds, LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $83M
  11. 15606
    Proxy Wealth Advisors LLCWindermere, FL · 614 clientsWealth managerWrap sponsor
    Interactive Brokers 78%
    $83M
  12. 15609
    TRP Capital Advisors, LLCBirmingham, MI · 7 clientsPrivate fund adviser
    No custodian reported
    $82M
  13. 15610
    Winthrop Partners - EPA, LLCOrchard, NY · 174 clientsWealth manager
    Raymond James 100%
    $82M
  14. 15611
    Springhill Wealth ManagementBozeman, MT · 71 clientsWealth manager
    No custodian reported
    $82M
  15. 15612
    Ivesta CorpNew York, NY · 1 clientsAsset manager
    Societe Generale Luxembourg 55%BGL BNP Paribas 28%
    $82M
  16. 15613
    Londinium Asset Management LTD.98000 Principality of Monaco, MonacoAsset manager
    No custodian reported
    $82M
  17. 15614
    L&l Partners Wealth Management, LLCSuffern, NY · 77 clientsWealth manager
    Fidelity 100%
    $82M
  18. 15617
    Kelly IntelligenceDenver, CO · 8 clientsAsset manager
    No custodian reported
    $82M
  19. 15618
    Betteredge Capital LLCNew York, NYAsset manager
    Citi 100%
    $81M
  20. 15619
    Collega Capital Management6 clientsWealth manager
    No custodian reported
    $81M
  21. 15620
    Hunter Michael Investment Advisors IncRichmond, VA · 40 clientsWealth manager
    No custodian reported
    $81M
  22. 15621
    Investment Advisor Group124 clientsWealth manager
    Fidelity 100%
    $81M
  23. 15622
    Colucci Wealth Management LLCBrightwaters, NY · 27 clientsWealth manager
    No custodian reported
    $81M
  24. 15625
    Ever Green Wealth Management, LLCVictor, NY · 363 clientsWealth manager
    Schwab 100%
    $80M
  25. 15627
    Federal PrepBohemia, NY · 637 clientsWealth manager
    Schwab 56%Fidelity 43%
    $80M
  26. 15629
    General Industrial Partners LLPLondon, United Kingdom · 6 clientsPrivate fund adviser
    No custodian reported
    $80M
  27. 15630
    2xideasNew York, NY · 1 clientsAsset manager
    State Street 100%
    $80M
  28. 15631
    Minerva Wealth AdvisoryNew York, NY · 35 clientsWealth manager
    Schwab 100%
    $80M
  29. 15632
    Constellation Asset Management, Inc.Fayetteville, NY · 64 clientsWealth manager
    Schwab 100%
    $79M
  30. 15633
    Queenbridge Capital, LLCPittsford, NY · 58 clientsWealth manager
    Schwab 100%
    $79M
  31. 15634
    Pathway Partners Wealth Advisors, LLCAmherst, NY · 367 clientsWealth manager
    Schwab 100%
    $79M
  32. 15635
    St. Columbanus AGTeufen, Switzerland · 9 clientsAsset manager
    DZ Privatbank (schweiz) AG 64%Bank Vontobel AG 36%
    $79M
  33. 15636
    Bruderman Private WealthLocust Valley, NY · 36 clientsWealth manager
    Schwab 100%
    $79M
  34. 15637
    Emery Partners LLCBoston, MA · 1 clientsAsset manager
    No custodian reported
    $78M
  35. 15639
    SMP Financial Planning, LLC45 clientsWealth manager
    Schwab 59%Tiaa-Cref Individual & Institutional Services 41%
    $78M
  36. 15640
    Amazz Investment Management, Inc.Williamsville, NY · 120 clientsWealth manager
    No custodian reported
    $78M
  37. 15642
    RSD Advisors27 clientsWealth manager
    Altruist 55%J.P. Morgan 45%
    $78M
  38. 15643
    MGM Innova Cap Management LLCMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $78M
  39. 15644
    Center Lake Capital Management, LLCWest Palm Beach, FL · 3 clientsAsset manager
    Citi 100%
    $78M
  40. 15645
    Arrowhead Investment Management LLCWhite Plains, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $78M

RIAs by state