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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. 15646
    Alignment Financial Group62 clientsWealth manager
    Schwab 100%
    $78M
  2. 15649
    M.A. Whelan Financial Planning46 clientsWealth manager
    Schwab 100%
    $77M
  3. 15650
    GPS Financial, LLCPittsford, NY · 263 clientsWealth manager
    Schwab 100%
    $77M
  4. 15652
    FBD Asset MgmtBloomington, MN · 137 clientsWealth manager
    Schwab 100%
    $77M
  5. 15653
    Dryden Capital, LLCNew York, NY · 4 clientsAsset manager
    Northern Trust 52%WCI 38%
    $77M
  6. 15654
    Highland Consulting Associates International, Inc.Cleveland, OH · 5 clientsAsset manager
    Sun Life Assurance Company of Canada 45%Fidelity Investments Canada ULC 22%
    $77M
  7. 15655
    Cathay Capital NA, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $77M
  8. 15657
    Monk, Stan47 clientsWealth manager
    No custodian reported
    $76M
  9. 15658
    O Asset Management LLCFairport, NY · 2 clientsWealth manager
    Goldman Sachs 51%Stifel, Nicolaus & Company, Incorporated 49%
    $76M
  10. 15659
    Weigelfam89 clientsWealth manager
    Schwab 100%
    $76M
  11. 15660
    BIN Yuan Capital (cayman) LimitedGrand Cayman, Cayman Islands · 1 clientsAsset manager
    No custodian reported
    $76M
  12. 15661
    Shoreline Capital Management, LTD.Guangzhou, China · 5 clientsPrivate fund adviser
    No custodian reported
    $76M
  13. 15662
    AS Trigon Asset ManagementTallinn, Estonia · 1 clientsPrivate fund adviser
    No custodian reported
    $76M
  14. 15663
    Active Wealth AdvisorsWoodcliff Lake, NJ · 21 clientsWealth manager
    Interactive Brokers 100%
    $75M
  15. 15664
    SQN Capital Management, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $75M
  16. 15665
    Kane FinancialWaterville, NY · 296 clientsWealth manager
    Schwab 100%
    $75M
  17. 15667
    Clover Leaf Financial LLCFairport, NY · 223 clientsWealth managerWrap sponsor
    No custodian reported
    $75M
  18. 15668
    Gensen Asset Management Inc.1 clientsPrivate fund adviser
    No custodian reported
    $75M
  19. 15669
    Watts Capital Partners LLC67 clientsWealth manager
    Schwab 100%
    $75M
  20. 15670
    Mountain Pass PlanningHopewell Junction, NY · 129 clientsWealth manager
    Altruist 100%
    $75M
  21. 15671
    EKO68,370 clientsWealth managerWrap sponsor
    Alpaca Securities 100%
    $75M
  22. 15672
    HLV VenturesHauppauge, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $75M
  23. 15673
    Vora Wealth Management, PLLCFlagstaff, AZ · 660 clientsWealth manager
    No custodian reported
    $75M
  24. 15674
    RCN Wealth Advisors, Inc.54 clientsWealth manager
    Schwab 100%
    $75M
  25. 15675
    RPM Capital Management, LLC148 clientsWealth manager
    Schwab 100%
    $74M
  26. 15677
    Rpata, LLC37 clientsWealth managerWrap sponsor
    Schwab 100%
    $74M
  27. 15678
    Reynolds Capital Management, LLCLas Vegas, NV · 2 clientsAsset manager
    Morgan Stanley 85%
    $74M
  28. 15680
    9 Stream Capital Partners LLCLeawood, KS · 3 clientsPrivate fund adviser
    No custodian reported
    $74M
  29. 15682
    Allos Investment Advisors, LLCOverland Park, KS · 382 clientsWealth manager
    Schwab 100%
    $74M
  30. 15685
    Countryside Financial LLCWilliamsville, NY · 248 clientsWealth managerWrap sponsor
    Fidelity 78%
    $73M
  31. 15686
    Stewardship Partners Investment Counsel, Inc.142 clientsWealth manager
    Fidelity 87%
    $73M
  32. 15687
    Lyons Investment ManagementWinter Park, FL · 35 clientsWealth manager
    U.S. Bank 100%
    $73M
  33. 15688
    Tactical Rotation Management, LLCForest Hills, NY · 3 clientsAsset manager
    No custodian reported
    $73M
  34. 15689
    The Bycoff Group LLC62 clientsWealth manager
    Interactive Brokers 72%Goldman Sachs 28%
    $73M
  35. 15690
    Periphas Capital, LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $73M
  36. 15691
    WPM Wealth Advisors LLCSaratoga Springs, NY · 353 clientsWealth managerWrap sponsor
    Schwab 100%
    $72M
  37. 15692
    Breiter Wealth Management, LLCSt. Louis, MO · 109 clientsWealth manager
    No custodian reported
    $72M
  38. 15693
    Forever Financial Advisors, LLC48 clientsWealth manager
    Altruist 100%
    $72M
  39. 15694
    R. Seeger Wealth Management, LTDLindenhurst, NY · 67 clientsWealth managerWrap sponsor
    Schwab 100%
    $72M
  40. 15695
    Stylus Capital LLCIstanbul, Turkey · 64 clientsWealth manager
    Interactive Brokers 100%
    $72M

RIAs by state