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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. 15696
    Franco Financial Advisors, Inc.New York, NY · 39 clientsWealth manager
    Schwab 100%
    $72M
  2. 15697
    Harvest Capital Assets, LLC247 clientsWealth manager
    LPL Financial 100%
    $72M
  3. 15698
    World Capital Advisors, LLCDenver, CO · 49 clientsWealth manager
    No custodian reported
    $72M
  4. 15699
    Silver Advisors, LLCNew York, NY · 14 clientsWealth manager
    J.P. Morgan 84%
    $72M
  5. 15702
    Epogee Capital Management, LLC4 clientsWealth manager
    Schwab 100%
    $72M
  6. 15704
    Obra Fund Management, LLCNew York, NY · 3 clientsAsset manager
    No custodian reported
    $72M
  7. 15705
    Schultze Asset Management, LPRye Brook, NY · 16 clientsPrivate fund adviser
    J.P. Morgan 50%Schwab 50%
    $72M
  8. 15707
    Clockwise Capital LLCMiami, FL · 151 clientsAsset manager
    Schwab 100%
    $72M
  9. 15708
    HV Capital ManagementMontgomery, NY · 60 clientsWealth manager
    Schwab 100%
    $72M
  10. 15712
    Main Street FinancialPurchase, NY · 98 clientsWealth manager
    Fidelity 100%
    $71M
  11. 15713
    Monthie Wealth AdvisorsLatham, NY · 115 clientsWealth manager
    Schwab 100%
    $71M
  12. 15714
    Axia Asset Management, LLC9 clientsWealth manager
    Fidelity 100%
    $71M
  13. 15715
    Planrock Wealth Strategies, LLCBrentwood, TN · 55 clientsWealth manager
    No custodian reported
    $71M
  14. 15716
    Wisdom Capital Asset Management, LLC29 clientsWealth manager
    Interactive Brokers 100%
    $71M
  15. 15717
    Fiduciary Management Group, LLCNew York, NY · 52 clientsWealth manager
    Schwab 100%
    $71M
  16. 15718
    Polaris Financial, LLC854 clientsWealth manager
    Altruist 95%
    $70M
  17. 15719
    Resolve Asset Management Inc.Toronto, Canada · 1 clientsAsset manager
    Interactive Brokers 100%
    $70M
  18. 15721
    Canterbury Investment Management, LLCZionsville, IN · 48 clientsWealth manager
    Schwab 100%
    $70M
  19. 15723
    Rochester InvestmentsRochester, NY · 147 clientsWealth manager
    Schwab 100%
    $70M
  20. 15724
    Tanaka Capital Management IncGreenwich, CT · 18 clientsAsset manager
    No custodian reported
    $69M
  21. 15725
    Abry Partners, LLCBoston, MA · 2 clientsPrivate fund adviser
    No custodian reported
    $69M
  22. 15727
    GEO CapitalSao Paulo/sp, Brazil · 9 clientsPrivate fund adviser
    No custodian reported
    $69M
  23. 15728
    Capital Formation Advisers LLC7 clientsWealth manager
    Merrill / Bank of America 68%
    $68M
  24. 15729
    Shield Wealth AdvisorsWilliamsville, NY · 109 clientsWealth manager
    Schwab 100%
    $68M
  25. 15730
    Bleecker Street Capital Management, LLCBrooklyn, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $68M
  26. 15731
    Parlin Advisors LLCHague, NY · 54 clientsWealth manager
    Schwab 100%
    $68M
  27. 15732
    Iconoclastic Capital Management LLCRochester, NY · 141 clientsWealth manager
    Altruist 100%
    $68M
  28. 15734
    Fifr214 clientsWealth manager
    Altruist 100%
    $68M
  29. 15735
    Black Hill Capital Partners, LLCSan Francisco, CA · 1 clientsWealth manager
    Interactive Brokers 100%
    $68M
  30. 15736
    Occam Capital Management, LLCPittsford, NY · 147 clientsWealth manager
    Schwab 100%
    $67M
  31. 15737
    Chlastawa, Allan F.70 clientsWealth manager
    Schwab 100%
    $67M
  32. 15738
    Vanquour LLCNew York, NY · 27 clientsWealth manager
    RBC 100%
    $67M
  33. 15739
    Honeoye Falls Capital LLCHoneoye Falls, NY · 17 clientsWealth manager
    No custodian reported
    $67M
  34. 15740
    Sygnus Capital LimtedKingston 5, Jamaica · 6 clientsPrivate fund adviser
    No custodian reported
    $67M
  35. 15741
    Sygnus Capital SL LimitedCastries, Saint Lucia · 6 clientsPrivate fund adviser
    No custodian reported
    $67M
  36. 15742
    Pare Partners LLCMiami, FL · 8 clientsPrivate fund adviser
    No custodian reported
    $67M
  37. 15743
    Watchstone Wealth Management LLC65 clientsWealth managerWrap sponsor
    Schwab 100%
    $67M
  38. 15744
    Alinea Advisory Services LLCNew York, NY · 115,693 clientsWealth managerWrap sponsor
    No custodian reported
    $67M
  39. 15745
    Clarion Call CapitalNew York, NYAsset manager
    Schwab 100%
    $66M
  40. 15746
    C & C Financial Services, Inc.Great Neck, NY · 46 clientsWealth manager
    Schwab 70%HSBC Private Bank 30%
    $66M

RIAs by state