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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. 15747
    ACE & Company New York, Inc.New York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $66M
  2. 15750
    Stewardship Financial PlanningTarrytown, NY · 39 clientsWealth manager
    Schwab 100%
    $66M
  3. 15751
    Kineo Capital LLCNew York, NY · 18 clientsPrivate fund adviser
    Interactive Brokers 100%
    $65M
  4. 15752
    Evolution Vision Wealth Management98 clientsWealth manager
    Schwab 100%
    $65M
  5. 15753
    Florence Capital Advisors, LLC37 clientsPrivate fund adviser
    Interactive Brokers 100%
    $65M
  6. 15754
    N Financial PlansHuntington, NY · 95 clientsWealth manager
    Schwab 86%
    $65M
  7. 15755
    Malatai Capital LLCNew York, NY · 38 clientsWealth manager
    Interactive Brokers 100%
    $65M
  8. 15757
    Myra Wealth59 clientsWealth manager
    Schwab 100%
    $65M
  9. 15758
    Rosci Lamb, LLCNew York, NY · 15 clientsAsset manager
    Schwab 59%Ramsey Crookall 28%
    $65M
  10. 15761
    Build Asset ManagementJefferson City, MO · 2 clientsAsset manager
    Schwab 100%
    $65M
  11. 15762
    Goldstandard WealthMumbai, India · 39 clientsWealth manager
    Hdfc Bank 100%
    $65M
  12. 15763
    MCA Cross Border Capital Inc.Montréal, Canada · 92 clientsWealth manager
    National Bank Independent Network 72%Schwab 28%
    $65M
  13. 15764
    Mint Asset Management LLCNew York, NY · 56 clientsWealth manager
    Schwab 100%
    $65M
  14. 15766
    Serenity Capital Advisors Inc.Pittsford, NY · 48 clientsWealth manager
    Schwab 100%
    $64M
  15. 15767
    Springdale Capital47 clientsWealth manager
    No custodian reported
    $64M
  16. 15768
    OTG Asset Management, LTD.La Paz, Bolivia · 95 clientsWealth manager
    Douglas F. Brown Financial Services 100%
    $64M
  17. 15769
    SLP WealthDurham, NC · 1,657 clientsWealth manager
    Altruist 100%
    $64M
  18. 15770
    Sloan Advisory Group, Inc.Glens Falls, NY · 32 clientsWealth manager
    Schwab 100%
    $64M
  19. 15771
    Longhorn Capital Partners, L.P.Fort Worth, TX · 1 clientsPrivate fund adviser
    Wells Fargo 100%
    $64M
  20. 15772
    MH Investment Management Inc1 clientsAsset manager
    No custodian reported
    $63M
  21. 15773
    Access Real Estate, LLCLouisville, KY · 4 clientsPrivate fund adviser
    No custodian reported
    $63M
  22. 15774
    V Delima Investments Inc19 clientsWealth manager
    No custodian reported
    $63M
  23. 15775
    Wealthunite Advisors, LLCManhasset, NY · 48 clientsWealth manager
    Utmost Wealth Solutions 37%Rl360 26%Stocktrade 24%
    $63M
  24. 15776
    VN Capital Management, LLCGreensboro, NC · 1 clientsPrivate fund adviser
    No custodian reported
    $63M
  25. 15777
    Seraphim Capital Management, LLC180 clientsWealth manager
    LPL Financial 89%
    $63M
  26. 15779
    BackerSan Francisco, CA · 14,482 clientsWealth manager
    No custodian reported
    $63M
  27. 15780
    Advisor Financial Services, Inc.Chatham, NY · 223 clientsWealth manager
    No custodian reported
    $63M
  28. 15781
    Leslie Marie GiordanoGarden City, NY · 153 clientsWealth manager
    Schwab 100%
    $63M
  29. 15782
    Mountain View Strategic Wealth, LLCHopewell Junction, NY · 157 clientsWealth manager
    Fidelity 100%
    $63M
  30. 15783
    Northstar Financial Advisors LLC35 clientsWealth manager
    Schwab 100%
    $62M
  31. 15784
    Truehaven CapitalFranklin, TN · 28 clientsWealth manager
    Interactive Brokers 67%Schwab 33%
    $62M
  32. 15785
    BufferlabsHenderson, NV · 1 clientsAsset manager
    No custodian reported
    $62M
  33. 15786
    USA Mutuals Advisors, Inc.Concord, MA · 2 clientsAsset manager
    No custodian reported
    $62M
  34. 15787
    Birch Wealth ManagementRome, NY · 176 clientsWealth manager
    Schwab 100%
    $62M
  35. 15788
    Torma Capital LLPLondon, United Kingdom · 3 clientsAsset manager
    BNY 100%
    $62M
  36. 15791
    Capsigma Investment Partners LtdaSao Paulo, SP, Brazil · 3 clientsAsset manager
    BNY 100%
    $62M
  37. 15792
    Gruenstein Investments LLC5 clientsWealth manager
    Pershing 100%
    $61M
  38. 15793
    Harwood Capital LLPLondon, United Kingdom · 28 clientsAsset manager
    No custodian reported
    $61M
  39. 15794
    Hawks Point Capital Partners LLCRye Brook, NY · 2 clientsAsset manager
    No custodian reported
    $61M
  40. 15795
    Sbauer Funds, LLCCarmel, IN · 1 clientsAsset manager
    No custodian reported
    $61M

RIAs by state