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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. 15898
    Plettenberg Capital Management, LLCNew York, NY · 8 clientsPrivate fund adviser
    Clear Street 100%
    $51M
  2. 15899
    Entrepreneurshares LLCBoston, MA · 1 clientsAsset manager
    No custodian reported
    $50M
  3. 15900
    Portfolio Strategies IncTacoma, WA · 289 clientsWealth manager
    Schwab 73%Axos 27%
    $50M
  4. 15902
    Silver Capital Management, LLC42 clientsWealth manager
    Pershing 100%
    $50M
  5. 15903
    One68 Global Capital, LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $50M
  6. 15904
    Foxpath Capital Partners LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $50M
  7. 15905
    Pamalican Asset Management LimitedHong Kong, Hong Kong · 1 clientsPrivate fund adviser
    No custodian reported
    $50M
  8. 15906
    Toccata CapitalAsset manager
    State Street 100%
    $50M
  9. 15907
    DV Capital Management, LLC22 clientsWealth manager
    No custodian reported
    $50M
  10. 15908
    Altai Capital Management, L.P.1 clientsWealth manager
    Goldman Sachs 39%Morgan Stanley 33%Schwab 27%
    $50M
  11. 15909
    Boundary Creek Advisors LP6 clientsPrivate fund adviser
    No custodian reported
    $50M
  12. 15910
    Albright Capital Management LPArlington, VA · 2 clientsPrivate fund adviser
    No custodian reported
    $50M
  13. 15911
    Bancreek Capital Management, LPSanta Monica, CA · 1 clientsAsset manager
    J.P. Morgan 100%
    $49M
  14. 15912
    Arène Capital Management LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $49M
  15. 15913
    ARM Financial LLC60 clientsWealth manager
    Interactive Brokers 100%
    $49M
  16. 15915
    Alexander Beard (USA) Inc.Ellesmere Port, Cheshire, United Kingdom · 75 clientsWealth manager
    Novia Global Limited 72%Dentons Pension Management LTD 28%
    $49M
  17. 15916
    Hudson CompaniesPearl River, NY · 172 clientsWealth manager
    LPL Financial 100%
    $49M
  18. 15917
    KPC Terrapin Group LLCNew York, NY · 23 clientsWealth manager
    Schwab 61%Pershing 39%
    $49M
  19. 15918
    Swarthmore Asset Management LTDNew York, NY · 25 clientsWealth manager
    Schwab 100%
    $49M
  20. 15921
    Byron Place Capital Management, LLCMetuchen, NJ · 39 clientsWealth manager
    Interactive Brokers 100%
    $48M
  21. 15922
    Brandon Hill Wealth Management, LLC19 clientsWealth manager
    Schwab 72%J.P. Morgan 28%
    $48M
  22. 15923
    Southwestern Money Management LLCSan Antonio, TX · 19 clientsWealth manager
    No custodian reported
    $48M
  23. 15924
    American Wealth Administration Group LLCGlen Cove, NY · 167 clientsWealth manager
    Fidelity 100%
    $48M
  24. 15925
    Best Life Infinity, LLCColorado Springs, CO · 110 clientsWealth manager
    Interactive Brokers 100%
    $48M
  25. 15926
    Beck Asset Management SAZurich, Switzerland · 24 clientsWealth manager
    Bank Vontobel AG 55%DZ Privatbank (schweiz) AG 44%
    $48M
  26. 15930
    ASA Asset Management LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $48M
  27. 15931
    Cadogan ParkVancouver, B.C., Canada · 76 clientsWealth manager
    No custodian reported
    $47M
  28. 15932
    Hilbert 8, LLCNew York, NY · 24 clientsWealth manager
    Morgan Stanley 71%Stonex Financial 29%
    $47M
  29. 15935
    Just FuturesSan Francisco, CA · 172 clientsAsset manager
    Vestwell Trust 59%Schwab 35%
    $47M
  30. 15936
    CBF Advisors, LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $47M
  31. 15937
    Cambridge Advisors, LLCWilliamsville, NY · 61 clientsWealth manager
    Schwab 100%
    $47M
  32. 15938
    Glassman Wealth Management LLC25 clientsWealth manager
    Schwab 100%
    $46M
  33. 15939
    Boerum Hill Financial Advisors LLCBrooklyn, NY · 87 clientsWealth manager
    Schwab 100%
    $46M
  34. 15940
    Seaport Global Advisors, LLCBoston, MA · 1 clientsAsset manager
    No custodian reported
    $46M
  35. 15941
    Investire LLCBuenos Aires, Argentina · 132 clientsWealth manager
    Interactive Brokers 100%
    $46M
  36. 15942
    Integrity Advisory Partners LLCNew York, NY · 40 clientsWealth manager
    Schwab 100%
    $46M
  37. 15943
    Sphinx Investments LLC126 clientsWealth manager
    No custodian reported
    $46M
  38. 15944
    Insights InvestmentsPalo Alto, CA · 33,896 clientsWealth managerWrap sponsor
    Alpaca Securities 56%Interactive Brokers 44%
    $46M
  39. 15945
    Heritage Strategic Wealth, LLCCary, IL · 27 clientsWealth manager
    Schwab 100%
    $46M
  40. 15947
    Quantessence Capital1 clientsAsset manager
    Morgan Stanley 100%
    $45M

RIAs by state