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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. 15994
    Connetic VenturesCovington, KY · 2 clientsAsset manager
    No custodian reported
    $41M
  2. 15995
    Victoryarc Holdings LPGreenwich, CT · 2 clientsPrivate fund adviser
    No custodian reported
    $41M
  3. 15996
    Worthington Capital Management, LLCMemphis, TN · 2 clientsPrivate fund adviser
    No custodian reported
    $41M
  4. 15998
    Twentythree AdvisoryNew York, NY · 4 clientsWealth manager
    Schwab 100%
    $41M
  5. 15999
    Goose Hollow Capital Management LLCTenafly, NJ · 1 clientsAsset manager
    No custodian reported
    $41M
  6. 16000
    Frank Capital Partners LLC19 clientsAsset manager
    Interactive Brokers 100%
    $41M
  7. 16001
    Senior Financial and Realty Assoc.87 clientsWealth managerWrap sponsor
    Schwab 100%
    $41M
  8. 16002
    McNeill Capital, LLCSaratoga Springs, NY · 42 clientsWealth manager
    No custodian reported
    $41M
  9. 16003
    O'brien Capital Management, Inc.Nyack, NY · 43 clientsWealth manager
    Schwab 100%
    $41M
  10. 16004
    II Technology, LLCAustin, TX · 26 clientsWealth manager
    Schwab 100%
    $40M
  11. 16005
    Arcap Partners LLCPlainview, NY · 34 clientsWealth manager
    Interactive Brokers 100%
    $40M
  12. 16006
    International Financial Planning LLC5 clientsWealth manager
    Interactive Brokers 100%
    $40M
  13. 16007
    Magellan Financial Solutions LLCWarwick, NY · 44 clientsWealth manager
    Fidelity 100%
    $40M
  14. 16008
    Lighthouse Swiss Wealth Advisors AGZUG, Switzerland · 23 clientsWealth manager
    Kaiser Partner Privatbank 84%
    $40M
  15. 16010
    CIO Capital Group LLCNew York, NY · 7 clientsWealth managerWrap sponsor
    Fidelity 100%
    $40M
  16. 16012
    Days Global AdvisorsHouston, TX · 2 clientsAsset manager
    Schwab 100%
    $40M
  17. 16013
    2201 Capital, LLCNew York, NY · 5 clientsWealth manager
    Schwab 100%
    $40M
  18. 16014
    ArimatheaFort Bragg, CA · 23 clientsAsset manager
    No custodian reported
    $40M
  19. 16015
    NOW Asset Management LLCPurchase, NY · 1 clientsPrivate fund adviser
    Goldman Sachs 100%
    $40M
  20. 16018
    Bequest Capital LLCSarasota, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $40M
  21. 16020
    IHS Wealth Management LLCOyster Bay, NY · 23 clientsWealth manager
    Interactive Brokers 100%
    $39M
  22. 16021
    Apollo Wealth Management, LLC10 clientsAsset manager
    No custodian reported
    $39M
  23. 16022
    Gilead Capital LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $39M
  24. 16023
    Amidon & Petersen Financials, LLCAlbany, NY · 139 clientsWealth manager
    Schwab 98%
    $39M
  25. 16024
    Trunorth Financial LLC123 clientsWealth manager
    Schwab 100%
    $39M
  26. 16025
    Peak Wealth ManagementSaratoga Springs, NY · 50 clientsWealth manager
    Schwab 100%
    $39M
  27. 16026
    Native American Fund Advisors LLCTulsa, OK · 4 clientsAsset manager
    Schwab 100%
    $39M
  28. 16028
    Hawkeye Partners, LP2 clientsPrivate fund adviser
    No custodian reported
    $38M
  29. 16029
    The Eastrade Asset Management Corporation61 clientsWealth manager
    American Century Investments 87%
    $38M
  30. 16030
    Anthony Capital Management, LLCDe Pere, WI · 1 clientsAsset manager
    No custodian reported
    $38M
  31. 16031
    Clearview Financial Planning, Inc.Southold, NY · 17 clientsWealth manager
    Schwab 100%
    $38M
  32. 16032
    Artesian Capital Management (delaware) LPNew York, NY · 2 clientsAsset manager
    Schwab 100%
    $38M
  33. 16033
    Heron FinanceSan Francisco, CA · 272 clientsWealth managerWrap sponsor
    Inspira 100%
    $38M
  34. 16034
    Paramount Wealth AdvisorsBuffalo, NY · 64 clientsWealth manager
    Schwab 100%
    $38M
  35. 16035
    Volumetric Advisers4 clientsAsset manager
    No custodian reported
    $38M
  36. 16037
    Acruence Capital, LLCDallas, TX · 1 clientsAsset manager
    No custodian reported
    $37M
  37. 16038
    LEO Wealth Management, LLCStaten Island, NY · 79 clientsWealth manager
    Schwab 100%
    $37M
  38. 16039
    Palladium Heritage Management, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $37M
  39. 16040
    Select Investment Solutions, LLCWashington, DC · 32 clientsAsset manager
    Fidelity Distributors Company 88%
    $37M
  40. 16041
    Disciplined Alpha LLCBoston, MA · 4 clientsAsset manager
    Schwab 100%
    $37M

RIAs by state