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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. 16042
    Majority Asset Management, Inc.12 clientsWealth manager
    Schwab 81%
    $37M
  2. 16043
    Wharton Wealth Planning, LLCNew York, NY · 21 clientsWealth manager
    Interactive Brokers 96%
    $37M
  3. 16044
    Dark Horse Wealth LLCCazenovia, NY · 95 clientsWealth manager
    Schwab 100%
    $37M
  4. 16045
    Gemcorp Capital Advisors LLCNew York, NY · 2 clientsAsset manager
    No custodian reported
    $37M
  5. 16046
    Malt Partners Management LLCNashville, TN · 2 clientsPrivate fund adviser
    No custodian reported
    $36M
  6. 16047
    Stone Ridge Advisors26 clientsWealth manager
    Schwab 100%
    $36M
  7. 16048
    Concourse Capital Advisors, LLCAtlanta, GA · 1 clientsAsset manager
    No custodian reported
    $36M
  8. 16049
    Bertolet Capital LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $36M
  9. 16050
    B3 Wealth StrategiesBellevue, WA · 62 clientsWealth managerWrap sponsor
    No custodian reported
    $36M
  10. 16051
    Gurufocus Investments, LLCPlano, TX · 1 clientsAsset manager
    No custodian reported
    $36M
  11. 16052
    Eudaimonia WealthBuffalo, NY · 39 clientsWealth manager
    Schwab 100%
    $36M
  12. 16054
    Mohawk Capital Advisors, LLC36 clientsWealth manager
    Interactive Brokers 100%
    $36M
  13. 16055
    Palm Springs Advisory LLC25 clientsWealth manager
    Schwab 85%
    $36M
  14. 16056
    TAG Associates Florida LLCNew York, NYWealth manager
    Schwab 67%Morgan Stanley 33%
    $35M
  15. 16058
    Grand Slam Asset Management, LLCEnglewood Cliffs, NJ · 7 clientsPrivate fund adviser
    Interactive Brokers 100%
    $35M
  16. 16059
    Leatherback Asset Management, LLCPalm Beach Gardens, FL · 1 clientsAsset manager
    No custodian reported
    $35M
  17. 16060
    Talomon Capital LimitedLondon, United Kingdom · 2 clientsPrivate fund adviser
    No custodian reported
    $35M
  18. 16061
    Wealthnest Capital Inc.Staten Island, NY · 78 clientsWealth manager
    TradePMR / Robinhood 99%
    $35M
  19. 16063
    Grenda GroupBuffalo, NY · 176 clientsWealth manager
    No custodian reported
    $35M
  20. 16064
    Origin Investment Advisory LLC7,591 clientsWealth manager
    Drivewealth 100%
    $35M
  21. 16065
    Wealth Management Group AGZurich, Switzerland · 5 clientsWealth manager
    Cantonal Bank St. Gallen 100%
    $35M
  22. 16066
    Trust Investment Advisors Wealth Management, LLCIndianapolis, IN · 38 clientsWealth manager
    No custodian reported
    $34M
  23. 16067
    Gavltd International CorporationEl Paso, TX · 9 clientsAsset manager
    No custodian reported
    $34M
  24. 16068
    Grizzle Investment Management LLC1 clientsAsset manager
    No custodian reported
    $34M
  25. 16070
    Wrona Investment Management, LLC1 clientsAsset manager
    No custodian reported
    $34M
  26. 16071
    Upstate Advisers IncPittsford, NY · 21 clientsAsset manager
    Schwab 50%Vanguard 33%
    $34M
  27. 16072
    Stone Oak Capital LLCRochester, NY · 66 clientsWealth manager
    No custodian reported
    $34M
  28. 16074
    Gkfo, LLCW. Conshohocken, PA · 4 clientsWealth manager
    Schwab 100%
    $34M
  29. 16075
    R.G. Niederhoffer Capital Management, Inc.Sunny Isles Beach, FL · 10 clientsPrivate fund adviser
    No custodian reported
    $34M
  30. 16076
    Gulfstream Asset Management7 clientsWealth manager
    Schwab 100%
    $33M
  31. 16077
    Mittleman Value Partners LLC20 clientsAsset manager
    BNP Paribas Securities 85%
    $33M
  32. 16078
    Evestia Financial26 clientsAsset manager
    Schwab 75%Altruist 25%
    $33M
  33. 16079
    Acquirers Funds, LLCRolling Hills, CA · 1 clientsAsset manager
    No custodian reported
    $33M
  34. 16080
    Soloman Hill I LLCWealth manager
    No custodian reported
    $33M
  35. 16083
    Sage Tree WealthFairport, NY · 210 clientsWealth managerWrap sponsor
    Interactive Brokers 90%
    $33M
  36. 16084
    Lunin-Pack Planning and Advice, LLCCold Spring, NY · 38 clientsWealth manager
    SEI 100%
    $32M
  37. 16085
    DJA Capital Management, LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $32M
  38. 16088
    True Abundance Advisors21 clientsWealth manager
    Schwab 100%
    $32M
  39. 16090
    Ripl WealthFort Collins, CO · 37 clientsWealth manager
    No custodian reported
    $32M
  40. 16091
    Neo-Criterion Capital LimitedHong Kong, Hong Kong · 1 clientsPrivate fund adviser
    No custodian reported
    $32M

RIAs by state