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Est. 2026The front page of wealth managementNew York

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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. 16092
    Cambridge Wealth Management, LLCCambridge, NY · 26 clientsWealth manager
    Schwab 100%
    $32M
  2. 16095
    Patterson Partners LTD.Hamilton, Bermuda · 16 clientsWealth manager
    No custodian reported
    $31M
  3. 16097
    TVV Advisers, LLCPleasanton, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $31M
  4. 16098
    First Step Wealth Planning19 clientsWealth manager
    Schwab 100%
    $31M
  5. 16099
    Whippoorwill Associates IncWhite Plains, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $31M
  6. 16100
    MCA Cross Border Advisors Inc.Montreal, Canada · 39 clientsWealth manager
    Interactive Brokers 100%
    $31M
  7. 16101
    Brightstone Capital Management, LLCSt. Clair, Port of Spain, Trinidad and Tobago · 32 clientsAsset manager
    Interactive Brokers 100%
    $31M
  8. 16102
    Tifin GiveBoulder, COAsset manager
    Schwab 100%
    $31M
  9. 16103
    Manikay PartnersNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $31M
  10. 16104
    Zero DAY Capital Enterprises LLC131 clientsWealth manager
    Schwab 100%
    $31M
  11. 16105
    Old Field Advisors LLC10 clientsWealth manager
    Schwab 100%
    $31M
  12. 16110
    Alphyn Capital Management LLCHicksville, NY · 6 clientsWealth manager
    Interactive Brokers 100%
    $30M
  13. 16111
    Wesfair Advisory Group, Inc.Chappaqua, NY · 11 clientsWealth manager
    Schwab 100%
    $30M
  14. 16112
    Parrot Finance, Inc.10,134 clientsWealth manager
    TradePMR / Robinhood 100%
    $30M
  15. 16113
    NO Other Primary Business Name94 clientsWealth manager
    No custodian reported
    $30M
  16. 16114
    OctavewealthSan Francisco, CA · 8,400 clientsWealth manager
    Matrix Trust 100%
    $30M
  17. 16115
    Emerge Capital ManagementBuffalo, NY · 2 clientsAsset manager
    No custodian reported
    $30M
  18. 16116
    Castfirm Advisors LLCGarden City, NY · 29 clientsWealth manager
    Schwab 100%
    $30M
  19. 16117
    Lotus Investment AdvisorsRye, NY · 12 clientsWealth manager
    No custodian reported
    $30M
  20. 16118
    Old Bellows Partners L.P.New York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $30M
  21. 16119
    Seneca Private Wealth, LLCLos Angeles, CA · 37 clientsWealth manager
    Schwab 100%
    $30M
  22. 16120
    Port Capital ManagementMassapequa, NY · 23 clientsWealth manager
    Schwab 100%
    $30M
  23. 16121
    Metis Capital Management LLC21 clientsWealth manager
    No custodian reported
    $30M
  24. 16122
    AJO Vista, AN Emerald CompanyLeola, PAAsset manager
    U.S. Bank 60%M&t Bank 40%
    $29M
  25. 16123
    S. Williams Capital, LLCNew York, NY · 17 clientsWealth manager
    Interactive Brokers 100%
    $29M
  26. 16124
    BunkerSan Francisco, CA · 138 clientsWealth manager
    Interactive Brokers 84%
    $29M
  27. 16125
    Goldstone Portfolios Incorporated28 clientsWealth manager
    Schwab 100%
    $29M
  28. 16126
    Global Beta AdvisorsWest Chester, PAAsset manager
    Wells Fargo 100%
    $29M
  29. 16128
    School of Personal Finance32 clientsWealth manager
    Schwab 100%
    $29M
  30. 16129
    Ardinall Investment Management LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $29M
  31. 16132
    Mount Murray Investment Inc.Montreal, Quebec, Canada · 5 clientsAsset manager
    Northern Trust 72%Interactive Brokers 28%
    $28M
  32. 16133
    SIP Financial ServicesGlenville, NY · 72 clientsWealth manager
    Schwab 100%
    $28M
  33. 16135
    Derivaty CoWhite Plains, NY · 3 clientsAsset manager
    Fidelity 93%
    $28M
  34. 16136
    DA INVLondon, United Kingdom · 110,459 clientsWealth manager
    Alpaca Securities 100%
    $28M
  35. 16137
    Eden Advisory Services, LLCAlbany, NY · 177 clientsWealth manager
    No custodian reported
    $28M
  36. 16138
    Fanclub Sports Capital172 clientsAsset manager
    No custodian reported
    $28M
  37. 16140
    GFM Asset Management LLCWeinfelden, Switzerland · 42 clientsWealth manager
    Interactive Brokers 98%
    $28M
  38. 16141
    CQL Capital ManagementChesterfield, MOAsset manager
    No custodian reported
    $27M
  39. 16143
    Maidstone Wealth Management, LLCCambridge, NY · 33 clientsWealth manager
    Interactive Brokers 100%
    $27M
  40. 16144
    Avrio Wealth LLCNew York, NY · 35 clientsWealth manager
    Schwab 100%
    $27M

RIAs by state