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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. 16145
    Rosecliff Capital Advisory LLCNew York, NY · 185 clientsWealth managerWrap sponsor
    Schwab 100%
    $27M
  2. 16146
    Dorian Eason Asset Management, LLCMemphis, TN · 40 clientsWealth manager
    Schwab 92%
    $27M
  3. 16147
    Kronos Wealth Management60 clientsWealth manager
    Schwab 100%
    $27M
  4. 16149
    Intelligent Alpha LLCMinneapolis, MN · 2 clientsAsset manager
    No custodian reported
    $27M
  5. 16150
    Ikos CIF LimitedLimassol, Cyprus · 1 clientsPrivate fund adviser
    No custodian reported
    $27M
  6. 16151
    Museum Mile Funds LLCNew York, NY · 1 clientsPrivate fund adviser
    Schwab 62%Fidelity 38%
    $27M
  7. 16152
    DDO Advisory Services, LLCRhinebeck, NY · 46 clientsWealth manager
    Altruist 63%Pershing 37%
    $27M
  8. 16153
    Safe Harbor Asset Management, Inc.Huntington, NY · 28 clientsWealth manager
    Schwab 100%
    $27M
  9. 16156
    Alton Road Capital, LPVero Beach, FL · 1 clientsWealth manager
    Morgan Stanley 100%
    $27M
  10. 16157
    QuantbaseNew York, NY · 5,887 clientsWealth manager
    Alpaca Securities 100%
    $27M
  11. 16159
    JPS Advisors LLC14 clientsWealth manager
    Interactive Brokers 100%
    $27M
  12. 16160
    Spring Street WealthNew York, NY · 30 clientsWealth manager
    Schwab 100%
    $26M
  13. 16161
    Beagle Invest2,512 clientsWealth manager
    Apex Fintech 100%
    $26M
  14. 16162
    Wealth2b32,225 clientsWealth manager
    Alpaca Securities 100%
    $26M
  15. 16163
    Investall, Inc.New York, NY · 6,999 clientsWealth manager
    Morgan Stanley 82%
    $26M
  16. 16165
    Triaxx Asset Management LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $26M
  17. 16167
    Xcellerant Ventures, LLCScottsdale, AZ · 2 clientsPrivate fund adviser
    No custodian reported
    $26M
  18. 16168
    BZ Wealth Advisors, LLCLittleton, CO · 34 clientsWealth manager
    Schwab 100%
    $26M
  19. 16169
    Simco FinancialCanandaigua, NY · 24 clientsAsset manager
    No custodian reported
    $26M
  20. 16170
    Dantes Outlook20 clientsWealth manager
    No custodian reported
    $26M
  21. 16171
    Elevate Planners44 clientsWealth managerWrap sponsor
    No custodian reported
    $26M
  22. 16172
    Derryrush WealthWest Sayville, NY · 31 clientsWealth manager
    Schwab 100%
    $26M
  23. 16173
    Trowbridge Capital Partners LLC.4 clientsWealth managerBank-affiliated
    Schwab 63%Interactive Brokers 37%
    $26M
  24. 16174
    MAP Funds Management, LLCMarblehead, MA · 1 clientsPrivate fund adviser
    No custodian reported
    $26M
  25. 16175
    Finiat, LLCMount Dora, FL · 1 clientsAsset manager
    No custodian reported
    $26M
  26. 16176
    Blacksand Capital Management I, LLCHonolulu, HI · 2 clientsPrivate fund adviser
    No custodian reported
    $25M
  27. 16177
    FruitfulNew York, NY · 351 clientsWealth manager
    Apex Fintech 100%
    $25M
  28. 16179
    Oak Tree Advisory Services Inc40 clientsWealth manager
    No custodian reported
    $25M
  29. 16180
    Tall Pines Capital, LLCOak Brook, IL · 63 clientsWealth managerWrap sponsor
    Schwab 100%
    $25M
  30. 16181
    Christensen Group Financial, LLCEden Prairie, MN · 270 clientsWealth manager
    Altruist 100%
    $25M
  31. 16182
    Fund Asset ManagersReno, NV · 4 clientsPrivate fund adviser
    No custodian reported
    $25M
  32. 16183
    Worldline Capital PTE. LTD.Hong Kong, Hong Kong · 1 clientsAsset manager
    No custodian reported
    $24M
  33. 16184
    Bullet Ventures Management LTD1 clientsPrivate fund adviser
    No custodian reported
    $24M
  34. 16185
    Gunn Wealth Management LLC100 clientsWealth manager
    No custodian reported
    $24M
  35. 16186
    GBG Wealth Management LLCLone Tree, CO · 31 clientsWealth manager
    Fidelity 100%
    $24M
  36. 16187
    LFN Advisors Inc.Muskegon, MI · 179 clientsWealth manager
    Schwab 95%
    $24M
  37. 16188
    Rhizome Capital Management LLC4 clientsWealth manager
    Interactive Brokers 100%
    $24M
  38. 16189
    Pacific Harbor Holdings, LimitedHong Kong, Hong Kong · 1 clientsPrivate fund adviser
    No custodian reported
    $23M
  39. 16190
    Richline Capital Management Inc.Markham, Ontario, Canada · 28 clientsWealth manager
    Interactive Brokers 100%
    $23M
  40. 16193
    IRM Management12 clientsWealth manager
    Schwab 100%
    $23M

RIAs by state