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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. 16194
    Legacy Cornerstone Wealth LLCPeoria, AZ · 181 clientsWealth manager
    Schwab 62%American Funds & Trusts Incorporated 38%
    $22M
  2. 16195
    Moma InternationalPorto Alegre, Rio Grande Do Sul, Brazil · 48 clientsAsset manager
    Merrill / Bank of America 49%Morgan Stanley 27%Schwab 25%
    $22M
  3. 16197
    Passive Management LLCNew York, NY · 116 clientsWealth manager
    TradePMR / Robinhood 93%
    $22M
  4. 16198
    Iqvestment, LLC235 clientsAsset manager
    Drivewealth 100%
    $22M
  5. 16200
    RM Investment Strategies, LLCGrand Rapids, MIAsset manager
    Schwab 100%
    $22M
  6. 16201
    Draco EvolutionTaipei City, Taiwan, Republic of China · 1 clientsAsset manager
    No custodian reported
    $22M
  7. 16204
    Emerald Separate Account Management LLCLeola, PA · 1 clientsPrivate fund adviser
    No custodian reported
    $21M
  8. 16205
    Parco Wealth Management LLC191 clientsWealth manager
    No custodian reported
    $21M
  9. 16206
    RCP Advisors, LLCChicago, IL · 4 clientsPrivate fund adviser
    No custodian reported
    $21M
  10. 16207
    Childfree Wealth10 clientsWealth manager
    Altruist 100%
    $21M
  11. 16208
    Glass Retirement Strategies, Inc.West Bloomfield, MI · 11 clientsAsset manager
    Empower 85%
    $20M
  12. 16211
    Taylor Frigon Family Office, LLCScottsdale, AZWealth manager
    Schwab 100%
    $20M
  13. 16214
    Icon Financial Services LLCPortland, OR · 4,178 clientsWealth managerWrap sponsor
    Apex Fintech 100%
    $20M
  14. 16215
    Robinson Investment Group Inc58 clientsWealth manager
    No custodian reported
    $20M
  15. 16216
    Alpha Growth Management LLCDelray Beach, FL · 1 clientsAsset manager
    No custodian reported
    $20M
  16. 16217
    Brendan Wood Topgun Partnerships Inc.Toronto, Canada · 1 clientsAsset manager
    No custodian reported
    $20M
  17. 16218
    Marnoa Private Wealth Counsel LTD.Waterloo,ontario, Canada · 59 clientsWealth manager
    Pershing 100%
    $19M
  18. 16219
    Rainwater Equity LLC1 clientsAsset manager
    No custodian reported
    $19M
  19. 16220
    Chanakya Capital Partners Ifsc LLPGandhinagar, Gujarat, India · 2 clientsPrivate fund adviser
    No custodian reported
    $19M
  20. 16221
    Cubetech Capital, LLCNew Territories, Hong Kong · 2 clientsWealth manager
    No custodian reported
    $19M
  21. 16222
    Ryan Heritage, LLPSaddle Brook, NJ · 1 clientsAsset manager
    J.P. Morgan 100%
    $19M
  22. 16225
    MGH Asset ManagementWellington, New Zealand · 1 clientsPrivate fund adviser
    No custodian reported
    $18M
  23. 16227
    Cumberland Hill Capital Management LLCDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $18M
  24. 16228
    ETF Model Solutions, LLCAppleton, WI · 108 clientsWealth managerWrap sponsor
    Betterment 70%American Trust Custody 30%
    $18M
  25. 16229
    Rapid Scale LLC11 clientsPrivate fund adviser
    No custodian reported
    $18M
  26. 16230
    Public Safety Financial/gallowayMesa, AZ · 74 clientsWealth manager
    Pershing 100%
    $18M
  27. 16231
    Bloom Investment Advisors, LLCSan Francisco, CA · 71,486 clientsWealth manager
    Alpaca Securities 100%
    $18M
  28. 16232
    Archway Private Wealth LLCManchester, United Kingdom · 37 clientsWealth manager
    Pershing 40%Rl360 29%
    $17M
  29. 16233
    Atlas Capital1 clientsAsset manager
    No custodian reported
    $17M
  30. 16234
    Precidian Funds LLCNewtown, PA · 11 clientsAsset manager
    No custodian reported
    $17M
  31. 16236
    Ursa Financial, LLC118 clientsWealth managerWrap sponsor
    Drivewealth 100%
    $17M
  32. 16240
    Fama Re.capital LtdaSao Paulo, Brazil · 4 clientsPrivate fund adviser
    No custodian reported
    $16M
  33. 16242
    Sweater Industries LLCBoulder, CO · 2 clientsAsset manager
    No custodian reported
    $16M
  34. 16243
    Cashmere1 clientsAsset manager
    No custodian reported
    $16M
  35. 16244
    Nextgen EMP1 clientsAsset manager
    No custodian reported
    $16M
  36. 16245
    Aperture Advisors LLC5 clientsWealth manager
    Schwab 100%
    $16M
  37. 16246
    Atwood Financial Planning LLC939 clientsWealth manager
    Vanguard 100%
    $16M
  38. 16248
    Caterer Goodman Partners LTD68 clientsWealth manager
    Interactive Brokers 62%Citi 26%
    $15M
  39. 16250
    LGM Capital Management LLCPhoenix, AZ · 1 clientsAsset manager
    No custodian reported
    $15M
  40. 16252
    BeanstoxMontreal, Quebec, Canada · 10,048 clientsWealth managerWrap sponsor
    Dtcc 100%
    $15M

RIAs by state