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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. 16253
    FWG Investment ManagementWinter Park, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $14M
  2. 16254
    Networth CapitalMexico City, Mexico · 220 clientsWealth manager
    Interactive Brokers 100%
    $14M
  3. 16255
    Ginkgo Global LimitedShanghai, China · 2 clientsPrivate fund adviser
    No custodian reported
    $14M
  4. 16256
    Holistic Finance LLC265 clientsWealth manager
    Altruist 100%
    $14M
  5. 16258
    Honeytree Investment Management12 clientsAsset manager
    Credential Qtrade Securities 100%
    $14M
  6. 16259
    Overseas Capital Management LLCJing An District, Shanghai, China · 37 clientsWealth manager
    Interactive Brokers 100%
    $14M
  7. 16260
    Harmonic Capital, LLC1 clientsAsset manager
    No custodian reported
    $13M
  8. 16261
    South Ocean Management LTD.Wanchai, Hong Kong · 19 clientsWealth manager
    Canacord Genuity Wealth 100%
    $13M
  9. 16263
    PEO Partners, LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $13M
  10. 16264
    Argos Global Advisors, LLCSanta Barbara, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $13M
  11. 16265
    Private Capital Asset Management LLCDarien, CT · 8 clientsWealth manager
    Pershing 100%
    $13M
  12. 16266
    D.A.C. Davis Investment Counsel, Inc.Toronto, Ontario, Canada · 11 clientsWealth manager
    Nbin 78%UBS 22%
    $13M
  13. 16268
    Ivy Invest CorporationSan Francisco, CA · 1 clientsAsset manager
    No custodian reported
    $13M
  14. 16269
    Alpha Blue Capital1 clientsAsset manager
    No custodian reported
    $13M
  15. 16270
    New West Asset Management19 clientsPrivate fund adviser
    Schwab 100%
    $13M
  16. 16271
    Lobnek Wealth Management Inc.Geneva, Switzerland · 12 clientsWealth manager
    Bank Vontobel AG 100%
    $12M
  17. 16273
    Tripacific Capital Advisors, LLCIrvine, CA · 1 clientsAsset manager
    No custodian reported
    $12M
  18. 16276
    Palos Management Inc.Montreal, Quebec, Canada · 8 clientsWealth manager
    Schwab 100%
    $12M
  19. 16277
    Mkam ETF LLCLas Vegas, NV · 1 clientsAsset manager
    No custodian reported
    $12M
  20. 16278
    Value Trend Capital Management LPEl Cajon, CA · 1 clientsAsset manager
    No custodian reported
    $12M
  21. 16279
    Balance Cash Management Inc.San Francisco, CA · 52 clientsAsset manager
    Apex Fintech 74%Bivo Financial 26%
    $12M
  22. 16280
    Directional Financial ServicesSeattle, WA · 34 clientsWealth manager
    Schwab 100%
    $11M
  23. 16281
    Northfront Financial USA IncCalgary, Alberta, Canada · 33 clientsWealth managerWrap sponsor
    RBC 100%
    $11M
  24. 16282
    Advisors Crypto, Inc.Austin, TX · 74 clientsWealth manager
    Schwab 100%
    $11M
  25. 16283
    Bancreek Capital Strategies, LLCSanta Monica, CA · 1 clientsAsset manager
    No custodian reported
    $11M
  26. 16284
    Delta CapitalSantana De Parnaiba, Brazil · 29 clientsWealth manager
    Tastytrade 100%
    $11M
  27. 16286
    Highline Asset Management, LLCSherman Oaks, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $11M
  28. 16287
    Gravity Capital Partners, LLCAsset manager
    Fidelity 100%
    $11M
  29. 16288
    Everkey Financial LLCKaty, TXAsset manager
    Fidelity 66%Stancorp Equities 34%
    $11M
  30. 16289
    Volt Equity LLCSan Francisco, CA · 1 clientsAsset manager
    No custodian reported
    $10M
  31. 16290
    Trustee Empowerment & Protection, Inc.Troy, MI · 3 clientsAsset manager
    Amalgamated Investment Management 100%
    $10M
  32. 16291
    SP FundsLake Mary, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $10M
  33. 16292
    Armada EtfsNovi, MI · 2 clientsAsset manager
    No custodian reported
    $10M
  34. 16293
    Parvin Fund ManagementSioux Falls, SD · 1 clientsAsset manager
    No custodian reported
    $10M
  35. 16295
    Premium 72 Capital10 clientsWealth manager
    No custodian reported
    $10M
  36. 16296
    TinderwealthWealth manager
    Interactive Brokers 75%Schwab 25%
    $10M
  37. 16297
    Typhon Advisors, LLCMiami Beach, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $10M
  38. 16300
    HDI Capital LLCAsset manager
    Interactive Brokers 88%
    $10M
  39. 16302
    Navalfa Activos AlternativosMexico City, Mexico · 13 clientsPrivate fund adviser
    Interactive Brokers 100%
    $9M
  40. 16303
    Virgo Digital Asset Management Inc.North York, Canada · 33 clientsWealth manager
    Interactive Brokers 100%
    $9M

RIAs by state