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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. 16304
    Emerald Research Corp.1 clientsAsset manager
    No custodian reported
    $9M
  2. 16305
    Wayzata Investment Partners LLCWayzata, MN · 2 clientsPrivate fund adviser
    No custodian reported
    $9M
  3. 16307
    Harbourfront Wealth America Inc.Vancouver, Canada · 22 clientsWealth manager
    Interactive Brokers 100%
    $9M
  4. 16308
    Benjamins MoneyMcLean, VA · 5 clientsWealth manager
    RBC 100%
    $9M
  5. 16309
    Concreit Fund Management LLCSeattle, WA · 16,758 clientsPrivate fund adviser
    No custodian reported
    $9M
  6. 16310
    Sooner Private Financial LLCSalem, NH · 57 clientsWealth manager
    No custodian reported
    $9M
  7. 16312
    Bluevine Advisory LLCJersey City, NJ · 298 clientsAsset manager
    Pershing 100%
    $9M
  8. 16314
    Make the Memory Financial Planning38 clientsWealth manager
    Altruist 100%
    $9M
  9. 16315
    Khaveen InvestmentsKuala Lumpur, Wilayah Perseketuan, Malaysia · 15 clientsWealth manager
    Interactive Brokers 100%
    $9M
  10. 16316
    Tinicum Venture Partners LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $9M
  11. 16318
    Brimstone Asset Management Company LimitedHong Kong, China · 3 clientsPrivate fund adviser
    No custodian reported
    $8M
  12. 16319
    Matterhorn Investment Management LLPLondon, United Kingdom · 1 clientsPrivate fund adviser
    No custodian reported
    $8M
  13. 16321
    U.S. Cherry LLCSt. Petersburg, FL · 160 clientsAsset manager
    Schwab 85%
    $8M
  14. 16322
    Castleark Alternatives, LLCChicago, IL · 1 clientsPrivate fund adviser
    No custodian reported
    $8M
  15. 16323
    COX Capital ManagementSão Paulo, Brazil · 2 clientsPrivate fund adviser
    No custodian reported
    $8M
  16. 16324
    Masterworks Advisers, LLCNew York, NY · 1,045 clientsWealth manager
    No custodian reported
    $8M
  17. 16325
    Alpha-Lab Asset Management Inc.4 clientsWealth manager
    No custodian reported
    $8M
  18. 16326
    E. Agustoni, Golden Eagle ServicesUrdorf, Switzerland · 15 clientsWealth manager
    No custodian reported
    $8M
  19. 16327
    Blue Ocean Investment Partners19 clientsWealth managerWrap sponsor
    Interactive Brokers 100%
    $8M
  20. 16328
    Alphabit Investments, LLCForest City, IA · 1 clientsAsset manager
    No custodian reported
    $8M
  21. 16329
    Channel Investment Partners1 clientsAsset manager
    No custodian reported
    $8M
  22. 16331
    Breacher Capital Advisors, LLCStamford, CT · 3 clientsAsset manager
    No custodian reported
    $8M
  23. 16332
    XY InvestmentsHong Kong, Hong Kong · 2 clientsPrivate fund adviser
    No custodian reported
    $7M
  24. 16333
    Access Softek Advisory ServicesNaperville, IL · 2,223 clientsWealth manager
    Drivewealth 100%
    $7M
  25. 16334
    Coastal Equity Management, LLCPensacola, FL · 1 clientsAsset manager
    No custodian reported
    $7M
  26. 16335
    Global Autotrading113 clientsWealth manager
    Interactive Brokers 76%Tradier Brokerage 24%
    $7M
  27. 16336
    Cornerstone Advisors LLCFayetteville, AR · 71 clientsWealth manager
    Schwab 100%
    $7M
  28. 16337
    Matterhorn Investment Management (asia) LimitedHong Kong, Hong Kong · 1 clientsPrivate fund adviser
    No custodian reported
    $7M
  29. 16338
    Berlin Wealth Group AdvisorsColonia Granada, Mexico City, Mexico · 18 clientsWealth manager
    Interactive Brokers 100%
    $7M
  30. 16339
    Hypatia Capital Management LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $7M
  31. 16340
    Outerlands Capital Management, LLCNew York, NY · 4 clientsAsset manager
    No custodian reported
    $7M
  32. 16341
    Caltier Advisors, LLCPoway, CA · 2,304 clientsWealth manager
    No custodian reported
    $7M
  33. 16343
    Keel Capital ABStockholm, Sweden · 3 clientsPrivate fund adviser
    No custodian reported
    $7M
  34. 16344
    Acorn Asset Management LLCPrinceton, NJ · 12 clientsWealth manager
    Altruist 100%
    $7M
  35. 16346
    NewdaySouthbury, CTWealth manager
    Schwab 100%
    $7M
  36. 16347
    Wealthjar Investment Advisory, LLCHonolulu, HI · 46 clientsWealth manager
    Schwab 100%
    $6M
  37. 16348
    Xantos Labs, LLC102 clientsAsset manager
    Alpaca Securities 100%
    $6M
  38. 16349
    Aspire Wealth Advisory Group, LLCNew York, NYWealth manager
    Schwab 100%
    $6M
  39. 16350
    Lionshares LLCBrooklyn, NY · 1 clientsAsset manager
    No custodian reported
    $6M
  40. 16351
    Marketocracy Capital Management LLC50 clientsWealth managerWrap sponsor
    No custodian reported
    $6M

RIAs by state