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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. 16404
    Namsoft Advisors, LLC14 clientsWealth manager
    No custodian reported
    $3M
  2. 16405
    WhaleChicago, IL · 3,006 clientsWealth manager
    Alpaca Securities 100%
    $3M
  3. 16408
    Worth Charting LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $3M
  4. 16409
    Bryan Advisory Services, LLCCanonsburg, PA · 20 clientsAsset manager
    No custodian reported
    $2M
  5. 16410
    StackwellBoston, MA · 3,924 clientsWealth manager
    Apex Fintech 100%
    $2M
  6. 16411
    NED Davis Research, Inc.Sarasota, FL · 1,577 clientsAsset manager
    Schwab 100%
    $2M
  7. 16412
    Fingage Advisors LLC5 clientsWealth manager
    Broadridge Matrix 84%
    $2M
  8. 16413
    MagnifiBoulder, CO · 7,648 clientsWealth manager
    Apex Fintech 100%
    $2M
  9. 16414
    AI FundsSausalito, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $2M
  10. 16415
    I-Cthru Inc.8 clientsWealth manager
    Interactive Brokers 100%
    $2M
  11. 16416
    SavvyfiFranklin, TN · 307 clientsWealth manager
    No custodian reported
    $2M
  12. 16418
    EL Castillo Investments22 clientsWealth manager
    No custodian reported
    $2M
  13. 16419
    Swiss Alpine Wealth Management LLC6 clientsWealth manager
    Schwab 89%
    $2M
  14. 16420
    Insight Advisors, LLCLos Angeles, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $2M
  15. 16421
    Futuremoney RIAManchester, NH · 35,072 clientsWealth managerWrap sponsor
    No custodian reported
    $2M
  16. 16422
    Branson Fowlkes Russell IncHouston, TX · 1 clientsWealth manager
    No custodian reported
    $2M
  17. 16423
    Nemo Capital10 clientsWealth manager
    Interactive Brokers 100%
    $2M
  18. 16424
    Hexis Capital ManagementLondon, United Kingdom · 1 clientsAsset manager
    No custodian reported
    $2M
  19. 16425
    TO One Asset ManagementHr-10000 Zagreb, CroatiaAsset manager
    No custodian reported
    $2M
  20. 16426
    BVB and Partners S.A.Geneva, SwitzerlandWealth manager
    Bank Vontobel 62%EFG Bank 38%
    $2M
  21. 16427
    Dignum ET JustumSaint Augustine, FL · 1 clientsWealth manager
    No custodian reported
    $2M
  22. 16428
    Pmadvisers4 clientsWealth manager
    No custodian reported
    $2M
  23. 16429
    The Zillennial Advisors61 clientsWealth manager
    No custodian reported
    $1M
  24. 16430
    Procapita Partners, LLCNew York, NY · 14 clientsWealth manager
    No custodian reported
    $1M
  25. 16431
    Wolverine Investment Advisors, LLCAtlanta, GA · 9 clientsWealth manager
    Interactive Brokers 100%
    $1M
  26. 16433
    Maat Investment Group GmbhMunich, Germany · 6 clientsWealth manager
    Interactive Brokers 100%
    $1M
  27. 16434
    Colab CapitalSt. George, UTWealth manager
    No custodian reported
    $1M
  28. 16436
    OIA LTD12 clientsWealth manager
    No custodian reported
    $1M
  29. 16437
    CCM New Opportunities, LLCMerriam, KSPrivate fund adviser
    UMB Bank 100%
    $1M
  30. 16438
    Allvet Financial117 clientsWealth manager
    Altruist 100%
    $1M
  31. 16439
    Asesordeinversiones.com LTDRoad Town, Tortola, British Virgin IslandsAsset manager
    Apex Fintech 74%Stonex Financial 26%
    $1M
  32. 16440
    Portia Investment Advsors LTDLondon, United KingdomWealth manager
    No custodian reported
    $1M
  33. 16442
    Activealpha Investment AdvisorsMumbai, Maharashtra, India · 1 clientsAsset manager
    No custodian reported
    $1M
  34. 16443
    EnvisageGeneva, Switzerland · 1 clientsWealth manager
    No custodian reported
    $1M
  35. 16444
    OT Advisors LLCBoca Raton, FL · 1 clientsAsset manager
    No custodian reported
    $1M
  36. 16446
    Xetfs2 clientsAsset manager
    No custodian reported
    $957K
  37. 16447
    SimplevisorHouston, TX · 13 clientsWealth manager
    Pershing 100%
    $928K
  38. 16450
    Sidepocket IncorporatedSan Francisco, CA · 60 clientsWealth managerWrap sponsor
    Apex Fintech 100%
    $915K
  39. 16452
    Lighthouse6 clientsWealth manager
    Interactive Brokers 100%
    $886K
  40. 16454
    OLA Invierte, LLC54 clientsWealth manager
    No custodian reported
    $804K

RIAs by state