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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. 16506
    Wealthmeup Advisors LLCNew York, NY · 42 clientsWealth manager
    Betterment 100%
    $76K
  2. 16507
    Savvly AdvisorBoulder, CO · 2 clientsPrivate fund adviser
    No custodian reported
    $75K
  3. 16508
    SocialtraderSan Diego, CA · 31 clientsWealth manager
    Interactive Brokers 100%
    $73K
  4. 16510
    Arnie Advisors LLC1 clientsAsset manager
    Interactive Brokers 100%
    $52K
  5. 16511
    Autonomous Wealth Management LLCBrooklyn, NY · 15 clientsWealth manager
    No custodian reported
    $46K
  6. 16512
    Candlestick AI200 clientsWealth manager
    Alpaca Securities 100%
    $40K
  7. 16514
    Matty AI Inc.Greenville, SC · 135 clientsWealth manager
    Alpaca Securities 100%
    $39K
  8. 16515
    Omen Advisory, LLCNew York, NY · 94 clientsWealth manager
    Alpaca Securities 100%
    $36K
  9. 16516
    Antigravity Investments2 clientsWealth manager
    Altruist 100%
    $35K
  10. 16517
    Amaltash Advisors16 clientsWealth manager
    Alpaca Securities 100%
    $34K
  11. 16518
    Cagr Finance LLCLewes, DEWealth manager
    Interactive Brokers 100%
    $32K
  12. 16519
    LET BOB Advisory, LLC249 clientsWealth manager
    No custodian reported
    $29K
  13. 16520
    Wealthie AdvisorsBrooklyn, NY · 104 clientsWealth manager
    Rqd* Clearing 100%
    $27K
  14. 16521
    Valur Robo AdvisorsNew York, NY · 14 clientsWealth manager
    Schwab 100%
    $27K
  15. 16522
    Esmeb IncWealth manager
    No custodian reported
    $26K
  16. 16523
    Echo Financial Advisors, LLC2 clientsWealth manager
    No custodian reported
    $24K
  17. 16524
    RewbixAustin, TX · 5 clientsWealth manager
    Interactive Brokers 0%Alpaca Securities 0%
    $20K
  18. 16526
    Quantca FinancialEdmonds, WA · 2 clientsWealth manager
    Interactive Brokers 100%
    $10K
  19. 16527
    Croboearn10 clientsWealth manager
    No custodian reported
    $10K
  20. 16528
    NestvstSugar Land, TX · 5 clientsWealth manager
    Alpaca Securities 100%
    $7K
  21. 16529
    Talkabouthealth DBA Advizmo7 clientsWealth manager
    No custodian reported
    $5K
  22. 16530
    EL Menudo Cuenta LLCMiami, FL · 11 clientsWealth managerWrap sponsor
    Interactive Brokers 100%
    $4K
  23. 16531
    Crecer20 clientsWealth managerWrap sponsor
    No custodian reported
    $4K
  24. 16532
    Mary & PIP7 clientsWealth managerWrap sponsor
    Alpaca Securities 100%
    $2K
  25. 16533
    Musaffa LLCNew York, NYWealth manager
    No custodian reported
    $2K
  26. 16534
    Illuminate10 clientsWealth managerWrap sponsor
    Interactive Brokers 100%
    $2K
  27. 16535
    Fivancial Advisors, Inc.Dallas, TX · 96 clientsWealth manager
    No custodian reported
    $1K
  28. 16539
    Endowe Advisory LLCSan Jose, CA · 3 clientsWealth manager
    Interactive Brokers 100%
    $0K
  29. 16540
    Xoomfi AdvisorsSan Jose, CA · 3 clientsWealth manager
    No custodian reported
    $0K
  30. 16541
    Asal InvestArlington, VA · 4 clientsWealth manager
    No custodian reported
    $0K
  31. 16542
    ANT Money AdvisorsNewport Beach, CA · 5 clientsWealth managerWrap sponsor
    No custodian reported
    $0K
  32. 16543
    AFT US Capital LLCSan Francisco, CA · 5 clientsAsset manager
    Atomic Brokerage 100%
    $0K
  33. 16544
    Broad Investment Securities LLCBeijing, China · 2 clientsWealth manager
    No custodian reported
    $0K
  34. 16545
    Nextmove Capital Inc.Wealth managerWrap sponsor
    Alpaca Securities 100%
    $0K
  35. 16546
    VestieDallas, TX · 2 clientsWealth manager
    No custodian reported
    $0K
  36. 16550
    Alka Partners, LLCFarmers Branch, TX · 1 clientsAsset manager
    No custodian reported
    $0K
  37. 16551
    Atlas Square Partners(hk) LimitedHong Kong, Hong Kong · 1 clientsAsset manager
    Morgan Stanley 100%
    $0K
  38. 16569
    DemarcheOverland Park, KS · 40 clientsAsset manager
    No custodian reported
    $0
  39. 16570
    St. Louis Financial Planners Inc.Chesterfield, MOAsset manager
    No custodian reported
    $0
  40. 16571
    Tscg Investors, LLCSimsbury, CTAsset manager
    No custodian reported
    $0

RIAs by state