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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. 16573
    Innovest Portfolio Solutions LLCDenver, CO · 467 clientsAsset manager
    No custodian reported
    $0
  2. 16574
    Portfolio Management TechnologySan Francisco, CA · 10 clientsAsset manager
    No custodian reported
    $0
  3. 16576
    Monticello Associates, LLCDenver, CO · 426 clientsAsset manager
    No custodian reported
    $0
  4. 16579
    Curcio Webb LLCLawrenceville, NJ · 50 clientsAsset manager
    No custodian reported
    $0
  5. 16583
    Institutional Shareholder Services Inc.Rockville, MD · 2,246 clientsAsset manager
    No custodian reported
    $0
  6. 16584
    Berla Investment Consulting69 clientsAsset manager
    No custodian reported
    $0
  7. 16585
    Pbmares Wealth Management LLCFairfax, VAAsset manager
    No custodian reported
    $0
  8. 16586
    Investment Consulting Services, LLCLombard, IL · 73 clientsAsset manager
    No custodian reported
    $0
  9. 16587
    Proxyvote Plus, LLC107 clientsAsset manager
    No custodian reported
    $0
  10. 16588
    Capital Cities, LLCIndianapolis, IN · 15 clientsAsset manager
    No custodian reported
    $0
  11. 16589
    Timothy Financial Counsel, Inc.Wheaton, ILAsset manager
    No custodian reported
    $0
  12. 16590
    CMC Advisors, Inc.Boca Raton, FL · 271 clientsAsset manager
    No custodian reported
    $0
  13. 16591
    Albourne America LLCSan Francisco, CA · 207 clientsAsset manager
    No custodian reported
    $0
  14. 16594
    Bridgebay Financial, Inc.San Ramon, CAAsset manager
    No custodian reported
    $0
  15. 16595
    Francis LLCBrookfield, WI · 97 clientsAsset manager
    No custodian reported
    $0
  16. 16597
    Harvest Capital Partners LLCBoston, MAAsset manager
    No custodian reported
    $0
  17. 16598
    U.S. Institutional CorporationChesterfield, MO · 4 clientsAsset manager
    No custodian reported
    $0
  18. 16599
    Reynolds Consulting Services LLCHicksville, NY · 52 clientsAsset manager
    No custodian reported
    $0
  19. 16600
    Merion Capital LLCAsset manager
    No custodian reported
    $0
  20. 16603
    Highland Capital Advisors, LLCIssaquah, WA · 133 clientsAsset manager
    No custodian reported
    $0
  21. 16604
    Client-Centered Cross-Border Private Wealth AdvisoryKhlong Tan, Khlong Toei, Bangkok, Thailand · 44 clientsAsset manager
    No custodian reported
    $0
  22. 16605
    Live Oak Family Offices LLCAsset manager
    No custodian reported
    $0
  23. 16606
    Trading CentralParis, France · 22 clientsAsset manager
    No custodian reported
    $0
  24. 16607
    Third Stage Investment Group, LLCBellevue, WAAsset manager
    No custodian reported
    $0
  25. 16609
    Remotiv / Financial SoundingsCoconut Grove, FL · 18 clientsAsset manager
    No custodian reported
    $0
  26. 16610
    Isectors, LLCAppleton, WIAsset manager
    No custodian reported
    $0
  27. 16611
    Riverrock Asset Management LLCHouston, TXAsset manager
    No custodian reported
    $0
  28. 16612
    National Real Estate AdvisorsWashington, DC · 8 clientsAsset manager
    No custodian reported
    $0
  29. 16613
    Sanders Booze Capital Advisors, LLCOverland Park, KSAsset manager
    No custodian reported
    $0
  30. 16614
    Strategic Asset AllianceBellevue, WA · 20 clientsAsset manager
    No custodian reported
    $0
  31. 16616
    Rj20, Inc.Asset manager
    No custodian reported
    $0
  32. 16617
    Boon Investment Group, Inc.Austin, TX · 100 clientsAsset manager
    No custodian reported
    $0
  33. 16619
    Hartshorne Group, LLCRed Bank, NJAsset manager
    No custodian reported
    $0
  34. 16624
    Income DiscoveryBasking Ridge, NJAsset manager
    No custodian reported
    $0
  35. 16628
    "the Pilot's Advisor," LLCAsset manager
    No custodian reported
    $0
  36. 16629
    Ladder Capital Asset Management LLCNew York, NYAsset manager
    No custodian reported
    $0
  37. 16630
    Gosselin Consulting Group LLCBraintree, MA · 14 clientsAsset manager
    No custodian reported
    $0
  38. 16631
    Florin Pensions LLCSan Francisco, CAAsset manager
    No custodian reported
    $0
  39. 16632
    Prophet Equity Management LLCSouthlake, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $0
  40. 16633
    HR Advocates, Inc.5 clientsAsset manager
    No custodian reported
    $0

RIAs by state