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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. 16635
    The AnalystLondon, United KingdomAsset manager
    No custodian reported
    $0
  2. 16638
    Planvision, LLC7,370 clientsAsset manager
    No custodian reported
    $0
  3. 16639
    Spring Lake Equity Management LLCBurlington, MA · 4 clientsAsset manager
    No custodian reported
    $0
  4. 16640
    Crabel Capital Management, LLCLos Angeles, CA · 6 clientsAsset manager
    No custodian reported
    $0
  5. 16641
    Rclco Fund Advisors, LLCLos Angeles, CAPrivate fund adviser
    No custodian reported
    $0
  6. 16642
    Flight Line Financial, LLCPrinceton, NJ · 393 clientsAsset manager
    No custodian reported
    $0
  7. 16644
    Dividex Management LLCWestwood, MAAsset manager
    No custodian reported
    $0
  8. 16645
    Aletheia Analyst Network LimitedCentral, Hong Kong · 138 clientsAsset manager
    No custodian reported
    $0
  9. 16646
    Laufer Wealth Management, LLCBabylon, NYAsset manager
    No custodian reported
    $0
  10. 16648
    LDN Wealth, LLCOrlando, FL · 271 clientsAsset manager
    No custodian reported
    $0
  11. 16649
    Adams Funds AdvisersBaltimore, MDAsset manager
    No custodian reported
    $0
  12. 16651
    Aptus Financial, LLCAsset manager
    No custodian reported
    $0
  13. 16652
    Summit Capital Solutions LLCBrentwood, TNAsset manager
    No custodian reported
    $0
  14. 16654
    Guide Advisors, Inc.Bothell, WAAsset manager
    No custodian reported
    $0
  15. 16656
    Plan Confidence CorporationSarasota, FLAsset manager
    No custodian reported
    $0
  16. 16657
    Brightplan LLCSan Jose, CAAsset manager
    No custodian reported
    $0
  17. 16659
    Q3 Advisors, LLCAsset manager
    No custodian reported
    $0
  18. 16663
    Sima Retirement Solutions, LLCRichmond, VAAsset manager
    No custodian reported
    $0
  19. 16666
    Hinduja-Lynx Investment Advisory, LLCWashington, DCAsset manager
    No custodian reported
    $0
  20. 16667
    Upturn Corporation10 clientsAsset manager
    No custodian reported
    $0
  21. 16668
    Wealthramp, Inc.3,088 clientsAsset manager
    No custodian reported
    $0
  22. 16669
    CarraighillDublin, IrelandAsset manager
    No custodian reported
    $0
  23. 16671
    LibrettoLos Angeles, CAAsset manager
    No custodian reported
    $0
  24. 16673
    Stonehenge Retirement Planners350 clientsAsset manager
    No custodian reported
    $0
  25. 16674
    Wealth Solutions USA, LLCMadrid, Spain · 22 clientsAsset manager
    No custodian reported
    $0
  26. 16675
    Option Research & Technology Services, LLCPortsmouth, NH · 1,787 clientsAsset manager
    No custodian reported
    $0
  27. 16676
    Boldin AdvisorsMill Valley, CA · 821 clientsAsset manager
    No custodian reported
    $0
  28. 16677
    Mercator Investment Management1 clientsAsset manager
    No custodian reported
    $0
  29. 16678
    Retirement Researcher, LLCTysons, VAAsset manager
    No custodian reported
    $0
  30. 16679
    Emcee InvestMiami, FL · 400 clientsAsset manager
    No custodian reported
    $0
  31. 16680
    Scholar Financial Advising, LLCWinston-Salem, NC · 235 clientsAsset manager
    No custodian reported
    $0
  32. 16683
    Harness WealthNew York, NYAsset manager
    No custodian reported
    $0
  33. 16684
    Interest Financial, LLCTampa, FL · 67,325 clientsAsset manager
    No custodian reported
    $0
  34. 16685
    Sharebuilder 401kSeattle, WA · 5,500 clientsAsset manager
    No custodian reported
    $0
  35. 16686
    CXI Advisors, LLCAuburn, INAsset manager
    No custodian reported
    $0
  36. 16687
    Inscription Family Office, LLCHouston, TXAsset manager
    No custodian reported
    $0
  37. 16688
    Klingenstein Fields AdvisorsNew York, NY · 63 clientsAsset manager
    No custodian reported
    $0
  38. 16689
    Capri EGM, LLCChicago, IL · 1 clientsAsset manager
    No custodian reported
    $0
  39. 16690
    Kailash Capital Research LLC2 clientsAsset manager
    No custodian reported
    $0
  40. 16691
    Smartpath AdvisorsAsset manager
    No custodian reported
    $0

RIAs by state