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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. 16692
    Abundo WealthHouston, TXAsset manager
    No custodian reported
    $0
  2. 16693
    IFC Investment Management, LLCRaleigh, NCAsset manager
    No custodian reported
    $0
  3. 16695
    Climate Finance Partners LLCWilmington, DE · 2 clientsAsset manager
    No custodian reported
    $0
  4. 16696
    Terra Firma Asset ManagementSan Francisco, CA · 1 clientsAsset manager
    No custodian reported
    $0
  5. 16697
    SmartassetNew York, NYAsset manager
    No custodian reported
    $0
  6. 16698
    Sootchy Securities, LLCAsset manager
    No custodian reported
    $0
  7. 16699
    ManifestChicago, IL · 7 clientsAsset manager
    No custodian reported
    $0
  8. 16700
    Greenlight Investment AdvisorsAtlanta, GAAsset manager
    No custodian reported
    $0
  9. 16702
    Bard Partners LLC1 clientsAsset manager
    No custodian reported
    $0
  10. 16703
    SiimplBloomington, MNAsset manager
    No custodian reported
    $0
  11. 16704
    RCF Asset Management Group 3, LLCStudio City, CAAsset manager
    No custodian reported
    $0
  12. 16705
    FinceraNew York, NY · 5 clientsAsset manager
    No custodian reported
    $0
  13. 16706
    Hadley1,237 clientsAsset manager
    No custodian reported
    $0
  14. 16707
    Navigate Private Fund Advisors LLCBirmingham, ALAsset manager
    No custodian reported
    $0
  15. 16708
    Macnicol & Associates Asset Management US LLCToronto, Ontario, CanadaAsset manager
    No custodian reported
    $0
  16. 16709
    Koin Capital IncHouston, TX · 5 clientsAsset manager
    No custodian reported
    $0
  17. 16710
    Northstar Investment Advisory LLCWest Hollywood, CA · 24,560 clientsAsset manager
    No custodian reported
    $0
  18. 16711
    DatalignCambridge, MAAsset manager
    No custodian reported
    $0
  19. 16713
    The Institute of Financial Wellness, LLCFort Lauderdale, FLAsset manager
    No custodian reported
    $0
  20. 16715
    Addition WealthAsset manager
    No custodian reported
    $0
  21. 16718
    Wiseradvisor PaladinFairfax, VA · 18,251 clientsAsset manager
    No custodian reported
    $0
  22. 16719
    Step Advisers, LLCSan Mateo, CA · 80,707 clientsAsset manager
    No custodian reported
    $0
  23. 16720
    Stock Snips, Inc.Pittsburgh, PA · 5 clientsAsset manager
    No custodian reported
    $0
  24. 16721
    HyveNew York, NYAsset manager
    No custodian reported
    $0
  25. 16724
    Quantitative Finance LLCAsset manager
    No custodian reported
    $0
  26. 16727
    Scire Fund III GP, LLCDenver, CO · 1 clientsAsset manager
    No custodian reported
    $0
  27. 16728
    Unbiased, Inc.London, United Kingdom · 1,900 clientsAsset manager
    No custodian reported
    $0
  28. 16730
    Silo Financial LLC1,861 clientsAsset manager
    No custodian reported
    $0
  29. 16731
    RSC Industrial Asset Management Group 2, LLCStudio City, CAAsset manager
    No custodian reported
    $0
  30. 16732
    Lyons View Capital, LLCAuburn, ALAsset manager
    No custodian reported
    $0
  31. 16733
    VLB CapitalWeston, FLAsset manager
    No custodian reported
    $0
  32. 16734
    Financehq LLCNew York, NY · 1,258 clientsAsset manager
    No custodian reported
    $0
  33. 16735
    Choreo Partner Alliance, LLCRockford, ILAsset manager
    No custodian reported
    $0
  34. 16736
    FirreoAsset manager
    No custodian reported
    $0
  35. 16737
    SvvyPhoenix, AZAsset manager
    No custodian reported
    $0
  36. 16738
    R2 Asset Management, LLCCuritiba Parana, BrazilAsset manager
    No custodian reported
    $0
  37. 16740
    Nerdwallet AdvisoryScottsdale, AZAsset manager
    No custodian reported
    $0
  38. 16741
    RCF Asset Management Group 4, LLCStudio City, CAAsset manager
    No custodian reported
    $0
  39. 16744
    Cairn Financial PlanningAsset manager
    No custodian reported
    $0
  40. 16748
    Global Predictions IncAsset manager
    No custodian reported
    $0

RIAs by state