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Est. 2026The front page of wealth managementNew York

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IN Wall Street products, Main Street regulatorsFP Before recommending a 351 ETF, check for the pattern the IRS just made taxableIN Most Americans are OK with AI managing their money - but not how you thinkIN Goldman Sachs names record partner class with wealth in focusIN Advisor moves: Raymond James, Ameriprise and Cetera land $2B-plus in talentIN RIA moves: Tech-focused RIA BKFi expands with first acquisitionIN Gen X retirement automation habit leaves emergency savings behindIN Family money conversations start at the holiday table, advisors sayCW Global Elite Companies’ week of utter AI carnageIN Cary Carbonaro wins lifetime honor at Women to Watch: 'I am so not done'
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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. 16800
    MezziMenlo Park, CA · 317 clientsAsset manager
    No custodian reported
    $0
  2. 16801
    ASK DollyDenver, CO · 877 clientsAsset manager
    No custodian reported
    $0
  3. 16802
    BenefiChicago, ILAsset manager
    No custodian reported
    $0
  4. 16803
    8figuresDover, DE · 100 clientsAsset manager
    No custodian reported
    $0
  5. 16805
    Harvest - Faith-Based InvestingLynchburg, VAAsset manager
    No custodian reported
    $0
  6. 16806
    Wealth Alignment Partners, LLCHonolulu, HIAsset manager
    No custodian reported
    $0
  7. 16807
    Unstoppable AssetPhoenix, AZAsset manager
    No custodian reported
    $0
  8. 16808
    CleraBakersfield, CA · 2 clientsAsset manager
    No custodian reported
    $0
  9. 16809
    Quangentics Inc.2 clientsAsset manager
    No custodian reported
    $0
  10. 16812
    Night Owl Capital Canada, LLCGreenwich, CTAsset manager
    No custodian reported
    $0
  11. 16813
    Astor298 clientsAsset manager
    No custodian reported
    $0
  12. 16814
    Mindset Asset Management, LLCIndianapolis, INAsset manager
    No custodian reported
    $0
  13. 16816
    Keystone BitcoinPittsburgh, PA · 2 clientsAsset manager
    No custodian reported
    $0
  14. 16817
    Framework Digital AdvisorsNew York, NY · 2 clientsAsset manager
    No custodian reported
    $0
  15. 16818
    Iolite Asset ManagementChicago, ILAsset manager
    No custodian reported
    $0
  16. 16821
    EggzCharlemont, MAAsset manager
    No custodian reported
    $0
  17. 16822
    818 Family Office, LLCAustin, TXAsset manager
    No custodian reported
    $0
  18. 16824
    Prelude Investment ServicesSan Francisco, CA · 2 clientsAsset manager
    No custodian reported
    $0
  19. 16827
    Scalar FieldAsset manager
    No custodian reported
    $0
  20. 16829
    SSCHouston, TXAsset manager
    No custodian reported
    $0
  21. 16831
    Ultra Capital Management LLCSan Francisco, CAAsset manager
    No custodian reported
    $0
  22. 16832
    Spendvest4 clientsAsset manager
    No custodian reported
    $0
  23. 16835
    BullgroundCiudad De México, MexicoAsset manager
    No custodian reported
    $0
  24. 16836
    Yoshi AdvisorySan Francisco, CAAsset manager
    No custodian reported
    $0
  25. 16837
    Centuria Capital Partners LLCGuaynabo, PRAsset manager
    No custodian reported
    $0
  26. 16839
    Point One Private WealthAsset manager
    No custodian reported
    $0
  27. 16840
    Sterling LabsAsset manager
    No custodian reported
    $0
  28. 16841
    Verdara PPP LLCTampa, FLAsset manager
    No custodian reported
    $0
  29. 16843
    Sagewood Capital Management LLCNew York, NYAsset manager
    No custodian reported
    $0
  30. 16844
    Alta Asset Management, LLCNew York, NYAsset manager
    No custodian reported
    $0
  31. 16845
    Bili FinanceTucson, AZAsset manager
    No custodian reported
    $0
  32. 16846
    Quant Alpha Decisions LLCNaples, FLAsset manager
    No custodian reported
    $0
  33. 16847
    Nwealth IncLondon, United KingdomAsset manager
    No custodian reported
    $0
  34. 16848
    Justice Settlement Consulting Inc.Casper, WYAsset manager
    No custodian reported
    $0
  35. 16850
    Moonvest1 clientsAsset manager
    No custodian reported
    $0
  36. 16851
    Applied AcademicsNew York, NYAsset manager
    No custodian reported
    $0
  37. 16852
    Fortify FinancialAsset manager
    No custodian reported
    $0
  38. 16853
    WallaceAsset manager
    No custodian reported
    $0
  39. 16854
    Eshel BOTBurlington, MAAsset manager
    No custodian reported
    $0
  40. 16856
    Anchr Technologies RIA LLCNew York, NY · 2 clientsAsset manager
    No custodian reported
    $0

RIAs by state