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Est. 2026The front page of wealth managementNew York

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IN October jobs report beats forecasts, lifting December Fed hike oddsWM Few RIAs Have Named AI Leaders, Caddi FindsIN 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 say
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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. 16859
    Sumitomo Mitsui Trust Asset Management Americas, Inc.New York, NYAsset manager
    No custodian reported
    $0
  2. 16860
    AI Stock Prophet, LLCAkron, OH · 2 clientsAsset manager
    No custodian reported
    $0
  3. 16861
    Sound Futures2 clientsAsset manager
    No custodian reported
    $0
  4. 16862
    Optimal Tax Asset ManagementBellevue, WAAsset manager
    No custodian reported
    $0
  5. 16863
    Bluum Invest LLCLos Angeles, CAAsset manager
    No custodian reported
    $0
  6. 16865
    MML Capital Partners NY, LLCNew York City, NYAsset manager
    No custodian reported
    $0
  7. 16866
    Polen International Equity LLCBoca Raton, FLAsset manager
    No custodian reported
    $0
  8. 16867
    Inovo Wealth ArchitectsUnion, NJAsset manager
    No custodian reported
    $0
  9. 16869
    Alphatrust AdvisorsPhoenix, AZAsset manager
    No custodian reported
    $0
  10. 16871
    Coolabah Investment Management (USA) IncMiami, FLAsset manager
    No custodian reported
    $0
  11. 16872
    CC USA LLCNew York, NY · 6 clientsAsset manager
    No custodian reported
    $0
  12. 16873
    Fairlead Strategies LLCGreenwich, CT · 82 clientsAsset manager
    No custodian reported
    $0
  13. 16875
    Capital Financial Planners LLCChevy Chase, MDAsset manager
    No custodian reported
    $0
  14. 16876
    Gallatin River Capital LLCLittleton, COAsset manager
    No custodian reported
    $0
  15. 16877
    Together Wealth Group LLCMiami Beach, FLAsset manager
    No custodian reported
    $0
  16. 16878
    William Raveis - Moran Wealth Management, LLCNaples, FLAsset manager
    No custodian reported
    $0
  17. 16879
    Skylar Wealth Management, LLCPasadena, CAAsset manager
    No custodian reported
    $0
  18. 16881
    Adams Advisory Services, LLCAsset manager
    No custodian reported
    $0
  19. 16882
    Vista Point Asset Management LLCIrvine, CAAsset manager
    No custodian reported
    $0
  20. 16883
    Alius Capital PartnersAventura, FLAsset manager
    No custodian reported
    $0
  21. 16885
    Monroe Capital Asset Finance Advisors, LLCChicago, ILAsset manager
    No custodian reported
    $0
  22. 16887
    Bucks Capital AdvisersNewtown, PAAsset manager
    No custodian reported
    $0
  23. 16888
    Castle Wealth GroupMooresville, NCAsset manager
    No custodian reported
    $0
  24. 16889
    Raijin AIBrooklyn, NYAsset manager
    No custodian reported
    $0
  25. 16890
    Professional Planning & WealthGreenville, SCAsset manager
    No custodian reported
    $0
  26. 16891
    ZAI Technologies LLCThousand Oaks, CA · 2 clientsAsset manager
    No custodian reported
    $0
  27. 16892
    Clearview Family Wealth, LLCPeabody, MAAsset manager
    No custodian reported
    $0
  28. 16893
    Tutela Advisory GroupAsset manager
    No custodian reported
    $0
  29. 16894
    Martin & CompanyValencia, CAAsset manager
    No custodian reported
    $0
  30. 16895
    Longnook ETF LLC1 clientsAsset manager
    No custodian reported
    $0
  31. 16896
    Aqualis Partners LLCDarien, CTAsset manager
    No custodian reported
    $0
  32. 16897
    Futureit Inc.2 clientsAsset manager
    No custodian reported
    $0
  33. 16898
    Silvercap PartnersCharlotte, NCAsset manager
    No custodian reported
    $0
  34. 16900
    Astravia Family Wealth Office LLCEl Segundo, CAAsset manager
    No custodian reported
    $0
  35. 16901
    Shadowbox LogisticsNew York, NYAsset manager
    No custodian reported
    $0
  36. 16905
    Regfi USA, LLCMiami, FL · 2 clientsAsset manager
    No custodian reported
    $0
  37. 16906
    Ramp Advisory LLCNew York, NYAsset manager
    No custodian reported
    $0
  38. 16907
    Vectis CapitalAsset manager
    No custodian reported
    $0
  39. 16908
    Portfolio POVSan Francisco, CAAsset manager
    No custodian reported
    $0
  40. 16909
    Wells Capital Advisors LLCLas Vegas, NVAsset manager
    No custodian reported
    $0

RIAs by state