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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. 16911
    QuasarNew York, NYAsset manager
    No custodian reported
    $0
  2. 16912
    RAC Strategic PartnersAsset manager
    No custodian reported
    $0
  3. 16913
    Tide Rock Leverageco Manager, LLCSolana Beach, CA · 3 clientsAsset manager
    No custodian reported
    $0
  4. 16914
    Meridian Wealth GroupDade City, FLAsset manager
    No custodian reported
    $0
  5. 16915
    Appleseed Advisory, LLCSan Francisco, CAAsset manager
    No custodian reported
    $0
  6. 16918
    Anchor & Oak Wealth Advisors, LLCMarco Island, FLAsset manager
    No custodian reported
    $0
  7. 16922
    Trueline Wealth Group, LLCHattiesburg, MSAsset manager
    No custodian reported
    $0
  8. 16923
    Suissa Private WealthBethesda, MDAsset manager
    No custodian reported
    $0
  9. 16924
    EyraAsset manager
    No custodian reported
    $0
  10. 16926
    UPP Management, LPHouston, TXAsset manager
    No custodian reported
    $0
  11. 16927
    Scheeler Financial GroupWest Chester, OHAsset manager
    No custodian reported
    $0
  12. 16929
    Stackstone Wealth, LLCDubuque, IAAsset manager
    No custodian reported
    $0
  13. 16931
    Earlybird Advisors LLCAsset manager
    No custodian reported
    $0
  14. 16932
    Financial Potential Wealth ManagementGainesville, GAAsset manager
    No custodian reported
    $0
  15. 16933
    Aura Investments LLCAsset manager
    No custodian reported
    $0
  16. 16934
    Velara Wealth Management Inc.New York, NYAsset manager
    No custodian reported
    $0
  17. 16935
    Public Safety Financial Group, LLCHouston, TXAsset manager
    No custodian reported
    $0
  18. 16936
    WickUnion City, NJAsset manager
    No custodian reported
    $0
  19. 16938
    Biasafe Securities USA CorpMontreal, QC, CanadaAsset manager
    No custodian reported
    $0
  20. 16939
    EdynPhiladelphia, PAAsset manager
    No custodian reported
    $0
  21. 16940
    Carazo Wealth ManagementMetairie, LAAsset manager
    No custodian reported
    $0
  22. 16941
    EHG Wealth ManagementAsset manager
    No custodian reported
    $0
  23. 16942
    Pelorus Capital Management, LLCIrvine, CAAsset manager
    No custodian reported
    $0
  24. 16943
    Neuralvest LLC90 clientsAsset manager
    No custodian reported
    $0
  25. 16945
    Boardwalk Investment Group LPMiami, FLAsset manager
    No custodian reported
    $0
  26. 16946
    Madison Lasalle Advisers LLCChicago, ILAsset manager
    No custodian reported
    $0
  27. 16947
    Everlong Capital Fund Management, LPDallas, TXAsset manager
    No custodian reported
    $0
  28. 16948
    PFS Signature WealthTampa, FLAsset manager
    No custodian reported
    $0
  29. 16949
    Hirst Financial Independence Planning, Inc.Fall River, MAAsset manager
    No custodian reported
    $0
  30. 16950
    Allen Financial PartnersPrescott, AZAsset manager
    No custodian reported
    $0
  31. 16953
    Kahn Asset ManagementLos Angeles, CAAsset manager
    No custodian reported
    $0
  32. 16954
    Ownit Technologies LLC2 clientsAsset manager
    No custodian reported
    $0
  33. 16955
    Leggett Capital PartnersHouston, TXAsset manager
    No custodian reported
    $0
  34. 16956
    Alpine Advisory Partners, LLCAsset manager
    No custodian reported
    $0
  35. 16957
    Cobblers Cove Capital LPCharleston, SCAsset manager
    No custodian reported
    $0
  36. 16958
    Irish Creek CapitalCamden, NJAsset manager
    No custodian reported
    $0
  37. 16959
    Palus Advisory LLCNew York, NYAsset manager
    No custodian reported
    $0
  38. 16960
    Poloidal Capital 9d Advisors LLCMiami, FLAsset manager
    No custodian reported
    $0
  39. 16961
    SLR Secured Lending Partners, LLCNew York, NYAsset manager
    No custodian reported
    $0
  40. 16962
    Hoainvest LLCIrvine, CAAsset manager
    No custodian reported
    $0

RIAs by state