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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. 17058
    Vocare Wealth AdvisorsReston, VAAsset manager
    No custodian reported
    $0
  2. 17060
    Viking Harbour Investment Solutions LimitedCork, IrelandAsset manager
    No custodian reported
    $0
  3. 17061
    VT Partners AGFreienbach, Schwyz, SwitzerlandAsset manager
    No custodian reported
    $0
  4. 17062
    Harrison Fiduciary GroupNew York, NY · 5 clientsAsset manager
    No custodian reported
    $0
  5. 17064
    Mesarete Capital (US) LLCLondon, United Kingdom · 1 clientsAsset manager
    No custodian reported
    $0
  6. 17066
    Springbox AI, LTDDubai, United Arab EmiratesAsset manager
    No custodian reported
    $0
  7. 17067
    Trigon Investment Advisors AGZurich, SwitzerlandAsset manager
    No custodian reported
    $0
  8. 17068
    Fusion Quant TechnologiesMiami, FL · 1 clientsAsset manager
    No custodian reported
    $0
  9. 17069
    Premier Gold Global Wealth LLC2 clientsAsset manager
    No custodian reported
    $0
  10. 17070
    Optos Real Estate Credit, LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $0
  11. 17071
    Southeast Capital Management LTDAsset manager
    No custodian reported
    $0
  12. 17072
    InriMountain View, CA · 5 clientsAsset manager
    No custodian reported
    $0
  13. 17073
    ON Field Investment ResearchLondon, United KingdomAsset manager
    No custodian reported
    $0
  14. 17075
    Preve InversionesAsset manager
    No custodian reported
    $0
  15. 17076
    POP Venture Advisers LLCChicago, IL · 1 clientsAsset manager
    No custodian reported
    $0
  16. 17077
    PrimaryNew South Wales, AustraliaAsset manager
    No custodian reported
    $0
  17. 17079
    Community Capital Advisors LLCNew York, NYAsset manager
    No custodian reported
    $0
  18. 17080
    APT Wealth USA PTY LTDMelbourne VIC, AustraliaAsset manager
    No custodian reported
    $0
  19. 17081
    Carta FinancieraTortola, British Virgin IslandsAsset manager
    No custodian reported
    $0
  20. 17083
    Perspectec IncorporatedToronto, Ontario, CanadaAsset manager
    No custodian reported
    $0
  21. 17084
    FIL Investments (japan) LimitedTokyo, JapanAsset manager
    No custodian reported
    $0
  22. 17085
    Archiv Capital Management LPAsset manager
    No custodian reported
    $0
  23. 17086
    Clarity Cross Border PlanningEdmonton, Alberta, Canada · 80 clientsAsset manager
    No custodian reported
    $0
  24. 17087
    Flameback Capital USA, IncBengaluru, Karnataka, IndiaAsset manager
    No custodian reported
    $0
  25. 17089
    Optimize Wealth ManagementToronto, Ontario, CanadaAsset manager
    No custodian reported
    $0
  26. 17090
    Charlton Management, LLCClawson, MIAsset manager
    No custodian reported
    $0
  27. 17092
    Strategic Capital Investment Advisors IncLombard, IL · 146 clientsAsset manager
    No custodian reported
    $0
  28. 17093
    Safira Wealth Management LLCGeneva, SwitzerlandAsset manager
    No custodian reported
    $0
  29. 17094
    Kestenbaum Capital, LLC1 clientsAsset manager
    No custodian reported
    $0
  30. 17095
    Rockford Tower Asset Management, L.L.C.New York, NYAsset manager
    No custodian reported
    $0
  31. 17096
    I2 Wealth - Cross Border PlanningMontreal, Quebec, CanadaAsset manager
    No custodian reported
    $0
  32. 17097
    Costa, AndreGoiani, Goias, BrazilAsset manager
    No custodian reported
    $0
  33. 17100
    Zenit Wealth Advisors, Inc.Piantini, Santo Domingo, Dominican RepublicAsset manager
    No custodian reported
    $0
  34. 17101
    POM Wealth Management US LLCSão Paulo, BrazilAsset manager
    No custodian reported
    $0
  35. 17102
    Alera Management PartnersBuenos Aires, ArgentinaAsset manager
    No custodian reported
    $0
  36. 17104
    Poolit Fund Management, LLCMiami, FL · 2 clientsAsset manager
    No custodian reported
    $0
  37. 17105
    Ullman Investment Counsel LLCToronto, Ontario, CanadaAsset manager
    No custodian reported
    $0
  38. 17107
    Finq AITel Aviv, Israel · 2 clientsAsset manager
    No custodian reported
    $0
  39. 17109
    Alphaengine Global Investment Solution LLCPlano, TXAsset manager
    No custodian reported
    $0
  40. 17110
    Astris Advisory Japan K.K.Tokyo, JapanAsset manager
    No custodian reported
    $0

RIAs by state