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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. 17111
    GSP FinancialAsset manager
    No custodian reported
    $0
  2. 17112
    KV Services II LimitedGrand Cayman, Cayman IslandsAsset manager
    No custodian reported
    $0
  3. 17114
    Peter Pesic & Co. AdvisorsAsset manager
    No custodian reported
    $0
  4. 17115
    Voxel Capital Partners LPNew York, NYAsset manager
    No custodian reported
    $0
  5. 17117
    Pilotai WealthMiami, FLAsset manager
    No custodian reported
    $0
  6. 17118
    IME VisvaAsset manager
    No custodian reported
    $0
  7. 17119
    Awealth International AGZollikon, Zh, SwitzerlandAsset manager
    No custodian reported
    $0
  8. 17122
    Q Wealth USA Inc.Toronto, Ontario, CanadaAsset manager
    No custodian reported
    $0
  9. 17124
    White Rock Resources Holdings, LLCPlano, TX · 2 clientsAsset manager
    No custodian reported
    $0
  10. 17125
    Third Point Private Capital LLCNew York, NYAsset manager
    No custodian reported
    $0
  11. 17126
    Cestrian Capital Research, IncAsset manager
    No custodian reported
    $0
  12. 17127
    United Advisors Investment Management, LLCNew York, NYAsset manager
    No custodian reported
    $0
  13. 17128
    Forvm Global Investments LLCNew York, NYAsset manager
    No custodian reported
    $0
  14. 17129
    Van Soldat Wealth LLCAsset manager
    No custodian reported
    $0
  15. 17130
    Bearbull InvestmentsDublin 2, IrelandAsset manager
    No custodian reported
    $0
  16. 17132
    New Street Research LLPLondon, United Kingdom · 421 clientsAsset manager
    No custodian reported
    $0
  17. 17133
    Pension Fund Evaluations, Inc.Centereach, NY · 21 clientsBroker-dealer firm
    No custodian reported
    $0
  18. 17134
    Quan Vest Consultants IncManhasset, NY · 45 clientsAsset manager
    No custodian reported
    $0
  19. 17135
    Honestly Financial LLCVancouver, British Columbia, CanadaAsset manager
    No custodian reported
    $0
  20. 17136
    Zulauf Asset Management AGBaar, Switzerland · 140 clientsAsset manager
    No custodian reported
    $0
  21. 17137
    Alkeme Investments LLCScottsdale, AZAsset manager
    No custodian reported
    $0
  22. 17138
    Absolute Strategy Research ServicesLondon, United Kingdom · 49 clientsAsset manager
    No custodian reported
    $0
  23. 17139
    Bellwether Consulting LLCMillburn, NJ · 17 clientsAsset manager
    No custodian reported
    $0
  24. 17141
    PlootusNew Haven, CT · 5,500 clientsAsset manager
    No custodian reported
    $0
  25. 17142
    Levine, David AlanAsset manager
    No custodian reported
    $0
  26. 17143
    Bark Securities, LLCSan Francisco, CAAsset manager
    No custodian reported
    $0
  27. 17144
    Nexus Risk Management, LPToronto, On, CanadaAsset manager
    No custodian reported
    $0
  28. 17145
    Kaizen Capital Partners LimitedCauseway Bay, Hong KongAsset manager
    No custodian reported
    $0
  29. 17146
    Swiss American Advisors LTD.Zuerich, SwitzerlandAsset manager
    No custodian reported
    $0
  30. 17147
    Africa Mutual Global Investment Management IncAccra, GhanaAsset manager
    No custodian reported
    $0
  31. 17148
    VantheonAustin, TXAsset manager
    No custodian reported
    $0
  32. 17149
    Xueqiu Holdings LimitedBeijing, China · 5 clientsAsset manager
    No custodian reported
    $0
  33. 17150
    Access Equity Management LimitedLondon, United Kingdom · 11 clientsAsset manager
    No custodian reported
    $0
  34. 17151
    Standard Valuations, Inc.White Bear Lake, MN · 100 clientsAsset manager
    No custodian reported
    $0
  35. 17152
    Cedargold Consulting Inc.Asset manager
    No custodian reported
    $0
  36. 17154
    ETB ConsultingIrvington, VAAsset manager
    No custodian reported
    $0
  37. 17155
    MLR Retirement Services8 clientsAsset manager
    No custodian reported
    $0
  38. 17156
    Chanakya Capital PartnersTrianon, MauritiusAsset manager
    No custodian reported
    $0
  39. 17157
    NaseebAsset manager
    No custodian reported
    $0
  40. 17158
    Rovia Advisors LLCBangalore, Kamataka, IndiaAsset manager
    No custodian reported
    $0

RIAs by state