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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. 4432
    Claro Advisors Inc.Boston, MA · 1,123 clientsWealth manager
    Fidelity 80%
    $1.4B
  2. 4433
    Seven Springs Wealth GroupBrentwood, TN · 400 clientsWealth manager
    Fidelity 83%
    $1.4B
  3. 4434
    Arrington Capital Investment Management, LLCMiami, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  4. 4435
    First Light Asset Management, LLCEdina, MN · 861 clientsPrivate fund adviser
    RBC 84%
    $1.4B
  5. 4436
    SLG Capital Management LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  6. 4437
    Ellsworth Advisors, LLCHudson, OH · 860 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.4B
  7. 4439
    Greenline PartnersNew York, NY · 59 clientsWealth manager
    J.P. Morgan 48%Schwab 41%
    $1.4B
  8. 4440
    Astignes Capital Asia PTE. LTD.Singapore, Singapore · 3 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  9. 4441
    MSA FinancialBraintree, MA · 1,338 clientsWealth manager
    Fidelity 100%
    $1.4B
  10. 4442
    Polymer Capital Management (US), LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  11. 4444
    Hudson Way Capital Management, LLCDallas, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  12. 4446
    Schroder Wealth Management (US) LimitedLondon, United Kingdom · 272 clientsWealth managerBank-affiliated
    Royal Bank of Canada (channel Islands) Limited 87%
    $1.4B
  13. 4447
    DC Capital Partners Management, L.P.Alexandria, VA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  14. 4448
    Howard Financial Services, LTD.Dallas, TX · 446 clientsWealth manager
    Schwab 100%
    $1.4B
  15. 4449
    Silicon Valley Retirement Services, LLCSan Jose, CA · 50 clientsWealth manager
    No custodian reported
    $1.4B
  16. 4451
    Werba Rubin Papier Wealth Management, LLCSan Jose, CA · 677 clientsWealth manager
    Schwab 87%
    $1.4B
  17. 4452
    Pivot Capital Partners LLCChicago, ILAsset manager
    ETC Brokerage Services 100%
    $1.4B
  18. 4453
    Verity Investment PartnersBeaufort, SC · 472 clientsWealth manager
    Schwab 100%
    $1.4B
  19. 4456
    Double Eagle Family Offices, LLCFort Worth, TX · 21 clientsAsset manager
    Fidelity 100%
    $1.4B
  20. 4458
    Fourworld Capital Management LLCNew York, NY · 26 clientsPrivate fund adviser
    State Street 41%Morgan Stanley 38%
    $1.4B
  21. 4459
    St. Denis J. Villere & Co., LLCNew Orleans, LA · 381 clientsWealth manager
    Schwab 100%
    $1.4B
  22. 4460
    Matrix Asset Advisors IncWhite Plains, NY · 650 clientsWealth manager
    Schwab 100%
    $1.4B
  23. 4461
    Equity InternationalChicago, IL · 13 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  24. 4463
    Kudu Investment Holdings, LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  25. 4464
    Marietta Wealth Management, LLCMarietta, GA · 474 clientsWealth manager
    Schwab 81%
    $1.4B
  26. 4466
    Ironview Capital Management, LLCConshohocken, PA · 445 clientsWealth manager
    Schwab 77%Fidelity 23%
    $1.4B
  27. 4467
    ESM Management LLC5 clientsAsset manager
    BNY 76%U.S. Bank 24%
    $1.4B
  28. 4470
    Elyxium Wealth LLCBeverly Hills, CA · 56 clientsWealth manager
    Northern Trust 40%Fidelity 39%
    $1.4B
  29. 4473
    Golden Bell Partners, LLC7 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  30. 4474
    Denali Advisors, LLCSan Diego, CA · 291 clientsAsset manager
    BNY 38%
    $1.4B
  31. 4475
    Journey Wealth ManagementCleveland, OH · 879 clientsWealth manager
    Fidelity 51%Schwab 49%
    $1.4B
  32. 4476
    Town Lane Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  33. 4477
    Millennium Investment and Retirement Advisors, LLC523 clientsAsset manager
    John Hancock Trust Company 37%John Hancock Life Insurance 33%Fidelity 30%
    $1.4B
  34. 4478
    Strategic Wealth Investment Group, LLCLouisville, KY · 3,900 clientsWealth manager
    Schwab 100%
    $1.4B
  35. 4481
    B.O.S.S. Retirement Advisors, LLCLehi, UT · 5,013 clientsWealth manager
    Schwab 89%
    $1.4B
  36. 4484
    Cascade Financial Partners, LLCSan Diego, CA · 283 clientsWealth manager
    Schwab 72%Fidelity 28%
    $1.4B
  37. 4486
    Lykos Global Management, LPStamford, CT · 9 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  38. 4487
    Pandi, LLCKansas City, MO · 17 clientsAsset manager
    J.P. Morgan 100%
    $1.4B
  39. 4488
    SG Capital Management LLCChicago, IL · 23 clientsPrivate fund adviser
    Morgan Stanley 53%Pershing 47%
    $1.4B
  40. 4490
    Meow Advisory, LLC604 clientsAsset manager
    Atomic Brokerage 99%
    $1.4B

RIAs by state