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Est. 2026The front page of wealth managementNew York

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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. 4594
    David Wendell Associates, Inc.Portsmouth, NH · 459 clientsWealth manager
    Schwab 100%
    $1.3B
  2. 4595
    Evermay Wealth Management, LLCArlington, VA · 567 clientsWealth manager
    Schwab 100%
    $1.3B
  3. 4596
    Fiduciary Financial AdvisorsGrand Rapids, MI · 2,183 clientsWealth manager
    Schwab 69%Fidelity 31%
    $1.3B
  4. 4597
    CWS Financial Advisors LLCKalamazoo, MI · 807 clientsWealth manager
    Schwab 100%
    $1.3B
  5. 4599
    Callahan Advisors, LLCHouston, TX · 447 clientsWealth manager
    Schwab 100%
    $1.3B
  6. 4600
    Old Peak LimitedWanchai, Hong Kong · 8 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  7. 4601
    Chadds Ford Wealth Partners, LLCChadds Ford, PA · 66 clientsWealth manager
    Eleuthrian Trust 88%
    $1.3B
  8. 4603
    Core Capital Partners9 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  9. 4604
    The Coury FirmPittsburgh, PA · 252 clientsWealth manager
    Schwab 87%
    $1.3B
  10. 4605
    Newlight Partners LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  11. 4606
    Clark Asset Management, LLC275 clientsWealth manager
    Schwab 100%
    $1.3B
  12. 4608
    Chilton Investment Company, Inc.Stamford, CT · 9 clientsAsset manager
    Northern Trust 66%Morgan Stanley 34%
    $1.3B
  13. 4609
    Iron Gate Global AdvisorsNorth Salt Lake, UT · 1,792 clientsWealth manager
    Schwab 100%
    $1.3B
  14. 4610
    Rhame & Gorrell Wealth ManagementThe Woodlands, TX · 837 clientsWealth manager
    Schwab 84%
    $1.3B
  15. 4611
    Steigerwald, Gordon & Koch - Wealth AdvisorsLeesburg, VA · 709 clientsWealth manager
    Schwab 100%
    $1.3B
  16. 4612
    Allie Family Office LLCMiami, FL · 51 clientsAsset manager
    J.P. Morgan 72%Goldman Sachs 28%
    $1.3B
  17. 4613
    North Castle Partners, LLCNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  18. 4614
    Live Oak Private Wealth, LLCWilmington, NC · 494 clientsWealth managerBank-affiliated
    Schwab 100%
    $1.3B
  19. 4615
    Marble Harbor Investment Counsel, LLCBoston, MA · 213 clientsWealth manager
    Schwab 55%Fidelity 25%
    $1.3B
  20. 4616
    River Partners Capital Management, LPNew York, NY · 227 clientsWealth manager
    Fidelity 100%
    $1.3B
  21. 4617
    Wallington Asset ManagementIndianapolis, IN · 337 clientsWealth manager
    Schwab 100%
    $1.3B
  22. 4618
    Canopy Capital GroupWoburn, MA · 9 clientsAsset manager
    Schwab 58%Fidelity 42%
    $1.3B
  23. 4619
    AWM Investment Company IncNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  24. 4621
    Paragon Capital ManagementDenver, CO · 188 clientsWealth manager
    Schwab 100%
    $1.3B
  25. 4622
    Otro CapitalNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  26. 4623
    Savoie Capital LLCChicago, IL · 12 clientsWealth manager
    Schwab 46%Merrill / Bank of America 45%
    $1.3B
  27. 4624
    Chequers Financial Management LLCSan Francisco, CA · 256 clientsWealth manager
    Schwab 100%
    $1.3B
  28. 4625
    Capital Investment Services of America IncMilwaukee, WI · 937 clientsWealth manager
    Schwab 100%
    $1.3B
  29. 4628
    Barnes Pettey Financial Advisors, LLCClarksdale, MS · 3,303 clientsWealth manager
    Raymond James 100%
    $1.3B
  30. 4629
    Navellier & Associates IncReno, NV · 1,321 clientsWealth manager
    Schwab 100%
    $1.3B
  31. 4630
    Topsail Wealth Management LLCCharlotte, NC · 210 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.3B
  32. 4631
    Northampton Capital PartnersMiami, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  33. 4633
    Triplepoint Advisers LLCMenlo Park, CA · 3 clientsAsset manager
    No custodian reported
    $1.3B
  34. 4634
    RCM GA Manager LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  35. 4635
    Metacapital Management, L.P.New York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  36. 4638
    Madison PartnersMadison, WI · 2,077 clientsWealth manager
    Fidelity 89%
    $1.3B
  37. 4639
    Prudent Investor Advisors, LLCFolsom, CA · 230 clientsAsset manager
    Lincoln Financial Distributors 35%Tiaa-Cref Individual & Institutional Services 27%Ameritas Investment Company 26%
    $1.3B
  38. 4641
    Paladin Capital Management, LLCWashington, DC · 26 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  39. 4643
    DB Advisory America, Limited(ltd)New York, NY · 3 clientsAsset manager
    Bank of Hawaii 100%
    $1.3B
  40. 4644
    Caligan PartnersNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $1.3B

RIAs by state