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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. 4645
    Synergy Asset Management, LLCVancouver, WA · 1,198 clientsWealth manager
    Schwab 100%
    $1.3B
  2. 4646
    Beacon Capital Partners, LLCBoston, MA · 13 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  3. 4647
    Prescott Group Capital Management L.L.C.Tulsa, OK · 5 clientsPrivate fund adviser
    Schwab 100%
    $1.3B
  4. 4648
    Skerryvore Asset ManagementEdinburgh, United Kingdom · 10 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  5. 4649
    Sagewind Capital LLCNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  6. 4650
    Ballew Advisors IncJackson, MS · 971 clientsAsset manager
    No custodian reported
    $1.3B
  7. 4651
    Crystal Capital Partners, LLCBay Harbor Islands, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  8. 4652
    Baldwin Investment Management, LLCWest Conshohocken, PA · 284 clientsWealth manager
    Schwab 100%
    $1.3B
  9. 4653
    Advantage CapitalNew Orleans, LA · 16 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  10. 4655
    SIO Capital Management, LLCNew York, NY · 6 clientsPrivate fund adviser
    Morgan Stanley 90%
    $1.3B
  11. 4656
    Biondo Investment Advisors LLCMilford, PA · 1,138 clientsWealth managerWrap sponsor
    Fidelity 100%
    $1.3B
  12. 4657
    Woodstock CorporationBoston, MA · 238 clientsWealth manager
    Fidelity 100%
    $1.3B
  13. 4658
    Meristead Wealth, LLCWestlake, TX · 996 clientsWealth manager
    Pershing 100%
    $1.3B
  14. 4659
    Bluestem Asset Management, LLCCharlottesville, VA · 1 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  15. 4660
    Triangle Wealth ManagementRaleigh, NC · 525 clientsWealth manager
    Schwab 100%
    $1.3B
  16. 4661
    BIP CapitalAtlanta, GA · 62 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  17. 4662
    Zentific Investment Management LimitedHong Kong, Hong Kong · 6 clientsAsset manager
    J.P. Morgan 35%UBS 22%
    $1.3B
  18. 4663
    Arbor Investment AdvisorsWinston Salem, NC · 478 clientsWealth manager
    Fidelity 100%
    $1.3B
  19. 4664
    Silicon Valley Capital Partners, L.P.San Jose, CA · 518 clientsWealth manager
    Fidelity 100%
    $1.3B
  20. 4667
    Rizvi Traverse Management, LLCWest Palm Beach, FL · 38 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  21. 4668
    Truehelm, LLCBloomington, MN · 19 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  22. 4669
    Nishkama Capital LLC11 clientsPrivate fund adviser
    Morgan Stanley 77%Merrill / Bank of America 23%
    $1.3B
  23. 4670
    Canal Capital Management, LLCRichmond, VA · 417 clientsWealth manager
    Schwab 100%
    $1.3B
  24. 4674
    Obsidian CIO LLCNew York, NY · 7 clientsAsset manager
    Schwab 100%
    $1.3B
  25. 4676
    Trigate Management LLCDallas, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  26. 4677
    Redefine Ventures LLCBoulder, CO · 33 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  27. 4678
    Symphony Financial Partners (singapore) PTE. LTD.Singapore, Singapore · 6 clientsPrivate fund adviser
    J.P. Morgan 55%BNY 26%
    $1.3B
  28. 4679
    Bigsur Partners, LLCMiami, FL · 80 clientsWealth manager
    J.P. Morgan 66%Schwab 34%
    $1.3B
  29. 4680
    Private Capital Advisors, Inc.Darien, CT · 270 clientsWealth manager
    Pershing 97%
    $1.3B
  30. 4681
    Connors Investor Services IncWyomissing, PA · 662 clientsWealth manager
    Schwab 71%Morgan Stanley 29%
    $1.3B
  31. 4682
    Framework VenturesSan Francisco, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  32. 4684
    American Financial Advisors IncWinter Park, FL · 799 clientsWealth manager
    Schwab 100%
    $1.3B
  33. 4686
    Ecosystem Investment Partners, LLCBaltimore, MD · 7 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  34. 4687
    Bourgeon Capital Management LLCDarien, CT · 315 clientsWealth manager
    Schwab 100%
    $1.3B
  35. 4689
    Kiltearn PartnersEdinburgh, United Kingdom · 4 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  36. 4690
    Rdst Capital LLCSeattle, WA · 3 clientsPrivate fund adviser
    BNY 100%
    $1.3B
  37. 4691
    Capital Advantage, Inc.Walnut Creek, CA · 667 clientsWealth manager
    Schwab 86%
    $1.3B
  38. 4692
    North Pier Fiduciary Management, LLCMarina Del Rey, CA · 39 clientsAsset manager
    Fidelity 48%Principal Custody Solutions 30%
    $1.3B
  39. 4694
    Paul Winkler, Inc.Goodlettsville, TN · 2,459 clientsWealth manager
    Schwab 59%Axos 41%
    $1.3B
  40. 4695
    Commonwealth Investment ManagementPittsburgh, PA · 63 clientsAsset manager
    PNC Bank 71%BNY 29%
    $1.3B

RIAs by state