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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. 4742
    One Wealth Advisors, LLCSan Francisco, CA · 434 clientsWealth manager
    Fidelity 100%
    $1.3B
  2. 4743
    Brookwood Investment GroupPhoenix, AZ · 3,506 clientsWealth manager
    Schwab 100%
    $1.3B
  3. 4744
    Zadig Asset Management S.A.Strassen, Luxembourg · 6 clientsPrivate fund adviser
    State Street 100%
    $1.3B
  4. 4745
    JAY A. Fishman, LTDTroy, MI · 537 clientsWealth manager
    Schwab 100%
    $1.3B
  5. 4746
    Arbiter PartnersNew York, NY · 20 clientsPrivate fund adviser
    State Street 54%U.S. Bank 28%
    $1.3B
  6. 4749
    Oakhurst AdvisorsLos Angeles, CA · 23 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  7. 4750
    Superstate Advisers LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  8. 4752
    Albany Road Real Estate Partners, LLCDedham, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  9. 4753
    NEO Ivy Capital Management, LLCNew York, NY · 3 clientsAsset manager
    J.P. Morgan 66%UBS 34%
    $1.2B
  10. 4754
    TD Capital Management LLCMemphis, TN · 451 clientsWealth manager
    Fidelity 100%
    $1.2B
  11. 4755
    Gilman Hill Asset Management, LLCNew Canaan, CT · 299 clientsWealth manager
    Fidelity 46%State Street 28%Schwab 25%
    $1.2B
  12. 4757
    Blackbarn Capital Partners LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  13. 4758
    Miller Tabak Asset ManagementMatawan, NJ · 936 clientsWealth manager
    No custodian reported
    $1.2B
  14. 4759
    Prometheus Wealth Management SAMMonaco, Monaco · 149 clientsWealth manager
    UBS 39%Edmond De Rothschild 33%Julius Baer 28%
    $1.2B
  15. 4760
    Alternative Capital Fund Management LLCEnglewood Cliffs, NJ · 3 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  16. 4764
    Lear Investment ManagementDallas, TX · 294 clientsAsset manager
    Schwab 71%Fidelity 29%
    $1.2B
  17. 4765
    Kore Advisors LPBoynton Beach, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  18. 4766
    Sivia Capital Partners, LLCMill Valley, CA · 55 clientsWealth manager
    Fidelity 81%
    $1.2B
  19. 4768
    Solel Partners LPBoston, MA · 3 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  20. 4770
    Corbel Capital PartnersLos Angeles, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  21. 4771
    Arlington Financial Advisors, LLCSanta Barbara, CA · 631 clientsWealth manager
    Schwab 100%
    $1.2B
  22. 4772
    Acon Latam Management, L.L.C.Washington, DC · 19 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  23. 4773
    AGL US DL Management LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $1.2B
  24. 4774
    Seven Grand Managers LLCBronxville, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  25. 4775
    Wealth Dimensions Group, LTD.Cincinnati, OH · 769 clientsWealth manager
    Fidelity 100%
    $1.2B
  26. 4776
    Great Waters FinancialShoreview, MN · 1,627 clientsWealth manager
    Schwab 100%
    $1.2B
  27. 4777
    Twin Oaks PartnersChatham, NJ · 2 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  28. 4780
    Middleton & Company Inc.Boston, MA · 368 clientsWealth manager
    State Street 61%Fidelity 22%
    $1.2B
  29. 4782
    Graves Light LenhartHarrisonburg, VA · 438 clientsWealth manager
    Schwab 100%
    $1.2B
  30. 4783
    Three Seasons WealthSalt Lake City, UT · 390 clientsWealth manager
    Schwab 80%
    $1.2B
  31. 4786
    7ridge LimitedLondon, United Kingdom · 5 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  32. 4787
    Bwcp, LPDallas, TX · 6 clientsPrivate fund adviser
    Morgan Stanley 100%
    $1.2B
  33. 4788
    Archon Partners LLC1 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  34. 4789
    Henry H. Armstrong Associates, Inc.Pittsburgh, PA · 141 clientsWealth manager
    Fidelity 54%Schwab 46%
    $1.2B
  35. 4791
    HCM Wealth AdvisorsCincinnati, OH · 850 clientsWealth manager
    Schwab 100%
    $1.2B
  36. 4792
    Architect Capital Corp.San Francisco, CA · 22 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  37. 4793
    Sharpe Advisors, LLCNew York, NYWealth manager
    No custodian reported
    $1.2B
  38. 4795
    Legacy Edge AdvisorsSyosset, NY · 532 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.2B
  39. 4796
    Prudent Management AssociatesPhiladelphia, PA · 231 clientsWealth manager
    Fidelity 100%
    $1.2B
  40. 4797
    Vision Capital Management IncPortland, OR · 1,800 clientsWealth manager
    Schwab 70%Fidelity 30%
    $1.2B

RIAs by state