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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. 4799
    Berkshire Money Management, Inc.Dalton, MA · 903 clientsWealth manager
    Schwab 100%
    $1.2B
  2. 4800
    Qtron Investments LLCBoston, MA · 8 clientsAsset manager
    Caceis Bank, S.a 57%J.P. Morgan 30%
    $1.2B
  3. 4801
    Harvey Partners, LLCTarrytown, NY · 16 clientsAsset manager
    Northern Trust 100%
    $1.2B
  4. 4802
    Composition Capital LPLos Angeles, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  5. 4803
    Slater Investments LimitedLondon, United Kingdom · 6 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  6. 4804
    Anda Asset Management Co., LTD.Seoul, Korea, South · 74 clientsPrivate fund adviser
    KEB Hana Bank 100%
    $1.2B
  7. 4805
    Pcim Realty Advisors, LLCAddison, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  8. 4806
    Decisionpoint Financial, LLCMesa, AZ · 691 clientsAsset manager
    Schwab 100%
    $1.2B
  9. 4807
    Insight Wealth Strategies, LLCSan Ramon, CA · 585 clientsWealth manager
    Fidelity 100%
    $1.2B
  10. 4808
    Prelude Growth PartnersNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  11. 4809
    Premier Path Wealth Partners, LLCMadison, NJ · 463 clientsWealth manager
    Fidelity 100%
    $1.2B
  12. 4812
    Fourthstone LLCSt. Louis, MO · 5 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  13. 4813
    RLH Equity PartnersLos Angeles, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  14. 4814
    Element Pointe Family OfficeMiami, FL · 54 clientsWealth manager
    Fidelity 92%
    $1.2B
  15. 4819
    Cabot Wealth ManagementBeverly, MA · 650 clientsWealth manager
    Schwab 100%
    $1.2B
  16. 4820
    Parthenon LLCLouisville, KY · 243 clientsWealth manager
    Schwab 100%
    $1.2B
  17. 4821
    Wynkoop LLCGreenwood Village, CO · 9 clientsAsset manager
    No custodian reported
    $1.2B
  18. 4824
    Snapdragon Capital Partners LLC8 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  19. 4825
    De Groote Financial Group, LLCThousand Oaks, CA · 377 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.2B
  20. 4826
    Wiss Private Client Advisors, LLCFlorham Park, NJ · 186 clientsWealth manager
    Fidelity 100%
    $1.2B
  21. 4827
    Old Ironsides Energy, LLCWaltham, MA · 10 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  22. 4828
    Hauser Retirement Solutions 2 LLCCincinnati, OH · 76 clientsAsset manager
    No custodian reported
    $1.2B
  23. 4829
    Fielder Capital Group LLCNashville, TN · 131 clientsWealth manager
    Fidelity 56%Schwab 44%
    $1.2B
  24. 4830
    Agamerica Lending LLCLakeland, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  25. 4831
    Regents Gate Capital LLPLondon, United Kingdom · 6 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  26. 4832
    Hudson Cove Capital Management LLCJersey City, NJ · 4 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  27. 4833
    ARQ Wealth Advisors, LLCScottsdale, AZ · 605 clientsWealth manager
    Schwab 100%
    $1.2B
  28. 4834
    Ivyrock Asset Management (HK) LimitedHong Kong, Hong Kong · 4 clientsPrivate fund adviser
    Citi 100%
    $1.2B
  29. 4837
    Hamilton Point Investment Advisors, LLCChapel Hill, NC · 266 clientsWealth manager
    Fidelity 100%
    $1.2B
  30. 4838
    HG Capital Management, LLCNashville, TN · 6 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  31. 4839
    Tokio Marine Asset Management (USA), LTD.New York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  32. 4840
    Amergin Asset Management, LLCBoca Raton, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  33. 4841
    Schwerin Boyle Capital Management, IncSpringfield, MA · 153 clientsWealth manager
    Fidelity 34%Schwab 33%Wells Fargo 32%
    $1.2B
  34. 4842
    Chicago Oakbrook Financial GroupOak Brook, IL · 1,380 clientsWealth manager
    Raymond James 100%
    $1.2B
  35. 4843
    Van Cleef Asset Management IncBeachwood, OH · 226 clientsWealth manager
    Schwab 85%
    $1.2B
  36. 4846
    Childress Capital Advisors, LLCHouston, TX · 146 clientsWealth manager
    Fidelity 100%
    $1.2B
  37. 4847
    Brightspire Capital Advisors, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  38. 4848
    Angeles Equity Partners, LLCLos Angeles, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  39. 4849
    Arista Wealth Management, LLCLas Vegas, NV · 530 clientsWealth manager
    Fidelity 67%Schwab 33%
    $1.2B
  40. 4850
    Oridian Capital Management, L.P.Washington, DC · 5 clientsPrivate fund adviser
    No custodian reported
    $1.2B

RIAs by state