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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. 4852
    Columbia Asset Management, L.L.C.Ann Arbor, MI · 431 clientsWealth manager
    Schwab 100%
    $1.2B
  2. 4853
    Bluemountain Fuji Management, LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  3. 4854
    Juggernaut Management, LLCWashington, DC · 19 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  4. 4855
    Autumn Lane Advisors, LLCHouston, TX · 73 clientsWealth manager
    Schwab 100%
    $1.2B
  5. 4856
    Breakout Capital PartnersNew York, NY · 3 clientsPrivate fund adviser
    Citi 75%J.P. Morgan 25%
    $1.2B
  6. 4857
    Ursa Fund Management LLCDanville, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  7. 4858
    Cedar Mountain Advisors, LLCLake Oswego, OR · 890 clientsWealth manager
    Schwab 90%
    $1.2B
  8. 4862
    Modern Portfolio Consultants, LLCNaples, FL · 9 clientsAsset manager
    No custodian reported
    $1.2B
  9. 4864
    Centura Wealth AdvisorySan Diego, CA · 588 clientsWealth manager
    Schwab 100%
    $1.2B
  10. 4865
    Richard Young AdvisorsAugusta, GA · 1,940 clientsWealth manager
    Schwab 100%
    $1.2B
  11. 4866
    Silverback Asset Management, LLCDurham, NC · 8 clientsAsset manager
    J.P. Morgan 50%Wells Fargo 50%
    $1.2B
  12. 4869
    Tobias Financial AdvisorsPlantation, FL · 383 clientsWealth manager
    Schwab 100%
    $1.2B
  13. 4870
    Compound Global Advisors, LLC2 clientsAsset manager
    BNP Paribas Security Services 100%
    $1.2B
  14. 4871
    Guardian Capital PartnersWayne, PA · 3 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  15. 4872
    Brooknoll Advisors LLCBoston, MAAsset manager
    No custodian reported
    $1.2B
  16. 4873
    Black Lake Investments LLCWayzata, MNAsset manager
    Dtcc 100%
    $1.2B
  17. 4875
    Moment Partners, LLCSan Francisco, CA · 435 clientsWealth manager
    Wells Fargo 100%
    $1.2B
  18. 4876
    Hackman Capital Partners, LLCCulver City, CA · 18 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  19. 4877
    Avier Wealth AdvisorsBellevue, WA · 583 clientsWealth manager
    Schwab 57%Fidelity 43%
    $1.2B
  20. 4878
    Aspire Growth Partners LLC958 clientsWealth manager
    Raymond James 100%
    $1.2B
  21. 4879
    Gainline Capital Partners LPStamford, CT · 8 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  22. 4883
    Sachem Hill LLCDenver, CO · 141 clientsWealth manager
    Schwab 81%
    $1.2B
  23. 4885
    Nuverse Advisors LLCHallandale Beach, FL · 46 clientsPrivate fund adviser
    Wells Fargo 91%
    $1.2B
  24. 4887
    Waycross Partners, LLCLouisville, KY · 50 clientsAsset manager
    Northern Trust 100%
    $1.2B
  25. 4889
    Verus Financial PartnersRichmond, VA · 636 clientsWealth manager
    Schwab 100%
    $1.2B
  26. 4891
    Verdad Advisers, L.P.Boston, MA · 33 clientsPrivate fund adviser
    Northern Trust 100%
    $1.2B
  27. 4893
    Evergreen WealthSpringfield, IL · 679 clientsWealth manager
    Schwab 82%
    $1.2B
  28. 4894
    Crusonia Wealth Advisors LLCDenver, CO · 542 clientsWealth manager
    Schwab 100%
    $1.2B
  29. 4895
    SCP Investment, LP13 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  30. 4897
    Cross Lake Partners LPNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  31. 4898
    Arlon Advisor LLCNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  32. 4899
    DeerfieldIndianapolis, IN · 331 clientsWealth manager
    Schwab 100%
    $1.2B
  33. 4900
    Signet Financial Management, LLCParsippany, NJ · 707 clientsWealth manager
    Schwab 100%
    $1.2B
  34. 4901
    Faithward CapitalLancaster, PA · 167 clientsAsset manager
    Schwab 100%
    $1.2B
  35. 4902
    Kearns and Associates, LLC46 clientsWealth manager
    Schwab 51%Northern Trust 49%
    $1.2B
  36. 4903
    Octagon Capital Advisors LPNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  37. 4904
    Portland Global Advisors LLCPortland, ME · 304 clientsWealth manager
    Fidelity 100%
    $1.2B
  38. 4905
    Brand Asset Management Group, Inc.Chesterfield, MO · 355 clientsWealth manager
    Fidelity 51%Schwab 49%
    $1.2B
  39. 4906
    Audax PDB Management Company, LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $1.2B
  40. 4908
    Willow Tree Capital Corp Advisors LLCNew York, NY · 2 clientsAsset manager
    No custodian reported
    $1.2B

RIAs by state