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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. 4909
    VSS Fund Management LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  2. 4910
    Cheviot Value Management, LLCBeverly Hills, CA · 619 clientsWealth manager
    Schwab 100%
    $1.2B
  3. 4911
    StraightlineTroy, MI · 2,365 clientsWealth manager
    Schwab 53%Fidelity 25%
    $1.2B
  4. 4914
    Allegiant Wealth Advisors, LLCTulsa, OK · 34 clientsWealth manager
    Fidelity 100%
    $1.2B
  5. 4915
    Space CapitalNew York, NY · 51 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  6. 4916
    Wpwealth LLPFort Worth, TX · 512 clientsWealth manager
    Schwab 100%
    $1.2B
  7. 4917
    Cota Capital Management, LLCSan Francisco, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  8. 4918
    Woodard & Co Asset Management Group IncBermuda Run, NC · 1,832 clientsWealth managerWrap sponsor
    Fidelity Distributors Company 100%
    $1.2B
  9. 4919
    Oarsman Capital, IncMilwaukee, WI · 676 clientsWealth manager
    Schwab 100%
    $1.2B
  10. 4921
    Shoreview Industries V, LLCMinneapolis, MN · 11 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  11. 4922
    Trinity Ventures10 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  12. 4923
    Baxter Investment ManagementRiverside, CT · 446 clientsWealth manager
    Schwab 100%
    $1.2B
  13. 4924
    Agile Investment Management, LLC1 clientsAsset manager
    CIBC 100%
    $1.2B
  14. 4925
    AGR Partners LLCChicago, IL · 9 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  15. 4926
    W.A. Smith Financial GroupSandusky, OH · 1,669 clientsWealth manager
    Fidelity 100%
    $1.2B
  16. 4928
    Grafton Street Partners9 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  17. 4929
    L & S Advisors, IncLos Angeles, CA · 1,093 clientsWealth manager
    Schwab 53%Wells Fargo 25%
    $1.2B
  18. 4930
    Ameliora Wealth Management LTD.Zurich, Switzerland · 250 clientsWealth manager
    Union Bancaire Privee, UBP SA 48%Bank Vontobel AG 34%
    $1.2B
  19. 4931
    The Capstreet Group, LLCHouston, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  20. 4933
    Fortis Capital Management LLCBellevue, WA · 688 clientsWealth manager
    Fidelity 61%Schwab 27%
    $1.2B
  21. 4934
    Reagan Companies Asset Management, IncSyracuse, NY · 780 clientsWealth manager
    Schwab 78%Hand Benefits & Trust 22%
    $1.2B
  22. 4935
    Ibex Investors LLCDenver, CO · 27 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  23. 4936
    Eldridge Acre Partners, LPLos Angeles, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  24. 4937
    Sarofim Realty Advisors LLCHouston, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  25. 4938
    Fulcrum Equity Partners, Inc.Atlanta, GA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  26. 4939
    Boyne CapitalMiami, FL · 8 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  27. 4940
    Affinity Investment Advisors, LLCNewport Beach, CA · 69 clientsAsset manager
    Fidelity 73%Schwab 27%
    $1.2B
  28. 4941
    NTV Asset Management, LLCCharleston, WV · 376 clientsWealth manager
    Schwab 100%
    $1.2B
  29. 4943
    Academy Capital ManagementWaco, TX · 996 clientsWealth manager
    Schwab 81%
    $1.2B
  30. 4946
    Library Research LimitedHong Kong, Hong Kong · 2 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  31. 4948
    Efficient Capital Management LLCWarrenville, IL · 13 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  32. 4949
    Northlane Capital PartnersBethesda, MD · 3 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  33. 4950
    Alaska Wealth AdvisorsAnchorage, AK · 672 clientsWealth manager
    Schwab 100%
    $1.2B
  34. 4952
    Jacobs & Company, LLCSan Francisco, CA · 259 clientsWealth manager
    Schwab 100%
    $1.2B
  35. 4954
    Arkos Global Advisors, LLCHouston, TX · 444 clientsWealth manager
    Schwab 100%
    $1.2B
  36. 4955
    Toth Financial Advisory CorpLeesburg, VA · 655 clientsWealth manager
    Schwab 100%
    $1.2B
  37. 4958
    Generation Capital Management LLCPittsford, NY · 280 clientsAsset manager
    Matrix Trust 89%
    $1.2B
  38. 4959
    Canopy Wealth ManagementMiddleton, WI · 601 clientsWealth manager
    Schwab 100%
    $1.2B
  39. 4964
    Parliament Capital Management, LLCSan Juan, PR · 23 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  40. 4966
    Astatine Investment PartnersGreenwich, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $1.2B

RIAs by state