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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. 5117
    Riot Ventures Management, LLCVenice, CA · 28 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  2. 5118
    Centerfield Capital PartnersIndianapolis, IN · 6 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  3. 5119
    Integrated Investment Consultants, LLCBloomfield Hills, MI · 285 clientsWealth manager
    Schwab 100%
    $1.1B
  4. 5120
    CW Investment Advisers, LLCLos Angeles, CA · 24 clientsPrivate fund adviser
    Delaware Trust 100%
    $1.1B
  5. 5121
    5am VenturesSan Francisco, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  6. 5123
    King Wealth Management Group, LLCSaratoga Springs, NY · 719 clientsWealth manager
    Fidelity 100%
    $1.1B
  7. 5124
    UpliftDarien, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  8. 5125
    Baseline Wealth Management LTD.Geneva, Switzerland · 261 clientsWealth managerPublic-company owned
    Banque Pictet & CIE SA 46%UBS 32%
    $1.1B
  9. 5126
    McGowan Group Asset Management, Inc.Dallas, TX · 4,773 clientsWealth managerWrap sponsor
    Pershing 100%
    $1.1B
  10. 5128
    FPL Capital Management, LLCMetairie, LA · 324 clientsWealth manager
    Schwab 54%Fidelity Distributors Company 46%
    $1.1B
  11. 5132
    Randolph Co IncCincinnati, OH · 59 clientsAsset manager
    Schwab 100%
    $1.1B
  12. 5134
    Anzu Partners, LLCTampa, FL · 22 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  13. 5135
    Corvus Wealth Advisors LLCTempleton, CA · 518 clientsWealth manager
    Schwab 82%
    $1.1B
  14. 5137
    Maritime CapitalNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  15. 5138
    Trebuchet Consulting, LLCPittsburgh, PA · 414 clientsWealth manager
    Fidelity 100%
    $1.1B
  16. 5139
    SV Health Investors, LLCBoston, MA · 21 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  17. 5140
    FJ Capital Management LLCMcLean, VA · 10 clientsPrivate fund adviser
    Morgan Stanley 45%Barclays Capital 42%
    $1.1B
  18. 5141
    Summit Asset Management LLCMemphis, TN · 532 clientsWealth manager
    Schwab 100%
    $1.1B
  19. 5143
    Pointoak Retirement AdvisorsMcLean, VA · 103 clientsAsset manager
    ADP Broker-Dealer 56%Transamerica Capital 22%
    $1.1B
  20. 5144
    Solomon Hess Capital ManagementArlington, VA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  21. 5146
    Greenlake Asset Management LLCSouth Pasadena, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  22. 5148
    Cornerstone Trust Management Services LLCAltamonte Springs, FL · 1 clientsAsset manager
    Regions Bank 100%
    $1.1B
  23. 5149
    Basecamp Wealth Advisors, LLCBellevue, WA · 80 clientsWealth manager
    Fidelity 100%
    $1.1B
  24. 5151
    Bridge33 Investment Management LLCSeattle, WA · 6 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  25. 5152
    Fulcrum Capital, LLCSeattle, WA · 329 clientsWealth manager
    Schwab 100%
    $1.1B
  26. 5154
    Fort Baker Capital Management LPLarkspur, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  27. 5155
    Elwood & GoetzAthens, GA · 686 clientsWealth manager
    Schwab 100%
    $1.1B
  28. 5156
    Mattern Capital Management, LLCLakewood, CO · 436 clientsWealth manager
    Schwab 100%
    $1.1B
  29. 5157
    American Investment Services IncGreat Barrington, MA · 378 clientsWealth manager
    Schwab 100%
    $1.1B
  30. 5158
    Spinnaker Investment Group, LLCNewport Beach, CA · 1,025 clientsWealth manager
    Schwab 100%
    $1.1B
  31. 5159
    DSF Advisors, LLCBoston, MA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  32. 5160
    Power Sustainable Manager US, Inc.Miami, FL · 6 clientsPrivate fund adviser
    BMO Bank 100%
    $1.1B
  33. 5161
    Providence Capital Advisors, LLCCharlotte, NC · 429 clientsWealth manager
    Fidelity 100%
    $1.1B
  34. 5162
    Occidental Asset Management, LLCBurlingame, CA · 908 clientsWealth manager
    Schwab 100%
    $1.1B
  35. 5163
    Forester Capital, L.L.C.Stamford, CT · 14 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  36. 5164
    Hendershot Investments, Inc.526 clientsWealth manager
    Schwab 100%
    $1.1B
  37. 5165
    Trinity Alps CapitalSan Francisco, CA · 17 clientsPrivate fund adviser
    Interactive Brokers 100%
    $1.1B
  38. 5167
    Foguth Wealth Management, LLC.Brighton, MI · 2,690 clientsWealth manager
    Schwab 100%
    $1.1B
  39. 5171
    Yeske Buie Inc.Vienna, VA · 469 clientsWealth manager
    Schwab 100%
    $1.1B
  40. 5172
    Parr McKnight Wealth Management GroupMinneapolis, MN · 613 clientsWealth manager
    TradePMR / Robinhood 100%
    $1.1B

RIAs by state