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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. 5173
    ACK Asset Management LLCGreenwich, CT · 2 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  2. 5174
    St. Clair Advisors, LLCMayfield Heights, OH · 133 clientsWealth manager
    Schwab 100%
    $1.1B
  3. 5175
    Almitas Capital LLCSanta Monica, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  4. 5176
    Marquette Wealth ManagementMinnetonka, MN · 229 clientsWealth manager
    Schwab 100%
    $1.1B
  5. 5177
    RMC Investment AdvisorsWest Hartford, CT · 383 clientsWealth manager
    Fidelity Distributors Company 59%Fifth Third Bank 25%
    $1.1B
  6. 5178
    Pivotal Advisors LLCNew York, NY · 15 clientsAsset manager
    Northern Trust 75%Wilmington Trust 25%
    $1.1B
  7. 5179
    The Raelipskie PartnershipWaterloo, Canada · 1,008 clientsWealth managerBank-affiliated
    Nbin 100%
    $1.1B
  8. 5180
    Fiduciary Benefits Group309 clientsAsset manager
    Tiaa-Cref Individual & Institutional Services 68%
    $1.1B
  9. 5182
    Pinnbrook Capital Management LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  10. 5183
    Caltius Capital Management, LPLos Angeles, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  11. 5184
    Gibbs Wealth Management, LLCAlpharetta, GA · 5,356 clientsWealth manager
    Schwab 100%
    $1.1B
  12. 5186
    Spectrum Investment Advisors, Inc.Mequon, WI · 465 clientsAsset manager
    Schwab 100%
    $1.1B
  13. 5187
    Isto Advisors, LLCTroy, MI · 404 clientsWealth manager
    Schwab 100%
    $1.1B
  14. 5188
    Uptick Partners, LLCNacogdoches, TX · 1,139 clientsWealth manager
    Pershing 47%Schwab 40%
    $1.1B
  15. 5189
    Penso Advisors, LLCNew York, NY · 4 clientsPrivate fund adviser
    J.P. Morgan 99%
    $1.1B
  16. 5190
    Schnieders Capital Management, LLC.Pasadena, CA · 481 clientsWealth manager
    Pershing 65%Merrill / Bank of America 22%
    $1.1B
  17. 5192
    Talson Capital Management L.P.Stamford, CT · 36 clientsPrivate fund adviser
    Schwab 100%
    $1.1B
  18. 5193
    McGuire Wealth ManagementWakefield, RI · 314 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $1.1B
  19. 5194
    Hanson & Doremus Investment ManagementBurlington, VT · 622 clientsWealth manager
    Schwab 100%
    $1.1B
  20. 5195
    Beekman Investment AdvisorsNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  21. 5196
    Talon LLCSan Juan, PR · 1,921 clientsWealth manager
    Fidelity Distributors Company 67%Schwab 29%
    $1.1B
  22. 5198
    Avidity Partners Management LPDallas, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  23. 5199
    Fourpath Capital Management, LLCOklahoma City, OK · 821 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $1.1B
  24. 5202
    Brio Financial GroupSan Francisco, CA · 804 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.1B
  25. 5204
    Seer Capital Management LPNew York, NY · 64 clientsAsset manager
    No custodian reported
    $1.1B
  26. 5205
    Worthpointe626 clientsWealth manager
    Schwab 100%
    $1.1B
  27. 5206
    Bsip SLP GP, LLCFrisco, TX · 17 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  28. 5207
    Sequent Asset Management, LLCHouston, TX · 335 clientsWealth manager
    Fidelity 100%
    $1.1B
  29. 5208
    Form Wealth Advisors, LLCLake Geneva, WI · 794 clientsWealth manager
    Raymond James 100%
    $1.1B
  30. 5209
    Stepp & Rothwell IncOverland Park, KS · 340 clientsWealth manager
    Schwab 100%
    $1.1B
  31. 5210
    Armbruster Capital Management, Inc.Pittsford, NY · 524 clientsWealth manager
    Schwab 100%
    $1.1B
  32. 5211
    Griffin Asset Management, LLCNew York, NY · 689 clientsWealth manager
    Fidelity 47%Pershing 30%UBS 24%
    $1.1B
  33. 5212
    Freedom 3 Capital LLCNew York, NY · 23 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  34. 5213
    Preston CapitalAliso Viejo, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  35. 5214
    Revolvercap Management, L.P.Teaneck, NJ · 3 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  36. 5216
    DGS Capital ManagementJersey City, NJ · 400 clientsWealth manager
    Schwab 100%
    $1.1B
  37. 5218
    Goldstone Financial Group, LLCOakbrook Terrace, IL · 1,675 clientsWealth manager
    Schwab 100%
    $1.1B
  38. 5220
    Sator Grove Management Company, LLC2 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  39. 5221
    Wndrco Capital Management LLCSan Francisco, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  40. 5223
    Jamison Private Wealth Management, Inc.Milton, GA · 534 clientsWealth manager
    Schwab 100%
    $1.1B

RIAs by state