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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. 5449
    Astoria Portfolio Advisors LLCNew York, NY · 123 clientsAsset manager
    Schwab 80%
    $978M
  2. 5450
    Keyframe Capital Partners, L.P.New York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $977M
  3. 5451
    Patton Wealth Advisors143 clientsPrivate fund adviser
    Interactive Brokers 88%
    $977M
  4. 5452
    MBE Wealth Management, LLCTomah, WI · 2,598 clientsWealth managerWrap sponsor
    Schwab 81%
    $977M
  5. 5453
    Night Squared LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $976M
  6. 5454
    Level Financial Advisors, Inc.East Amherst, NY · 728 clientsWealth manager
    Schwab 100%
    $975M
  7. 5456
    Balmoral Management II L.P.Los Angeles, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $974M
  8. 5457
    Maia WealthDenver, CO · 2,148 clientsWealth manager
    Schwab 98%
    $973M
  9. 5459
    Crewcial Partners LLCNew York, NY · 9 clientsAsset manager
    Fifth Third Bank 52%Comerica Bank 48%
    $972M
  10. 5460
    Aufman Associates IncSewickley, PA · 245 clientsWealth manager
    Schwab 100%
    $972M
  11. 5461
    Intertide PartnersChicago, IL · 2 clientsWealth manager
    Northern Trust 52%Schwab 48%
    $971M
  12. 5463
    ELK River Wealth Management LLCDenver, CO · 285 clientsWealth manager
    Fidelity 88%
    $971M
  13. 5464
    The Arkansas Financial Group, Inc.Little Rock, AR · 367 clientsWealth manager
    Fidelity 100%
    $971M
  14. 5465
    Scott Capital PartnersLondon, United Kingdom · 87 clientsWealth manager
    Brown Shipley & Co Limited 81%
    $971M
  15. 5467
    Columbus Macro, LLC22 clientsAsset manager
    Pershing 90%
    $970M
  16. 5468
    Cirrus Real Estate PartnersNew York, NY · 21 clientsPrivate fund adviser
    No custodian reported
    $970M
  17. 5469
    Bentoak CapitalWeatherford, TX · 798 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $970M
  18. 5470
    TDA Investment GroupSan Mateo, CA · 4 clientsAsset manager
    No custodian reported
    $969M
  19. 5471
    Carrera Capital AdvisorsTroy, MI · 998 clientsWealth manager
    Fidelity 79%
    $969M
  20. 5473
    CAT Rock Capital Management LPGreenwich, CT · 4 clientsPrivate fund adviser
    No custodian reported
    $968M
  21. 5475
    Factorial Funds Management LLCSan Francisco, CA · 25 clientsPrivate fund adviser
    No custodian reported
    $967M
  22. 5476
    Lifeworks Advisors, LLCGrand Rapids, MI · 1,814 clientsWealth managerWrap sponsor
    Schwab 72%
    $967M
  23. 5477
    Petrichor Healthcare Capital Management LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $966M
  24. 5478
    Timefolio Asset Management Singapore PTE. LTD.Singapore, Singapore, Singapore · 27 clientsPrivate fund adviser
    No custodian reported
    $966M
  25. 5479
    Ashford Capital Management IncWilmington, DE · 92 clientsAsset manager
    Wilmington Trust 59%Fidelity 25%
    $966M
  26. 5480
    Unique Wealth, LLCTampa, FL · 846 clientsWealth manager
    Pershing 100%
    $966M
  27. 5481
    Hexagon Capital Partners, LLCRogers, AR · 445 clientsWealth manager
    Schwab 100%
    $965M
  28. 5482
    Curiam Capital LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $965M
  29. 5484
    Revival Healthcare Capital LLCAustin, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $964M
  30. 5485
    Grace & White, IncNew York, NY · 187 clientsWealth manager
    Tocqueville Securities L.P. 63%Butterfield Trust (bermuda) Limited 23%
    $964M
  31. 5486
    Zenith AMParis, France · 53 clientsPrivate fund adviser
    No custodian reported
    $964M
  32. 5487
    AMI Investment Management IncKendallville, IN · 315 clientsAsset manager
    Schwab 100%
    $964M
  33. 5488
    Boone Capital Management LLCAtlanta, GA · 3 clientsPrivate fund adviser
    No custodian reported
    $963M
  34. 5489
    Bison Capital Asset Management, LLCSanta Monica, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $962M
  35. 5490
    Partners for GrowthTiburon, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $962M
  36. 5492
    Intelligent Wealth Solutions LLCAustin, TX · 3,156 clientsWealth manager
    Fidelity Distributors Company 65%Schwab 35%
    $961M
  37. 5493
    White DeerHouston, TX · 15 clientsPrivate fund adviser
    No custodian reported
    $961M
  38. 5494
    Folium Capital LPBurlington, MA · 8 clientsPrivate fund adviser
    No custodian reported
    $960M
  39. 5495
    Tranquility Partners, LLCBrentwood, TN · 259 clientsWealth manager
    Fidelity 89%
    $960M
  40. 5497
    Kingdon Capital Management, L.L.C.New York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $960M

RIAs by state