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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. 5498
    Swander Pace CapitalBedminster, NJ · 5 clientsPrivate fund adviser
    No custodian reported
    $960M
  2. 5499
    Roehl & YI Investment Advisors, LLCEugene, OR · 500 clientsWealth managerWrap sponsor
    Schwab 55%Pershing 45%
    $959M
  3. 5500
    Militia Capital Management, LLCAustin, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $959M
  4. 5501
    Leonard Rickey Investment Advisors, P.L.L.C.Yakima, WA · 1,102 clientsWealth manager
    Schwab 100%
    $958M
  5. 5502
    Cortland Associates IncSt. Louis, MO · 387 clientsWealth manager
    Schwab 86%
    $958M
  6. 5503
    EOS Management, L.P.New York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $957M
  7. 5504
    Corsair Capital Management, L.P.New York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $957M
  8. 5507
    Pioneer Family Office, LLCNorth Miami Beach, FL · 170 clientsAsset manager
    Morgan Stanley 68%Bank Julius BAR & Co.ag 32%
    $957M
  9. 5508
    MBR FinancialHouston, TX · 480 clientsWealth manager
    Fidelity 100%
    $956M
  10. 5510
    Rudius Management, L.P.New York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $956M
  11. 5511
    Thorntree Capital Partners LPBoston, MA · 6 clientsPrivate fund adviser
    No custodian reported
    $955M
  12. 5512
    Foresight Global Investors, Inc.Purchase, NY · 17 clientsAsset manager
    State Street 52%J.P. Morgan 27%
    $955M
  13. 5513
    Buoyant Capital Private LimitedMumbai, India · 7,182 clientsWealth manager
    Hdfc Bank 100%
    $955M
  14. 5514
    Cdam (UK) LTDLondon, United Kingdom · 1 clientsAsset manager
    Northern Trust 56%BNY 44%
    $954M
  15. 5515
    Tarbox Family Office, Inc.Newport Beach, CA · 230 clientsWealth manager
    Schwab 100%
    $954M
  16. 5516
    Arvin Capital Management LPAustin, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $953M
  17. 5517
    Slow Capital, Inc.Greenbrae, CA · 100 clientsAsset manager
    Fidelity 64%Schwab 22%
    $953M
  18. 5518
    Builder Investment GroupAtlanta, GA · 185 clientsWealth manager
    Schwab 84%
    $953M
  19. 5520
    D.B. Root & Company, LLCPittsburgh, PA · 777 clientsWealth manager
    Schwab 100%
    $952M
  20. 5521
    Martin, Javan Von33 clientsWealth manager
    Vanguard 100%
    $952M
  21. 5522
    Converium Capital Inc.Montreal, Quebec, Canada · 4 clientsPrivate fund adviser
    No custodian reported
    $952M
  22. 5523
    Legacy Financial Strategies, LLCOverland Park, KS · 696 clientsWealth manager
    Schwab 100%
    $952M
  23. 5524
    Cornerstone Planning GroupFairfield, NJ · 1,251 clientsWealth manager
    Schwab 100%
    $952M
  24. 5525
    American Financial Advisors, LLC.Marietta, GA · 820 clientsWealth manager
    Schwab 52%Fidelity 48%
    $950M
  25. 5526
    Brickley Wealth ManagementSan Mateo, CA · 196 clientsWealth manager
    Schwab 100%
    $950M
  26. 5527
    Everview Partners, L.P.New York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $950M
  27. 5529
    Headlands CapitalNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $949M
  28. 5530
    Ground Swell Capital, LLCFolly Beach, SC · 2 clientsPrivate fund adviser
    No custodian reported
    $949M
  29. 5531
    Petrocap, LLCDallas, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $949M
  30. 5532
    SMI Advisory Services, LLCColumbus, IN · 1,083 clientsWealth managerWrap sponsor
    Schwab 100%
    $949M
  31. 5533
    The Mosaic Financial Group, LLCChicago, IL · 133 clientsWealth manager
    Schwab 100%
    $949M
  32. 5534
    Destiny Wealth Partners, LLCTavares, FL · 939 clientsWealth managerWrap sponsor
    Schwab 66%
    $947M
  33. 5535
    HBC Group LLC.1 clientsPrivate fund adviser
    No custodian reported
    $947M
  34. 5536
    Auxier Asset ManagementAurora, OR · 506 clientsWealth manager
    Schwab 100%
    $946M
  35. 5538
    Asset Risk Consultants (UK) LimitedLondon, United Kingdom · 10 clientsWealth manager
    No custodian reported
    $945M
  36. 5539
    DGV Solutions LPMinnetonka, MN · 2 clientsPrivate fund adviser
    Northern Trust 100%
    $944M
  37. 5540
    Edgbaston Investment PartnersLondon, United Kingdom · 3 clientsPrivate fund adviser
    State Street 100%
    $944M
  38. 5541
    Hazelview Securities Inc.Toronto, Ontario, Canada · 7 clientsBroker-dealer firm
    Helaba Landesbank Hessen Thuringen 47%CIBC Mellon Trust 35%
    $943M
  39. 5542
    Lafayette Investments, Inc.Ashton, MD · 245 clientsWealth manager
    Schwab 100%
    $943M
  40. 5543
    Ashford Advisors, LLCPittsford, NY · 79 clientsWealth manager
    Schwab 76%Northern Trust 24%
    $943M

RIAs by state