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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. 5544
    Vesey Street Capital PartnersNew York, NY · 19 clientsPrivate fund adviser
    No custodian reported
    $942M
  2. 5545
    EQ Wealth Management544 clientsWealth manager
    Fidelity 100%
    $942M
  3. 5546
    HCM WealthSan Rafael, CA · 296 clientsWealth manager
    Schwab 100%
    $942M
  4. 5547
    Disciplined Investors, L.L.C.Waco, TX · 528 clientsWealth manager
    Schwab 74%Empower Financial Services 26%
    $942M
  5. 5548
    Emerald Advisors, LLCBellevue, WA · 216 clientsWealth manager
    Fidelity 50%Schwab 50%
    $941M
  6. 5550
    Fagan Associates IncTroy, NY · 1,800 clientsWealth manager
    Schwab 100%
    $941M
  7. 5551
    Rudney AssociatesAlamo, CA · 470 clientsWealth manager
    Schwab 100%
    $940M
  8. 5552
    Develop Capital Partners, LP.Pittsford, NY · 1 clientsAsset manager
    Northern Trust 100%
    $940M
  9. 5553
    Blankinship & Foster, LLCSolana Beach, CA · 290 clientsWealth manager
    Schwab 100%
    $940M
  10. 5554
    Strattam Capital Management, LLCSan Francisco, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $939M
  11. 5556
    Roberts, Glore & Co.Deerfield, IL · 397 clientsWealth manager
    Fidelity 100%
    $938M
  12. 5557
    Cedar Street Asset Management LLCChicago, IL · 4 clientsAsset manager
    J.P. Morgan 73%
    $938M
  13. 5558
    MAC Alpha Capital Management, LPTampa, FL · 9 clientsAsset manager
    State Street 78%
    $938M
  14. 5559
    Sirios Capital Management, L.P.Boston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $937M
  15. 5561
    Stonebrook Private LLCNorthville, MI · 596 clientsWealth managerWrap sponsor
    Raymond James 100%
    $937M
  16. 5562
    Pabrai Investment FundsWest Lake Hills, TX · 6 clientsPrivate fund adviser
    Fidelity 72%UBS 28%
    $936M
  17. 5563
    ARA GC Partners, LLCHouston, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $936M
  18. 5564
    Hartline Investment CorporationWinnetka, IL · 266 clientsWealth manager
    Schwab 77%J.P. Morgan 23%
    $935M
  19. 5565
    HeronbridgeBath, United Kingdom · 4 clientsPrivate fund adviser
    J.P. Morgan 100%
    $935M
  20. 5566
    Financial Solutions Advisory GroupChicago, IL · 360 clientsWealth manager
    Schwab 100%
    $935M
  21. 5568
    Uniting Wealth PartnersDenver, CO · 854 clientsWealth manager
    Raymond James 76%Schwab 24%
    $935M
  22. 5569
    Sandlot Partners, LLCOrem, UT · 49 clientsPrivate fund adviser
    No custodian reported
    $934M
  23. 5570
    Telescope Partners LLCSan Francisco, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $934M
  24. 5572
    Mountain Pacific Investment Advisers, LLCBoise, ID · 319 clientsWealth manager
    Schwab 100%
    $934M
  25. 5573
    SEM Wealth ManagementTucson, AZ · 1,990 clientsWealth manager
    Axos 100%
    $933M
  26. 5574
    Trails Edge Capital Partners, LPAtlanta, GA · 3 clientsPrivate fund adviser
    No custodian reported
    $933M
  27. 5575
    Estabrook Capital Management LLCNew York, NY · 767 clientsWealth manager
    Schwab 81%
    $933M
  28. 5576
    Toscafund Asset ManagementLondon, United Kingdom · 7 clientsPrivate fund adviser
    No custodian reported
    $933M
  29. 5577
    3l Capital Management, LLCLos Angeles, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $932M
  30. 5578
    LsiaBloomfield Hills, MI · 193 clientsWealth manager
    Schwab 100%
    $932M
  31. 5580
    Prevail Innovative Wealth Advisors, LLCLeawood, KS · 822 clientsWealth managerWrap sponsor
    Schwab 100%
    $932M
  32. 5581
    Nw1 PartnersLondon, United Kingdom · 4 clientsPrivate fund adviser
    No custodian reported
    $932M
  33. 5582
    Frisch Financial Group, Inc.Melville, NY · 601 clientsWealth manager
    Schwab 100%
    $932M
  34. 5583
    Clearalpha Technologies LPGreenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $932M
  35. 5585
    Sky Investment Group LLCHartford, CT · 396 clientsWealth manager
    Schwab 69%
    $931M
  36. 5587
    PGI Wealth ManagementAlpharetta, GA · 497 clientsWealth manager
    Schwab 100%
    $931M
  37. 5589
    Sandalwood Securities, Inc.Roseland, NJ · 8 clientsPrivate fund adviser
    No custodian reported
    $930M
  38. 5591
    Trinity Fund Advisors LLCMiami, FL · 9 clientsPrivate fund adviser
    No custodian reported
    $930M
  39. 5592
    Stablepoint Partners, LLCBraintree, MA · 561 clientsWealth managerWrap sponsor
    Goldman Sachs 100%
    $930M
  40. 5593
    Wick Capital Partners, LLCWayne, PA · 367 clientsWealth manager
    Schwab 100%
    $930M

RIAs by state