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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. 5693
    Mengis Capital Management, Inc.Portland, OR · 300 clientsWealth manager
    Schwab 89%
    $903M
  2. 5694
    Formidable Asset Management, LLCCincinnati, OH · 900 clientsWealth manager
    Raymond James 52%LPL Financial 26%
    $903M
  3. 5695
    Studio Investment ManagementChicago, IL · 355 clientsWealth manager
    Schwab 100%
    $903M
  4. 5696
    Distributed Global Manager LPAustin, TX · 17 clientsPrivate fund adviser
    No custodian reported
    $903M
  5. 5699
    The Fairman Group, LLCChesterbrook, PA · 142 clientsWealth manager
    Schwab 100%
    $902M
  6. 5700
    New Vernon CapitalMorristown, NJ · 44 clientsPrivate fund adviser
    Pershing 100%
    $902M
  7. 5702
    Trimer Capital Management LPSan Francisco, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $901M
  8. 5703
    Marsjewett Financial GroupBellevue, WA · 717 clientsWealth manager
    Fidelity 100%
    $901M
  9. 5704
    Riata Capital Group, LLCDallas, TX · 15 clientsPrivate fund adviser
    No custodian reported
    $901M
  10. 5706
    Greenup Street Wealth Management LLCOverland Park, KS · 973 clientsWealth manager
    Fidelity 76%Schwab 24%
    $900M
  11. 5707
    First Turn Management, LLCSolana Beach, CA · 4 clientsAsset manager
    Citi 90%
    $900M
  12. 5709
    93 Financial Group, LLCWoburn, MA · 1,175 clientsWealth manager
    Schwab 100%
    $900M
  13. 5710
    Malabar Investments, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $900M
  14. 5712
    Goldner HawnMinneapolis, MN · 3 clientsPrivate fund adviser
    No custodian reported
    $899M
  15. 5714
    Riskbridge Advisors, LLCNorwalk, CT · 293 clientsAsset manager
    Schwab 87%
    $898M
  16. 5715
    Blockchange Management LLC19 clientsPrivate fund adviser
    No custodian reported
    $898M
  17. 5717
    Sawyer Falduto Asset Management, LLCElmhurst, IL · 514 clientsAsset manager
    Schwab 100%
    $897M
  18. 5718
    Key Client Fiduciary Advisors, LLCFairfield, NJ · 2,272 clientsWealth manager
    Schwab 100%
    $896M
  19. 5719
    Christopher Weil & Co IncSan Diego, CA · 519 clientsWealth manager
    Fidelity 100%
    $896M
  20. 5722
    Maytech Global InvestmentsNew York, NY · 126 clientsWealth manager
    Interactive Brokers 68%Schwab 32%
    $895M
  21. 5724
    Makrod Investment Associates IncVerona, NJ · 576 clientsWealth manager
    Schwab 82%
    $894M
  22. 5726
    Teleo Capital Management LLCBoise, ID · 8 clientsPrivate fund adviser
    No custodian reported
    $894M
  23. 5727
    Atlantic Private Wealth, LLCChapel Hill, NC · 208 clientsWealth manager
    Fidelity 100%
    $894M
  24. 5728
    Allspring Global Investments (singapore) PTE. LTD.Singapore, Singapore · 3 clientsAsset manager
    State Street 100%
    $894M
  25. 5730
    Vance WealthSanta Clarita, CA · 428 clientsWealth manager
    Fidelity 100%
    $894M
  26. 5731
    The Millstone Evans Group, LLCBoulder, CO · 654 clientsWealth managerWrap sponsor
    Raymond James 100%
    $893M
  27. 5732
    Acorn Capital ManagementOklahoma City, OK · 10 clientsPrivate fund adviser
    No custodian reported
    $893M
  28. 5734
    JLB & Associates IncPlymouth, MI · 291 clientsWealth manager
    Schwab 78%
    $893M
  29. 5736
    AutopilotNew York, NY · 103,270 clientsWealth manager
    No custodian reported
    $892M
  30. 5738
    Oneprime CapitalPalo Alto, CA · 18 clientsPrivate fund adviser
    No custodian reported
    $892M
  31. 5739
    GEC Advisors LLCHouston, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $892M
  32. 5740
    HeadinvestPortland, ME · 445 clientsWealth manager
    Schwab 100%
    $892M
  33. 5741
    Swisspartners AdvisorsZurich, Switzerland · 90 clientsWealth manager
    Bank Julius Baer 62%
    $892M
  34. 5742
    PactNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $892M
  35. 5747
    Entrepreneur First Investment Manager LLPLondon, United Kingdom · 10 clientsPrivate fund adviser
    No custodian reported
    $891M
  36. 5748
    LWO LLCDallas, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $891M
  37. 5749
    Bluescape Energy Partners LLCDallas, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $890M
  38. 5750
    Thomas J. Herzfeld Advisors, Inc.Miami Beach, FL · 300 clientsPrivate fund adviser
    Schwab 41%RBC 37%
    $890M
  39. 5753
    J.P. King Advisors, Inc.Walnut Creek, CA · 452 clientsWealth manager
    Fidelity 66%Schwab 33%
    $890M
  40. 5754
    3chopt Investment Partners LLCRichmond, VA · 236 clientsWealth manager
    Schwab 100%
    $889M

RIAs by state