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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. 5808
    Affinity Wealth Management LLCWilmington, DE · 664 clientsWealth manager
    Schwab 100%
    $873M
  2. 5809
    Alpha Capital ManagementAustin, TX · 468 clientsWealth manager
    Schwab 89%
    $871M
  3. 5810
    Marlin Manager, LLCSaint Petersburg, FL · 5 clientsAsset manager
    No custodian reported
    $871M
  4. 5811
    Oak Grove Capital, LLC115 clientsWealth manager
    Schwab 100%
    $871M
  5. 5813
    Prairie CapitalChicago, IL · 6 clientsPrivate fund adviser
    No custodian reported
    $870M
  6. 5814
    Atlas Capital Management CorpFt Wayne, IN · 3,261 clientsWealth manager
    Axos 100%
    $870M
  7. 5815
    Pine Valley Capital Partners LLCAustin, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $870M
  8. 5816
    Redw Wealth LLCAlbuquerque, NM · 403 clientsAsset manager
    Schwab 78%
    $869M
  9. 5817
    Canopy PartnersCincinnati, OH · 8 clientsWealth manager
    Schwab 100%
    $869M
  10. 5819
    BG Investment Services, LLCHagatna, Guam · 722 clientsAsset manager
    Fidelity 96%
    $868M
  11. 5820
    Aspen Renewable Investments, L.L.C.New York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $868M
  12. 5821
    Circle Advisers IncNew York, NY · 348 clientsWealth manager
    Schwab 81%
    $868M
  13. 5822
    Integrity Financial CorporationJackson, WY · 1,450 clientsWealth manager
    Schwab 100%
    $868M
  14. 5824
    Highline Wealth PartnersSherman Oaks, CA · 360 clientsWealth manager
    Schwab 100%
    $868M
  15. 5825
    TMB Capital Partners, LLCLittle Rock, AR · 432 clientsWealth manager
    Raymond James 100%
    $868M
  16. 5828
    StorgeCoral Gables, FL · 70 clientsWealth manager
    Banco De Sabadell, S.A. 30%Morgan Stanley 24%UBS 23%J.P. Morgan 22%
    $867M
  17. 5829
    Asendo Wealth AdvisoryColumbus, OH · 1,157 clientsWealth manager
    Fidelity 100%
    $867M
  18. 5830
    WellfullHarleysville, PA · 801 clientsWealth manager
    Schwab 100%
    $866M
  19. 5832
    KKM Financial LLCChicago, IL · 162 clientsAsset manager
    Schwab 73%Pershing 27%
    $866M
  20. 5835
    Charger Investment Partners LPEl Segundo, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $865M
  21. 5837
    Treo Asset Management, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $865M
  22. 5838
    Backcast Partners Management LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $864M
  23. 5839
    Moody Aldrich Partners, LLCMarblehead, MA · 376 clientsAsset manager
    Goldman Sachs 25%
    $864M
  24. 5840
    I80 Group LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $864M
  25. 5841
    Greenrock Research, Inc.Chicago, IL · 25 clientsAsset manager
    No custodian reported
    $864M
  26. 5842
    Lloyd Capital LLCKilchberg, Switzerland · 16 clientsPrivate fund adviser
    J.P. Morgan 100%
    $863M
  27. 5843
    Cartesian Capital GroupNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $863M
  28. 5844
    Ativo Capital Management, LLCChicago, IL · 17 clientsAsset manager
    Northern Trust 52%State Street 48%
    $863M
  29. 5845
    Arc Capital PartnersLos Angeles, CA · 11 clientsPrivate fund adviser
    No custodian reported
    $862M
  30. 5847
    GSG Advisors LLCMount Laurel, NJ · 183 clientsWealth manager
    No custodian reported
    $862M
  31. 5848
    McMill CPA and AdvisorsNorfolk, NE · 5,656 clientsWealth manager
    Schwab 100%
    $862M
  32. 5849
    Front Street Capital Management, Inc.Missoula, MT · 1,208 clientsWealth manager
    SEI 80%
    $862M
  33. 5850
    The High Net Worth Advisory Group, LLCNaples, FL · 426 clientsWealth manager
    Raymond James 100%
    $862M
  34. 5851
    Meridian Investment AdvisorsLittle Rock, AR · 233 clientsAsset manager
    Schwab 65%
    $862M
  35. 5852
    Halle Capital Management LPNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $862M
  36. 5853
    Elite Wealth Management, Inc.Kirkland, WA · 469 clientsWealth manager
    Interactive Brokers 54%Schwab 46%
    $861M
  37. 5857
    1confirmationIncline Village, NV · 10 clientsPrivate fund adviser
    No custodian reported
    $860M
  38. 5861
    Cannae Portfolio Advisors, LLCStamford, CT · 4 clientsPrivate fund adviser
    No custodian reported
    $859M
  39. 5862
    J.H. Whitney Capital Partners, LLCNew Canaan, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $859M
  40. 5863
    Sengu Capital LimitedHong Kong, Hong Kong · 7 clientsAsset manager
    Morgan Stanley 55%Barclays 22%
    $859M

RIAs by state