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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

2,295 firms manage $19.1 trillionFidelity

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. 15977
    Lava Wealth Management, LLC34 clientsWealth manager
    Schwab 89%
    $43M
  2. 16007
    Magellan Financial Solutions LLCWarwick, NY · 44 clientsWealth manager
    Fidelity 100%
    $40M
  3. 16010
    CIO Capital Group LLCNew York, NY · 7 clientsWealth managerWrap sponsor
    Fidelity 100%
    $40M
  4. 16036
    Hermitage WealthRichmond, VA · 197 clientsWealth managerHybrid
    Fidelity 86%
    $38M
  5. 16042
    Majority Asset Management, Inc.12 clientsWealth manager
    Schwab 81%
    $37M
  6. 16108
    Firethorn Partners, LLCVancouver, BC, Canada · 59 clientsWealth managerHybrid
    Fidelity 100%
    $30M
  7. 16135
    Derivaty CoWhite Plains, NY · 3 clientsAsset manager
    Fidelity 93%
    $28M
  8. 16151
    Museum Mile Funds LLCNew York, NY · 1 clientsPrivate fund adviser
    Schwab 62%Fidelity 38%
    $27M
  9. 16186
    GBG Wealth Management LLCLone Tree, CO · 31 clientsWealth manager
    Fidelity 100%
    $24M
  10. 16209
    BP Capital Fund Advisors, LLCWealth managerHybrid
    Fidelity 100%
    $20M
  11. 16285
    Advanced Advisor Group, LLCCambridge, MN · 58 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $11M
  12. 16287
    Gravity Capital Partners, LLCAsset manager
    Fidelity 100%
    $11M
  13. 16288
    Everkey Financial LLCKaty, TXAsset manager
    Fidelity 66%Stancorp Equities 34%
    $11M
  14. 16354
    Cynosure Portfolio Advisors LLCSalt Lake City, UT · 48 clientsWealth manager
    Fidelity 100%
    $6M
  15. 16549
    Zacks Intelligence LLCChicago, IL · 1 clientsWealth managerHybridLbmz Securities, Inc., clears through Interactive Brokers
    Schwab 0%Fidelity 0%
    $0K

RIAs by state