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FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch next
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas 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

236 firms manage $4.3 trillionGoldman Sachs

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. 11899
    4thought Financial Group Inc.Syosset, NY · 344 clientsWealth managerWrap sponsor
    Goldman Sachs 100%
    $214M
  2. 11990
    Pearlstone Alternative (UK) LLPLondon, United Kingdom · 2 clientsPrivate fund adviser
    Goldman Sachs 100%
    $210M
  3. 12554
    Shadowfall Capital & Research LLPLondon, United Kingdom · 5 clientsPrivate fund adviser
    Goldman Sachs 96%
    $188M
  4. 12658
    Equity Armor InvestmentsChicago, IL · 92 clientsAsset manager
    Schwab 81%
    $184M
  5. 12778
    Kestrel Investment Management CorpSAN Mateo, CA · 9 clientsAsset manager
    State Street 62%FNZ Trust 27%
    $180M
  6. 13135
    Wallick Investments, LLCColumbia, SC · 304 clientsWealth manager
    Goldman Sachs 74%Schwab 26%
    $168M
  7. 13146
    Lloyd Park, LLC97 clientsWealth manager
    Schwab 89%
    $168M
  8. 13213
    Cambier Capital, LLCNaples, FL · 93 clientsWealth manager
    Goldman Sachs 63%Schwab 37%
    $165M
  9. 13335
    Martinwright Advisory, LLCAtlanta, GA · 116 clientsWealth manager
    Goldman Sachs 100%
    $161M
  10. 13646
    Horizons Sustainable Financial Services, Inc.Santa FE, NM · 310 clientsWealth manager
    Schwab 63%Goldman Sachs 37%
    $151M
  11. 13677
    Atlantis Wealth Advisors LLCMaumee, OH · 338 clientsWealth managerHybrid
    Fidelity 78%
    $150M
  12. 13686
    Felis Advantage, LPBoston, MA · 3 clientsAsset manager
    Morgan Stanley 50%Goldman Sachs 50%
    $150M
  13. 13693
    Cavalcade Capital LLCNew York, NYWealth manager
    Goldman Sachs 79%
    $150M
  14. 13952
    Financial Trust Asset Management CharteredBoca Raton, FL · 208 clientsWealth manager
    Schwab 74%Goldman Sachs 26%
    $142M
  15. 14183
    Chicago Capital Management Advisors, LLCLisle, IL · 620 clientsWealth managerHybridAmerican Trust Investment Services, Inc.
    Fidelity 39%Schwab 33%
    $135M
  16. 14307
    Lmpg Wealth Advisors, LLCMiami, FL · 58 clientsWealth manager
    Goldman Sachs 100%
    $132M
  17. 14347
    The Sherry Group, Inc.Mountain Home, AR · 203 clientsWealth managerHybrid
    Goldman Sachs 100%
    $130M
  18. 14453
    Citigroup Alternative Investments LLCNew York, NY · 13 clientsPrivate fund adviserHybridCitigroup Global Markets Inc.
    Goldman Sachs 100%
    $127M
  19. 14526
    Bastion Fiduciary242 clientsWealth manager
    Goldman Sachs 53%Schwab 47%
    $125M
  20. 14624
    Alphabond LLCPalm Beach, FL · 2 clientsAsset manager
    Goldman Sachs 100%
    $123M
  21. 14803
    Pinnacle Wealth Management, Inc.Brighton, MI · 271 clientsWealth managerWrap sponsor
    Schwab 55%Goldman Sachs 45%
    $118M
  22. 15156
    Safe Harbor Retirement Planners296 clientsWealth manager
    Goldman Sachs 92%
    $109M
  23. 15264
    Ormonde Investment Management, LLCDallas, TX · 3 clientsWealth manager
    Goldman Sachs 67%Citi 33%
    $105M
  24. 15278
    Wealth EngagementAtlanta, GA · 60 clientsWealth manager
    Goldman Sachs 84%
    $105M
  25. 15298
    Cruiser Capital Advisors, LLCStamford, CT · 6 clientsPrivate fund adviser
    Pershing 82%
    $104M
  26. 15301
    Red SevenEscondido, CA · 261 clientsWealth manager
    Goldman Sachs 100%
    $104M
  27. 15434
    Arex Capital Management, LPNew York, NY · 12 clientsPrivate fund adviser
    Goldman Sachs 87%
    $99M
  28. 15603
    Route 20 Private Wealth Inc.Fort Lauderdale, FL · 75 clientsWealth manager
    Goldman Sachs 54%Schwab 46%
    $84M
  29. 15658
    O Asset Management LLCFairport, NY · 2 clientsWealth manager
    Goldman Sachs 51%Stifel, Nicolaus & Company, Incorporated 49%
    $76M
  30. 15689
    The Bycoff Group LLC62 clientsWealth manager
    Interactive Brokers 72%Goldman Sachs 28%
    $73M
  31. 15825
    My Prosper TeamLehi, UT · 438 clientsPrivate fund adviser
    Goldman Sachs 77%Schwab 23%
    $58M
  32. 15856
    Valorem LLCNew York, NYWealth manager
    Goldman Sachs 79%
    $54M
  33. 15908
    Altai Capital Management, L.P.1 clientsWealth manager
    Goldman Sachs 39%Morgan Stanley 33%Schwab 27%
    $50M
  34. 16015
    NOW Asset Management LLCPurchase, NY · 1 clientsPrivate fund adviser
    Goldman Sachs 100%
    $40M
  35. 16083
    Sage Tree WealthFairport, NY · 210 clientsWealth managerWrap sponsor
    Interactive Brokers 90%
    $33M
  36. 16164
    Nexadvisors, LLCDallas, TX · 6 clientsWealth managerBank-affiliatedAffiliated broker-dealerNexbank Securities Inc, Nexpoint Securities, Inc.
    Pershing 74%Axos 24%
    $26M

RIAs by state