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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.

Filters

17,210 firms manage $177.9 trillion

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. 4441
    MSA FinancialBraintree, MA · 1,338 clientsWealth manager
    Fidelity 100%
    $1.4B
  2. 4442
    Polymer Capital Management (US), LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  3. 4443
    Thorofare, LLCEl Segundo, CA · 2 clientsPrivate fund adviserHybridManning & Napier Investor Services, Inc.
    No custodian reported
    $1.4B
  4. 4444
    Hudson Way Capital Management, LLCDallas, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  5. 4445
    49 FinancialAustin, TX · 3,839 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  6. 4446
    Schroder Wealth Management (US) LimitedLondon, United Kingdom · 272 clientsWealth managerBank-affiliated
    Royal Bank of Canada (channel Islands) Limited 87%
    $1.4B
  7. 4447
    DC Capital Partners Management, L.P.Alexandria, VA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  8. 4448
    Howard Financial Services, LTD.Dallas, TX · 446 clientsWealth manager
    Schwab 100%
    $1.4B
  9. 4449
    Silicon Valley Retirement Services, LLCSan Jose, CA · 50 clientsWealth manager
    No custodian reported
    $1.4B
  10. 4450
    Alterna Wealth Management, Inc.Houston, TX · 1,316 clientsWealth managerHybridAlterna Securities, Inc.
    Pershing 100%
    $1.4B
  11. 4451
    Werba Rubin Papier Wealth Management, LLCSan Jose, CA · 677 clientsWealth manager
    Schwab 87%
    $1.4B
  12. 4452
    Pivot Capital Partners LLCChicago, ILAsset manager
    ETC Brokerage Services 100%
    $1.4B
  13. 4453
    Verity Investment PartnersBeaufort, SC · 472 clientsWealth manager
    Schwab 100%
    $1.4B
  14. 4454
    Laurel Oak Wealth Management, LLCMarlton, NJ · 4,662 clientsWealth managerWrap sponsorHybrid
    Goldman Sachs 100%
    $1.4B
  15. 4455
    Asset AdvisorsAugusta, GA · 476 clientsWealth managerAffiliated broker-dealer
    Schwab 100%
    $1.4B
  16. 4456
    Double Eagle Family Offices, LLCFort Worth, TX · 21 clientsAsset manager
    Fidelity 100%
    $1.4B
  17. 4457
    Acorn Financial Advisory Services, Inc.Reston, VA · 2,619 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  18. 4458
    Fourworld Capital Management LLCNew York, NY · 26 clientsPrivate fund adviser
    State Street 41%Morgan Stanley 38%
    $1.4B
  19. 4459
    St. Denis J. Villere & Co., LLCNew Orleans, LA · 381 clientsWealth manager
    Schwab 100%
    $1.4B
  20. 4460
    Matrix Asset Advisors IncWhite Plains, NY · 650 clientsWealth manager
    Schwab 100%
    $1.4B
  21. 4461
    Equity InternationalChicago, IL · 13 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  22. 4462
    Trustmont Advisory Group, Inc.Greensburg, PA · 4,322 clientsBroker-dealer firmHybridTrustmont Financial Group, Inc., clears through RBC Capital Markets
    No custodian reported
    $1.4B
  23. 4463
    Kudu Investment Holdings, LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  24. 4464
    Marietta Wealth Management, LLCMarietta, GA · 474 clientsWealth manager
    Schwab 81%
    $1.4B
  25. 4465
    Inspirion Wealth Advisors, LLCLibertyville, IL · 955 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $1.4B
  26. 4466
    Ironview Capital Management, LLCConshohocken, PA · 445 clientsWealth manager
    Schwab 77%Fidelity 23%
    $1.4B
  27. 4467
    ESM Management LLC5 clientsAsset manager
    BNY 76%U.S. Bank 24%
    $1.4B
  28. 4468
    Syntegra Private Wealth Group LLCChesterfield, MO · 2,125 clientsWealth managerHybrid
    Schwab 100%
    $1.4B
  29. 4469
    Corrum Capital Management LLCCharlotte, NC · 26 clientsPrivate fund adviserHybridM&n Investor Services
    No custodian reported
    $1.4B
  30. 4470
    Elyxium Wealth LLCBeverly Hills, CA · 56 clientsWealth manager
    Northern Trust 40%Fidelity 39%
    $1.4B
  31. 4471
    Range Advisory, LLCMcLean, VA · 1,773 clientsWealth managerAffiliated broker-dealerRange Investing, LLC
    Altruist 80%
    $1.4B
  32. 4472
    Security Capital ManagementWheeling, WV · 2,399 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $1.4B
  33. 4473
    Golden Bell Partners, LLC7 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  34. 4474
    Denali Advisors, LLCSan Diego, CA · 291 clientsAsset manager
    BNY 38%
    $1.4B
  35. 4475
    Journey Wealth ManagementCleveland, OH · 879 clientsWealth manager
    Fidelity 51%Schwab 49%
    $1.4B
  36. 4476
    Town Lane Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  37. 4477
    Millennium Investment and Retirement Advisors, LLC523 clientsAsset manager
    John Hancock Trust Company 37%John Hancock Life Insurance 33%Fidelity 30%
    $1.4B
  38. 4478
    Strategic Wealth Investment Group, LLCLouisville, KY · 3,900 clientsWealth manager
    Schwab 100%
    $1.4B
  39. 4479
    The Pinnacle Financial GroupRockville Centre, NY · 3,208 clientsWealth managerHybrid
    LPL Financial 97%
    $1.4B
  40. 4480
    Private Client Services, LLCLouisville, KY · 8,765 clientsBroker-dealer firmHybridPrivate Client Services
    No custodian reported
    $1.4B

RIAs by state