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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. 5641
    Old West Investment Management, LLCLos Angeles, CA · 842 clientsPrivate fund adviser
    Schwab 60%Wells Fargo 40%
    $916M
  2. 5642
    Dome Equities, LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $915M
  3. 5643
    Madryn Asset Management, LPNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $915M
  4. 5644
    Fi401k AdvisorsCentennial, CO · 305 clientsAsset managerHybrid
    MID Atlantic Trust 47%Matrix Trust 28%Reliance Trust 25%
    $915M
  5. 5645
    Strategicpoint Investment Advisors LLCProvidence, RI · 709 clientsWealth managerAffiliated broker-dealer
    Fidelity 100%
    $915M
  6. 5646
    Extract AdvisorsCalabasas, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $914M
  7. 5647
    Rosemeyer Management GroupPlatteville, WI · 1,166 clientsWealth manager
    Schwab 100%
    $914M
  8. 5648
    Christopher & Co., LLCAustin, TX · 25 clientsPrivate fund adviser
    No custodian reported
    $914M
  9. 5649
    McMillan Office, Inc.St. Clair Shores, MI · 453 clientsWealth manager
    RBC 100%
    $914M
  10. 5650
    Partners in Financial Planning, LLCSalem, VA · 396 clientsWealth manager
    Schwab 87%
    $914M
  11. 5651
    RFE Management CorporationWestport, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $913M
  12. 5652
    Braemont CapitalDallas, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $913M
  13. 5653
    System 2 Advisors, L.P.Summit, NJ · 11 clientsPrivate fund adviser
    No custodian reported
    $913M
  14. 5654
    Briaud Financial AdvisorsCollege Station, TX · 279 clientsWealth manager
    Schwab 87%
    $913M
  15. 5655
    Beverly Hills Private Wealth, LLCBeverly Hills, CA · 250 clientsWealth manager
    Goldman Sachs 100%
    $912M
  16. 5656
    Guardian Financial Partners, LLCOrange, CA · 433 clientsAsset manager
    Schwab 100%
    $912M
  17. 5657
    SG Trading Solutions, LLCBountiful, UT · 6 clientsAsset manager
    No custodian reported
    $912M
  18. 5658
    Brookfield Asset Management PIC BMG, LLCNew York, NY · 5 clientsPrivate fund adviserHybridBrookfield Advisors (hong Kong) Limited, Brookfield Australia Funds Management Limited
    No custodian reported
    $912M
  19. 5659
    Peak Wealth SolutionsPepper Pike, OH · 718 clientsWealth managerHybrid
    Fidelity 100%
    $912M
  20. 5660
    Trubee Wealth Advisors, Inc.Buffalo, NY · 734 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $911M
  21. 5661
    Nesteggs, Inc.Jacksonville, FL · 616 clientsAsset manager
    Schwab 100%
    $911M
  22. 5662
    Moon Capital Management LPNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $911M
  23. 5663
    Claris Advisors, LLCSt. Louis, MO · 331 clientsWealth manager
    Schwab 79%
    $911M
  24. 5664
    Tiempo Capital PartnersMiami, FL · 65 clientsWealth manager
    J.P. Morgan 50%Fidelity 35%
    $911M
  25. 5665
    Syverson StregeWest Des Moines, IA · 528 clientsWealth manager
    Schwab 59%SEI 41%
    $911M
  26. 5666
    Constitution Capital PM, L. P.Andover, MA · 1 clientsAsset managerHybrid
    No custodian reported
    $911M
  27. 5667
    Taylor Derrick Capital, L.L.C.Salt Lake City, UT · 12 clientsPrivate fund adviser
    No custodian reported
    $911M
  28. 5668
    Singer Wealth Advisors LLCBoca Raton, FL · 953 clientsWealth manager
    Schwab 100%
    $911M
  29. 5669
    Brookmont Capital ManagementDallas, TX · 65 clientsAsset manager
    Fidelity/national Financial Securities 100%
    $910M
  30. 5670
    FCA Partners, LLCCharlotte, NC · 1 clientsAsset manager
    Mmac-Fca Two 42%Folio 36%
    $910M
  31. 5671
    Strategic Planning GroupBountiful, UT · 1,622 clientsWealth manager
    Fidelity 75%Schwab 25%
    $910M
  32. 5672
    Cullen Investment GroupLafayette, LA · 611 clientsWealth manager
    Raymond James 100%
    $910M
  33. 5673
    Clayton Wealth PartnersTopeka, KS · 753 clientsWealth manager
    Fidelity 100%
    $910M
  34. 5674
    Covenant Wealth AdvisorsRichmond, VA · 523 clientsWealth manager
    Fidelity 54%Schwab 46%
    $910M
  35. 5675
    Dean InvestmentsBeavercreek, OH · 308 clientsAsset manager
    Fidelity 88%
    $909M
  36. 5676
    Gerald Baker Financial Group, L.l.c.dba Baker Financial ServicesArlington, TX · 482 clientsWealth managerHybridGRB Financial LLC
    Schwab 100%
    $909M
  37. 5677
    Estancia Capital Management, LLCScottsdale, AZ · 6 clientsPrivate fund adviserAffiliated broker-dealerSnowden Account Services LLC, clears through Pershing
    No custodian reported
    $908M
  38. 5678
    Darwin Ventures, LLCSandpoint, ID · 12 clientsPrivate fund adviser
    No custodian reported
    $908M
  39. 5679
    First Eagle Separate Account Management, LLCNew York, NY · 1,821 clientsAsset managerHybridFEF Distributors, LLC
    UBS 100%
    $908M
  40. 5680
    Alley CompanyLake Forest, IL · 170 clientsWealth managerAffiliated broker-dealer
    Schwab 100%
    $907M

RIAs by state