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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. 5761
    Martin Investment Management, LLCPalm Beach Gardens, FL · 281 clientsAsset manager
    State Street 70%J.P. Morgan 30%
    $888M
  2. 5762
    BIN Yuan Capital LimitedHong Kong, Hong Kong · 3 clientsPrivate fund adviser
    No custodian reported
    $888M
  3. 5763
    Remy Investors & Consultants, LLCLos Angeles, CA · 29 clientsAsset manager
    Fidelity 100%
    $888M
  4. 5764
    Bernicke Wealth ManagementAltoona, WI · 868 clientsBroker-dealer firmHybrid
    Schwab 100%
    $887M
  5. 5765
    Atika Capital Management, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $887M
  6. 5766
    Corinthia Global ManagementNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $887M
  7. 5767
    Strata Wealth Advisors, LLCDallas, TX · 227 clientsWealth manager
    Fidelity 100%
    $886M
  8. 5768
    Insight Equity Management Company LLCSouthlake, TX · 18 clientsPrivate fund adviser
    No custodian reported
    $886M
  9. 5769
    Covington Investment Advisors, Inc.Ligonier, PA · 236 clientsWealth manager
    Schwab 100%
    $886M
  10. 5770
    CFM Wealth Partners LLCAustin, TX · 280 clientsWealth manager
    Raymond James 100%
    $886M
  11. 5771
    Robert Harrell, IncorporatedAustin, TX · 67 clientsAsset manager
    SEI 67%
    $885M
  12. 5772
    Pearson Financial ServicesDennis, MA · 500 clientsWealth managerHybrid
    Schwab 100%
    $885M
  13. 5773
    New World Advisors LLCHingham, MA · 105 clientsWealth manager
    Fiduciary Trust 55%Schwab 45%
    $885M
  14. 5774
    United Capital Management of Kansas, Inc.Salina, KS · 1,655 clientsWealth managerHybrid
    Schwab 100%
    $885M
  15. 5775
    BOW Street LLCNew York, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $885M
  16. 5776
    Pilgrim Global Advisors LLCReno, NV · 2 clientsPrivate fund adviser
    No custodian reported
    $884M
  17. 5777
    Basepoint Wealth, LLCCedar Rapids, IA · 1,263 clientsWealth managerWrap sponsor
    Pershing 75%Fidelity 25%
    $884M
  18. 5778
    Lebenthal Diversified Asset Management Inc.Hauppauge, NYAsset managerHybridLebenthal Financial Services, Inc.
    Raymond James 53%Schwab 47%
    $884M
  19. 5779
    Sage Rhino Capital LLCMenlo Park, CA · 196 clientsWealth manager
    Fidelity 73%Schwab 27%
    $884M
  20. 5780
    CastellanLouisville, KY · 23 clientsWealth manager
    Schwab 100%
    $882M
  21. 5781
    Intelligence Driven Advisers, LLCCarlsbad, CA · 660 clientsWealth manager
    Schwab 100%
    $882M
  22. 5782
    Optas, LLCDripping Springs, TX · 137 clientsWealth manager
    Fidelity 100%
    $882M
  23. 5783
    All Star FinancialMinneapolis, MN · 558 clientsWealth managerBank-affiliated
    Fidelity 95%
    $882M
  24. 5784
    Freedom AdvisoryGuaynabo, PR · 528 clientsWealth manager
    Schwab 88%
    $881M
  25. 5785
    Roscommon Analytics LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $881M
  26. 5786
    Lyonross Capital Management, LLCWhite Plains, NYWealth manager
    Royal Bank of Canada 90%
    $881M
  27. 5787
    Bayshore CapitalTampa, FL · 43 clientsAsset manager
    Fidelity 100%
    $879M
  28. 5788
    Park Place Capital CorporationHomewood, AL · 610 clientsWealth managerBank-affiliatedHybridPark Place Capital Securities Corp.
    Schwab 60%Fifth Third Bank 40%
    $879M
  29. 5789
    Transatlantique Private Wealth LLCNew York, NY · 411 clientsWealth managerBank-affiliatedAffiliated broker-dealerCIC Market Solutions, Inc.
    Interactive Brokers 41%Banque Transatlantique Paris 38%
    $879M
  30. 5790
    Alongside, LLCAustin, TX · 2,122 clientsWealth manager
    Fidelity 100%
    $879M
  31. 5791
    Chatham Capital Group IncSavannah, GA · 250 clientsWealth manager
    Schwab 100%
    $878M
  32. 5792
    Milestone Investment Advisors, LLCMiddleton, WI · 414 clientsWealth manager
    Schwab 99%
    $878M
  33. 5793
    Seymour Asset Management LLCNew York, NY · 3 clientsAsset manager
    No custodian reported
    $878M
  34. 5794
    Noesis Capital Management CorpBoca Raton, FL · 374 clientsWealth manager
    Schwab 96%
    $877M
  35. 5795
    Montz Harcus Wealth ManagementNew Orleans, LA · 687 clientsWealth managerHybrid
    Schwab 100%
    $876M
  36. 5796
    True Green Capital Management LLCWestport, CT · 12 clientsPrivate fund adviser
    No custodian reported
    $876M
  37. 5797
    Icon Advisers, Inc.Greenwood Village, CO · 297 clientsAsset managerHybrid
    Schwab 56%Innovayte 44%
    $876M
  38. 5798
    CGC Financial ServicesLake Oswego, OR · 1,151 clientsWealth managerHybrid
    Schwab 100%
    $876M
  39. 5799
    Green Cities Investment Management, LLCPortland, OR · 4 clientsPrivate fund adviser
    No custodian reported
    $875M
  40. 5800
    Quint Capital ManagementNew York, NY · 80 clientsBroker-dealer firmHybrid
    No custodian reported
    $875M

RIAs by state