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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. 5801
    Running Oak Capital LLCMinneapolis, MN · 1,035 clientsWealth managerWrap sponsor
    Fidelity 86%
    $875M
  2. 5802
    Broadside WealthSan Francisco, CA · 20 clientsWealth manager
    Interactive Brokers 90%
    $875M
  3. 5803
    Bitkraft Ventures Management, LLC6 clientsPrivate fund adviser
    No custodian reported
    $874M
  4. 5804
    Leisure Capital Management, Inc.Costa Mesa, CA · 349 clientsWealth manager
    Schwab 100%
    $874M
  5. 5805
    Sandglass Capital Advisors LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $874M
  6. 5806
    Gearhart & AssociatesCincinnati, OH · 2,903 clientsWealth manager
    Raymond James 100%
    $873M
  7. 5807
    Integrity Growth Partners, L.P.Los Angeles, CA · 11 clientsPrivate fund adviser
    No custodian reported
    $873M
  8. 5808
    Affinity Wealth Management LLCWilmington, DE · 664 clientsWealth manager
    Schwab 100%
    $873M
  9. 5809
    Alpha Capital ManagementAustin, TX · 468 clientsWealth manager
    Schwab 89%
    $871M
  10. 5810
    Marlin Manager, LLCSaint Petersburg, FL · 5 clientsAsset manager
    No custodian reported
    $871M
  11. 5811
    Oak Grove Capital, LLC115 clientsWealth manager
    Schwab 100%
    $871M
  12. 5812
    Secure Asset Management, L.L.C.Troy, MI · 2,877 clientsWealth managerHybridAurora Securities Inc
    Schwab 64%Fidelity 36%
    $871M
  13. 5813
    Prairie CapitalChicago, IL · 6 clientsPrivate fund adviser
    No custodian reported
    $870M
  14. 5814
    Atlas Capital Management CorpFt Wayne, IN · 3,261 clientsWealth manager
    Axos 100%
    $870M
  15. 5815
    Pine Valley Capital Partners LLCAustin, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $870M
  16. 5816
    Redw Wealth LLCAlbuquerque, NM · 403 clientsAsset manager
    Schwab 78%
    $869M
  17. 5817
    Canopy PartnersCincinnati, OH · 8 clientsWealth manager
    Schwab 100%
    $869M
  18. 5818
    Bridgewealth Advisory Group, LLCFresno, CA · 793 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $869M
  19. 5819
    BG Investment Services, LLCHagatna, Guam · 722 clientsAsset manager
    Fidelity 96%
    $868M
  20. 5820
    Aspen Renewable Investments, L.L.C.New York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $868M
  21. 5821
    Circle Advisers IncNew York, NY · 348 clientsWealth manager
    Schwab 81%
    $868M
  22. 5822
    Integrity Financial CorporationJackson, WY · 1,450 clientsWealth manager
    Schwab 100%
    $868M
  23. 5823
    Park Capital Management, LLCMadison, WI · 625 clientsWealth managerBank-affiliatedHybrid
    Schwab 80%
    $868M
  24. 5824
    Highline Wealth PartnersSherman Oaks, CA · 360 clientsWealth manager
    Schwab 100%
    $868M
  25. 5825
    TMB Capital Partners, LLCLittle Rock, AR · 432 clientsWealth manager
    Raymond James 100%
    $868M
  26. 5826
    Vantage Financial Group, Inc.Cleveland, OH · 2,521 clientsWealth managerHybrid
    Pershing 100%
    $867M
  27. 5827
    Long Arc Capital LPNew York, NY · 14 clientsPrivate fund adviserAffiliated broker-dealerRobertson Stephens Capital Markets, LLC
    No custodian reported
    $867M
  28. 5828
    StorgeCoral Gables, FL · 70 clientsWealth manager
    Banco De Sabadell, S.A. 30%Morgan Stanley 24%UBS 23%J.P. Morgan 22%
    $867M
  29. 5829
    Asendo Wealth AdvisoryColumbus, OH · 1,157 clientsWealth manager
    Fidelity 100%
    $867M
  30. 5830
    WellfullHarleysville, PA · 801 clientsWealth manager
    Schwab 100%
    $866M
  31. 5831
    Canton Hathaway LLCProvidence, RI · 96 clientsWealth managerHybrid
    Fidelity 100%
    $866M
  32. 5832
    KKM Financial LLCChicago, IL · 162 clientsAsset manager
    Schwab 73%Pershing 27%
    $866M
  33. 5833
    XA InvestmentsChicago, IL · 3 clientsAsset managerHybridXMS Capital Partners, LLC
    No custodian reported
    $866M
  34. 5834
    Hampshire Family Office70 clientsWealth managerHybrid
    Pershing 100%
    $866M
  35. 5835
    Charger Investment Partners LPEl Segundo, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $865M
  36. 5836
    Carson Advisory GroupAthens, GA · 957 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $865M
  37. 5837
    Treo Asset Management, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $865M
  38. 5838
    Backcast Partners Management LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $864M
  39. 5839
    Moody Aldrich Partners, LLCMarblehead, MA · 376 clientsAsset manager
    Goldman Sachs 25%
    $864M
  40. 5840
    I80 Group LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $864M

RIAs by state