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Est. 2026The front page of wealth managementNew York

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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. 6001
    FLC Capital AdvisorsPalm Desert, CA · 325 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $822M
  2. 6002
    Conservation Resource Partners, LLCExeter, NH · 3 clientsPrivate fund adviser
    No custodian reported
    $822M
  3. 6003
    Alta Fox Capital Management, LLCFort Worth, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $821M
  4. 6004
    Palatine Fund Advisors, LLCMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $821M
  5. 6005
    Myda Advisors LLCWoodmere, NY · 7 clientsPrivate fund adviser
    Goldman Sachs 100%
    $821M
  6. 6006
    New Harbor Financial Group, LLCWorcester, MA · 1,019 clientsWealth managerHybrid
    Schwab 100%
    $821M
  7. 6007
    J.P. Marvel Wealth Management, Inc.Boston, MA · 69 clientsWealth manager
    State Street 100%
    $821M
  8. 6008
    Segra Capital Management, LLCPalm Beach, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $821M
  9. 6009
    Albitz/miloe and Associates, Inc.Torrance, CA · 657 clientsWealth managerHybridCetera Wealth Services, LLC, clears through Pershing
    Schwab 100%
    $821M
  10. 6010
    Pacific CapitalCorona, CA · 78 clientsWealth manager
    Schwab 100%
    $821M
  11. 6011
    LNC PartnersArlington, VA · 6 clientsPrivate fund adviser
    No custodian reported
    $820M
  12. 6012
    Teleios Capital Partners LLCZUG, Switzerland · 4 clientsPrivate fund adviser
    BNY 100%
    $820M
  13. 6013
    Valicenti Advisory Services IncElmira, NY · 1,036 clientsWealth manager
    No custodian reported
    $820M
  14. 6014
    Premier Financial Group IncEureka, CA · 593 clientsWealth manager
    No custodian reported
    $820M
  15. 6015
    FSA Wealth PartnersRockville, MD · 698 clientsWealth manager
    Schwab 100%
    $820M
  16. 6016
    Advisors Management Group IncLa Crosse, WI · 1,918 clientsWealth manager
    Schwab 100%
    $820M
  17. 6017
    Abel Hall, LLCBaton Rouge, LA · 199 clientsWealth managerHybrid
    Fidelity 100%
    $819M
  18. 6018
    Ccmp Growth, LPNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $819M
  19. 6019
    Greyrock Capital GroupChicago, IL · 4 clientsPrivate fund adviser
    No custodian reported
    $818M
  20. 6020
    Clear Brook Advisors, Inc.Boston, MA · 27 clientsWealth manager
    J.P. Morgan 91%
    $818M
  21. 6021
    A. N. Culbertson & Company, Inc.Charlottesville, VA · 315 clientsWealth manager
    Schwab 100%
    $818M
  22. 6022
    SSA Wealth AdvisorsZurich, Switzerland · 135 clientsAsset manager
    Bsisa 53%Banque SYZ SA 29%
    $817M
  23. 6023
    Manna Tree Partners, LLCDenver, CO · 12 clientsPrivate fund adviser
    No custodian reported
    $816M
  24. 6024
    Quadra Gestao De Recursos S.A.Sao Paulo, Brazil · 46 clientsPrivate fund adviser
    BNY 100%
    $816M
  25. 6025
    River Associates Investments, L.P.Chattanooga, TN · 2 clientsPrivate fund adviser
    No custodian reported
    $815M
  26. 6026
    Shulman Demeo Asset Management, LLCLake Success, NY · 356 clientsWealth managerWrap sponsor
    Schwab 100%
    $815M
  27. 6027
    Forum Capital Advisors LLCDenver, CO · 6 clientsPrivate fund adviserHybridFCA Capital Markets LLC
    No custodian reported
    $815M
  28. 6028
    Shoreline Equity Partners, LLCNeptune Beach, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $815M
  29. 6029
    Lorne Steinberg Wealth Management Inc.Montreal, Quebec, Canada · 1,047 clientsWealth manager
    National Bank Independent Network 100%
    $814M
  30. 6030
    Eldridge Investment Advisors IncManchester, NH · 687 clientsWealth managerHybrid
    LPL Financial 100%
    $814M
  31. 6031
    Claritas CapitalNashville, TN · 108 clientsPrivate fund adviser
    No custodian reported
    $814M
  32. 6032
    CMH Wealth Management, LLCPortsmouth, NH · 326 clientsWealth manager
    Schwab 100%
    $813M
  33. 6033
    Kozak & Tripp Private Asset Management, Inc.Highlands Ranch, CO · 791 clientsWealth manager
    Schwab 100%
    $813M
  34. 6034
    Spectrum Financial Alliance, LTD., L.L.C.Nicholasville, KY · 674 clientsWealth manager
    Schwab 100%
    $813M
  35. 6035
    Divisar Capital Management, LLCSan Francisco, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $813M
  36. 6036
    Assetbuilder, Inc.Allen, TX · 720 clientsWealth manager
    No custodian reported
    $813M
  37. 6037
    Prosperitas Financial, LLCValencia, CA · 2,138 clientsWealth managerAffiliated broker-dealer
    Schwab 100%
    $812M
  38. 6038
    Integris Wealth Management, LLCMonterey, CA · 355 clientsWealth manager
    Schwab 100%
    $812M
  39. 6039
    Franklin, Parlapiano, Turner & Welch LLCHouston, TX · 104 clientsWealth managerWrap sponsor
    Fidelity 100%
    $811M
  40. 6040
    Speyside Equity Advisers LLCAnn Arbor, MI · 2 clientsPrivate fund adviser
    No custodian reported
    $811M

RIAs by state