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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. 6561
    ABG ConsultantsCottonwood Heights, UT · 1,885 clientsAsset manager
    Schwab 44%Fidelity 26%
    $697M
  2. 6562
    Diesslin Group, Inc.Fort Worth, TX · 286 clientsWealth manager
    Schwab 100%
    $696M
  3. 6563
    LP Investment Management, LLCDallas, TXAsset manager
    No custodian reported
    $696M
  4. 6564
    Palo Alto Investors LPPalo Alto, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $696M
  5. 6565
    Maximai Investment Partners, LLCCoral Gables, FL · 171 clientsWealth manager
    Schwab 59%Pershing 41%
    $696M
  6. 6566
    Fox RUN Management LLCGreenwich, CT · 2 clientsPrivate fund adviser
    No custodian reported
    $696M
  7. 6567
    Maltese Capital Management, LLCNew York, NY · 7 clientsPrivate fund adviser
    Morgan Stanley 100%
    $696M
  8. 6568
    Compass Capital CorporationBraintree, MA · 1,318 clientsWealth managerHybridCompass Securities Corporation
    No custodian reported
    $695M
  9. 6569
    Dream Capital Advisors, LLCLincolnshire, IL · 31 clientsWealth manager
    No custodian reported
    $695M
  10. 6570
    Wembley Strategic Advisory LLCNew York, NY · 11 clientsWealth manager
    J.P. Morgan 83%
    $695M
  11. 6571
    Optimum Quantvest CorporationDallas, TX · 13 clientsAsset manager
    PNC 69%Comerica Bank 31%
    $695M
  12. 6572
    Mayport Wealth Management152 clientsWealth manager
    Schwab 61%Fidelity 39%
    $695M
  13. 6573
    Premier Wealth Advisors, LLCSan Diego, CA · 510 clientsWealth managerHybrid
    Schwab 100%
    $695M
  14. 6574
    Value Holdings Management Co. LLC2 clientsPrivate fund adviser
    No custodian reported
    $695M
  15. 6575
    Blueshift Asset ManagementRed Bank, NJ · 7 clientsAsset manager
    Morgan Stanley 92%
    $694M
  16. 6576
    William Joseph Capital Management, Inc.Bristol, CT · 1,879 clientsWealth managerWrap sponsor
    Assetmark Trust 97%
    $694M
  17. 6577
    ICV Partners, LLCMiami, FL · 4 clientsPrivate fund adviser
    No custodian reported
    $694M
  18. 6578
    Black Swift Group, LLCBoulder, CO · 406 clientsWealth manager
    Pershing 100%
    $694M
  19. 6579
    Moneda USA, Inc.New York, NY · 3 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $694M
  20. 6580
    Cogenuity Partners, LLCSan Francisco, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $694M
  21. 6581
    WMG Financial Advisors, LLCKnoxville, TN · 1,655 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $694M
  22. 6582
    Cambridge Advisors IncOmaha, NE · 287 clientsWealth manager
    Schwab 100%
    $694M
  23. 6583
    BW & Associates, Inc.Orange, CA · 529 clientsWealth managerHybrid
    12711 N. Meridian Street 100%
    $693M
  24. 6584
    Skyoak WealthSouthfield, MI · 450 clientsWealth manager
    Schwab 100%
    $693M
  25. 6585
    Covenant Asset Management, LLCChester, NJ · 665 clientsWealth manager
    Schwab 100%
    $693M
  26. 6586
    Eichner Investment Planning, LLCCincinnati, OH · 26 clientsWealth manager
    Schwab 100%
    $692M
  27. 6587
    Madrona Financial & CpasEverett, WA · 689 clientsWealth manager
    Fidelity 100%
    $692M
  28. 6588
    Unio Capital LLCPrinceton, NJ · 115 clientsAsset manager
    Schwab 45%Northern Trust 28%BNY 27%
    $691M
  29. 6589
    Ramsey Quantitative Systems, Inc.Louisville, KY · 3 clientsPrivate fund adviser
    SG Americas Securities 100%
    $691M
  30. 6590
    Westchester Capital Management IncOmaha, NE · 469 clientsWealth manager
    Schwab 100%
    $691M
  31. 6591
    Park Road Partners LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $691M
  32. 6592
    Lazari Capital Management, Inc.Burbank, CA · 968 clientsWealth managerHybridLyndhurst Securities Inc., Michael Lazari Karapetian
    Fidelity 78%
    $691M
  33. 6593
    TRP Capital Advisors V, LLCBirmingham, MI · 14 clientsPrivate fund adviser
    No custodian reported
    $691M
  34. 6594
    Brainvest Wealth Management LLCMiami, FL · 175 clientsAsset managerHybrid
    Citi 61%Pershing 39%
    $691M
  35. 6595
    Alti Wealth Management (US International), Inc.Coral Gables, FL · 37 clientsWealth managerPublic-company ownedAffiliated broker-dealerAlti Strategic Advisory (UK) Limited
    J.P. Morgan 42%Morgan Stanley 30%Citi 28%
    $691M
  36. 6596
    Sageone Investment Managers LLPPune, India · 1,113 clientsAsset manager
    Nuvama Wealth and Investment Limited 100%
    $691M
  37. 6597
    Milestone Asset Management, LLCPittsburgh, PA · 1,359 clientsWealth manager
    Schwab 100%
    $691M
  38. 6598
    Plan Group Financial, Inc.Oklahoma City, OK · 1,221 clientsWealth managerHybrid
    Schwab 70%Fidelity Distributors Company 30%
    $690M
  39. 6599
    Newpoint Real Estate Investment Management LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $690M
  40. 6600
    West Branch Capital LLCAmherst, MA · 372 clientsWealth manager
    Fidelity 78%Schwab 22%
    $690M

RIAs by state