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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. 6721
    Opengate Capital Management, LLCNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $667M
  2. 6722
    IRC WealthAtlanta, GA · 373 clientsWealth manager
    Schwab 100%
    $667M
  3. 6723
    Cayetano Development, LLCAustin, TX · 64 clientsPrivate fund adviser
    No custodian reported
    $667M
  4. 6724
    Prestige Wealth Management Group, LLCFlemington, NJ · 440 clientsWealth managerHybrid
    Schwab 100%
    $666M
  5. 6725
    Bluechip Wealth Advisors LLCMilton, GA · 398 clientsWealth manager
    Schwab 61%SEI 27%
    $666M
  6. 6726
    Beck Bode LLCDedham, MA · 979 clientsWealth manager
    Schwab 49%Altruist 29%LPL Financial 22%
    $666M
  7. 6727
    Hiddenite Capital Partners LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $666M
  8. 6728
    BcwmOverland Park, KS · 378 clientsWealth manager
    Schwab 100%
    $665M
  9. 6729
    America First Investment Advisors LLCOmaha, NE · 266 clientsWealth manager
    Schwab 100%
    $665M
  10. 6730
    Alta Wealth Advisors LLCWoburn, MA · 779 clientsWealth managerHybrid
    LPL Financial 100%
    $665M
  11. 6731
    Allen Wealth Management, LLCBoone, NC · 1,108 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $664M
  12. 6732
    Logan StoneChicago, IL · 13 clientsPrivate fund adviser
    Schwab 100%
    $664M
  13. 6733
    Focused Alpha, LLCGreenwood Village, CO · 553 clientsWealth managerWrap sponsor
    Fidelity 73%Schwab 27%
    $664M
  14. 6734
    GKB Partners LLC4 clientsWealth manager
    No custodian reported
    $663M
  15. 6735
    RRA CapitalPhoenix, AZ · 3 clientsPrivate fund adviser
    No custodian reported
    $663M
  16. 6736
    McElhenny Sheffield Capital Management, LLCDallas, TX · 758 clientsWealth manager
    Schwab 80%
    $663M
  17. 6737
    Calvert Street Capital Partners, Inc.Towson, MD · 17 clientsPrivate fund adviser
    No custodian reported
    $663M
  18. 6738
    Diligent Investors, LLCRedlands, CA · 884 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $663M
  19. 6739
    Cruden Bay Investment Management, LLCWestlake Village, CA · 151 clientsWealth managerWrap sponsor
    Schwab 65%LPL Financial 35%
    $663M
  20. 6740
    Ironwood Financial, LLCTucson, AZ · 624 clientsWealth manager
    Schwab 71%Fidelity 29%
    $663M
  21. 6741
    Three Arch Wealth Management LLCIrvine, CA · 256 clientsWealth manager
    Schwab 100%
    $662M
  22. 6742
    Harrell Investment Partners, LLCAustin, TX · 186 clientsWealth manager
    Raymond James 89%
    $662M
  23. 6743
    Westshore WealthNewport Beach, CA · 207 clientsWealth manager
    Schwab 100%
    $662M
  24. 6744
    Bare Wealth AdvisorsGap, PA · 841 clientsWealth manager
    Schwab 100%
    $662M
  25. 6745
    Quattro Advisors L.L.C.Pittsburgh, PA · 414 clientsWealth manager
    Fidelity 100%
    $662M
  26. 6746
    Ascend Investment PartnersOgden, UT · 961 clientsWealth managerWrap sponsor
    TradePMR / Robinhood 99%
    $661M
  27. 6747
    LEM Capital, L.P.Philadelphia, PA · 2 clientsPrivate fund adviser
    No custodian reported
    $661M
  28. 6748
    Pender Capital Management, LLCDallas, TX · 2 clientsAsset manager
    No custodian reported
    $661M
  29. 6749
    The Genwealth Group, Inc.Maplewood, NJ · 301 clientsWealth manager
    Schwab 100%
    $661M
  30. 6750
    Banorte Asset Management, Inc.Houston, TX · 869 clientsWealth managerBank-affiliatedHybridBanorte Securities International LTD, Casa De Bolsa Banorte, clears through Pershing
    Pershing 91%
    $661M
  31. 6751
    Williams Asset ManagementColumbia, MD · 433 clientsWealth manager
    LPL Financial 100%
    $661M
  32. 6752
    Riverwater Partners LLCMilwaukee, WI · 185 clientsWealth manager
    Schwab 100%
    $661M
  33. 6753
    Truvestments Capital LLCSarasota, FL · 1,317 clientsWealth managerHybrid
    Schwab 100%
    $661M
  34. 6754
    Holderness Investments CoGreensboro, NC · 339 clientsWealth manager
    Schwab 100%
    $661M
  35. 6755
    Foundation Wealth Management, LLCClayton, MO · 359 clientsWealth manager
    Fidelity 100%
    $661M
  36. 6756
    St. James Investment Company, LLCSouthlake, TX · 271 clientsAsset manager
    Schwab 100%
    $661M
  37. 6757
    Goodlander Investment Management, LLCDallas, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $660M
  38. 6758
    Betterwealth LLCSan Jose, CA · 378 clientsWealth manager
    Schwab 100%
    $660M
  39. 6759
    Northstar Asset Management Company, LLCBlue Bell, PA · 161 clientsWealth manager
    Schwab 85%
    $660M
  40. 6760
    Archer Capital Group Management, LLCLos Angeles, CA · 10 clientsPrivate fund adviserHybridRainmaker Securities, LLC
    No custodian reported
    $660M

RIAs by state