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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. 6801
    Summit Creek AdvisorsMinneapolis, MN · 27 clientsAsset manager
    BNY 100%
    $651M
  2. 6802
    Monex Asset Management, Inc.Houston, TX · 599 clientsWealth managerHybridMonex Securities, Inc.
    Pershing 100%
    $651M
  3. 6803
    ACM Management Company, LLCPortland, OR · 2 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $650M
  4. 6804
    Sheridan Production Partners Manager III, LLCHouston, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $650M
  5. 6805
    Bridgecreek Financial GroupTulsa, OK · 47 clientsWealth manager
    Schwab 100%
    $650M
  6. 6806
    Rosecliff Venture Management, LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $650M
  7. 6807
    JRM Investment Counsel.75 clientsAsset manager
    Schwab 100%
    $649M
  8. 6808
    Midwest Professional Planners, LTD.Wausau, WI · 837 clientsWealth managerHybrid
    Fidelity 100%
    $649M
  9. 6809
    Essex LLCDeer Park, IL · 608 clientsWealth manager
    Schwab 100%
    $649M
  10. 6810
    Asset Strategy Advisors, LLCWayland, MA · 504 clientsAsset managerHybridConcorde Investment Services, LLC, RCX Capital Group, LLC, clears through Pershing, RBC Capital Markets
    No custodian reported
    $649M
  11. 6811
    Dale K. Ehrhart, Inc.Venice, FL · 139 clientsWealth manager
    Schwab 70%Fidelity 30%
    $649M
  12. 6812
    Monument Wealth ManagementAlexandria, VA · 239 clientsWealth manager
    Schwab 100%
    $648M
  13. 6813
    Reap Financial Group, LLCAustin, TX · 1,284 clientsWealth manager
    Fidelity 100%
    $648M
  14. 6814
    Family Office Research, LLCBethesda, MD · 133 clientsWealth manager
    Fidelity 100%
    $648M
  15. 6815
    5c Capital Management, LLCWoodcliff Lake, NJ · 552 clientsWealth manager
    Schwab 85%
    $648M
  16. 6816
    Powell Investment Advisors, LLCMiami, FL · 61 clientsWealth manager
    Schwab 100%
    $648M
  17. 6817
    Arixa Management, LLCLos Angeles, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $648M
  18. 6818
    Altum Capital Management, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $648M
  19. 6819
    Pier Capital, LLCStamford, CT · 8 clientsAsset manager
    SEB 41%U.S. Bank 39%
    $648M
  20. 6820
    Boston Standard Wealth Management, LLCWinchester, MA · 393 clientsWealth manager
    Schwab 100%
    $648M
  21. 6821
    Standard General L.P.New York, NY · 21 clientsPrivate fund adviser
    No custodian reported
    $647M
  22. 6822
    ACT Two Investors LLC311 clientsWealth manager
    Schwab 100%
    $647M
  23. 6823
    Guardian Point Capital, LPCharlottesville, VA · 1 clientsPrivate fund adviser
    No custodian reported
    $646M
  24. 6824
    Peakview CapitalMenlo Park, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $646M
  25. 6825
    SSW PartnersNew York, NY · 2 clientsPrivate fund adviserHybrid
    No custodian reported
    $646M
  26. 6826
    GPB Capital Holdings, LLCGreenwich, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $646M
  27. 6827
    Legacy Wealth Partners, LLCLakewood, CO · 1,064 clientsWealth managerHybrid
    Schwab 87%
    $646M
  28. 6828
    McGinty Road Partners, LPMinnetonka, MN · 7 clientsPrivate fund adviser
    No custodian reported
    $646M
  29. 6829
    Kitching Partners, LLCConshohocken, PA · 119 clientsWealth manager
    Schwab 53%J.P. Morgan 47%
    $646M
  30. 6830
    Cambridge Financial Group, LLCTucson, AZ · 293 clientsWealth manager
    Schwab 100%
    $646M
  31. 6831
    Triumph Capital ManagementDenver, CO · 2,239 clientsWealth managerWrap sponsor
    No custodian reported
    $646M
  32. 6832
    Shankervalleau Wealth Advisors, Inc.Skokie, IL · 208 clientsWealth managerWrap sponsor
    Schwab 100%
    $645M
  33. 6833
    Dafna Capital Management, LLCLos Angeles, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $645M
  34. 6834
    DWM Asset Management, LLCStamford, CT · 6 clientsPrivate fund adviserHybridDWM Finance LLC
    No custodian reported
    $645M
  35. 6835
    Spicewood Mineral Management, LLCDallas, TX · 7 clientsPrivate fund adviser
    No custodian reported
    $645M
  36. 6836
    1808 Capital PartnersGreensboro, NC · 272 clientsWealth manager
    Raymond James 100%
    $645M
  37. 6837
    Eldred Rock Partners, LLCSan Antonio, TX · 80 clientsAsset manager
    Schwab 51%Northern Trust 31%
    $644M
  38. 6838
    Buckley WealthLas Vegas, NV · 224 clientsWealth manager
    Fidelity 100%
    $644M
  39. 6839
    Heron Bay Capital ManagementBloomfield Hills, MI · 127 clientsWealth manager
    Schwab 100%
    $644M
  40. 6840
    Richards Merrill Wealth ManagementSpokane, WA · 1,277 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $644M

RIAs by state