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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. 6921
    Rosel Wealth Management, LLCHighlands Ranch, CO · 317 clientsWealth managerWrap sponsor
    Schwab 100%
    $630M
  2. 6922
    G2 Investment Partners Management LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $630M
  3. 6923
    Searle & Co.Greenwich, CT · 127 clientsBroker-dealer firmHybrid
    Pershing 100%
    $630M
  4. 6924
    Rose Park Advisors, LLCBoston, MA · 10 clientsPrivate fund adviser
    No custodian reported
    $630M
  5. 6925
    Pharos Capital Group, LLCBrentwood, TN · 7 clientsPrivate fund adviser
    Fidelity 100%
    $630M
  6. 6926
    Legacy Wealth Management, LLCBoise, ID · 3,416 clientsWealth manager
    Schwab 100%
    $629M
  7. 6927
    Solas Capital Management, LLCDarien, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $629M
  8. 6928
    Cornerstone Wealth ManagementWestlake, OH · 463 clientsWealth manager
    Schwab 100%
    $629M
  9. 6929
    Manatuck Hill Partners, LLCWestport, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $629M
  10. 6930
    Argentem Creek PartnersNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $628M
  11. 6931
    Gem Asset Management, LLCPlymouth, MI · 506 clientsWealth manager
    Schwab 100%
    $628M
  12. 6932
    Meridian Investment Advisors, Inc.Indianapolis, IN · 627 clientsWealth manager
    Fidelity Distributors Company 100%
    $628M
  13. 6933
    Capshift AdvisorsWest Newton, MA · 14 clientsAsset manager
    Schwab 60%Fidelity 40%
    $628M
  14. 6934
    Findec Wealth Services, Inc.Stockton, CA · 597 clientsAsset manager
    Schwab 100%
    $628M
  15. 6935
    Aljian Capital ManagementCarson City, NV · 436 clientsWealth manager
    Schwab 100%
    $628M
  16. 6936
    Kutscher Benner Barsness & Stevens, Inc.Seattle, WA · 185 clientsWealth manager
    Schwab 100%
    $628M
  17. 6937
    Meridian Financial Partners LLCWarrenton, VA · 583 clientsWealth manager
    Schwab 100%
    $628M
  18. 6938
    Centrica Wealth ManagementMiami, FL · 14 clientsWealth managerHybrid
    J.P. Morgan 100%
    $627M
  19. 6939
    Ariadne Wealth Management, LPSanta Barbara, CA · 53 clientsWealth manager
    Schwab 60%Fidelity 30%
    $627M
  20. 6940
    Harvest Growth Capital9 clientsPrivate fund adviser
    No custodian reported
    $627M
  21. 6941
    Winslow Asset Management IncBeachwood, OH · 130 clientsWealth manager
    Fidelity 68%PNC Bank 32%
    $627M
  22. 6942
    Lynx1 Capital Management LPDorado, PR · 5 clientsPrivate fund adviser
    No custodian reported
    $627M
  23. 6943
    Crosstimbers Capital Group, LLCHouston, TX · 20 clientsPrivate fund adviser
    No custodian reported
    $626M
  24. 6944
    Epsilon Financial Group, Inc.Fairfield, CA · 434 clientsWealth manager
    Schwab 100%
    $626M
  25. 6945
    B&c Financial AdvisorsPonte Vedra Beach, FL · 543 clientsWealth manager
    Pershing 100%
    $626M
  26. 6946
    Rialto Wealth ManagementSyracuse, NY · 344 clientsWealth manager
    Schwab 100%
    $626M
  27. 6947
    Impact Capital Partners LLCGreenwood Village, CO · 230 clientsWealth manager
    Schwab 100%
    $626M
  28. 6948
    Phraction Management LLCColchester, CT · 73 clientsAsset manager
    No custodian reported
    $626M
  29. 6949
    Sandia Investment Management LPBoston, MA · 10 clientsPrivate fund adviser
    Goldman Sachs 73%Merrill / Bank of America 27%
    $625M
  30. 6950
    Climber Capital SANyon, Vaud, Switzerland · 94 clientsWealth manager
    Banque Pictet & CIE SA 45%Edmond De Rothschild (suisse) SA 38%
    $625M
  31. 6951
    Sovereign Wealth Advisors LLCHouston, TX · 1,275 clientsWealth managerHybrid
    No custodian reported
    $625M
  32. 6952
    Portfolio Design Labs, LLCEncino, CA · 357 clientsWealth manager
    Schwab 82%
    $625M
  33. 6953
    PVG Asset Management CorpCentennial, CO · 240 clientsAsset managerHybrid
    No custodian reported
    $625M
  34. 6954
    Lountzis Asset Management, LLCWyomissing, PA · 155 clientsWealth manager
    Schwab 100%
    $624M
  35. 6955
    Riverview Capital Advisers LLCBoston, MA · 221 clientsWealth manager
    Schwab 100%
    $624M
  36. 6956
    Industrial Development Funding LLCMiami Beach, FL · 7 clientsPrivate fund adviser
    No custodian reported
    $624M
  37. 6957
    Hill Island Financial LLCGrand Rapids, MI · 217 clientsWealth manager
    Fidelity 100%
    $624M
  38. 6958
    Axius Advisors LLCSaint Charles, MO · 1,231 clientsWealth managerHybrid
    Schwab 100%
    $624M
  39. 6959
    Machine Investment Group, LPNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $624M
  40. 6960
    Sherrill & Hutchins Financial Advisory IncAtlanta, GA · 409 clientsWealth manager
    Schwab 87%
    $624M

RIAs by state