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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. 7081
    Heritage Wealth AdvisorsCincinnati, OH · 201 clientsWealth manager
    Raymond James 100%
    $605M
  2. 7082
    Atlantic Edge Private Wealth Management287 clientsWealth manager
    Schwab 100%
    $604M
  3. 7083
    Ackerman Capital ManagementDallas, TX · 192 clientsWealth manager
    Schwab 100%
    $604M
  4. 7084
    Deuterium Capital Management, LLCClearwater, FL · 6 clientsAsset manager
    Merrill / Bank of America 44%Morgan Stanley 35%
    $604M
  5. 7085
    Long Walk Management LP3 clientsPrivate fund adviser
    Citi 100%
    $604M
  6. 7086
    Tucker Asset Management LLCLittleton, CO · 2,960 clientsWealth manager
    Schwab 100%
    $604M
  7. 7087
    Callodine Credit ManagementBoston, MA · 3 clientsPrivate fund adviserHybridManning & Napier Investor Services, Inc.
    No custodian reported
    $603M
  8. 7088
    Vendera Management Holdings, LLCDallas, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $603M
  9. 7089
    Avaii Wealth Management, LLCAppleton, WI · 995 clientsWealth manager
    Fidelity 100%
    $603M
  10. 7090
    Endeavour Capital Advisors Inc.Greenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $603M
  11. 7091
    Hurricane Capital Advisors LLCNew York, NY · 29 clientsPrivate fund adviser
    No custodian reported
    $603M
  12. 7092
    10 East Partners LLCNew York, NY · 36 clientsPrivate fund adviser
    No custodian reported
    $603M
  13. 7093
    Intergy Private Wealth, LLCColorado Springs, CO · 590 clientsWealth manager
    Schwab 100%
    $603M
  14. 7094
    Owl Creek Wealth PartnersGreenwood Village, CO · 100 clientsWealth manager
    Schwab 100%
    $602M
  15. 7095
    Agriglobe Land Advisors, LLCFresno, CA · 23 clientsAsset manager
    No custodian reported
    $602M
  16. 7096
    Bpgc Management LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $602M
  17. 7097
    5clp AdvisorNew York, NY · 1 clientsAsset manager
    No custodian reported
    $602M
  18. 7098
    Dunhill FinancialLondon, United Kingdom · 996 clientsWealth manager
    Interactive Brokers 41%Fidelity 39%
    $602M
  19. 7099
    Lunt Capital Management Inc.Holladay, UT · 232 clientsAsset manager
    Schwab 59%Pershing 23%
    $601M
  20. 7100
    Axial Reade Capital, LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $601M
  21. 7101
    Alliance Wealth Advisors, LLCScranton, PA · 677 clientsWealth manager
    Raymond James 51%Schwab 49%
    $601M
  22. 7102
    Modus Advisors, LLCExcelsior, MN · 347 clientsWealth manager
    Schwab 100%
    $601M
  23. 7103
    Aton Financial LLCSan Juan, PR · 274 clientsWealth manager
    Schwab 88%
    $601M
  24. 7104
    Olio Financial PlanningMcLean, VA · 387 clientsWealth manager
    Schwab 100%
    $601M
  25. 7105
    CHJ Wealth ManagementThe Woodlands, TX · 309 clientsWealth managerHybrid
    Schwab 100%
    $600M
  26. 7106
    Sequoia Wealth Management, LLCBarrington, IL · 1,640 clientsWealth managerWrap sponsorHybrid
    Assetmark Brokerage 61%LPL Financial 39%
    $600M
  27. 7107
    GFG Alternative Investment Advisors LLCGreenwich, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $600M
  28. 7108
    Giverny Capital Asset ManagementNew York, NY · 346 clientsWealth manager
    Schwab 86%
    $599M
  29. 7109
    Wealth Advisory Solutions, LLCZionsville, IN · 684 clientsWealth manager
    Wells Fargo 71%Schwab 29%
    $599M
  30. 7110
    Steginsky Capital LLC117 clientsWealth manager
    Pershing 100%
    $599M
  31. 7111
    Mainsail Asset Management, LLCBirmingham, AL · 188 clientsWealth manager
    Fidelity 57%Schwab 43%
    $599M
  32. 7112
    Emergent Strategic Partners, LLC26 clientsPrivate fund adviser
    No custodian reported
    $599M
  33. 7113
    Praetorian Guard, A Division of Praetorian Wealth Management,incCarmel, CA · 470 clientsWealth manager
    No custodian reported
    $599M
  34. 7114
    Avathon Capital Management LPChicago, IL · 11 clientsPrivate fund adviser
    No custodian reported
    $599M
  35. 7115
    Whitener Capital Management, IncRocky Mount, NC · 851 clientsWealth manager
    Schwab 100%
    $598M
  36. 7116
    Lone Peak Global Investors, LLCAlpine, UT · 152 clientsAsset managerHybrid
    Northern Trust 29%Schwab 29%Fifth Third Securities 24%
    $598M
  37. 7117
    Concorde Asset Management, LLCAnn Arbor, MI · 3,705 clientsWealth managerHybridConcorde Investment Services, LLC, clears through Pershing, RBC Capital Markets
    Schwab 80%
    $598M
  38. 7118
    Velocity Capital Management LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $598M
  39. 7119
    Brookstone Asset Management, LLCWheaton, IL · 8 clientsAsset manager
    No custodian reported
    $598M
  40. 7120
    Grand Wealth Management, LLCGrand Rapids, MI · 156 clientsWealth manager
    Fidelity 100%
    $598M

RIAs by state