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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. 7281
    Westward Investment AdvisoryMission, KS · 20 clientsWealth managerHybrid
    Morgan Stanley 56%Robert W. Baird & Co. Incorporated 44%
    $572M
  2. 7282
    Prevatt Capital LTDNassau, Bahamas, The · 3 clientsPrivate fund adviser
    No custodian reported
    $571M
  3. 7283
    Capital Markets IQ, LLC884 clientsWealth managerHybrid
    SEI 58%Schwab 42%
    $571M
  4. 7284
    Clean Yield Asset ManagementNorwich, VT · 257 clientsWealth manager
    Schwab 100%
    $571M
  5. 7285
    Sanchez Wealth Management Group, LLCJacksonville, FL · 545 clientsWealth managerHybrid
    LPL Financial 100%
    $571M
  6. 7286
    Lifestyle Asset Management, Inc.Friendswood, TX · 928 clientsWealth managerHybrid
    Schwab 100%
    $571M
  7. 7287
    Tyro Capital Management, LLCMiami, FL · 2 clientsPrivate fund adviser
    No custodian reported
    $571M
  8. 7288
    Loom Capital Management LLCNew York, NY · 27 clientsAsset manager
    Bank J. Safra Sarasin (bahamas) LTD. 67%
    $571M
  9. 7289
    Gumshoe Capital Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $571M
  10. 7290
    TTP Investments, Inc.San Jose, CA · 382 clientsWealth manager
    Fidelity 100%
    $571M
  11. 7291
    Goodhart Partners LLPLondon, United Kingdom · 9 clientsPrivate fund adviser
    No custodian reported
    $570M
  12. 7292
    Freif Advisors LLCDenver, CO · 1 clientsAsset managerHybridFCA Capital Markets LLC
    No custodian reported
    $570M
  13. 7293
    Bay Hills Capital Management, LLCSan Francisco, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $570M
  14. 7294
    Lionstone Capital Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $570M
  15. 7295
    Inca Investments, LLCMiami, FL · 2 clientsAsset manager
    State Street 100%
    $570M
  16. 7296
    Brilliant Advice, LLCCincinnati, OH · 144 clientsWealth manager
    Schwab 100%
    $570M
  17. 7297
    Tallwoods Partners, LLCChicago, IL · 8 clientsWealth manager
    Johnson Financial Group LLC DB JFG Family Office 100%
    $569M
  18. 7298
    Potentia WealthSan Jose, CA · 731 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $569M
  19. 7299
    Gilliland Jeter Wealth Management, LLCLittle Rock, AR · 297 clientsWealth manager
    Raymond James 100%
    $569M
  20. 7300
    Driftwood Advisors, LLCCoral Gables, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $569M
  21. 7301
    Merkle Retirement PlanningGrimes, IA · 1,019 clientsWealth managerWrap sponsor
    Schwab 100%
    $569M
  22. 7302
    ACT Wealth Management, LLCAllen, TX · 264 clientsWealth manager
    Schwab 92%
    $569M
  23. 7303
    Generational Wealth AdvisorsRichardson, TX · 184 clientsWealth managerHybridGenerational Capital Markets Inc.
    Schwab 92%
    $569M
  24. 7304
    Freedom Investment Management, Inc.South Windsor, CT · 520 clientsWealth manager
    Schwab 100%
    $569M
  25. 7305
    Inveris US LLCCoral Gables, FL · 369 clientsAsset manager
    Pershing 48%J.P. Morgan 24%
    $568M
  26. 7306
    RIA Advisory Group, LLCDes Moines, IA · 1,996 clientsWealth manager
    Schwab 78%Fidelity 22%
    $568M
  27. 7307
    FCG Investment CompanyGermantown, TN · 351 clientsWealth manager
    Schwab 100%
    $568M
  28. 7308
    Scissortail Wealth Management, LLCTulsa, OK · 485 clientsWealth managerHybrid
    Raymond James 100%
    $568M
  29. 7309
    Pier 88 Investment Partners, LLCSan Francisco, CA · 12 clientsAsset manager
    Northern Trust 100%
    $568M
  30. 7310
    S.E.E.D. Planning Group, LLCBinghamton, NY · 763 clientsWealth manager
    Fidelity 80%
    $568M
  31. 7311
    Hillcrest Financial GroupThousand Oaks, CA · 347 clientsWealth manager
    Fidelity 100%
    $568M
  32. 7312
    Liberty Square Wealth Partners LLCBethlehem, PA · 625 clientsWealth managerHybrid
    Schwab 100%
    $568M
  33. 7313
    Turnbridge RE Fund Management Company I LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $568M
  34. 7314
    Mascoma Wealth ManagementHanover, NH · 477 clientsWealth managerBank-affiliated
    Fidelity Distributors Company 100%
    $568M
  35. 7315
    Prentice Wealth Management LLCRochester, NY · 1,029 clientsWealth managerHybrid
    Schwab 100%
    $568M
  36. 7316
    HMV Wealth Advisors, LLCShreveport, LA · 138 clientsWealth manager
    Fidelity 100%
    $567M
  37. 7317
    Fiori Financial GroupFort Lauderdale, FL · 238 clientsWealth managerWrap sponsorHybrid
    Goldman Sachs 100%
    $567M
  38. 7318
    FrecSan Francisco, CA · 1,830 clientsWealth managerHybridFrec Securities LLC, clears through Apex Clearing
    No custodian reported
    $567M
  39. 7319
    White Wolf Capital Advisors, LLCMiami, FL · 36 clientsPrivate fund adviser
    No custodian reported
    $567M
  40. 7320
    Sumitomo Mitsui DS Asset Management (hong Kong) LimitedHong Kong, China · 16 clientsPrivate fund adviserAffiliated broker-dealerSmbc Nikko Securities Inc.
    No custodian reported
    $567M

RIAs by state