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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. 7521
    Wealth Advisors of Iowa, LLCWest Des Moines, IA · 550 clientsWealth managerWrap sponsor
    LPL Financial 66%Schwab 34%
    $539M
  2. 7522
    K Fund Capital Management, LLCLos Angeles, CA · 10 clientsPrivate fund adviserHybrid
    No custodian reported
    $539M
  3. 7523
    River Street Advisors, LLCAurora, IL · 492 clientsWealth managerBank-affiliated
    Schwab 100%
    $539M
  4. 7524
    Black Knight Wealth Management, LLC444 clientsWealth managerHybrid
    Schwab 100%
    $539M
  5. 7525
    Access WealthEast Hanover, NJ · 373 clientsWealth managerHybrid
    Schwab 100%
    $539M
  6. 7526
    Mountain Hill Investment PartnersAtlantic Highlands, NJ · 174 clientsWealth manager
    Fidelity 68%
    $539M
  7. 7527
    Euphrates AdvisorsWashington, DC · 3 clientsPrivate fund adviser
    No custodian reported
    $539M
  8. 7528
    Gallacher Capital Management, LLCLone Tree, CO · 516 clientsWealth manager
    Fidelity Distributors Company 67%Schwab 33%
    $539M
  9. 7529
    Buska Wealth Management, LLCWausau, WI · 1,698 clientsWealth manager
    Lincoln Financial 99%
    $539M
  10. 7530
    Harbourvest Registered AdvisersBoston, MA · 1 clientsAsset managerHybrid
    No custodian reported
    $539M
  11. 7531
    Morris Financial Concepts, Inc.Mount Pleasant, SC · 294 clientsWealth managerWrap sponsor
    Schwab 52%Fidelity 48%
    $538M
  12. 7532
    Deans Knight Capital ManagementVancouver, Canada · 61 clientsPrivate fund adviser
    RBC 36%Raymond James 28%CIBC Mellon Trust 26%
    $538M
  13. 7533
    Origin Credit Advisers, LLCDenver, CO · 2 clientsAsset managerAffiliated broker-dealer
    No custodian reported
    $538M
  14. 7534
    Arkfeld Wealth Strategies, L.L.C.Omaha, NE · 937 clientsWealth manager
    Schwab 100%
    $538M
  15. 7535
    Troob Capital Management LLCRye Brook, NY · 6 clientsPrivate fund adviser
    J.P. Morgan 100%
    $538M
  16. 7536
    Weaver Capital Management, LLCSuwanee, GA · 203 clientsWealth manager
    Schwab 100%
    $538M
  17. 7537
    Alpha Partners Management, LLCNew York, NY · 31 clientsPrivate fund adviser
    No custodian reported
    $538M
  18. 7538
    Rareview Capital LLCLas Vegas, NV · 37 clientsAsset manager
    Schwab 100%
    $538M
  19. 7539
    Antara Capital LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $537M
  20. 7540
    Aecom-Canyon Partners Real Estate Fund Advisors LLCDallas, TX · 3 clientsPrivate fund adviserHybridCP Investments, LLC
    No custodian reported
    $537M
  21. 7541
    BP Capital Energy Advisors, LLCDallas, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $537M
  22. 7542
    Redmond Asset Management, LLCHenrico, VA · 298 clientsWealth manager
    Schwab 43%Pershing 24%
    $537M
  23. 7543
    Hinds Financial Group IncLakewood, CO · 298 clientsWealth managerHybrid
    Pershing 100%
    $537M
  24. 7544
    Novapoint Capital LLCAtlanta, GA · 218 clientsWealth manager
    Schwab 100%
    $536M
  25. 7545
    Hendricks Wealth and Estate ManagementAlgonquin, IL · 919 clientsWealth manager
    Schwab 100%
    $536M
  26. 7546
    Litvak Wealth, LLCNorwalk, CT · 75 clientsWealth manager
    Bank Julius Baer & Co. LTD 41%UBS 30%Fidelity 28%
    $536M
  27. 7547
    Crescat Portfolio Management LLCDenver, CO · 119 clientsPrivate fund adviser
    Interactive Brokers 65%Axos 35%
    $536M
  28. 7548
    Ninth Avenue Capital, LPKansas City, MO · 3 clientsPrivate fund adviser
    No custodian reported
    $536M
  29. 7549
    Bright Rock Capital Management LLCHanover, MA · 2 clientsBroker-dealer firmHybrid
    No custodian reported
    $536M
  30. 7550
    Legacy Capital Group California, Inc.Los Gatos, CA · 231 clientsAsset managerHybrid
    Fidelity 100%
    $536M
  31. 7551
    Fairbridge Asset Management LLCDarien, CT · 3 clientsPrivate fund adviser
    No custodian reported
    $535M
  32. 7552
    SPG Advisors LLCKirkland, WA · 692 clientsWealth manager
    No custodian reported
    $535M
  33. 7553
    Juniper Capital Advisors, L.P.Houston, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $535M
  34. 7554
    Triagen Wealth Management LLCCalabasas, CA · 351 clientsWealth managerHybrid
    Schwab 100%
    $535M
  35. 7555
    Financial Innovations, LLCAtlanta, GA · 353 clientsWealth managerHybrid
    Fidelity 100%
    $535M
  36. 7556
    National Wealth Management Group, LLCCincinnati, OH · 1,314 clientsWealth managerHybrid
    Schwab 63%
    $535M
  37. 7557
    Celeres Capital Advisors, LLCSan Juan, PR · 2 clientsAsset manager
    No custodian reported
    $535M
  38. 7558
    Peak Financial Management IncWellesley, MA · 353 clientsWealth manager
    Schwab 70%Fidelity 30%
    $534M
  39. 7559
    Mezzasalma AdvisorsTinton Falls, NJ · 373 clientsWealth manager
    Schwab 100%
    $534M
  40. 7560
    USA Financial Formulas CorporationAda, MI · 7,489 clientsWealth managerHybridSaybrus Equity Services, LLC, Trinity Wealth Securities, L.L.C.
    Schwab 100%
    $534M

RIAs by state