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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. 7601
    Gagnon Securities, LLCNew York, NY · 1,202 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $530M
  2. 7602
    TC Latin America Partners LLCSan Juan, PR · 9 clientsPrivate fund adviser
    No custodian reported
    $530M
  3. 7603
    Yarger Wealth Strategies, LLCWesterville, OH · 216 clientsWealth manager
    Fidelity 100%
    $530M
  4. 7604
    Barrett & CompanyProvidence, RI · 601 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $530M
  5. 7605
    Mindful Asset PlanningApple Valley, MN · 372 clientsPrivate fund adviser
    No custodian reported
    $529M
  6. 7606
    Benefit Fiduciary Group LLCRichmond, VA · 47 clientsAsset manager
    Vanguard 42%Fidelity 37%
    $529M
  7. 7607
    Benedict Financial Advisors, Inc.Atlanta, GA · 321 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $529M
  8. 7608
    Council Oak Wealth AdvisorsTulsa, OK · 378 clientsWealth manager
    Raymond James 84%
    $529M
  9. 7609
    Navigate Private Wealth, LLCDraper, UT · 1,929 clientsWealth manager
    Fidelity 100%
    $529M
  10. 7610
    CH Global Capital Management, LLCNew York, NY · 23 clientsAsset manager
    Goldman Sachs 100%
    $529M
  11. 7611
    Caravela Energy Partners LPDarien, CT · 9 clientsPrivate fund adviser
    Goldman Sachs 67%Scotia Bank 33%
    $529M
  12. 7612
    Willow Creek FinancialSan Diego, CA · 238 clientsWealth managerWrap sponsor
    Schwab 100%
    $529M
  13. 7613
    S.A. Mason, LLCHolland, MI · 282 clientsWealth manager
    Schwab 74%Fifth Third Bank 26%
    $529M
  14. 7614
    Peterson Wealth Services Inc.South Ogden, UT · 453 clientsWealth manager
    Raymond James 100%
    $529M
  15. 7615
    Measured Wealth Private Client Group, LLCRye, NH · 638 clientsWealth manager
    Schwab 100%
    $528M
  16. 7616
    BCR Wealth StrategiesVestavia, AL · 362 clientsWealth manager
    Pershing 100%
    $528M
  17. 7617
    Strength Capital Partners, LLCBirmingham, MI · 12 clientsPrivate fund adviser
    No custodian reported
    $528M
  18. 7618
    Archean Capital Partners II, L.L.C.Newtown Square, PA · 3 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $528M
  19. 7619
    Cura Wealth Advisors, LLCChicago, IL · 172 clientsWealth manager
    Schwab 100%
    $528M
  20. 7620
    Rosecap Investment Advisors, LLCGrand Junction, CO · 747 clientsWealth manager
    Schwab 100%
    $528M
  21. 7621
    Noble Family WealthClearwater, FL · 124 clientsWealth manager
    Pershing 100%
    $527M
  22. 7622
    Axon Capital LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $527M
  23. 7623
    Sophron Capital ManagementSummit, NJ · 1 clientsPrivate fund adviser
    No custodian reported
    $527M
  24. 7624
    Hvpf Manager II, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $527M
  25. 7625
    Compass Financial Advisory Services, LLCOrmond Beach, FL · 1,031 clientsWealth managerWrap sponsor
    Pershing 100%
    $527M
  26. 7626
    Ariston Services Group, LLCSan Diego, CA · 70 clientsWealth manager
    Schwab 100%
    $527M
  27. 7627
    Compass Group Investments Solutions LLCMiami, FL · 148 clientsWealth managerPublic-company ownedHybridCG Compass (USA) LLC, clears through Pershing
    Brown Brothers Harriman & 49%Pershing 37%
    $527M
  28. 7628
    Retirement Wellness GroupPasadena, CA · 83 clientsAsset manager
    No custodian reported
    $527M
  29. 7629
    Constellation Asset ManagementSao Paulo, Brazil · 40 clientsPrivate fund adviser
    No custodian reported
    $526M
  30. 7630
    Aurdan Capital Management, LLCWayne, PA · 423 clientsWealth manager
    Fidelity 100%
    $526M
  31. 7631
    One BOW River Advisers, LLC.Colorado Springs, CO · 1 clientsPrivate fund adviserHybrid
    No custodian reported
    $526M
  32. 7632
    Graybill Wealth Management, LTD.Elmhurst, IL · 269 clientsWealth manager
    Fidelity 78%Schwab 22%
    $526M
  33. 7633
    Gold Investment Management LTD.Edmonton, Canada · 965 clientsWealth manager
    Aviso Financial 79%
    $526M
  34. 7634
    Macquarie Asset Management Credit Advisers US, LLCNew York, NY · 8 clientsPrivate fund adviserHybridMacquarie Capital (USA) Inc., Macquarie Infrastructure and Real Assets (sales) Canada LTD
    J.P. Morgan 100%
    $526M
  35. 7635
    Bostonpremier WealthHingham, MA · 754 clientsWealth manager
    Fidelity 100%
    $525M
  36. 7636
    Core PlanningOfallon, MO · 867 clientsWealth manager
    Schwab 57%Altruist 43%
    $525M
  37. 7637
    5th Street Advisors, LLCSouthport, CT · 222 clientsWealth manager
    Fidelity 78%Schwab 22%
    $524M
  38. 7638
    Essential Planning, LLCPortsmouth, NH · 573 clientsWealth managerHybrid
    Schwab 100%
    $524M
  39. 7639
    Reify Wealth Advisors, Inc.Indianapolis, IN · 247 clientsWealth manager
    Schwab 100%
    $524M
  40. 7640
    Mowery & Schoenfeld Wealth Management, LLCLincolnshire, IL · 180 clientsWealth manager
    Fidelity Distributors Company 100%
    $524M

RIAs by state