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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. 7641
    Denver PWM, LLCDenver, CO · 221 clientsWealth manager
    Schwab 100%
    $524M
  2. 7642
    Pathway Financial Advisers, LLCAuburn, IN · 822 clientsWealth manager
    Fidelity 100%
    $524M
  3. 7643
    SST Benefits ConsultingAliso Viejo, CA · 5 clientsAsset manager
    No custodian reported
    $524M
  4. 7644
    Conifer Investments LTDWest Hartford, CT · 41 clientsWealth manager
    Schwab 100%
    $524M
  5. 7645
    DLK Investment ManagementSolana Beach, CA · 467 clientsWealth manager
    Schwab 100%
    $524M
  6. 7646
    Convergence Investment Partners, LLCPalm Beach Gardens, FL · 441 clientsAsset manager
    Fidelity 72%
    $524M
  7. 7647
    Financial Gravity Asset Management, Inc.Austin, TX · 1,518 clientsWealth managerPublic-company owned
    Schwab 100%
    $523M
  8. 7648
    Churchill Financial Advisors, LLCLouisville, KY · 108 clientsWealth managerWrap sponsorHybridChurchill Financial, LLC
    Fidelity 100%
    $523M
  9. 7649
    Evergreen Advisors, LLCChattanooga, TN · 494 clientsWealth manager
    Schwab 100%
    $523M
  10. 7650
    Fort Point CapitalBoston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $523M
  11. 7651
    Park Edge Advisors, LLCCleveland, OH · 330 clientsWealth manager
    Schwab 100%
    $523M
  12. 7652
    Delta Wealth Management41 clientsWealth manager
    Schwab 100%
    $522M
  13. 7653
    Sherborne Investors Management LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $522M
  14. 7654
    Voya Investment Management (UK) LimitedLondon, United Kingdom · 4 clientsAsset managerAffiliated broker-dealerVoya Alternative Asset Management LLC, Voya Financial Advisors, Inc.
    No custodian reported
    $522M
  15. 7655
    McLaughlin Ryder Investments, Inc.Alexandria, VA · 503 clientsBroker-dealer firmHybrid
    Pershing 100%
    $522M
  16. 7656
    DG Capital Management, LLCNew York, NY · 12 clientsPrivate fund adviser
    Jefferies 100%
    $522M
  17. 7657
    Leading Edge Financial Planning LLCKnoxville, TN · 302 clientsWealth manager
    Schwab 100%
    $522M
  18. 7658
    Verso PartnersSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $522M
  19. 7659
    Reflow Services, LLCSan Francisco, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $521M
  20. 7660
    Andrew Garrett, Inc.New York, NY · 1,122 clientsBroker-dealer firmHybridAndrew Garrett, Inc.
    No custodian reported
    $521M
  21. 7661
    Trinity Legacy Partners, LLCHouston, TX · 360 clientsWealth manager
    Schwab 100%
    $521M
  22. 7662
    5th Century PartnersChicago, IL · 5 clientsPrivate fund adviser
    No custodian reported
    $521M
  23. 7663
    Disciplined Equity Management, Inc.Neptune Beach, FL · 231 clientsWealth manager
    Schwab 100%
    $521M
  24. 7664
    Kingdom Financial Group, LLCPeoria, AZ · 1,810 clientsWealth managerWrap sponsor
    Fidelity 100%
    $521M
  25. 7665
    Paul CapitalSan Francisco, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $521M
  26. 7666
    Fiduciary Advisors, LLCCottonwood Heights, UT · 56 clientsAsset manager
    Advisortrust 100%
    $520M
  27. 7667
    Zuraw Financial Advisors, LLCGreensboro, NC · 165 clientsWealth manager
    Schwab 79%
    $520M
  28. 7668
    Uncommon Cents InvestingJanesville, WI · 589 clientsWealth manager
    Schwab 100%
    $520M
  29. 7669
    Dean, Jacobson Financial ServicesFort Worth, TX · 564 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $519M
  30. 7670
    Savano Direct Capital Partners, LLCBaltimore, MD · 9 clientsPrivate fund adviser
    No custodian reported
    $519M
  31. 7671
    Broadoak Asset Management, LLCBethesda, MD · 9 clientsPrivate fund adviserHybridBroadoak Partners, LLC
    No custodian reported
    $519M
  32. 7672
    Northstar Financial Companies, Inc.Conshohocken, PA · 507 clientsWealth managerWrap sponsor
    Schwab 100%
    $519M
  33. 7673
    Matson Financial Advisors, Inc.Danbury, CT · 232 clientsWealth managerHybrid
    Pershing 100%
    $519M
  34. 7674
    Summit House Capital Management, LLCDallas, TX · 4 clientsAsset manager
    U.S. Bank 100%
    $519M
  35. 7675
    Council Capital Funds Management, LLCNashville, TN · 7 clientsPrivate fund adviser
    No custodian reported
    $519M
  36. 7676
    Bicycle CapitalCoconut Grove, FL · 1 clientsPrivate fund adviser
    No custodian reported
    $518M
  37. 7677
    Boardman Bay Capital Management LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $518M
  38. 7678
    Independent Wealth Network, Inc.Urbandale, IA · 1,460 clientsWealth managerHybrid
    Schwab 100%
    $518M
  39. 7679
    Hudson Hill Capital Management, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $518M
  40. 7680
    Quantech Solution Partners North America Inc.Ny, NY · 3 clientsAsset manager
    Barclays Bank PLC 51%Goldman Sachs 36%
    $518M

RIAs by state