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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. 7681
    Parkshore Wealth ManagementGranite Bay, CA · 528 clientsWealth manager
    Schwab 100%
    $518M
  2. 7682
    Seldon Capital LPSan Francisco, CA · 3 clientsPrivate fund adviser
    Fidelity Distributors Company 77%Schwab 23%
    $518M
  3. 7683
    Altium Investment Strategies LLCWesley Chapel, FL · 2 clientsAsset managerHybridAAG Capital, Inc.
    Schwab 100%
    $518M
  4. 7684
    BGM Wealth ManagementBloomington, MN · 213 clientsWealth manager
    Schwab 100%
    $517M
  5. 7685
    JZ PartnersNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $517M
  6. 7686
    Alliance Wealth Management Group, LLCFlemington, NJ · 447 clientsWealth managerHybrid
    Schwab 100%
    $517M
  7. 7687
    Fiat Wealth ManagementWayzata, MN · 647 clientsWealth manager
    Schwab 100%
    $517M
  8. 7688
    Nestyield EtfsDowney, CA · 4 clientsAsset managerHybridCentaurus Financial, Inc.
    Schwab 100%
    $517M
  9. 7689
    Chelsea Management CompanyWoodland Hills, CA · 95 clientsAsset manager
    Comerica Bank & Trust 51%Schwab 33%
    $517M
  10. 7690
    Sowa Financial GroupLincoln, RI · 572 clientsWealth managerHybrid
    Fidelity 100%
    $517M
  11. 7691
    Gifford Fong AssociatesLafayette, CA · 1 clientsAsset manager
    No custodian reported
    $517M
  12. 7692
    Medallion Wealth Advisors, LLCFarmington, CT · 2,484 clientsWealth managerWrap sponsorHybrid
    Schwab 83%
    $517M
  13. 7693
    CRG Fund Manager, LLCChicago, IL · 5 clientsPrivate fund adviser
    No custodian reported
    $517M
  14. 7694
    Millennia Global Investors, LLCNew York, NY · 22 clientsPrivate fund adviser
    No custodian reported
    $516M
  15. 7695
    801 West Capital Management, LLCLake Oswego, OR · 6 clientsPrivate fund adviser
    No custodian reported
    $516M
  16. 7696
    Prudent InvestorsLake Forest, CA · 670 clientsWealth manager
    Schwab 100%
    $516M
  17. 7697
    CID Capital II, Inc.Carmel, IN · 5 clientsPrivate fund adviser
    No custodian reported
    $516M
  18. 7698
    Steamboat Capital Partners, LLC7 clientsPrivate fund adviser
    No custodian reported
    $516M
  19. 7699
    Orion Investment CoSt Louis, MO · 673 clientsWealth managerHybridSauer, Dazey Investment Company, clears through RBC Capital Markets
    RBC 100%
    $515M
  20. 7700
    Financial Network Wealth Advisors LLCMurray, UT · 1,828 clientsWealth managerHybrid
    Schwab 100%
    $515M
  21. 7701
    The Main Street GroupGlen Allen, VA · 765 clientsWealth managerHybrid
    Schwab 100%
    $515M
  22. 7702
    Twenty-First Tailored Solutions, Inc.55 clientsAsset managerHybrid
    UBS 100%
    $515M
  23. 7703
    Prism Advisors, Inc.Studio City, CA · 242 clientsWealth managerWrap sponsor
    Schwab 100%
    $515M
  24. 7704
    Wealthspring Capital LLCWest Harrison, NY · 125 clientsAsset manager
    Pershing 66%Schwab 34%
    $515M
  25. 7705
    Mattson Financial Services, LLCKentwood, MI · 1,127 clientsWealth manager
    Schwab 100%
    $515M
  26. 7706
    Taiko Private WealthChicago, IL · 55 clientsWealth manager
    Schwab 100%
    $515M
  27. 7707
    Haven Wealth GroupHouston, TX · 348 clientsWealth manager
    Schwab 100%
    $515M
  28. 7708
    Gavilan Investment Partners LLCBurlingame, CA · 2 clientsAsset manager
    Citi 100%
    $515M
  29. 7709
    James T. Borello & Co.East Dundee, IL · 700 clientsBroker-dealer firmHybrid
    Schwab 100%
    $514M
  30. 7710
    Searcy Financial Services, Inc.Overland Park, KS · 193 clientsWealth manager
    Schwab 100%
    $514M
  31. 7711
    Uhler Vertich White AdvisorsFort Myers, FL · 424 clientsWealth managerHybrid
    Raymond James 100%
    $514M
  32. 7712
    Wiser Wealth Management, IncMarietta, GA · 528 clientsWealth manager
    Schwab 100%
    $514M
  33. 7713
    Tower Bay Asset Management LPStamford, CT · 8 clientsPrivate fund adviser
    No custodian reported
    $514M
  34. 7714
    Serenity Investment AdvisorsChicago, IL · 434 clientsAsset manager
    Principal Securities 50%Schwab 50%
    $514M
  35. 7715
    Greybull Advisors, LLCJackson, WY · 4 clientsPrivate fund adviser
    No custodian reported
    $514M
  36. 7716
    Allocator Solutions, LLCSt Louis, MO · 1 clientsAsset manager
    Northern Trust 44%Merrill / Bank of America 41%
    $514M
  37. 7717
    Elevatus Wealth Management, LLCVictor, NY · 331 clientsWealth manager
    Schwab 94%
    $513M
  38. 7718
    CacmNew York, NY · 13 clientsPrivate fund adviserHybridCanam Investor Services, LLC
    No custodian reported
    $513M
  39. 7719
    DEW Point CapitalLos Angeles, CA · 618 clientsWealth manager
    Schwab 100%
    $513M
  40. 7720
    Alaethes Wealth, LLC103 clientsWealth manager
    Fidelity 49%Schwab 42%
    $513M

RIAs by state