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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. 7721
    Pharvision Advisers, LLCBoca Raton, FL · 6 clientsPrivate fund adviser
    No custodian reported
    $513M
  2. 7722
    Broadwing Capital Management LLCDallas, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $513M
  3. 7723
    Fortwood Capital LPGreenwich, CT · 1 clientsAsset managerHybrid
    RBC 100%
    $513M
  4. 7724
    GGM Financial LLCColumbus, OH · 423 clientsWealth managerWrap sponsor
    Fidelity 100%
    $513M
  5. 7725
    Wakefield Wealth Management, LllpEnglewood, CO · 157 clientsWealth manager
    Schwab 77%Fidelity 23%
    $513M
  6. 7726
    Systima Capital ManagementChicago, IL · 7 clientsPrivate fund adviser
    BNY 100%
    $513M
  7. 7727
    Taylor & Morgan Asset Management, LLC D/b/a TM Advisors, LTroy, MI · 452 clientsWealth manager
    Schwab 100%
    $513M
  8. 7728
    Investment Research PartnersLemont, PA · 3 clientsAsset manager
    No custodian reported
    $512M
  9. 7729
    Cypress Point Investment Management LPMill Valley, CA · 4 clientsAsset manager
    Citi 76%Morgan Stanley 24%
    $512M
  10. 7730
    LEO Wealth Americas, LLCHurst, TX · 984 clientsWealth managerHybridLEO Brokerage, LLC
    Schwab 89%
    $512M
  11. 7731
    Venator Management LLCPittsburgh, PA · 82 clientsWealth manager
    Schwab 59%BNY 23%
    $512M
  12. 7732
    St. James Investment Advisors, LLCPort Jefferson, NY · 138 clientsAsset manager
    Schwab 100%
    $512M
  13. 7733
    Client 1st Advisory GroupDunedin, FL · 353 clientsWealth manager
    Schwab 100%
    $511M
  14. 7734
    Owner Resource Group, LLCAustin, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $511M
  15. 7735
    Florek Financial, LLCDuxbury, MA · 96 clientsWealth manager
    Fidelity 100%
    $511M
  16. 7736
    Robert L. Bender, Inc. DBA Robert Bender & AssociatesPasadena, CA · 341 clientsWealth manager
    Schwab 100%
    $511M
  17. 7737
    Shoker Investments195 clientsWealth manager
    Schwab 100%
    $511M
  18. 7738
    Fidato Wealth LLCMiddleburg Heights, OH · 303 clientsWealth manager
    Schwab 100%
    $511M
  19. 7739
    Horizon FinancialWest Henrietta, NY · 734 clientsWealth managerHybrid
    Schwab 100%
    $510M
  20. 7740
    Eldridge Gp1 AdvisersNew York, NY · 3 clientsPrivate fund adviserAffiliated broker-dealerJohnstone Brokerage Services, LLC, Security Distributors, LLC
    No custodian reported
    $510M
  21. 7741
    Defender CapitalCharlotte, NC · 187 clientsWealth manager
    Schwab 100%
    $510M
  22. 7742
    Chase Investment Counsel CorporationCharlottesville, VA · 132 clientsWealth manager
    U.S. Bank 56%Schwab 44%
    $510M
  23. 7743
    Madison Advisory Services, Inc.White Plains, NY · 1,102 clientsWealth managerHybrid
    SEI 100%
    $510M
  24. 7744
    Nebari Partners, LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $510M
  25. 7745
    Aspire Private CapitalCornelius, NC · 709 clientsWealth manager
    Fidelity 100%
    $510M
  26. 7746
    Highbrook Capital PartnersAtlanta, GA · 197 clientsWealth manager
    Schwab 100%
    $509M
  27. 7747
    Platform Wealth AdvisorsHolladay, UT · 270 clientsWealth manager
    Schwab 100%
    $509M
  28. 7748
    Mana Advisors LLCNew York, NY · 4 clientsAsset manager
    Morgan Stanley 94%
    $509M
  29. 7749
    Turnspire Capital Partners LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $509M
  30. 7750
    Permanent Equity ManagementColumbia, MO · 3 clientsPrivate fund adviser
    No custodian reported
    $509M
  31. 7751
    Lionheart Strategic Management, LLCNew York, NY · 9 clientsAsset manager
    No custodian reported
    $509M
  32. 7752
    Taurus Private Markets, LLCWayne, PA · 3 clientsPrivate fund adviser
    No custodian reported
    $509M
  33. 7753
    Dover Partners IncDayton, OH · 33 clientsAsset manager
    No custodian reported
    $509M
  34. 7754
    Pinnacle Investment AdvisorsTulsa, OK · 496 clientsWealth manager
    Schwab 100%
    $508M
  35. 7755
    &wealth PartnersBaltimore, MD · 103 clientsWealth manager
    Schwab 53%J.P. Morgan 47%
    $508M
  36. 7756
    Lavelle CapitalSan Francisco, CA · 93 clientsWealth manager
    Schwab 91%
    $508M
  37. 7757
    IBN Asset Management, LLCThousand Oaks, CA · 12 clientsAsset managerHybridInstitutional Bond Network, LLC, clears through Wedbush
    BNY 73%U.S. Bank 27%
    $508M
  38. 7758
    Quadratic Capital Management LLCGreenwich, CT · 2 clientsAsset managerHybrid
    No custodian reported
    $508M
  39. 7759
    Solace Capital Partners, L.P.El Segundo, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $508M
  40. 7760
    Instrumental Wealth, LLCTampa, FL · 573 clientsWealth manager
    Fidelity 100%
    $508M

RIAs by state