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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. 7801
    Black Coral Financial Advisors, LLCMount Olive, NJ · 88 clientsWealth manager
    No custodian reported
    $504M
  2. 7802
    Fyra Capital ManagementSt. Charles, MO · 858 clientsWealth managerWrap sponsorHybrid
    Schwab 68%Fidelity 32%
    $504M
  3. 7803
    Dentist AdvisorsSalt Lake City, UT · 768 clientsWealth manager
    Schwab 100%
    $504M
  4. 7804
    Ducere Wealth ManagementNewport Beach, CA · 128 clientsWealth manager
    Schwab 100%
    $504M
  5. 7805
    Weinberger Asset Management, IncLos Angeles, CA · 176 clientsWealth manager
    Schwab 100%
    $504M
  6. 7806
    11 Capital Partners LPDarien, CT · 5 clientsAsset manager
    Morgan Stanley 68%Goldman Sachs 32%
    $504M
  7. 7807
    Etesian Wealth Advisors, Inc.West Linn, OR · 429 clientsWealth manager
    Schwab 100%
    $503M
  8. 7808
    Drum Capital Management LLCStamford, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $503M
  9. 7809
    SMH Capital Advisors LLCWeatherford, TX · 171 clientsAsset managerHybridSMH Capital Investments LLC
    State Street 100%
    $503M
  10. 7810
    Multiplier Capital, LLCWashington, DC · 4 clientsPrivate fund adviser
    No custodian reported
    $503M
  11. 7811
    Prosperity Financial Group, Inc.San Ramon, CA · 612 clientsWealth managerHybrid
    Schwab 100%
    $503M
  12. 7812
    Preservation Equity Fund Advisors, LLCIrvine, CA · 4 clientsPrivate fund adviserAffiliated broker-dealerWNC Capital Corporation
    No custodian reported
    $503M
  13. 7813
    Saybrook Capital CorpSag Harbor, NY · 155 clientsWealth manager
    No custodian reported
    $503M
  14. 7814
    Boltwood Capital ManagementWalnut Creek, CA · 230 clientsWealth manager
    Schwab 100%
    $503M
  15. 7815
    Crown Wealth Group LLCCharlotte, NC · 254 clientsWealth manager
    Schwab 100%
    $502M
  16. 7816
    Sharp FinancialHorsham, PA · 194 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $502M
  17. 7817
    Quantitative Process, LLCCharlotte, NC · 205 clientsAsset manager
    No custodian reported
    $502M
  18. 7818
    Investors Asset Management of Georgia IncAtlanta, GA · 529 clientsWealth manager
    Schwab 64%
    $502M
  19. 7819
    Transition Equity Partners, LLCChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $502M
  20. 7820
    Humble GrowthNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $502M
  21. 7821
    First Washington CorporationSeattle, WA · 29 clientsWealth manager
    U.S. Bank 88%
    $501M
  22. 7822
    LRZ Capital LLCMiami, FL · 4 clientsPrivate fund adviser
    Citi 100%
    $501M
  23. 7823
    Family Financial Solutions Group, LLCDurango, CO · 20 clientsWealth manager
    No custodian reported
    $501M
  24. 7824
    Saothair Capital PartnersWayne, PA · 4 clientsPrivate fund adviser
    No custodian reported
    $501M
  25. 7825
    Pandowealth. LLC770 clientsAsset manager
    Newedge Securities 51%Schwab 33%
    $500M
  26. 7826
    HC Advisors LLCSandy Springs, GA · 206 clientsWealth manager
    Schwab 100%
    $500M
  27. 7827
    Private Wealth Solutions, LLCCalabasas, CA · 275 clientsBroker-dealer firmHybrid
    Schwab 100%
    $500M
  28. 7828
    Maybourne Partners Management LP1 clientsPrivate fund adviser
    No custodian reported
    $500M
  29. 7829
    Cypress Creek PartnersAustin, TX · 15 clientsPrivate fund adviserHybrid
    No custodian reported
    $500M
  30. 7830
    Sabrepoint Capital ManagementDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $500M
  31. 7831
    Stokes Capital Advisors, LLCGreenwood, SC · 289 clientsWealth manager
    Schwab 100%
    $499M
  32. 7832
    Greenstone Partners, LLCLarkspur, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $499M
  33. 7833
    Elevated Capital Advisors, LLCDraper, UT · 1,007 clientsWealth manager
    Fidelity 100%
    $499M
  34. 7834
    EVT Financial AdvisorsZurich, Switzerland · 124 clientsWealth manager
    Vontobel 66%NPB 34%
    $499M
  35. 7835
    Presidio Capital Management, LLCSan Diego, CA · 351 clientsWealth manager
    Schwab 100%
    $499M
  36. 7836
    ACT AdvisorsAsheville, NC · 428 clientsWealth manager
    LPL Financial 81%
    $499M
  37. 7837
    Scientech Research LLCJersey City, NJ · 4 clientsPrivate fund adviser
    No custodian reported
    $499M
  38. 7838
    Clark Financial Services Group, Inc.Chesterfield, MO · 431 clientsWealth manager
    Schwab 100%
    $499M
  39. 7839
    Kahn Brothers Advisors LLCNew York, NY · 347 clientsWealth managerHybridKahn Brothers LLC, clears through Pershing
    Pershing 61%Schwab 39%
    $499M
  40. 7840
    Blue Opal Capital, LLCNew York, NY · 39 clientsPrivate fund adviser
    No custodian reported
    $499M

RIAs by state