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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. 7921
    One Degree Advisors, Inc.San Diego, CA · 466 clientsWealth manager
    Schwab 100%
    $489M
  2. 7922
    Wood Tarver FinancialBoise, ID · 581 clientsWealth manager
    Schwab 100%
    $489M
  3. 7923
    Westerly Capital Management LLCSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $489M
  4. 7924
    WincoveBoston, MA · 13 clientsPrivate fund adviser
    No custodian reported
    $489M
  5. 7925
    Thackeray PartnersDallas, TX · 4 clientsPrivate fund adviser
    No custodian reported
    $489M
  6. 7926
    Acorn Creek Capital LLCFort Collins, CO · 322 clientsWealth manager
    Fidelity 100%
    $489M
  7. 7927
    Gordian Wealth Advisors, LLCMill Valley, CA · 114 clientsWealth managerHybrid
    Schwab 100%
    $489M
  8. 7928
    Parkview LTD.Zurich, Switzerland · 62 clientsWealth manager
    Banque Pictet & CIE SA 80%
    $488M
  9. 7929
    Register Financial Advisors, LLCAtlanta, GA · 433 clientsWealth managerHybridRegister Financial Associates, Inc.
    Wells Fargo 92%
    $488M
  10. 7930
    Bridgefront Capital, LLCAustin, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $488M
  11. 7931
    Financial Avengers, Inc.Oakland, CA · 206 clientsWealth manager
    Schwab 100%
    $488M
  12. 7932
    Objectivity Squared Wealth ManagementCharleston, SC · 181 clientsWealth managerWrap sponsor
    Raymond James 100%
    $488M
  13. 7933
    Hixon Zuercher Capital ManagementFindlay, OH · 390 clientsWealth manager
    Fidelity 100%
    $488M
  14. 7934
    HRC Wealth Management, LLCMoscow, ID · 878 clientsWealth managerHybrid
    Schwab 100%
    $487M
  15. 7935
    44 Wealth Management LLCEugene, OR · 237 clientsWealth manager
    Fidelity 100%
    $487M
  16. 7936
    BLT Fund Manager LLCStamford, CT · 5 clientsPrivate fund adviser
    No custodian reported
    $487M
  17. 7937
    Brown, Lisle/cummings, IncProvidence, RI · 238 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $487M
  18. 7938
    Argent Wealth, LLCRidgeland, MS · 470 clientsWealth manager
    Schwab 100%
    $487M
  19. 7939
    ABR Capital Partners, LLCBaltimore, MD · 12 clientsPrivate fund adviser
    No custodian reported
    $487M
  20. 7940
    Three Magnolias Financial AdvisorsWinston Salem, NC · 618 clientsWealth managerHybrid
    Schwab 100%
    $487M
  21. 7941
    DB FitzpatrickBoise, ID · 93 clientsAsset manager
    BNY 41%Schwab 31%
    $487M
  22. 7942
    Bell & Brown Wealth Advisors, LLCNewport Beach, CA · 505 clientsWealth managerWrap sponsor
    Schwab 100%
    $487M
  23. 7943
    Rosenblum Silverman Sutton SF IncSan Francisco, CA · 159 clientsWealth manager
    Schwab 100%
    $487M
  24. 7944
    Interlock Equity LPLos Angeles, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $486M
  25. 7945
    Ballina Capital, LLC11 clientsAsset manager
    State Street 59%J.P. Morgan 28%
    $486M
  26. 7946
    Cornerstone Wealth PlanningCharlotte, NC · 409 clientsWealth manager
    Schwab 81%
    $486M
  27. 7947
    The Pines Wealth Management, LLCSouthern Pines, NC · 262 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $486M
  28. 7948
    I-Qu & Co.Chicago, IL · 14 clientsPrivate fund adviser
    No custodian reported
    $486M
  29. 7949
    1505 Capital LLCNew York, NY · 8 clientsAsset manager
    U.S. Bank 100%
    $486M
  30. 7950
    The Cavanaugh Group IncKiawah Island, SC · 44 clientsWealth manager
    No custodian reported
    $486M
  31. 7951
    Anthemis Capital Managers LimitedLondon, United Kingdom · 8 clientsPrivate fund adviser
    No custodian reported
    $486M
  32. 7952
    Armor Advisors, L.L.C.New York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $486M
  33. 7953
    Anthemis Capital Managers (americas) LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $486M
  34. 7954
    Peakequity Partners Management Co., L.L.C.Villanova, PA · 3 clientsPrivate fund adviser
    No custodian reported
    $485M
  35. 7955
    NWK GroupSan Francisco, CA · 213 clientsWealth manager
    Schwab 100%
    $485M
  36. 7956
    Bridger Management LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $485M
  37. 7957
    The Ambrus Group LLCTampa, FL · 7 clientsPrivate fund adviser
    Goldman Sachs 100%
    $485M
  38. 7958
    Johnson & White Wealth Management LLCYork, PA · 480 clientsWealth manager
    Schwab 100%
    $485M
  39. 7959
    Vantage Point Financial, LLCLisle, IL · 566 clientsWealth manager
    Schwab 100%
    $485M
  40. 7960
    Nine Masts Capital Advisers LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $485M

RIAs by state