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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. 7961
    Xebec Asset Management, LLCDallas, TX · 8 clientsPrivate fund adviser
    No custodian reported
    $484M
  2. 7962
    Graney& King, LLCLatham, NY · 791 clientsBroker-dealer firmHybrid
    LPL Financial 100%
    $484M
  3. 7963
    Mountain Pacific Advisors, LLCBellevue, WA · 2 clientsAsset manager
    Northern Trust 100%
    $484M
  4. 7964
    Rail-Splitter Capital Management LLCWinnetka, IL · 34 clientsWealth managerWrap sponsor
    Goldman Sachs 100%
    $484M
  5. 7965
    Legacy Financial Independent Advisors LLCLouisville, KY · 749 clientsWealth manager
    Raymond James 100%
    $484M
  6. 7966
    Locus Investment Group, LTD.Port Louis, Mauritius · 2 clientsAsset manager
    No custodian reported
    $484M
  7. 7967
    Militia Investments, LLCAustin, TX · 1 clientsAsset manager
    No custodian reported
    $484M
  8. 7968
    Exodus Wealth, LLCFort Lauderdale, FL · 2,249 clientsWealth managerHybridFortune Financial Services, Inc.
    Schwab 100%
    $484M
  9. 7969
    Morton Brown Family Wealth LLCAllentown, PA · 272 clientsWealth manager
    Schwab 100%
    $483M
  10. 7970
    Paradiem, LLCCovington, LA · 140 clientsWealth managerWrap sponsor
    Schwab 100%
    $483M
  11. 7971
    Altman AdvisorsChicago, IL · 184 clientsWealth managerWrap sponsor
    Schwab 100%
    $483M
  12. 7972
    Usadvisors Wealth Management, LLCEden Prairie, MN · 1,901 clientsWealth managerHybrid
    Schwab 100%
    $483M
  13. 7973
    Global Kandor Advisors, LLCMiami, FL · 74 clientsWealth manager
    J.P. Morgan 44%Citi 29%Merrill / Bank of America 27%
    $483M
  14. 7974
    Buttonwood Financial Advisors, Inc.Baltimore, MD · 327 clientsWealth manager
    Fidelity 71%Schwab 29%
    $483M
  15. 7975
    Joyce Wealth Management, LLCHouston, TX · 193 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $483M
  16. 7976
    Van Strum & Towne IncSan Francisco, CA · 101 clientsWealth manager
    Schwab 68%U.S. Bank 32%
    $483M
  17. 7977
    Valen Private Capital, LLC.Paoli, PA · 89 clientsWealth managerHybrid
    Goldman Sachs 100%
    $483M
  18. 7978
    Astoria Strategic Wealth, Inc.177 clientsWealth manager
    Schwab 100%
    $483M
  19. 7979
    Monte Financial Group, LLCGuilford, CT · 434 clientsWealth manager
    Fidelity 100%
    $482M
  20. 7980
    The Lewis Financial GroupAshburn, VA · 308 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $482M
  21. 7981
    Physicians Financial Services, Inc.Raleigh, NC · 216 clientsWealth managerHybridCapital Investment Brokerage, Inc., Capital Investment Group, Inc.
    Schwab 100%
    $482M
  22. 7982
    Ping Capital Management, Inc.New York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $482M
  23. 7983
    Ss&h Financial Advisors, Inc.Troy, MI · 116 clientsWealth manager
    Schwab 100%
    $482M
  24. 7984
    Oakstreet Wealth Management, Inc.Magnolia, TX · 58 clientsAsset manager
    No custodian reported
    $482M
  25. 7985
    Emet Capital ManagementNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $482M
  26. 7986
    AMJ Financial Wealth Management LLCLeesburg, VA · 470 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $482M
  27. 7987
    Cross Financial AdvisorsPortland, OR · 1,873 clientsWealth managerHybrid
    LPL Financial 100%
    $482M
  28. 7988
    15 Wealth Advisors LLCMundelein, IL · 687 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $481M
  29. 7989
    IP Financial Advisory Services LLCCharlotte, NC · 2,001 clientsWealth managerHybrid
    No custodian reported
    $481M
  30. 7990
    HS Wealth PartnersNashville, TN · 285 clientsWealth managerWrap sponsor
    Goldman Sachs 100%
    $481M
  31. 7991
    Onyxpoint Global Management LPNew York, NY · 5 clientsPrivate fund adviser
    J.P. Morgan 50%Northern Trust 50%
    $481M
  32. 7992
    Pinnacle Peak Private Client Group, LLCScottsdale, AZ · 708 clientsWealth managerWrap sponsor
    Schwab 100%
    $481M
  33. 7993
    Aureon Management LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $481M
  34. 7994
    Thurston AdvisorsVero Beach, FL · 9 clientsPrivate fund adviser
    No custodian reported
    $481M
  35. 7995
    Harbor Advisory CorporationPortsmouth, NH · 144 clientsWealth manager
    Schwab 56%Pershing 44%
    $481M
  36. 7996
    Eaton-Cambridge Inc.Phoenix, AZ · 311 clientsWealth manager
    Schwab 100%
    $481M
  37. 7997
    Orange Avenue Advisors LLCOrlando, FL · 1 clientsPrivate fund adviserAffiliated broker-dealerTelesis Securities LLC
    No custodian reported
    $481M
  38. 7998
    Courage Miller Partners, LLCNorfolk, VA · 228 clientsWealth manager
    Schwab 100%
    $481M
  39. 7999
    Lion Point Capital, LPNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $481M
  40. 8000
    Nine Ten Capital ManagementChicago, IL · 1 clientsPrivate fund adviser
    No custodian reported
    $481M

RIAs by state