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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. 8001
    Contrary LLC11 clientsPrivate fund adviser
    No custodian reported
    $481M
  2. 8002
    10th Mountain, LLC5 clientsAsset manager
    Northern Trust 100%
    $480M
  3. 8003
    Trellis Wealth Advisors, LLCSan Luis Obispo, CA · 128 clientsWealth manager
    Schwab 100%
    $480M
  4. 8004
    Adams Ashby Financial AdvisorsSacramento, CA · 43 clientsWealth manager
    Schwab 100%
    $480M
  5. 8005
    Townsend Asset Management Corp.Raleigh, NC · 404 clientsWealth manager
    Schwab 100%
    $480M
  6. 8006
    Asset Advisory Group, Inc.Kinnelon, NJ · 171 clientsWealth manager
    Schwab 100%
    $480M
  7. 8007
    Match Grade AdvisorsGreenville, SC · 372 clientsAsset managerHybrid
    Schwab 100%
    $479M
  8. 8008
    Positive Selection Investment Management, LLCGreenwich, CT · 1 clientsPrivate fund adviser
    No custodian reported
    $479M
  9. 8009
    Priority Senior Secured Income Management, LLCWest Palm Beach, FL · 1 clientsAsset managerHybrid
    No custodian reported
    $479M
  10. 8010
    Keener Financial PlanningKeller, TX · 197 clientsWealth manager
    Schwab 100%
    $479M
  11. 8011
    Meredith Wealth PlanningMaryville, IL · 221 clientsWealth manager
    Schwab 100%
    $479M
  12. 8012
    Sound Point Meridian Management Company LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $478M
  13. 8013
    IDB Lido Wealth, LLCNew York, NY · 209 clientsWealth managerBank-affiliatedAffiliated broker-dealerLido Securities, LLC
    Schwab 100%
    $478M
  14. 8014
    Great Oak Capital Partners, LLCSouth Easton, MA · 591 clientsWealth manager
    Schwab 100%
    $478M
  15. 8015
    Elmwood Wealth ManagementBerkeley, CA · 210 clientsWealth manager
    Schwab 100%
    $478M
  16. 8016
    Tingey Advisors IncSalt Lake City, UT · 395 clientsWealth manager
    Schwab 100%
    $478M
  17. 8017
    Barnes Wealth Management GroupBakersfield, CA · 897 clientsWealth managerHybrid
    Schwab 72%
    $477M
  18. 8018
    Midatlantic Capital Management, Inc.Richmond, VA · 172 clientsAsset manager
    Fidelity 82%
    $477M
  19. 8019
    JW Asset Management, LLC4 clientsPrivate fund adviser
    No custodian reported
    $477M
  20. 8020
    Broad Sky Partners LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $477M
  21. 8021
    SFW Capital Partners LPRye, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $477M
  22. 8022
    RFG Wealth AdvisoryArgyle, TX · 446 clientsWealth manager
    Schwab 100%
    $477M
  23. 8023
    MBM Wealth Consultants, LLCChesterfield, MO · 642 clientsWealth managerHybrid
    LPL Financial 100%
    $477M
  24. 8024
    Andra Capital LLCSan Francisco, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $477M
  25. 8025
    Bridgeport PartnersNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $476M
  26. 8026
    Arborstone Financial, LLCAndover, MA · 1,129 clientsWealth manager
    Schwab 100%
    $476M
  27. 8027
    The Invictus Collective, LLCPark Ridge, IL · 16 clientsWealth manager
    Fidelity 61%Stonex Financial 39%
    $476M
  28. 8028
    Emerald Hill Capital Partners Holdings LLCLakewood, CO · 2 clientsPrivate fund adviser
    No custodian reported
    $476M
  29. 8029
    Wimmer Associates LLCPasadena, CA · 143 clientsWealth manager
    Schwab 82%
    $476M
  30. 8030
    G&s Capital LLCDenver, CO · 421 clientsWealth manager
    Schwab 100%
    $476M
  31. 8031
    Oneascent Wealth ManagementBirmingham, AL · 927 clientsWealth manager
    Schwab 100%
    $476M
  32. 8032
    Source Capital, LLCAtlanta, GA · 19 clientsPrivate fund adviser
    No custodian reported
    $475M
  33. 8033
    Xendia Wealth LLCMiami, FL · 4,810 clientsWealth managerWrap sponsor
    Interactive Brokers 100%
    $475M
  34. 8034
    Allgen Financial Advisors, Inc.Orlando, FL · 1,097 clientsWealth manager
    Schwab 100%
    $475M
  35. 8035
    Carson Management Company, LLCDallas, TX · 20 clientsPrivate fund adviser
    No custodian reported
    $475M
  36. 8036
    Nw1 PartnersLondon, United Kingdom · 15 clientsPrivate fund adviser
    No custodian reported
    $475M
  37. 8037
    Horiko Capital Management LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $475M
  38. 8038
    Hammond Iles Wealth AdvisorsWethersfield, CT · 982 clientsWealth managerHybrid
    Schwab 100%
    $475M
  39. 8039
    S2 Fund Manager, LLCDallas, TX · 6 clientsPrivate fund adviser
    No custodian reported
    $475M
  40. 8040
    The O.H.I.O. FundCleveland, OH · 6 clientsPrivate fund adviser
    No custodian reported
    $475M

RIAs by state