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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. 8041
    Noctua International WMG, LLCMiami, FL · 43 clientsWealth manager
    Pershing 100%
    $474M
  2. 8042
    Trueblood Wealth Management, LLCLima, OH · 346 clientsWealth manager
    Raymond James 100%
    $474M
  3. 8043
    Proem Advisors LLCDallas, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $474M
  4. 8044
    Markowski Investments1,275 clientsWealth manager
    Fidelity 65%Schwab 35%
    $474M
  5. 8045
    Spielberger & Brooks, Inc.Woodbury, NY · 251 clientsWealth manager
    No custodian reported
    $474M
  6. 8046
    SDS Real Estate AdvisorsLos Angeles, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $474M
  7. 8047
    Cape Investment Advisory, Inc.McDonough, GA · 1,013 clientsWealth managerHybridAmerican Global Wealth Management, Inc., Cape Securities Inc.
    No custodian reported
    $474M
  8. 8048
    Towle & CoDenver, CO · 32 clientsAsset manager
    Pershing 100%
    $474M
  9. 8049
    The Wellington GRP LLCIndianapolis, IN · 1,516 clientsWealth managerHybrid
    Schwab 100%
    $474M
  10. 8050
    Juncture Wealth Strategies, LLCScottsdale, AZ · 462 clientsWealth manager
    Schwab 100%
    $474M
  11. 8051
    Sycale AdvisorsNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $473M
  12. 8052
    Promethean InvestmentsEdinburgh, United Kingdom · 10 clientsPrivate fund adviser
    No custodian reported
    $473M
  13. 8053
    Coign Capital Advisors LLCDraper, UT · 466 clientsWealth manager
    Schwab 100%
    $473M
  14. 8054
    Brightside Capital Partners LLCLantana, FL · 1 clientsAsset manager
    Fidelity 100%
    $473M
  15. 8055
    Blue Water WealthPortland, OR · 404 clientsWealth manager
    Schwab 100%
    $473M
  16. 8056
    Encompass Wealth Advisors, LLCPortland, OR · 1,343 clientsWealth managerHybrid
    Fidelity 100%
    $473M
  17. 8057
    Stellus Private BDC Advisor, LLCHouston, TX · 1 clientsAsset manager
    No custodian reported
    $473M
  18. 8058
    Aigh Capital Management, LLC2 clientsPrivate fund adviser
    No custodian reported
    $473M
  19. 8059
    Lighthouse Financial Services IncBrea, CA · 461 clientsWealth manager
    Schwab 100%
    $473M
  20. 8060
    Return ON Life Wealth PartnersCleveland, OH · 284 clientsWealth managerHybrid
    No custodian reported
    $473M
  21. 8061
    Straight Path Wealth ManagementJenison, MI · 902 clientsWealth manager
    Schwab 100%
    $472M
  22. 8062
    Zimmerman Wealth Management, LLCEvanston, IL · 225 clientsWealth manager
    Fidelity 100%
    $472M
  23. 8063
    Wealthedge Investment Advisors, LLCNew York, NY · 379 clientsWealth manager
    Schwab 100%
    $472M
  24. 8064
    Wealth EffectsBoston, MA · 602 clientsWealth manager
    Fidelity 100%
    $472M
  25. 8065
    Cabana Asset ManagementFayetteville, AR · 3 clientsAsset manager
    No custodian reported
    $472M
  26. 8066
    Mainstreet RIA LLCO'fallon, MO · 141 clientsAsset manager
    Corebridge Retirment Services 83%
    $472M
  27. 8067
    Birinyi Associates, Inc.Westport, CT · 107 clientsWealth manager
    RBC 100%
    $472M
  28. 8068
    Main Capital Partners North America LLCBoston, MA · 14 clientsPrivate fund adviser
    No custodian reported
    $472M
  29. 8069
    Mason & Associates, LLCNewport News, VA · 414 clientsWealth manager
    Axos 100%
    $471M
  30. 8070
    The Sterling GroupPasadena, CA · 281 clientsWealth managerWrap sponsorHybrid
    LPL Financial 82%
    $471M
  31. 8071
    Praetorian PR LLCRincon, PR · 2 clientsPrivate fund adviser
    No custodian reported
    $471M
  32. 8072
    Kassouf Wealth Advisors, LLCBirmingham, AL · 237 clientsWealth manager
    Schwab 80%
    $471M
  33. 8073
    Sand Creek Capital, LLCRexburg, ID · 988 clientsWealth managerHybrid
    LPL Financial 47%Fidelity 27%Schwab 26%
    $471M
  34. 8074
    Illumination Wealth ManagementSan Diego, CA · 215 clientsWealth manager
    Schwab 100%
    $471M
  35. 8075
    Vanterra Capital LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $471M
  36. 8076
    Van Clemens Wealth Management, LLCMinneapolis, MN · 616 clientsWealth managerPublic-company ownedHybridVan Clemens & Co. Incorporated
    RBC 52%Schwab 48%
    $470M
  37. 8077
    Atyant Capital Management LTDPort-Louis, Mauritius · 6 clientsAsset manager
    BNY 100%
    $470M
  38. 8078
    Keel Wealth Management, LLC29 clientsAsset managerHybrid
    Schwab 100%
    $470M
  39. 8079
    HS Management Partners, LLCNew York, NY · 58 clientsAsset manager
    Schwab 60%Northern Trust 23%
    $470M
  40. 8080
    Rothschild Capital PartnersNew York, NY · 70 clientsPrivate fund adviser
    Wilmington Trust Company A Subsidiary of M&t Bank 81%
    $470M

RIAs by state