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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. 8081
    Octogone NAMiami, FL · 97 clientsAsset manager
    J.P. Morgan 44%Morgan Stanley 37%
    $470M
  2. 8082
    BCS Private Wealth ManagementRumson, NJ · 224 clientsWealth manager
    Schwab 100%
    $470M
  3. 8083
    Taylor Hoffman Capital ManagementRichmond, VA · 521 clientsWealth manager
    Schwab 100%
    $470M
  4. 8084
    Arcataur Capital Management LLCMilwaukee, WI · 244 clientsWealth manager
    Schwab 100%
    $470M
  5. 8085
    Nova Financial ServicesTucson, AZ · 738 clientsWealth managerBank-affiliated
    Schwab 100%
    $469M
  6. 8086
    Kingsbridge Wealth Management, Inc.Las Vegas, NV · 52 clientsWealth manager
    Schwab 97%
    $469M
  7. 8087
    Lakeshore Financial Planning Inc.Saint Clair Shores, MI · 491 clientsWealth manager
    Raymond James 99%
    $469M
  8. 8088
    Adapt Wealth Advisors, LLCAtlanta, GA · 463 clientsWealth managerAffiliated broker-dealerCanton Street Strategies, LLC
    Schwab 100%
    $469M
  9. 8089
    Speece Thorson Capital Group IncMinnetonka, MN · 30 clientsAsset manager
    Trustmark National Bank 35%Northern Trust 34%U.S. Bank 31%
    $469M
  10. 8090
    Advantage Advisers Management, LLCNew York, NY · 1 clientsPrivate fund adviserAffiliated broker-dealerOppenheimer & Co. Inc., Oppenheimer Europe LTD
    No custodian reported
    $469M
  11. 8091
    Chesapeake Asset Management LLCNew York, NY · 138 clientsWealth manager
    Schwab 69%Pershing 31%
    $469M
  12. 8092
    Henry Bragg & Co.Houston, TX · 72 clientsWealth manager
    Schwab 91%
    $469M
  13. 8093
    Capco Asset Management, LLCTampa, FL · 83 clientsWealth manager
    Fidelity 100%
    $469M
  14. 8094
    Pembrook Capital Management LLCNew York, NY · 6 clientsPrivate fund adviserHybrid
    No custodian reported
    $469M
  15. 8095
    Hivemind Capital Partners LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $468M
  16. 8096
    Brown Financial AdvisoryFairhope, AL · 288 clientsWealth manager
    Schwab 100%
    $468M
  17. 8097
    Mangrove Equity PartnersTampa, FL · 7 clientsPrivate fund adviser
    No custodian reported
    $468M
  18. 8098
    Thirtynorth Investments, LLCNew Orleans, LA · 238 clientsWealth manager
    Schwab 70%Voya Financial Partners 30%
    $468M
  19. 8099
    Flagstone Financial Management, LLCLincoln, NE · 353 clientsWealth manager
    LPL Financial 100%
    $468M
  20. 8100
    Fortitude Advisory Group L.L.C.Gig Harbor, WA · 622 clientsWealth managerHybrid
    Raymond James 64%
    $468M
  21. 8101
    North Branch Capital Management, L.P.Oak Brook, IL · 5 clientsPrivate fund adviser
    No custodian reported
    $468M
  22. 8102
    Yukon Wealth Management, Inc.Overland Park, KS · 91 clientsWealth manager
    Schwab 100%
    $467M
  23. 8103
    Retirement Planning Solutions, LLCLouisville, KY · 1,212 clientsWealth managerHybrid
    Schwab 100%
    $467M
  24. 8104
    Sands Capital Horizons, LLCArlington, VA · 1 clientsWealth manager
    BNY 100%
    $467M
  25. 8105
    Coston, McIsaac & Shea Financial AdvisorsBar Harbor, ME · 1,254 clientsWealth manager
    Schwab 100%
    $467M
  26. 8106
    Edgewater Capital PartnersIndependence, OH · 4 clientsPrivate fund adviser
    No custodian reported
    $467M
  27. 8107
    Widmann Financial ServicesBowie, MD · 551 clientsWealth managerHybrid
    Fidelity 100%
    $467M
  28. 8108
    Z3 Capital PartnersRichmond, VA · 311 clientsWealth managerWrap sponsor
    Raymond James 100%
    $467M
  29. 8109
    Clear Sky Advisers, LLCBellaire, TX · 8 clientsPrivate fund adviser
    No custodian reported
    $467M
  30. 8110
    Mark Sheptoff Financial Planning LLCGlastonbury, CT · 252 clientsWealth manager
    Fidelity 100%
    $467M
  31. 8111
    Wealthvalues, LLCRedwood City, CA · 25 clientsWealth manager
    SEI 83%
    $467M
  32. 8112
    Closed Loop Capital ManagementNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $466M
  33. 8113
    Alpha Solutions Investment AdvisorsSouth San Francisco, CA · 490 clientsWealth manager
    No custodian reported
    $466M
  34. 8114
    Peter Kimmelman Asset Management LPNew York, NY · 52 clientsPrivate fund adviser
    No custodian reported
    $466M
  35. 8115
    Access Fiduciary Services, LLC6 clientsAsset manager
    Alerus Retirement & Benefits 100%
    $466M
  36. 8116
    Alliance Private Wealth, LLCNorth Reading, MA · 167 clientsWealth managerWrap sponsor
    Fidelity 100%
    $466M
  37. 8117
    Consilium Wealth Advisory, LLC120 clientsWealth manager
    Schwab 100%
    $466M
  38. 8118
    Adit Ventures Management, LLCNew York, NY · 27 clientsPrivate fund adviser
    No custodian reported
    $466M
  39. 8119
    Alta Fundamental Advisers LLCNew York, NY · 18 clientsAsset manager
    Goldman Sachs 100%
    $466M
  40. 8120
    BcasBedford, NH · 294 clientsWealth managerHybrid
    Schwab 82%
    $466M

RIAs by state