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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. 8121
    Bloomfield Capital Holdings, LLCBirmingham, MI · 9 clientsPrivate fund adviser
    No custodian reported
    $466M
  2. 8122
    Clelland & Company IncSan Diego, CA · 109 clientsAsset manager
    Schwab 100%
    $466M
  3. 8123
    Arrowroot Capital Management, LLCMarina Del Rey, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $465M
  4. 8124
    Fellowship Financial PlanningSpokane, WA · 1,130 clientsWealth manager
    LPL Financial 100%
    $465M
  5. 8125
    Brownlee Wealth ManagementHouston, TX · 86 clientsWealth manager
    Fidelity 88%
    $465M
  6. 8126
    Sharpvue Capital, LLCRaleigh, NC · 12 clientsPrivate fund adviser
    No custodian reported
    $465M
  7. 8127
    Acumen Financial Advisors, LLCEdina, MN · 220 clientsWealth managerHybrid
    No custodian reported
    $465M
  8. 8128
    Olive Partners ManagementPalo Alto, CA · 14 clientsPrivate fund adviserAffiliated broker-dealerArk Group Holdings (hong Kong) Limited, Ark Securities LLC
    No custodian reported
    $465M
  9. 8129
    First Citizens Asset Management, IncRaleigh, NC · 1,264 clientsWealth managerBank-affiliatedHybridFirst Citizens Capital Securities, LLC, First Citizens Investor Services, Inc.
    Pershing 100%
    $465M
  10. 8130
    John F Suby Wealth Management LLCMadison, WI · 196 clientsWealth manager
    Northern Trust 100%
    $465M
  11. 8131
    Logan Park Wealth ManagementMinneapolis, MN · 408 clientsWealth manager
    Schwab 100%
    $465M
  12. 8132
    DEW Wealth ManagementScottsdale, AZ · 246 clientsWealth managerWrap sponsor
    Assetmark Brokerage 71%
    $465M
  13. 8133
    Cypress Capital Partners, LLCChicago, IL · 32 clientsWealth manager
    Fidelity 100%
    $464M
  14. 8134
    Vert Asset Management LLCSausalito, CA · 2 clientsAsset manager
    No custodian reported
    $464M
  15. 8135
    Colonial River Wealth Management LLCMidlothian, VA · 1,798 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $464M
  16. 8136
    Obrien Greene & Co IncMedia, PA · 148 clientsWealth manager
    Fidelity 71%Schwab 29%
    $464M
  17. 8137
    Accountants Proprietary Financial Servicenet, LLCPlainview, NY · 283 clientsAsset manager
    No custodian reported
    $464M
  18. 8138
    SLW Investment Management, LLCDallas, TX · 2 clientsAsset managerHybrid
    No custodian reported
    $464M
  19. 8139
    Sard Wealth Managment Group, LLCAtlanta, GA · 325 clientsWealth manager
    Schwab 100%
    $464M
  20. 8140
    Scoggin Management LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $464M
  21. 8141
    Destra Capital Advisors LLCBozeman, MT · 2 clientsAsset managerHybridDestra Capital Investments LLC
    No custodian reported
    $464M
  22. 8142
    Independence Financial Advisors, LLCFranklin, NH · 2,777 clientsWealth managerBank-affiliated
    Fidelity 85%
    $464M
  23. 8143
    Tufton Capital Management, LLCHunt Valley, MD · 248 clientsWealth manager
    No custodian reported
    $464M
  24. 8144
    MKT Advisors LLCCarlsbad, CA · 383 clientsWealth manager
    Schwab 100%
    $464M
  25. 8145
    TCP Management LLCAtlanta, GA · 4 clientsPrivate fund adviser
    No custodian reported
    $464M
  26. 8146
    Monarch Wealth StrategiesSanta Barbara, CA · 396 clientsWealth manager
    Schwab 100%
    $463M
  27. 8147
    Miller Financial Services LLCMarshall, MI · 584 clientsWealth manager
    Tiaa-Cref Individual & Institutional Services 45%Fidelity 34%
    $463M
  28. 8148
    Plum Street Advisors, LLC183 clientsWealth manager
    Schwab 100%
    $463M
  29. 8149
    Harmony Asset Management LLCScottsdale, AZ · 275 clientsWealth manager
    Fidelity Distributors Company 100%
    $463M
  30. 8150
    Tidemark, LLCSan Diego, CA · 873 clientsWealth manager
    LPL Financial 100%
    $463M
  31. 8151
    Envision Financial Planning, LLCMemphis, TN · 276 clientsWealth manager
    Schwab 100%
    $462M
  32. 8152
    Sierra Asset ManagementOakhurst, CA · 890 clientsWealth manager
    Schwab 100%
    $462M
  33. 8153
    Charter Capital Management, IncBrookfield, WI · 362 clientsWealth managerAffiliated broker-dealerKestra Investment Services, LLC
    Fidelity 100%
    $462M
  34. 8154
    Truman Capital Advisors, LPArmonk, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $462M
  35. 8155
    Greenlea Lane Capital Management LLC2 clientsPrivate fund adviser
    State Street 100%
    $462M
  36. 8156
    Adirondack Financial Services CorpUtica, NY · 649 clientsWealth managerBank-affiliatedHybrid
    Pershing 100%
    $462M
  37. 8157
    Sterling Fund Management, LLCChicago, IL · 9 clientsPrivate fund adviser
    No custodian reported
    $462M
  38. 8158
    Reyl Overseas LTD.Zürich, Switzerland · 192 clientsWealth managerBank-affiliated
    Intesa Sanpaolo Wealth Management SA 85%
    $462M
  39. 8159
    Red Iron Group Management, LLCMenlo Park, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $462M
  40. 8160
    Gainplan LLCBloomfield Hills, MI · 495 clientsWealth manager
    Schwab 89%
    $462M

RIAs by state