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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. 9641
    Hewell Financial Group, Inc.220 clientsWealth managerHybrid
    Schwab 97%
    $334M
  2. 9642
    Swan Investment PartnersOld Greenwich, CT · 5 clientsPrivate fund adviser
    No custodian reported
    $334M
  3. 9643
    Oceaniq Capital, LLCPalo Alto, CA · 452 clientsWealth managerHybrid
    Schwab 100%
    $334M
  4. 9644
    Envision Capital Management Inc226 clientsWealth manager
    Schwab 100%
    $334M
  5. 9645
    Evermont WealthClaremont, CA · 496 clientsWealth manager
    Schwab 100%
    $334M
  6. 9646
    Eschaton Opportunities Fund Management LPMiami, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $334M
  7. 9647
    Cottage Street AdvisorsMarion, MA · 135 clientsWealth manager
    Schwab 89%
    $334M
  8. 9648
    Checkpoint Capital L.P.San Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $334M
  9. 9649
    Good Harbor Advisors, Inc.Gloucester, MA · 249 clientsWealth managerHybrid
    Fidelity Distributors Company 100%
    $334M
  10. 9650
    Strait & Sound243 clientsWealth manager
    Schwab 73%Pershing 27%
    $334M
  11. 9651
    Rare Capital Management, LLCNashville, TN · 5 clientsPrivate fund adviser
    No custodian reported
    $334M
  12. 9652
    Congruence Capital, LLCLos Angeles, CA · 3 clientsAsset manager
    Morgan Stanley 85%
    $334M
  13. 9653
    Impulsora Del Fondo Mexico, SCCdmx, Mexico · 1 clientsAsset manager
    No custodian reported
    $334M
  14. 9654
    Investment Partners Asset ManagementMetuchen, NJ · 257 clientsWealth manager
    Schwab 100%
    $333M
  15. 9655
    Highbury Pacific Capital Corp.Bellevue, WA · 1 clientsAsset manager
    Northern Trust 100%
    $333M
  16. 9656
    Vesta Wealth Management, LLCMiami Beach, FL · 44 clientsWealth manager
    No custodian reported
    $333M
  17. 9657
    Fairfield Financial AdvisorsWellesley, MA · 147 clientsWealth manager
    Schwab 100%
    $333M
  18. 9658
    Highland Peak Capital, LLCOld Greenwich, CT · 8 clientsPrivate fund adviser
    J.P. Morgan 100%
    $333M
  19. 9659
    Dovetail Wealth Management, LLCTaylor, TX · 857 clientsWealth managerHybrid
    LPL Financial 100%
    $333M
  20. 9660
    Charter Advisory CorporationIndianapolis, IN · 593 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $333M
  21. 9661
    Dibenedetto & Associates LTDLoves Park, IL · 321 clientsWealth manager
    No custodian reported
    $333M
  22. 9662
    Fields Gottscho Capital Management LLCCharlottesville, VA · 84 clientsWealth manager
    Schwab 100%
    $333M
  23. 9663
    Outwing Private Wealth Management21 clientsWealth managerHybrid
    Wells Fargo 50%Schwab 50%
    $333M
  24. 9664
    Blackston Financial Advisory Group, LLCThe Villages, FL · 947 clientsWealth manager
    Schwab 100%
    $333M
  25. 9665
    Laurus Global Equity Management Inc.Toronto, Canada · 23 clientsAsset manager
    National Bank Independent Network 100%
    $333M
  26. 9666
    American FundstarsIrvine, CA · 463 clientsBroker-dealer firmHybrid
    Schwab 100%
    $333M
  27. 9667
    Fall Line Capital, LLCSan Mateo, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $332M
  28. 9668
    Curry Webb Wealth Management LLCIndianapolis, IN · 397 clientsWealth manager
    Schwab 100%
    $332M
  29. 9669
    Oliveira WealthModesto, CA · 1,032 clientsWealth managerHybrid
    Schwab 100%
    $332M
  30. 9670
    Central Pine Capital, LLCCedarhurst, NY · 30 clientsWealth manager
    No custodian reported
    $332M
  31. 9671
    Phoenician ResourcesNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $332M
  32. 9672
    GridlineAtlanta, GA · 44 clientsPrivate fund adviser
    No custodian reported
    $332M
  33. 9673
    Delta Accumulation, LLCSausalito, CA · 8 clientsWealth manager
    Interactive Brokers 100%
    $332M
  34. 9674
    Nokota Management, LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $332M
  35. 9675
    Solano Wealth AdvisorsFairfield, CA · 456 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $332M
  36. 9676
    Opus Investment Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $332M
  37. 9677
    GEN Financial Management Inc.Plymouth, MN · 246 clientsWealth manager
    Schwab 73%Fidelity Distributors Company 27%
    $332M
  38. 9678
    Oceanic Investment Management LimitedDouglas, Isle of Man · 6 clientsPrivate fund adviser
    No custodian reported
    $332M
  39. 9679
    Bbjs Financial Advisors, LLCSeattle, WA · 90 clientsWealth manager
    No custodian reported
    $332M
  40. 9680
    Elios Financial Group, Inc.Westlake, OH · 290 clientsWealth managerWrap sponsorHybrid
    Schwab 99%
    $332M

RIAs by state