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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. 11001
    Venor Capital Management LPNew York, NY · 10 clientsPrivate fund adviser
    Northern Trust 100%
    $254M
  2. 11002
    Westco Advisory Services, Inc.Lynbrook, NY · 324 clientsWealth managerHybridWestco Investment Corp.
    Schwab 100%
    $254M
  3. 11003
    Canty Wealth ManagementBallston Spa, NY · 475 clientsWealth manager
    No custodian reported
    $254M
  4. 11004
    Defined Wealth Management, LLCBeaverton, OR · 154 clientsWealth manager
    Fidelity 100%
    $254M
  5. 11005
    Addis & Hill, IncorporatedWayne, PA · 159 clientsWealth manager
    Schwab 44%Altruist 30%Pershing 26%
    $254M
  6. 11006
    Connecticut Capital Management Group, LLCMilford, CT · 115 clientsWealth manager
    Schwab 100%
    $254M
  7. 11007
    Green Alpha InvestmentsNiwot, CO · 164 clientsWealth manager
    Northern Trust 39%
    $254M
  8. 11008
    Shenandoah Energy Management, LLCHighlands Ranch, CO · 3 clientsPrivate fund adviser
    No custodian reported
    $254M
  9. 11009
    Indiano Capital ManagementRochester, NY · 53 clientsWealth manager
    RBC 39%UBS 26%
    $254M
  10. 11010
    Kalinowsky Asset Management81 clientsWealth manager
    Fidelity 100%
    $254M
  11. 11011
    Mendon Capital Advisors CorpKey Largo, FL · 3 clientsAsset manager
    RBC 100%
    $254M
  12. 11012
    Toronado Partners LLCSan Francisco, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $254M
  13. 11013
    PPS & V Asset Management Consultants IncPortage, MI · 247 clientsWealth manager
    No custodian reported
    $254M
  14. 11014
    Decatur Capital Management, Inc.Decatur, GA · 23 clientsAsset manager
    J.P. Morgan 83%
    $254M
  15. 11015
    Gate City Capital Management, LLCChicago, IL · 1 clientsAsset manager
    Interactive Brokers 100%
    $254M
  16. 11016
    Heronetta Management, L.P.New York, NY · 28 clientsWealth manager
    Morgan Stanley 58%UBS 34%
    $254M
  17. 11017
    Washburn Capital Management Inc.Vero Beach, FL · 188 clientsWealth manager
    Schwab 100%
    $254M
  18. 11018
    Clear Point Advisors, Inc.Melville, NY · 151 clientsWealth manager
    No custodian reported
    $253M
  19. 11019
    Alpha Analytics Investment Group LLCLos Angeles, CA · 68 clientsWealth manager
    No custodian reported
    $253M
  20. 11020
    Impact Capital, LLCRockville, MD · 115 clientsWealth manager
    Schwab 100%
    $253M
  21. 11021
    MHS Advisory Services, LLCMaple Grove, MN · 313 clientsWealth managerHybrid
    Pershing 75%Fidelity 25%
    $253M
  22. 11022
    Blueprint Local LLC18 clientsPrivate fund adviser
    No custodian reported
    $253M
  23. 11023
    Entelechy80 clientsWealth manager
    Schwab 100%
    $253M
  24. 11024
    Maguire Investments LLCKing of Prussia, PA · 151 clientsWealth manager
    Schwab 85%
    $253M
  25. 11025
    Transcend Advisor Group, LLCMilwaukee, WI · 360 clientsWealth manager
    No custodian reported
    $253M
  26. 11026
    Pacific Wealth Strategies Group, Inc.Santa Barbara, CA · 197 clientsWealth manager
    Schwab 100%
    $253M
  27. 11027
    ABF Investment Management, LLCMiami, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $253M
  28. 11028
    Sterling Retirement Group of SacramentoRoseville, CA · 515 clientsWealth manager
    TradePMR / Robinhood 100%
    $253M
  29. 11029
    Elevation Capital AdvisoryBend, OR · 631 clientsWealth manager
    Schwab 100%
    $253M
  30. 11030
    Robbins Farley LLCBedford, NH · 263 clientsWealth manager
    Schwab 100%
    $253M
  31. 11031
    Endeavor Wealth Advisors, LLCPepper Pike, OH · 177 clientsWealth manager
    Schwab 100%
    $253M
  32. 11032
    Corrado Advisors, LLCRamsey, NJ · 342 clientsWealth manager
    Schwab 100%
    $253M
  33. 11033
    Unless Management LPBoulder, CO · 4 clientsPrivate fund adviser
    No custodian reported
    $253M
  34. 11034
    Aurora Investment CounselAtlanta, GA · 65 clientsWealth manager
    Schwab 100%
    $253M
  35. 11035
    Treasure Investment Management, LLCScottsdale, AZ · 336 clientsAsset manager
    Apex Fintech 100%
    $253M
  36. 11036
    Mercury Investment GroupMemphis, TN · 101 clientsWealth manager
    Schwab 97%
    $253M
  37. 11037
    Patrick M. Sweeney & Associates, IncLibertyville, IL · 86 clientsWealth manager
    Schwab 100%
    $253M
  38. 11038
    Taylor Securities Services, Inc.Harrisburg, PA · 767 clientsWealth managerWrap sponsor
    Schwab 100%
    $253M
  39. 11039
    Humphreys Capital, LLCOklahoma City, OK · 5 clientsPrivate fund adviser
    No custodian reported
    $252M
  40. 11040
    Waycross Investment Management CoBellingham, WA · 160 clientsWealth manager
    Schwab 100%
    $252M

RIAs by state