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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. 11561
    JAT Capital Management LPGreenwich, CT · 2 clientsPrivate fund adviser
    No custodian reported
    $228M
  2. 11562
    MSP Wealth Management, LLCKlamath Falls, OR · 414 clientsWealth managerWrap sponsor
    Schwab 100%
    $228M
  3. 11563
    Waterford Capital Investment Advisory Services LLCAddison, TX · 110 clientsBroker-dealer firmHybridWaterford Capital, Inc.
    Schwab 100%
    $228M
  4. 11564
    DemarcheOverland Park, KS · 16 clientsAsset manager
    No custodian reported
    $228M
  5. 11565
    Cunning Capital, LLC1 clientsPrivate fund adviser
    No custodian reported
    $228M
  6. 11566
    Prentice Capital Management, LPGreenwich, CT · 5 clientsPrivate fund adviser
    Goldman Sachs 100%
    $228M
  7. 11567
    Meixler Investment Management, LTD.Show Low, AZ · 570 clientsWealth managerWrap sponsor
    Schwab 100%
    $228M
  8. 11568
    Ridgeline Capital Management, LLCMemphis, TN · 20 clientsPrivate fund adviser
    No custodian reported
    $228M
  9. 11569
    Bay Capital Advisors, LLCVirginia Beach, VA · 195 clientsWealth manager
    Schwab 81%
    $228M
  10. 11570
    Ambrose Capital Advisors, LLCIndianapolis, IN · 1 clientsPrivate fund adviser
    No custodian reported
    $228M
  11. 11571
    Boyar Asset Management, Inc.New York, NY · 210 clientsWealth manager
    Fidelity 100%
    $228M
  12. 11572
    Snider AdvisorsIrving, TX · 357 clientsWealth manager
    Tradestation Securities 63%Interactive Brokers 37%
    $228M
  13. 11573
    Wealth Forward, LLCFargo, ND · 367 clientsWealth manager
    Pershing 100%
    $228M
  14. 11574
    Catalyst Capital Advisers LLCDallas, TX · 2 clientsPrivate fund adviser
    No custodian reported
    $228M
  15. 11575
    Tenzing GlobalSan Francisco, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $228M
  16. 11576
    Cascade Wealth Advisors, IncWenatchee, WA · 115 clientsWealth manager
    Schwab 100%
    $228M
  17. 11577
    Beacon Financial AdvisorsRye Brook, NY · 49 clientsWealth managerWrap sponsor
    Schwab 100%
    $228M
  18. 11578
    Alterna Equity Partners Management LLCFort Lauderdale, FL · 3 clientsPrivate fund adviser
    No custodian reported
    $228M
  19. 11579
    Center for Wealth Management Advisory646 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $228M
  20. 11580
    Lansdowne Wealth Management, LLCMystic, CT · 357 clientsWealth manager
    Fidelity 100%
    $228M
  21. 11581
    Magnolia Capital ManagementCold Spring, NY · 61 clientsWealth manager
    No custodian reported
    $228M
  22. 11582
    Breach Inlet Capital Management, LLCMt. Pleasant, SC · 1 clientsPrivate fund adviser
    No custodian reported
    $228M
  23. 11583
    Commonwealth Financial Planners IncRoswell, GA · 132 clientsWealth managerHybrid
    Raymond James 100%
    $228M
  24. 11584
    Pilotage Private Wealth AGZurich, Switzerland · 85 clientsAsset manager
    Bank Julius Baer & Co. LTD. 65%EFG Bank AG 22%
    $228M
  25. 11585
    MRP Capital Investments, LLCAlpharetta, GA · 149 clientsWealth managerHybrid
    Schwab 61%Morgan Stanley 39%
    $228M
  26. 11586
    Podell Financial Group LLCFairfield, NJ · 236 clientsWealth manager
    Schwab 88%
    $228M
  27. 11587
    The Wealthgarden F.S. LLCEl Segundo, CA · 236 clientsWealth manager
    Fidelity 56%Schwab 44%
    $228M
  28. 11588
    Sandro Wealth Management LLCFairfield, NJ · 55 clientsWealth manager
    Schwab 76%Pershing 24%
    $228M
  29. 11589
    KWK Management LLCHouston, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $228M
  30. 11590
    Retireful LLC8 clientsAsset manager
    No custodian reported
    $228M
  31. 11591
    Approach Retirement Advisors, LLCBirmingham, AL · 144 clientsWealth manager
    Schwab 100%
    $227M
  32. 11592
    Jones & Associates Premier Financial SolutionsJacksonville, OR · 521 clientsWealth managerHybrid
    Schwab 100%
    $227M
  33. 11593
    Keynote Financial Services, LLCVernon, CT · 209 clientsWealth manager
    Schwab 100%
    $227M
  34. 11594
    Echo45 Advisors LLCWalnut Creek, CA · 201 clientsWealth manager
    Schwab 83%
    $227M
  35. 11595
    Review Services IncBrookfield, WI · 173 clientsWealth manager
    Schwab 100%
    $227M
  36. 11596
    Capital CS Group, LLCIrvine, CA · 328 clientsAsset manager
    Schwab 100%
    $227M
  37. 11597
    Gilpin Wealth Management LLCGolden, CO · 191 clientsWealth manager
    Schwab 98%
    $227M
  38. 11598
    Successful Money Strategies IncFall River, MA · 273 clientsWealth manager
    Schwab 100%
    $227M
  39. 11599
    RM Sincerbeaux Capital Management, LLC.New York, NY · 15 clientsWealth manager
    Goldman Sachs 100%
    $227M
  40. 11600
    Dumaine Investments LLCNew Orleans, LA · 156 clientsWealth manager
    Schwab 100%
    $227M

RIAs by state