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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. 16121
    Metis Capital Management LLC21 clientsWealth manager
    No custodian reported
    $30M
  2. 16122
    AJO Vista, AN Emerald CompanyLeola, PAAsset manager
    U.S. Bank 60%M&t Bank 40%
    $29M
  3. 16123
    S. Williams Capital, LLCNew York, NY · 17 clientsWealth manager
    Interactive Brokers 100%
    $29M
  4. 16124
    BunkerSan Francisco, CA · 138 clientsWealth manager
    Interactive Brokers 84%
    $29M
  5. 16125
    Goldstone Portfolios Incorporated28 clientsWealth manager
    Schwab 100%
    $29M
  6. 16126
    Global Beta AdvisorsWest Chester, PAAsset manager
    Wells Fargo 100%
    $29M
  7. 16127
    M3sixty Capital, LLCFairway, KS · 4 clientsAsset managerHybrid
    No custodian reported
    $29M
  8. 16128
    School of Personal Finance32 clientsWealth manager
    Schwab 100%
    $29M
  9. 16129
    Ardinall Investment Management LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $29M
  10. 16130
    Gordian Capital Management, LLCMill Valley, CA · 3 clientsPrivate fund adviserHybrid
    No custodian reported
    $28M
  11. 16131
    CleveralphaHawthorne, CA · 55 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $28M
  12. 16132
    Mount Murray Investment Inc.Montreal, Quebec, Canada · 5 clientsAsset manager
    Northern Trust 72%Interactive Brokers 28%
    $28M
  13. 16133
    SIP Financial ServicesGlenville, NY · 72 clientsWealth manager
    Schwab 100%
    $28M
  14. 16134
    Dominari Securities LLCNew York, NY · 63 clientsBroker-dealer firmHybrid
    Schwab 100%
    $28M
  15. 16135
    Derivaty CoWhite Plains, NY · 3 clientsAsset manager
    Fidelity 93%
    $28M
  16. 16136
    DA INVLondon, United Kingdom · 110,459 clientsWealth manager
    Alpaca Securities 100%
    $28M
  17. 16137
    Eden Advisory Services, LLCAlbany, NY · 177 clientsWealth manager
    No custodian reported
    $28M
  18. 16138
    Fanclub Sports Capital172 clientsAsset manager
    No custodian reported
    $28M
  19. 16139
    Big Rock Advisors LLCSag Harbor, NY · 41 clientsWealth managerHybrid
    Schwab 100%
    $28M
  20. 16140
    GFM Asset Management LLCWeinfelden, Switzerland · 42 clientsWealth manager
    Interactive Brokers 98%
    $28M
  21. 16141
    CQL Capital ManagementChesterfield, MOAsset manager
    No custodian reported
    $27M
  22. 16142
    St Bernard Asset Management, Inc.Russellville, AR · 69 clientsWealth managerHybrid
    No custodian reported
    $27M
  23. 16143
    Maidstone Wealth Management, LLCCambridge, NY · 33 clientsWealth manager
    Interactive Brokers 100%
    $27M
  24. 16144
    Avrio Wealth LLCNew York, NY · 35 clientsWealth manager
    Schwab 100%
    $27M
  25. 16145
    Rosecliff Capital Advisory LLCNew York, NY · 185 clientsWealth managerWrap sponsor
    Schwab 100%
    $27M
  26. 16146
    Dorian Eason Asset Management, LLCMemphis, TN · 40 clientsWealth manager
    Schwab 92%
    $27M
  27. 16147
    Kronos Wealth Management60 clientsWealth manager
    Schwab 100%
    $27M
  28. 16148
    Global Listing AcceleratorNew York, NY · 5 clientsBroker-dealer firmHybrid
    No custodian reported
    $27M
  29. 16149
    Intelligent Alpha LLCMinneapolis, MN · 2 clientsAsset manager
    No custodian reported
    $27M
  30. 16150
    Ikos CIF LimitedLimassol, Cyprus · 1 clientsPrivate fund adviser
    No custodian reported
    $27M
  31. 16151
    Museum Mile Funds LLCNew York, NY · 1 clientsPrivate fund adviser
    Schwab 62%Fidelity 38%
    $27M
  32. 16152
    DDO Advisory Services, LLCRhinebeck, NY · 46 clientsWealth manager
    Altruist 63%Pershing 37%
    $27M
  33. 16153
    Safe Harbor Asset Management, Inc.Huntington, NY · 28 clientsWealth manager
    Schwab 100%
    $27M
  34. 16154
    Karagosian Financial Services, IncCroton On Hudson, NY · 52 clientsWealth managerHybrid
    Pershing 89%
    $27M
  35. 16155
    CgamNaperville, IL · 3 clientsAsset managerHybridCalamos Financial Services LLC
    No custodian reported
    $27M
  36. 16156
    Alton Road Capital, LPVero Beach, FL · 1 clientsWealth manager
    Morgan Stanley 100%
    $27M
  37. 16157
    QuantbaseNew York, NY · 5,887 clientsWealth manager
    Alpaca Securities 100%
    $27M
  38. 16158
    Pantheon Infra Advisors, LLCSan Francisco, CA · 1 clientsAsset managerAffiliated broker-dealerPantheon Securities, LLC
    No custodian reported
    $27M
  39. 16159
    JPS Advisors LLC14 clientsWealth manager
    Interactive Brokers 100%
    $27M
  40. 16160
    Spring Street WealthNew York, NY · 30 clientsWealth manager
    Schwab 100%
    $26M

RIAs by state