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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.

Filters1

12,831 firms manage $34.5 trillionno broker-dealer ties

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. 3893
    Cahill Financial Advisors, Inc.Edina, MN · 1,115 clientsWealth manager
    Fidelity 51%Schwab 49%
    $1.8B
  2. 3894
    West RIM II UGP, LLCLehi, UT · 23 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  3. 3895
    Marco Investment Management LLCAtlanta, GA · 266 clientsWealth manager
    Schwab 100%
    $1.8B
  4. 3896
    Styrax Capital LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  5. 3898
    Kaiser Partner Financial Advisors LTD.Zürich, Switzerland · 215 clientsAsset manager
    Kaiser Partner Privatbank AG 72%EFG Bank AG 28%
    $1.8B
  6. 3899
    Caliber Wealth Management, LLCOverland Park, KS · 1,668 clientsWealth manager
    Raymond James 76%Schwab 24%
    $1.8B
  7. 3900
    Slatestone Wealth LLCJupiter, FL · 563 clientsWealth manager
    Schwab 87%
    $1.8B
  8. 3901
    Curated Wealth Partners, LLCEl Segundo, CA · 74 clientsWealth manager
    Schwab 100%
    $1.8B
  9. 3902
    Schaper Benz & Wise Investment Counsel IncNeenah, WI · 403 clientsWealth manager
    Schwab 100%
    $1.8B
  10. 3903
    Opti Capital Management LPNew York, NY · 5 clientsPrivate fund adviser
    J.P. Morgan 88%
    $1.8B
  11. 3905
    Alternative Investment Management, LLCNew York, NY · 24 clientsPrivate fund adviser
    Morgan Stanley 65%UBS 35%
    $1.8B
  12. 3906
    Ironwood Investment Counsel, LLCScottsdale, AZ · 554 clientsWealth manager
    Schwab 76%Fidelity 24%
    $1.8B
  13. 3907
    Resource Capital FundsDenver, CO · 15 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  14. 3908
    Talos Eurisko Asset Management LPNew York, NY · 4 clientsPrivate fund adviser
    Morgan Stanley 76%J.P. Morgan 24%
    $1.8B
  15. 3909
    Petra Capital Management, Inc.Seoul, Korea, South · 5 clientsAsset manager
    BNY 67%
    $1.8B
  16. 3910
    Quantum Advisors Private LimitedMumbai, India · 3 clientsAsset manager
    Citi 100%
    $1.8B
  17. 3912
    GEF Capital PartnersArlington, VA · 26 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  18. 3913
    Yukon Partners Management, L.L.C.Minneapolis, MN · 18 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  19. 3914
    Mycor Capital Management, LLCStamford, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  20. 3915
    Caius Capital LLPLondon, United Kingdom · 7 clientsPrivate fund adviser
    Goldman Sachs 100%
    $1.8B
  21. 3917
    Caius Capital US LPNew York, NY · 7 clientsPrivate fund adviser
    Goldman Sachs 100%
    $1.7B
  22. 3920
    Solum PartnersBoston, MA · 5 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  23. 3923
    Parkman Healthcare Partners LLCStamford, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  24. 3924
    Swift Creek PartnersDallas, TX · 7 clientsAsset manager
    No custodian reported
    $1.7B
  25. 3925
    Amplius Wealth AdvisorsBlue Bell, PA · 781 clientsWealth manager
    Fidelity 100%
    $1.7B
  26. 3926
    Nextech Ventures (US) LLCBoston, MA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  27. 3927
    Rice Hall James & Associates LLCSan Diego, CA · 249 clientsAsset manager
    Northern Trust 40%State Street 34%BNY 26%
    $1.7B
  28. 3928
    Accumulus Capital Management, LLCNew York, NY · 7 clientsPrivate fund adviser
    Privatbank Ihag Zurich AG 100%
    $1.7B
  29. 3929
    Equus Capital Partners, LTD.Newtown Square, PA · 9 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  30. 3931
    Latash Investments, LLCAnchorage, AK · 7 clientsAsset manager
    Northern Trust 74%Fhlb DES Moines 26%
    $1.7B
  31. 3933
    Meridian Wealth Advisors, LLCAustin, TX · 336 clientsWealth manager
    Fidelity 61%Raymond James 39%
    $1.7B
  32. 3934
    WBH Advisory, Inc.Baltimore, MD · 746 clientsWealth manager
    Schwab 71%Fidelity 29%
    $1.7B
  33. 3935
    Amity VenturesSan Francisco, CA · 41 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  34. 3936
    Assured Healthcare Partners LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  35. 3937
    Center Rock Capital Partners, LPChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  36. 3938
    Main Street Capital PartnersHouston, TX · 3 clientsAsset manager
    No custodian reported
    $1.7B
  37. 3939
    Long Path Partners, LPStamford, CT · 23 clientsPrivate fund adviser
    State Street 76%
    $1.7B
  38. 3940
    RW Investment Management LLCEagle, ID · 796 clientsWealth manager
    Schwab 100%
    $1.7B
  39. 3943
    AGW Capital AdvisorsTampa, FL · 142 clientsWealth manager
    Schwab 100%
    $1.7B
  40. 3945
    Engine Capital Management, LPNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $1.7B

RIAs by state