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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. 4184
    Woodson Capital Management, LPGreenwich, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  2. 4185
    Red Cliff Asset Management LimitedHong Kong, Hong Kong · 3 clientsPrivate fund adviser
    Morgan Stanley 100%
    $1.5B
  3. 4186
    Fiduciary Wealth Partners, LLCNewton Lower Falls, MA · 116 clientsWealth manager
    Fidelity 100%
    $1.5B
  4. 4187
    Zenyth PartnersNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  5. 4188
    Activ8 Family Office LLCMcLean, VA · 387 clientsWealth manager
    Fidelity 100%
    $1.5B
  6. 4189
    Cutler Investment GroupJacksonville, OR · 1,074 clientsWealth manager
    Schwab 85%
    $1.5B
  7. 4190
    GCP Capital Partners LLCNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  8. 4191
    YCG, LLCAustin, TX · 264 clientsWealth manager
    Schwab 100%
    $1.5B
  9. 4192
    Planning Alternatives LTDBirmingham, MI · 693 clientsWealth manager
    Schwab 88%
    $1.5B
  10. 4193
    Camelot Capital Partners LLCLaguna Beach, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  11. 4194
    Financial Symmetry Inc.Raleigh, NC · 873 clientsWealth manager
    Pershing 100%
    $1.5B
  12. 4195
    Greenbrier Partners Capital Management, LLCDallas, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  13. 4197
    Altravue Capital, LLCBellevue, WA · 9 clientsPrivate fund adviser
    Northern Trust 44%State Street 33%J.P. Morgan 23%
    $1.5B
  14. 4198
    Robinson Capital Management, LLCGrosse Pointe Farms, MI · 80 clientsAsset manager
    Huntington Bank 64%
    $1.5B
  15. 4199
    Graticule Asset Management Asia PTE. LTD.Singapore, Singapore · 5 clientsAsset manager
    Citi 100%
    $1.5B
  16. 4200
    PrmimMount Laurel, NJ · 1 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  17. 4201
    WealthcrossingRichmond, VA · 267 clientsWealth manager
    Schwab 100%
    $1.5B
  18. 4203
    Roseman Wagner Wealth ManagementRocklin, CA · 622 clientsWealth managerWrap sponsor
    Raymond James 100%
    $1.5B
  19. 4206
    Graticule Asia Macro Advisors LLCSingapore, Singapore · 9 clientsAsset manager
    Citi 100%
    $1.5B
  20. 4215
    Infinity Capital Advisors, LLCAtlanta, GA · 50 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  21. 4216
    Kings Path Partners LLCSugar Land, TX · 180 clientsAsset manager
    U.S. Bancorp Investments 60%Fidelity 22%
    $1.5B
  22. 4217
    Northwest Investment Management (hong Kong) LimitedHong Kong, Hong Kong · 4 clientsPrivate fund adviser
    BNY 100%
    $1.5B
  23. 4219
    Triad Wealth Partners, LLCLawrence, KS · 3,896 clientsWealth manager
    Schwab 81%
    $1.5B
  24. 4220
    Cavu Consumer Partners, LLCNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  25. 4221
    Capital Creek PartnersAustin, TX · 167 clientsAsset manager
    Fidelity 100%
    $1.5B
  26. 4222
    Triune Financial Partners, LLCOverland Park, KS · 902 clientsWealth manager
    Schwab 64%Fidelity 36%
    $1.5B
  27. 4225
    Anderson Financial Partners, Inc.Ponte Vedra, FL · 31 clientsAsset manager
    No custodian reported
    $1.5B
  28. 4227
    Next Century Growth Investors LLCPlymouth, MN · 36 clientsAsset manager
    Northern Trust 45%J.P. Morgan 33%
    $1.5B
  29. 4229
    Ascent Wealth Partners, LLCNew Hartford, NY · 1,096 clientsWealth manager
    Schwab 100%
    $1.5B
  30. 4230
    Glynn Capital Management, LLCMenlo Park, CA · 12 clientsPrivate fund adviser
    Schwab 100%
    $1.5B
  31. 4231
    Caprock Partners Management, Inc.Newport Beach, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  32. 4234
    Midwest Financial PartnersSt. Cloud, MN · 531 clientsWealth manager
    Pershing 100%
    $1.5B
  33. 4237
    Legacy Financial Advisors, Inc.Covington, KY · 1,065 clientsWealth manager
    Fidelity 100%
    $1.5B
  34. 4238
    Edgemoor Investment Advisors, Inc.Bethesda, MD · 321 clientsWealth manager
    Schwab 74%Fidelity 26%
    $1.5B
  35. 4242
    22c Capital LLCBoca Raton, FL · 13 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  36. 4243
    Opus Capital ManagementCincinnati, OH · 430 clientsWealth manager
    Schwab 100%
    $1.5B
  37. 4244
    Bristol Gate Capital Partners Inc.Toronto, Canada · 724 clientsPrivate fund adviser
    UBS 65%RBC 35%
    $1.5B
  38. 4245
    Regal Healthcare Capital Management, LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  39. 4247
    John G. Ullman & Associates, IncHorseheads, NY · 1,009 clientsWealth manager
    Schwab 69%Morgan Stanley 31%
    $1.5B
  40. 4249
    Frontrange Capital Advisers, LLCDenver, CO · 27 clientsPrivate fund adviser
    No custodian reported
    $1.5B

RIAs by state