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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. 4252
    Excelsior Renewable Energy Management Company LPExcelsior, MN · 2 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  2. 4253
    Ancient Art, L.P.Austin, TX · 1 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  3. 4254
    Levine Leichtman Strategic Capital, LLCBeverly Hills, CA · 1 clientsAsset manager
    No custodian reported
    $1.5B
  4. 4255
    Platte River EquityDenver, CO · 15 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  5. 4256
    Allen Capital Group, LLCGrand Island, NE · 2,274 clientsWealth manager
    Schwab 100%
    $1.5B
  6. 4258
    Drive Wealth AdvisersLehi, UT · 1,112 clientsWealth manager
    Fidelity Distributors Company 100%
    $1.5B
  7. 4259
    Carnelian Asset Management & Advisors Private LimitedMumbai, Maharashtra, India · 4,540 clientsWealth manager
    Nuvama Custodial Services Limited 100%
    $1.5B
  8. 4261
    Forusall31,237 clientsAsset manager
    MID Atlantic Trust 50%Fidelity Management Trust 26%Ascensus Trust 24%
    $1.5B
  9. 4264
    Stony Point CapitalNew York, NY · 5 clientsAsset manager
    Morgan Stanley 58%Citi 42%
    $1.5B
  10. 4266
    Tower Bridge AdvisorsWest Conshohocken, PA · 807 clientsWealth manager
    Schwab 100%
    $1.5B
  11. 4267
    Linear B Partners LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  12. 4269
    Urban Financial Advisory CorporationChicago, IL · 260 clientsWealth manager
    No custodian reported
    $1.5B
  13. 4270
    Mill Capital Management, LLCConcord, NC · 106 clientsWealth manager
    Schwab 100%
    $1.5B
  14. 4271
    Mountaingate Management Co., LLCDenver, CO · 13 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  15. 4274
    Pine Grove Financial GroupWoodbury, MN · 1,404 clientsWealth manager
    Schwab 100%
    $1.5B
  16. 4275
    Whitney & CompanyRochester, NY · 739 clientsWealth manager
    Fidelity 100%
    $1.5B
  17. 4276
    Brookside Equity Partners LLCStamford, CT · 20 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  18. 4278
    Springcoast Capital Partners, L.P.New York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  19. 4282
    Wallace Capital Management, Inc.Dallas, TX · 487 clientsWealth manager
    Fidelity 91%
    $1.5B
  20. 4284
    Yucaipa Master Manager, LLCLos Angeles, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  21. 4285
    Allied Investment Advisors LLCBillings, MT · 1,071 clientsWealth manager
    Schwab 100%
    $1.5B
  22. 4286
    Adelante Capital Management LLCAlameda, CA · 62 clientsAsset manager
    BNY 54%State Street 46%
    $1.5B
  23. 4287
    Verecan Capital Management Inc.Halifax, Canada · 2,824 clientsAsset manager
    Fidelity Clearing Canada ULC 100%
    $1.5B
  24. 4288
    AWM Capital, LLCPhoenix, AZ · 467 clientsWealth manager
    Schwab 100%
    $1.5B
  25. 4289
    Capital Impact AdvisorsBoston, MA · 1 clientsAsset manager
    No custodian reported
    $1.5B
  26. 4290
    Sunesis Advisors, LLCOverland Park, KS · 15 clientsWealth manager
    Schwab 100%
    $1.5B
  27. 4292
    Quantum Financial Advisors, LLCSanta Monica, CA · 451 clientsWealth manager
    Schwab 100%
    $1.5B
  28. 4294
    Ranger Investment Management,l.p.Dallas, TX · 7 clientsAsset manager
    Northern Trust 63%State Street 37%
    $1.5B
  29. 4295
    Apriem AdvisorsIrvine, CA · 1,071 clientsWealth manager
    Schwab 100%
    $1.5B
  30. 4296
    Origami Capital Partners, LLCChicago, IL · 18 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  31. 4297
    Novaquest Capital Management, L.L.C.14 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  32. 4298
    Compass Financial Group, IncSioux Falls, SD · 2,826 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.5B
  33. 4301
    H. Barton Asset Management, LLCSan Francisco, CA · 15 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  34. 4305
    Czech Asset Management, L.P.Stamford, CT · 7 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  35. 4307
    Nebrodi Partners, LLCHartford, CT · 2 clientsAsset manager
    No custodian reported
    $1.5B
  36. 4310
    Sargent Investment GroupBethesda, MD · 407 clientsWealth manager
    Goldman Sachs 87%
    $1.5B
  37. 4311
    Serengeti Asset Management LPWest Palm Beach, FL · 52 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  38. 4313
    Eclectic Associates, Inc.Fullerton, CA · 1,222 clientsWealth manager
    Schwab 100%
    $1.5B
  39. 4314
    Penwood Real Estate Investment Management, LLCWest Hartford, CT · 6 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  40. 4315
    Serenus Wealth Advisors, LLCSanta Monica, CA · 141 clientsWealth manager
    Fidelity 100%
    $1.5B

RIAs by state