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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. 4317
    Spring Lake Asset Management, Inc.4 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  2. 4318
    HHM Wealth Advisors, LLCChattanooga, TN · 1,238 clientsWealth manager
    Schwab 100%
    $1.5B
  3. 4319
    Reliant Investment Management, LLCMemphis, TN · 282 clientsAsset manager
    U.S. Bank 50%Schwab 33%
    $1.5B
  4. 4320
    PAR Capital Management, Inc.Boston, MA · 1 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  5. 4322
    Community Investment Management LLCSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  6. 4323
    River Wealth Advisors LLCCamp Hill, PA · 900 clientsWealth manager
    Schwab 100%
    $1.5B
  7. 4324
    FEG Private Investors, LLCCincinnati, OH · 7 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  8. 4325
    FCI AdvisorsOverland Park, KS · 514 clientsAsset manager
    5901 College Boulevard Suite 100 44%Northern Trust 29%UBS 28%
    $1.5B
  9. 4326
    Vantage Infrastructure (USA) Inc.New York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  10. 4327
    CJM Wealth Advisers, LTD.Falls Church, VA · 875 clientsWealth managerWrap sponsor
    Pershing 100%
    $1.5B
  11. 4328
    Cypress Point Wealth Management, LLCDallas, TX · 177 clientsWealth manager
    Fidelity 81%
    $1.5B
  12. 4329
    Dendur Capital LPNew York, NY · 4 clientsPrivate fund adviser
    Goldman Sachs 100%
    $1.5B
  13. 4330
    Aerodigm Wealth LLCLake Oswego, OR · 256 clientsWealth manager
    Fidelity 57%Schwab 43%
    $1.5B
  14. 4331
    Activest Wealth Management, LLCAventura, FL · 530 clientsWealth manager
    Fidelity 53%Morgan Stanley 32%
    $1.5B
  15. 4332
    Raven Credit Capital Management LLCNew York, NY · 10 clientsPrivate fund adviser
    PNC Bank 54%BNY 46%
    $1.5B
  16. 4333
    Twin Tree Management, LPDallas, TX · 3 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  17. 4334
    Martel Wealth Advisors, LLCVancouver, WA · 1,033 clientsWealth manager
    Schwab 81%
    $1.5B
  18. 4335
    Amip ManagementSeal Beach, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  19. 4336
    BrooklandsLondon, United Kingdom · 24 clientsPrivate fund adviser
    Citi 100%
    $1.5B
  20. 4338
    Columbia Pacific Advisors, LLCSeattle, WA · 24 clientsPrivate fund adviser
    Fidelity 100%
    $1.5B
  21. 4343
    Shade Tree Advisors LLCSaratoga Springs, NY · 34 clientsWealth manager
    Schwab 66%Fidelity 34%
    $1.5B
  22. 4344
    Electra CapitalConshohocken, PA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  23. 4345
    Alpine Private WealthSaint Louis, MO · 295 clientsWealth manager
    Schwab 100%
    $1.5B
  24. 4346
    Icapital, LLCBoston, MA · 220 clientsAsset manager
    Fidelity 62%Schwab 28%
    $1.5B
  25. 4349
    Tripost Capital Partners LLCNew York, NY · 29 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  26. 4350
    Courage Capital Management, LLCNashville, TN · 10 clientsPrivate fund adviser
    Fidelity 100%
    $1.4B
  27. 4353
    Bornite Capital Management LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  28. 4355
    Ally Bridge Group (PE) LLCNew York, NY · 24 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  29. 4356
    Liquid Strategies, LLCAtlanta, GA · 22 clientsAsset manager
    No custodian reported
    $1.4B
  30. 4357
    Haven Global Partners, LLCAtlanta, GA · 20 clientsAsset manager
    State Street 77%
    $1.4B
  31. 4358
    Five Points Capital LLCWinston-Salem, NC · 14 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  32. 4359
    Dorsey Asset ManagementChicago, IL · 9 clientsPrivate fund adviser
    BNY 56%Northern Trust 44%
    $1.4B
  33. 4360
    Roc360 Advisors LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  34. 4363
    Blue Point Capital Partners LLCCleveland, OH · 13 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  35. 4364
    Northeast Financial Group, Inc.Allentown, PA · 739 clientsAsset manager
    Schwab 70%Matrix Trust 30%
    $1.4B
  36. 4365
    D'orazio Wealth AdvisorsVienna, VA · 291 clientsWealth manager
    Schwab 69%Fidelity 31%
    $1.4B
  37. 4366
    Campbell Newman Asset Management IncMilwaukee, WI · 1,475 clientsWealth manager
    Schwab 100%
    $1.4B
  38. 4367
    Fusion Family Wealth, LLCWoodbury, NY · 368 clientsWealth manager
    Fidelity 90%
    $1.4B
  39. 4369
    MV Capital Management, Inc.Bethesda, MD · 516 clientsWealth manager
    Fidelity 88%
    $1.4B
  40. 4370
    Terracap Management LLCNaples, FL · 11 clientsPrivate fund adviser
    No custodian reported
    $1.4B

RIAs by state