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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. 4372
    Isthmus Partners, LLCMadison, WI · 381 clientsWealth managerWrap sponsor
    Schwab 96%
    $1.4B
  2. 4373
    Clearline Capital LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  3. 4375
    Parkside Investments, LLCDeerfield, IL · 227 clientsWealth manager
    Fidelity 100%
    $1.4B
  4. 4376
    MPE PartnersCleveland, OH · 11 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  5. 4377
    Ironshore Financial24 clientsAsset manager
    TIAA Trust 100%
    $1.4B
  6. 4378
    Sheridan Capital PartnersChicago, IL · 6 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  7. 4380
    Bay Colony AdvisorsConcord, MA · 2,668 clientsWealth manager
    Fidelity 100%
    $1.4B
  8. 4383
    JGP Wealth Management, LLCBend, OR · 803 clientsWealth manager
    Fidelity 100%
    $1.4B
  9. 4385
    Oak City Investment ConsultingWake Forest, NC · 46 clientsAsset manager
    U.S. Bancorp 33%Regions Bank 24%
    $1.4B
  10. 4386
    Sanderson Wealth Management, LLCBuffalo, NY · 325 clientsWealth manager
    Fidelity 100%
    $1.4B
  11. 4387
    SLW Management CompanySan Francisco, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  12. 4388
    Paradice Investment Management LLCSydney, Australia · 6 clientsAsset manager
    Citi 76%J.P. Morgan 24%
    $1.4B
  13. 4389
    O'brien-Staley PartnersEdina, MN · 6 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  14. 4391
    Anderson Hoagland & CoSt Louis, MO · 150 clientsWealth manager
    Schwab 53%Merrill / Bank of America 29%
    $1.4B
  15. 4392
    True Private Wealth Advisors, LLCSalem, OR · 1,592 clientsWealth manager
    Fidelity 100%
    $1.4B
  16. 4396
    Kryger Capital LLCHamilton, Bermuda · 8 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  17. 4397
    Eightfold Real Estate Capital, L.P.Miami, FL · 13 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  18. 4399
    Whitehawk Capital Partners LP11 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  19. 4400
    The Edgar Lomax CompanyAlexandria, VA · 36 clientsAsset manager
    BNY 33%Principal Custody Solutions 33%
    $1.4B
  20. 4401
    Ironsides Asset Advisors, LLCRocky Mount, NC · 39 clientsWealth manager
    Schwab 100%
    $1.4B
  21. 4404
    LFM CapitalNashville, TN · 9 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  22. 4405
    Tekne Capital Management, LLCNew York, NY · 24 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  23. 4406
    Revolve Wealth Partners, LLCHackensack, NJ · 698 clientsWealth manager
    Schwab 100%
    $1.4B
  24. 4407
    Ulysses Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  25. 4408
    Apis Capital Advisors, LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  26. 4410
    Tallvine Partners Management LPCoral Gables, FL · 7 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  27. 4411
    Mason Wells, Inc.Milwaukee, WI · 4 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  28. 4412
    Truemark InvestmentsChicago, IL · 27 clientsAsset manager
    No custodian reported
    $1.4B
  29. 4415
    Water Street Capital, Inc.Jacksonville, FL · 5 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  30. 4416
    V-Square Quantitative ManagementChicago, IL · 49 clientsWealth manager
    Northern Trust 37%BNY 26%
    $1.4B
  31. 4417
    Wingate Wealth Advisors, Inc.Lexington, MA · 649 clientsWealth manager
    Schwab 100%
    $1.4B
  32. 4419
    Equinox Partners Investment Management LLCStamford, CT · 6 clientsPrivate fund adviser
    UBS 100%
    $1.4B
  33. 4421
    Diametric Capital, LPBoston, MA · 10 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  34. 4422
    Elion Partners, LLCMiami, FL · 28 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  35. 4423
    Chambers Energy CapitalHouston, TX · 5 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  36. 4424
    ZBS Partners, LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  37. 4425
    Shorecliff Asset Management Company LLCNewport Beach, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  38. 4426
    Iron Point Partners, LLCWashington, DC · 11 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  39. 4429
    Leader Capital Corp.Vancouver, WA · 2 clientsAsset manager
    No custodian reported
    $1.4B
  40. 4431
    Greene Wealth Management, LLCSeattle, WA · 398 clientsWealth manager
    Schwab 100%
    $1.4B

RIAs by state